Aurora Targets 200 Driverless Trucks by Year End
Aurora Innovation, the Pittsburgh-based self-driving truck company, plans to end 2026 with 200 driverless trucks running under Transport as a Service deals, and aims for over 30,000 driverless trucks by 2030. The goal was announced at its 2026 Analyst and Investor Day in Dallas on September 23. The year-end fleet is already fully allocated to customers, and Aurora's driverless customer count has nearly doubled this year. Hirschbach Motor Lines intends to own and operate 500 trucks via a Driver as a Service deal, with deliveries starting in 2027, though that plan is based on a non-binding memorandum of understanding.
Aurora currently has 20 driverless trucks running on Texas routes between Houston and Dallas, and between Fort Worth and El Paso. Its second-generation hardware kit costs less than half as much and is rated for one million miles, and Roush aims to upfit 20 trucks per week from October. The Aurora Driver has logged more than 500,000 driverless miles since commercial launch. MarketBeat reported a revenue target of $5 billion by 2030.
On the financial side, the company lost over $800 million in 2025, burned about $225 million in operating cash in Q2, and holds nearly $1.2 billion in cash and investments, which it says will carry it to positive free cash flow in 2028.