Filings show Amazon's stake in electric trucking company that just struck a deal for 500 Tesla Semis

Amazon is taking a more direct financial and operational role in Einride, the Swedish electric trucking firm, by holding warrants for 25.2 million shares, or about 12% of the company, that vest as Amazon buys freight services. The arrangement underscores Amazon’s broader push to electrify its middle-mile logistics network while using third-party fleets and infrastructure instead of owning everything itself. Einride also announced the deployment of 500 Tesla Semis for Amazon and other customers, which could make this the first time Tesla’s electric big rigs haul Amazon freight. Einride expects second-half revenue to rise 60% to 73% year over year, driven largely by Amazon ramp-up. The story highlights Amazon’s recurring strategy of linking commercial partnerships with equity-linked incentives, similar to past arrangements with Plug Power and Rivian. Market-wise, the news is supportive for Einride’s growth narrative and reinforces investor interest in electric trucking, Tesla Semi adoption, and Amazon’s logistics decarbonization plans.