Inside the funding round driving the shift to intelligent construction fleets
Updated
February 7, 2026 2:12 PM
Aerial shot of an excavator. PHOTO: UNSPLASH
Bedrock Robotics has raised US$270 million in Series B funding as it works to integrate greater automation into the construction industry. The round, co-led by CapitalG and the Valor Atreides AI Fund, values the San Francisco-based company at US$1.75 billion, bringing its total funding to more than US$350 million.
The size of the investment reflects growing interest in technologies that can change how large infrastructure and industrial projects are built. Bedrock is not trying to reinvent construction from scratch. Instead, it is focused on upgrading the machines contractors already use—so they can work more efficiently, safely and consistently.
Founded in 2024 by former Waymo engineers, Bedrock develops systems that allow heavy equipment to operate with increasing levels of autonomy. Its software and hardware can be retrofitted onto machines such as excavators, bulldozers and loaders. Rather than relying on one-off robotic tools, the company is building a connected platform that lets fleets of machines understand their surroundings and coordinate with one another on job sites.
This is what Bedrock calls “system-level autonomy”. Its technology combines cameras, lidar and AI models to help machines perceive terrain, detect obstacles, track work progress and carry out tasks like digging and grading with precision. Human supervisors remain in control, monitoring operations and stepping in when needed. Over time, Bedrock aims to reduce the amount of direct intervention those machines require.
The funding comes as contractors face rising pressure to deliver projects faster and with fewer available workers. In the press release, Bedrock notes that the industry needs nearly 800,000 additional workers over the next two years and that project backlogs have grown to more than eight months. These constraints are pushing firms to explore new ways to keep sites productive without compromising safety or quality.
Bedrock states that autonomy can help address those challenges. Not by removing people from the equation—but by allowing crews to supervise more equipment at once and reduce idle time. If machines can operate longer, with better awareness of their environment, sites can run more smoothly and with fewer disruptions.
The company has already started deploying its system in large-scale excavation work, including manufacturing and infrastructure projects. Contractors are using Bedrock’s platform to test how autonomous equipment can support real-world operations at scale, particularly in earthmoving tasks that demand precision and consistency.
From a business standpoint, the Series B funding will allow Bedrock to expand both its technology and its customer deployments. The company has also strengthened its leadership team with senior hires from Meta and Waymo, deepening its focus on AI evaluation, safety and operational growth. Bedrock says it is targeting its first fully operator-less excavator deployments with customers in 2026—a milestone for autonomy in complex construction equipment.
In that context, this round is not just about capital. It is about giving Bedrock the runway to prove that autonomous systems can move from controlled pilots into everyday use on job sites. The company bets that the future of construction will be shaped less by individual machines—and more by coordinated, intelligent systems that work alongside human crews.
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The collaboration between Oversonic Robotics and STMicroelectronics highlights how robotics is beginning to fill gaps traditional automation cannot.
Updated
January 23, 2026 10:41 AM
3D render of humanoid robots working in a factory assembly line. PHOTO: ADOBE STOCK
Oversonic Robotics, an Italian company known for building cognitive humanoid robots, has signed an agreement with STMicroelectronics, one of the world’s largest semiconductor manufacturers, to deploy humanoid robots inside semiconductor plants.
According to the companies, this is the first time cognitive humanoid robots will be used operationally inside semiconductor manufacturing facilities. And the first deployment has already taken place at ST’s advanced packaging and test plant in Malta.
At the center of the collaboration is RoBee, Oversonic’s humanoid robot. RoBee is designed to carry out support tasks within industrial environments, particularly where flexibility and interaction with human workers are required. In ST’s factories, the robots will assist with complex manufacturing and logistics flows linked to new semiconductor products. They are intended to work alongside existing automation systems, not replace them.
RoBee is notable for its ability to operate in environments shared with people. It is currently the only humanoid robot certified for use in both industrial and healthcare settings and is already in operation within several Italian companies. The robot is also being used in experimental hospital programs. That background helped position RoBee for deployment in tightly controlled manufacturing environments such as semiconductor plants.
Fabio Puglia, President of Oversonic Robotics, described the agreement as a milestone for deploying humanoid robots in complex industrial settings: “The partnership with STMicroelectronics is a great source of pride for us because it embodies the vision of cognitive robotics that Oversonic has brought to the industrial and healthcare markets. Being the first to introduce cognitive humanoid robots in a sophisticated production context such as semiconductors means measuring ourselves against the highest standards in terms of reliability, safety and operational continuity. This agreement represents a fundamental milestone for Oversonic and, more generally, for the industrial challenges these new machines are called to face in innovative and highly complex environments, alongside people and supporting their quality of work”.
From STMicroelectronics’ side, the use of humanoid robots is framed as part of a broader effort to manage growing manufacturing complexity. he company said RoBee will support complex tasks and help manage the intricate production flows required by newer semiconductor products. It is also expected to contribute to improved product quality and shorter manufacturing cycle times. The robots are designed to integrate with existing automation and software systems, helping improve safety and operational continuity.
In semiconductor manufacturing, precision and reliability leave little room for experimentation. Therefore, introducing humanoid robots into this environment signals a practical shift. It shows how robotics is starting to fill gaps that traditional automation has struggled to address.