HOUSTON, TEXAS (By Isaac Silvestre, Energy Analytics Institute, 10.Sep.2025, Words: 327) â Kodiak Robotics, Inc., a provider of AI-powered autonomous vehicle technology, and Roush Industries, Inc., a product development supplier serving the mobility, aerospace, defense, and theme park industries, announced Roush has delivered the first Kodiak driver-equipped autonomous truck off of its production line.Â
The truck, which Roush upfit at its Livonia, Michigan facility with the Kodiak Driver, Kodiak’s advanced AI-powered autonomous driving system, was delivered to Atlas Energy Solutions Inc. in Aug. 2025, Kodiak announced on 10 Sep. 2025 in an official statement.Â
In Dec. 2024, Atlas began taking delivery of Kodiak Driver-equipped trucks and launched driverless operations in the Permian Basin. To date, Atlas has taken delivery of 8 Kodiak-powered driverless trucks, as part of an initial 100 truck order under their agreement with Kodiak.
Kodiak announced its manufacturing partnership with Roush in Jun. 2025. Since then, Roush has established a dedicated production line to scale the upfitting of trucks equipped with the Kodiak Driver’s modular and vehicle-agnostic hardware. The manufacturing process includes upfitting trucks with the Kodiak Driver’s modular, vehicle-agnostic hardware, including its proprietary SensorPods, AI compute, Actuation Control Engine (ACE) safety compute, and redundant actuation systems. Roush and Kodiak intend to scale production into the hundreds of trucks by the end of 2026.
Going public
In Apr. 2025, Kodiak announced its plan to go public through a business combination with Ares Acquisition Corporation II. A shareholder vote to approve the proposed business combination is scheduled to be held on 23 Sep. 2025 at 9am. ET. If successful, the combined company intends to list its common stock and public warrants on The Nasdaq Stock Market starting on 25 Sep. 2025 under the proposed symbols “KDK” and “KDKRW,” respectively.
This move is expected to accelerate Kodiak’s go-to-market strategy, help meet surging customer demand, tackle critical industry challenges, and position the company to capture a significant share of the trucking industry’s estimated $4+ trillion global market.
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By Isaac Silvestre reporting from Houston. © 2025 Energy Analytics Institute (EAI). All Rights Reserved.
