# Tesla Reports Q3 2026 Results: Supervised Driving Active in Over 75% of New North America Deliveries, Semi Enters Volume Production

Tesla released its third-quarter 2026 results, reporting that over 75% of newly delivered vehicles in North America have Tesla's supervised driving software activated and that the Tesla Semi electric truck has entered volume production\. Tesla also said its unsupervised robotaxi fleet has accumulated nearly 3\.22 million kilometers of driving\.

By China EV Signal
Published: 2026-10-22T14:36:24.029Z
Updated: 2026-10-22T14:36:24.032Z
Canonical article: https://chinaevsignal.com/news/tesla-q3-2026-results

## Key takeaways

- Tesla reported that more than 75% of newly delivered vehicles in North America had its supervised driving software activated\.
- The Tesla Semi long-range version delivers about 805 kilometers of range at a gross vehicle, trailer and cargo weight of about 37\.2 tons, with energy use of about 1\.06 kWh per kilometer\.
- Tesla said third-quarter global net additions of Superchargers exceeded 2,100, up 14% year over year\.

## Supervised driving adoption and expansion

Tesla reported that over 75% of newly delivered vehicles in the North America market have its supervised driving software activated\. Since the second quarter, Tesla's supervised driving has received regulatory approval in four more markets: Croatia, Slovenia, the Czech Republic and Slovakia\.

Tesla's supervised driving is now officially open for use in nine EU markets, where it has more than 100,000 users\. Since first approval, cumulative distance driven by European users has passed 160 million kilometers\.

## Semi enters volume production

Tesla said the Tesla Semi electric truck has entered volume production\. The long-range version delivers about 805 kilometers of range with the vehicle, trailer and cargo totaling about 37\.2 tons, at energy use of about 1\.06 kWh per kilometer\.

Under the same load conditions, Tesla said the Semi's energy use is about one-third that of a comparable diesel truck\.

## Robotaxi and AI

Tesla's Cybercab has joined the company's robotaxi fleet in Austin, according to the company's presented material\. Cumulative unsupervised driving distance is approaching 3\.22 million kilometers, growing to eight times in the third quarter\. Robotaxi service hours in Austin now run from 6 a\.m\. to midnight\.

The Cybercab connects to Grok and features Grok Bot and Connectors, according to the presented material\. Tesla said it expects to complete training compute infrastructure with total power of 400 megawatts by the end of this year, supporting autonomous intelligence training for both vehicles and humanoid robots\. Construction continues on a chip factory in Austin, with equipment commissioning planned for 2027\.

## Battery supply and manufacturing

Tesla said battery supply remains the main bottleneck limiting the pace of its global vehicle production ramp-up\. The company is expanding battery pack capacity at Gigafactory Berlin, cathode material production and lithium refining in Texas, and lithium iron phosphate cell capacity in Nevada\.

Tesla is continuing to raise 4680 cell output to support the production ramp of the Cybercab, the Semi and Model Y\.

## Energy storage and charging

The first Megapack energy storage systems built entirely with Tesla-produced lithium iron phosphate cells have been delivered\. The Texas energy storage Megafactory has officially started production and begun producing Megapack 3\. Tesla said new order rates and backlog for its energy storage business both reached record highs\.

Tesla added more than 2,100 net new Superchargers globally in the third quarter, up 14% year over year\. At the end of the third quarter, Tesla's pending passenger vehicle order backlog reached its highest level in nearly four years, and deliveries in markets including Canada, Australia and Japan hit record highs, the company said\. Tesla also said it has officially unveiled the next-generation Roadster\.

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## Original publisher

特斯拉. Published: 2026-10-21T23:05:09.000Z