Kodiak lands first commercial deal to supply 75 driverless trucks

Kodiak AI will deliver 75 self-driving trucks to freight company DTL Transport starting in 2028, its first binding commercial deal for driverless big rigs on public highways. In December Kodiak plans to start driverless highway service without safety operators, hauling goods for Ikea on Interstate 45 between Dallas and Houston.

• 75 DTL Transport trucks to be delivered starting in 2028
• Routes: Dallas–El Paso and Interstate 20 between Dallas and Atlanta
• Kodiak forecasts $150,000–190,000 annual recurring revenue per truck
• Deal could generate at least $11.2M in annual recurring revenue