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Inceptio Technology's autonomous driving systems crossed 1 billion commercial kilometers on September 8, a dataset the company frames as the foundation for next-generation freight physical AI models.
PepsiCo deployed 41 fully driverless Gatik trucks in Arizona, Texas, and Arkansas to deliver Frito-Lay products to Walmart and Dollar General — the largest autonomous commercial delivery fleet in U.S. history, backed by a $600 million multiyear commitment.
Wood Mackenzie declares 2026 the autonomous vehicle inflection point as Waymo targets 1 million rides per week across 27 U.S. cities and Aurora Innovation says all technical trucking barriers are cleared.
Electric truck maker Harbinger acquired autonomous-driving startup Phantom AI, betting that combining EV powertrains with self-driving software positions it ahead of Goldman Sachs' projected 2028 cost-parity crossover.
At ACT Expo, leaders from Torc, Kodiak, and Gatik declared autonomous trucking has moved from proving technology to proving scale — with Gatik completing 60,000 driverless commercial orders for Walmart.
Volvo Autonomous Solutions and global logistics firm DSV have launched autonomous freight operations on the Dallas-to-Houston corridor in Texas, integrating Aurora's self-driving stack into commercial freight flows.
Waabi is pursuing complete door-to-door autonomous trucking — urban streets, loading docks, depot operations — while Aurora and Kodiak stick to highways. The harder bet could win by capturing the full unit economics that highway-only autonomy cannot.
Kodiak AI is actively hauling commercial freight for Roehl Transport on the Dallas-Houston corridor — four roundtrips per week — with fully driverless highway operations targeted by end of 2026.
China's leading autonomous trucking companies say LLM breakthroughs won't speed up commercialization timelines. Physical driving data — not model advances — is the real bottleneck.
The autonomous freight industry has left the pilot phase. Aurora, Plus.ai, and Waabi are deploying driverless trucks at commercial scale across Sun Belt routes in 2026, marking the sector's first true mass-deployment phase.
Maas Auto completed a 3,379-km fully autonomous freight run from Long Beach to Georgia in three days — the world's longest self-driving freight haul, on the actual commercial supply chain.
AV startups raised $21.4 billion in Q1 2026—up 262% from all of 2025—led by Waymo's record $16 billion Series D at a $126 billion valuation, signaling renewed investor confidence in autonomous deployment.
AV startups raised a record $21.4 billion in Q1 2026 — a 262% jump from all of 2025. Waymo's $16B Series D at a $126B valuation dominates the total, but 33 other deals signal broad conviction that commercialization is imminent.
Kodiak AI completed its first fully driverless freight runs in Ohio and Indiana via Interstate 70, proving autonomous trucks can operate in northern freight corridors beyond Sun Belt highways.