Autonomous trucking company Gatik said on Tuesday it has become the first company in North America to operate fully driverless trucks at commercial scale, marking a shift from pilot projects to sustained, revenue-generating freight operations.
The Mountain View, California-based firm said its medium-duty trucks are now operating without a human driver or safety observer, completing daily deliveries for Fortune 50 retailers across Texas, Arkansas and Arizona. The vehicles are equipped with the company’s proprietary Gatik Driver autonomous system.
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“Autonomous trucking is no longer a promise. It’s a business,” said Gautam Narang, chief executive and co-founder of Gatik. “With more than $600 million in contracted revenue, Gatik has proved that autonomous trucking is not only possible but commercially viable.”
Narang told FreightWaves that the company has secured more than $600 million in committed, multi-year, non-cancellable revenue from customers in the e-commerce, consumer packaged goods and logistics sectors.
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Since launching freight-only driverless operations in mid-2025, Gatik said it has completed about 60,000 fully driverless delivery orders without incident, logged more than 2,000 hours of driverless operation and driven over 10,000 miles on public roads. The current revenue-generating driverless fleet consists of around 10 trucks, with plans to expand to 60 vehicles in the coming weeks and scale to several hundred by the end of the year.
Gatik’s 26-foot and 30-foot trucks operate nearly around the clock, transporting ambient, refrigerated and frozen goods between distribution centres and retail stores. Routes extend up to 400 miles and include both highway driving at speeds of up to 65 mph and urban surface streets. Current operations are concentrated in the Dallas–Fort Worth region, the Phoenix metropolitan area and northwest Arkansas.
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The company said it began driverless commercial operations only after an independent review of key elements of its Safety Assessment Framework by globally recognised testing, inspection and certification bodies. Ahead of deployment, Gatik also briefed U.S. Department of Transportation agencies, including the Federal Motor Carrier Safety Administration and the National Highway Traffic Safety Administration.
State-level agencies in Texas, Arizona and Arkansas, including departments of transportation, public safety and motor vehicles, conducted additional reviews, while training sessions for first responders were held as part of the company’s community readiness programme.
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The milestone builds on Gatik’s collaboration with Isuzu Motors, under which Gatik integrates its SAE Level 4 autonomous driving system into Isuzu’s medium-duty truck platforms.
“We are pleased to see Gatik begin Level 4 driverless operations using Isuzu medium-duty trucks,” said Hiroshi Sato, senior executive officer and vice president of engineering at Isuzu Motors. He said the move represented an important step toward deploying autonomous driving technology in commercial logistics.
Isuzu and Gatik are continuing preparations for a mass-production, autonomous-ready vehicle programme, with production expected to start at Isuzu’s new South Carolina plant toward the end of next year.
Gatik said its business model is asset-light, meaning it does not own or maintain trucks but works directly with customers. Strategic partners supporting scaled deployment include NVIDIA and Ryder. The company said it plans to expand driverless operations into additional U.S. markets in the near term.