The Autonomous Trucking Boom Is Happening—And Most Investors Are Missing It

By now, most people have heard about self-driving trucks. It’s not some futuristic concept—it’s already on highways, with companies like Tesla, Waymo, and Aurora running real-world autonomous freight operations. But here’s what most investors aren’t thinking about:

Autonomous trucking isn’t just about replacing human drivers with AI. It’s about fundamentally reshaping an $875 billion industry—and creating massive investment opportunities along the way.

We’re talking about lower costs, faster delivery times, higher profit margins, and an entirely new supply chain model. And just like how early investors in Tesla, Amazon, and Nvidia saw outsized returns, those who understand this shift now could be positioning themselves for serious gains.

So let’s break it down—why is this industry about to explode, and how can investors get ahead of it?

1. Trucking Is One of the Most Expensive & Inefficient Industries in the U.S.

Trucking moves 71% of all U.S. freight, but it’s slow, expensive, and plagued with problems:

• Driver shortages—There’s a shortfall of 80,000 truckers, projected to double by 2030.

• High costs—Fuel, wages, and insurance make up nearly 50% of operating expenses.

• Delays & inefficiencies—Humans need rest, weather is unpredictable, and logistics are outdated.

Now, imagine a system where trucks never stop, fuel efficiency is optimized by AI, and logistics run with near-perfect precision. That’s the vision behind autonomous trucking—and companies are rushing to make it a reality.

2. The Market for Autonomous Trucking Is Already Worth Billions

While many industries are still talking about AI as the future, trucking companies are already deploying self-driving technology at scale. And the money is following:

• $300 billion in potential cost savings from automation (McKinsey & Co.).

• $125 billion+ invested in self-driving logistics and supply chain automation.

• Big-name companies are all in—Tesla, Alphabet, Uber, Nvidia, General Motors, and Amazon.

This isn’t some distant concept. It’s happening now. The question is, which companies will come out on top—and how can investors take advantage?

3. AI, EVs, and Automation Are Colliding to Create Massive Growth

What makes autonomous trucking such a huge opportunity is that it sits at the center of multiple megatrends:

• AI-powered logistics—Route optimization, predictive maintenance, real-time supply chain adjustments.

• Electric vehicles (EVs)—Lower operating costs, government incentives, and reduced emissions.

• Full automation—Trucks that don’t need sleep, don’t make errors, and don’t require a paycheck.

These trends are unstoppable, and the companies leading this shift aren’t just changing trucking—they’re redefining global commerce.

4. The Companies Leading the Autonomous Trucking Revolution

If you want exposure to this sector, here are some of the top companies making moves in autonomous trucking:

• Tesla ($TSLA) – Pioneering the Tesla Semi, designed for full automation.

• Alphabet ($GOOG) – Waymo is leading self-driving technology.

• Nvidia ($NVDA) – Supplies AI chips for autonomous vehicle systems.

• Uber ($UBER) – Expanding AI-driven freight logistics.

• Aurora ($AUR) & TuSimple ($TSP) – Pure-play autonomous trucking companies.

• General Motors ($GM) – Investing in self-driving tech through its subsidiary, Cruise.

All of these companies are investing heavily in automation, but for most retail investors, betting on individual stocks can be risky.

That’s why a diversified, automated strategy can be the smarter way to invest in this trend.

How to Invest in Autonomous Trucking Today

If you believe in the potential of autonomous trucking but don’t want to pick individual stocks, Surmount has a solution.

We just launched an automated investment strategy designed specifically for this trend.

Here’s what makes it different:

• A curated portfolio of companies leading autonomous trucking.

• Dynamic rebalancing to adjust based on market conditions.

• Proven performance—the strategy is already +16.75% in the past quarter, outperforming the S&P 500.

This is one of the easiest ways to get exposure to the future of transportation—without having to do the research yourself.

Want in? Join Surmount and check it out here.

Disclaimer: The information presented is for educational purposes only and not an offer or solicitation for any specific investments. Investments involve risk and are not guaranteed. Consult with a financial adviser before making any investment decisions. Past performance does not guarantee future results.