COMPANIES · ROBOTICS & PHYSICAL AI

Aurora Innovation

In the AI Economy Index: Frontier, 0.03% (as of 2 October 2026)

A Pittsburgh company that builds the Aurora Driver, a self-driving system for long-haul trucks. It runs driverless freight routes across the US Sun Belt and works with truck makers, a contract manufacturer and freight carriers rather than owning a large fleet itself.

DirectRobotics & physical AI
What it does

A Pittsburgh company that builds the Aurora Driver, a self-driving system for long-haul trucks. It runs driverless freight routes across the US Sun Belt and works with truck makers, a contract manufacturer and freight carriers rather than owning a large fleet itself.

Why it matters

Trucking is where autonomy has the clearest business case, because the route is a highway and the customer is a freight company counting cost per mile. Aurora is the furthest along in the US at removing the driver, but the numbers are still small: hundreds of thousands of driverless miles, not hundreds of millions, and the company is not profitable.

How it makes money

Freight carriers and shippers pay for autonomous trucking capacity, with Aurora moving toward selling the driver as a service on trucks built by partners.

Geography

United States

AI stack position

Robotics, autonomous systems and physical AI. Companies bringing AI into the physical world: self-driving cars, humanoid robots, drones and factory automation. This is often called "physical AI." Open the robotics lens.

Competitors

Connections (2)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Dated or announced (1)

Aurora Innovation builds its truck computer on NVIDIA
Uses technology fromDated / announced
Aurora, Continental and NVIDIA announced on 6 January 2025 that the primary computer for the Aurora Driver would be built on dual NVIDIA DRIVE Thor systems-on-chip running NVIDIA DriveOS, with Continental to begin manufacturing the hardware at scale in 2027.

Source: 2025-01-06 · reviewed 2026-09-24

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: An announcement of a planned hardware architecture. It does not establish that trucks operating today run DRIVE Thor, the number of chips ordered, the price paid, or that the 2027 manufacturing timeline has held.

Aurora, Continental, and NVIDIA Partner to Deploy Driverless Trucks at Scale ↗

Comparisons (1)

Kodiak AI competes in driverless trucking with Aurora Innovation
Competes withComparison only
Dallas Express reported Kodiak is preparing driverless long-haul runs between Dallas and Houston, the corridor where Aurora Innovation launched commercial driverless trucking in 2025.

Source: 2026-09-25 · reviewed 2026-10-02

Evidence: Analytical comparison · Product/market overlap

Limits: Overlap in service and corridor only; does not compare fleet sizes, customers, revenue or safety records.

Kodiak Picks Dallas-Houston For Driverless Long-Haul Launch ↗

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Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.25.43, released .