The deployments will be across North America and will be the largest of their kind in the world to date. The deployments will serve Amazon and other key Einride customers across North America and will extend Einride's electric freight network and platform across freight corridors in California, Texas, New Jersey, Illinois and Georgia. The deployment is being carried out in multiple phases over the next 24 months, starting in September 2026, fully financed with third party financing solutions.

Saga AI, enables the scaled adoption of electric vehicles for freight use and allows shippers to integrate electric capacity without the operational burden or capital risk of fleet management, ultimately, providing them with reliable and cost-efficient logistics.

As electric trucks introduce operating variables, such as charging time and energy costs that shift situationally, they require a sophisticated logistics approach to execute. Saga AI optimizes a fleet of individual electric trucks into a coordinated network that is more efficient, more reliable, and more cost efficient to run. Every additional truck and mile adds more operating data back into the platform, so the network's efficiency compounds over time rather than staying flat. The addition of the 500 Tesla Semis will triple the size of Einride’s deployed fleet of electric trucks. Saga AI has already powered more than 19 million electric miles and 42,000 optimization sessions globally, built on seven years of commercial operations.

"This deployment is yet another proof point that we can execute at the scale our customers demand," said Roozbeh Charli, Chief Executive Officer, Einride. "Working closely with Tesla to bring next-generation Semis into active operations quickly and at scale is a testament to the strength of that partnership, and how quickly this technology is maturing from promise to daily operations."

"Einride is at the forefront of sustainable freight and we are thrilled to deepen our relationship with them through this order of 500 Semis," said Dan Priestley, Director of Semi, Tesla. "EV heavy trucks provide lower costs per mile from fuel savings, reduced maintenance, and better uptime over diesel trucks. These savings increase further through operational efficiency when deploying EV trucks at scale, and we are excited that Einride recognizes this and look forward to supporting their deployments."

The deployment is a step toward converting approximately USD 800 million in potential long-term annual recurring revenue ("ARR") under joint business plans with shippers into active, revenue-generating freight capacity. It also gives customers earlier access to next-generation, longer-range Tesla Semis, further improving unit economics.

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