I'm 99% sure that they can't be virtual, they have to be identified by specific IDs. But in any case, I suspect Tesla will make a site 100% NEVI, or 0% NEVI. (If they apply for any NEVI funding at all, I think there are too many requirements that they won't want to deal with.) They are unlikely to mix/match. (Exception might be in Oregon where they require at least one 350kW stall, which current Tesla tech doesn't support.)
Of course, your whole plan falls apart with newer vehicles, like a Rivian: (And there are more and more of them every day.)
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It stays above 100kW for more than a half hour, with about 10 of those minutes above 200kW. The average for that entire 30+minute charging session is 155kW, so if you limit them to 150kW then it would take longer than 30 minutes and offer no sharing ability.
There are also issues that you really can't get a 800kW or 1200kW transformer. You have options like 500kW, which is what Tesla/Rivian use a for 6 stall site, which can't meet NEVI requirements at all. Then you go to 750kW, 1000kW, 1500kW, etc.
Then they don't read the tips the car displays to them. (I have had my car show me that tip multiple times.)
Hmm, I have never seen my car give that tip, but it's recent. Well, anyway, in this scheme, Tesla is not going to offer that tip, obviously. Or only offer it when the station is low. After all, Tesla doesn't want to help a new arrival take power away from others at the station. Instead, they just want to avoid the waste of a mostly empty station where two people are sharing a pair when there are empty pairs out there.
But let's take an example of Rivians that can draw power for a long time. The question is not how long it draws 200kw, but rather what its curve looks like when 150kw is the most it is offered, and how long it will take 150kw for, and most importantly what fraction of its typical charging session will it take 150kW at. In other words, across all vehicles and all sessions, what is the *average* power taken for the whole session, when the max is 150kW. I will tell you, that average is not 150kW, and my guess is it's not even close, it's probably closer to 100kW, but I would be interested in hard data.
It will vary driver to driver and arrival to arrival and brand to brand. That variation barely matters. What matters is the average. If a car stops for 40 minutes and picks up 60kWh then the average is 90kW, even if it drew 150kW for the first 15 minutes.
And if Rivians can average 150kW do this that's not a problem because there are really not many Rivians. And remember, the car is only doing that if it pulls in with a very low SoC. Tesla knows what SoC people actually have, and it's that aggregate data which matters. Urban chargers in particular have many locals charging who don't have Level 2 at home and come in at any SoC. The only people who come in with low SoC and charge to only 60% are a subset of road-trippers who follow that "shortest time at the charging station" strategy. While I know some people do it, the question is what fraction of people do it. I think it's the wrong strategy, but people disagree. That doesn't matter, it matters what the average person does.
Anyway, whatever the real average is, Tesla will want to learn it, and provision their stations to handle that average, not the maximum. Tesla is smart and does this, the NEVI law is stupid and demands provisioning for all cars at maximum.
If the average grows to be 150kW (I doubt it) then Tesla will start provisioning their stations to get closer to that average, though they would not go the full distance because that's silly. However, it means that on rare, high-load events the premium stalls (which have no label, I suspect) will get a slightly better share, and the other stalls slightly less. Again, I doubt most people will notice. Hell, getting less than you think you should get is a super common experience today.
So the other stations are hardly crippled. Again, I don't think people will notice. Tesla typically does a minimum of 8 but usually more more. Anybody know what they typically provision today? If there are 12 or 15 or 30 stalls and it's provisioned to handle those at 80kW each, will anybody notice if, should 4 Rivians happen to go into the premium stalls, the rest get 65kW on those very rare times? I doubt it.
So not crippled, and certainly not a reason to turn down Nevi money. Tesla V4 supercharger, as part of their plan to support the 1000v Tesla Semi at a megawatt, can certainly handle 350kW at 800v if they wish to deploy in Oregon. (A better approach might be to say, "Hey, Oregon, if you don't want any more Tesla stations, that's up to you, but why don't you fix that law and let us do our job?)