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Tesla Giga Texas lot 2 March 21 2025
Satellite image of second Giga Texas parking lot, March 21, 2025 (Sherwood News, SkyFi)

Look at all the Cybertrucks stashed outside Tesla’s factory in Texas

We count more than 500, which is roughly 1% of the entire number of Cybertrucks owned in the US. That’s a lot of stainless steel that can’t survive a car wash.

Cybertrucks represented 5% of all US Tesla sales last quarter, but they make up a huge portion of the inventory piled up outside Giga Texas, the factory where they’re produced. Our analysis of satellite imagery of the production facility suggests that about half the vehicles in the main production lots appear to be Cybertrucks.

That’s likely because the stainless steel trucks, despite recently becoming less expensive, have proven especially difficult to sell as CEO Elon Musk has taken on a more controversial role in the US government and the brand has become increasingly unpopular. The company is sitting on about $200 million worth of Cybertruck inventory, Electrek reported earlier this month.

By our count, there are more than 500 Cybertrucks — which amounts to more than 1% of the number of Cybertrucks owned in the US — being stored on lots at Giga Texas. Here’s a view of the the main parking lot there, where new vehicles reside before they’re shipped off to customers:

Tesla Giga Texas lot March 21 2025
Satellite image of second Giga Texas parking lot, March 21, 2025 (Sherwood News, SkyFi)

Here’s a second major inventory lot, which appears to be mostly Cybertucks.

Tesla Giga Texas lot 2 March 21 2025
Satellite image of second Giga Texas parking lot, March 21, 2025 (Sherwood News, SkyFi)

Since the Cybertrucks began coming off the line just over a year ago, Tesla has sold fewer than 50,000 of the vehicles in the US — something we know from government data after the vehicle’s eighth recall last month. The 6,406 the company sold in Q1 is also about half of what it sold a quarter earlier, according to data from Cox Automotive, when the truck was less of a political lightning rod. By any accounting, the Cybertruck’s numbers are far fewer than the 1.5 million preorders it originally had.

Tesla didn’t immediately respond to a request for comment.

Today, Business Insider reported that Tesla is reducing Cybertruck production and reallocating employees to work on the much better-selling Model Y lines instead, though it should be noted that Tesla’s total sales are down significantly.

As a result of the excess of Cybertrucks already produced, they’re starting to pop up in parking lots around the country as well. Tesla also seems to be using these idle Cybertrucks to tow around Model Ys as a form of advertising.

Let us know if you see any more Cybertrucks hiding in plain sight.

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Jon Keegan

EPA: xAI’s Colossus data center illegally used gas turbines without permits

The Environmental Protection Agency has ruled that xAI violated the law when it used dozens of portable gas generators for its Colossus 1 data center without air quality permits.

When xAI set out to build Colossus 1 in Memphis, Tennessee, CEO Elon Musk wanted to move with unprecedented speed, avoiding all of the red tape that could slow such a big project down.

To power the 1-gigawatt data center, Musk took advantage of a local loophole that allowed portable gas generators to be used without any permits, as long as they did not spend more than 364 days in the same spot. That allowed xAI to bring in dozens of truck-sized gas generators to quickly supply the massive amount of power the data center needed to train xAI’s Grok model.

The new EPA rule says the use of such portable generators falls under federal regulation, and the company did need air quality permits to operate the turbines. xAI is also using dozens of such generators to power its Colossus 2 data center just over the border in Alabama.

To power the 1-gigawatt data center, Musk took advantage of a local loophole that allowed portable gas generators to be used without any permits, as long as they did not spend more than 364 days in the same spot. That allowed xAI to bring in dozens of truck-sized gas generators to quickly supply the massive amount of power the data center needed to train xAI’s Grok model.

The new EPA rule says the use of such portable generators falls under federal regulation, and the company did need air quality permits to operate the turbines. xAI is also using dozens of such generators to power its Colossus 2 data center just over the border in Alabama.

tech
Rani Molla

Trump to push Big Tech to fund new power plants as AI drives up electricity costs

President Donald Trump is expected to announce a plan Friday morning that would require Big Tech companies to bid on 15-year contracts for new electricity generation capacity. The move would effectively force companies to help fund new power plants in the PJM region as soaring demand from AI data centers pushes up electricity costs across the US power grid.

Earlier this week, Trump called on tech giants to “pay their own way,” arguing that households and small businesses should not bear the cost of power infrastructure needed to support energy-hungry data centers.

Microsoft quickly responded, saying it would “pay utility rates that are high enough to cover our electricity costs,” along with committing to other changes aimed at easing pressure on the grid. Other major tech companies are expected to follow suit, though Wedbush Securities analyst Dan Ives warned the added costs could slow the pace of data center build-outs.

As we’ve noted, forcing tech companies to shoulder higher electricity costs is likely to hit some firms harder than others. Companies like Microsoft, Google, and Amazon can pass at least some of those costs on to customers by selling data center capacity downstream. Meta, in contrast, does not have a cloud business, meaning its AI ambitions lack a direct revenue stream to offset rising power costs.

So far tech stocks don’t appear to be affected much in premarket trading. However utility companies most levered to the AI boom certainly are, with Vistra, Constellation Energy, and Talen Energy deep in the red ahead of the open as analysts at Jefferies warn that these firms face risks from this plan.

Earlier this week, Trump called on tech giants to “pay their own way,” arguing that households and small businesses should not bear the cost of power infrastructure needed to support energy-hungry data centers.

Microsoft quickly responded, saying it would “pay utility rates that are high enough to cover our electricity costs,” along with committing to other changes aimed at easing pressure on the grid. Other major tech companies are expected to follow suit, though Wedbush Securities analyst Dan Ives warned the added costs could slow the pace of data center build-outs.

As we’ve noted, forcing tech companies to shoulder higher electricity costs is likely to hit some firms harder than others. Companies like Microsoft, Google, and Amazon can pass at least some of those costs on to customers by selling data center capacity downstream. Meta, in contrast, does not have a cloud business, meaning its AI ambitions lack a direct revenue stream to offset rising power costs.

So far tech stocks don’t appear to be affected much in premarket trading. However utility companies most levered to the AI boom certainly are, with Vistra, Constellation Energy, and Talen Energy deep in the red ahead of the open as analysts at Jefferies warn that these firms face risks from this plan.

tech
Jon Keegan

OpenAI working to build a US supply chain for its hardware plans, including robots

When OpenAI purchased Jony Ive’s I/O, it entered the hardware business. The company is currently ramping up to produce a mysterious AI-powered gadget.

But OpenAI plans on making more than just consumer gadgets — it also plans on making data center hardware, and even robots.

Bloomberg reports that OpenAI has been on the hunt for US-based suppliers for silicon and motors for robotics, as well as cooling systems for data centers.

AI companies are looking toward robots as a logical next step for finding applications for their models.

OpenAI told Bloomberg that US companies building the AI brains of robots might have an edge against the Chinese hardware manufacturers that are currently making some impressive humanoid robots.

Bloomberg reports that OpenAI has been on the hunt for US-based suppliers for silicon and motors for robotics, as well as cooling systems for data centers.

AI companies are looking toward robots as a logical next step for finding applications for their models.

OpenAI told Bloomberg that US companies building the AI brains of robots might have an edge against the Chinese hardware manufacturers that are currently making some impressive humanoid robots.

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