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<\/p>\n\n August 18, 2026 9:07 AM, EDT<\/p>\n
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Tesla Semi reached its first major customer in 2022. (Einride)<\/p>\n
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\nEinride will add 500 Tesla Semi trucks to its North American fleet over the next two years, marking the largest deployment of the electric trucks to date.The deal will triple Einride\u2019s deployed fleet and expands Tesla\u2019s push from pilot projects to commercial freight operations despite industrywide adoption challenges.Tesla is ramping Semi production in Nevada for 2026 while Einride plans phased deployment beginning next month for customers including Amazon. <\/p>\n
Einride AB is adding 500 Tesla Inc. Semi heavy-duty trucks to its North American fleet in what the Swedish company said will be the biggest deployment of the vehicles to date.<\/p>\n
The electric trucks will be put into operation gradually over the coming two years, starting next month, Einride said Aug. 18. They will serve customers including Amazon.com Inc. across freight corridors in the region.\n \t \t\t<\/p>\n
The addition is set to triple the size of Einride\u2019s deployed fleet and extend its network across North America. The Stockholm-based firm provides autonomous and electric mobility, software and charging solutions for logistics clients and has developed its own\u00a0self-driving truck. It has previously used vehicles from brands such as Daimler Truck, Scania, MAN and BYD.<\/p>\n
For Tesla\u2019s Semi, the deal marks another step in the shift from limited trials to revenue-generating freight operations, testing whether the model can gain traction with commercial fleets.\n \t\t<\/p>\n
High vehicle costs and limited charging infrastructure have slowed electric truck adoption more broadly. Germany\u2019s Daimler Truck Holding AG, for example, has warned that weak demand could leave it well short of EU emissions targets<\/a> despite heavy investment in zero-emission models.<\/p>\n The Semi itself has been a long time coming. Unveiled with fanfare in 2017 and\u00a0initially\u00a0slated for production in 2019, the truck didn\u2019t reach its first major customer, PepsiCo<\/a> Inc., until late 2022.<\/p>\n $ENRD<\/a> H1 2026: Revenue $27M, up 26% YoY. 500 @Tesla<\/a> Semis signed. Driverless hours up 64%. Targeting breakeven point in 2028. Full results at https:\/\/t.co\/Iu1e5LkiYr<\/a> pic.twitter.com\/iGIYUWCAND<\/a><\/p>\n \u2014 Einride (@einrideofficial) August 18, 2026<\/a><\/p>\n After the years of delays, Tesla is now preparing to ramp up production of the Semi at its Nevada factory. Tesla said in its latest earnings update that Semi production remained on track for 2026, after saying in April that it expected to reach volume production this year.<\/p>\n Tesla plans to eventually develop its own automated-driving technology for the Semi, though Elon Musk said in July that the effort was \u201ctaking a bit of a back seat\u201d because trucks are expected to remain a very small percentage of the company\u2019s fleet this year. The CEO has long set ambitious targets for autonomous driving, including for Tesla\u2019s ride share network, which has progressed more slowly than many investors had hoped.<\/p>\n An Einride driverless truck during the company\u2019s IPO in New York, on June 10. (Michael Nagle\/Bloomberg)<\/p>\n Einride, which has lost more than half of its market valuation since its June trading debut in New York<\/a>, has also struggled to grow its business amid a slower-than-anticipated shift away from diesel trucks.<\/p>\n Amazon ranks No. 1<\/a>\u00a0on the\u00a0Transport Topics Top 100 list of the largest logistics companies<\/a>\u00a0in North America and No. 1 on the\u00a0TT Top 50 list of the largest global freight companies<\/a>.<\/p>\n PepsiCo ranks No. 2 on the Transport Topics\u00a0Top 100 list of the largest private carriers<\/a>\u00a0in North America.<\/p>\n