Morgan Stanley Sees Up to $17 Billion in Annual Tesla Semi Software Revenue
Morgan Stanley’s note estimates Tesla’s autonomous Semi software could generate 12,000–18,000 dollars per truck per month, potentially reaching about 17 billion dollars in software revenue by 2040 with 82,000 Semis on the road, far eclipsing current consumer FSD revenue. Tesla is expanding the Semi into Europe with specifications like a 550-kilometer range and fast Megacharger charging, leveraging high diesel prices to accelerate adoption, while Musk’s ventures like Boring Company attract large funding for tunnel projects.
Business · 7 sources · Sep 11, 2026Read itThe journal
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About Tesla Semi
The Tesla Semi is a battery electric semi-trailer truck built by Tesla, Inc. since 2022. The truck is powered by three motors, has approximately three times the power of a typical diesel semi truck, and can operate at an energy use of less than two kilowatt-hours per mile (1.2 kW⋅h/km). The Semi has two models: one is rated for 325 miles (520 km), the other for 500 miles (800 km). It can haul 45,000 lb loads.
Everything about Tesla Semi →- Inception
- November 16, 2017
- Website
- https://www.tesla.com/semi