Where does the $12,000–$18,000 per month figure come from?
FSD (Supervised) for consumer vehicles currently runs $99 per month — Morgan Stanley rounds this to approximately $100 in their note.
A single autonomous Semi subscription would therefore generate roughly 120 to 180 times more monthly software revenue than one consumer FSD subscriber.
When does Morgan Stanley expect Tesla Semi to go fully autonomous?
According to the research, Morgan Stanley anticipates full self-driving capability for the Tesla Semi by 2027.
Sep 11, 2026 · via basenor.com
In north China’s Inner Mongolia autonomous region, home to the country’s largest coal reserves, a vast open-pit mine cuts deep into the earth, shrouded in clouds of dust.
Winters here are long and brutal, with temperatures plunging to as low as minus 40 degrees Celsius (minus 40 degrees Fahrenheit).
When dense fog and snow rolled in, visibility could fall so low that drivers had to stop work for fear of a fatal crash.
More than a year on, the performance of the 100-vehicle fleet offers a chance to assess how the technology has fared beyond the pilot stage – and whether it can be scaled up further to help upgrade China’s traditional energy sector.
“The autonomous electric trucks have helped us cut operating costs, improve safety and increase efficiency,” said Zhao Yaozhong, deputy manager for technology at the mine.
Sep 11, 2026 · via scmp.com
Percoco outlined how Tesla could generate between $12,000 and $18,000 per month from each autonomous Semi truck through software licensing alone — dwarfing the approximately $100 per month the company currently charges for its Full Self-Driving subscription on consumer vehicles.
Autonomous Trucking Economics Morgan Stanley’s freight transportation team “published an Insight reinforcing their bullish view on the prospects for Autonomous Trucking and its transformative power for the Freight Transportation industry,” Percoco wrote.
Percoco modeled a per-mile subscription fee of $0.85 to $1.00 for Tesla’s autonomous trucking software.
At approximately 18,000 miles driven per month, each Semi would generate between $12,000 and $18,000 in monthly software revenue.
Commercialization Debate Morgan Stanley’s freight team reinforced a bullish view on the broader autonomous trucking sector.
Sep 11, 2026 · via eletric-vehicles.com
BROWNSVILLE, Texas - Steve Perez, a longtime freight broker and general manager of Fast Port, LLC, has proposed constructing the Smart Bridge, a binational autonomous trade corridor directly connecting the Port of Brownsville, Texas, with Matamoros, Mexico.
The presidential permit leverages a dormant 40-year-old presidential permit held by the Port of Brownsville, eliminating the need for new federal approval processes.
The economic advantage bridges the free trade zone in Matamoros with the foreign trade zone in Brownsville to provide tariff savings, tax deferrals, and simplified customs.
Customs and logistics utilize AI pre-clearance to process shipments in minutes, with real-time tracking by our centralized manufacturing control tower dashboard.
RGG Business Journal Editor Steve Taylor invited Perez on a podcast to expand upon his ideas for the Smart Bridge concept.
Sep 11, 2026 · via riograndeguardian.com
How machines acquire that three-dimensional understanding has largely divided 3D Machine Vision into two approaches, both running in production today.
The first is to sense depth directly using hardware that returns 3D data: LiDAR, radar, and 3D cameras.
Two ways to see in 3D Machine Vision 3D sensing systems resolve range in hardware.
Choosing Between 3D Sensing and Depth Inference The choice between 3D sensing and depth inference comes down to the environment and the economics of the job.
As the cost of LiDAR and other sensors falls and depth inference keeps improving, the gap may narrow from both sides.
Sep 11, 2026 · via automate.org
Volvo Trucks North America’s unattended over-the-air software updates are now available in trucks across the U.S. and Canada, completing a rollout the company announced in June.
Volvo Trucks said trucks can stay current without interrupting operations or requiring a visit to the dealership.
Volvo Trucks began production of the all-new VNR at its New River Valley plant in Dublin, Virginia, in February.
“Technology makes our customers operations more productive,” said Peter Voorhoeve, president, Volvo Trucks North America.
The estimate covers the three capabilities combined rather than software updates alone.
Sep 10, 2026 · via act-news.com
Ad Loading... “ZF has fundamentally changed the approach to CVS [Commercial Vehicle Solutions] and industry business, including aftermarket, versus the past,” said Fabian Schlegel, head of global sales for CVS.
Ad Loading... ZF Expands Commercial-Vehicle Footprint ZF has been talking for several years about bringing its PowerLine eight-speed automatic transmission to North America.
Dirk Wohltmann, who heads ZF’s North American commercial vehicle systems operations, said the goal was to bring more of a passenger-car driving feel to commercial vehicles.
