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The investigation comes just hours after the electric automaker welcomed hundreds of fans to downtown Austin to ride in the driverless Cybercabs. Tesla plans to deploy the vehicles on its Robotaxi ride-hail network, which is currently operating in a handful of cities in Texas and Florida.
The National Highway Traffic Safety Administration is updating vehicle standards to make it easier and faster for driverless cars to deploy on public roads. It’s currently tweaking eight rules, including those requiring car parts that driverless cars don’t really need: brake pedals, windshield wipers, and rearview mirrors. But for now, years-old standards remain in place.
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Einride plans to deploy 500 Tesla Semis for Amazon and other customers. (Tesla Photo)
Amazon is quietly accumulating a stake in Einride, the Swedish electric trucking company that said Tuesday it will deploy 500 Tesla Semis for Amazon and other customers.
Einride’s SEC filings show Amazon holding warrants for 25.2 million shares — about 12% of the company — that vest as Amazon buys freight services. The company’s financial report Tuesday, its first since going public in June, has the warrants on its books for the first time.
An Einride spokesperson confirmed that a “warrant contract asset” of 1.5 billion Swedish kronor (roughly $160 million) on the company’s balance sheet represents the Amazon warrants. It is the largest single asset on Einride’s books, worth more than its trucks and more than its cash.
At the same time, Einride is relying heavily on Amazon for growth, forecasting a 60% to 73% year-over-year revenue increase in the second half, “fueled by the Amazon ramp and other deployments in the U.S. and Europe,” as the company said in its earnings release.
Amazon announced in April that Einride would deploy 75 electric trucks with charging at five U.S. sites in its middle-mile network, the leg between warehouses and delivery stations.
Tesla Semi rollout: Einride also said Tuesday it will deploy 500 Tesla Semis across North America, calling it the largest deployment of Tesla’s electric big rigs in the world to date. The trucks will serve Amazon and other Einride customers on freight corridors in California, Texas, New Jersey, Illinois and Georgia, rolling out in phases over two years beginning in September, financed by third parties.
Tesla Semis are already hauling some Amazon freight. Nevoya, an all-electric trucking carrier based in Southern California, says it runs Amazon loads using Tesla Semis.
Amazon’s electric semis: Amazon has been turning to other manufacturers to electrify its freight network beyond the last-mile delivery vans it buys from Rivian. It deployed nearly 50 Volvo electric semis at Southern California ports and ordered more than 200 electric big rigs from Mercedes-Benz for Europe, part of a pledge to reach net-zero carbon across its operations by 2040.
Einride, for its part, doesn’t sell trucks. It buys and finances them, hires the drivers or contracts carriers, builds the charging infrastructure, and hauls a customer’s freight for a fee — using its own software, called Saga AI, to plan routes around charging windows and battery range.
The pitch to a shipper like Amazon is that it gets electric trucking capacity without purchasing vehicles itself or creating electric charging infrastructure.
Long-term autonomy: Einride is also one of a small group of companies running fully driverless trucks in commercial service in the U.S., with Level 4 autonomous vehicles operating in Ohio and more than 5,400 driverless hours logged for customers as of June 30.
The trucks hauling Amazon’s freight, however, have drivers, as will the Tesla Semis, for now. Tesla CEO Elon Musk said on the company’s July earnings call that self-driving capability for the Semi is about a year away. That timeline would fall inside Einride’s two-year rollout.
Einride’s Amazon deal: Roozbeh Charli, the Einride CEO, said on the earnings call Tuesday that the April announcement with Amazon brought a wave of new business.
The takeaway for customers about Einride was, “If these guys can handle the complexity of Amazon’s network, they can handle ours,” he said, explaining that there was “quite a lot of inbound” following the news.
Charli said customers rarely specify hardware, and that Einride selects truck platforms based on the routes and the data. That would suggest Einride chose the Tesla Semis, not Amazon.
The Amazon warrants did not come up on the call. The terms have been technically public since April, buried in an exhibit to Einride’s merger filings with the SEC, but haven’t been previously reported, in part because Einride’s prospectuses refer to Amazon as “the Specified Party.”
Amazon’s financial arrangement with Einride follows a pattern.
The company struck a similar deal with Plug Power in 2017, taking warrants for up to 55.3 million shares that vested as Amazon bought fuel-cell equipment for its warehouses.
Amazon invested in Rivian in early 2019, then ordered 100,000 electric delivery vans from the startup later that year. The company owns about 12% of Rivian today.
Amazon did not respond to questions about the arrangement.
Editor’s Note: This story has been updated with comment from Einride. It was also corrected to note that Tesla Semis already haul Amazon freight for Nevoya, an electric trucking carrier.
