Just about a year after Hyundai Motor Group announced plans to adopt the North American Charging Standard (NACS), Kia America sits on the cusp of sending plug adapters out to its current customers while its umbrella company works to implement the universal charging inlets on new models.
The North American Standard (NACS) was initially introduced as American Automaker Tesla’s proprietary plug, giving its owners access to its Supercharger network across North America.
After Tesla renamed the inlet NACS and shared intentions to open up access to other OEMs, legacy automakers like Ford and GM quickly announced the transition. In the past year, nearly every EV automaker has followed suit and adopted the North American Charging Standard, bringing hopes of a universal charging inlet that much closer to reality—even if it will take adapters to start.
Last year, Hyundai Motor Group said it would need to examine the standard from “a customer’s perspective” before deciding whether to adopt NACS. However, the Korean automaker confirmed that a switch was in the works after we reported that an IONIQ 5 and Kia EV9 had been spotted at Tesla chargers.
Hyundai and Kia are working on implementing native NACS ports on future EV models, including the EV9, but current owners and those who purchase one of the brand’s BEVs this year will still need an adapter.
However, starting in early 2025, those EV owners can receive a NACS adapter from Kia, and some will get one for free.
The 2024 Kia EV9 / Source: Kia America
Kia to rollout NACS adapters to customers in January 2025
According to an update from Kia America this morning, it plans to begin sending NACS adapters to EV6 and EV9 owners on January 15, 2025. The automaker relayed that any customer who purchases and takes delivery of a new 2024 or 2025 Kia EV9 or 2024 Kia EV6 from September 4, 2024, onward will receive a complimentary NACS adapter.
The adapter will give those Kia owners access to over 16,500 Tesla DC fast chargers in the US. Kia America’s VP of sales operations, Eric Watson, spoke about the rollout of NACS adapters:
As a leader in electrified mobility, it’s important Kia provide our EV customers the best ownership experience possible, and offering NACS adapters is a great way to open up a vast number of charge points across North America, expanding Kia-accessible DC charge points by more than 83 percent. Kia EVs are known for their range, with the EV6 RWD Light Long Range traveling an EPA-estimated 310 miles on a full charge. Now, with access to this sprawling network of DC fast chargers, our EV owners can feel even more confident in their ability to reach far-flung destinations on electricity.
According to Kia, the NACS adapters will be available in three versions: NACS to CCS1, CCS1 to NACS, and J1772 to NACS. NACS to CCS1 enables existing Kia EVs to use Tesla-branded DC fast chargers. The CCS1 coupler to NACS port enables NACS-equipped Kia EVs to charge on existing CCS DC chargers, and the J1772 to NACS adapter allows NACS-equipped Kia EVs to AC-charge on existing Level 2 chargers.
If you took delivery of a Kia EV6 or EV9 before September 4 of this year, you can still get an NACS adapter, but you’ll have to pay for it. Kia says those owners will have the opportunity to purchase an adapter from an authorized Kia dealer “at a later date.”
How much that will cost remains uncertain at this point. For comparison, GM just started rolling out its approved NACS adapter to its customers, starting at $225.
Lastly, Kia said it will roll out an OTA software update in early 2025 that will allow its EV owners to locate and pay for charging via the Kia Access app.
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Metro Detroit is about to get a big boost of fast EV chargers, with more than 40 new ChargePoint ports set to come online across multiple sites owned by the Dabaja Brothers Development Group.
The first ultra-fast charging site just opened in Canton, Michigan. It’s owned and operated by Dabaja Brothers, who plan to follow it with additional ChargePoint-equipped locations in Dearborn and Livonia.
“We started this project because we saw a gap in our community – there was almost nowhere to charge an EV in Canton, and a similar lack of charging across metro Detroit,” said Yousef Dabaja, owner/operator at Dabaja Brothers.
Each metro Detroit site will feature ChargePoint Express Plus fast charging stations, which can deliver up to 500 kW to a single port, can fast-charge two vehicles at the same time, and are compatible with all EVs. The stations feature a proprietary cooling system to deliver peak charging speeds for sustained periods, ensuring that charging speed remains consistent.
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The stations operate on the new ChargePoint Platform, which enables operators to monitor performance, adjust pricing, troubleshoot issues, and gain real-time insights to keep chargers running smoothly.
Rick Wilmer, CEO at ChargePoint, said, “This initiative will rapidly infill the ‘fast charging deserts’ across the Detroit area, allowing drivers to quickly recharge their vehicles when and where they need to.”
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Mercedes-Benz High-Power Charging and Starbucks have officially opened their first DC fast charging hub together, off the I-5 in Red Bluff, California.
The 400 kW Mercedes-Benz chargers are capable of adding up to 300 miles in 10 minutes, depending on the EV, and every stall has both NACS and CCS cables – they’re fully open DC fast chargers.
Mercedes-Benz HPC North America, a joint venture between subsidiaries of Mercedes-Benz Group and renewable energy producer MN8 Energy, first announced in July 2024 that it would install DC fast chargers at Starbucks stores along Interstate 5, the main 1,400-mile north-south interstate highway on the US West Coast from Canada to Mexico. Ultimately, Mercedes plans to install fast chargers at 100 Starbucks stores across the US.
