Gather AI Secures $40M Series B to Expand Physical-AI Fleet and Enterprise Reach

Gather AI announced a $40 million Series B to scale a vision-first platform that delivers continuous, ground-level visibility inside warehouses, yards, and production sites. The financing, led by Smith Point Capital Management with participation from strategic venture investors, follows a period of reported commercial momentum that included a doubling of the company’s deployment footprint and a 250% increase in bookings. Gather AI markets a solution pairing lightweight cameras and vehicle-mounted sensors with trained perception models to close the persistent gap between digital records and physical reality in intralogistics. Customers cited in the announcement include large logistics and distribution operators, indicating deployments that integrate with warehouse management and ERP systems rather than isolated pilots. The company reports outcomes such as near-perfect inventory counts, steep reductions in manual cycle counts, and multi‑fold productivity gains—metrics it says enable payback in months rather than years. Proceeds will fund broader geographic rollouts, enhancements to predictive orchestration features that move operations from detection toward prevention, and expanded engineering and customer-success capacity to support multi-site programs. The raise arrives against a broader industry backdrop in which investors are increasing commitments to Physical AI and integrated automation platforms—an environment that favors vendors who can combine hardware, software, and machine intelligence while meeting enterprise needs for repeatable, fast deployments. That market dynamic both validates Gather AI’s approach and raises competitive pressure from automation platform providers and perception specialists packaging visibility with optimization tools and accelerated configuration capabilities. Key execution risks include variability across facility layouts, integration complexity with legacy systems, regional service and regulatory constraints, and the need to convert demonstrated accuracy into predictable economics across many sites. If Gather AI can standardize deployments and sustain claimed accuracy and ROI at scale, the platform could become a systems-of-record for intralogistics, improving inventory fidelity, labor productivity, and working-capital efficiency across operator networks. The next 12–18 months will test whether technology differentiation and customer outcomes translate into durable, enterprise-grade economics and broad multi-site adoption.