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Physical AI at national scale: LEAP 2026

Dana is the first agentic platform for building, testing, deploying, and operating intelligent machines across industries, at scale. We’re creating the digital infrastructure that powers physical AI, allowing machines to perceive, reason, and act in the real world. Applied Intuition’s Tools for Vehicle Intelligence, Vehicle OS, and Self-Driving System form an end-to-end stack that makes anything that moves intelligent. From sea to space, we create the most trustworthy, advanced digital infrastructure for physical AI. We’re building next-generation physical AI and focusing on the two most challenging applications of it that will reshape society: end-to-end autonomous driving and robotics.

Is Caterpillar’s Growing Quarry Autonomy Footprint Quietly Reshaping Its Competitive Edge (CAT)?

A great starting point for your Caterpillar research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision. Our free Caterpillar research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Caterpillar's overall financial health at a glance. Check them out now: Find 33 companies with promising cash flow potential yet trading below their fair value. Discover the 95 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation. We aim to bring you long-term focused analysis driven by fundamental data.

New legal challenge to FMCSA's broad autonomous truck waiver

An Illinois-based cargo van operator filed a petition with the 7th Circuit Court of Appeals for a review of an exemption granted to autonomous truck developer Aurora Operations. The waiver also covered requirements for the types and number of warning devices. Giannoulias charged that FMCSA's July 9 wavier extension was out of order, issued without notice to the public. The agency didn't respond to Overdrive queries, but the petition is under court review -- FMCSA must respond by Sept. 21. The limited waiver already in place was set to expire July 9, and Aurora was requesting a full, five-year exemption.

No driver, not even space for one: this delivery truck is turning heads

While Tesla is only just starting to sell its electric truck in Europe, Lidl has taken the plunge in Germany, deploying a fully autonomous vehicle for live road deliveries. The electric truck developed by Swedish company Einride literally has no cab at all. Lidl is using this futuristic truck in Edermünde, near Kassel, to shuttle goods from its distribution center to a nearby store. A Solution to the Truck Driver Shortage—or the End of the Road? According to the International Road Transport Union (IRU), about 502,000 truck driver positions were unfilled in Europe in 2025, a shortfall of 13%.

Driverless trucks: Luck Stone expands autonomous hauling trucks after 18-month pilot

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AI Enters Intelligent Mining Era: Unmanned Mining Trucks Exit "Demonstration Project" Phase to Usher in Large-Scale Commercial Application

For enterprises across the industrial chain, autonomous mining trucks are moving from concept verification to performance realization. With the maturity of technologies, the economic advantages of autonomous mining trucks are gradually emerging. Tongli Co., Ltd. has shipped more than 3,000 autonomous mining trucks. With the improvement of autonomous driving technology, after the autonomous mining truck industry enters the large-scale commercialization phase, industry insiders are also considering the core competitiveness of the sector. The industry will enter the competition of "systematic capabilities" in the future, pushing the mining industry to truly enter the full-domain unmanned production phase.

International and PlusAI are building Level 4 trucks around NVIDIA's Thor chip

International Motors and PlusAI have settled on the computer their driverless trucks will run on. HDT reported that early deployments will concentrate on corridors such as Interstate 10 through the Sun Belt, where weather, traffic and regulation are predictable. Both systems run on Grote's 4SEE Digital Harness, which Fleet Owner said handles secure data transfer, lamp-specific light-out detection and over-the-air updates. The hundreds of billions of miles Heck describes are what the other two will cost. International has published no production start date in the material Fleet Owner cited.

From Madrid to Zagreb, Europe's autonomous vehicles are multiplying

Recently, the Region of Madrid approved Uber, WeRide and AVOMO to begin mapping and testing autonomous passenger rides in Madrid, with the first rides expected by the end of 2026. Pony.ai and Verne announced the first autonomous test drives from Zagreb Airport to the business district of Croatia's capital using their technology powered by Nvidia chips. Related Is Elon Musk's driverless future timeline realistic? EU Tech Loop previously reported that seven out of 10 fatal accidents could be prevented by introducing driverless cars in the European Union. The good news is that in autonomous mobility, we can see a massive shift by European regulators towards embracing innovation on the road.

