Einride said it will purchase 500 Tesla Semis over the next 24 months, tripling its current fleet and making the vehicles available to Amazon and other freight customers through its Saga AI platform.
Swedish electric trucking company Einride said Tuesday it plans to purchase 500 Tesla Semis and make the vehicles available to Amazon and other customers, in a deal that would triple the size of the company's current fleet.
The Tesla Semis will be added to Einride's fleet in phases over the next 24 months, with deliveries beginning in September, according to the company. Einride said it is using third-party financing to fund the purchase.
Einride will manage the vehicles through its Saga AI platform, a fleet management system that handles routing, charging, and vehicle deployment. The arrangement is designed to let shippers access electric freight capacity without taking on the financial and operational burden of owning the trucks themselves.
"This deployment is yet another proof point that we can execute at the scale our customers demand," Einride CEO Roozbeh Charli said in a statement.
The deal carries significant commercial stakes for Einride. The company said the expanded fleet could help it convert roughly $800 million in "potential long-term annual recurring revenue under joint business plans with shippers" into realized revenue. The Tesla Semis will serve customers across North America, extending Einride's electric freight network to key corridors in California, Georgia, New Jersey, and Texas.
Einride, which went public in June and was founded a decade ago, currently operates a fleet of about 200 heavy-duty electric trucks for customers including Heineken and PepsiCo. The company has also developed autonomous, cab-less pod trucks. The Tesla Semi acquisition would push its fleet to roughly 700 vehicles.
The deal underscores continued momentum in Einride's 2026 expansion push. Earlier this year, the company struck a separate agreement with Amazon to add 75 of its electric heavy-duty trucks to the e-commerce company's Relay freight network and provide charging infrastructure at five U.S. locations. Einride also acquired EV charging software company Flipturn, adding charging management capabilities to its service offering.
Whether Tesla can deliver on the order's timeline, however, remains an open question. Tesla revealed the Semi concept in 2017, but volume production was repeatedly delayed by the Covid-19 pandemic and global supply chain disruptions. The first production Semis reached customers such as PepsiCo in late 2022. It was not until April 2026 that the first Semi rolled off a high-volume production line at Tesla's Nevada factory.
Even after that milestone, Tesla has pulled back from earlier volume-production commitments for 2026. In its second-quarter shareholder letter and earnings call, the company said it is working to increase output of its 4680 battery cell — a prerequisite for scaling Semi production alongside its Cybercab robotaxi.
TechCrunch first reported the terms of the agreement.
How quickly Tesla can ramp Nevada production will determine whether Einride's phased rollout begins on schedule — and whether the deal's commercial promise translates into delivered trucks on North American freight corridors.
TechEchelon Staff bylines are produced collectively by the newsroom for short, breaking, and wire-style coverage. Longer-form reporting is published under the responsible reporter's name.
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