Autonomous Trucking Stocks Gain Analyst Attention as AI Reshapes Logistics

The autonomous vehicle revolution is accelerating beyond passenger cars, with self-driving trucks emerging as a transformative force in freight logistics. Analysts are now spotlighting two key stocks poised to benefit from this shift as AI begins rewriting the rules of transportation infrastructure.

North America's $906 billion trucking industry, which moved 72.7% of U.S. freight last year via 15 million trucks, stands at an inflection point. Projections suggest the regional autonomous trucking market could reach $65.4 billion within ten years. The technology promises continuous operation, improved fuel economy, and reduced accident risks from driver fatigue—a trifecta that could redefine supply chain economics.

This transition extends beyond hardware, requiring overhauled fleet management systems, payroll structures, and maintenance protocols. As real-world testing expands on public roads, the sector's AI-driven metamorphosis appears increasingly inevitable rather than speculative.