Aurora Innovation autonomous trucking expansion

Aurora Innovation is scaling its autonomous trucking operations in the United States, moving from a fleet of approximately 20 units toward a goal of 200 driverless trucks by the end of 2026. The company currently operates on major Texas highways and utilizes second-generation hardware upfitted by Roush. CEO Chris Urmson has noted a transition toward a ‘driver-as-a-service’ model to leverage cost efficiencies, with estimates suggesting autonomous services could cost roughly $0.85 per mile compared to $1.30 for human drivers.

Looking toward long-term growth, Aurora aims to have over 30,000 trucks equipped with its Aurora Driver platform in North America by 2030, targeting $5 billion in annual revenue. To reach this scale, the company plans to shift from its current transportation-as-a-service model to an asset-light ‘hardware-as-a-service’ model by the end of 2027 in partnership with Aumovio. This framework will allow customers to purchase self-driving trucks while paying a per-mile subscription fee. Aurora continues to maintain partnerships with Volvo and Paccar to integrate its technology into production lines.