Mercedes-Benz HPC opened its first North American charging site at Mercedes-Benz USA’s headquarters in Sandy Springs, Georgia, in November 2023 as part of an initial $1 billion charging network investment. As of the end of 2024, Mercedes had deployed over 150 operational fast chargers in the US, but it hasn’t disclosed an official number of how many chargers are currently online.
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Andrew Cornelia, CEO of Mercedes-Benz HPC North America, is leaving the company at the end of the month to become global head of electrification & sustainability at Uber.
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The race for autonomous driving has three fronts: software, hardware, and regulatory. For years, we’ve watched Tesla try to brute-force its way to “Full Self-Driving (FSD)” with its own custom hardware, while the rest of the automotive industry is increasingly lining up behind NVIDIA.
Here’s a table comparing the two chips with the best possible specs I could find. greentheonly’s teardown was particularly useful. If you find things you think are not accurate, please don’t hesitate to reach out:
Feature / Specification
Tesla AI4 (Hardware 4.0)
NVIDIA Drive Thor (AGX / Jetson)
Developer / Architect
Tesla (in-house)
NVIDIA
Manufacturing Process
Samsung 7nm (7LPP class)
TSMC 4N (custom 5nm class)
Release Status
In production (shipping since 2023)
In production since 2025
CPU Architecture
ARM Cortex-A72 (legacy)
ARM Neoverse V3AE (server-grade)
CPU Core Count
20 cores (5× clusters of 4 cores)
14 cores (Jetson T5000 configuration)
AI Performance (INT8)
~100–150 TOPS (dual-SoC system)
1,000 TOPS (per chip)
AI Performance (FP4)
Not supported / not disclosed
2,000 TFLOPS (per chip)
Neural Processing Unit
3× custom NPU cores per SoC
Blackwell Tensor Cores + Transformer Engine
Memory Type
GDDR6
LPDDR5X
Memory Bus Width
256-bit
256-bit
Memory Bandwidth
~384 GB/s
~273 GB/s
Memory Capacity
~16 GB typical system
Up to 128 GB (Jetson Thor)
Power Consumption
Est. 80–100 W (system)
40 W – 130 W (configurable)
Camera Support
5 MP proprietary Tesla cameras
Scalable, supports 8MP+ and GMSL3
Special Features
Dual-SoC redundancy on one board
Native Transformer Engine, NVLink-C2C
The most striking difference right off the bat is the manufacturing process. NVIDIA is throwing everything at Drive Thor, using TSMC’s cutting-edge 4N process (a custom 5nm-class node). This allows them to pack in the new Blackwell architecture, which is essentially the same tech powering the world’s most advanced AI data centers.
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Tesla, on the other hand, pulled a move that might surprise spec-sheet warriors. Teardowns confirm that AI4 is built on Samsung’s 7nm process. This is mature, reliable, and much cheaper than TSMC’s bleeding-edge nodes.
When you look at the compute power, NVIDIA claims a staggering 2,000 TFLOPS for Thor. But there’s a catch. That number uses FP4 (4-bit floating point) precision, a new format designed specifically for the Transformer models used in generative AI.
Tesla’s AI4 is estimated to hit around 100-150 TOPS (INT8) across its dual-SoC redundant system. On paper, it looks like a slaughter, but Tesla made a very specific engineering trade-off that tells us exactly what was bottling up their software: memory bandwidth.
Tesla switched from LPDDR4 in HW3 to GDDR6 in HW4, the same power-hungry memory you find in gaming graphics cards (GPUs). This gives AI4 a massive memory bandwidth of approximately 384 GB/s, compared to Thor’s 273 GB/s (on the single-chip Jetson config) using LPDDR5X.
This suggests Tesla’s vision-only approach, which ingests massive amounts of raw video from high-res cameras, was starving for data.
Based on Elon Musk’s comments that Tesla’s AI5 chip will have 5x the memory bandwidth, it sounds like it might still be Tesla’s bottleneck.
Here is where Tesla’s cost-cutting really shows. AI4 is still running on ARM Cortex-A72 cores, an architecture that is nearly a decade old. They bumped the core count to 20, but it’s still old tech.
NVIDIA Thor, meanwhile, uses the ARM Neoverse V3AE, a server-grade CPU explicitly designed for the modern software-defined vehicle. This allows Thor to run not just the autonomous driving stack, but the entire infotainment system, dashboard, and potentially even an in-car AI assistant, all on one chip.
Thor has found many takers, especially among Tesla EV competitors such as BYD, Zeekr, Lucid, Xiaomi, and many more.
Electrek’s Take
There’s one thing that is not in there: price. I would assume that Tesla wins on that front, and that’s a big part of the project. Tesla developed a chip that didn’t exist, and that it needed.
It was an impressive feat, but it doesn’t make Tesla an incredible leader in silicon for self-driving.
Tesla is maxing out AI4. It now uses both chips, making it less likely to achieve the redundancy levels you need to deliver level 4-5 autonomy.
Meanwhile, we don’t have a solution for HW3 yet and AI5 is apparently not coming to save the day until 2027.
By then, there will likely be millions of vehicles on the road with NVIDIA Thor processors.
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