Teslarati iconTeslaratiSep 24, 2026 ~7 min source read

Drone footage reveals likely Tesla Semi customers ahead of Nevada handover event

Aerial video from outside Tesla’s new Semi factory in Sparks, Nevada, shows a row of new-generation Semis with customer branding. The footage signals who Tesla may present at tonight’s official handover and adds context to orders already public.

Tesla leaks Semi customers ahead of handover event

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Drone footage showed Semis branded for multiple fleet customers parked outside Tesla’s Sparks, Nevada, Semi factory.

Tesla has moved to volume production at the new 1.7-million-square-foot plant and set a livestreamed handover event for this evening.

# What happened Drone operator Zanegler filmed a group of Tesla's new-generation Semi trucks parked outside the company's dedicated Semi factory in Sparks, Nevada. Several of the trucks carried customer logos on their roof fairings and nearby bodywork. The footage appeared one day before Tesla's scheduled Semi handover event at the plant.

# Who appears in the footage Visible brands in the drone video include PepsiCo, U.S. Foods, Einride, DHL, WattEV, ABF (ArcBest), IMC Logistics, LTS, OK Produce, and Nevoya. Some logos in the footage were too blurry to identify with confidence.

PepsiCo and Einride are already on public record in Tesla's Semi program. PepsiCo served as the program's anchor customer after early deliveries began in late 2022 and currently operates multiple Tesla Semis in regional service. Einride announced a 500-unit order in August and plans first deployments this month across several U.S. states.

# Why the footage matters now Tesla scheduled a public handover and launch event at the Sparks factory for this evening, livestreamed on X at 6 p.m. PDT / 9 p.m. ET. The branded trucks parked outside suggest Tesla intends to showcase fleet customers at the event rather than reveal only product details. That aligns with Tesla's shift into higher-volume Semi production at the adjacent factory.

# Production context and output expectations Tesla began limited pilot Semi deliveries to PepsiCo in late 2022. High-volume production started at the new 1.7-million-square-foot Semi plant near Gigafactory Nevada earlier in 2026. Program director Dan Priestley said Tesla expects to build "many thousands" of Semis this year. Independent outside estimates for 2026 deliveries range between about 5,000 and 15,000 units, but actual figures will depend on Tesla's internal production ramp and customer delivery schedules.

# What to watch during the handover Expect Tesla to highlight anchor and early fleet customers, confirm additional order commitments where applicable, and provide more detail on production capacity and delivery timing. Publicly visible branded vehicles on the factory lot increase the likelihood Tesla will parade customer partners on stage or in event footage.

# Bottom line The drone footage gives a visible preview of companies likely to feature in Tesla's Semi handover event. It confirms that Tesla is presenting customer deployments as part of the Semi rollout and that several previously reported fleet orders will be central to the launch narrative.

More context around this story.

Here’s the Tesla Semi… again
Theverge iconThevergeSep 25, 2026

Here’s the Tesla Semi… again

Remember the Tesla Semi? The long-gestating, heavy-duty truck first introduced in concept form in 2017 is finally in volume production as of April 2026 - nearly a decade after its initial introduction. On Thursday evening, the company held yet another event for the Semi to demonstrate to customers and investors that th

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