Tesla Wins Major Semi Order and That Might Not Even Be the Best Part

Tesla secured a historic 2,500-unit electric Semi truck order from ZET SCALE, the largest EV heavy commercial truck order in U.S. history. Beyond the order itself, the significance lies in ZET Financial's leasing program, which removes residual-value risk for fleet operators—a major barrier to EV truck adoption. This financing solution could accelerate market demand for Tesla Semis, though Tesla may face margin pressure from bulk pricing. The Semi factory in Nevada is ramping production with capacity to reach 5,000-15,000 units by 2026, with European expansion planned for 2027.