Verizon Business and Kodiak AI announced a commercial partnership that will supply Verizon’s 5G, LTE, and IoT connectivity to Kodiak’s driverless trucking solutions. The deal will allow Kodiak’s “Assisted Autonomy” virtual driver to communicate with remote operators and command centers over Verizon’s nationwide network, providing the low‑latency, high‑reliability data links required for safe autonomous operations.
Verizon’s ThingSpace management platform will be used for over‑the‑air software updates and fleet management, giving Kodiak a single, cloud‑based view of its entire truck fleet. The integration of Verizon’s 5G and IoT infrastructure is expected to reduce latency to the sub‑10‑millisecond range, a critical threshold for real‑time decision making in autonomous trucking.
The partnership expands Verizon’s commercial IoT footprint and positions the company as a key infrastructure provider in the autonomous logistics market. By delivering the connectivity backbone that Kodiak needs to scale its driverless trucks, Verizon opens new revenue streams in a sector projected to grow rapidly. The deal also aligns with Verizon’s broader strategy to monetize its 5G network beyond traditional mobile services.
Kodiak AI, which has been deploying customer‑owned driverless trucks since 2024, highlighted the importance of reliable, low‑latency communications for its “autonomous driver as a service” model. CEO Don Burnette noted that “Verizon’s cellular and IoT capabilities provide the backbone that helps Kodiak safely scale its business and deliver for our customers.” Kodiak remains unprofitable, with a diluted EPS of –$5.74 for the last twelve months, underscoring the partnership’s role in accelerating its commercial deployment.
Verizon’s senior vice president of global solutions, Daniel Lawson, said the collaboration “showcases the vast potential of transportation powered by AI and connectivity.” He added that Verizon’s 5G network, combined with its C‑Band spectrum and mobile edge computing, is a strategic enabler for connected and autonomous vehicles, positioning the company to capture a share of the emerging market.”
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