Aurora Aims for 30,000 Self-Driving Trucks by 2030

Aurora, a company focused on autonomous vehicle technology, has outlined an aggressive plan to deploy over 30,000 self-driving trucks by the end of 2030. This ambitious goal is expected to generate $5 billion in annual revenue, a significant leap from their projected 200 driverless trucks and $80 million revenue run rate by the end of 2026.

The company's strategy includes a pivotal shift in its business model. Starting in 2027, Aurora will move from a transportation-as-a-service model, where it owns the trucks, to a driver-as-a-service model. Under this new structure, customers will purchase the self-driving trucks and pay Aurora a per-mile subscription fee for the autonomous technology.

Aurora anticipates reaching breakeven gross margins in the first half of 2027, with approximately 500 trucks in operation. The introduction of third-generation hardware in late 2027, mass-produced by partner Aumovio, is expected to further improve cost structures and drive profitability. By 2030, Aurora aims to expand its operational footprint across the continental U.S., with plans to eventually enter the robotaxi market.