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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 roles33
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 · 2026-07-13

Open roles33

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

TL

Company timeline

Milestones and announcements

2026-04-20HII 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

17 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 · retrieved 2026-07-05
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 Launches HYPR Program with Path Robotics and GrayMatter RoboticsHII Newsroom · retrieved 2026-07-05
16
Path Robotics Launches Rove, Bringing Mobility to Welding Automation Powered by Physical AIRoboticsTomorrow · retrieved 2026-07-05
17
2025 in Review: What Path Robotics BuiltPath Robotics · retrieved 2026-07-05