Tesla Inc. (NASDAQ:TSLA) has several new vehicles entering full-scale production in 2026, including the Tesla Semi. While this is exciting for investors, news of the Tesla Semi’s first customer after the launch is less so.

Tesla Semi First Customer Unveiled

PepsiCo has been operating Tesla Semi vehicles as part of a pilot program. More companies that have reserved Tesla Semi vehicles could receive deliveries in 2026, with full-scale production set for next year.

Those customers may be waiting in line behind Tesla to get their trucks.

During the company's third-quarter earnings report, Tesla said the Semi is on schedule for volume production in 2026. Deliveries for companies outside of early testers, like PepsiCo, are expected to begin shortly after.

Dan Priestley, Head of the Tesla Semi segment, recently told a user on social media that the electric vehicle company will ...