Aurora targets 30,000 driverless trucks by 2030

Aurora's investor day was as much a progress report as a forecast. The company says its trucks have already logged more than 500,000 driverless miles since commercial operations began, and that vehicles running for customers including McLane and Werner are averaging an annualized rate of more than 225,000 miles a year. That operating record is the backdrop against which it now sets a 2030 target of more than 30,000 driverless trucks and a fleet it says could generate several billion dollars in revenue.

The near-term path runs through hardware. Roush has begun volume upfitting and is targeting production of 20 trucks a week, while Aurora's system is fitted to International LT Series trucks and integrated into the Volvo VNL Autonomous, with work underway with PACCAR on a future generation. On the demand side, Aurora expects to finish 2026 with 200 driverless trucks under Transport as a Service agreements, and Hirschbach intends to own and operate 500 autonomous trucks under a Driver as a Service deal, with deliveries scheduled to begin in 2027.

CEO Chris Urmson framed the moment as a commercial inflection point, saying Aurora has emerged from the building phase. CFO David Maday said the enablers are in place to drive market growth and that the momentum puts the company firmly on the path to profitability — a claim whose timing will likely be judged against the 2026 and 2027 volume milestones above.