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Upgrading your Tesla with a 15.6-inch passenger entertainment screen (aka copilot screen) is a dream for road trips, allowing your co-pilot to enjoy movies, YouTube, or live sports without distracting you. Safety First: Airbag Compatibility A top concern for many owners is whether adding a large, fixed screen will impede the deployment of the passenger-side …
Tesla Earnings Put 11,509 BTC Treasury Back In Focus
Tesla’s upcoming Q2 earnings report is putting the company’s Bitcoin holdings back in focus, with investors watching whether the electric vehicle maker maintained its 11,509 BTC corporate treasury position through the quarter.
Tesla is scheduled to report Q2 2026 earnings on July 22. The company’s Bitcoin balance has remained unchanged in recent quarters, according to its last official disclosures, making the upcoming report another checkpoint for one of the most visible corporate Bitcoin holders outside the crypto industry.
The market should be careful here. There is no evidence in the validated materials that Tesla bought or sold Bitcoin during Q2. The story is about the disclosure window and whether the company confirms the treasury position again.
That still matters because Tesla remains one of the few major public operating companies with a meaningful Bitcoin balance.
TL;DR
Tesla is scheduled to report Q2 earnings on July 22.
Investors will watch whether its 11,509 BTC treasury position remains unchanged.
There is no confirmed Q2 Bitcoin purchase or sale in the current materials.
Why Tesla’s Bitcoin Balance Still Gets Attention
Tesla’s Bitcoin position matters because the company is not a crypto-native firm.
When a miner, exchange, or Bitcoin treasury company holds BTC, the market expects it. When Tesla holds Bitcoin, the signal is broader. It shows that a major technology and manufacturing company has kept a digital asset on its corporate balance sheet.
That is why the number still attracts attention years after Tesla first entered the market.
The company has reduced its Bitcoin position in the past, but the remaining balance remains material. A confirmed unchanged position would suggest Tesla is continuing to treat Bitcoin as a reserve asset rather than a temporary experiment.
For Bitcoin supporters, that matters psychologically.
Corporate treasury adoption is one of Bitcoin’s strongest long-term narratives. It does not depend only on ETFs or crypto funds. It asks whether operating companies are willing to hold Bitcoin alongside cash, securities, and other balance-sheet assets.
Tesla remains a high-profile test case.
Earnings Reports Are The Real Checkpoints
Corporate Bitcoin holdings are not always updated in real time.
Investors often have to wait for quarterly filings, earnings materials, or investor updates to confirm whether a company has bought, sold, or simply held its position. That makes earnings season important for companies with known crypto exposure.
Tesla’s Q2 report is one of those checkpoints.
If the company confirms an unchanged 11,509 BTC balance, the market will likely treat it as continuity rather than a new catalyst. If the balance changes, the reaction could be stronger because Tesla’s decisions are closely watched.
A sale could raise questions about treasury confidence or liquidity needs. A purchase would likely revive discussion around corporate Bitcoin adoption. No change would simply reinforce the current position.
For now, the responsible read is to wait for the filing.
Tesla Is Not MicroStrategy
Tesla’s Bitcoin strategy should not be confused with MicroStrategy’s.
MicroStrategy has built its entire market identity around Bitcoin accumulation. Tesla has not. Tesla’s core business remains electric vehicles, energy storage, software, and related technology. Bitcoin is a treasury position, not the centre of the company’s capital strategy.
That difference is important.
Tesla can hold Bitcoin without turning into a Bitcoin treasury company. It can also keep the position stable without making a major strategic statement every quarter.
For investors, the Bitcoin balance is one piece of the earnings picture. Margins, deliveries, AI spending, energy revenue, operating costs, and guidance are likely to matter more for Tesla’s stock.
For Bitcoin markets, though, the treasury line still matters because Tesla has symbolic weight.
A continued hold supports the idea that major corporations can keep Bitcoin exposure even when it is not their main business. That is useful for the broader adoption narrative.
What The Market Will Watch
The first thing to watch is whether the 11,509 BTC figure is confirmed again.
The second is whether Tesla provides any language around digital assets, impairment, fair-value accounting, or treasury strategy. Even a small wording change can attract attention because Tesla’s Bitcoin position has been so widely discussed.
The third is whether market conditions influence interpretation.
If Bitcoin is strong heading into the report, an unchanged Tesla balance may reinforce bullish sentiment. If Bitcoin is weak, the same unchanged balance may be seen as less important. Context matters.
Either way, the July 22 earnings report will give investors an official update point.
The main thing is not to overstate it before the documents arrive. Tesla has not confirmed a Q2 Bitcoin buy or sale in the current materials. The story is that one of the world’s most visible public companies is approaching another disclosure window with a major Bitcoin treasury still in focus.
That is enough to watch.
This article is based on Tesla investor relations materials.
This article was written by the News Desk and edited by Samuel Rae.
This report is based on information released by Ir. at Ir
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