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<b>Autonomous</b> trucking goes commercial, even as freight faces a challenging environment

Investors Should Know: Autonomous trucking is moving from concept to commercial operation. As part of this, real deployments are now running on fixed corridors. This comes even as the broader freight market remains under pressure from tight capacity and fragile supply conditions. Autonomous trucking goes commercial, even as freight faces a challenging environment SA Spotlight uses AI to summarize content published on Seeking Alpha. All summaries are reviewed by human editors prior to publication. Seeking Alpha's Disclaimer: SA Spotlight summaries are generated using Ask SA, Seeking Alpha's AI-powered search feature, based on content available on the site, and are subject to human review. Accuracy, completeness, or timeliness cannot be guaranteed. SA Spotlight summaries are intended for informational purposes only. Past performance is no guarantee of future results. Any views expressed may not reflect Seeking Alpha as a whole. Analysts are third party professional and individual investors who may not be licensed or certified. Seeking Alpha does not take account of your objectives or financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.

Retrofit <b>Autonomy</b>: Your Fleet, Just Smarter

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AI is turning connected cars into pothole-finding machines

Potholes are a pesky problem — just ask scooter company Lime, which listed them as an official risk to its business in its IPO filing last week. History is littered with claims that technology can help solve or blunt the problem of potholes, and still they persist. But as cars become increasingly laden with advanced sensors, they are becoming a tool that can quickly alert cities to potholes and other municipal problems. Last month, Waymo and Waze announced a pilot program to share pothole data with local governments. Now, fleet management company Samsara says it’s one-upping that idea with its own AI-powered offering that it calls “Ground Intelligence.” Samsara has spent the last decade giving its customers cameras to mount inside millions of trucks for driver monitoring, theft prevention, and helping with liability claims. The San Francisco-based company has taken all that data and trained its own model that can detect multiple different types of potholes and determine how quickly they are deteriorating. The idea is that Samsara-equipped trucks are far more prevalent than Waymo’s robotaxi fleet, which currently stands at just around 3,000 vehicles. Even as that number grows, Samsara believes it will be able to collect more data and, crucially, more repeat data from the same locations that show how potholes change over time. Samsara believes this data will be valuable to cities — the company announced Tuesday that it has multiple cities under contract and that the city of Chicago is coming on as a new customer — and that it will be the first in a series of insights and data points that will be offered in Ground Intelligence. Other potential features include detecting graffiti, broken guardrails, low-hanging power lines, or really “anything that we can observe that has relevance to a city, or also to

Aurora Innovation, McLane expanding partnership in Texas | Trucking Dive

Dive Brief: - McLane Company has partnered with Aurora Innovation, a self-driving technology company, to expand driverless truck transport in Texas, the companies announced May 6. - The partnership began with a pilot in 2023. Since then, Aurora Driver, Aurora’s autonomous system, has logged more than 280,000 autonomous miles and delivered 1,400 loads for McLane, according to the press release. - Autonomous trucks are approved for the roughly 240-mile route between Dallas and Houston, and McLane plans to add routes to other distribution centers in the Sun Belt by the end of the year. The rollout is focused on restaurants right now, but is expected to expand to other businesses in the future. Dive Insight: Automated long-haul trucking routes would help McLane better weather driver shortages and turnover, helping maintain a consistent experience for the businesses they’re supplying. The automated vehicles handle the “middle mile” stretch between business destinations while McLane’s drivers handle local deliveries to customers. “Autonomous technology helps us drive greater efficiency across the supply chain, while our drivers remain focused on the critical last mile—and continuing to serve as the face of our company to customers,” said Susan Adzick, president of McLane Restaurant. McLane has more than 80 distribution centers across the U.S., but regulations governing driverless trucks vary from state to state, which may limit how many of those sites McLane can connect to its automated network. The trucks use Aurora’s Driver system, which is rated as a level 4 system on SAE International’s automation scale. Level 4 means the vehicle can operate without a driver under limited conditions. By comparison, a system with level 3 automation needs a driver to take over at the system’s request, while level 5 can operate without a driver in any conditions.

