Gatik runs medium-duty box trucks between distribution centers and stores, and on August 25, 2026 it announced a $200 million Series D round. Qatar Investment Authority and Koch Disruptive Technologies led it. Millennium Management, ARK Invest, and Intact Private Capital also took part.
The announcement came with operating figures attached. Gatik says it has completed 85,000 fully driverless orders, that 99% arrived on time, and that it has more than $600 million in contracted revenue. All three numbers come from the company, and the announcement defines neither “on time” nor “order.”
Middle-mile freight, and where Gatik runs it
Gatik works in middle-mile freight: the short, repeated trips from a distribution center to a store. That’s a different job from long-haul highway trucking, and from last-mile delivery to a home. Its driverless operations run in Dallas-Fort Worth, the Phoenix area, and Northwest Arkansas, and it also operates in Ontario, Canada. Gatik says dozens of driverless trucks run today and that it plans to scale to thousands over the coming years.
Isuzu builds the trucks. Gatik supplies its “Gatik Driver” software, now in its third generation. Early routes were fixed and under 10 miles, and SiliconANGLE reports they now extend up to 400 miles with multiple pickup and drop-off points. FreightWaves reports that mass production with Isuzu at a South Carolina plant is expected to come online in late 2027.
The customers and the money
PepsiCo is the largest named customer. Under a multi-year agreement signed in June 2026, 41 driverless trucks move Frito-Lay products between distribution centers and stores around Dallas, Phoenix, and Northwest Arkansas, according to SiliconANGLE. FreightWaves puts the reach at about 250 retail locations. Gatik also lists Walmart, Kroger, Tyson Foods, and Loblaw as customers.
On fleet size, the story shifts depending on who is talking. A spokesperson told Reuters the fleet would pass 100 trucks by the end of 2026, as The Next Web reports, while the CEO told Forbes in January it would reach hundreds.
What has changed since January
In January 2026, Gatik reported more than 60,000 fully driverless orders. The new 85,000 figure adds about 25,000 orders in seven months, per FreightWaves. That January release also said Gatik’s freight-only trucks run with no driver or safety observer, and that unnamed third-party testing and certification organizations independently reviewed critical parts of its Safety Assessment Framework. Gatik said it briefed FMCSA, NHTSA, and agencies in Texas, Arizona, and Arkansas before launch.
Why It Matters to You
Most people will never ride in one of these trucks, but you may buy what’s inside. If you shop at a store that Gatik serves around Dallas, Phoenix, or Northwest Arkansas, a driverless truck may already be stocking its shelves, though no source shows any effect on shelf availability or grocery prices. For now this is a business-to-business service in a handful of regions, and the benefit to shoppers is still unproven.
What the figures can’t tell you
The 85,000 orders and 99% on-time rate are company-reported. No independent audit has been published, and Gatik hasn’t said how it defines “on time.” No crash, incident, or intervention rates are public in the materials reviewed. Gatik’s January release says orders were completed “without incident,” but it gives no definition of that term and no benchmark.
The fleet is small, and not every route is driverless: The Next Web reports that the Loblaw operation in Ontario still has a safety driver in the cab. Funding isn’t evidence of safety or profit, either. The Next Web also reports the CEO declined to say whether Gatik is profitable.
Quick answers
Is anyone inside Gatik’s driverless trucks?
On its freight-only driverless routes, Gatik says no driver or safety observer rides along. Some operations, such as the Loblaw routes in Ontario, still have a safety driver.
How many driverless trucks does Gatik have?
Gatik says “dozens.” It hasn’t published an exact count, and it plans to scale to thousands over the coming years.
Will this change what I pay for groceries?
The sources don’t say. Gatik’s investors argue that autonomous trucking should lower transport costs, but no price effect has been shown.
Sources
- Gatik: Gatik Raises $200 Million; Series D Led by QIA and KDT as Demand for Driverless Commercial Freight Accelerates (Aug 25, 2026)
- Business Wire: Gatik Becomes First U.S. Company to Operate Fully Driverless Trucks at Scale for Commercial Deliveries (accessed Oct 13, 2026)
- FreightWaves: Gatik raises $200M to scale driverless freight to thousands (accessed Oct 13, 2026)
- SiliconANGLE: Gatik raises $200M to grow driverless fleet past 100 trucks this year (Aug 25, 2026)
- The Next Web: Gatik has raised $200m to put more driverless box trucks on US roads (accessed Oct 13, 2026)