The Semi didn’t lift the stock, but the same stretch brought an analyst target cut and a European regulatory delay.
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CFO Vaibhav Taneja said the quarter’s sequential rise in operating expenses included “preproduction ramp costs for new products like the Semi truck, Optimus, Cybercab and other AI initiatives.”
The first useful read is Q3 earnings, expected in late October, if Tesla starts disclosing Semi units.
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Sep 26, 2026 · via tikr.com
The more than 3 Mt of autonomously hauled material builds on Volvo Autonomous Solutions’ move from pilots to industrial production noted in the 2025 Säffle plant piece, signalling that the Volvo FH Autonomous platform is now accumulating substantial real-world operating hours for mines and quarries.
In our database of Mining ‘Projects’ and ‘Product’ stories, Volvo Autonomous Solutions appears repeatedly alongside specific deployments such as Brønnøy Kalk’s Velfjord limestone mine and Boliden’s Garpenberg tailings work, suggesting the company is positioning itself as a niche provider for brownfield retrofit autonomy rather than only greenfield mega-fleet rollouts.
The Letter of Intent with Jokkmokk Iron Mines AB for the Kallak/Gállok iron ore project, combined with this multi‑million‑tonne haulage milestone, likely gives V.A.S.
a stronger reference case when bidding for autonomous haulage contracts in remote or Arctic operations where reliability and OEM integration are critical selection factors.
Sep 26, 2026 · via geomechanics.io
Advertisement United States / Machinery / NYSE:CAT Did Autonomous Quarry Expansion Just Shift Caterpillar (CAT) Stock Narrative?
We will look at how Caterpillar's investment narrative is affected by this earnings momentum story and the Luck Stone autonomy expansion.
The Luck Stone expansion shows Caterpillar is not only selling iron but also embedding autonomy, services and dealer support into quarry workflows.
Expanded deployment on Cat 775 fleets at Boscobel and Bealeton, supported by dealer Carter Machinery, turns autonomy into a test case for how Caterpillar executes in quarry markets beyond mining.
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Sep 26, 2026 · via simplywall.st
Insider Brief SoftBank Group invested $225 million in Autonomous Solutions Inc. and formed a joint venture with the industrial automation company to develop and commercialize autonomous construction equipment for large infrastructure projects.
SoftBank Group invested $225 million in Autonomous Solutions Inc. and formed a joint venture with the industrial automation company to develop and commercialize autonomous construction equipment.
According to ASI, the joint venture will focus on large infrastructure projects and construction use cases, including civil construction and material handling.
SoftBank also capitalized the venture to support deployment of the technology at commercial scale.
“This joint venture with SoftBank positions ASI at the forefront of autonomous construction innovation—built for scale, engineered for longevity, and open to every major equipment brand on the jobsite,” added Torrie.
Sep 26, 2026 · via theaiinsider.tech
Kodiak AI has selected the Dallas-Houston corridor as the first long-haul highway lane where it plans to launch fully driverless commercial trucking operations, the company announced Friday.
Texas Becomes Launch Site Kodiak has long identified Texas as its preferred market for its first on-highway driverless deployment.
Driverless Operations Already Underway In Permian Basin Kodiak already operates driverless trucks without humans in the cab in a different environment.
Kodiak has not announced an exact date for removing the human safety driver from its Dallas-Houston long-haul operations.
If Kodiak meets that timetable, the Dallas-Houston corridor will add another fully driverless commercial freight operation to one of the country’s most active autonomous-trucking markets.
Sep 25, 2026 · via dallasexpress.com
Nvidia (NASDAQ:NVDA), the AI chipmaker, will supply the computing platform and AI tools behind Einride's push to put more driverless trucks on the road.
Shares moves lower to $224.80 at roughly 10:50 a.m.
The deal gives Nvidia another route into physical AI, though its financial payoff is still unclear.
Neither company has said how much Nvidia technology each truck will carry or when the partnership might produce meaningful revenue.
The test is how many trucks enter serviceand how much Nvidia earns from each one.
Sep 25, 2026 · via finance.yahoo.com
PITTSBURGH — Aurora Innovation Inc. announced plans to have tens of thousands of driverless trucks on the roads by the end of the decade.
Strip District-headquartered Aurora (NADAQ: AUR) organized its annual Analyst and Investor Day on Wednesday and announced that it is on track to have 30,000 driverless trucks on the road by the end of 2030.
“Today, Aurora and the freight industry are at a point of inflection,” CEO Chris Urmson said during the presentation.
We can talk about how it’s happening on the road today.
The inflection point is more than just trucking — Aurora is at an inflection point in how it does business.
Sep 25, 2026 · via wpxi.com
Toronto-based autonomous vehicle company Waabi says its self-driving transport truck is ready to hit the road.
Ron said that Waabi is just waiting for Volvo, the Swedish automaker it’s partnered with, to finish the final validation work on its upcoming autonomous truck.
