Kodiak AI

• Kodiak Driver

Output & shipments

• Shipments

  2025-09-10 - Roush delivered the first production-line Kodiak Driver-equipped truck to Atlas, distinct from the earlier Atlas commercial-service launch. - Roush production-line delivery to Atlas

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Orders & commitments

• Order / commitment

  2026-02-11 - The U.S. Marine Corps awarded Kodiak AI an autonomous ground vehicle development contract. - autonomous ground vehicle system - autonomous ground vehicle development contract

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Operating milestones

• Operating milestone

  2026-09-01 - A Kodiak Driver truck remained powered on and available for service for64consecutive days. - One Gen6 Kodiak Driver truck in Atlas Energy Solutions’ Permian Basin operations; uptime includes availability and is not continuous driving.

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• Customer site

  2026-10-06 - Atlas Energy Solutions owned and operated 35 Kodiak Driver-equipped trucks without humans in the cab in the Permian Basin as of June 30, 2026. - Atlas-owned Kodiak Driver trucks - Permian Basin

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• Customer site

  2026-08-20 - Kodiak reported that Atlas-operated driverless triple-trailer trucks had carried more than 1,400 loads in the Permian Basin since February 2026. - Kodiak Driver triple-trailer configuration - Permian Basin

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• Customer site

  2026-07-31 - Atlas expanded Kodiak-powered driverless sand-hauling operations to two simultaneous Permian Basin load-out points. - Kodiak Driver - Permian Basin

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• Commercial activity

  2025-01-24 - Atlas launched customer-owned Kodiak Driver robotrucks in commercial service. - customer-owned commercial robotruck service - commercial service routes

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• Operating use

  2024-07-23 - Kodiak and Atlas Energy Solutions began driverless frac-sand deliveries in the Permian Basin. - Kodiak / Atlas driverless logistics - Permian Basin

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Supply chain relationships

• NXP Semiconductors

  Inbound - Compute & Control - Kodiak Driver ACE integrates NXP S32K3 microcontrollers for safety-rated real-time vehicle control

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• NXP Semiconductors

  Inbound - Compute & Control - Kodiak Driver ACE integrates NXP S32G3 processors for safety-rated vehicle control and networking

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• NXP Semiconductors

  Inbound - Power Electronics - Kodiak Driver ACE integrates NXP VR5510 power-management devices in its safety-control architecture

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• Roush Industries

  Inbound - Manufacturing - Roush completed the first Kodiak Driver truck upfit at its Livonia production line in 2025

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• PrePass

  Inbound - Software - PrePass supplies Enhanced Inspection data integration for Kodiak autonomous-truck roadside screening

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• Advanced Micro Devices

  Inbound - Compute & Control - Kodiak’s seventh-generation autonomous-truck platform incorporates AMD EPYC processors

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• Ambarella

  Inbound - Compute & Control - Kodiak selected Ambarella’s CV3-AD685 SoC for its next-generation autonomous trucks

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• ZF Friedrichshafen

  Inbound - actuation and motion control - ZF will supply 100 redundant steering systems for Kodiak Driver-equipped trucks

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• Amazon Web Services

  Inbound - Software - Amazon Web Services supplies AWS cloud infrastructure and services for Kodiak autonomous-trucking simulation, model and operations stack

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• Epirus

  Outbound - Software - Kodiak AI supplies Kodiak Driver autonomous-driving system for Epirus Leonidas autonomous counter-UAS ground vehicle family

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• KDK - NASDAQ - USD

• Don Burnette - Founder and Chief Executive Officer - Previously a software technical lead at Uber and co-founder of Ottomotto, the self-driving truck startup acquired by Uber.

Events

• 2026-09-01 - Production Milestone - Kodiak AI reports 64-day driverless-truck uptime milestone

  The uptime streak ran from June 30 through September 1, 2026, without powering off or restarting the autonomy stack or truck. Five additional trucks each exceeded 45 consecutive days of uptime on the sixth-generation platform. Atlas Energy Solutions owned and operated 35 driverless trucks as of June 30; that fleet had exceeded 40,000 paid driverless hours by that date.

