u/Fast_Contract

this is interesting to me, and has popped up in several headlines today.

https://www.bnnbloomberg.ca/business/company-news/2026/07/28/drive-day-and-night-tfi-plans-to-roll-out-driverless-trucks-in-us/

tfi is huge. TFI International generates over US$8 billion in revenue, supported by more than 27,000 team members across 650 facilities throughout North America. Its trucking fleet consists of over 14,000 company-owned power units, nearly 10,000 owner-operator tractors, nearly 50,000 trailers and over 200 straight trucks.

TFI has not publicly named the specific autonomous driving company they are partnering with for this rollout. However, during a recent conference call, TFI's Chief Financial Officer, David Saperstein, provided a few key clues. The partner is described as:

An American company.

One of America's "major providers" of autonomous trucking technology.

Having a strong safety record with "millions of miles driven across the Southern U.S."

Up until this recent announcement, TFI has kept any trials or autonomous partnerships relatively quiet. Moving forward, their timeline is quite aggressive:

Testing: Slated to begin within the next few months.

Official Rollout: Aiming for deployment in the United States next year (2027).

The self-driving tractors are expected to haul semi-trailers on fixed, long-distance routes between distribution centers or terminals. TFI's executives have noted that the primary goals of this partnership are to increase reliability (by bypassing hours-of-service limits and driver shortages), improve safety, and maximize fuel efficiency through optimized acceleration and braking.

what company fits that bill? Waabi is a canadian company. KDK doesn't have a proven safety case yet! Gatik is shorthaul. Torc unknown. :)

Not saying this is guaranteed or anything for this earnings call, but just seems like a weird thing timing wise for them to start talking about right now....