What Kodiak does
Kodiak AI (Nasdaq: KDK) is a physical-AI autonomous trucking company building the Kodiak Driver, a vehicle-agnostic self-driving system intended for long-haul trucking, industrial trucking, and defense/ground vehicle applications. The company commercializes its autonomy through (1) a Driver-as-a-Service (DaaS) model and (2) partnerships with fleet and defense stakeholders to deploy and scale autonomous trucks and autonomous ground vehicles with no one in the cab. In 2026, Kodiak reports ongoing maturation of its long-haul “highway launch safety case” and progress toward driverless long-haul commercial service by the end of 2026, including an Autonomy Readiness Measure (ARM) reaching 93% by end of August 2026. Recent customer/partner activity includes expanded driverless truck operations with Atlas Energy Solutions in the Permian Basin, autonomous freight hauling service with Roehl Transport between Dallas and Houston, and strategic defense collaborations including a partnership with General Dynamics Land Systems to create autonomous ground vehicles for military applications. Kodiak also partners on compute hardware, including a collaboration with AMD to implement AMD EPYC processors in its seventh-generation autonomous truck platform.