Key facts
- Kodiak AI will supply 75 self-driving trucks to DTL Transport starting in 2028.
- The contract is Kodiak's first binding commercial deal for driverless trucks on public highways.
- DTL Transport will use the trucks on routes such as Dallas to El Paso and Dallas to Atlanta.
- Kodiak plans to launch a driverless highway service in December, initially for Ikea between Dallas and Houston.
Kodiak AI has secured its first binding commercial contract to supply 75 driverless trucks to DTL Transport, a mid-market trucking company. Deliveries are slated to begin in 2028, with the trucks intended for use on multiple interstate highway routes, including Dallas to El Paso, Texas, and between Dallas and Atlanta. This agreement comes as Kodiak prepares to remove human safety operators from its trucks for highway services starting in December, initially for Ikea between Dallas and Houston. The company aims to transition to an "asset-light" model, licensing its technology rather than owning and operating the fleet itself, a strategy also pursued by competitor Aurora Innovation.