Path Robotics

You can't reshore what you can't staff. The barrier to rebuilding American manufacturing dominance is the welder shortage decades in the making. We built Physical AI to close that gap: robots that see, reason, and learn while building, not just repeat. This is the Path Robotics story.

Data centers. The grid. Defense. Three national priorities, one shrinking pool of welders, and 80% of U.S. welding is still done by hand. The bottleneck isn’t skill. It’s tools.

RT @AutomateShow: @PathRobotics CRO explains how physical AI can help manufacturers extend operations, even if labor and floor space are limited. For small and midsize manufacturers in particular, this can mean extending shifts, increasing throughput, and taking on more orders without the time and capital needed to expand their physical footprint. Watch the full episode:

RT @Rewkang:

Thank you, @FoxBusiness and @bcurto_foxnews, for having our CRO, Heather Carroll, on to discuss the future of shipyards and manufacturing.

RT @scsp_ai: First speakers announced for the AI+ Robotics Summit, part of the SCSP AI+ Summit Series. On Oct 14 in Washington, DC, leaders from robotics, manufacturing, investment, and research will examine how the U.S. can turn world-class AI into industrial capacity and deploy intelligent machines at scale. Panels, fireside chats, tech talks, and demos. Speakers include leaders from @FANUCAmerica, @nvidia, @BostonDynamics, @agilityrobotics, @IntrinsicAI, MxD, and more. More speakers coming soon. Registration link in the replies.

RT @RoboStrategy: Rating Robots at Actuate 2026 Scott (@GoingBallistic5) spent a day at Actuate in San Francisco getting hands on with the robots on the show floor and giving each one a score. 0:00 Actuate 2026 0:15 IO-AI Tech 1:50 @DexmateAI 3:00 @PathRobotics 3:40 @trossenrobotics 5:25 @UFBots 6:50 Final rankings

RT @NimaGard:

A weld seam spec'd at 3/16" arrives at the station anywhere from ⅛" to ¼". A 45° bevel drifts between 40° and 50° across its length. A skilled welder scans the joint, adjusts, and executes without thinking twice. A traditional welding robot fails. That's why shipbuilding, heavy equipment, and structural steel stayed manual for 60 years, not because they didn't want automation, but because automation couldn't do the job. That's changed. New on the blog: how AI-driven welding is reaching the industries automation left behind. Link in comments. What's the most "un-automatable" part in your shop?

RT @Sonderling47: I visited @PathRobotics yesterday to see how its physical AI technology is complementing highly skilled workers and creating new opportunities to expand American manufacturing. 📍Columbus, Ohio

RT @AndrewLonsberry: I spoke with CNBC Morning Call to discuss our $900M deal with HII and how physical AI is helping shipbuilders increase production capacity. Watch here: Thanks to Morgan Brennan and team for having me on the show!

RT @SenJonHusted: @PathRobotics is building robotic tools to increase the productivity of America’s shipbuilding workforce, keeping Ohio at the forefront of American manufacturing.

#Actuate2026 @PathRobotics and @matter_vp are hosting a low-key breakfast the next morning: coffee, food from Hilda & Jesse, and a chance to keep talking shop with the people you just spent two days with. No agenda, no pitches. Just a good excuse to compare notes on where robotics is headed, catch up with the Path team, and meet a few more people building in the physical world. Space is limited and registration needs approval, so request your spot early.

Rebuilding America's shipbuilding capacity is a national priority. And the Navy can't afford to wait. Today, Path Robotics announced a landmark $900 million deal with @WeAreHII and @GrayMatterRobot to help close that gap and transform U.S. shipbuilding with physical AI. As a part of the agreement, HII intends to award Path Robotics up to $600 million as the companies work together to expand production capacity across America's shipyards. We're proud to be helping shape the future of American shipbuilding through physical AI. Read the full story below.

Scan. Plan. Weld. Before the arc starts, Obsidian generates a sub-millimeter point cloud of the seam, capturing root opening, bevel angle, and variation along the joint. Then it plans the passes, sets the parameters, and welds. No perfect fit-up required. No reprogramming between parts.

RT @jasonjoyride: America is running out of welders. By 2035, we’ll lose 43% of America's welding workforce. @PathRobotics is building robots to fill the gap. On episode 75, S3 went through Path's weld school and captured their journey from a $300K bet with their first customer to speaking before Congress.

RT @jasonjoyride: Tomorrow's episode of S3: the future of welding.

RT @AndrewLonsberry: We’re putting investors to the test: @JacklouisP from @RoboStrategy tried to out-weld the robots today. Who do you think did it better - Rove or Jack? Spoiler: Rove won.

Tomorrow, Obsidian hits the Automate Show floor. For years, Obsidian, Path Robotics' physical AI for manufacturing, lived inside welding cells. Trained on tens of millions of welded inches. Now it walks. Rove is the mobile embodiment of Obsidian. Come see it live at Booth 3431, South Hall, June 22–25.

RT @spaceandtech_: Path Robotics has developed a legged robot called Rove for large-scale industrial welding. It moves to the worksite and scans welding seams to understand their shape. Then, its AI performs welding and adjusts the process in real time.