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Amazon adding EV trucks from Einride as it spreads bets on freight decarbonization

Story by CNBC • 1 hours ago
Amazon adding EV trucks from Einride as it spreads bets on freight decarbonization

Amazon expands its freight decarbonization push by deploying 75 manually operated Einride electric heavy-duty trucks in its Relay middle-mile network, backed by charging infrastructure and Saga AI software to optimize operations. The move aims to electrify high-emission trucking within a sophisticated logistics ecosystem, signaling continued emphasis on no-emissions transport across Amazon’s network and beyond. The partnership coincides with Einride’s public-market ambitions and broader industry momentum in autonomous and electrified freight, while remaining focused on immediate fleet electrification milestones, with expectations of up to three million annual electric transport miles. Momentum continues to hinge on regulatory approvals, supplier partnerships, and scalable deployment, including future expansion of autonomous capabilities in the U.S. and potential public listing proceeds.>

Dive Deeper:

  • Einride will supply 75 manually operated electric heavy-duty trucks to Amazon's Relay middle-mile network, and will support charging infrastructure across five locations. The trucks are intended to move goods between fulfillment centers, sort centers, air facilities, and last-mile delivery stations with zero-tailpipe emissions.

  • Einride’s Saga AI optimization software will manage the electrified fleet’s execution, including charging planning, illustrating a tightly integrated approach to fleet efficiency within Amazon’s logistics framework.

  • Amazon has long pursued freight electrification and expansion of its end-to-end logistics network; by mid-2025 the company reported owning more than 70,000 trailers, underscoring the scale of its freight operations and the potential impact of electrified assets.

  • Einride is pursuing U.S. growth and autonomous ambitions, recently gaining NHTSA approval to operate autonomous trucks on public roads in Texas, with plans for Austin as a core hub for autonomous freight operations.

  • The collaboration aligns with Einride’s broader corporate trajectory, including a planned SPAC listing with Legato Merger Corp. III in the first half of the year, aiming to raise over $300 million, while attracting investors such as an Amazon board member who joined Einride’s board.

  • Amazon’s Electrification push extends beyond Einride, with major fleet orders in recent years, including a 2019 collaboration with Rivian and a 200-truck order from Mercedes in early 2025, highlighting a multi-vendor electrification strategy across Europe and the U.S.

  • The deal does not involve autonomous trucking in the near term, but signals expectations that 2026 will be a pivotal year for broader deployment of autonomous freight alongside electrification within competing firms.

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