Gatik

What Gatik does

Gatik AI Inc., founded in 2017 and headquartered in Mountain View, California, develops and operates SAE Level 4 autonomous driving technology purpose-built for middle-mile B2B freight logistics. Its core product, Gatik Driver, is integrated with Isuzu medium-duty truck platforms (26- and 30-foot box trucks) and powered by NVIDIA DRIVE THOR, combining LiDAR, radar, and camera perception to enable fully driverless operations on fixed regional routes of up to 400 miles. Supporting the core system, the Arena simulation platform, built on NVIDIA Cosmos, validates driving scenarios in virtual environments, while Goodyear SightLine integration provides real-time tire and road condition data.

The company sells directly to Fortune 50 retailers and consumer packaged goods companies through multi-year, noncancelable enterprise contracts, serving customers including Walmart, PepsiCo, Loblaw, Kroger, Tyson Foods, and Sam's Club. Gatik operates driverless commercial fleets across Texas, Arizona, Arkansas, Nebraska, and Ontario, with Tennessee expansion planned for 2026, and has disclosed $600 million in contracted revenue (of which $400 million was booked in H2 2025 alone), with 41 driverless trucks deployed for PepsiCo serving approximately 250 retail locations. The firm reports 99% on-time delivery performance and zero public-road accidents during commercial driverless operations.

Gatik's distribution and go-to-market model is direct enterprise sales, supplemented by a flagship OEM partnership with Isuzu Motors, under which a South Carolina production facility is being built to mass-produce Level 4 autonomous trucks beginning in H2 2027. Strategic investors include Isuzu, ITOCHU Corporation, Nippon Express Holdings, Loblaw, and Goodyear, and the company has stated it is profitable on a per-truck basis and is considering an IPO when market conditions are favorable.

Name

Gatik

Legal name

Gatik AI Inc.

Website

https://gatik.ai

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

251–500 employees

Short description

Gatik develops SAE Level 4 autonomous driving technology for middle-mile B2B freight, operating driverless box trucks on fixed routes for Fortune 50 retailers and CPG companies including Walmart, PepsiCo, Loblaw, and Kroger across multiple U.S. states and Canada.

Ownership category

akta.pro rank

Product category

Autonomous Middle-Mile Logistics

NAICS

Specialized Freight Trucking (4842)

SIC

Trucking & Courier Services (No Air) (4210)

akta.pro primary industry

B2B Heavy/Bulky Last-Mile (Retail-to-Store, Store-to-Store, Jobsite) (TLAAAKAL)

akta.pro secondary industry

Fleet Management Services (Lifecycle, Compliance, Safety, Driver Programs) (TLABAHAJ)

Keywords

• Autonomous middle-mile logistics
• B2B autonomous trucking
• Driverless freight delivery
• SAE Level 4 automation
• Short-haul autonomous box trucks

Headquarters

HQ city

Santa Clara

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Technology or R&D, Supply Chain, Operations, Personnel, Marketing or Sales, Infrastructure

Revenue model

1. B2B Autonomous Trucking Services: Multi-year contracts with major retailers and CPG companies for autonomous middle-mile freight delivery. Contracts valued at $600 million in committed, multiyear, noncancelable revenue. Revenue generated from per-delivery or per-mile freight charges on fixed regional routes.
2. Autonomous Truck Fleet Operations: Operating company-owned or managed autonomous truck fleets for enterprise customers. Fleet of 26- and 30-foot autonomous box trucks operating nearly 24 hours daily, moving ambient, refrigerated, and frozen goods.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Gatik develops and operates the Gatik Driver, an SAE Level 4 autonomous driving system purpose-built for B2B middle-mile logistics, integrated with Isuzu medium-duty truck platforms and powered by NVIDIA DRIVE THOR AI computing. The company provides fully driverless commercial freight services on fixed regional routes between distribution centers and retail stores for Fortune 50 retailers and CPG companies, handling ambient, refrigerated, and frozen goods with 26- and 30-foot box trucks.

Product overview

Gatik offers a unified autonomous freight platform centered on its proprietary Gatik Driver SAE Level 4 autonomous driving system, which is integrated into medium-duty truck platforms from partners like Isuzu Motors. The platform is supported by the Arena simulation platform built on NVIDIA Cosmos for virtual testing and validation. Gatik provides commercial autonomous middle-mile freight services operating driverless trucks on fixed regional routes for Fortune 50 retailers across Texas, Arizona, Arkansas, and Ontario, Canada, moving ambient, refrigerated, and frozen goods between distribution centers and retail stores. The company has achieved commercial scale with 41+ driverless trucks deployed for PepsiCo and has secured over $600 million in contracted revenue.

Differentiator

Problem solved

Functional benefit

Brands

• Arena™: Next-generation simulation platform built on NVIDIA Cosmos, designed to accelerate the commercialization of Gatik's autonomous trucking solution through realistic simulation.
• Gatik Driver™

Products and services

• Gatik Driver SAE Level 4 autonomous driving system purpose-built for middle-mile B2B logistics, integrated with Isuzu medium-duty truck platforms and NVIDIA DRIVE THOR-powered AI architecture. Enables fully driverless commercial freight operations on fixed regional routes between distribution centers and retail stores. Named to TIME's 2025 Best Inventions List.
• Arena Simulation Platform Next-generation simulation platform built on NVIDIA Cosmos that enables realistic virtual testing of autonomous driving scenarios, accelerating the safe deployment and scaling of autonomous freight operations. Supports validation of the Gatik Driver across thousands of virtual scenarios.
• Autonomous Middle-Mile Freight Services Commercial autonomous trucking service operating fully driverless 26- and 30-foot box trucks on fixed short and medium-haul routes between distribution centers, manufacturing plants, and retail locations. Handles ambient, refrigerated, and frozen goods delivery for Fortune 50 retailers and CPG companies, with operations in Texas, Arizona, Arkansas, Nebraska, and Ontario, Canada.

