Aurora held its 2026 Analyst and Investor Day. The company targets 30,000 driverless trucks by 2030, aiming for multi-billion revenue and SaaS-like gross margins. It has 200 trucks allocated for year-end 2026. Hirschbach signed a non-binding MOU for 500 trucks under DaaS starting 2027. Second-gen hardware cuts costs by more than half. Roush targets 20 trucks per week in October. Aurora also offered driverless passenger rides on a segment of its Dallas-Houston route.
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