Ad Loading... ZF says artificial intelligence will play a growing role in lowering fleet operating costs as well.
ZF Bets on Hybrid Trucks ZF also is making a bigger push into hybrid-electric commercial-vehicle technology.
Sep 10, 2026 · via truckinginfo.com
Future of the Highway Trust Fund Texas express toll lanes P3 success New findings on truck user fees Autonomous trucks progress in California Getting serious about highway safety News Notes Quotable Quote Concession Fees for Express Toll Lane Projects Last month, the Tennessee Department of Transportation selected as its public-private partnership developer for its I-24 express toll lanes, a joint venture of Cintra and Transurban under a 50-year concession.
If express toll lane customers are shielded from paying excessive toll rates for projects that include large concession fees, the cost of those fees will be borne by the public-private partnership (P3) investors.
That does not strike me as ensuring a bright future for P3 express toll lanes.
These projects were developed at a time when Texas’ governor and legislature strongly supported public-private partnerships and express toll lanes.
Electronic Tolling on Tampa Bridge Express Lanes The expanded Howard Frankland Bridge in the Tampa, Florida, area includes new express toll lanes.
Sep 10, 2026 · via reason.org
EV Realty has named Henrik Holland president, bringing the former Prologis Mobility and Shell executive aboard as the company expands its commercial truck charging business and looks to apply its infrastructure model to autonomous fleets.
EV Realty develops and operates multi-megawatt charging hubs through its Powered Properties platform, which focuses on securing grid capacity and developing sites for fleet operations.
“What people underestimate about autonomous fleets is how power-intensive they are,” Holland said.
Holland Brings Fleet Charging Experience Holland previously built Prologis Mobility, where he oversaw a commercial EV charging network delivering 70 MW of power across more than 400 projects.
“EV Realty has built an excellent company around that challenge, and I’m eager to help bring that approach to more fleets and more markets,” Holland said.
Sep 10, 2026 · via automotive-fleet.com
The Federal Motor Carrier Safety Administration recommends that commercial drivers use navigation systems designed for trucks and enter relevant vehicle information so that routing can account for the vehicle.
The same development applies to navigation: its value increases when route information can work alongside the rest of the fleet’s operational data.
The agency also advises commercial drivers to scan ahead for traffic problems, work zones, and other hazards.
Commercial drivers may also need information about truck parking, weigh stations, fuel, and other services that passenger-car navigation does not prioritize.
For Trucker Guide, that is the direction of truck navigation: giving commercial drivers and fleet operations access to road information that reflects the realities of moving heavy vehicles.
Sep 10, 2026 · via trans.info
Speaking on the first day, the company's CEO, Tareq Amin, said HUMAIN's ambitions depended on a broader national effort to establish Saudi Arabia as a global AI leader.
"What you are seeing is a country rallied around a mission, with partners across Saudi Arabia building alongside us.
Saudi Arabia's technology ambitions also extend to manufacturing.
On the sidelines of LEAP, Lenovo also unveiled the first laptop manufactured in Saudi Arabia, although the company did not disclose the model.
AI's fuelling power Saudi Arabia's AI ambitions are also increasingly visible in the way technology is being applied across government, public services, and the wider economy.
Sep 10, 2026 · via en.majalla.com
While autonomous delivery vehicles are advancing rapidly in the last-mile scenario, autonomous light trucks are also gearing up for large-scale deployment.
In August 2026, the 4-ton load capacity autonomous logistics light truck Jiusi Z20, jointly launched by Jiusi Intelligence and Yutong Light Truck, rolled off the production line in Zhengzhou.
In April 2026, Pony.ai partnered with CATL to release the world's first full-vehicle-spec, full-redundancy L4 autonomous driving light truck.
Now, why has the industry set its sights on autonomous light trucks?
Autonomous Light Trucks, Non-Stop Transport Capacity for Factory Zones With only technology and products but no market, autonomous light trucks are nothing more than self-entertainment.
Sep 10, 2026 · via eu.36kr.com
Maritime Transport is developing plans for the facility on Anzani Avenue in Felixstowe, after receiving an initial £50,000 contribution from Freeport East towards preparatory work.
Funding will support planning work The £50,000 contribution is not construction funding for the charging hub itself.
Maritime Transport said the funding would allow it to examine in greater detail what a full-scale charging facility at the site could look like.
Charging infrastructure around ports The proposed development comes as the road-freight industry faces growing pressure to establish charging infrastructure capable of supporting battery-electric HGVs on major freight corridors.
Maritime Transport has already been expanding its electric HGV operations under its Maritime ZERO programme and developing charging infrastructure at a number of its own locations.
