Bedrock Robotics raises $270M to deploy autonomous construction fleets across US projects

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San Francisco-based Bedrock Robotics closed a $270 million Series B round led by CapitalG and Valor Atreides AI Fund, valuing the year-old startup at $1.75 billion. The AI startup for construction retrofits excavators and bulldozers with autonomous technology to address acute labor shortages, with the construction industry needing 800,000 workers over the next two years.

Bedrock Robotics Secures Major Funding to Transform Construction Industry

Bedrock Robotics announced a $270 million Series B funding round that values the roughly year-old startup at $1.75 billion, marking one of the fastest ascents in autonomous construction technology

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. The round was led by CapitalG, an investment arm of Alphabet, and Valor Atreides AI Fund, with participation from Nvidia's venture arm, 8VC Management, Eclipse Ventures, Emergence Capital Partners, and several other prominent investors

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. This brings Bedrock's total funding to more than $350 million since its founding in 2024 by engineers including veterans from Waymo

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Automating Heavy Construction Equipment to Address Critical Labor Gaps

The construction industry faces a severe construction labor shortage, needing nearly 800,000 workers over the next two years to meet demand, with project backlogs climbing to eight months as of December 2025

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. According to Associated Builders & Contractors, the sector requires 349,000 new workers this year alone, rising to 456,000 next year

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. Boris Sofman, co-founder and CEO of Bedrock Robotics, explained that "the construction industry is being asked to build more than it can deliver," with contractors stretched across competing priorities with limited workforce and equipment

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Bedrock Operator Platform Enables Autonomous Fleets Without Equipment Replacement

Bedrock's flagship platform, Bedrock Operator, transforms everyday heavy machinery including excavators, bulldozers and loaders into assets that operate autonomously

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. The system uses sensors such as LiDAR, GPS and high-definition cameras combined with onboard computing to perceive environments, understand site conditions and execute complex tasks with precision

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. Critically, the technology can retrofit existing equipment from major manufacturers like Caterpillar, John Deere and Komatsu without permanent modifications, allowing construction companies to upgrade current fleets rather than purchase entirely new machines

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Source: SiliconANGLE

Source: SiliconANGLE

Real-World Deployment Shows Promise to Improve Efficiency and Safety

Champion Site Prep, a contractor in the Austin area and among Bedrock's pilot users, is testing the startup's products on excavators across several projects

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. CEO Trey Taparauskas noted that "they developed their technology so fast that it blew our minds," adding that the company is "three to five years ahead of where I would have expected to be"

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. The machines are currently supervised by human operators as the AI learns work patterns, but early results show potential for greater efficiency and safety on work sites

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. Contractors are exploring autonomy systems across port infrastructure, industrial facilities, data centers and large-scale earthmoving operations spanning multiple states

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Waymo Expertise Applied to Construction Challenges

Several of Bedrock's founders and early employees, including Sofman who helped oversee Waymo's freeway deployment, bring autonomous vehicle expertise to construction

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. That experience informs Bedrock's approach to deploying sensors on machines much larger than cars

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. Sofman noted that piloting machines to clear construction sites is actually less complicated than powering robotaxis across San Francisco, though excavators remain complex and the company plans to expand its technology to demolition equipment

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Investor Confidence Reflects Market Urgency

Derek Zanutto, general partner at CapitalG, emphasized that "hundreds of billions of dollars are flowing into construction, but the workforce simply isn't there to meet the moment," with every major hyperscaler and developer struggling to compress project schedules amid labor constraints

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. A dinner last fall with Bedrock executives and clients persuaded CapitalG to invest and push Sofman into raising the round months ahead of schedule

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. Zanutto added that the technology is "fundamentally upleveling what humans on construction sites are doing" and noted "you can't build for the 21st century with a 1950s shovel and labor model"

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. Bedrock's longer-term ambition includes helping contractors finish more projects quickly by letting machines run 24 hours a day, addressing the pressing need for more factories and data centers

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