Quantifiable outcome

• 99% on-time delivery rate for PepsiCo operations
• +4 more outcomes

Named customers6 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability4 records

Feature4 records

Partnerships

Nine partnerships are on record, tiered flagship, core and major.

• PepsiCoflagshipStrategic or Co-development Partner · 8 June 2026Multi-year strategic partnership deploying autonomous freight across PepsiCo's North America food and beverage supply chain. Described as the largest commercial autonomous freight deployment to date with 41 driverless Isuzu box trucks operating across Texas, Arizona, and Arkansas, serving approximately 250 retail locations.
• NVIDIA Halos AI Systems Inspection LabcoreTechnology or Integration · 15 March 2026Gatik joined NVIDIA Halos AI Systems Inspection Lab ecosystem to support safe scaling of driverless freight operations in North America, with plans to expand fleet significantly by 2026.
• GoodyearcoreTechnology or Integration · 1 February 2026Integration of Goodyear SightLine tire intelligence technology into Gatik's autonomous driving system. Real-time data exchange provides insights into road conditions, tire health, cornering, braking, and rolling resistance. Goodyear equipped fleet with Endurance RSA tires. Goodyear invested in Gatik in 2021.
• Loblaw Companies LimitedflagshipStrategic or Co-development Partner · 23 September 2025Five-year agreement to deploy Gatik's autonomous truck fleet across Loblaw's Greater Toronto Area distribution network. Initial deployment of 50 autonomous trucks (20 by end of 2025, 30 by end of 2026) expanding to over 300 Loblaw stores. Loblaw made strategic investment in Gatik to support scaling.
• NVIDIAcoreTechnology or Integration · 15 August 2025Partnership for NVIDIA DRIVE THOR-powered AI computing architecture and Arena simulation platform built on NVIDIA Cosmos. Gatik joined NVIDIA Halos AI Systems Inspection Lab ecosystem to support safe scaling of driverless freight operations. Joint production facility in South Carolina.
• Isuzu Motors LimitedflagshipStrategic or Co-development Partner · 14 May 2024Isuzu invested US$30 million in Gatik to develop Level 4 autonomous driving logistics in North America. Partnership focuses on developing autonomous middle-mile delivery trucks and designing a new chassis for safety and compatibility with autonomous systems. Goal to launch commercial autonomous truck in 2027.
• WalmartflagshipStrategic or Co-development PartnerLong-standing partnership for autonomous middle-mile deliveries. World's first fully autonomous deliveries with Walmart in 2021 in Arkansas. Expanded to multiple U.S. markets with Walmart becoming first company to deploy autonomous delivery trucks without safety driver commercially in middle mile.
• KrogermajorStrategic or Co-development PartnerPartnership for autonomous middle-mile delivery between Kroger distribution centers and retail locations, conducting medium-length autonomous trips ranging from single digits to 150 miles.
• Tyson FoodsmajorStrategic or Co-development PartnerCommercial freight routes for Tyson Foods on fixed short-haul routes from warehouses to retail locations as part of Gatik's expanding autonomous trucking operations.

Scale indicators10 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Aurora Innovation: Public autonomous trucking company developing the Aurora Driver L4 system for hub-to-hub freight. Closest direct competitor to Gatik in North American autonomous middle-mile and line-haul trucking, with overlapping Fortune 50 retail and CPG customers.
• Kodiak Robotics: Developer of L4 autonomous long-haul trucking technology with a similar AI-and-sensor architecture to Gatik. Operates commercial freight pilots with enterprise shippers and represents the most direct technical and commercial peer in autonomous trucking.
• Plus (Plus.ai): Autonomous trucking technology company focused on L4 driverless trucks for highway freight. Competes for similar enterprise logistics customers and is comparable in scale, capital raised, and approach to commercial deployment.
• TuSimple: Early autonomous trucking pioneer focused on L4 long-haul operations in the U.S. and Asia. Historically one of Gatik's most direct competitive references, despite a shift in strategic emphasis toward Asia-based operations.

Broad incumbents

• Waymo Via: Alphabet-owned autonomous trucking program built on Waymo Driver technology, pursuing Class 8 highway autonomy. Backed by substantially greater capital than Gatik and capable of expanding downward into the middle-mile segment Gatik dominates.
• Torc Robotics: Daimler Truck-owned autonomous trucking subsidiary developing L4 driverless Class 8 trucks. Backed by an incumbent OEM with manufacturing scale comparable to Gatik's Isuzu partnership, making it a structurally similar long-term competitor.
• Volvo Autonomous Solutions: Autonomous trucking and mining solutions unit of Volvo Group, developing L4 trucks in partnership with Aurora Innovation. Comparable OEM-led autonomous commercial vehicle approach to Gatik's Isuzu partnership.

Emerging players

• Einride: Sweden-based autonomous electric freight company operating driverless trucks and a digital freight platform in Europe and the U.S. Comparable in autonomous middle-mile focus but primarily serves European fleets and operates at a smaller commercial scale.
• Stack AV: Autonomous trucking startup founded by veterans of the AV trucking industry. Pursues L4 freight autonomy with similar commercial ambitions to Gatik but operates earlier in its commercial deployment lifecycle.
• Pronto.ai: Autonomous driving technology company that has pivoted toward off-road and mining applications. Historically a direct peer in on-road autonomous trucking and adjacent in autonomy technology.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/gatik_ai
• YouTubeyoutube.com/@gatik_ai
• Facebookfacebook.com/gatik.official
• LinkedInlinkedin.com/company/gatik_ai
• Instagraminstagram.com/gatik_ai

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds11 records

Investors27 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Gatik