Autonomous mining trucks hit the commercialization fast lane: 100-unit projects become the new benchmark, full-year shipments may top 10,000

China's autonomous mining industry has decisively moved past the "demonstration project" era dominated by single-vehicle showcases and closed-scenario validation. Economic advantages accelerate adoption The core driver pushing autonomous mining trucks from concept to deployment is the economic advantage now fully validated under extreme operating conditions. "Fewer people means safer; no people means safest" has become an industry consensus, and autonomous mining trucks are transitioning from peripheral auxiliary tools to core production assets. Divergent supply chain performance and overseas expansion Autonomous mining trucks are already generating measurable revenue uplift for listed companies across the supply chain, though the earnings logic differs markedly by segment. Tongli Heavy Industry (920599.BJ) has shipped over 3,000 autonomous mining trucks, with first-half total revenue of 3.563 billion yuan (approximately $531.9 million), up 12.13% year-on-year.

Virginia doesn't have driverless cars yet, but lawmakers expected to take a look next year

Virginia does not have autonomous vehicles on the road, at least not yet. Now, in the 21st century, people are worried about the innovation of autonomous vehicles bringing driverless cars and trucks to the roads. Delegate David Reid is a Democrat from Loudoun County who has been working with a group of lawmakers to come up with safety standards. "We were really working on how we were going to define that, because is it safer than the average impaired human driver? Is it safer than the average human driver under normal operating conditions?

Caterpillar's Robot Trucks Are Heading to Two More Quarries. Should You Buy the Dip Under $800?

Caterpillar (NYSE:CAT | CAT Price Prediction) trades at $798.51 versus a consensus analyst target of $975.61, implying about 22% upside. The real question is whether this milestone changes the case for a stock whose earnings are carried by something else entirely. Analysts have posted 23 upward revisions to fiscal 2026 EPS in the past 30 days and zero downward revisions. Across 28 analysts, 1 rates it Strong Buy, 13 Buy, 12 Hold, 1 Sell, and 1 Strong Sell. Upward EPS revisions, the $72 billion backlog, and pushing autonomy down to the Cat 775 class all point in the same direction.

ATRI survey asks truckers: What are your top concerns?

Washington — A survey on the most critical issues facing the trucking industry is now open. Conducted annually by the American Transportation Research Institute – the research arm of the American Trucking Associations, the survey asks respondents to rank their top three issues from a list of 27. The list includes: Federal hours-of-service rules Safe truck parking Autonomous trucks Fraud related to the Federal Motor Carrier Safety Administration’s electronic logging device mandate Respondents can also submit concerns not included on the list. The deadline for completing the survey is Oct. 2. Results are slated to be released Oct. 18 during the 2026 ATA Management Conference and Exhibition in Charlotte, NC.

Morgan Stanley Significantly Boosts Tesla Semi Valuation: Robotruck Software Subscription Unlocks $100B+ Market Potential

On the software subscription model of Robotruck, Chinese enterprises including DeepWay have already started relevant practices. It is worth noting that after the release of the Semi electric heavy truck, Morgan Stanley immediately released a research report on Tesla. Looking at the Semi truck opportunity alone, Morgan Stanley analysts estimate that its value can reach $20 per share, equivalent to a market value of about $80 billion. Morgan Stanley expects that Tesla is expected to charge an autonomous driving software subscription fee of $0.85 to $1.00 per mile for Semi. This shows that the monthly software revenue of one autonomous Semi is equivalent to the FSD revenue of about 120-180 passenger cars.

SuperPanther and DHL develop autonomous trucks

The companies intend to examine how real-world logistics processes, operational requirements and vehicle data can support the development of autonomous electric trucks. The first European-built production electric truck was later handed over to DHL Freight for use in the Netherlands. A new electric axle and lighter electronics for future trucks SuperPanther also presented the next generation of its EverDrive electric axle. 1,000 trucks planned for Europe by the end of 2027 SuperPanther has also set more immediate delivery targets. These targets provide a nearer-term test of the manufacturer’s longer-term plans: SuperPanther has previously said it wants to put 16,000 electric trucks on European roads by 2030.

