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This driverless trucking stock could be a double or more. Here’s why I’m buying despite the risks

The Pittsburgh-based autonomous trucking company has developed technology that allows big rigs to haul freight without a human driver behind the wheel. Key points Aurora has a bullish plan to rapidly scale its driverless trucking business. Why I'm buying There's finally a real roadmap to scale Aurora recently had roughly 20 to 25 driverless trucks in operation. At that scale, Aurora is targeting more than $5 billion in annual revenue by 2030, with gross margins of roughly 60%. The trucks are already hauling freight Aurora commercially launched its trucking service in 2025 and has now logged more than 500,000 driverless miles.

Self-driving trucks and AI: Inside OU’s push to modernize transportation

Researchers at the University of Oklahoma are advancing autonomous vehicle and artificial intelligence technologies to enhance transportation safety and efficiency. Students and researchers at OU are actively working on projects involving autonomous vehicles, AI and robotics, aiming to bring these innovations into practical use. One of the university’s key initiatives is Accelerate, a U.S. Department of Transportation-funded project designed to improve freight transportation along Interstate 40 and Interstate 35. So, we're trying to use data and AI-powered technologies to better inform the drivers,” Zhang said. The goal of these efforts is to transform ideas developed at institutions like OU into technologies that can be implemented on a larger scale.

Kodiak taps IKEA to launch driverless freight on I-45

Kodiak named Dallas-Houston as its long-haul launch lane on Sept. 25. The company began its driverless long-haul launch program in August and said it now consistently completes deliveries between its Lancaster, Texas, hub and Houston without human intervention. Kodiak said it expects to reach 100% and launch driverless operations by year-end. Kodiak already runs driverless trucks commercially for Atlas Energy Solutions in the Permian Basin, work that began in December 2024. He added that Kodiak’s driverless work will continue with IKEA and other customers after the launch.

Aurora Innovation Targets $5B Revenue as Driverless Truck Fleet Scales

Heavy-truck manufacturers must balance investments in autonomous vehicle integration with their existing production, fuel-economy requirements and customer needs, he said. Maday said AUMOVIO is co-developing, engineering, manufacturing, financing, servicing and maintaining Aurora Driver hardware kits. Rather than being paid upfront for the hardware, AUMOVIO would receive cents per mile as Aurora's trucks operate. About Aurora Innovation (NASDAQ:AUR) Aurora Innovation, Inc develops autonomous vehicle technology designed to transport people and goods without human drivers. The article "Aurora Innovation Targets $5B Revenue as Driverless Truck Fleet Scales" was originally published by MarketBeat.

EACON's autonomous solution deployed on more than 1500 battery-electric mining trucks

EACON Mining Technology’s autonomous solution has now been deployed on more than 1500 battery-electric mining trucks, making battery-electric vehicles the largest single powertrain category across EACON’s autonomous fleet. The milestone represents rapid growth in EACON's battery-electric autonomous fleet, which has nearly doubled in less than six months – expanding from 800 trucks in March 2026 to more than 1500 today. Operating across diverse and demanding environments Battery-electric autonomous haulage is also operating at scale in challenging metal mining environments. At Zijin Mining’s Julong Copper Mine, 60 battery-electric autonomous trucks are in regular operation at high altitude, with an attendance rate of more than 90%. Energy recovery in battery-electric haulage Autonomous vehicle control can also make energy use across the haul cycle more consistent and measurable.

Should You Trim Or Add To Your Aurora Innovation Position Now?

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California thieves steal Nvidia-branded trailers expecting expensive AI hardware; find 40,000 pounds of s

California thieves found sand inside the Nvidia-branded trailers The two trailers were parked outside PlusAI's Fremont facility when they were taken overnight. The stolen trailers were later located in Newark, California, roughly half a mile from PlusAI's Fremont warehouse. What was inside the stolen trailers The trailers contained about 20,000 pounds of sand each, giving them a combined load of approximately 40,000 pounds, or 20 tons. How the stolen trailers were found The trailers were eventually spotted in Newark, close to PlusAI's Fremont facility. The trailers had been taken from PlusAI's Fremont facility but were found only about half a mile away in Newark.

