Kodiak Expands Autonomous Fleet With International Tractors

Kodiak to Add International Tractors to Autonomous Options

Kodiak AI plans to expand its autonomous truck lineup with retrofitted International LT tractors, giving fleet customers a choice of three truck platforms beginning in the second half of 2027.

The Mountain View, Calif.-based autonomous trucking company announced the International integration Nov. 5, naming International Motors, Peterbilt and Western Star as the manufacturers represented in its planned portfolio. Engineering work on the International LT is underway, with unsupervised deployments targeted for the latter half of 2027.

For fleets, the move adds another commonly used highway tractor to Kodiak’s autonomous offering. The company said the initial International deployments will use the same retrofit model applied to its existing trucks, rather than tractors leaving the assembly plant with Kodiak’s autonomy equipment already installed.

Kodiak also said its software and hardware are 99% ready for unsupervised autonomous longhaul routes. The company’s system, called the Kodiak Driver, is designed to operate without a driver in the cab during defined commercial routes. Kodiak said expanded use of its vehicles on public roads is expected in the middle of 2027, after applicable safety requirements have been met.

The company is targeting a commercial launch with five driverless trucks on a 219-mile section of Interstate 45 between Dallas and Houston. Kodiak has identified IKEA Supply as the first launch partner for the planned highway service, which is expected to begin by year-end 2026.

The Dallas-Houston operation would build on Kodiak’s work with customer-owned trucks. Atlas Energy Solutions has ordered 100 Kodiak-equipped driverless trucks, while DTL Transport has placed an order for 75 trucks.

Atlas currently operates 37 customer-owned Kodiak-powered trucks, according to the company. Kodiak delivered its first two Western Star 49X driverless trucks to Atlas in September 2026. Those trucks were the first two of 65 Western Star vehicles intended to fulfill the initial 100-truck order, which Kodiak expects to complete in the first half of 2027.

The Western Star vehicles are the first trucks equipped with Kodiak’s seventh-generation hardware platform. They also represent the company’s first day-cab autonomous trucks deployed in commercial service. The trucks have begun limited operations on public county roads in the Permian Basin in cooperation with regional transportation authorities.

Atlas became Kodiak’s first customer to deploy the company’s driverless technology in customer-owned semitrailers when the relationship began in December 2024. The companies are using the fleet to support autonomous operations in the energy-producing region while Kodiak continues to expand its operating experience.

Kodiak said the Kodiak Driver has accumulated approximately 3 million on-road autonomous miles and more than 3,000 paid driverless hours. The company also has partnered with Roush Industries to scale production of trucks equipped with the system. The first truck produced through that effort was delivered in August, according to Kodiak.

The company offers the technology through a Driver-as-a-Service model. Under that approach, customers pay per-mile or per-vehicle licensing fees for driverless operations and continuing support. Much of Kodiak’s projected longhaul growth is expected to come from customer-owned trucks using that model.

Kodiak is targeting 200 unsupervised autonomous trucks in commercial operation by the end of 2027. It expects those vehicles to generate more than $50 million in annualized run-rate revenue exiting that year. The longer-term target is 5,000 trucks in operation by the end of 2029 and more than $1 billion in annualized run-rate revenue.

The targets depend on completing vehicle integration, producing and retrofitting trucks at scale, and meeting safety requirements for expanded public-road operations. Kodiak has also identified risks involving third-party manufacturers and retrofit providers, component supplies, customer spending and possible delays in its operating plans.

Adding the International LT gives Kodiak another platform for fleet customers as the company moves beyond limited regional deployments and prepares for longer highway routes. The broader rollout will determine how quickly autonomous trucks can move from pilot and restricted operations into regular freight service on public roads.