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Tesla Semi spotted
Image Credit: X | HinrichsZane

Tesla Semi Drone Footage Reveals Unannounced Fleet Customers

Tesla had Semi trucks painted in the colours of several fleet operators that have never announced orders lined up outside its Nevada factory, drone footage posted on X showed, a day before Thursday’s rollout event.

The trucks carried the branding of US Foods, OK Produce, Nevoya, HMD and LTS, alongside liveries of Semi customers that have announced orders.

Tesla will stream Thursday’s event on X at 6 p.m. Pacific time. The invite-only event marks the opening of the 1.7-million-square-foot plant, which Tesla says is designed to build 50,000 trucks a year.

The footage came from Zanegler, a drone videographer who tracks the Semi and posts on X as ‘HinrichsZane’.

“They have added branding to several Tesla new generation semis,” he wrote.

“Some of these we knew about and some are previously unknown,” he added. He tagged the official Tesla Semi account and Dan Priestley, Director of the Tesla Semi Program.

His list of 11 liveries also included PepsiCo, Einride, ABF Freight, DHL, WattEV and IMC Logistics.

All six have publicly announced Semi orders or pilots.

The footage shows most of the trucks parked side by side. The US Foods, HMD and PepsiCo trucks were filmed driving on a road near the site.

The footage came two days after a US shippers’ alliance, ZET SCALE, picked Tesla as its main supplier for up to 2,500 Class 8 trucks. PepsiCo and Microsoft are founding shippers in the alliance.

The alliance has not named its carriers.

US Foods

US Foods, the second-largest foodservice distributor in the US, has never announced a Semi order or said how many trucks it plans to run.

A Semi in US Foods branding was spotted on what looked like a training run near Gigafactory Nevada in May 2025, Teslarati reported. Neither company commented at the time.

US Foods operates a distribution centre in Reno, near the Semi factory.

Its earlier electric heavy trucks came from Freightliner, whose eCascadia it began deploying in 2023.

OK Produce

OK Produce, a third-generation produce distributor based in Fresno, California, has not been named in any Tesla announcement.

Its electrification programme with the San Joaquin Valley Air Pollution Control District plans to deploy “brand-new battery electric Volvo VNR and Tesla semi-trucks,” according to the project’s website.

The programme covers at least 50 battery-electric Class 8 trucks and 24 dual-port fast chargers at the company’s Fresno distribution centre. It targets completion by June 2027.

The site does not say how many of the trucks will be Semis.

OK Produce already ran 10 Freightliner eCascadia trucks and was expecting seven Volvo VNR Electric trucks in 2023, Heavy Duty Trucking reported.

“Three years ago, Freightliner presented us with three electric trucks, I was hooked on them before they started the PowerPoint,” Brady Matoian, Chief Executive Officer of OK Produce, told the publication.

Nevoya

Nevoya, an all-electric carrier founded in 2023 and based in Colton, California, has never announced the size of any Semi order.

Chief Executive Officer Sami Khan said last year that the company had orders placed with Tesla and Volvo. Its fleet has been built mainly on Freightliner eCascadia day cabs, on routes of 250 miles or less.

In September, Google agreed to buy emissions credits from 25 Nevoya trucks on the roughly 240-mile Houston-Dallas corridor.

Neither company has named the truck maker for that deal.

HMD

The HMD livery matches HMD Trucking, a carrier based in Chicago Ridge, Illinois, with more than 650 trucks and about 600 drivers, according to its website.

“By the end of 2026, we plan to introduce Tesla electric trucks to our fleet,” the company says there.

In a blog post first published in March and updated on September 20, HMD said it had placed an order and was “still waiting for this truck to arrive.”

It did not say how many trucks it ordered.

The company said it plans to test them in Chicago winters and on regional Midwest routes.

“We’re excited to finally get our hands on our electric order and see how it handles,” the post said.

HMD said diesel would remain essential for its long-haul drivers “for the foreseeable future.”

Founded in 1998, HMD runs dry van, flatbed, hazmat and doubles freight.

LTS

The seventh truck carried the letters “LTS” on a navy shield, with smaller lettering beneath them saying Lincoln Transportation.

The company has not publicly announced a Semi order, pilot or incentive award.

Cláudio Afonso founded CARBA in early 2021 and launched the news blog EV later that year.