From the source: “The system is highly, highly, highly mature in the initial deployment area in Texas,” Ron said.
Waabi sped up its efforts to commercialize self-driving trucks earlier this year with a $750 million USD ($1.02 billion CAD) Series C round.
Just over a year later at Nrth, Ron expressed a more optimistic view about Waabi’s Canadian future.
Sep 25, 2026 · via betakit.com
Tesla has opened its first dedicated plant in Sparks, Nevada, to mass-produce its Semi heavy-duty electric truck.
In the United States, electrification of commercial vehicles is also drawing attention as diesel prices remain high.
Swedish freight technology company Einride also decided last month to order 500 Tesla Semi trucks.
He mentioned a shortage of truck drivers and said autonomous Semi trucks would be important to addressing the U.S. freight transport labor shortage.
The ICCT said shifting to zero-emission commercial vehicles can reduce air pollution and may also help cut vehicle operating costs.
Sep 25, 2026 · via digitaltoday.co.kr
Kodiak AI and Fresno, California-based DTL Transport have completed their first produce deliveries using an autonomous truck in California, with a human safety driver behind the wheel.
The runs follow a change in California regulations that opened public roads to testing of heavy-duty autonomous trucks.
Kodiak received a state permit August 13 to test with a safety driver.
What DTL and Kodiak Are Studying in the California Pilot Program For DTL, the pilot is a chance to see whether autonomous trucks could help it handle growing freight volumes when demand exceeds its available fleet capacity.
Separately, Kodiak says it plans to launch driverless operations on public highways in Texas by the end of 2026.
Sep 25, 2026 · via truckinginfo.com
Here are the headlines from this week in trucking: Kodiak completed its first autonomous truck hauls under the new California testing rules Autonomous truck developer Kodiak AI has completed its first autonomous truck deliveries with the California DMV testing permit.
Kodiak also entered a partnership with PrePass this week to facilitate autonomous truck bypass processes.
Waabi put another autonomous route under its belt Another autonomous truck developer, Waabi, successfully ran a haul with its autonomous driver in Texas, from Dallas to San Antonio on I-35.
Fleets keep increasing driver pay rates As the hiring market for drivers remains tight, a few carriers have announced increases to their driver pay lately: K&B Transportation bumped the pay for its Road Warrior over-the-road drivers from 70 cents to 82 cents per mile.
Roehl Transport issued a press release announcing another increase in driver pay but did not include per-mile pay details.
Sep 25, 2026 · via fleetowner.com
Whoever stole a pair of trailers plastered with company logos for Nvidia and PlusAI this week in Fremont probably thought they’d scored a fortune in high-tech hardware. What they actually got was a bunch of sand. About 40,000 pounds of it. Two trailers belonging to PlusAI — a self-driving trucking company headquartered in Santa Clara — were pilfered late Wednesday from the docks of its Fremont warehouse, police and a company official confirmed. The trailers held a combined 20 tons of sand, which the company uses to simulate real freight during research and development, according to Jocelyn Ren, a senior marketing manager. Warehouse workers discovered the theft early Thursday, reporting it to the Fremont Police Department just after 9:30 a.m. The locks on the trailers’ glad hands — the couplings that link the air brakes to the truck — appeared to have been forced off, the company said. The PlusAI cabs that normally pull the test trailers were parked elsewhere on the property and appeared untouched. Security footage shows two unidentified tractors driving around the warehouse, according to Lauren Kwan, the company’s vice president of marketing. “Those were not our tractors,” she said. “Those were from the thieves.” The company began filing police and insurance reports. Then, just hours after reporting the theft, a break came from an unlikely source. PlusAI’s vice president of legal got a text from a friend with a photo of the trailers parked outside an office in Newark — minutes from where they’d been stolen. “I have been proud of you for your adventure and success at Plus,” the friend wrote. “Just saw two of your trucks near my work place! :)” PlusAI sent its fleet operations team to confirm that the trailers were still in Newark and alerted the cops. Newark police officers recovered
Sep 25, 2026 · via sfstandard.com
Louisiana licensing officials plead guilty in bribery scheme All six defendants involved in a bribery scheme that enabled more than 100 people to fraudulently obtain commercial driver’s licenses have now pleaded guilty, announced U.S. Attorney David I. Courcelle.
Jenay Davis pleaded guilty on Sept. 2 and Christopher Bryan Burns and Shakera Millien pleaded guilty on Sept. 9.
The other defendants -- Mahmoud Alhattab, Jonathan Parsons, and Marline Roberts -- pleaded guilty on July 29.
As reported following the first three guilty pleas, Alhattab admitted to being the ringleader of the scheme in which CDL applicants each paid him on average roughly $5,000 to receive unearned CDLs.
The new WY22 SAFE PASS program is aimed at improving driver awareness of the challenges of mountain pass driving.
