Einride plans to add 500 Tesla Semis to its electric truck fleet

Swedish electric and autonomous trucking company Einride said Tuesday it plans to buy 500 Tesla Semis and make the electric trucks available to its customers, which include Amazon. The Tesla Semis will be added to Einride’s fleet in phases over the next 24 months, starting in September.

Einride will manage the trucks through its Saga AI fleet-management platform, which is designed to give customers the benefits of running electric trucks without the financial and logistical burden of owning them. “This deployment is yet another proof point that we can execute at the scale our customers demand,” said Einride CEO Roozbeh Charli.

The scale of the deal depends on Tesla delivering. The carmaker first revealed a concept of the Semi in 2017, and after delays tied to the COVID-19 pandemic and global supply-chain shortages, delivered its first batch of trucks — including to PepsiCo — five years later. It wasn’t until April 2026 that the first Semi rolled off Tesla’s high-volume production line in Nevada. Despite that milestone, Tesla has pulled back on its promise to reach “volume production” in 2026; in its second-quarter shareholder letter and earnings call, the company said it is working to increase battery production, particularly of its 4680 cell, before it can build the Semi — and the Cybercab — at scale.

Einride, which went public in June, currently operates a fleet of about 200 of its own heavy-duty electric trucks for customers such as Heineken and PepsiCo. It has also built autonomous, cabless podlike trucks, with the Saga AI platform coordinating how all of these vehicles are used, routed, and charged.

The Tesla deal will triple the size of Einride’s fleet while strengthening its pitch for Saga AI. Einride said the Tesla Semis will be available to customers across North America and would help extend its electric freight network to corridors in California, Georgia, New Jersey, and Texas; the company is financing the purchase through a third party. Einride expects the deal to help convert about $800 million in “potential long-term annual recurring revenue under joint business plans with shippers” into actual revenue.

Founded a decade ago, Einride has spent years building out its software, electric trucks, and self-driving systems, and is now pushing to scale the business — an effort that has accelerated in 2026. In April, the company struck a deal with Amazon to add 75 of its electric heavy-duty trucks to the e-commerce giant’s Relay freight network and provide charging infrastructure at five U.S. locations. Einride also acquired EV-charging company Flipturn, aiming to offer customers electric trucks and charging software together.

Why it matters

Whether Einride’s bet pays off depends on Tesla actually delivering hundreds of trucks on schedule — a carmaker that has repeatedly missed its own production timelines for the Semi.