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importantSYS.SOURCE: TechCrunch• 2026-10-28T13:00:00Z

Kodiak AI Secures First Commercial Contract for Autonomous Truck Deployment on Public Highways

Kodiak AI has secured its first binding commercial contract to supply 75 autonomous trucks to DTL Transport for public highway operations, starting in 2028. The deal marks a strategic shift toward a driver-as-a-service model, aiming to generate $11.2 million annually once fully deployed.

The deal with DTL Transport puts it on a path to become an an asset-light tech supplier, rather than owner and operator.

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