Einride plans 500 Tesla Semi fleet expansion across North America
Swedish electric and autonomous trucking company Einride plans to purchase 500 Tesla Semis and introduce them to its fleet in phases over the next 24 months, beginning in September. The company intends to make the electric heavy-duty trucks available to Amazon and other customers in North America.
The agreement would triple Einride’s fleet, which currently comprises about 200 of its own heavy-duty electric trucks used by customers including Heineken and PepsiCo. Einride said the rollout will extend its electric freight network into key corridors in California, Georgia, New Jersey and Texas.
Saga AI will operate the trucks
Einride will manage the Tesla Semis through Saga AI, its fleet-management platform. The software is designed to determine how vehicles are used, routed and charged, with the aim of giving freight customers access to electric trucking without the financial and logistical burden of owning the vehicles.
The purchase is being financed by a third party. Einride said the programme could help turn about $800 million in potential long-term annual recurring revenue under joint business plans with shippers into actual revenue. Chief executive Roozbeh Charli described the planned deployment as evidence that the company can execute at the scale customers require.
Tesla production remains a key dependency
The scale of the order also puts attention on Tesla’s ability to supply the trucks. Tesla first unveiled the Semi concept in 2017 and delivered an initial batch to customers such as PepsiCo five years later, after delays linked to the Covid pandemic and global supply-chain shortages.
The first Semi reportedly came off Tesla’s high-volume production line in Nevada in April 2026. However, Tesla has since stepped back from commitments to volume production in 2026. Its second-quarter shareholder letter and earnings call said the company was working to increase battery output, particularly of its 4680 cell, before building the Semi and Cybercab at scale.
That manufacturing constraint follows Tesla Semi and Cybercab production delays, which examined Tesla’s shifting timing for Cybercab, Semi and Megapack programmes as spending weighed on profitability. For Einride and its customers, the commercial value of the plan will depend on deliveries arriving alongside sufficient charging capacity and reliable fleet operations.
Broader push to scale electric freight
Einride, founded a decade ago and public since June, has built electric trucks, a self-driving system for its cabless pod-like vehicles and the Saga AI platform. Its 2026 expansion has also included a deal with Amazon to add 75 Einride electric heavy-duty trucks to the retailer’s Relay freight network and provide charging infrastructure at five US locations.
The company also acquired EV-charging firm Flipturn, enabling it to offer trucks alongside charging software. Businesses evaluating electric freight can treat the Tesla Semi programme as a reminder to assess vehicle supply, charging and fleet software as one operating model rather than separate procurement decisions.