Einride Plans to Add 500 Tesla Semis to Electric Truck Fleet

Swedish electric trucking company Einride plans to add 500 Tesla Semis to its fleet over the next 24 months, a major expansion that would make the electric heavy-duty trucks available to customers across North America.

The Tesla Semis will join Einride’s fleet in phases beginning in September. Einride said the vehicles will be managed through Saga AI, its fleet management platform for coordinating electric freight operations, including vehicle use, routing and charging.

Einride plans major Tesla Semi fleet expansion

The agreement could significantly increase Einride’s operating scale. The company currently runs a fleet of about 200 heavy-duty electric trucks for customers including Heineken and PepsiCo, meaning the planned 500 Tesla Semis would more than triple its existing fleet if the full order is deployed.

Einride said the Tesla Semis will be offered to customers across North America and help expand its electric freight network along key corridors in California, Georgia, New Jersey and Texas. A third party will finance the vehicle purchase.

CEO Roozbeh Charli said the deployment demonstrates Einride’s ability to operate at the scale required by its customers. The company also expects the purchase to help convert about $800 million in potential long-term annual recurring revenue from joint business plans with shippers into actual revenue.

Tesla Semi production remains a key factor.

Tesla unveiled the Semi concept in 2017 and delivered its first trucks to customers, including PepsiCo, five years later after delays linked to the COVID-19 pandemic and global supply chain shortages. The first Semi from Tesla’s high-volume production line in Nevada rolled off the line in April 2026.

Tesla has since pulled back from earlier expectations around reaching volume production in 2026. In its second-quarter shareholder materials and earnings call, the automaker said it was working to increase battery production, including production of its 4680 cells, as it prepares to manufacture the Semi and Cybercab at greater scale.

Einride pushes to scale its U.S. operations.

Founded a decade ago, Einride has developed electric trucks, autonomous cabless vehicles, and the Saga AI software platform that manages fleet deployment. The company went public in June and has accelerated efforts to expand its business in 2026.

In April, Einride reached an agreement with Amazon to add 75 electric heavy-duty trucks to the company’s Relay freight network and to provide charging infrastructure at five U.S. locations. Einride also acquired EV charging company Flipturn as it works to combine electric vehicles, charging infrastructure and fleet software into a broader service for customers.

The 500-truck Tesla agreement represents a much larger expansion. Its ultimate impact, however, depends on Tesla’s ability to supply the Semis as Einride phases the vehicles into its North American fleet.