Tesla will open its dedicated Semi factory in Sparks, Nevada, this afternoon, but drone footage has already begun to show who is expected at the delivery stage. Zanegler, a drone operator who regularly documents Tesla Semi operations in Nevada, filmed a row of next-generation Semi units parked outside the plant with customer branding applied. Liveries visible in the video include companies such as PepsiCo, US Foods, Einride, DHL, WattEV and others that have committed to using Tesla’s Class 8 electric truck in their fleets. Tesla’s previous semi-reveal revealed! I’m excited to share this segment of drone flying a day before the Tesla Semi Reveal event. They have added the brand to several new generation Tesla semi-trucks. Including:PepsiCoUS FoodsEinrideLTSNevoyaOK ProduceABF FreightDHLWattEV… pic.twitter.com/KoFOg2FouR — Zanegler (@HinrichsZane) September 24, 2026 Several of those company names are already listed in Tesla’s public order book, including PepsiCo, which has been the program’s main anchor customer since the first Semi deliveries in December 2022. PepsiCo now runs dozens of Tesla Semi units in daily service, with drivers completing regional routes. Einride placed an order for 500 units in August, which was, at that time, the largest single Semi commitment. The first deployments of its Semi units are planned for this month and will eventually spread across California, Texas, New Jersey, Illinois and Georgia. Meanwhile, IMC Logistics announced this week an order for 50 trucks in California. Tesla Semi lands largest electric truck deal in US history Other names, such as LTS, OK Produce and HMD, have not been widely confirmed as firm buyers, but their presence on the lot is perhaps the clearest sign that Tesla intends to expand that list at the event tonight. Tesla first introduced the Semi in 2017 with a production target of 2019. Limited pilot builds arrived at PepsiCo in late 2022, and high-volume production began at the new 1.7 million square foot plant that is logically located next to Tesla’s Gigafactory in Nevada. Tesla Semi program director Dan Priestley has said that Tesla expects to build “many thousands” of Semi units this year, but as with every Tesla launch, expectations have been set for an S-shaped ramp. External estimates still put 2026 deliveries in the range of 5,000 to 15,000, but it will ultimately depend on Tesla’s willingness to get those units out, as well as how well production is moving internally. Tesla’s Semi Rollout event will kick off tonight at the Sparks factory and will stream live on X starting at 6pm PDT / 9pm ET.
