TechTrack: AUR Launches Gen 2 With New Customer Agreements, TSLA Announces New Fleet Orders and Semi FSD Timeline, WMT and DASH Advance Drone Delivery, AMZN, DHL, WMT Expand Supply Chain Network & More...

Research evidence excerpt

TechTrack: AUR Launches Gen 2 With New Customer Agreements, TSLA Announces New Fleet Orders and Semi FSD Timeline, WMT and DASH Advance Drone Delivery, AMZN, DHL, WMT Expand Supply Chain Network & More...

UpdateMTrucking / Logistics: Recent developments in trucking are centered on

commercial production and launch of driverless fleets, as AUR leads peers and

pushes the timeline to gain customers and launch driverless operations. AUR

recently launched its second-generation driverless Class 8 truck fleet featuring next-

generation hardware that is durable and efficient and based on the international LT

Series truck; in partnership with Roush, AUR targets an annual production run-rate

of 1,000 trucks by YE2026. AUR has now addressed safety concerns through

additional testing and screening, promoted the economic benefit of autonomous

trucking (~2x rev per truck), demonstrated how it increases operational efficiency by

noting time saved vs. human drivers (~40% faster), and made it accessible for

individuals who have no exposure to AVs through its Aurora App – all serving as

key drivers for ramping commercial adoption and raising current industry

standard. Following the launch, AUR announced two new customer agreements

with Value Truck and Charger Logistics who will start using AUR's driver on one lane

and expect to expand in the future to their broader respective networks. TLSA Semi

also announced customer agreements: QX Logistix ordered 20 Semis and will begin

operations in CA in 2027, and Paper Transport began evaluating the Tesla Semi on

its established routes. More significantly, for the first time, TSLA CEO Elon Musk

gave a timeline for the launch of a fully self-driving TSLA Semi, stating a target

of early 2027 for driverless operations.