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Robot maker · registered

Path Robotics

Corporate marketmanufacturingCurated record

Physical AI platform for autonomous welding, anchored by the Obsidian foundation model trained on tens of millions of welded inches. The AW-3 cell handles large structural parts (up to 70 ft); the AF-1 autonomously picks, fits, and welds without human intervention. The Rove mobile system (announced April 2026) mounts Obsidian onto a quadruped for in-situ shipyard welding. Operates as a Robotics-as-a-Service with $0 CapEx for customers, charging for welding capacity. Claims 97%+ first-pass yield and 4x productivity vs. manual welding.

HeadquartersColumbus, US
Founded2018
Corporate funding$302M
Team51-200
Deployments6
Open roles46
01

Company overview

Identity and operating footprint

Company typeRobot maker
Market segmentCorporate
StageSeries D
FoundersAndy Lonsberry (CEO), Alex Lonsberry
Regions servedNorth America
Countries deployedUS, CA
Service footprintHQ Columbus, OH; welding cells deployed across U.S. and Canadian fabrication shops and shipyards
Last reviewed2026-07-05
MX

Robot models

Specifications remain vendor-claimed

Machinemanufacturing

AF-1 Robotic Welding Cell

  • Autonomous pick, fit, and weld; no human intervention

    vendor-stated autonomous workflow capability without operator setup

    Claim source
Machinemanufacturing

AW-3 Robotic Welding Cell

  • Parts up to 70 ft long

    vendor-stated maximum workpiece length the AW-3 can handle

    Claim source
Machineamr

Rove

  • Obsidian AI on quadruped mobile platform for field welding

    vendor-stated capability for in-situ structural welding without fixed cell

    Claim source
DP

Deployment log

Announced and cited only

AnnouncedCustomerSiteCountryCountEvidence
2026-03-02Mine Rite Technologiesmanufacturing/mining equipment weldingUSNot disclosedAnnouncement
2026-02-17HII (Huntington Ingalls Industries)shipyard / naval shipbuildingUSNot disclosedAnnouncement
2026-02-14Saronic Technologiesautonomous maritime vessel manufacturing shipyardUSNot disclosedAnnouncement
2025-12-12Tycropmanufacturing/agri equipment weldingCANot disclosedAnnouncement
2025-12-01LAD Servicesmanufacturing/barge welding robotUSNot disclosedAnnouncement
2025-11-18Millerberndmanufacturing/infrastructure poles weldingUSNot disclosedAnnouncement
CA

Funding history

Publicly announced rounds

Investors on recordMatter Venture PartnersDrive CapitalYamaha VenturesTaiwania CapitalMediaTekCatapult VenturesGaingelsAdditionTiger Global ManagementBasis Set VenturesLemnos
NW

Network neighbours

Open full graph ↗
HR

Hiring signal

Public job board · 2026-10-12

Open roles46

Hiring is an operating signal, not deployment evidence. Roles are refreshed from the company’s public careers system.

TL

Company timeline

Milestones and announcements

2026-08-06HII signs performance-based production agreement with Path Robotics (and GrayMatter), up to $900M of shipbuilding work over 7 years (HYPR program)The Robot Report
2026-04-20HII launches HYPR (High-Yield Production Robotics) program combining Path Robotics welding and GrayMatter surface treatment; targets ROMULUS USV family, surface combatants, and submarines; proof-of-concept 2026, pilot 2027HII Newsroom
2026-04-16Launched Rove mobile welding system: Obsidian AI on quadruped platform for in-situ large-structure and shipyard welding; Saronic Technologies among first early adoptersRoboticsTomorrow
2026-02-18Signed MOU with HII (largest U.S. military shipbuilder) to integrate Obsidian AI welding into manned and unmanned vessel production; projected 15% throughput increase in 2026 following 14% increase in 2025HII Newsroom
2026-02-14Saronic Technologies selects Path Robotics to deploy physical AI welding at Franklin, Louisiana shipyard for autonomous maritime vessel productionPath Robotics
2025-12-31Surpassed $100M in cumulative bookings; expanded into defense, shipbuilding, energy, and AI data-center verticals; launched Obsidian AI foundation model and Multi-Arm technology; showcased at FABTECH 2025Path Robotics
2024-10-14Raised $100M Series D led by Matter Venture Partners and Drive Capital; total funding $271MThe Robot Report
SC

Source ledger

18 unique public sources

01
Path Robotics – Intelligent Welding CellsPath Robotics · retrieved 2026-07-05
02
Path Robotics raises $100M to automate weldingThe Robot Report · retrieved 2026-07-05
03
Path Robotics raises another $100MTechCrunch · retrieved 2026-07-05
04
Path Robotics Raises $56M to Build the Future of ManufacturingPR Newswire · retrieved 2026-07-05
05
SEC Form D: $45,999,945 sold of $55,999,943 offeringSEC EDGAR · retrieved 2026-07-05
06
Path Robotics unveils mobile robotic welding system combining AI and quadruped mobilityRobotics and Automation News
07
Mine Rite Welding Massive Mining Equipment with Path RoboticsPath Robotics · retrieved 2026-07-05
08
HII Teams with Path Robotics to Integrate Physical AI into Manned and Unmanned ShipbuildingHII · retrieved 2026-07-05
09
Saronic + Path Robotics: AI for U.S. ShipbuildingPath Robotics · retrieved 2026-07-05
10
Tycrop and Path RoboticsPath Robotics · retrieved 2026-07-05
11
LAD Services Partners with Path Robotics to Revolutionize Barge ManufacturingPath Robotics · retrieved 2026-07-05
12
Case Study: MillerberndPath Robotics · retrieved 2026-07-05
13
ALM Positioners and Path Robotics Announce Strategic Partnership to Revolutionize AI-Powered Welding AutomationPRNewswire · retrieved 2026-07-05
14
Apr 2026: Saronic Technologies named as early adopter of Path Robotics Rove mobile welding system (quadruped-mounted), for autonomous naval vessel construction.press · retrieved 2026-07-05
15
HII signs up to $900M agreement with Path Robotics, GrayMatter RoboticsThe Robot Report
16
HII Launches HYPR Program with Path Robotics and GrayMatter RoboticsHII Newsroom
17
Path Robotics Launches Rove, Bringing Mobility to Welding Automation Powered by Physical AIRoboticsTomorrow
18
2025 in Review: What Path Robotics BuiltPath Robotics