Tesla’s first large-scale partner for the Tesla Semi - PepsiCo - is building out another Semi Megacharger site per a recent filing found by MarcoRP. Building out these Semi charging sites is expensive due to their much higher power output when compared to Superchargers.
Name Change
Interestingly enough, Tesla appears to have shifted its terminology recently, now often referring to the Semi’s high-power charging solution as Tesla Semi Chargers instead of the previously common "Megachargers." Regardless of the name, these chargers are crucial for the Semi. They’re designed to deliver 1.2 megawatts of charging power capable of adding hundreds of miles of range in roughly 30 minutes.
The new site detailed in the recent filing will be located at a Frito-Lay production plant on Hageman Road in Bakersfield, California. Permits were filed just a couple of days ago for the installation of eight Tesla Semi Charger stalls along with their associated electrical equipment.
This facility adds to PepsiCo's existing network of chargers, supporting the Tesla Semis operating out of their Sacramento facility, and highlights Bakersfield as the next expansion of the Semi’s operational area. Notably, this new Frito-Lay charging site is strategically located just five miles (approx. 8 km) away from a massive future public charging complex Tesla is planning on Kelton Way.
Kelton Way Charging Complex
Tesla’s planned charging complex in Bakersfield, which is just down the road, will feature 72 Supercharger stalls, as well as 18 Semi charger stalls. According to pre-permits filed last month, this site will be fairly large and accessible to both the public and Tesla’s partners.
A rendering of the Kelton Way site - with the Semi Chargers on the outside, and the Covered Supercharger site in the center.
@MarcoRPi1 on X
Tesla plans to develop a vacant plot right off the interstate into a large charging hub, which is now the second major public Semi Charger site we’ve heard about. For now, these sites will remain rare, but we expect that Tesla and its partners will be happy to expand them out further as required.
Carson Semi Charger Site
These Bakersfield developments – both the private Frito-Lay site and the large public Kelton Way hub will help lay out the necssary infrastructure for the Tesla Semi, much like the early days of Tesla’s Superchargers. Since Semi cannot be charged at a Supercharger site (the MCS plug is notably different than NACS), these sites are a must-have.
Tesla's first publicly accessible Semi Charger site planned near the Port of Long Beach in Carson, California, was one of the first signs of these types of Semi Charger facilities being established - and like Kelton Way, it also includes amenities for truck drivers. Tesla is also considering what long, medium, and short-haul truckers need for their stays at these sites.
As Tesla works to ramp up production of the Semi itself, the parallel expansion of dedicated, high-power charging infrastructure by both Tesla and its key partners are essential to making electric heavy-duty trucking a reality.
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Tesla has begun rolling out some map updates, including a brand new geographic area. These updates include two regional map updates, with one confirming Tesla’s entry into India and the other improving the maps in Europe.
Indian Launch
The biggest addition is a new map region for India, which was discovered by Tesla hacker Greentheonly. This move, while seemingly minor, is a prerequisite for Tesla launching vehicles in the region.
For years, discussions about Tesla’s arrival in India have focused on manufacturing plans, import duties, and retail store plans. However, the vehicles themselves must all be technically ready for the region.
This is more than just data entry; it involves integrating local points of interest, Tesla’s internal routing logic, and displaying regional road information correctly. In past market entries, Tesla has activated the necessary navigation regions in its software shortly before officially launching in a country, and just this morning, news broke that Tesla will open its first showroom in India.
On July 15th, Tesla will open its first showroom in Mumbai, marking its entry into the Indian market.
For those who have imported Tesla vehicles in advance of the official market entry, this means they will finally receive official maps and navigation support, and will likely begin receiving official software updates in the near future.
European Maps Update
In addition to the India map update, Tesla has also starting roll out a map update for Europe. The new map update for Europe is version EU-2025.14, bringing users up from EU-2025.2.
You’ll need to connect to WiFi in order to download map updates and similar to software updats, Tesla will roll them out gradually. If you want to learn more about map updates, be sure to check out our Tesla maps and navigaiton guide.
This map update will likely be fairly minor, but it should include newer roads, speed limits and more details. It could also include additional information that’s required for launching FSD in Europe.
While map updates aren’t as exciting as FSD updates or major software updates like the upcoming Grok AI update, they’re especially useful for Tesla owners who travel on new roads that may not be in Tesla’s current map version.
Tesla has officially scheduled its 2025 Annual Shareholder Meeting for Thursday, November 6, 2025. The date was confirmed in an 8-K form filed with the US Securities and Exchange Commission this week. Shareholders can expect to begin receiving official notifications by email or letter this week.
While we don’t know what, if anything, is up for vote this year, shareholders should ensure their investment accounts are linked up at ir.tesla.com if they plan to vote on upcoming proposals.
While these meetings cover standard corporate governance, they’ve also become a key venue for Tesla to share updates on its future projects.
Let’s take a look back at Tesla’s 2024 shareholder meeting to see what we can expect for 2025.
A Look Back: Shareholder Meeting 2024
The 2024 Shareholder Meeting was packed with news and updates. Some of the highlights included details on Cybercab, the first mentions of AI5, and the move of Tesla’s incorporation to Texas following the re-ratification of Elon’s 2018 compensation plan.
The 2025 meeting may provide progress updates on several key items.
First up is the final status of Elon Musk’s pay package. While it was successfully re-ratified following the 2024 Meeting, the Court of Delaware ruled against it, creating a legal situation that resulted in Tesla amending its letter of incorporation and moving to Texas.
While the messy legal situation hasn’t been completely sorted out yet, there’s a chance we could see more on this at the 2025 Meeting.
Next up is a status update on the Robotaxi Network pilot, as well as progress for Tesla’s Cybercab program. We’ve seen early prototype castings for the Cybercab outside Giga Texas, and they recently provided an updated timeline in their 2024 Impact Report. This is going to be the next big step for Tesla’s growth as it starts its Robotaxi service business.
The Tesla Semi and Tesla Energy are also two massive programs undergoing upgrades and revamps. The volume production of Semi is supposed to begin by the end of 2025, and Tesla is constantly working on expanding Tesla Energy’s manufacturing footprint to meet the never-ending demand for Megapack and Powerwall. We’re anticipating some major updates here, along with some updates on Tesla’s next-generation battery tech, including the Gen 3 Cybercell that includes dry-cathode manufacturing.
There’s a lot to be excited about - and November 6th is the day we may find out a lot about Tesla’s future products. The meeting will be a big event that we’ll cover in detail, so don’t worry, even if you miss it. We’ll have a full set of recap notes and longer in-depth articles following the event, as usual.