Sep 10, 2026 · via trans.info
Significant advancements have been achieved in the diversion and transportation of personnel and goods stranded due to the mudslide disaster at Gyirong Port, Xizang autonomous region, Xizang Daily reported.
As of Monday, efforts have diverted 158 trucks carrying general merchandise and engineering materials, six trucks with agricultural products, 341 new energy vehicles, and 31 Nepalese box trucks to Rizi Port in Shigatse.
All foreign tourists have exited the area, and 576 Nepalese border residents who were stranded at Gyirong have been processed through Zhangmu Port, it said.
In the immediate aftermath of the disaster, the head of the region's department of commerce quickly arrived at Gyirong Port to oversee the implementation of an emergency response plan.
This initiative includes a dynamic daily scheduling mechanism to ensure the safe, orderly, and efficient exit of stranded personnel and goods.
Sep 10, 2026 · via global.chinadaily.com.cn
Traffic stop leads to cocaine bust A truck driver who claimed to be pulling an empty trailer from Memphis, Tennessee, to Indianapolis was found by Indiana police to be hauling more than the sailboat fuel he claimed.
Kodiak says its long-haul driverless launch will happen this year Autonomous trucking system developer Kodiak AI reaffirmed Tuesday that it remains on track to launch driverless long-haul commercial service by the end of 2026.
We expect to complete the safety case before year’s end and launch driverless long-haul service."
"The confidence to remove the driver is something a program builds, and we have built ours deliberately," said Frank Fratrik, Director of Safety, Kodiak.
“I told him I was going to turn my dog loose if he didn’t stop,” Rahn said.
Sep 9, 2026 · via overdriveonline.com
Travelers using the ride-hailing app Lyft can now choose to call a fully autonomous Waymo vehicle for their trips within the city of Nashville, with broader availability set to grow in the weeks ahead, Lyft said today.
The move marks the first market where Waymo vehicles are available across both the Waymo and Lyft apps.
The driverless cars are supported by a Lyft subsidiary called Flexdrive, which provides fleet management services for Waymo in Nashville, as well as for Lyft drivers nationwide.
According to San Francisco-based Lyft, riders can always decline an autonomous ride or opt out of them entirely.
Even as the company increases its use of autonomous vehicles, it says it is planning for a “human-centered autonomous future,” saying it continues to see autonomous vehicles as a supporting layer to the existing community of drivers.
Sep 9, 2026 · via dcvelocity.com
Panda is not a new bulldozer but a robotics and autonomy package installed on the familiar D9 platform.
The technology can also be integrated into other ground vehicles, including wheeled robotic platforms used for reconnaissance and armed missions.
A tablet, a game controller and full autonomy Panda was designed to make operation as intuitive as possible for troops in the field.
According to IAI, the Panda shown during the demonstration was being operated from thousands of kilometers away.
Today, remotely operated platforms generally rely on a one-to-one relationship between vehicle and operator.
Sep 9, 2026 · via ynetnews.com
Kodiak AI’s safety case supporting its planned driverless long-haul service is 93% complete, with it on track to launch commercially by the end of 2026.
A safety case is a structured argument, backed by evidence, that an autonomous system can operate safely inside a defined operating environment.
That distinction is the part fleets should read closely, because Kodiak is already running driverless trucks.
A second autonomous trucking milestone landed recently, from a different market and on a different metric.
Inceptio Technology, based in Shanghai, said it has passed more than 620 million miles of commercial autonomous driving mileage.
Sep 8, 2026 · via act-news.com
Elon Musk has talked about an autonomous Tesla Semi almost as long as he has talked about the electric truck itself.
Ad Loading... Now that Tesla is finally ramping up Semi production, that idea is moving closer to reality.
In July, Musk said Tesla expects to have a self-driving Semi by late this year or early 2027.
Ad Loading... What Cybercab Could Tell Us About Tesla Semi Tesla just put its self-driving Cybercab into commercial robotaxi service in Austin.
When Will We See a Self-Driving Tesla Semi?
Sep 8, 2026 · via truckinginfo.com
Autonomous trucks are already operating in 28 states—and that changes how freight leaders should think about the market right now.
#AutonomousTrucking #FreightTech #Logistics Autonomous trucking is already operating across 28 states, but the freight economy has yet to feel its full weight.
— Sean Wu, CEO, uShip Wu noted that autonomy’s efficiency gains depend heavily on standardization and repeatability — conditions that don’t apply to uShip’s core business.
The 22-year-old marketplace specializes in non-standard, large and bulky freight: household goods, heavy equipment, boats, antiques, and cars.
uShip CEO Sean Wu predicts autonomous trucking will trigger broad logistics consolidation, comparing the likely industry shake-out to accounting’s collapse from a Big 8 to Big 4 firms.
Sep 8, 2026 · via freightwaves.com