Aurora Innovation crossed the commercial finish line first, launching driverless freight runs on I-45 between Dallas and Houston in May 2024, anchoring this category at $2.5B raised. Covariant ($222M Series C) sits at the warehouse-picking layer that Amazon, Microsoft, and now-Anthropic-adjacent labs all want, while Sereact and Reliable Robotics push physical AI into European warehouses and aviation respectively. The humanoid wave — Apptronik, Agility Robotics, Sanctuary AI — collides with logistics first, where pilot deployments at GXO and Mercedes plants give the form factor a real revenue path. PlusAI and Kodiak (also tagged in defense) round out the autonomous-trucking leaderboard. Flexport pulls AI into freight-forwarding paperwork.
CATEGORY
Best AI Logistics Tools
55 tools compared · 2026
Autonomous trucks, warehouse-picking robots, and humanoid platforms hauling freight in production today
55 ai logistics startups tracked, with the largest concentration in US. Total tracked funding: $15.8B.
Tracked
55
Total Raised
$15.8B
Countries
10
Active Deals
0
1 
Pudu Robotics Shenzhen, China $300M 2 
Sendcloud Eindhoven, Netherlands $200M 3 
Loop — $95M 4 
CADDi Tokyo, Japan $202M 5 
Freehand San Francisco, United States $100M 6 
Clarium New York, United States $43M 7 
Waabi Toronto, CA $1.3B 8 
Nirvana Insurance San Francisco, US $260M 9 
BackOps — $26M 10 
Vooma — $16.6M 11 
Einride Stockholm, SE $913M 12 
Alvys — $40M
Funding by year — AI Logistics
2018 → 2026Market overview
Key trends 2026
- Driverless freight is shipping. Aurora's I-45 commercial route makes Texas the first US corridor with no-driver Class-8 trucks at revenue.
- Humanoids land in warehouses first. Agility's Digit and Apptronik's Apollo run pilots at GXO and Mercedes before Tesla Optimus reaches scale.
- Picking still gates deployment. Covariant and Sereact compete on the gripping problem that bottlenecks every fulfillment line.
Benchmarks vs global
Largest funded
$2.5B (Aurora growth)
vs Covariant $222M Series C ↑
Driverless freight launches
Dallas-Houston (Aurora, May 2024)
vs zero pre-2024 ↑
Humanoid warehouse pilots
GXO, Mercedes, Amazon
vs research-only 2022 ↑
Top countries
By startup countStage breakdown
Latest round typeTop investors backing AI Logistics
See all →Y Combinator
11 deals
Index Ventures
8 deals
Atomico
5 deals
8VC
4 deals
General Catalyst
4 deals
Canada Pension Plan Investment Board
3 deals
Amplify Partners
3 deals
EQT Ventures
3 deals
Redpoint Ventures
3 deals
Kleiner Perkins
3 deals
Khosla Ventures
3 deals
KP
Kaiser Permanente Ventures
2 deals
FAQ
Frequently asked
Which AI logistics startup has raised the most?
Aurora Innovation leads at $2.5B in growth funding, focused on autonomous trucking. Covariant follows at $222M Series C for warehouse picking, then Reliable Robotics at $160M and Sereact at $110M Series B for autonomous warehouse handling.
Are autonomous trucks actually delivering freight today?
Yes. Aurora launched driverless commercial freight runs on the Dallas-Houston I-45 corridor in May 2024 with carrier partners including Hirschbach and Uber Freight. PlusAI and Kodiak are running supervised pilots ahead of similar transitions in 2025-26.
Will humanoid robots replace forklifts?
Not soon. Agility Robotics' Digit and Apptronik's Apollo target tasks current robots can't do — totes between conveyors, mixed-SKU picking, ad-hoc moves. Forklifts remain better at heavy palletized moves. Humanoids fill the dexterity gap warehouses currently staff with people.
Recent rounds in AI Logistics
All rounds →| Date | Startup | Round | Amount |
|---|---|---|---|
| Aug 2026 | Moove | Series C | $250M |
| Jul 2026 | Freehand | Series B | $75M |
| Jul 2026 | The Boring Company | Other | $4B |
| May 2026 | Astranis | Series E | $300M |
| Apr 2026 | Sereact | Series B | $110M |
| Apr 2026 | Pudu Robotics | Series D | $150M |
| Apr 2026 | Reliable Robotics | Series C | $160M |
| Apr 2026 | Loop | Series C | $95M |
All AI Logistics startups
Page 3GrubMarket
AI-powered technology enabler and digital transformer of the American food supply chain
Raised
$370.5M
Stage
S-H
Apptronik
Building general-purpose humanoid robots to dramatically improve the way humans live and work.
Raised
$935M
Stage
SERIES A EXTENSION
Locus
Achieve exceptional profitability and delivery excellence with AI-driven logistics solutions for seamless omnichannel fulfillment.
Stage
ACQUIRED
Agility Robotics
Agility Robotics develops and deploys humanoid robots for industrial automation, delivering proven results in warehouses and factories.
PlusAI
Transforming transportation with Physical AI, powered by SuperDrive™, our AI-based autonomous driving system for trucks.
The Boring Company
Creating safe, fast-to-dig, and low-cost transportation, utility, and freight tunnels to solve traffic and transform cities.
Raised
$4B
Stage
OTHER
Moove
Moove provides the infrastructure layer for mobility at scale, powering capital, infrastructure, and city-level systems for leading mobility platforms.
Raised
$250M
Stage
S-C