Automated Tire decloaks with new <b>autonomous</b> tire-changing SmartBay

Aiming to modernize the traditional service bay, Automated Tire Inc. emerged from stealth today to unveil SmartBay, an AI-powered robotic platform that automates tire changes and vehicle inspections. By replacing manual, injury-prone labor with advanced computer vision and robotics, the system can cut service times in half to as little as 30 minutes, said the startup. This enables a single technician to manage three bays simultaneously while addressing a critical national shortage of automotive professionals. “While the auto industry has made great strides with advanced technologies over recent decades, automotive service bays have seen little innovation to match,” said Andy Chalofsky, CEO of Automated Tire. “Most notably, electric vehicles wear through tires up to 30% faster. The proliferation of EVs creates significantly more tire service opportunities, but tire technician jobs are dirty, injury-prone, and difficult to fill.” “Our SmartBay platform gives modern shops a meaningful solution to turn a dangerous, manual chore into a high-tech, automated process that matches the sophistication of the vehicles being serviced,” he added. Automated Tire takes an industry-centered approach Chalofsky, a four-generation “tire man,” said he is approaching the problem from the needs of the industry, rather than “developing a solution in search of a problem.” To that end, Automated Tire’s system is semi-automated in this first generation, with a custom design and optimization. The most notable feature of the SmartBay is that the tires are changed by leaving the wheels attached to the vehicle. This single feature reduces the biggest chunk of the labor cost of the process — removing and installing wheel lug nuts. The machine changes two tires at the same time (front or rear), approaching the vehicle from underneath. The footprint of the machine is also designed to fit into existing service-bay space. A human operator is required to remove the

Can technology drive forward a green mobility revolution? | Abdul Latif Jameel®

Can technology drive forward a green mobility revolution? Our world is transforming at an unprecedented pace. Global politics are realigning. Social media is liberating voices long subdued. Energy systems are shifting to sustainable electrification. AI is reshaping vast swathes of our daily lives. Yet still we inhabit a physical realm, a world where people and goods need conveying from place to place just as they did centuries ago. Travel and trade underpin much of modern society’s limitless potential. The methods of this mobility, however, are undergoing a series of radical shifts. New Energy Vehicles (NEV) are fast replacing fossil fuel technologies. Plug-in charge networks are the gas stations of tomorrow. A new epicenter of car production has emerged as a genuine rival to traditional OEM hubs. Smart mobility solutions are redefining conventional notions of ownership. Autonomous vehicles are taking the chore of driving out of human hands. As for the congestion caused by the surging number of vehicles on city roads? Airborne taxis offer a tantalizing solution. Mobility, it seems, is truly moving with the times. How much is China driving forward the global motor industry? Think of vehicle production and certain images spring to mind: Shiny new Fords snaking along conveyor belts in America, dependable Renaults emerging from proud French factories, or sleek Maseratis raising eyes enroute to showrooms in Italy. Yet there is a bold new rival in car manufacturing worldwide, one which is rapidly leaving these traditional production hubs in the dust: China. China is now the largest single producer of motor vehicles globally, fulfilling some 40% of the market by 2025.[1] Having doubled its unit numbers since 2010, China now dwarfs the output of historic motoring rivals in Europe and America, which account for approximately 15% each. In 2024 China produced more than 31 million vehicles,

The Results Are In: 93% of Electric <b>Truck</b> Owners Say They're Not Going Back

