Supercharger Network Expansion and Competition

Major expansion: 124-stall V4 in South SF, largest East Coast in Queens, Romulus 48-stall, Maryland NEVI funding (Tesla conditional awardee). EVgo adopting Tesla V4 Superchargers, confirming NACS standardization win; 15k-17k ports by 2030 with 500kW capability. Ionna overtakes Tesla in J.D. Power 2026 study (Tesla still above average). Virtual waitlist pilot at 5 US sites. V4 production shift from NY. Also, Wawa-Tesla charging at two Philadelphia locations adds local access.