Welcome to our dedicated page for Kodiak AI news (Ticker: KDK), a resource for investors and traders seeking the latest updates and insights on Kodiak AI stock.
Kodiak AI, Inc. (Nasdaq: KDK) is a provider of AI-powered autonomous vehicle technology focused on driverless trucking, and its news flow reflects developments across technology, safety, partnerships, capital markets, and operations. The company’s core product, the Kodiak Driver, is a virtual driver that combines AI-powered software with modular, vehicle-agnostic hardware, and Kodiak reports that it is already operating without a human driver in commercial service.
News about Kodiak often highlights commercial deployments and operational milestones, such as the number of fully driverless trucks in operation, cumulative paid driverless hours, autonomous miles driven, and loads delivered for customers in long-haul and industrial trucking. Investors can also see announcements related to Kodiak’s work in defense and public sector applications, where the company believes its technology can support national security initiatives and critical government uses.
Another key theme in Kodiak’s news is strategic partnerships. The company has announced collaborations with Bosch on a production-grade, redundant autonomous platform, with ZF on redundant steering systems for driverless trucks, and with Verizon Business on 5G connectivity and IoT data capabilities for its driverless trucking solutions. Kodiak has also publicized an independent safety evaluation by Nauto, in which the Kodiak Driver achieved a top VERA Score among more than 1,000 commercial fleets in Nauto’s network.
For capital markets–focused readers, Kodiak’s news includes updates on its business combination with Ares Acquisition Corporation II, its listing on Nasdaq under the ticker KDK, and financing activities such as venture loan agreements. Earnings releases and Form 8-K–linked announcements provide additional context on financial results and liquidity. This news page brings together these updates so readers can follow how Kodiak is advancing its autonomous trucking platform, expanding partnerships, and executing its strategy as a public company.
Epirus, General Dynamics Land Systems and Kodiak AI (KDK) unveiled the Leonidas Autonomous Ground Vehicle (AGV), a mobile, fully autonomous counter-UAS system that integrates Epirus’ Leonidas high-power microwave platform, Kodiak Driver autonomy, and GDLS system integration expertise.
The Leonidas AGV is designed for rapid autonomous deployment to intercept individual drones and swarms, operate in autonomous or teleoperated modes, and will be shown as a full-scale prototype at AUSA Global Force Symposium & Exhibition.
Kodiak AI (Nasdaq: KDK) announced on March 16, 2026 a collaboration to integrate NVIDIA DRIVE Hyperion into its next‑generation autonomous driving stack. DRIVE Hyperion uses two DRIVE AGX Thor computers, offering up to 1,000 INT8 TOPS / 2,000 FP4 TFLOPS of AI compute to scale Kodiak Driver for real‑time, safety‑focused driving in challenging environments.
Kodiak cites deployment of the Kodiak Driver in 20 trucks as of end‑2025, operating 24/7 in the Permian Basin; the company positions this integration as a step to accelerate commercialization and platform scalability.
Kodiak AI (Nasdaq: KDK) reported Q4 and full-year 2025 results on March 10, 2026. Key metrics: 20 deployed driverless trucks (100% QoQ increase), > 10,700 cumulative paid driverless hours, Q4 revenue $1.1M (+37% QoQ), Q4 operating cash used $24.2M, Free Cash Flow (Non-GAAP) -$34M, $120.7M cash and securities, $30M debt refinancing, and an Autonomy Readiness Measure of 84% as of Feb 2026.
The company announced a Bosch collaboration, U.S. Marine Corps contract, new routes and pilots, andexpects a long-haul driverless launch by end of 2026.
Kodiak AI (Nasdaq: KDK) appointed Chet Gryczan as Vice President and Managing Director of Defense, effective Feb 18, 2026. Gryczan brings 20+ years of defense and automotive experience, scaling Detroit Defense to $157 million revenue and a 230-person workforce.
He reportedly helped secure a multi-year $500 million Congressional modernization program and will lead Kodiak’s defense strategy to integrate the Kodiak Driver into military vehicles. Kodiak holds defense awards including an Army contract worth about $30 million and a U.S. Marine Corps ROGUE-Fires contract.
Kodiak AI (Nasdaq: KDK) announced Feb. 11, 2026 that the U.S. Marine Corps awarded a contract to integrate the Kodiak Driver into the ROGUE-Fires Remotely Operated Ground Unit for Expeditionary Fires carrier ground vehicle.
The integration aims to extend operational reach, improve tempo, and reduce risk to Marines by demonstrating Kodiak’s modular, dual-use autonomous driving system across unstructured and unmapped environments.
Kodiak (Nasdaq: KDK) will report fourth quarter and full year 2025 results after market close on March 10, 2026. Management will host a conference call the same day at 5:00 PM ET (2:00 PM PT) and provide a live audio webcast and replay on the company's Investor Relations site.
Kodiak AI (Nasdaq: KDK) will present at the Stifel 2026 Transportation & Logistics Conference on February 10, 2026 at 7:40 AM PT / 10:40 AM ET. According to the company, a live and archived webcast will be available on Kodiak’s investor relations website for viewers and investors.
Kodiak (Nasdaq: KDK) announced a strategic agreement with Bosch to collaborate on a production-grade, redundant autonomous trucking platform that integrates hardware, firmware, and software interfaces to scale the Kodiak Driver for factory-line and upfitter deployment.
Bosch will supply production-grade hardware components, including sensors and vehicle actuation elements such as steering technologies, and will support development and manufacturing scale-up. A Kodiak Driver-powered autonomous truck will be on display at CES 2026 (Jan 6–9) in Bosch booth 16203.
Kodiak AI (Nasdaq: KDK) completed a new $30.0 million senior secured term loan with Horizon Technology Finance, drawn at closing, that replaces its prior facility.
The facility lowers the interest spread by 200 basis points, sets interest at prime + 3.50% with a prime floor of 6.50% (implying a minimum rate of 10.00%), extends the maturity to Jan 1, 2030, and establishes an interest-only period Feb 1, 2026–Jul 1, 2028 followed by 18 monthly amortizing payments beginning Aug 1, 2028.
Prepayment premiums are 2.0% if prepaid within 24 months and 1.0% thereafter. The company said the transaction increases liquidity, reduces near-term cash outflows, and extends its cash runway to support strategic priorities.
Kodiak AI (NASDAQ: KDK) and Verizon Business announced a commercial agreement on Dec 18, 2025 to integrate Verizon 5G/LTE connectivity, IoT telematics and ThingSpace fleet management with Kodiak’s AI-powered Kodiak Driver.
Key capabilities include Assisted Autonomy (remote human assistance in defined low-speed scenarios), camera and sensor telemetry, centralized ThingSpace monitoring, and custom 5G/LTE data plans for over-the-air software updates and near‑real‑time vehicle-to-command communications to support up to 24/7 driverless operations.