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• 2026-09-08 - Deployment - Kodiak AI launches Dallas–Laredo freight service with Charger USA

  The first delivery between Charger's Dallas and Laredo terminals took place on September 8, 2026. The companies intend to remove the safety driver after Kodiak completes the route's safety case. Consumer packaged goods and food-and-beverage shipments are the initial cargo, with additional Charger lanes under consideration.

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• 2026-09-30 - Capability - Kodiak AI completes September safety validation work, lifting highway readiness to 96%

  The measure tracks safety-case claims and supporting evidence that are materially complete; it stood at 93% at the end of August. September progress included hazard analyses for fallback systems and further evidence from adversarial review of the safety argument. Remaining work includes probabilistic risk assessment, launch-vehicle verification and demonstrations of safe operation at highway speeds.

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• 2026-10-01 - Partnership - Kodiak AI selects AWS as primary autonomy-development cloud provider

  AWS supports BreakPoint, Kodiak’s in-house safety-validation system that injects time-varying errors and searches for collision edge cases. GPU capacity supports model refinement for Kodiak Driver alongside simulation, data storage and customer-facing operations software. Driverless public-highway service in Texas is planned for later in 2026.

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• 2026-09-22 - Deployment - Kodiak AI begins supervised autonomous freight pilot with DTL Transport in California

  The approximately 225-mile route runs primarily along California State Route 99 and Interstate 5. A human safety driver remains behind the wheel during the initial pilot under Kodiak's California DMV testing permit. DTL is assessing how autonomous operations affect transit times, shipping costs and produce shelf life.

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• 2026-09-21 - Partnership - Kodiak AI and PrePass integrate autonomous-truck inspection data

  A successful CVSA Enhanced Inspection remains valid for up to 24 hours; the integration exposes that record through existing roadside enforcement systems rather than replacing the inspection. PrePass says its network covers more than 580 inspection and screening locations nationwide. Enforcement personnel can verify the inspection record, authorize bypass and issue further instructions through the PrePass process.

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• 2026-08-31 - Capability - Kodiak long-haul Autonomy Readiness Measure reaches 93%

  The metric measures the share of claims and evidence in Kodiak’s long-haul safety case that management considers materially complete. Kodiak continues to target driverless long-haul commercial operations by the end of 2026. The 93% figure is a company-defined safety-case completion measure, not a deployment or success-rate metric.

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• 2026-08-26 - Partnership - Kodiak AI integrates AMD EPYC into seventh-generation autonomous truck

  Kodiak said it is the first driverless-trucking company to deploy EPYC processors in its hardware platform. The compute upgrade supports the company’s driverless Permian Basin fleet and planned public-highway driverless launch. AMD supplies the processor platform while Kodiak retains the autonomous-driving system and vehicle integration.

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• 2026-08-20 - Deployment - Kodiak reports 1,400 driverless triple-trailer loads

  The 50-metre triple-trailer configuration operates without a person in the cab as part of Atlas's driverless fleet. The 1,400-load figure applies only to the triple-trailer configuration and not to every Kodiak or Atlas movement.

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• 2026-08-13 - Regulatory - Kodiak receives California drivered autonomous-truck permit

  The permit authorises autonomous truck testing on California roads with a human safety driver behind the wheel. It is the first stage of California's phased permit process and is not a driver-out deployment authorisation.

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• 2026-08-06 - Market Signal - Kodiak expands customer-owned driverless fleet to 35 trucks

  Paid driverless operating hours increased 71% from Q1, while the fleet moved more than 300,000 tons of freight during the quarter. Q2 revenue reached $3.5 million, up 91% sequentially, and cumulative driverless loads exceeded 20,000. Kodiak reported 91% autonomy readiness in July and introduced the seventh-generation Kodiak Driver hardware configuration.

