Physical AI,
deployed through
your brand.
Volvo machines are already running under Hive's supervised physical AI across four live industrial operations in Norway. A preferred OEM partnership to scale that, through your dealer network, on your terms.
Others are pulling ahead.
Every major competitor has moved from pilot to scale in the last 24 months. Volvo CE's in-house effort is still the HX hauler concept from 2016. The gap is visible.
Europe isn't short on operators. It's short on margin.
The usual autonomy pitch is "we can't find skilled workers." That matters, but the pressures European customers are actually feeling run deeper. Four forces are pushing them toward physical AI right now.
The physical AI company for industrial machinery.
Hive is building a general-purpose AI model that learns to operate any industrial machine. Not automation scripts per task. Not remote control. A single intelligence layer trained across machine types, sites and conditions, enabling all industrial machines to operate with supervised physical AI.
A generic AI model supporting the whole machinery fleet.
Not a separate integration per machine type. Hive trains one model that generalizes across wheel loaders, haulers, excavators and forklifts. The same intelligence layer adapts to new tasks and new iron without starting from scratch.
Ops center, trained operators, 24/7 coverage as one service.
Hive is not software you install. It is a packaged service. Operations center in Kristiansand, trained remote operators, redundant connectivity, 24/7 coverage. Nothing Volvo needs to replicate internally.
Operators in the loop, not stripped out of the system.
When the AI hesitates, a trained remote operator takes over instantly. Supervised physical AI is the product, not a fallback. Customers never see an unplanned stop.
Runs on machines your customers already own.
Volvo L60 to L350 wheel loaders (MY 2018+) supported today, phasing to full Volvo CE portfolio. Dealer-installed kit. Fleet goes from standard to supervised physical AI in days, not quarters.
Hive and Volvo machines are already moving the world together.
Four live operations on Volvo L-series wheel loaders, under named customer contracts. Running today. Not slideware, not a roadmap.
Three pillars. One structure that plugs into how Volvo already operates.
A preferred partnership built on recurring revenue, shared data, and joint market expansion. Running through the dealer network you already have.
Shared recurring revenue
Revenue share on every Hive physical AI subscription originated through Volvo's dealer network. Scales with commitment: higher share at higher volume tiers. Volvo earns net margin on Hive's R&D, delivery, and operational infrastructure at zero development cost.
Operational insights
Derived operational insights from every Hive-equipped Volvo machine: utilization patterns, productivity benchmarks, failure mode analysis, cost-per-productive-hour data. Genuinely valuable for next-generation machine design, governed by clear data agreements.
Increased market share
Physical AI becomes the reason customers choose Volvo over Cat, Komatsu, or any mid-segment alternative. Deployed through the local dealership, with Hive doing the commercial work alongside your team.
The economics. Simple, tangible, recurring.
Revenue share on every Hive physical AI subscription originated through the Volvo dealer network. Paid continuously, for as long as the customer runs the service. The share scales with Volvo's commitment to the partnership.
| Volume tier | Share | Principle |
|---|---|---|
| Initial fleet | Base rate | Partnership proven at small scale |
| Growth fleet | Higher rate | Volvo leans into active distribution |
| Scale fleet | Highest rate | Compounding incentive for full commitment |
Hive improves physical AI. Volvo builds the next generation of machines.
Volvo receives derived operational insights. Hive retains the raw training data that powers the AI. Both parties improve their own products. Neither redistributes the other's data.
- Location, hours, fuel rate
- Service codes & idle time
- Actuator-level signals
- Aggregate utilization
Physical AI becomes the reason customers choose Volvo.
Two ways this partnership grows your market. One makes you sell more machines. The other opens a market you have never had access to.
Physical AI makes Volvo the profitable choice.
When a contractor compares a Volvo wheel loader against a cheaper alternative, the Volvo dealer puts supervised physical AI on the table. Available now, installed by their local dealer, backed by a Volvo service contract. That is a differentiator no competitor can match on spec alone.
This matters even more for electric machines. Electric Volvo equipment carries a 50-75% price premium over diesel. Physical AI increases utilization and compresses operating cost, making the economics of electric work. This hits two of Volvo CE's strategic priorities at once: market share and electrification.
A new revenue stream 2-3x larger than machine sales.
Volvo CE generates ~$8.5B per year selling machines. The operator labor market for those same machines is $17-25B per year. Today Volvo has zero share of that spend. Through Hive, Volvo takes a direct share of the labor cashflow every time a machine runs under supervised physical AI.
This is not a one-time fee. It is yearly recurring revenue that compounds as the installed base grows. Volvo moves from selling steel to participating in the largest cost line in every customer's operation.
(Volvo machine fleet)
direct access to
this market
A Volvo machine that runs itself, supported by the dealer they already trust.
The partnership is designed around the customer experience first. Everything below is what the end customer sees: branded Volvo, delivered locally, running on machines they already own.
- OutcomeSupervised physical AI on equipment they already own and trust. No new brand, no new hardware vendor, no new service contract to chase.
- Operator roleOne operator supervises 3+ machines from a shared ops center. Higher-skilled, safer, retained. Not replaced.
