BRIEFINGS · Robotics, autonomous systems and physical AI

Aurora launches second-generation driverless trucks, plans 200 by year-end

Aurora, a US self-driving truck company, launched second-generation driverless trucks and plans to run 200 by the end of 2026.

On 29 July 2026 Aurora, a US self-driving truck company, said in its shareholder letter that it had launched driverless trucks on International LT vehicles with second-generation hardware the week before (press release, 22 July). It said it is "fully allocated to exit the year with 200 driverless trucks in operation" and expects 20 to 25 second-generation trucks by the end of September. It reported nearly 440,000 driverless miles through June, with zero collisions it attributes to the Aurora Driver. It lost $270 million in the quarter (Aurora SEC filing, 29 July 2026).

Why we file it. Self-driving trucks are moving from pilots toward fleets.

How we read it. The 200 is Aurora's own plan, and safety figures are company-reported. A missed truck count would change this.

Why it matters to you: trucks with no driver are starting to haul freight on US roads, and the plan is hundreds this year.

What this doesn't prove

Company's own plans and figures. 200 trucks is a plan. Safety figures are company-reported.

Next fixture

  • Truck count at the end of the third quarter
  • Truck count at year-end
  • Third-quarter loss and cash use

Sources

Every figure above comes from these sources. Every briefing is checked against its sources before it publishes. Nothing here is a recommendation to buy or sell anything, and this is not investment advice. See the disclosures.

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