Gatik vs Tonly Heavy Industries: Autonomous vehicles & driving compared

November 2026 edition · assessment by Frontier Tech Intelligence

Gatik ranks 42 on the Robotics 100 with a score of 81; Tonly Heavy Industries ranks 61 with 81. Gatik is ahead on progress and technology. Tonly Heavy Industries is ahead on deployment, production and commercials. Level on positioning, firepower and leverage. Gatik is based in Mountain View, United States, Tonly Heavy Industries in Xianyang, China. Gatik is named in 248 signals and Tonly Heavy Industries in 0.

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

Scores, Robotics (of 10)

Deployment9
Production6
Commercials6
Progress10
Technology8
Positioning8
Firepower8
Leverage8

Darker bar: ahead of the other company on that measure.

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

248 signals name Gatik.

Facts, with sources

  • Plans to expand driverless regional freight operations for retail, grocery and consumer packaged-goods supply chains using Series D fundingThe AI Insider
  • AI-based autonomous trucks operating on dynamic routes spanning highways and local roadsThe AI Insider
  • Expanded multi-year strategic partnership with PepsiCo for regional autonomous freight operationsThe Robot Report

380 facts on file.

Tonly Heavy Industries →

Xianyang, Shaanxi, China · Robotics · Systems / Autonomous vehicles & driving · tonlyglobal.com

Tonly builds autonomous mining trucks, including pure-electric models, deployed at open-pit coal and metal mines.

Robotics 100 · rank 61 · score 81

Scores, Robotics (of 10)

Deployment10
Production10
Commercials8
Progress8
Technology6
Positioning8
Firepower8
Leverage8

Darker bar: ahead of the other company on that measure.

Positioning

Tonly invented and leads the Chinese wide-body off-road mining truck category and has become the volume channel through which autonomy reaches Chinese mines. Its own autonomy is largely supplied by partner EACON, an OEM-agnostic autonomous haulage provider, with Tonly contributing the vehicle, the new-energy powertrain and battery-swap capability; the two jointly released the EQ100E, a distributed-drive, cabless, all-battery-electric autonomous mining truck, in October 2025. The deployment record is the strongest in this batch: at CHN Energy Xinjiang Hongshaquan No.2 open-pit coal mine a fleet of 58 autonomous trucks operates with 52 running pure-electric, having logged over 500,000 kilometres of incident-free operation at a mine producing 20 million tonnes annually. Fleets also run at TBEA, Guanghui Energy and Xinjiang Yihua. Internationally it delivered 62 TLH135 hybrids to Shougang Marcona in Peru and 50 DTE145 battery trucks to Zijin La Arena. FY2025 revenue was RMB 6,389 million, up 3.98 percent, with net profit RMB 839 million, 23.0 percent gross margin and 23.3 percent ROE. The 2026 story is internationalisation and a large domestic order: H1 2026 overseas revenue rose 45.15 percent to RMB 714 million at 20.11 percent of revenue, and on 2026-07-16 Tonly signed a framework with contractor Xinjiang Hanxiang for 800 autonomous mining trucks.

Facts, with sources

  • controlled_by: public float (chair Fan Bin)tonlyglobal.com
  • 135-tonne mining excavator and DTE145 pure-electric trucktonlyglobal.com
  • DTE145 pure-electric trucktonlyglobal.com

28 facts on file.

More comparisons

Questions this page answers

Gatik or Tonly Heavy Industries: which is ahead in robotics?

Gatik ranks 42 on the Robotics 100 with a score of 81; Tonly Heavy Industries ranks 61 with 81. Gatik is ahead on progress and technology. Tonly Heavy Industries is ahead on deployment, production and commercials. Level on positioning, firepower and leverage. Gatik is based in Mountain View, United States, Tonly Heavy Industries in Xianyang, China. Gatik is named in 248 signals and Tonly Heavy Industries in 0.

How do Gatik and Tonly Heavy Industries compare?

Gatik ranks 42 on the Robotics 100 with a score of 81; Tonly Heavy Industries ranks 61 with 81. Gatik is ahead on progress and technology. Tonly Heavy Industries is ahead on deployment, production and commercials. Level on positioning, firepower and leverage. Gatik is based in Mountain View, United States, Tonly Heavy Industries in Xianyang, China. Gatik is named in 248 signals and Tonly Heavy Industries in 0. Both company files carry the scores on eight measures, the facts with sources and the latest signals.

Every comparison here comes from the same files members use every day.

Members see every signal and fact behind both companies, the live ranking, the questions the signals answer and the week explained. $99 a month, 7-day trial. What Frontier Tech Intelligence is →

Subscribe · $99 a month