The Results Are In: 93% of Electric Truck Owners Say They’re Not Going Back The majority of operators praised the reliability, cost savings, and comfort of EV trucks. However, some challenges persist. - A German study found that the vast majority of electric truck operators are extremely satisfied with their vehicles. - Owners reported high reliability, high driving comfort, and low operating costs. - The respondents include 57 companies that own over 300 electric trucks in total. Electric trucking is slowly but surely picking up pace, and a new survey from Germany now shows that there are significant benefits to switching over to battery-powered big rigs. The German Institute for Applied Ecology (Oko-Institut) reached out to 57 companies that have used electric trucks for over a year, and the results are very promising. The operators, who own over 300 electric trucks in total, said they’re “extremely satisfied” with their purchases, and that EV big rigs are expected to be largely the standard by 2030. Mercedes-Benz eActros 600 (2024) Per the study, 93% of owners are satisfied or very satisfied with electric trucks. They mentioned that the high reliability, high driving comfort, and cost savings were the main benefits of switching to electric power, but some challenges remain. The high initial purchase price, as well as the complications associated with the expansion of the grid connection, were the main negative points. Installing charging infrastructure at depots is likely a big part of the headache, especially since big trucks require hugely powerful chargers. On average, the grid connection at the surveyed companies’ depots stands at a whopping 1,115 kilowatts. Meanwhile, the average installed charging power came out at 629 kW for 40 of the companies included in the survey. That said, the operators still praised the low electricity costs and said that

Australia <b>Truck</b> Market Is Powering the Future of Logistics and Infrastructure

Australia Truck Market Is Powering the Future of Logistics and Infrastructure Rising freight demand, infrastructure expansion, and electric truck innovation are transforming Australia’s commercial transport industry. Australia’s truck industry is entering a major transformation phase as logistics modernization, infrastructure investment, and sustainability initiatives reshape the nation’s transportation ecosystem. Trucks remain the backbone of Australia’s freight economy, supporting construction, mining, agriculture, retail, and long-haul logistics across one of the world’s largest geographic territories. As businesses demand faster deliveries, greater fuel efficiency, and smarter fleet operations, the country’s truck market is experiencing strong and sustained growth. According to IMARC Group, the Australia truck market reached a value of USD 150.00 Million in 2024 and is projected to reach USD 280.91 Million by 2033, expanding at a CAGR of 7.22% during 2025–2033. The market is being driven by expanding e-commerce activity, rising infrastructure development, increasing mining operations, and growing adoption of advanced safety and telematics technologies across commercial fleets. Australia’s transport and logistics sector has become increasingly dependent on technologically advanced trucks capable of supporting long-distance freight operations efficiently and sustainably. Fleet operators are prioritizing modern commercial vehicles equipped with fuel-efficient engines, AI-driven telematics systems, collision prevention technologies, and real-time route optimization capabilities. These innovations are helping businesses reduce operating costs while improving productivity and compliance with evolving safety regulations. The growing focus on sustainability is also reshaping the market. Electric trucks and alternative fuel vehicles are gaining traction as businesses seek cleaner transportation solutions and governments implement stricter environmental standards. In 2024, approximately 114,000 new battery electric and plug-in hybrid vehicles were sold in Australia, highlighting the broader momentum toward vehicle electrification across commercial transport sectors. The Australia truck market is segmented by vehicle type, tonnage capacity, fuel type, application, and region. Vehicle categories include heavy-duty trucks, medium-duty trucks, and light-duty trucks.

Amazon launches 30-minute delivery across the U.S.

Amazon deliveries keep getting faster. On Tuesday, the online retailer announced the launch of its 30-minute delivery option, dubbed “Amazon Now,” in dozens of U.S. cities. This ultra-fast delivery option will allow customers to shop across “thousands” of items, Amazon says, including fresh groceries, household essentials, and other locally relevant items. At launch, Amazon Now will be widely available in Atlanta, Dallas-Fort Worth, Philadelphia, and Seattle, and is expanding in areas that include Austin, Denver, Houston, Minneapolis, Orlando, Oklahoma City, and Phoenix. By year-end, Amazon expects to bring the service to tens of millions of customers in these and other cities, as the rollout continues across the U.S. The eligible items will be flagged with “30-minute delivery” banners in the Amazon app and website. Amazon Now offers will also be displayed to customers as they shop. Amazon began pilot tests of 30-minute deliveries in Seattle and Philadelphia in December, a move that pitted the retailer against other quick-delivery services like DoorDash, Uber Eats, and Instacart. In addition to speed, the service competes on price. While Amazon Now deliveries aren’t free, Prime members still save, as they pay only a $3.99 per-order fee, compared with $13.99 for non-Prime members. An additional small order fee of $1.99 for Prime members, or $3.99 for non-members, is charged on orders below $15.00. That’s a more straightforward fee structure than competitors — and one that often ends up being cheaper for Prime members, compared with competitors that charge variable delivery fees alongside service fees, expected shopper tips, and sometimes even price markups per item. To make these fast orders possible, Amazon taps into a network of smaller fulfillment locations that are placed closer to where customers live and work, as compared with the company’s larger warehouses. With a more limited selection of items and reduced

