Kodiak AI will deliver 75 self-driving trucks to freight company DTL Transport starting in 2028.

It’s the company’s first binding commercial deal for driverless big rigs that will run on public highways.

Under this business model, Kodiak owns and operates the self-driving trucks as a third-party carrier on behalf of other companies.

Technically, Atlas was Kodiak’s first customer under a binding commercial contract, but its driverless trucks operate in off-road settings in West Texas’ remote Permian Basin.

Atlas currently owns and operates 35 driverless trucks equipped with Kodiak’s self-driving system.