A pale grey tracked excavator with an empty cab lifts a bucket of soil beside a long trench in brown earth at dusk, the bare steel frame of a multi-storey building and a tower crane rising behind it against an orange and blue sky.

Robots

Bedrock Raises $600 Million for Robot Excavators

Bedrock Robotics raised $600 million at a $4.1 billion valuation to put excavators that dig without an operator on more job sites, data centers among them.

SAN FRANCISCO, Oct. 26 — Bedrock Robotics, which fits excavators with sensors and computers so they can dig with no one in the cab, said on Monday that it had raised $600 million at a valuation of $4.1 billion, counting the new money. In February, when it raised $270 million, it gave its valuation as $1.75 billion.

CapitalG, Alphabet’s independent growth fund, and Emergence Capital led the round. New investors included the US Innovative Technology Fund, Bessemer Venture Partners and Temasek, and earlier backers, Nvidia among them, came in again. Bedrock says it has now raised nearly $1 billion.The BackersNvidia invested in February through NVentures, its venture-capital arm, in a round CapitalG co-led with the Valor Atreides AI Fund. Bedrock, founded in 2024 and led by former Waymo engineers, came out of stealth in July 2025 with $80 million.

Its business is the retrofit: a kit that connects to a machine’s existing hydraulics and electronics, so contractors can turn the fleets they already own into autonomous ones “without needing to buy new equipment,” CapitalG says.The KitThe kit goes on in a same-day installation, and the machine stops automatically if it senses a person or object too close, Construction Dive reported in August. Its sensors give a 360-degree view, and it stops if it detects a fault, Bedrock’s chief executive told the outlet. In mid-August, by Bedrock’s account, its excavators began doing paid work fully autonomously on live commercial job sites. Construction Dive reported then that its system was active on sites including a water-treatment plant in Nevada, with Sundt Construction, and a civil project of 1.2 million cubic yards with Zachry Construction.

The latest customer is Haydon, an employee-owned general contractor based in Tempe, Ariz., whose crews will use the system for fully autonomous earthwork on a remote site in Texas. Haydon plans to extend it to other building and heavy civil projects, including data centers, advanced manufacturing and healthcare facilities, Bedrock said. Its other new customers are in Minnesota, Florida, Virginia, Colorado, Missouri, Georgia and Arkansas.

The round is a bet by its backers that a shortage of skilled operators on the country’s biggest job sites, data centers among them, will make machines that run themselves pay. “The U.S. is in one of the largest industrial buildouts in modern history but lacks the operators to staff it,” CapitalG wrote in announcing its investment. When it co-led the February round, Derek Zanutto, a CapitalG general partner, said in Bedrock’s announcement: “Every major hyperscaler and developer is grappling with how to compress project schedules when labor constraints keep pushing them out.”

“We have proven that fully autonomous excavators can perform real work of value alongside the crews and workflows already in place on job sites,” Boris Sofman, Bedrock’s co-founder and chief executive, said in a statement. The opportunity, he said, is to help “the industry’s experienced crews safely take on more projects.”

He put the case in money to The Robot Report. “Imagine a job that can be completed two months faster because autonomous machines are running around the clock, seven days a week,” Mr. Sofman said. By his arithmetic, a developer paying 9 percent interest on a $400 million loan would save $6 million.

What the company has not given is a count. Asked by The Robot Report about the machines it has installed, Mr. Sofman said, “It’s a bit early to give concrete numbers.” Bedrock says it has “more than doubled its total customer volume since 2025,” without giving a number. For 2027, he said, the aim is “getting to triple-digit machines working autonomously across the country.”

Next, he told the outlet, Haydon will test the excavators on trench work, and it and other contractors will look at bulldozers and wheel loaders among the larger machines to automate. Further off are mining and agriculture, which he said also face labor constraints and use the same kinds of heavy machines.

Sources

  1. Bedrock Robotics (GlobeNewswire), “Bedrock Robotics Raises $600 Million Series C to Scale Autonomous Construction Equipment Across U.S. Sites,” Oct. 26, 2026.
  2. Bedrock Robotics, via Yahoo Finance, “Bedrock Robotics Raises $600 Million Series C to Scale Autonomous Construction Equipment Across U.S. Sites,” Oct. 26, 2026.
  3. CapitalG, “Doubling Down on Bedrock.”
  4. CapitalG, “CapitalG (home page).”
  5. The Robot Report, “Bedrock Robotics nears $1B in total funding as demand for autonomous heavy equipment surges,” Oct. 26, 2026.
  6. Bedrock Robotics, via Venture Capital Access Online, “Bedrock Robotics Raises $270 Million in Series B Funding to Accelerate the Future of Autonomous Construction,” Feb. 4, 2026.
  7. Construction Dive, “Bedrock Robotics deploys fully autonomous excavators on jobsites,” Aug. 19, 2026.