EVgo Begins Building Tesla V4 Superchargers Under License

EVgo has begun constructing Tesla V4 Supercharger stations under a licensing agreement, with the new chargers appearing in Tesla's navigation app and supporting both NACS and CCS1 connectors. This expands the Tesla Supercharger network via a third-party operator for the first time at scale.

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EVgo building Tesla Superchargers under license structurally expands the Tesla charging network's geographic footprint without Tesla deploying its own capital, while simultaneously giving EVgo access to Tesla's navigation ecosystem and driver base. This creates a durable revenue stream for EVgo tied to the largest and most trusted EV charging brand in the US, improving EVgo's competitive position against ChargePoint and Blink. Non-Tesla EV drivers using CCS1 connectors gain access to V4 Supercharger infrastructure through EVgo sites, narrowing the charging quality gap between Tesla and other EV brands. Tesla benefits from network density growth and licensing revenue without capital expenditure, reinforcing Supercharger's position as the de facto US fast-charging standard. Competing charging networks that have not secured similar arrangements face a widening quality and coverage disadvantage.