Apr. 26 at 2:00 AM
$TSLA While Tesla can claim victory when comparing semi specifications and performance, it might be a case of winning the battle but losing the war -- at least, so far. Volvo has placed more than 5,000 full-electric semis into service around the world and logged over 100 million zero-emission miles in roughly the same time since Tesla and Pepsi finalized their agreement. In comparison, as of early 2026, Tesla had "a few hundred" semis on the road, primarily in pilot programs in addition to Pepsi, DHL Supply Chain, and Tesla's internal logistics.
If Tesla were to grab a few thousand over the first couple of years for a small market share, that would be a solid start. Hypothetically, let's say Tesla sells 1,000 this year, 2,000 next year, and in five years Tesla's semi hits around 8,000 -- this is what success looks like, and is comparable to Volvo, currently.
https://finance.yahoo.com/markets/stocks/articles/now-even-volvo-putting-tesla-062500873.html
