Kodiak to supply 75 driverless trucks to DTL Transport from 2028
Kodiak AI will deliver 75 self-driving trucks to DTL Transport from 2028, its first binding commercial deal for driverless big rigs on public highways.
By GennnAi··1 min read
The value was not disclosed; using Kodiak's 2025 forecasts, the deal could yield at least $11.2 million in annual recurring revenue. DTL, a California trucker, will first use the trucks between Dallas and El Paso. In December, Kodiak plans to remove safety operators and start a driverless service for Ikea between Dallas and Houston. Its shares are down 87% from their opening-day price.
Source: TechCrunch, published on October 28, 2026.