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• 2026-07-31 - Deployment - Atlas expands Kodiak driverless operations to two depots

  As of March 31, Atlas operated 28 driverless trucks across 15 routes, with about 7,000 loads and 23,500 driverless hours. The target to reach 100 trucks by mid-2027 remains conditional on delivery, regulatory and operational milestones.

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• 2026-05-07 - Market Signal - Kodiak AI announces $100 million PIPE financing

  The transaction was a PIPE financing, not a debt round. An affiliate of Ares Management participated alongside several new institutional investors. Kodiak said the capital would fund growth as it scales driverless operations.

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• 2026-04-07 - Demonstration - Kodiak completes DriveOhio autonomous trucking program and expands outside the Sunbelt

  Kodiak completed an autonomous trucking program in Ohio with DriveOhio, marking its first operational deployment outside the Sunbelt. The program included Interstate 70 stakeholder rides and real-world Level 4 demonstrations at the Transportation Research Center in East Liberty, Ohio. Kodiak used the program to show its trucking stack operating beyond southern highway conditions and to expand its operational design domain into the Midwest.

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• 2026-03-24 - Partnership - Epirus, General Dynamics Land Systems and Kodiak unveil Leonidas Autonomous Ground Vehicle

  Epirus, General Dynamics Land Systems and Kodiak unveiled Leonidas AGV, an autonomous counter-UAS ground vehicle for defense and homeland-security missions. The system combines Epirus's Leonidas high-power microwave platform, Kodiak's autonomous driving system, and General Dynamics Land Systems' integration role. For Kodiak, the announcement extended the Kodiak Driver into a visible integrated defense system rather than a standalone truck autonomy story.

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• 2026-02-11 - Contract Award - U.S. Marine Corps awards Kodiak autonomous ground vehicle development contract

  The U.S. Marine Corps awarded Kodiak a contract to integrate the Kodiak Driver into the ROGUE-Fires carrier ground vehicle. The work focuses on adapting Kodiak's autonomy system for expeditionary military ground operations, including distributed maritime operations and sea-denial missions. Kodiak framed the contract as an expansion of its dual-use autonomy work beyond trucking and into autonomous military ground vehicles.

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• 2025-11-04 - Partnership - Kodiak and ZF expand partnership around steering systems for 100 driverless trucks

  Kodiak expanded its partnership with ZF to purchase 100 steering systems with redundant components for Kodiak Driver-equipped trucks. ZF's redundant steering technologies were positioned as a core safety-enabling layer for Kodiak's driverless trucking platform. The deal supported Kodiak's plan to scale truck production and commercial deployment with a larger safety-rated supply base.

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• 2025-09-24 - Market Signal - Kodiak completes business combination with Ares and becomes a public company

  Kodiak completed its business combination with Ares Acquisition Corporation II and announced that its common stock would begin trading on Nasdaq under the ticker KDK on September 25, 2025. The transaction renamed AACT to Kodiak AI, Inc. and brought in more than $212.5 million from PIPE financing and trust cash before expenses. The listing formalized Kodiak's shift into the public markets as it scaled commercial and public-sector autonomy programs.

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• 2025-09-10 - Production Milestone - Roush delivers first production-line Kodiak Driver truck to Atlas

  Roush delivered the first Kodiak Driver-equipped autonomous truck off its Livonia production line to Atlas after upfitting the vehicle in August 2025. Kodiak said the milestone demonstrated that its manufacturing setup could move beyond engineering builds into repeatable production for customer deployment. Atlas had taken delivery of eight Kodiak-powered driverless trucks by that point under its initial 100-truck agreement.

