Tesla Update — 2026-08-07

Tesla News & Deals

Confirmed deals

• No material U.S. or Hawaii consumer-offer change was verified since yesterday’s update. Tesla’s Current Offers and new-inventory pages still return HTTP 403 to unattended checks, while Tesla’s SEC submissions still end with the July 23, 2026 Form 10-Q. CarsDirect continues to expose ZIP 96825 in its page payload, but no reproducible before/after change was found in its August lease program. What changed: nothing confirmed in purchase pricing, lease payments, promotional APR, FSD transfer/trial, free Supercharging, loyalty/referral terms, or Hawaii inventory discounts. Confidence: confirmed for SEC filing status; Tesla consumer terms inaccessible. Tesla’s configurator remains the final authority for configuration, inventory-only status, returning-owner eligibility, qualified credit, taxes, fees, combinability, order/delivery deadlines, and Hawaii availability. Tesla Current Offers · Tesla new inventory · Tesla SEC submissions · CarsDirect Tesla leases

Important Tesla news

• Tesla and SpaceX named Grimes County, Texas, as the site of their proposed Terafab and put the first phase at about $16.8 billion. Tesla’s August 6 post says the companies need more chips than projected global supply and targets more than 1 terawatt of compute per year. Reuters independently reported the $16.8 billion initial investment; Electrek reports a planned footprint above 100 million square feet, at least 3,000 jobs, and intended chip production for Optimus, Cybercab, and SpaceX systems. Owner/buyer impact: this is a long-range AI/robotics supply-chain investment, not a near-term vehicle-price or availability change. The scope remains a plan: Electrek notes earlier SpaceX disclosures described the arrangement as a general framework without binding participation commitments, so cost allocation, manufacturing partners, schedule, permits, and final scale remain unresolved. What changed: the companies disclosed the location and first-phase amount after the August 6 morning brief. Confidence: confirmed company announcement for the site and goal; execution and ultimate scale remain uncertain. Tesla announcement · Reuters discovery record · Electrek
• EVIO’s tracker now lists 22 third-party sites using Tesla’s commercial Supercharger hardware. The tracker, surfaced August 6, shows 176 stalls in the pipeline: one 325-kW site live, five sites under construction, and 16 listed as coming soon; most planned sites use V4 hardware rated up to 500 kW. These are host-operated locations under Tesla’s Supercharger for Business program, not additions Tesla itself has announced to own or price. Owner/buyer impact: the buildout could add in-navigation charging choices, but opening dates, site-by-site plug compatibility, pricing, and delivered charging rates remain local and vehicle-dependent. Confidence: credibly reported from EVIO’s public project tracker; construction-stage claims are not completed sites. EVIO tracker · Tesla Supercharger for Business · Not a Tesla App

Rumors and early signals

• North American navigation package NA-2026.26 appears to be entering a staged rollout. Not a Tesla App reports owner sightings of the several-gigabyte package replacing NA-2025.44, with newer road geometry, speed-limit, lane-routing, and point-of-interest data. It downloads over Wi-Fi and is separate from the vehicle firmware version and visual map tiles. Confidence: unconfirmed/early signal because the report begins with owner observations and Tesla has not published a matching release note or rollout count. What would confirm it: direct observation in Jay’s vehicle or a Tesla-published map-package notice. Not a Tesla App

Deal watch

• Offers approaching expiration: CarsDirect’s unchanged 36-month Honolulu examples still show August 31, 2026: Model 3 RWD at $379/month with $4,075 due at signing (effective $492.19/month) and Model Y RWD at $459/month with $4,155 due (effective $574.42/month). Annual mileage, taxes, acquisition/disposition fees, exact credit tier, combinability, and Tesla order/delivery rules remain undisclosed, so these are third-party examples—not confirmed Tesla quotes.
• Meaningful inventory discounts: none independently reproducible for ZIP 96825. Tesla inventory remains blocked to unattended checks, and Tesla-Info’s national inventory table does not prove a Hawaii-specific authorized discount. Tesla inventory · Tesla-Info
• Signs a stronger promotion may be approaching: none verified. The Terafab, EVIO, and map-package developments do not indicate a near-term vehicle incentive.
• Buy now or wait: wait for a direct Tesla quote unless a specific in-stock vehicle is urgent. No new incentive was confirmed today, and the large lease drive-offs materially weaken the advertised monthly payments. Verify ZIP 96825 availability, mileage, taxes, fees, credit tier, exact VIN, and order/delivery deadline in Tesla’s live configurator before ordering.