Gatik raises $200M to scale driverless Class 6 fleet to thousands

Gatik closed a $200 million Series D round led by Qatar Investment Authority and Koch Disruptive Technologies to fund expansion from dozens of autonomous Class 6 trucks today to thousands in the next few years. The company has completed 85,000 fully driverless orders across Texas, Arizona, Arkansas, and Canada, with more than $600 million in contracted revenue and 99% on-time delivery.

How many driverless trucks does Gatik operate today?

Gatik runs dozens of autonomous Class 6 trucks on middle-mile routes between distribution centers and retail stores. The company added 25,000 driverless orders in the seven months leading up to the funding announcement, up from 60,000 completed orders reported in January. Routes run up to 400 miles at highway speeds with trucks operating nearly around the clock.

What routes do Gatik's trucks run?

Gatik targets high-frequency regional lanes between distribution centers and stores. The trucks handle both highway and surface-street segments, making distribution-center-to-store routes viable where traditional long-haul autonomous systems struggle with last-mile complexity. Dynamic routing adjusts to shifting demand, distribution center activity, and pickup and drop-off schedules. The 99% on-time delivery rate matters for retail planners managing fixed replenishment windows.

PepsiCo uses Gatik trucks to move freight across roughly 250 retail locations in Texas, Arizona, and Arkansas under a multi-year agreement announced in June. Other customers include major retail and beverage shippers, though Gatik has not disclosed the full customer list.

When will Gatik mass-produce trucks?

Gatik plans to mass-produce its autonomous Class 6 trucks with Isuzu at a South Carolina plant expected to come online in late 2027. The company has not disclosed production capacity targets or unit pricing. Gatik had raised roughly $270 million in total before this round, bringing total funding to $470 million.

Who invested in the Series D round?

Qatar Investment Authority, the sovereign wealth fund of the State of Qatar, led the round. Koch Disruptive Technologies, which first invested in Gatik in 2021, co-led. Millennium Management, ARK Invest, and Intact Private Capital also joined. Intact Private Capital tripled its commitment in this round.

"This round, led by some of the world's leading financial institutions, is a clear validation of Gatik's commercial leadership in autonomous freight," said Gautam Narang, CEO and co-founder of Gatik. "We have built Gatik with real revenue, deep customer demand, and AI-driven autonomous technology proven every day in live supply chains."

What does this mean for fleets running middle-mile routes?

Gatik's model competes with dedicated private fleets and contract carriers on regional distribution routes. The 99% on-time delivery figure and near-continuous operation suggest the technology can handle predictable, high-frequency lanes where route consistency matters more than flexibility. The late-2027 production timeline means fleets evaluating autonomous options for middle-mile work have at least 16 months before Gatik units scale beyond pilot deployments.

The $600 million in contracted revenue indicates customer commitments extend beyond test programs. For fleets running similar distribution-center-to-store routes, the question becomes whether autonomous Class 6 trucks can match or beat the total cost per mile of driver-operated equipment when factoring in capital cost, maintenance, insurance, and operational complexity. Gatik has not released TCO data comparing its autonomous units to conventional Class 6 trucks on equivalent routes.

"Autonomous trucking should meaningfully lower the cost of transporting goods and reshape modern supply chains," said Tasha Keeney, director of research for autonomous technology and robotics at ARK Invest. "Gatik is leading this transformation by bringing driverless technology to regional networks and unlocking value for customers."

What this means for middle-mile capacity

Gatik's expansion from dozens to thousands of trucks over the next few years will add autonomous capacity to regional lanes where driver availability and retention have historically constrained private-fleet growth. The South Carolina production plant and Isuzu partnership suggest Gatik is moving from custom builds to standardized units, which typically lowers per-unit cost and improves parts availability. Fleets running middle-mile routes should track Gatik's production ramp and customer adoption to gauge when autonomous Class 6 trucks become a viable alternative to conventional equipment on predictable regional lanes.