Gatik says it has scaled fully driverless box-truck deliveries, backed by $600 million in contracted revenue

From pilots to routine driverless deliveries

Gatik, an autonomous trucking company focused on “middle-mile” routes between distribution centers and stores, says it has moved beyond limited demonstrations into sustained commercial operations. The company says its box trucks are running daily deliveries on public roads with no human driver and no safety observer, serving large retailers in multiple states.

The claim is significant for autonomous freight, a sector that has faced years of delays, regulatory scrutiny, and hard questions about safety validation. Gatik’s approach emphasizes shorter, repeatable routes and smaller trucks rather than full-size long-haul semis, which can simplify operational design and accelerate commercialization.

$600 million in contracts and an expansion plan

The company says it has secured $600 million in contracted revenue over five years, reflecting demand from shippers for more frequent deliveries and lower operating costs. Executives describe the business as revenue-generating today and say expansion is expected to accelerate, moving from a limited number of driverless trucks to a much larger fleet by the end of the year.

For retailers, the pitch is consistent replenishment—moving ambient, refrigerated, and frozen goods between hubs and stores—without being constrained by driver availability. For the broader industry, the question is whether this model can scale while meeting public-safety expectations and evolving state-by-state rules for autonomous vehicles.

Why the middle-mile matters

Autonomous technology has often been framed around robotaxis, but regional freight is another high-value use case: routes are predictable, trips are frequent, and savings can add up quickly. Companies also argue that automation can ease persistent labor shortages, though the workforce implications remain politically sensitive.

The next test for Gatik and its peers is operational scale: expanding to new markets, maintaining strong safety performance, and proving that unit economics hold up outside the earliest routes. If those pieces align, autonomous middle-mile trucking could become one of the first widely deployed forms of driverless transport in the U.S.

What to watch next

• How quickly fleets expand from dozens to hundreds of trucks, and in which states.
• Regulatory responses to driver-out commercial operations and any new reporting requirements.
• Whether competitors adopt similar middle-mile strategies or push harder into long-haul routes.