Sep 24, 2026 · via overdriveonline.com
MOUNTAIN VIEW, Calif. — Kodiak AI Inc. is launching a collaboration with DTL Transport Inc. using autonomous trucks for deliveries.
Kodiak and DTL Transport are conducting this landmark work in and beyond California after Kodiak received a heavy-duty Autonomous Vehicle Testing permit in August from the California Department of Motor Vehicles (DMV).
We look forward to demonstrating the benefits of this transformative technology with DTL Transport and the impact it can have on grocery distribution.”
DTL Transport DTL Transport, headquartered in Fresno, has growing freight volumes and is exploring ways autonomy can complement its existing fleet and team of experienced, professional drivers.
California’s Autonomous Vehicle Testing Permit California’s DMV approved new regulations on Apr.
Sep 24, 2026 · via thetrucker.com
The two companies will work directly to extend Hyperion’s compute, sensor, software and safety architecture to the demands of heavy-duty freight.
For model training, Einride plans to deploy Nvidia’s Blackwell architecture at scale through an Nvidia Exemplar Cloud partner, a provider whose infrastructure Nvidia has validated for large-scale AI training performance.
Nvidia Cosmos is already part of Einride’s AI development workflow.
“Autonomous trucking represents one of the clearest opportunities to improve the safety and efficiency of global freight,” said Rishi Dhall, vice president of automotive at Nvidia.
Neither company said in the announcement when the first Hyperion-based Einride trucks will enter service.
Sep 24, 2026 · via freightwaves.com
Aurora expects the third-generation system to enter production in the second half of 2027, with material economic benefits beginning in 2028.
Aurora expects to exit 2026 with 200 driverless trucks, representing an estimated $80 million Transportation-as-a-Service revenue run rate.
By 2030, Aurora projects more than 30,000 trucks, over $5 billion in revenue and gross margins above 60%, with a longer-term goal of about 70%.
About Aurora Innovation (NASDAQ:AUR) Aurora Innovation, Inc develops autonomous vehicle technology designed to transport people and goods without human drivers.
While Aurora Innovation currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
Sep 24, 2026 · via marketbeat.com
Aurora Innovation plans to scale to more than 30,000 driverless trucks and over $5 billion in revenue by 2030.
It expects 200 trucks in commercial driverless service by the end of 2026, with positive run-rate gross profit in the first half of 2027 and free cash flow in 2028.
The company is shifting toward an asset-light Driver-as-a-Service model, in which carriers own the trucks while Aurora supplies the autonomous-driving technology.
Aurora expects this model to become its primary growth engine starting in 2027.
Sep 24, 2026 · via finance.yahoo.com
Aurora Innovation aims to have over 30,000 driverless trucks running by 2030, generating revenue in the billions of dollars through its driver as a service (DaaS) business.
The target, presented at an investor day in Dallas, builds on plans to operate 200 driverless trucks by the end of 2026.
That year-end fleet is fully allocated to customers on transport as a service contracts, and its driverless customer base has nearly doubled in 2026.
Hirschbach plans a 500-truck owned fleet under a DaaS deal from 2027, though that rests on a non-binding memorandum of understanding.
McLane and Werner trucks average an annualised 225,000-plus miles, more than twice a conventional truck, with over 500,000 driverless miles logged to date.
Sep 24, 2026 · via automotiveworld.com
Tesla opened its first factory for high-volume production of the Semi, a heavy-duty electric truck, in Sparks, Nevada, on Thursday, as CEO Elon Musk aims to push into big rigs.
Trucking firm Einride also recently said it agreed to order 500 Tesla Semi trucks for its fleet with some deployments planned this month.
Lars Moravy, Tesla's vice president of vehicle engineering, appeared on stage Thursday with Dan Priestley, director of Semi truck engineering, at the factory near Reno.
Priestley said the company plans to produce 50,000 Semi trucks per year there, or about 1,000 per week, and to bring "more than 3,000 jobs during that ramp period" to Nevada.
Priestley said Thursday that Semi trucks in fleet operations have demonstrated 98% uptime, and rarely needed to spend time out of service for unscheduled maintenance.
Sep 24, 2026 · via cnbc.com
Self-driving trucking technology vendor Aurora Innovation Inc. says it plans to finish 2026 with 200 driverless trucks in operation through Transport as a Service (TaaS) agreements, and is targeting a rollout of more than 30,000 driverless trucks in operation by 2030.
The Pittsburgh-based company says its Aurora Driver platform has safely completed over 500,000 driverless miles since commercial launch.
The firm’s driverless truck technology is designed as a vehicle-agnostic model, allowing customers to have it installed on various models of commercial trucks.
For example, users can upfit the Aurora Driver on the International LT Series truck, or integrate it lineside on the Volvo VNL Autonomous.
And automaker PACCAR is planning to integrate Aurora’s third-generation commercial hardware kit with PACCAR's future autonomy-enabled platform on their assembly lines.
Sep 23, 2026 · via dcvelocity.com