Applied Intuition is expanding its physical AI software from 18 of the top 20 global vehicle makers into heavy transport, defence and industrial operations. Across five months of 2026, the company deepened its partnership with Stellantis, secured a Pentagon autonomy contract and launched an agentic platform called Dana. During the same period, it agreed to deploy thousands of driverless lorries on Saudi roads by 2030 and concluded agreements with both Honda and Nissan on the same October day. Valued at US$15bn and profitable by its leadership’s account, the business is now pursuing an even broader objective centred on bringing AI to one billion machines worldwide. “Our ambition is to help bring intelligence to a billion machines and Dana is the platform we built to make that possible,” said Qasar Younis, Co-Founder and CEO. Applied Intuition began operations in 2017 as a simulation specialist. Following Nissan’s decision to become an early adopter in 2020, the business climbed the software stack into the production vehicle; today Vehicle OS serves as the core operating layer for software-defined vehicles, the Self-Driving System powers Level 4 lorries and Cabin Intelligence embeds conversational AI into the cockpit. The enterprise has raised more than US$1bn from international investors, including a US$600m Series F funding round completed in June 2025, co-led by BlackRock and Kleiner Perkins at a US$15bn valuation. In May 202