Kodiak
"Building the world's safest driver"
Kodiak (Nasdaq: KDK) builds the Kodiak Driver autonomous system for Class 8 trucks, with 3M+ autonomous miles and 20 driverless trucks in commercial service.
Kodiak AI (Nasdaq: KDK) is a Mountain View, California-based company founded in April 2018 by Don Burnette, who serves as CEO. The company develops the Kodiak Driver, an AI-powered autonomous driving system built for Class 8 long-haul trucks and, more recently, defense ground vehicles.
The Kodiak Driver integrates LiDAR, radar, and cameras providing 360-degree coverage via field-swappable SensorPods designed for rapid maintenance. The system includes custom safety compute hardware with redundant power, steering, and braking subsystems engineered to maintain control during component failures. The virtual driver stack is purpose-built for highway autonomy, handling long-haul freight on interstate corridors.
As of mid-2025, Kodiak's commercial operations include over 3 million autonomous miles logged, more than 10,700 hours of paid driverless operations, 12,600 loads delivered, and 20 driverless trucks operating commercially without safety drivers onboard. Commercial freight partners include J.B. Hunt, Werner Enterprises, and C.R. England.
In 2025, Kodiak introduced its sixth-generation truck, described as the first driverless-ready semi-truck designed for scaled deployment. Roush Industries handles upfitter installation of Kodiak Driver hardware into production trucks. Kodiak and Bosch entered a partnership to co-develop and scale production-grade autonomous truck hardware, with Bosch supplying sensors and vehicle actuation components including steering technologies. NVIDIA provides AI compute assistance.
Beyond commercial trucking, Kodiak has expanded into defense autonomy. Kodiak, General Dynamics Land Systems, and Epirus jointly introduced an autonomous counter-UAS platform powered by the Kodiak Driver on a commercially available ground vehicle.
Kodiak completed a SPAC merger with Ares Acquisition Corporation II in 2025, valuing the company at approximately $2.5 billion and providing over $275 million in transaction proceeds. Prior to going public, Kodiak had raised $195 million in private funding. The company also operates a Texas logistics hub alongside its California headquarters.
Primary type & automation activities this supplier delivers:
Kodiak Driver
- Model: Gen 6
- Launch Year: 2025
AI autonomous driving system for Class 8 trucks with 360-degree sensor coverage, field-swappable SensorPods, and redundant safety compute.
Contact Kodiak
WEBSITE
https://kodiak.ai/HEADQUARTERS
United States
Company Facts
Founded
2018
Primary Role
Software/Algorithm
Company Size
-
Primary Region
North America
Annual Sales
-
Funding Stage
-
Funding Total
-
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Atlas Energy Solutions Inc. plans to increase its fleet of autonomous trucks in the US Permian Basin from 28 to 100 by mid-2027, collaborating with Kodiak AI, Inc. to implement AI-powered driving technology. This expansion aims to enhance operations at a new load-out point along the 42-mile Dune Express sand conveyor system, improving the supply chain for proppant used in hydraulic fracturing. The initiative is significant as it addresses the logistical challenges of transporting large quantities of proppant, which is essential for oil and gas extraction. The autonomous trucks have already completed around 7,000 loads, totaling approximately 450,000 tons of sand over 23,500 driverless hours. By adding another load-out point, Atlas aims to enhance customer order fulfillment and operational efficiency in the region. Looking ahead, Atlas and Kodiak plan to operate these autonomous trucks on public roads by early 2027, pending regulatory approval. This development could significantly broaden the delivery capabilities of the fleet, marking a pivotal step in transforming oilfield logistics through innovation, as emphasized by Atlas CEO John Turner and Kodiak CEO Don Burnette.
AI and Robotics Transportation
Atlas Energy to Increase Kodiak-Powered Autonomous Truck Fleet to 100 by Mid-2027
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