Tesla Semi lands 2,500-truck order doubling U.S. electric fleet

Tesla Semi secured a 2,500-truck order reported September 22, described as doubling the U.S. electric Class 8 fleet, per Electrek. The first Semi from a high-volume production line was reported in April, per Reuters, with mass production planned in Nevada. I read this as backlog, not revenue — delivery cadence, contract terms and depot charging will decide if it pays.