Bedrock Robotics raises US$270 million to accelerate autonomous construction systems

Bedrock Robotics has raised US$270 million in a Series B funding round, pushing the company’s valuation to US$1.75 billion and lifting total funding to more than US$350 million. The round was co-led by CapitalG and the Valor Atreides AI Fund, with participation from a wide group of strategic and financial investors spanning construction, technology, and venture capital.

The company said the new capital will be used to scale the development and deployment of its autonomous construction platform. Rather than focusing on individual self-operating machines, Bedrock is positioning its technology around system-level autonomy, where multiple machines operate as a connected fleet across large, complex job sites. The approach is intended to improve productivity, safety, and coordination in an industry facing mounting labour and delivery pressures.

The funding follows a rapid expansion phase for the San Francisco-based company. Bedrock emerged from stealth in July 2025 after securing US$80 million in Seed and Series A funding. In November, it completed a large-scale supervised autonomy deployment for mass excavation at a 130-acre manufacturing site, demonstrating the feasibility of its platform in live construction environments.

Labour shortages and project backlogs drive demand

The construction sector is facing structural workforce constraints that are reshaping how major projects are planned and executed. Industry estimates suggest nearly 800,000 additional workers will be needed over the next two years to meet demand, with retirements expected to further widen the labour gap. At the same time, project backlogs had grown to more than eight months by December 2025, putting pressure on contractors to deliver faster with limited resources.

Against this backdrop, contractors are exploring Bedrock’s autonomy systems across a range of use cases, including port infrastructure, industrial facilities, data centres, and large-scale earthmoving projects in multiple US states. On a manufacturing campus in central Texas, Champion Site Prep is using the Bedrock Operator to evaluate how autonomous systems can complement existing crews rather than replace them.

Boris Sofman, co-founder and chief executive of Bedrock Robotics, said the industry is being pushed beyond its traditional limits. “The construction industry is being asked to build more than it can deliver,” he said. “Contractors are pulled across competing priorities with the same limited workforce and equipment. This funding helps us scale our development and deployments as we mature autonomy capabilities and the tools for contractors to leverage them.”

He added that the company’s long-term goal is coordinated fleet autonomy. “It’s a first step toward a future where entire fleets operate as coordinated systems, fundamentally changing how modern contractors plan, staff, and execute work.”

Investor confidence and leadership expansion

Investors backing the Series B round pointed to the scale of capital flowing into infrastructure, manufacturing, and data centre construction, alongside the mismatch between investment and available labour. Derek Zanutto, general partner at CapitalG, said the timing for autonomous construction technology is critical. “Hundreds of billions of dollars are flowing into construction, but the workforce simply isn’t there to meet the moment,” he said. “Every major hyperscaler and developer is grappling with how to compress project schedules when labour constraints keep pushing them out.”

Antonio Gracias, founder and chief executive of Valor Equity Partners, highlighted Bedrock’s execution and capital efficiency. “What stands out about Bedrock is execution, delivering milestone after milestone with precision and capital efficiency that’s uncommon in this space,” he said. He added that companies shaping the future of AI, energy, and advanced manufacturing all share a need to build faster, and that Bedrock is well positioned to support that shift.

Alongside the funding, Bedrock has expanded its leadership team. Vincent Gonguet has joined as head of evaluation after previously leading AI safety and alignment work at Meta for its Llama models. John Chu has also joined as head of people, bringing experience from Waymo, where he oversaw a 400 percent increase in engineering headcount during a period of global expansion.

Looking ahead, Bedrock is targeting its first fully operator-less excavator deployments with customers in 2026. Reaching that milestone would mark a significant step forward for autonomous capability in construction, particularly for complex, articulated machines that operate in dynamic and often unpredictable environments.