Aurora Innovation (AUR) and the Future of Trucking

It’s not a glamorous job, but long-haul trucking is one of the nation’s most essential components of modern commerce. Across multiple industries, truckers deliver everything from fuel and food to finished goods for retail shelves, helping keep stores stocked and allowing consumers to buy what they need without delay. In recent years, the trucking industry has been plagued by problems running the gamut from labor shortages to overworked drivers, with many trucking firms complaining that wages are too high for its more experienced drivers. Then there’s the parallel issue of rising diesel fuel costs, which is adding pressure to already inflated prices across many retail product categories. But putting the fuel cost factor aside, the various labor issues surrounding the industry are a big reason why the traditional freight trucking industry is experiencing the early stages of what could be a revolutionary change. Specifically, the burgeoning industry of autonomous vehicles is threatening to upend the long-established dynamic for the trucking industry by replacing human drivers of tractor-trailers with robots. [text_ad] Enter Aurora Innovation (AUR), which is currently recognized as one of the leading autonomous long-haul trucking firms in the U.S. The Pittsburgh-based company is developing the Aurora Driver, an integrated hardware and software system designed to enable driverless trucks and passenger vehicles. A major goal for Aurora is to create safe, efficient and scalable autonomous freight solutions, primarily for the Texas and Southern U.S. trucking corridors. Source: May 2026 Company Presentation Much of the firm’s efforts involve automating long-haul semi-trucks in partnership with manufacturers like Paccar (which manufactures Peterbilt and Kenworth trucks) and Volvo. In fact, Aurora is already operating driverless trucks, moving commercial loads for partners like FedEx, Werner and Hirschbach. While it doesn’t disclose the actual number of its current fleet (analysts describe it as a “handful”), the

Stonepeak to acquire BMO transportation finance business

Stonepeak to acquire BMO transportation finance business Infrastructure investment firm Stonepeak is acquiring the transportation and vendor finance businesses of BMO Financial Group in a deal that will see the bank retain a 19.9% minority stake in the operation. The business, based in Irving, Texas, is one of the largest lenders to the commercial truck and trailer sector in North America. It provides financing for trucks, trailers, and specialized equipment used in agriculture, construction, and other industries. The operation employs more than 700 people across Canada and the U.S. Gary Kempinski, head of transportation finance and vendor finance at BMO, will continue to lead the business following the transaction’s close. “Building on decades of sector expertise, BMO Transportation and Vendor Finance has established itself as one of North America’s premier transportation financing platforms,” said Will Schleier, senior managing director at Stonepeak. “We are excited to work closely with BMO and the outstanding leadership team in place to invest further in the business, build on its strong performance, and grow its commercial customer base while preserving the culture, reputation, and relationships that have made the business so successful to date.” Stonepeak said the acquisition aligns with its broader strategy of investing in transportation-focused leasing and logistics businesses. The company said it has previously invested in nine transportation asset leasing platforms representing nearly $28 billion in enterprise value at the time of acquisition, including container leasing company Textainer, cargo aircraft lessor Air Transport Services Group, and marine chassis provider TRAC Intermodal. “We could not have envisioned a better partner to lead BMO Transportation and Vendor Finance into its next chapter,” Kempinski said. “Stonepeak brings deep experience, operating expertise, and relationships in North American transportation and logistics infrastructure, and particularly in asset leasing businesses.” The transaction includes asset-based financing from PGIM and bank

