Summary
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Volvo Autonomous Solutions announced it will remove safety drivers from its U.S. highway autonomous trucking operations in Q1 2027, scaling to more than 300 driverless trucks on the road by year-end 2027 and entering industrial-scale production in 2028. The technology is built on the Aurora Driver platform, and a 200-mile Dallas-to-Oklahoma City lane opened in May 2026 is serving as a proving ground. Volvo projects the U.S. long-haul autonomous truck market could reach 220,000 units by 2035 and that its own autonomous business could generate approximately $3 billion in revenue within five years. The announcement puts pressure on Plus, Kodiak, and TuSimple to accelerate their commercial timelines.