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Path Robotics

Columbus, United States

Path Robotics builds AI-powered robotic welding cells for manufacturers facing a shortage of skilled welders. Its proprietary foundational model, Obsidian, lets cells adapt in real time to imperfect parts and part-to-part variation, with the company claiming up to 4x productivity and 30% lower cost. The company's customers are concentrated in defence and heavy industry. A $600 million deal with HII to expand US Navy shipbuilding capacity was announced in August 2026, and its cells also serve utilities, data centre equipment, mining and construction fabrication. Path was founded in 2014 and is headquartered in Columbus, Ohio, with offices in San Francisco, Palo Alto and New York. It has raised roughly $271 million across its rounds, most recently a $100 million Series D in October 2024.

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Columbus, United States
2014
Industrial Arms & Cobots, Physical AI & World Models
Defence & Security, Manufacturing, Energy, Mining
Series D
201 to 500 people
$271M
47

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