Tracy Rohan

When Tesla announced its plans for the Semi nearly a decade ago, it was seen as a chance to change heavy-duty trucking just as its affordable and versatile Model 3 helped popularize electric cars.

But since then, Tesla’s focus has shifted to services such as artificial-intelligence, robotics and driverless Cybercabs.

This summer, after years of delays, Tesla plans to begin shipping mass-produced Semis from its Nevada Gigafactory. The company is expected to deliver between 5,000 and 15,000 Semis in 2026 before ramping up to 50,000 trucks a year, according to a recent report by Tigress Financial Partners.

Surprisingly, Tesla is winning over a hard-to-please and influential group—truckers.

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