'Too early' to talk IPO, Redwood Materials' incoming CFO says | TechCrunch

Redwood Materials has finally found a new chief financial officer roughly a year and a half after its last one departed. He’s a familiar face to the former Tesla executives running the battery recycling and energy storage company. On Monday, Redwood Materials said it has hired former Tesla finance chief Deepak Ahuja as its new CFO. Ahuja joins an executive team that includes Tesla’s former CTO (JB Straubel, Redwood’s founder and CEO) and former Tesla powertrain vice president Colin Campbell (Redwood’s CTO), among a number of other Tesla expats throughout the ranks. Most recently, Ahuja was chief finance and business officer at drone company Zipline. But despite Ahuja’s many years running Tesla’s finances, and a hot IPO market for anything remotely related to AI data centers, he tells TechCrunch that it’s “too early” to talk about going public. “Naturally, an IPO is a potential outcome for any private company, and we’ll talk about it when the time is right,” he said. Part of his caution, he said, was because Redwood Materials has so far had no trouble raising money from blue-chip investors. The company in January closed a $425 million Series E funding round that brought its total capital raised to more than $2 billion and its valuation to over $6 billion. It also added Google’s and Nvidia’s venture arm to its cap table. “Redwood has, I’d say, the crème de la crème of investors already, who do have deep pockets,” Ahuja said. “If they’re excited, they’ll fund. But I also expect that new investors will see what Redwood is doing, and they’ll get equally excited, and will want to come in and invest and offer us, perhaps, good terms as well.” Ahuja’s appointment comes at a pivotal moment for Redwood Materials. The company recently lost its chief operating officer

Does This Berkshire Hathaway Connection Make Aurora Innovation Stock a Buy?

For a company working to prove out its business model, a big endorsement can go a long way. That's what happened with the autonomous trucking company Aurora Innovation (AUR +2.54%) and its expansion agreement with the Berkshire Hathaway transportation subsidiary, McLane. This is an important development for Aurora, and receiving even an indirect nod of approval from Berkshire can carry some weight. Driverless operations McLane has over 80 U.S. distribution centers, serving markets that range from retail to restaurants. It began using Aurora's tech in 2023 and has since recorded 280,000 supervised autonomous miles in Texas. The current pilot program includes two daily round-trips, where the technology drives the middle mile, which is typically the longest stretch of the drive. The expansion approves driverless operations between Dallas and Houston, with new routes being developed. "Aurora plans to expand to new routes between McLane distribution centers across the U.S. Sun Belt by the end of the year, with plans to serve additional McLane business in the future," Aurora said in its press release. This is an important milestone because it shows that a large company saw enough value in Aurora's tech to expand its partnership. That vote of confidence can lead to other clients. NASDAQ: AUR Key Data Points Still in the early stages of the Aurora Innovation story The global autonomous truck market is expected to more than double from $46.7 billion in 2025 to $139.4 billion by 2033, according to Grand View Research. As one of the few pure-play autonomous trucking stocks, there's a lot of potential here. Still, the potential reward must be weighed against the risk. Aurora has fewer than 200 trucks on the road. The company's revenue was just $3 million for all of 2025, while the net loss totaled $816 million. That doesn't negate the

Aurora says lower operating costs a draw to prospective customers

Dive Brief: - Aurora Innovation’s ability to deliver an 85-cent-per-mile operating cost is drawing interest from carriers, COO David Maday said on a call with analysts Wednesday. - With the company expanding routes and commercial rollouts, interest in the company’s driverless technology “has been picking up a lot over the last six months,” he said. - “Frankly, the number of inbounds that we’re getting has been just increasing dramatically,” Maday said, adding that the company’s projected pricing enables the company to succeed and “support broad-scaled adoption for our customers.” Dive Insight: Aurora told Trucking Dive it anticipates deploying more than 200 driverless trucks without people behind the wheel by the end of the year. Maday said that will translate to $80 million in revenue by the end of 2026. A spokesperson for Aurora said in an email to Trucking Dive the company currently has 30 trucks serving its driverless routes. Those routes validated for driverless operations are Dallas and Houston; Fort Worth and El Paso; El Paso and Phoenix; Fort Worth and Phoenix; Fort Worth and Phoenix; and Dallas and Laredo, the spokesperson said. The firm expects revenue growth to continue into 2027 and beyond, driven by deepening relations with existing partners. In the days leading up to its Q1 earnings release, Aurora announced April 30 an expansion of its partnership with Hirschbach Motor Lines, where the reefer carrier will own 500 driverless trucks operated by the tech firm’s technology. On May 4, Aurora announced a new 200-mile route between Dallas and Oklahoma City with partner Volvo Autonomous Solutions. Through that partnership, Volvo will haul freight autonomously to customer facilities, which will reduce the need for drayage moves and additional handoffs, according to the announcement. That was followed by a May 6 announcement of a new autonomous route with McLane

