Aurora Innovation plans to operate over 30,000 driverless trucks by 2030. The company expects to have 200 trucks in operation by the end of 2026. Fleet size should surpass 1,000 units by the end of 2027. This expansion aims to generate more than $5 billion in annual revenue by 2030.
Aurora targets a breakeven gross margin on a run-rate basis in the first half of 2027. Management expects to reach this milestone with approximately 500 trucks in operation. Second-generation hardware will reduce costs by more than 50%. The new hardware features a design lifespan of one million miles. The company has logged over 500,000 driverless miles since its commercial launch.