Your car and its mobile app are probably handing over all kinds of data to tech companies

Modern-day vehicles built with connected car technology such as WiFi and GPS collect reams of data about its owners. That conclusion isn’t new — there have been numerous investigations and lawsuits exposing how driving data is collected and shared with third parties, including insurance companies. The implications aren’t great for consumers, whose data is being shared with tech companies including Adobe, ContentSquare, Google, Microsoft, Meta, Snap, and Yahoo. These profiles can be particularly hard for consumers to shake because they’re sold to a variety of companies including insurers and banks. When researchers paired the companion app to the vehicle it roughly doubled the exposure to advertising and tracking companies.

Aurora Innovation Targets $5B Revenue as Driverless Truck Fleet Scales

NVIDIA Deal Ignites Aurora Stock’s Explosive Potential Aurora projects approximately $200 million of revenue and positive gross margin in 2027. About Aurora Innovation (NASDAQ:AUR) Aurora Innovation, Inc develops autonomous vehicle technology designed to transport people and goods without human drivers. Should You Invest $1,000 in Aurora Innovation Right Now? Before you consider Aurora Innovation, you'll want to hear this. While Aurora Innovation currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

Thieves end up with 20 tons of sand used to simulate freight after stealing Nvidia branded trailers from autonomous trucking company

Thieves in California ended up with loads of nothing but sand after stealing two Nvidia branded trailers from an autonomous trucking company in California. According to San Francisco Standard, both trailers were branded with Nvidia logos on the side, but were only loaded with a combined 20 tons of sand to simulate real freight during research and development of the autonomous trucks. The employees that contacted police reported that the trucks and trailers had been forcibly separated and the truck cab was moved. :)” The company sent over some employees to confirm the trailers were really theirs, and called police to help them recover the trailers. The company says they believe the Nvidia branding on the side of the trailers prompted the thieves to steal them, assuming there was valuable cargo inside.

Aurora targets 30,000 trucks by 2030 via asset-light option

The Aurora Driver has safely completed more than 500,000 driverless miles since commercial launch. (Aurora)e) Aurora Innovation expects 30,000 trucks equipped with its Aurora Driver platform to be on the road in North America in 2030, with the vast majority utilizing a soon-to-be-available self-driving truck configuration intended to transform Aurora’s finances. By the end of 2026, Aurora will be operating 200 driverless International Motors LT Series trucks, which will provide an $80 million annualized revenue run rate. But Maday told investors the fleet will be limited to 500 trucks. He added that the company would see positive free cash flow on a run-rate basis in 2028 with roughly 7,500 trucks on the road.

Kodiak Targets Dallas–Houston for Driverless Trucks

Kodiak AI has chosen the Dallas–Houston corridor for its first driverless highway freight service, which it plans to launch by the end of 2026. For now, a safety observer remains in the cab. Since 2019, it has hauled freight between Dallas and Houston with safety drivers aboard, logging more than 3.5 million autonomous miles on the route, according to the company. Getting Ready for Driverless Operations Kodiak began daily preparation runs using its planned driverless hardware and software in August. As of the end of August, Kodiak said 93% of the claims and evidence in its long-haul safety case were materially complete.

Aurora Innovation, Inc. (AUR) Stock Price, News, Quote & History

Aurora Innovation, Inc. engages in the self-driving technology business in the United States. It focuses on developing Aurora Driver, a platform that brings a suite of self-driving hardware, software, and data services together to adapt and interoperate various vehicle types and applications. The company was founded in 2017 and is headquartered in Pittsburgh, Pennsylvania. aurora.tech

How Autonomous Trucks Could Change Fleet Network Planning

The biggest operational change from autonomous trucks may happen beyond the truck itself. Waabi COO Lior Ron points to fleet network planning as an area that will take considerable rework. Ron asked fleets to consider what happens when driver hours-of-service limitations no longer constrain how long an autonomous asset can operate. He said that could change how fleets plan longer lanes, assign teams, and calculate equipment utilization. Fleets may need to reconsider how freight, assets, and capacity move through the entire network when driver time no longer sets the same operating boundary.

