Terawatt’s 2026 Roadmap: Scaling the Autonomous & Electric Mobility Infrastructure

This is an important year for Terawatt. We just celebrated our fifth anniversary and our fifth site opening - and we’re on pace to open several more sites this year alone! Terawatt was founded with a big goal: to decarbonize road transportation. We knew when we started the company that rideshare would be a major electric vehicle (EV) use case, but what we didn’t anticipate is how fast autonomous vehicles (AVs) would accelerate that use case. We’ve now grown from an idea to a 80+-strong company that’s delivered 68 million miles of clean EV range and abated 27 million kg of CO2 emissions (about the same as you’d get from burning 3 million gallons of gas), much of that tied to AV fleet operations. 

We’re now the leading provider of sites and operational infrastructure to some of the world’s major autonomous vehicle companies. If you get into an AV in any given market where we operate, chances are it’s Terawatt powered. We’re proud to partner with companies that are giving people access to next generation ridesharing, making our neighborhoods safer and our air cleaner. 

It’s been a pretty incredible journey so far. But we’re only just getting started. Over the next twelve months Terawatt is taking off. Across a bunch of dimensions, we’re expanding our footprint: building out our network, shipping new products and working with new and existing partners to deliver more miles. Along the way, we’re building out the infrastructure platform  that will power the future of mobility. 

We started this company to provide charging for any kind of fleet, including heavy-duty electric trucks, medium-duty repair and delivery vehicles, and large passenger vehicle fleets of any type. That’s a core part of our long-term strategy. But we’ve found that where we can have the most impact today — and where there’s growing customer demand — is in providing the critical data ops and infrastructure layer for autonomous vehicle fleets. Our sites are more than just chargers: they’re full launchpads that autonomous fleets can use to deploy and operate at scale, regardless of what they’re moving. We plan to use the expertise we've learned on passenger ops to provide infra for autonomous trucking and commercial vehicles too.

Here’s what this looks like in the near term. First and foremost: the hard assets. We have more sites coming online this year, and dozens of sites currently in development, with aggressive acquisition targets. This is the fastest and largest expansion in our history, and over time it means our partners will start to benefit from our scale. We’re on the way to creating a network of Terawatt sites that provide infrastructure wherever fleets need it, unlocking new geographies for our partners. We’re focused on doing this on time and under budget, with the same degree of quality that made us the market leader, and we’re constantly exploring ways to bring down time between acquisition and deployment. 

To serve this additional demand, we’re also dramatically ramping up our total capacity: the projects in active development right now will open up 12 new markets, doubling our network – and helping us deliver the equivalent of a hyperscale data center’s worth of power for our customers. 

Alongside land and power, we’re also delivering increasingly sophisticated products, including data ops and an application layer that gives customers better insights and control into how their demand is interacting with the grid, and their energy costs. This is at the heart of our vision to build the tech-enabled platform for autonomous and electric vehicle infrastructure. We’re focused on optimizing energy costs, site ops, a network of sites, and exploring new ways to deploy load and energy management. Our roadmap is about offering seamless operational support so our customers can focus on their business. 

Put the pieces together and you can see where Terawatt is going: beyond charging, and towards a full stack solution that enables the deployment of autonomous and electric transportation at scale. This is about laying the foundation for the next stage of Terawatt’s evolution and for how we all get around. We’re already the leading charging provider for autonomous vehicles in the U.S. and operate more heavy-duty truck EV charging sites than anyone else. Rather than just being the preferred partner for the leading companies, our goal is bigger: we’re here to build the infrastructure platform to electrify all miles.

Five years from now, autonomous vehicles will have saved tens of thousands of lives and electric vehicles will have avoided millions of tons of pollution. Fleet charging sites will be no more remarkable than gas stations today – just part of the background infrastructure that keeps America moving. That’s the future we are working for: cleaner air and safer streets for everyone with Terawatt.