Tesla Semi

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.