Oxa vs Kodiak AI
Side-by-side comparison of AI visibility scores, market position, and capabilities
Raised $103M in a Series D first close in March 2026 backed by NVIDIA NVentures, the UK National Wealth Fund, and bp Ventures, deploying its Oxa Driver software across ports, airports, and logistics yards for DHL and BP.
About
Oxa (formerly Oxbotica) is an Oxford-based autonomous vehicle software company that develops the Oxa Driver platform — an industrial autonomy stack for heavy vehicles operating in constrained, high-repetition environments such as ports, airports, warehouses, and solar farms. Rather than chasing consumer robotaxis, Oxa focuses on commercially viable industrial automation where fixed routes and controlled environments accelerate deployment. Total funding exceeds $250M from backers including bp, Temasek, and now NVIDIA.
Only publicly traded pure-play autonomous trucking company via de-SPAC at $2.5B valuation; driverless fleet doubled Q3 2025; expanding from Sunbelt to Ohio and Indiana in April 2026 toward coast-to-coast commercial operations.
About
Kodiak AI is the only publicly traded pure-play autonomous trucking company, having completed its de-SPAC transaction at a $2.5 billion valuation. The company operates driverless freight runs in the US Sunbelt, with its driverless fleet doubling in the third quarter of 2025, and is expanding its autonomous trucking operations into Ohio and Indiana in April 2026 — moving beyond its initial Sunbelt geography toward coast-to-coast commercial operations.
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