Bedrock Robotics’ $270M Series B paves the way for operator-less excavators

Bedrock Robotics Inc., a developer of autonomous construction equipment, today said it has raised $270 million in Series B funding. This round brings the company’s total funding to more than $350 million.

Bedrock said the investment will accelerate its efforts to transform how general contractors build, from deploying individual autonomous machines to orchestrating fully connected fleets to reshape productivity and safety. In July 2025, the San Francisco-based company emerged from stealth with $80 million in Series A funding to begin building retrofit kits for excavators.

Boris Sofman, co-founder and CEO of Bedrock, told The Robot Report: “We’re in development, testing, and working towards our first, fully operator-out, complete operatorless deployments later this year. That’s a really huge milestone. That’s the kind of 0 to 1 where your autonomy capabilities are mature, your safety systems and frameworks are ready, and you understand the job you have to do the interfaces.”

Bedrock Robotics sees growing market opportunity

McKinsey estimated that a cumulative $106 trillion investment is required by 2040 to address global infrastructure needs. The construction industry needs to attract an estimated 349,000 net new workers in 2026 to meet demand for services, according to a proprietary model developed and released today by Associated Builders and Contractors.

CapitalG and the Valor Atreides AI Fund led Bedrock Robotics’ Series B round. Xora, 8VC, Eclipse, Emergence Capital, Perry Creek Capital, NVentures (NVIDIA’s venture capital arm), Tishman Speyer, the Massachusetts Institute of Technology, Georgian, Incharge Capital, C4 Ventures, and others participated.

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Big week for autonomous vehicles

A majority of Bedrock Robotics’ founders worked together at Waymo, which closed a $16 billion funding round earlier this week. As the core technology matures and the AI models for perception and functionality of autonomous vehicles (AVs) are hardened, these systems are finding traction in the market.

When asked how his company plans to allocate the new war chest, Sofman replied, “We’re going to go and deploy our very first driverless deployments this year. That marks the beginning where there’s a huge amount of work to solidify the robustness and versatility of that system and then start to scale it in capabilities and in volume.”

“A lot of the investment will go towards the collection of data, the flywheel of developing the models, testing it, really deploying it, and starting to expand,” he added. “The nice thing is that we can actually lean into the existing ecosystem of these companies that already exists, to buy and manage these machines.”

“We can basically become a giant ecosystem provider, but that’s going to be years of work, and so a lot of it’s going to support that,” said Sofman. “We’re going to grow the team in the areas we need to. We’re expanding our geographical footprint.”

In addition to new funding, Bedrock recently expanded its leadership team with key hires. Vincent Gonguet joined as head of evaluation, having previously led AI safety and alignment at Meta for all Llama models.

John Chu also joined as head of people after serving in the same role for Waymo’s engineering teams, overseeing headcount growth of 400% while the AV company expanded globally. Bedrock Robotics said its first fully operator-less excavator deployment later this year will be a milestone in autonomous capability for such complex, articulated machines.

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