自动驾驶卡车：2026年自动驾驶峰会视角，迈阿密JPM股票机会论坛上自动货运更受关注

Earlier this week, we presented at the Autonomy Summit 26 hosted by the Autonomous Vehicle Industry Association (AVIA), which featured FMCSA Administrator Barrs, policymakers from Texas, as well as a number of other key constituents and AV thought leaders. We are ramping up our focus on autonomous trucking after our recent trips to Aurora and Kodiak AI confirmed that the industry is approaching an inflection point where hundreds of self-driving trucks are expected to be deployed in 2027. Our time at the AVIA event in Austin supported this view as federal and state regulators are supportive of this technology, which now has to prove itself to shippers and carriers. Committed orders are needed to support investments in scaling up line-fit solutions, although higher fuel prices and truckload rates currently provide some cyclical support. FMCSA Administrator Barrs announced that he had signed the exemption to allow autonomous carriers operating L4 commercial trucks to utilize a warning bea