Autonomous trucking company Gatik has raised $200 million in Series D funding to expand its driverless freight operations across North America. The round was led by Qatar Investment Authority and Koch Disruptive Technologies, with participation from Millennium Management, ARK Invest, Intact Private Capital, and other investors.
Gatik said it has more than $600 million in contracted revenue and has completed 85,000 fully driverless orders. The company reported a 99% on-time delivery rate across its operations.
Its trucks currently move goods between distribution centres and stores across regional networks in Texas, Arizona, Arkansas, and Canada. Gatik operates dozens of fully driverless trucks and says it plans to expand the fleet to thousands over the coming years.
A Gatik spokesperson told Reuters that the company is targeting more than 100 driverless trucks by the end of 2026. Gatik plans to use the new capital to expand commercial operations and its fleet while continuing to invest in technology, infrastructure, and its workforce.
From fixed routes to dynamic freight networks
Gatik’s autonomous vehicle system is designed for regional freight routes covering highways and surface streets. Gatik describes Gatik Driver as its proprietary AI system for autonomous freight. The company’s fully driverless trucks operate without a human driver or safety observer on board.
When Gatik and Loblaw announced their initial Toronto fleet in 2020, five vehicles were scheduled to operate on five predetermined routes with fixed pickup and drop-off locations.
By 2022, Gatik’s fully driverless Loblaw operation was transporting ambient, refrigerated, and frozen goods from a distribution facility to five nearby stores. Loblaw described the routes as fixed, repetitive, and predictable.
PepsiCo said Gatik’s newer deployments can operate across highways and surface streets using dynamic route orchestration for networks spanning hundreds of pickup and drop-off locations.
PepsiCo said route plans can be adjusted by adding or removing stops, responding to shifts in demand, and adapting to activity at distribution centres. The company said these changes can be made within its existing transportation operations without requiring major alterations to the network.
TechCrunch reported that Gatik began with fixed trips of less than 10 miles but now operates dynamic routes containing dozens of pickup and drop-off points and covering distances of up to 400 miles.
The company has developed its technology around middle-mile freight, where goods move between facilities such as warehouses, distribution centres, and retail locations rather than directly to consumers.
In June 2026, Gatik signed a multi-year agreement with PepsiCo to deploy autonomous freight vehicles within the company’s North American supply chain. The trucks are operating across Texas, Arizona, and Arkansas.
The agreement focuses on regional transportation networks where products move between sites on high-frequency schedules. TechCrunch reported that the PepsiCo operation includes 41 fully driverless box trucks moving Frito-Lay products between distribution centres and stores in Dallas, Phoenix, and northwest Arkansas.
PepsiCo said its first deployment with Gatik began in 2022, several years before the companies expanded their commercial arrangement in 2026.
Gatik has also expanded its operations with Canadian retailer Loblaw. In September 2025, the companies signed a five-year agreement covering an initial deployment of 50 autonomous trucks across Loblaw’s distribution network in the Greater Toronto Area.
Under that plan, 20 trucks were scheduled for deployment by the end of 2025, followed by another 30 by the end of 2026. The vehicles are intended to serve more than 300 Loblaw stores and transition from operations with safety drivers to fully driverless freight service.
Gatik and Loblaw began autonomous deliveries in 2020 before removing the safety driver from commercial routes in 2022. Before the fully driverless deployment, the companies said they had completed more than 150,000 autonomous deliveries with a safety driver on board.
Scaling AI and autonomous truck production
Gatik also uses simulation and synthetic data to develop and validate its autonomous driving software. In July 2025, the company introduced Arena, an internally developed simulation platform designed to reproduce driving environments without relying exclusively on physical road testing.
Arena generates structured synthetic data that can be used to test autonomous driving behaviour across different conditions. The platform is designed to reproduce routine situations as well as rare or high-risk scenarios that are harder to encounter repeatedly during real-world testing.
Arena incorporates Nvidia Cosmos world foundation models to generate synthetic driving environments used for training and validation.
The platform can vary driving conditions and reproduce scenarios that occur infrequently during commercial operations, allowing Gatik to test the same situations repeatedly in simulation.
Gatik also uses Nvidia hardware for onboard AI processing. Nvidia said in March 2025 that Gatik was integrating DRIVE AGX into its Class 6 and 7 autonomous trucks for real-time processing of the data required by its autonomous driving system.
Nvidia describes DRIVE AGX as the onboard computing platform used to process real-time sensor data and run AI workloads for autonomous driving.
Isuzu Motors invested $30 million in Gatik in 2024 as part of a partnership to develop Level 4 autonomous commercial vehicles in North America.
The companies are jointly developing a redundant chassis designed for autonomous driving. Isuzu said the redundancy is intended to provide a means of recovery if the autonomous driving software experiences a defect.
Isuzu and Gatik are targeting mass production of the jointly developed chassis from 2027. Isuzu is also targeting 2027 for the start of its Level 4 autonomous commercial vehicle business.
Isuzu’s 2025 integrated report lists Gatik as its partner for autonomous logistics using medium-duty trucks in the North American middle-mile market. The collaboration covers both autonomous vehicle development and mass production of chassis designed for autonomous systems.
Gatik’s trucks are classified as Level 4 autonomous vehicles. At Level 4, the automated driving system can perform the driving task without human intervention when the vehicle is operating within the conditions for which the system has been designed and validated.
Those operating limits are commonly defined through an Operational Design Domain, or ODD. Isuzu defines an ODD as the road, geographic, environmental, and other conditions that must be satisfied before an autonomous driving system operates.
Gatik’s current third-generation trucks operate on both highways and surface streets. CEO Gautam Narang told TechCrunch that the vehicles can operate around the clock and handle conditions including light rain and snow.
(Photo by Bernd 📷 Dittrich)
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