Gatik
Gatik runs Level 4 autonomous box trucks that move freight between distribution centers and retail stores.
Founded
2017Gatik runs Level 4 autonomous box trucks that move freight between distribution centers and retail stores.
Gatik AI Inc. operates Level 4 autonomous medium-duty trucks on fixed regional routes between distribution centers and retail stores across Texas, Arizona, Arkansas and Ontario. Its driving system, marketed as the Gatik Driver, runs highway and surface-street segments up to about 400 miles at speeds up to 65 mph, carrying ambient, refrigerated and frozen goods for customers including Walmart, Kroger, Tyson Foods, Loblaw and PepsiCo. The company headquarters is in Santa Clara, California, with offices in Toronto and Bentonville, Arkansas.
The August 2026 Series D raised $200 million led by the Qatar Investment Authority and Koch Disruptive Technologies. Gatik states more than $600 million in contracted revenue against a driverless fleet that stood near ten trucks in January 2026, so the near-term question is fleet build and route commissioning speed rather than demand. Manufacturing capacity comes through an Isuzu partnership for purpose-built Level 4 trucks and an NVIDIA DRIVE AGX compute architecture.
The commercial signals through 2025 and 2026 point to autonomous regional freight becoming a purchased service. PepsiCo signed a multi-year agreement in June 2026 to deploy autonomous freight across its North American supply chain, and Loblaw committed in September 2025 to a five-year, 50-truck rollout in the Greater Toronto Area alongside a strategic investment in Gatik. Both are capacity commitments from shippers, not technology trials.
Regulatory conditions are opening in parallel. Ontario introduced an Automated Commercial Motor Vehicle Pilot Program enabling expanded operation, and Gatik briefed the Federal Motor Carrier Safety Administration and the National Highway Traffic Safety Administration before its driverless launch. Investor appetite followed the operating record: the August 2026 Series D drew the Qatar Investment Authority, Koch Disruptive Technologies, ARK Invest, Millennium Management and Intact Private Capital.
Gatik reports more than $600 million in contracted, multi-year, non-cancellable revenue and over 85,000 completed fully driverless orders at a 99 percent on-time rate. That converts autonomy from a pilot cost center into a service its customers buy on delivery-performance terms, which is a different commercial position from autonomy programs still funded primarily by investors.
Route scope reinforces the position. Fixed, high-frequency distribution-center-to-store runs are narrower to validate than open-domain driving, which let Gatik reach driver-out operation on public roads in 2021 and sustain it. Supply-chain partnerships with Isuzu for Level 4 truck manufacturing, NVIDIA for in-vehicle compute and ITOCHU for deployment, plus deep integrations with Walmart, Kroger, Tyson Foods, Loblaw and PepsiCo, raise the switching cost for customers already routing freight through Gatik.
As of the January 2026 driverless-at-scale announcement Gatik operated roughly ten revenue-generating driverless trucks against more than $600 million in contracted revenue, with plans to reach 60 in following weeks and hundreds by year end. Execution risk therefore sits in manufacturing, hiring and route commissioning rather than in the driving software, and any delay in the Isuzu production ramp translates directly into undelivered contracted capacity.
The strategic focus is also a boundary. Middle-mile regional freight excludes long-haul interstate trucking and consumer delivery, so competitors targeting the larger Class 8 long-haul segment address a bigger pool of freight spend. Gatik's operations remain concentrated in a small set of jurisdictions, mainly Texas, Arizona, Arkansas and Ontario, which leaves expansion dependent on state and provincial autonomous-vehicle rules that vary and can change.