Gather AI raises $40M to scale physical AI platform for global logistics

Physical AI for logistics company Gather AI, announced it has successfully raised $40 million in Series B funding led by Smith Point Capital Management.

The investment includes participation from several repeat and new investors, and brings the company’s total capital raised to $74 million.

Further growth for warehouse inventory management

Gather AI said that the investment follows a year of significant momentum, with the company doubling its operational footprint and growing bookings 250%. The company said that the platform is now the operational standard for major logistics and manufacturing enterprises, including GEODIS, NFI Industries, Kwik Trip, Axon, dnata, Barrett Distribution and Langham Logistics.

"For too long, supply chains have operated with a fundamental blind spot: they couldn't see what was actually happening on the floor," said Sankalp Arora, co-founder and CEO of Gather AI. "This funding allows us to expand from real-time visibility to full autonomous orchestration. Our customers aren't just finding problems faster. They're preventing them entirely. That shift from reactive to proactive is what transforms Physical AI from a nice-to-have into the operating system for modern logistics."

While traditional AI processes text or images from the internet, Gather AI said that physical AI learns from the real world. Gather AI said its models are trained on millions of proprietary warehouse images, allowing robots to see, count and verify static and moving inventory in complex environments where standard sensors fail.

Gather AI said its customers achieve 99.9% inventory accuracy, reduce manual counting effort by up to 80% and improve productivity by 5x. The company said that most customers realize ROI in under six months. Gather AI added that this automated oversight transforms warehouses into intelligent nodes that optimize working capital and ensure end-to-end supply chain reliability.

“Gather AI is redefining how the physical world gets measured, understood, and operated,” said Keith Block, founder and CEO of Smith Point Capital Management and former Salesforce co-CEO. “What Sankalp and his team have built isn’t just a better way to count inventory; it’s a foundational intelligence layer for the modern supply chain. We believe Gather AI will become the system of record for every warehouse, factory and yard, and we’re thrilled to help accelerate that future.”

The company said that the investment will accelerate expansion to hundreds of additional facilities globally and support the development of predictive capabilities for proactive inventory management. Gather AI said it is also scaling its engineering and customer success teams to support enterprise-wide deployments.