Arrakis Raises $38M to Bring AI Agents Into Factory Floors and Supply Chains

Industrial companies have long struggled to turn AI hype into real-world results. While chatbots and office productivity tools get all the attention, the physical operations that power the global economy—factories, warehouses, logistics networks—remain largely untouched by modern AI. Arrakis, a London- and Paris-based startup, is betting that the biggest returns from artificial intelligence will come from these industrial sectors, not from office software .

Emerging from stealth with roughly $38 million in total funding, the company is building what it calls an AI "operating system" for industrial enterprises. Its model-agnostic AI agents plug directly into existing operational systems to handle tasks like production scheduling, warehouse coordination, and supply-chain optimization .

Founding and Funding

Arrakis was founded in January 2026 by a team with deep roots in enterprise technology and operational software . The founders are:

• Rafael Quintanilla (former Accel investor, now CEO)
• Haroun Beltaifa
• Romain Fouilland
• Mikhail Galkov (alumni of Palantir, Delivery Hero, Revolut, Datadog, and ASML)

The company raised all of its capital within its first six months :

• $7.5 million seed round led by Accel (closed March 2026)
• $30 million Series A led by Blossom Capital, with participation from Accel, GFC, MainObject, and Rerail

Notable Backers

The Series A attracted a high-profile roster of individual investors. The round included angel investments from Olivier Pomel, founder and CEO of Datadog; Olivier Godement, OpenAI's head of business products; and Junaid Hussein, founder of Cambridge Aerospace .

The Problem: The Last Mile of AI in Industrial Operations

Industrial companies run on complex, legacy operational systems—ERP, MES, planning, and logistics software—that are fragmented, brittle, and difficult to integrate with modern AI . Critical data lives in disconnected, real-time production environments that general-purpose AI tools cannot access safely. This creates a "last-mile" challenge that prevents most AI projects from ever reaching production .

Arrakis's central thesis is that the next wave of AI value will come from the physical economy, but only if AI agents can operate on live operational data within the safety and reliability constraints of industrial environments. The company targets aerospace, energy, logistics, and manufacturing sectors—industries where a single AI failure can halt a production line .

Arrakis's Approach: Model-Agnostic AI Agents for Existing Systems

Arrakis builds a model-agnostic AI agent platform that integrates directly into existing industrial systems without requiring a full infrastructure overhaul . The company describes its approach as encoding operational knowledge into software that can act autonomously on real-time data .

Rather than selling a traditional software license, Arrakis reportedly prices on outcomes rather than seats, a model reminiscent of Palantir's playbook: win the hard, messy integration work with humans first, then let the software catch up underneath .

How the Funding Will Be Used

Arrakis plans to deploy the new capital in several key areas :

• Triple its team from roughly 15 employees
• Expand internationally into new industrial markets across Europe, the United States, and the Middle East
• Accelerate platform development, deepening its AI agent capabilities and integrations
• Open new offices in New York and other strategic locations