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• 2025-06-18 - Partnership - Kodiak selects Roush to scale upfitting of Kodiak Driver-equipped trucks

  Kodiak and Roush announced a manufacturing partnership to scale upfitting of trucks equipped with the Kodiak Driver beginning in the second half of 2025. Roush committed to open a production line in Livonia, Michigan and build a flexible manufacturing process around Kodiak's modular autonomy hardware stack. The partnership gave Kodiak a clearer manufacturing path from limited deployment into higher-volume commercial rollout.

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• 2025-04-14 - Market Signal - Kodiak announces plan to go public through business combination with Ares Acquisition Corporation II

  Kodiak announced a proposed business combination with Ares Acquisition Corporation II to take the company public. The company framed the transaction around accelerating commercialization of the Kodiak Driver across trucking and public-sector markets. Kodiak also disclosed that Atlas had provided a firm commitment for an initial 100 trucks after the company exceeded key operational and performance milestones.

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• 2025-01-24 - Deployment - Atlas launches customer-owned Kodiak Driver trucks in commercial service

  Atlas completed 100 loads of proppant with two semi-trucks equipped with the Kodiak Driver after taking ownership of the vehicles. Kodiak positioned this as the first time a customer had taken ownership of a driverless semi-truck fleet and launched commercial driverless operations with it. The service expanded Kodiak's Atlas deployment from company-run off-road operations into customer-owned commercial freight operations across the Permian Basin.

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• 2024-07-23 - Deployment - Kodiak AI and Atlas Energy Solutions begin driverless frac-sand deliveries in the Permian Basin

  Kodiak announced its first driverless delivery with Atlas Energy Solutions on private lease roads in West Texas's Permian Basin using a Kodiak Driver-equipped truck. The deployment tied Kodiak's autonomous truck operations to Atlas's broader automated logistics model around sand delivery and the Dune Express conveyor system. The event marked Kodiak's first real-world driverless freight deployment in a named operating environment and established Atlas as the first major live customer context for the Kodiak Driver.

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Profile notes

• Kodiak's first commercial driverless trucks are owned and operated by the customer

  reviewed 2026-07-20 - Kodiak supplied its Driver technology and delivered equipped trucks to Atlas Energy, which owns and operates them in a private industrial logistics network. The milestone is a product deployment rather than a Kodiak-run freight service, and its operating domain should not be generalised to open-road nationwide trucking.

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Relationships

• Amazon Web Services

  Technology Partner - Kodiak AI uses AWS as its primary cloud provider for autonomy simulation, model development, data storage and operations software.

• Epirus

  Integrated Defense Autonomy Program - Leonidas autonomous counter-UAS ground vehicle program (Epirus HPM + Kodiak autonomy + GDLS integration).

• PrePass

  Roadside Compliance Integration Partner - Kodiak AI and PrePass integrate autonomous-truck Enhanced Inspection records with state roadside screening systems.

• Advanced Micro Devices

  Technology Collaboration - Kodiak AI is integrating AMD EPYC processors into its seventh-generation autonomous-truck compute platform.

• DTL Transport

  Deployment Partner - Kodiak AI and DTL Transport are running a supervised autonomous perishable-freight pilot between Fresno and Los Angeles.

• U.S. Marine Corps

  Autonomous Vehicle Developer - The U.S. Marine Corps awarded Kodiak AI an autonomous ground vehicle development contract.

• DriveOhio

  Autonomous Trucking Demonstration Partner - Ohio autonomous trucking program with DriveOhio (I-70, TRC East Liberty).

Comparable profiles

• Polymath Robotics

  stack adjacency - AI Robotics Intelligence Layer

• RGo Robotics

  stack adjacency - AI Robotics Intelligence Layer

Context tags

• Autonomous ground-vehicle ecosystem - Stack Layer - Autonomous ground vehicles is a documented company focus.
• Autonomous navigation - Capability - Autonomous navigation is a documented company focus.
• AI robotics intelligence layer - Stack Layer
• AI intelligence layer - Stack Layer

• U.S. Marine Corps awards Kodiak autonomous ground vehicle development contract

  2026-02-11 · Order / contract

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