Technology and Science18 August, 20262 min read
Einride Orders 500 Tesla Semi Trucks, Rolling Out Across California, Texas, New Jersey
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Einride to deploy 500 Tesla Semi trucks in North America over 24 months First deliveries start September; phased deliveries over 24 months
500 Tesla Semis Deal
Tesla has landed an order for 500 Semi electric trucks from Einride AB, which the Swedish freight company called the largest Tesla Semi deployment announced to date. Einride said the first Tesla Semi deployments are expected in September, with the 500 Semis rolling out across California, Texas, New Jersey, Illinois and Georgia over 24 months.
The deal was announced alongside Einride’s first-half results Tuesday, with Einride forecasting constant-currency revenue growth of 60% to 73% in the second half, accelerating from 26% in the first half. Reuters reported Einride shares surged 12% in early trading on Tuesday, while Transport Topics said the addition would triple Einride’s deployed fleet and expand Tesla’s push from pilot projects to commercial freight operations.
States, Software, and Financing
Einride said the electric trucks will be put into operation gradually over the coming two years, starting next month, and will serve customers including Amazon.com Inc. across freight corridors in the region. The trucks will be managed through Einride’s Saga AI platform, which Electrek said handles routing and charging windows, while GlobeNewswire described Saga AI as enabling “scaled adoption of electric vehicles for freight use.”
Reuters reported the Tesla truck deployment will be financed through third-party funding and is expected to triple Einride’s fleet to about 750 vehicles. Dan Priestley, Tesla’s Director of Semi, said, “EV heavy trucks provide lower costs per mile from fuel savings, reduced maintenance, and better uptime over diesel trucks,” as Roozbeh Charli told Reuters that “we're getting to a point where we get access to the hardware in the form that we want and need and now that's where the software comes in.”
What Comes Next
Einride said it expects the deployment to triple its fleet to about 750 vehicles and targeted cash-flow breakeven in 2028, while also forecasting constant-currency revenue growth of 60% to 73% in the second half. Transport Topics said Tesla is ramping Semi production in Nevada for 2026, and Electrek said the first deliveries start next month with the rest arriving in phases over 24 months.
The deal also expands Einride’s sourcing, with Reuters saying that with the addition of Tesla, Einride now sources from five to six truck brands including Netherlands-based DAF. Benzinga framed the order as part of Tesla’s Semi program momentum, quoting Dan Priestley that electric trucks may offer lower costs per mile than diesel through fuel savings and reduced maintenance, while Transport Topics emphasized that the shift is from limited trials to revenue-generating freight operations despite adoption challenges.