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Tesla CEO Elon Musk kicks off deliveries of the company’s heavy-duty truck, the Semi, at the Gigafactory in Sparks, Nevada.

Tesla Inc.

Tesla CEO Elon Musk kicked off deliveries of the company’s first few production Semi trucks on Thursday, speaking on stage at the company’s factory in Sparks, Nevada, with Dan Priestly, the company’s senior manager for Semi truck engineering.

As CNBC previously reported, Tesla set up lines and started production of the Semi outside of Reno this year at the site where it primarily makes the battery cells, drive units, and battery packs that power its cars. Musk and Tesla did not say on Thursday how many Semis it is delivering.

Tesla originally showed off the Semi design in Dec. 2017. Production got delayed by the Covid pandemic and battery cell supply issues, among other things.

During the deliveries kick-off event, Musk briefly alluded to the tumult of the past five years and quipped, “Sorry for the delay.”

He later thanked and the handed the mic to representatives from PepsiCo Frito Lay, which is Tesla’s first customer to receive and use production Semi trucks.

One major difference between Tesla’s Class 8 offering and other heavy-duty trucks is the location of the steering wheel and the driver’s seat. Rather than using the left side (or right side in Europe), Tesla designed the Semi with the steering wheel in the center of the cab with touchscreens positioned on both sides of the driver.

We went inside Tesla's first Gigafactory

While the Tesla Semi was in development, other fully electric heavy-duty trucks launched into the market.

Volvo-owned Renault Trucks and Daimler haveproduced and delivered electric heavy-duty trucks to customers before Tesla Even beleaguered Nikola — whose founder was ousted and convicted of fraud in recent months — started production of a battery electric truck in March.

But Tesla boasts some high-tech features not available elsewhere, including a new, fast-charging system, and a battery with greater range than competitors. The DC fast-charging system delivers up to 1MW, and employs a water-based coolant to ensure it’s safe in delivering that power. Tesla says that the Semi can travel 500 miles on a single charge while fully loaded.

The new fast-charging tech will eventually be installed at Tesla SuperCharging stations and used to power up Cybertrucks, the consumer pickup truck Tesla is planning, Musk revealed. The company plans volume production of the sharp-edged heavy pickup at its new factory in Austin, Texas.

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In the U.S., he said, there are something like 15 million passenger vehicles and around 200,000 heavy duty trucks. “It seems like a small percentage,” he said, but the semi trucks represent a large portion of harmful vehicle emissions because of their size, weight, and the fact they are driven around the clock.

Those emissions can have dastardly health effects on people who live near warehouses, ports, and other roadways with lots of trucking activity.

According to transportation and air quality research by the American Lung Association, medium- and heavy-duty vehicles (such as delivery vans, short- and long-haul trucks) represented about 6% of the on-road fleet in the U.S. as of 2020. These vehicles generate an outsized amount of pollution, including 59% of ozone and particle-forming nitrogen oxide emissions, and 26% of the greenhouse gas emissions from transportation.

Musk said that the Semi would not only help combat climate change, but “It’s also quiet, will improve the quality of your air, and will improve the health of people living near freeways.”

The same can be said of other electric, heavy-duty trucks that displace diesel trucks.

Musk and other execs did not discuss Tesla’s driver assistance systems, which are marketed as Autopilot and Full Self-Driving Capability, at the Semi deliveries event. In 2017, when Musk debuted the Semi, he touted a driverless trucking future.

Nor did they discuss how many trucks they plan to produce in the next year, nor how they will obtain the additional battery cells and raw materials to produce those.

Shares in Elon Musk’s auto business closed flat ahead of the event, at $194.70, and did not move appreciably in after-hours trading.

Watch the full deliveries event here.

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A little-known startup just used AI to make a moon dust battery for Blue Origin

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A little-known startup just used AI to make a moon dust battery for Blue Origin

Istari Digital CEO Will Roper talks about the AI technology that built the Blue Origin moon vacuum

Artificial intelligence has created a device that turns moon dust into energy.

The moon vacuum, which was unveiled on Wednesday by Blue Origin at Amazon‘s re:Invent 2025 conference in Las Vegas, was built using critical technology from startup Istari Digital.

“So what it does is sucks up moon dust and it extracts the heat from it so it can be used as an energy source, like turning moon dust into a battery,” Istari CEO Will Roper told CNBC’s Morgan Brennan.

Spacecraft carrying out missions on the lunar surface are typically constrained by lunar night, the two-week period every 28 days during which the moon is cast in darkness and temperatures experience extreme drops, crippling hardware and rendering it useless unless a strong, long-lasting power source is present.

“Kind of like vacuuming at home, but creating your own electricity while you do it,” he added.

The battery was completely designed by AI, said Roper, who was assistant secretary of the Air Force under President Donald Trump‘s first term and is known for transforming the acquisition process at both the Air Force and, at the time, the newly created Space Force.

Read more CNBC tech news

A major part of the breakthrough in Istari’s technology is the way in which it handles and limits AI hallucinations.

Roper said the platform takes all the requirements a part needs and creates guardrails or a “fence around the playground” that the AI can’t leave while coming up with designs.

“Within that playground, AI can generate to its heart’s content,” he said.

“In the case of Blue Origin’s moon battery, [it] doesn’t tell you the design was a good one, but it tells us that all of the requirements were met, the standards were met, things like that that you got to check before you go operational,” he added.

