Kodiak AI announced a multi-year agreement with Bosch on January 5, 2026, under which Bosch will supply automotive-grade sensors, redundant steering actuators and firmware interfaces to support Kodiak’s production-grade autonomous trucking platform. Bosch’s status as the largest global automotive supplier by revenue, combined with its industrialization expertise, is expected to accelerate Kodiak’s shift from pilot programs toward a large-scale commercial rollout of driverless trucks across North America.

In 2024, Kodiak became the first company to deploy customer-owned, driverless trucks in revenue-generating service, completing over 10,000 autonomous miles on Class 8 routes without a safety driver. This track record underpins the Bosch collaboration’s goal to scale Kodiak Driver installations from a fleet of five pilot vehicles today to more than 100 trucks in active service by the end of 2027, targeting shippers in key logistics corridors between Texas and Illinois.

From January 6–9 at CES 2026 in Las Vegas (Booth 16203, Central Hall), Kodiak will exhibit a fully integrated autonomous truck powered by the Kodiak Driver and Bosch hardware. The demonstration will feature real-time sensor fusion of LIDAR, radar and camera systems across a redundant electronic control unit, underscoring the modular, vehicle-agnostic design that enables integration either on factory production lines or via third-party upfitters.

With a cash runway extending into Q3 2027 and an annual R&D budget of $85 million for 2026, Kodiak plans to secure $150 million in procurement commitments from fleet operators by mid-year. Management projects ramping to $50 million in hardware revenue by year-end 2026, driven by Bosch-enabled manufacturing scale and anticipated gross margins above 40% on sensor and actuator systems. Investors will monitor scheduled audit filings and customer contract milestones throughout the year as indicators of commercial momentum.