Logistics and commerce-infrastructure startup Stord has raised 250 million US dollars in a Series F round at a 3 billion dollar valuation and launched a new physical AI and robotics lab in Atlanta, the company announced on May 26, 2026. The funding sharpens Stord's bid to challenge Amazon's e-commerce and fulfillment network.
A new lab built on live operations
Alongside the raise, Stord unveiled Stord Labs, a dedicated facility at its Atlanta headquarters focused on robotics, agentic AI and advanced automation. The company said the lab will let it test and validate systems against real-world fulfillment operations before rolling them out across its network of nearly 100 facilities, rather than developing them in isolated simulations.
Stord says it processes more than 15 billion dollars in gross merchandise volume each year across over 1,000 customers and captures roughly 8 billion data points annually, giving it a large pool of operational data to train and refine its automation.
Backed by major investors
The round was led by existing investors and included Strike Capital, Kleiner Perkins, Founders Fund, Franklin Templeton, Baillie Gifford, G Squared, Bond and Lux. "Stord exists to level the playing field," said founder and CEO Sean Henry, framing the company as a way for independent brands to match the consumer experience Amazon has spent decades and hundreds of billions of dollars building.
Riding the logistics-robotics wave
The investment lands amid heavy activity in warehouse and logistics automation, from Plus One Robotics' eight-hour warehouse livestream to Numove's mixed-case palletizer deployments. It also adds to a run of large robotics and mobility deals, including the 750 million dollar ECARX-May Mobility robotaxi agreement. Stord said its revenue has grown roughly tenfold over the past four years, with software among its fastest-growing segments.
Reporting based on coverage from AI Insider and Stord.