CAT Achieves 3.5M Tons Moved by Autonomous Mining Trucks at Virginia Quarry

Crushed rock and aggregate materials supplier Luck Stone is celebrating the milestone of 3.5 million tons of quarry production transported via autonomous CAT trucks at the miner’s Virginia operations. The 18-month pilot with hauling equipment partner Caterpillar Inc. went live beginning November 2024 at Luck Stone’s Bull Run Quarry. "At Luck Stone, we've always believed innovation should ignite human potential," said Travis Chewning, Luck Stone vice president of engineering & operations support. Family-owned Luck Stone has produced crushed stone and other materials from its quarries for more than 100 years. The collaboration with Caterpillar achieved its first million tons moved by autonomous trucks within eight months of the pilot project’s start.

Catching Our Eye News Roundup, Sept. 17, 2026

Every morning in the Ohio Capital Journal’s free newsletter, The Eye-Opener, we round up the news and commentary from across Ohio and around the country and world that is catching our attention. If you already subscribe, please share with your family and friends so they know about the Ohio Capital Journal too: https://ohiocapitaljournal.com/subscribe/ Catching Our Eye • Ohio craft beer. The Statehouse News Bureau’s Sarah Donaldson reports, “Facing industry woes, craft brewers seek Ohio franchise law overhaul.” The Ohio Craft Brewers Association has been trying to kickstart Senate Bill 23 during the legislature’s recess. Spectrum News’ Javari Burnett reports, “Waymo maps Cincinnati streets as it explores expansion of self-driving technology.”

Minneapolis weighs ban on driverless robotaxis to protect rideshare drivers

The Minneapolis City Council is considering a proposal to effectively ban driverless robotaxis, as several council members push to protect the jobs of more than 10,000 rideshare drivers in the state. That’s what happened the last time the Minneapolis City Council took on Big Tech rideshare companies. While Minneapolis City Council members are trying to save jobs, autonomous vehicle companies and their backers say they’re more concerned about saving lives. The prospect of autonomous vehicles soon entering Minnesota just two years after the state enacted minimum pay rates has some Uber and Lyft drivers feeling like they’re starting over. “We are back again to square one,” said Eid Ali, president of the Minnesota Uber/Lyft Drivers Association, who led a yearslong campaign for higher wages.

Riyadh prepares trials of 24 autonomous trucks — Asharq Al-Awsat

In Riyadh, Saudi Arabia, test operations of 24 autonomous trucks for parcel delivery are planned to begin by mid-November. As Asharq Al-Awsat reports, the pilot project is being implemented by Abdul Latif Jameel Motors under a memorandum with Chinese company Zeelos Technology, which specializes in autonomous driving technologies. Pilot parcel delivery Abdul Latif Jameel Motors’ general manager for mobile solutions projects, Ammar Baterdok, said the trials will begin after geospatial mapping is completed and the autonomous driving systems are trained on local roads. The company expects autonomous trucks to reduce personnel and maintenance costs and operate around the clock, except for charging time. Abdul Latif Jameel Motors is also exploring the possibility of delivering goods by drones after the necessary regulations and licenses are introduced.

Luck Stone, Caterpillar expand autonomous hauling collaboration

Irving, Texas-based Caterpillar Inc. and Luck Stone, a Richmond, Virginia-based producer of crushed stone, sand and gravel, have announced that they will expand their autonomous hauling technology collaboration. Following more than 18 months of autonomous hauling at Luck Stone's Bull Run quarry, Caterpillar says the companies are expanding the technology to two additional Virginia operations. In the pilot, Caterpillar implemented its Cat MineStar Command for Hauling system at the Bull Run quarry on a fleet of 777G trucks. For Luck Stone, the company says technology is most valuable when it helps associates create safer, more consistent operations. “At Luck Stone, we've always believed innovation should ignite human potential,” says Travis Chewning, Luck Stone vice president of engineering and operations support.

Germany Puts Its First Driverless Truck to Work

That would just be an Einride autonomous truck delivering groceries to a freundlich neighborhood grocery store. The deployment marks another step toward commercial deployment of driverless freight vehicles, a move already seen across both Europe and the US. The news is significant because Germany is Europe’s largest road freight market and has some of the continent’s strictest safety regulations governing autonomous vehicles. Unlike many autonomous trucking demos that remain geofenced to test routes or industrial sites, the Einride truck is used in Lidl’s day-to-day logistics operation. “Intelligence creates efficiency, and that is the backbone for permanently reliable product availability,” said Thomas Dangelmayer, head of operational logistics at Lidl in Germany.