Seegrid Surpasses 20 Million <b>Autonomous</b> Miles, Cementing Its Leadership in Reliable ...

Seegrid Surpasses 20 Million Autonomous Miles, Cementing Its Leadership in Reliable AMR Solutions This achievement underscores Seegrid’s dominant position in the North American manufacturing, warehousing and logistics sectors, representing a distance equivalent to circling the Earth over 800 times—all within the complex, high-traffic environments of modern industrial floors. Seegrid, a leader in autonomous vehicle solutions for modern industrial facilities, has reached a significant industry milestone with its autonomous mobile robot (AMR) fleet—20 million autonomous miles driven in real-world customer production facilities! This achievement underscores Seegrid's dominant position in the North American manufacturing, warehousing and logistics sectors, representing a distance equivalent to circling the Earth over 800 times—all within the complex, high-traffic environments of modern industrial floors. A Vision Realized: Leadership Perspectives The scale of this achievement reflects the deep integration of Seegrid technology into the daily operations of global manufacturing, warehousing, and logistics leaders. "Reaching 20 million autonomous miles is a monumental feat that validates the maturity and reliability of our technology," said Seegrid CEO Chris Baker." This milestone is a testament to our team's dedication and the incredible trust our customers place in us. We aren't just moving materials; we are building a data-driven foundation for Physical AI to allow our customers to scale their operations safely and confidently in the increasingly complex world of material handling." Unmatched Scale and Reliability Unlike testing facilities and controlled pilots, Seegrid's autonomous miles are logged in active, 24/7 production environments across the nation, and is a direct result of the company's unmatched deployment expertise and its commitment to delivering tangible ROI for the world's largest brands. Why This Milestone Matters: Proven Safety: 20 million autonomous miles driven without a single recordable safety incident underscores the reliability of Seegrid's proprietary vision and LiDAR/SLAM technology, coupled with its multi-layer safety suite. Operational Excellence Serves

Kodiak and Roehl Transport Launch <b>Autonomous</b> Route Between Dallas and Houston

Kodiak AI has begun hauling freight autonomously for Roehl Transport. Freight service on a regular route between Dallas and Houston, the companies announced May 7, the companies announced. Starting in April, trucks equipped with the Kodiak Driver autonomous system began operating four round-trips per week for Roehl on the Texas corridor, according to Kodiak. Mountain View, California-based Kodiak said the partnership combines its autonomous driving technology with Roehl’s long-standing safety-focused trucking operations. “Working with Roehl Transport reflects a shared commitment to safety in trucking,” said Don Burnette, founder and CEO of Kodiak. “By combining our AI-powered autonomous capabilities with Roehl’s safety approach, we’re proving how our technology can enhance efficiency while making meaningful progress toward safer roads at scale.” Safety Focus Drives Partnership Marshfield, Wisconsin-based Roehl Transport has been recognized by the American Trucking Associations for its outstanding safety performance, including receiving the ATA President’s Award for Safety. The carrier said this core philosophy drives its partnership with Kodiak. “Roehl Transport is built on values, and safety is our cornerstone value,” said Rick Roehl, CEO of Roehl Transport. “The Kodiak Driver was built with this same philosophy. Kodiak’s safety-first approach was a key factor in our decision to partner with Kodiak.” Kodiak said its autonomous system is designed to address safety and efficiency challenges in long-haul trucking, industrial applications, and defense. According to Federal Motor Carrier Safety Administration statistics cited by Kodiak, more than 85% of truck crashes in the U.S. involve human driver error. The U.S. Department of Transportation estimated 5,472 fatalities in crashes involving heavy-duty trucks in 2023. Kodiak Expands Autonomous Network Kodiak said it continues progressing toward driverless trucking operations by the end of 2026. The company currently operates autonomous freight routes connecting Dallas, Houston, Oklahoma City, Atlanta, and El Paso. By the end of 2025, Kodiak