- Zero integration capexNo infrastructure to build. Retrofit kit installed in days by the local Volvo dealer. OpEx subscription from day one.
- Cost per productive hourPhysical AI compresses the largest variable cost line in European contracting. Customers see margin recovery on machines they already depreciate.
- Fleet visibilityOne Hive ops center can supervise Volvo wheel loaders alongside forklifts and haulers. The customer runs their whole fleet on one platform, not three.
- Competitive moatPhysical AI becomes the reason customers stay with Volvo instead of switching to Cat, Komatsu, or a Chinese mid-segment brand when machine spec alone is not enough.
Hive trains the trainers. Volvo unlocks the distribution.
A partnership is only worth as much as the motion around it. Here is how Hive equips Volvo's existing sales, service and dealer organization to sell, install and support supervised physical AI at scale, and how Hive reciprocates with engineering and account support when Volvo opens a door.
Position physical AI in the customer dialogue.
Joint training for Volvo account managers: how to qualify physical AI opportunities, how to run an ICP-aligned discovery, how to hand off to Hive at the right moment. Joint call templates, objection handling, and shared CRM visibility.
Install and maintain retrofit kits.
Hive certifies dealer technicians to install the retrofit kit, run calibration, and perform first-line service. Level 2 support stays with Hive. The dealer keeps the customer relationship and the service revenue.
Reciprocity. Not a one-way enablement.
When a Volvo account manager opens a door on a qualified physical AI opportunity, Hive brings engineers, demo capacity, and account support to the table. This is a two-way commercial motion, not a dealer program Hive throws over the wall.
Three phases. One clear trajectory toward factory-installed physical AI.
Retrofitted by Hive
Hive installs and calibrates the physical AI kit on Volvo L60 to L350 wheel loaders (MY 2018+). Installed to a certified retrofit specification agreed with Volvo. Kit does not void machine warranty on non-retrofit components. Hive owns end-to-end technical risk.
Retrofitted by trained Volvo dealers
Certified dealer technicians install the retrofit kit to the agreed spec as a dealer-billable service. Full warranty maintained on dealer-installed retrofits. Hive provides training, certification, and Level 2 support. Platform support expands to excavators and haulers.
Factory-installed across the Volvo CE portfolio
Machines roll off the line pre-wired for physical AI across Volvo CE's full portfolio. Wiring, sensor mounts and connector points built in at the factory. IP framework defined in the Phase 3 term sheet. Hive retains full ownership of its physical AI software, models, and training data. Integration specifications licensed to Volvo, not transferred.
The technology is proven. This phase validates the joint commercial motion.
Hive's physical AI stack has run in live customer production for 18+ months. The question is not whether it works. The question is how we sell it together.
Deploy in Eskilstuna. Make it visible to your customers.
A Hive-equipped Volvo reference machine runs at the Eskilstuna customer center. Customers visiting Eskilstuna see supervised physical AI in a Volvo environment, hosted by Volvo people. This is the commercial showcase, not a lab test.
Test the joint sales structure with 2-3 customers.
Selected from Volvo's own customer base in the Nordics. The goal is not to prove the technology again. It is to establish how we sell this together: joint discovery, joint proposals, joint KPIs. How does the Volvo dealer introduce physical AI in the sales conversation?
From validated joint sales motion to scaled rollout.
Take the sales playbook from Phase 2 and roll it out across more regions, more dealers, more machine types. Expand the partnership based on what actually worked in joint customer conversations.
Three parties. One aligned outcome.
Close the physical AI gap without pouring money into a risky in-house build.
New recurring revenue line from day one. A differentiator vs Cat, Komatsu, and Chinese software providers. Accelerated learning via real operational data. A credible physical AI story told in Volvo's voice, at market speed, not at build speed.
Faster access to proven physical AI from the OEM they already trust.
Supervised physical AI on machines they already buy, installed and supported by dealers they already work with. No new vendor risk. An OpEx model that pays back on their own cost structure, not on a generic industry benchmark.
Scale delivery through a global dealer and service footprint.
Access to Volvo's installed base, commercial motion, and service footprint. Focus on what Hive does best: physical AI engineering and 24/7 operations. Distribution runs on infrastructure Volvo already owns and invests in.
To get this partnership up and running from Q3, we need a signed term sheet before end of May.
Volvo has signalled they want this operational from Q3 2026. Here is the shortest path to make that happen.
- 01Executive alignment session 60 minutes, Hive founders and Volvo CE leadership. Confirm appetite for a preferred partnership and agree on scope.
- 02Term sheet Agree commercial terms for the partnership. Target: signed before end of May.
- 03Eskilstuna showcase Deploy a Hive physical AI kit on a Volvo reference machine. Make the capability visible to Volvo customers visiting Eskilstuna.
- 04Joint pilot selection Pick 2-3 customers from Volvo's own base in the Nordics. Test the joint sales structure. Define joint KPIs.
hiveautonomy.no
Volvo Physical AI, Powered by Hive.
A preferred partnership, not exclusivity. Hive sits behind the Volvo brand in the customer conversation, but stays visible in the marketing mix. The commercial framework is earned on proven performance, expanded as results compound.