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 roles51
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
Investors on recordMatter Venture PartnersDrive CapitalYamaha VenturesTaiwania CapitalMediaTekCatapult VenturesGaingelsAdditionTiger Global ManagementBasis Set VenturesLemnos
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