Istari is backed by former Google CEO Eric Schmidt and already works with the U.S. government, including as a prime contractor with Lockheed Martin on the experimental x-56A unmanned aircraft.

Watch the full interview above and go deeper into the business of the stars with the Manifest Space podcast.

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Nvidia CEO Jensen Huang talks chip restrictions with Trump, blasts state-by-state AI regulations

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Nvidia CEO Jensen Huang talks chip restrictions with Trump, blasts state-by-state AI regulations

Jensen Huang: State-by-state AI regulation would drag industry to a halt

Nvidia CEO Jensen Huang said he met with President Donald Trump on Wednesday and that the two men discussed chip export restrictions, as lawmakers consider a proposal to limit exports of advanced artificial intelligence chips to nations like China.

“I’ve said it repeatedly that we support export controls, and that we should ensure that American companies have the best and the most and first,” Huang told reporters on Capitol Hill.

Lawmakers were considering including the Guaranteeing Access and Innovation for National Artificial Intelligence Act in a major defense package, known as the National Defense Authorization Act. The GAIN AI Act would require chipmakers like Nvidia and Advanced Micro Devices to give U.S. companies first pick on their AI chips before selling them in countries like China.

The proposal isn’t expected to be part of the NDAA, Bloomberg reported, citing a person familiar with the matter.

Huang said it was “wise” that the proposal is being left out of the annual defense policy bill.

“The GAIN AI Act is even more detrimental to the United States than the AI Diffusion Act,” Huang said.

Nvidia’s CEO also criticized the idea of establishing a patchwork of state laws regulating AI. The notion of state-by-state regulation has generated pushback from tech companies and spurred the creation of a super PAC called “Leading the Future,” which is backed by the AI industry.

“State-by-state AI regulation would drag this industry into a halt and it would create a national security concern, as we need to make sure that the United States advances AI technology as quickly as possible,” Huang said. “A federal AI regulation is the wisest.”

Trump last month urged legislators to include a provision in the NDAA that would preempt state AI laws in favor of “one federal standard.”

But House Majority Leader Steve Scalise (R-LA) told CNBC’s Emily Wilkins on Tuesday the provision won’t make it into the bill, citing a lack of sufficient support. He and other lawmakers will continue to look for ways to establish a national standard on AI, Scalise added.

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Design executive behind ‘Liquid Glass’ is leaving Apple

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Design executive behind 'Liquid Glass' is leaving Apple

File: Then Apple Creative Director Alan Dye celebrates the launch of the July Issue at the new WIRED office on June 24, 2015 in San Francisco, California.

Kimberly White | Getty Images

Apple‘s head of user interface design, Alan Dye, will join Meta, in a notable shift of executive talent in Silicon Valley.

The iPhone maker confirmed Dye’s departure on Wednesday and Apple CEO Tim Cook said in a statement that the company prioritizes design and has a strong team. The statement said that veteran designer Stephen Lemay will succeed Dye.

“Steve Lemay has played a key role in the design of every major Apple interface since 1999,” Cook said in a statement.

Meta CEO Mark Zuckerberg in a Wednesday social media post said that Dye would lead up a new creative studio that brings together design, fashion and technology.

“We plan to elevate design within Meta,” wrote Zuckerberg, who did not say what specific products Dye will work on.

Compared to other Silicon Valley companies, Apple has always emphasized design to customers and investors as one of its strengths. Apple prominently features its design executives to discuss interface changes at the company’s launch events.

In June, Dye revealed a redesign of Apple’s software interface for iPhones, Macs and the Apple Watch called Liquid Glass. The company described it as an “elegant” new design with translucent buttons, updated app icons and fluid animations.

Dye said it was the “next chapter” of the company’s software and said it “sets the stage” for the next era of Apple products.

“Our new design blurs the lines between hardware and software to create an experience that’s more delightful than ever while still familiar and easy to use,” Dye said at the launch.

Reviews were mixed on the Liquid Glass update, which shipped with new iPhones in September.

Apple announces liquid glass during the Apple Worldwide Developers Conference (WWDC) on June 9, 2025 in Cupertino, California.

Justin Sullivan | Getty Images

For years, Apple design was embodied by executive Jony Ive, who left Apple in 2019 and is now working with OpenAI on artificial intelligence hardware alongside Sam Altman.

Dye took over user interface design and became one of the design studio’s leads in 2015 when Ive stepped back from a day-to-day role. Dye started at Apple in 2006 and worked on software for the iPhone, iPad, Mac, Apple Watch, Apple TV and Vision Pro, according to his LinkedIn profile.

He was also partly responsible for the first iPhone in 2017 that did away with the home screen button at the bottom of the device and replaced it with a software-based swipe-up motion.

Meta has said in recent years that it wants to be a major developer of hardware and Zuckerberg has said Apple is one of his company’s biggest competitors.

The social media company currently makes several virtual reality headsets under its Quest brand, and recently scored its first hardware hit with Ray-Ban Meta smart glasses, which are stylish sunglasses equipped with cameras and the ability to run an AI model that can answer questions. Sales of the device tripled over the past year, Ray-Ban parent company EssilorLuxottica said in July.

“We’re entering a new era where AI glasses and other devices will change how we connect with technology and each other,” Zuckerberg wrote.

Bloomberg first reported the move.

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