COMPANIES · ROBOTICS & PHYSICAL AI
Kodiak AI
Mountain View, California company that develops the Kodiak Driver, self-driving software and hardware for heavy trucks, and runs driverless trucks for customers in the Texas oilfields.
Mountain View, California company that develops the Kodiak Driver, self-driving software and hardware for heavy trucks, and runs driverless trucks for customers in the Texas oilfields.
Kodiak is one of the first companies running paid driverless Class 8 trucks with no one in the cab, and its truck computer is built on two NVIDIA DRIVE AGX Thor units, making it a live test of physical AI in freight.
Charges customers for its autonomous driving system and driverless trucking services, mainly per truck or per operating hour, with industrial, logistics and defense customers.
United States (Mountain View, California)
Robotics, autonomous systems and physical AI. Companies bringing AI into the physical world: self-driving cars, humanoid robots, drones and factory automation. This is often called "physical AI." Open the robotics lens.
Connections (2)
Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.
Dated or announced (1)
Source: 2026-03-16 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced; production rollout not confirmed
Limits: Platform announcement; does not establish how many trucks run on Thor today, chip volumes, or pricing.
Kodiak AI Scales Autonomous Driving with NVIDIA DRIVE Hyperion ↗Comparisons (1)
Source: 2026-09-25 · reviewed 2026-10-02
Evidence: Analytical comparison · Product/market overlap
Limits: Overlap in service and corridor only; does not compare fleet sizes, customers, revenue or safety records.
Kodiak Picks Dallas-Houston For Driverless Long-Haul Launch ↗Kodiak AI Reports Second Quarter 2026 Results and Advances Toward Long-Haul Driverless Launch ↗
Reviewed
Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.25.9, released .