Kodiak signed DTL Transport to run 75 driverless trucks on a per-mile software fee

Kodiak AI announced on October 28 an agreement with DTL Transport, a California long-haul freight company, to deploy the Kodiak Driver in 75 driverless trucks owned and operated by DTL. Kodiak described it as the first publicly announced definitive agreement by an interstate trucking company to operate driverless trucks within its own fleet under a Driver-as-a-Service model. DTL will pay a per-mile fee for using the Kodiak Driver.

The trucks are to run on two routes Kodiak has already tested: Interstate 10 between Dallas and El Paso, Texas, and Interstate 20 between Dallas and Atlanta. Kodiak said the routes give DTL the opportunity to operate beyond current service hour limitations, and that additional lanes would be added over time.

The agreement followed a September pilot in which the Kodiak Driver autonomously hauled perishable goods for DTL 225 miles along the Interstate 5 and CA-99 freight corridors between Fresno and Los Angeles, under a heavy-duty autonomous vehicle testing permit granted by the California Department of Motor Vehicles earlier in the summer. Kodiak said those were the first commercial goods autonomously hauled by a Class 8 truck in the state.

Kodiak plans to launch driverless highway service for IKEA on Interstate 45 between Dallas and Houston by the end of this year. As of June 30, 2026 the Kodiak Driver was integrated on 35 driverless trucks owned and operated by Atlas Energy Solutions, a fleet Kodiak has committed to grow to 100 by mid-2027. Neither company disclosed the fee rate, the contract value or the term, and neither filed a current report on the agreement with the US Securities and Exchange Commission.