• Tesla is investing $3.6 billion for a factory dedicated to its semi truck.
• The first Tesla Semis have been delivered to the giant Pepsi.
• The transition to electrification is picking up steam in this segment, and Tesla has increasing competition.
Tesla will invest $3.6 billion in Nevada to build a factory to assemble its semi truck. The news was first announced Monday night by the state's governor, Joe Lombardo, before being confirmed by the company the next day.