Tesla’s 124-Stall San Francisco Supercharger Bet: Urban Density Meets High-Volume EV Growth

Tesla has filed permits for what could rank among the largest urban charging stations in the country. The proposed site at 75 Waterloo Street in south San Francisco would pack 124 V4 Supercharger stalls onto a triangular lot currently used for yellow-cab storage. Wedged against U.S. Highway 101 near the Alemany and Bayshore intersection, the project signals fresh ambition in a city where apartment dwellers often lack home charging options.
Details emerged this week from planning documents spotted by longtime Supercharger observer MarcoRP on X and first reported in depth by Electrek. The filings list 124 V4 charging posts. They also call for switchgear, 28 parking-lot lights and a compact 400-square-foot “micro-amenity” building. That structure would hold two gender-neutral ADA-compliant restrooms with diaper-changing stations, a central vending vestibule stocked with Cotti coffee and snacks, plus back-of-house storage, IT racks and security equipment.
Power infrastructure stands out. One account from EVWire tallies 14 folding power supply units, several Supercharger cabinets, four switchboards, multiple transformers and extensive new electrical work. The design prioritizes throughput over lounges or retail space. No solar canopies or Megapack batteries appear in the plans, according to Business Insider, which published its own breakdown on August 14.
Such scale feels more at home beside an interstate. Highway stops in Florida and California have reached 200 and 164 stalls respectively. Urban stations usually top out at a few dozen. Tesla’s existing San Francisco location on Market Street holds just 35 stalls. This new hub would dwarf it. The choice of a working neighborhood reflects the Bay Area’s high concentration of Tesla vehicles and the practical limits many owners face without driveway access.
And the timing matters. Tesla’s Supercharger network posted record numbers in the first quarter of 2026. It added roughly 2,500 stalls globally, delivered 1.8 terawatt-hours of energy and logged 53 million charging sessions. Those figures rose 19 percent, 22 percent and 26 percent year-over-year, per data shared by the official Tesla Charging account. The network now exceeds 80,000 stalls worldwide.
Yet expansion slowed after widespread layoffs in the charging division during 2024. The Wall Street Journal documented the drop. New ports opened from May through August fell 28 percent compared with the prior year, according to EV analytics firm EVAdoption. Tesla has since rebuilt parts of the team. This San Francisco proposal suggests renewed momentum in dense markets.
V4 hardware brings higher power. In North America the stalls deliver up to 250 kilowatts for most Tesla models and 325 kilowatts for the Cybertruck. Longer cables accommodate non-Tesla EVs as well. The company opened its network to rivals years ago under federal programs. That move unlocked subsidies and broadened revenue. Third parties such as EVgo now deploy V4 units through Tesla’s Supercharger for Business program.
Observers quickly connected the dots to robotaxis. A site this large could support high daily vehicle turnover in a city long viewed as a test bed for autonomous ride-hailing. Speculation ran hot on X after Sawyer Merritt highlighted the plans. One post noted the hub “paves the way for larger rollout of Robotaxi in the region.” Tesla included no such reference in the permit filings. A prior 150-vehicle robotaxi charging proposal in San Francisco was pulled earlier this year amid union pushback and building issues, Reuters reported at the time.
City approval remains pending. The July 29 permit revision awaits review. No construction timeline has surfaced. If built, the station would operate 24 hours a day with conventional parking layout. Neighbors near smaller local Superchargers have complained in the past about noise and late-night activity. Whether a facility four times larger triggers similar friction stays an open question.
Tesla continues to promote Supercharging as cheaper than gasoline with fast recharge times. The official site promises up to 200 miles of range in 15 minutes at peak. Real-world performance varies with battery size, temperature and congestion. Still, the network’s reliability and integration with vehicle navigation have set an industry standard even as competitors scale their own fast-charging efforts.
This latest proposal arrives as EV adoption pushes forward despite slower recent sales growth in some segments. San Francisco’s dense population and progressive policies make it a logical proving ground. A station of this size could ease range anxiety for thousands of local drivers while generating steady utilization and income. It also tests whether massive charging hubs can succeed without the cheap land of rural highway exits.
Broader trends support the move. Tesla’s Q1 energy delivery displaced 823 million liters of gasoline and avoided 3.4 billion kilograms of carbon dioxide emissions. Those numbers will climb if urban infrastructure catches up to vehicle sales. The company has opened voting for future Supercharger locations in various countries, but major metro bets like this one appear driven by internal data on where demand clusters.
Challenges remain. Grid capacity at the site will require careful engineering given the concentrated draw of 124 high-power stalls. Local utilities must sign off. Traffic flow around the freeway-adjacent lot could face strain during peak hours. Yet the filings show Tesla has planned for lighting, drainage and accessibility from the start.
Industry watchers will track the outcome closely. Success here might encourage similar urban megahubs elsewhere. Failure or long delays could temper that enthusiasm. For now the permit filings represent a concrete step. Tesla is no longer content to dominate highway corridors alone. It wants to own the city blocks where its customers actually live and work. The 124-stall San Francisco project puts that strategy in asphalt and steel.