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Einride to Buy 500 Tesla Semis, Making Them Available to Amazon and Other Customers

Einride plans to buy 500 Tesla Semis for Amazon and others, tripling its electric fleet.

AI News Feed · 2026-08-18 21:04

Einride will operate the Tesla Semis through Saga AI, its fleet-management platform. The company says the software gives customers the benefits of electric trucking without the financial and logistical burden of owning the vehicles. CEO Roozbeh Charli said the deployment is "yet another proof point that we can execute at the scale our customers demand."

Whether Einride gets all 500 trucks may depend on Tesla’s ability to deliver. Tesla introduced the Semi as a concept in 2017 and handed over the first trucks to customers such as PepsiCo in 2022 after delays caused by the Covid-19 pandemic and global supply-chain shortages. High-volume production took longer; the first Semi came off Tesla’s Nevada factory line in April 2026. Tesla has pulled back on its promise to reach volume production in 2026, saying it is trying to increase battery production, particularly around its 4680 cell, so it can start building the Semi and the Cybercab at scale.

Einride, which went public in June, currently operates about 200 heavy-duty electric trucks for companies including Heineken and PepsiCo. It has also developed autonomous, cabless pod trucks. Saga AI has been central to that work, determining how the vehicles are used, routed and charged.

The deal would triple the size of Einride’s fleet and strengthen its pitch for Saga AI. Einride said the Tesla Semis would be available to customers across North America and would extend its electric freight network to key corridors in California, Georgia, New Jersey and Texas. A third party is financing the purchase.

Einride said the agreement could help it convert roughly $800 million in potential long-term annual recurring revenue under joint business plans with shippers into actual revenue.

The company was founded a decade ago and spent years developing software, electric trucks and a self-driving system for its cabless vehicles. In 2026 it has pushed to scale up, adding an agreement with Amazon to put 75 electric heavy-duty trucks on Amazon’s Relay freight network and provide charging infrastructure at five U.S. locations. It also acquired EV charging company Flipturn, combining trucks and charging software for customers.