The Frontier Leaders · Robotics 100 · Gatik

Gatik

Mountain View, California, United States · Robotics · Systems / Autonomous vehicles & driving · gatik.ai

Gatik develops and deploys SAE Level 4 autonomous trucks for commercial freight routes. Its fully driverless vehicles operate customer-facing delivery services across North America.

Robotics 100 · rank 42 · score 81 →Edition: November 2026

Positioning

Gatik is a US/Canada autonomous-trucking company operating ~100 driverless Isuzu box trucks (targeted by end-2026) on NVIDIA DRIVE Thor, describing itself as the first US company operating fully driverless trucks at scale commercially (85,000+ driverless deliveries, 99% on-time). It raised a $200M Series D in August 2026 (Qatar Investment Authority-led, ~$500M total) with customers Walmart, PepsiCo, Kroger, Tyson, and Loblaw, and holds $600M+ in contracted backlog. Current revenue is estimated at 10-100m (the backlog not yet recognized).

Latest signals

  • Isuzu is targeting annual production capacity of up to 50,000 autonomous trucks by 2030.ARK Invest
  • The first Level 4 Gatik vehicle with integrated controls and sensors is expected to roll off Isuzu’s line in the first half of 2028.ARK Invest
  • Gatik, Isuzu, and NVIDIA are preparing to mass-produce autonomous trucks at Isuzu’s South Carolina facility.ARK Invest
  • Isuzu invested $30 million in Gatik as the companies deepened their autonomous-truck partnership.ARK Invest
  • Gatik is prioritizing commercial scale over small autonomous-trucking pilots.ARK Invest

248 signals name Gatik. Members see all of them, filtered by topic, source and date.

Facts, with sources

  • Plans to expand driverless regional freight operations for retail, grocery and consumer packaged-goods supply chains using Series D fundingDeployment · The AI Insider
  • AI-based autonomous trucks operating on dynamic routes spanning highways and local roadsDeployment · The AI Insider
  • Expanded multi-year strategic partnership with PepsiCo for regional autonomous freight operationsPartnership · The Robot Report
  • more than $600 million in contracted revenueRevenue · The Robot Report

380 facts on file. Members see all of them with the source link.

Scores, Robotics (of 10)

Deployment9
Production6
Commercials6
Progress10
Technology8
Positioning8
Firepower8
Leverage8

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

Peers in Autonomous vehicles & driving

7Waymo · 9434GAC Group · 8548Tesla · 8354Nuro · 8255Waabi · 8261Tonly Heavy Industries · 81

The segment's suppliers, constraints and risers, for members.

Categories

RoboticsRobotics · Systems / Autonomous vehicles & driving

Questions this page answers

What does Gatik do?

Gatik develops and deploys SAE Level 4 autonomous trucks for commercial freight routes. Its fully driverless vehicles operate customer-facing delivery services across North America. Gatik is a US/Canada autonomous-trucking company operating ~100 driverless Isuzu box trucks (targeted by end-2026) on NVIDIA DRIVE Thor, describing itself as the first US company operating fully driverless trucks at scale commercially (85,000+ driverless deliveries, 99% on-time). It raised a $200M Series D in August 2026 (Qatar Investment Authority-led, ~$500M total) with customers Walmart, PepsiC

Where does Gatik rank in robotics?

Gatik ranks 42 of 100 on the Robotics 100 (November 2026 edition) with a score of 81 out of 100, in Autonomous vehicles & driving (Systems). Assessment by Frontier Tech Intelligence.

Who are Gatik's peers in Autonomous vehicles & driving?

Waymo (rank 7), GAC Group (rank 34), Tesla (rank 48), Nuro (rank 54), Waabi (rank 55), Tonly Heavy Industries (rank 61).

Where is Gatik based and when was it founded?

Gatik is based in Mountain View, California, United States.

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