Gatik Secures $200 Million to Deploy 100 Autonomous Trucks

The middle-mile autonomous specialist has closed a $200 million Series D funding round to expand its operations in North America. Its contracts with PepsiCo and Loblaw are structuring regional networks, while Isuzu is preparing to produce chassis starting in 2027 for Level 4 trucks. The company aims to have over 100 driverless vehicles by the end of 2026.

Isuzu Targets 2027 for L4 Chassis Production

Isuzu and Gatik are aiming for mass production of the jointly developed autonomous chassis starting in 2027, with Isuzu also planning to launch its Level 4 commercial vehicle operations in the same year. The two partners are working on a redundant chassis, with Isuzu specifying that this redundancy is intended to provide a means of recovery in case of software failure in the driving system. Gatik's trucks are classified as Level 4, a level where the automated system drives without human intervention under predefined conditions within their operational design domain. Isuzu describes the ODD as a set of road, geographic, and environmental conditions to be met. Gatik's third-generation vehicles operate on highways and surface roads; according to CEO Gautam Narang, they can operate 24/7 and handle light rain and snow.

Loblaw: 50 Trucks Planned and Over 300 Stores Targeted

In September 2025, Gatik and Loblaw entered into a five-year partnership that includes an initial launch of 50 autonomous trucks in the Greater Toronto Area. According to the timeline, 20 vehicles are expected to be deployed by the end of 2025, followed by another 30 by the end of 2026, with the goal of covering over 300 stores and transitioning from a safety driver operation to a fully autonomous fleet. The two companies began making autonomous deliveries in 2020 and removed the safety driver from commercial routes in 2022. Before this transition to driverless operations, they reported completing over 150,000 autonomous deliveries with a driver present on board. In Toronto, the project was launched in 2020 with five vehicles and five defined routes; by 2022, the operation involved transporting ambient, refrigerated, and frozen goods from a distribution center to five retail locations, on routes that Loblaw describes as fixed and predictable.

PepsiCo Operates Regional Networks with Dynamic Routes

In June 2026, Gatik entered into a multi-year agreement with PepsiCo to deploy autonomous freight vehicles in the group's North American supply chain. The trucks operate in Texas, Arizona, and Arkansas, on regional networks governed by high-frequency schedules. PepsiCo specifies that these operations take place on highways and surface roads, with dynamic route management connecting several hundred pickup and delivery sites. Routes can be modified by adding or removing stops to respond to fluctuations in demand and distribution center activity, without needing to fundamentally alter the existing network. The first collaboration between PepsiCo and Gatik began in 2022, before the agreement was expanded in 2026.

$200 Million Raised and Over $600 Million in Contracted Revenues

Gatik has raised $200 million in Series D funding, a round led by Qatar Investment Authority and Koch Disruptive Technologies, with participation from Millennium Management, ARK Invest, and Intact Private Capital. The company reports over $600 million in contracted revenues, 85,000 orders completed without a driver, and a punctuality rate of 99%. Its trucks connect distribution centers to stores in Texas, Arizona, Arkansas, and Canada, with several dozen vehicles already operating without a driver. The company aims to grow its fleet to several thousand vehicles and hopes to exceed 100 driverless trucks by the end of 2026. The funds raised will support the growth of commercial operations and the fleet, as well as continue investments in technology, infrastructure, and teams, with the goal of increasing autonomous freight transport in North America.

Embedded AI and Simulation: Arena and Nvidia DRIVE AGX

Gatik's autonomous driving system, Gatik Driver, is designed for regional routes and operates without a driver or safety observer on board, positioned in the middle-mile between logistics sites. To develop and validate the software, the company utilizes simulations and synthetic data and launched Arena in July 2025, an internal platform that replicates driving environments without being limited to physical testing. Arena generates structured synthetic data, covering routine scenarios as well as rare or high-risk ones, and integrates Nvidia Cosmos world models to create environments for training and validation, with the ability to vary conditions and repeat infrequent cases. On board, Gatik uses Nvidia hardware; Nvidia announced in March 2025 the integration of DRIVE AGX into Class 6 and 7 trucks for real-time data processing, with the platform described as dedicated to embedded computing and AI workloads for autonomous driving.