Aurora targets 200 driverless trucks by end of 2026 and 30,000 by 2030

Aurora Innovation/Aurora Driver for trucks

At its investor day in Dallas, Aurora said it expects 200 driverless trucks operating by the end of 2026 and more than 30,000 by 2030. Its second-generation hardware costs less than half as much as the first, and it has driven over 500,000 driverless miles since launch. These are targets; the fleet today is far smaller.

• Carrier Hirschbach plans a 500-truck fleet under a 'Driver as a Service' deal, with deliveries from 2027; McLane and Werner already run Aurora trucks.
• Aurora trucks average over 225,000 miles a year, more than twice a typical human-driven truck.
• Roush targets 20 upfitted trucks a week by October; Volvo builds the VNL Autonomous on its line, and PACCAR integration of third-generation hardware is in development.
• Aurora expects multi-billion-dollar revenue by 2030 and software-like gross margins, but has yet to reach positive gross profit.