Gather AI has raised $40 million in Series B funding, with Smith Point Capital Management leading the round. The investment brings Gather AI’s total funding to $74 million, reinforcing investor confidence in the company’s Physical AI platform for logistics and manufacturing environments.

The round also includes participation from Bain Capital Ventures, Tribeca Venture Partners, Bling Capital, Dundee Venture Capital, XRC Ventures, and new investor The Hillman Company. The company did not disclose a valuation.

Why logistics systems still fail to reflect warehouse reality

Despite decades of digitization, warehouses remain one of the least visible parts of the supply chain. Digital systems often fail to reflect what is actually happening on the floor. That mismatch leads to missed shipments, excess inventory, labor inefficiencies, and stable margin loss across global logistics networks.

Gather AI addresses this gap by monitoring warehouse activity as it happens, rather than relying solely on system records. Its platform continuously verifies inventory and movement on the floor, helping teams identify issues earlier, reduce manual checks, and respond with more reliable operational data.

“Gather AI is redefining how the physical world gets measured, understood, and operated. 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.”

Keith Block, former co-CEO of Salesforce

Turning funding into scale and automation

The new capital will support Gather AI’s expansion into hundreds of additional facilities worldwide. The company plans to deepen its platform with predictive capabilities that help customers prevent inventory issues before they occur, rather than responding after the fact.

Funds will also be used to grow engineering and customer success teams. This expansion is aimed at supporting large enterprise deployments as Gather AI rolls out across global supply chains with increasingly complex operations.

“For too long, supply chains have operated with a fundamental blind spot: they couldn’t see what was actually happening on the floor. 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.”

Sankalp Arora, CEO and Co-Founder of Gather AI

Turning Warehouses Into Verifiable Systems of Record

Founded in 2017 and based in Pittsburgh, Gather AI positions itself as a Physical Intelligence platform built for warehouses, plants, and yards. Its technology uses AI-powered vision running on drones and mobile handling equipment to verify inventory, pallets, and movements directly on the floor, without requiring new infrastructure.

Instead of relying on system assumptions, the platform continuously checks what is physically present and synchronizes that data with WMS and ERP systems. This allows logistics and manufacturing teams to work from verified information, rather than reconciling discrepancies after problems appear.

The company’s approach is grounded in robotics and autonomy research originating from Carnegie Mellon University, combined with operational experience from Amazon Robotics. That background shaped a system designed for complex, active environments where visibility is traditionally limited and errors are costly.

Backed by Long-Term Operators and Growth-Focused Investors

The Series B round was led by Smith Point Capital Management, founded by Keith Block, former co-CEO of Salesforce. The firm focuses on building durable software companies with clear operational value, rather than short term growth plays.

Existing investors Bain Capital Ventures, Tribeca Venture Partners, Bling Capital, Dundee Venture Capital, and XRC Ventures also participated, alongside new investor The Hillman Company. Together, the group reinforces Gather AI’s focus on scaling enterprise deployments and expanding predictive capabilities across global supply chains.

Origianl Creator: Paulo Palma
Original Link: https://justainews.com/companies/funding-news/gather-ai-closes-40m-series-b-to-scale-physical-ai-globally/
Originally Posted: Mon, 09 Feb 2026 16:57:39 +0000