<b>Truck</b> Makers Navigate Era of Rapid Change - TT

[Stay on top of transportation news: Get TTNews in your inbox.] Truck Makers Navigate Era of Rapid Change Manufacturers Adapt to Uncertainty While Investing in Multiple Powertrains and Emerging Technologies Managing Editor, Features and Multimedia Key Takeaways: - Truck and engine executives said at a May 4 ACT Expo 2026 panel in Las Vegas that rapid technological change and external shocks are reshaping a historically cyclical commercial vehicle industry. - Panelists said manufacturers are balancing diesel investments with electrification, connectivity and AI as uncertainty from emissions rules, geopolitics and trade policies accelerates change. - Executives said fleets will see growing benefits from connected safety systems, diverse powertrains and eventual autonomous vehicles, with adoption spreading gradually across long equipment life cycles. LAS VEGAS — Heavy-duty truck and engine manufacturers have long been accustomed to the ups and downs of the highly cyclical commercial vehicle market, but in recent years they’ve also been contending with an elevated level of uncertainty and change. While adapting to shifting emission regulations, equipment manufacturers are balancing investments in both their diesel engine platforms and emerging powertrains. They also are incorporating next-generation technologies into their vehicles and customer support networks. The leaders of several North American truck makers and engine supplier Cummins outlined how they are juggling those imperatives during a May 4 panel discussion at ACT Expo 2026. “What is maybe less normal and becoming the new normal is the speed of change,” said Peter Voorhoeve, president of Volvo Trucks North America. “It goes a lot faster right now.” He suggested that more has happened in the commercial vehicle business in the past seven years than in perhaps the prior 70 years. “We’ve been focusing on diesel engines for 100 years. Now, all of the sudden we’re spreading into different technologies and doing that all at

MarsAuto Expands U.S. <b>Self-Driving Truck</b> Business With Industry Ministry Support

MasAuto, a self-driving truck startup, said Tuesday it will expand its autonomous truck business in the United States with support from the Ministry of Trade, Industry and Energy (MOTIE). The company has been selected for the "Regulatory Sandbox-Based New Industry Creation" program run by the Korea Institute for Advancement of Technology (KIAT) under MOTIE. Through the program, MasAuto will pursue research and development worth 2 billion won over the next two years. The initiative supports follow-up technology development and commercialization for businesses whose market viability has been verified through regulatory sandbox pilots. The company will also participate in the national artificial intelligence project "SDV Transition and AI Future Vehicle E2E Autonomous Driving Model Advancement." Through this initiative, MasAuto has secured AI training infrastructure based on Nvidia's Blackwell platform. Earlier, based on MOTIE's regulatory sandbox, MasAuto partnered with major domestic logistics companies and institutions to launch Korea's first autonomous driving-based paid freight transport service in 2023. The company has since operated a cumulative total of eight regular routes, securing more than 15 million kilometers of driving data. It is accumulating more than 2,000 hours of real-world driving data per day on average. In the U.S., MasAuto is focusing on advancing long-haul freight transport based on a "Team Korea" framework built with domestic manufacturers and logistics firms. The company has carried out autonomous transport on a roughly 3,379-kilometer fixed route connecting the Port of Long Beach in California to Alabama and Georgia. Building on this project, MasAuto plans to expand its autonomous truck fleet, gradually extend fixed routes, and accelerate E2E AI training based on U.S. road conditions. "This project is an important milestone in which the government, large corporations and startups have collaborated as one team to expand the achievements of paid transport based on Korea's regulatory sandbox into the global