Aurora targets 30,000 driverless trucks, aims $5B revenue by 2030 (AUR:NASDAQ)

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Trailers Stolen After Thieves Spotted Nvidia Logo — Inside Was Just 18 Tons of Sand

Two large trailers prominently displaying Nvidia logos were stolen in California, only for the thieves to abandon the cargo roughly 800 meters into their getaway. The culprits were after expensive AI chips, but the trailers actually contained 18 tons of test sand. The trailers had large PlusAI and Nvidia logos affixed to their exteriors. A senior PlusAI executive received a call from an acquaintance who said they had spotted the trailers near the company. PlusAI said both trailers were recovered along with the sand inside, and the trailers themselves sustained no significant damage.

Port of Antwerp-Bruges Autonomous Summit 2026: From Demo to Commercial Deployment - News and Statistics

Port of Antwerp-Bruges Moves Autonomous Mobility from Demonstration to Implementation at Second Autonomous Summit Port of Antwerp-Bruges plans to use the second Autonomous Summit to illustrate how self-driving systems are being deployed across a broader range of uses and on a bigger scale, the port authority said. According to the port authority, the following step will materialise this autumn through the first commercial scheme using a driverless truck to move containers linking the Left and Right Banks. Attendees may also board a PIX Moving autonomous shuttle, observe a crash test dummy operated remotely, or find out about Tesla Full Self-Driving technology. The port authority stated its goal is to foster conditions in which innovations can be trialled, brought into use and expanded, thereby accelerating deployment and boosting European competitiveness. The port authority argued that ports suit the testing and expansion of autonomous technology owing to their heavy traffic volumes, predictable transport patterns and comparatively controlled surroundings.

Aurora CFO says 30,000 driverless trucks by 2030 isn’t as far-fetched as it sounds

The company expects to go from 200 driverless trucks at the end of 2026 to more than 1,000 a year later. Today, Aurora operates what it calls a transportation-as-a-service business — a proof-of-concept model that it plans to limit to about 500 trucks. Instead of Aurora owning the trucks, customers will buy the self-driving trucks and pay Aurora a per-mile subscription fee for the self-driving technology, which the company expects to be about $0.85. Under this model, the customers will own and maintain the truck, while Aurora maintains the self-driving system and its accompanying hardware. By 2030, the company expects to grow beyond a few states in the South to the vast majority of the continental U.S., according to Maday.

PrePass integrates autonomous truck inspections with roadside screening systems

PrePass recently integrated Enhanced Inspection information from Kodiak AI into established state roadside screening and enforcement systems. The company, which provides weigh-station bypass, toll payment, safety, and compliance solutions, is using its platform to connect inspection information with enforcement personnel. The automated process allows enforcement personnel to verify inspection information, authorize bypasses, and provide additional instructions when needed. Instead, it makes inspection information available through established roadside screening systems. “PrePass has spent years preparing for this future through federal research, collaboration with state agencies and continued investment in roadside screening technology.

Autonomous & Self-Driving Vehicles News: Waymo, ComEd, TIER IV, Einride, Hyundai, AEye, Witherite, Aurora, NHTSA, Volvo & Arbe Robotics | auto connected car news

In autonomos and self-Driving behicle news news are Waymo, ComEd, TIER IV, Einride, Hyundai, AEye, Witherite, Aurora, NHTSA, Volvo and Arbe Robotics. The program taps into the tap-to-pay infrastructure already used across 27 regional transit agencies, and is launching first to Waymo employees before opening more broadly. Einride, and Nvidia Team Up to Scale Autonomous Freight Einride has partnered with Nvidia to adapt Nvidia’s Drive Hyperion compute and sensor architecture for its heavy-duty autonomous trucks. Hyundai plans to bring an upgraded driver-assistance suite running on Nvidia compute to market by 2028, with urban-capable autonomous driving targeted for consumer vehicles by 2029. The crashes — involving vehicles striking stationary or slow-moving traffic — caused three deaths across two incidents and injured 11 people.