Aurora Innovation expects to have more than 30,000 driverless trucks in operation and more than $5 billion in annual revenue by 2030.
It projects positive free cash flow on a run-rate basis in 2028, which would come with roughly 7,500 trucks on the road.
The 200 trucks Aurora expects to have allocated by the end of 2026 carry an $80 million annualized revenue run rate.
The step from roughly 1,000 trucks at the end of 2027 to roughly 7,500 in 2028 works out to about 125 trucks a week.
Aurora said it nearly doubled its driverless customer count during 2026 and has logged more than 500,000 driverless miles since commercial launch, with trucks averaging an annualized 225,000 miles, more than double a typical truck.