Gatik just closed a $200 million Series D led by Qatar Investment Authority and Koch Disruptive Technologies, and the autonomous trucking company isn’t being shy about where the money’s going. The plan: scale from dozens of fully driverless trucks today to more than 100 by the end of 2026, then thousands in the years after. A company spokesperson confirmed the 100-truck target to Reuters. That’s an aggressive ramp for a company that has spent the last five years proving it can move freight without a human behind the wheel.
The numbers back up the ambition. Gatik reports $600 million in contracted revenue, 85,000 fully driverless orders completed, and a 99% on-time delivery rate. Its trucks currently run middle-mile routes in Texas, Arizona, Arkansas, and Canada, hauling goods between distribution centers and stores for customers like PepsiCo and Loblaw. The PepsiCo operation alone involves 41 driverless box trucks moving Frito-Lay products across Dallas, Phoenix, and northwest Arkansas. A five-year deal with Loblaw signed in September 2025 covers an initial deployment of 50 trucks serving more than 300 stores in the Greater Toronto Area.
What’s changed since Gatik launched its first Toronto fleet in 2020 is the routing itself. Those early Loblaw routes were fixed and predictable: five trucks, five predetermined paths, under 10 miles each. Today’s deployments use what PepsiCo calls dynamic route orchestration, spanning networks with hundreds of pickup and drop-off points and routes up to 400 miles. Stops can be added or removed on the fly to respond to demand shifts. That’s a fundamentally different operational problem than running a shuttle between two warehouses, and it suggests Gatik’s software has matured well beyond the constrained demos that defined early autonomous trucking pilots.
Gatik credits part of that maturity to Arena, its in-house simulation platform launched in July 2025. Arena uses Nvidia Cosmos world foundation models to generate synthetic driving environments, letting the company stress-test its autonomous driving system against rare and high-risk scenarios without burning millions of real-world miles. Whether simulation can fully substitute for physical validation remains an open debate in the industry, but Gatik’s commercial track record suggests it’s finding the right balance. The company’s bet is that middle-mile freight, with its repetitive corridors and business-to-business economics, is where autonomy actually pays off first. Unlike robotaxis chasing consumer adoption, Gatik’s customers sign multi-year contracts with guaranteed volumes. That’s a different kind of market validation, and it’s the kind investors write $200 million checks for.
