40 verified U.S. robotics and Physical AI rounds of $50M or more, $24.6B in total, with segment, lead investors and sources.
| Company | Segment | Round | Amount ($M) | Date | Led by | HQ | Source |
|---|---|---|---|---|---|---|---|
| Anduril | Defense autonomy | Series H $5B(valued at $61B) | 5000 | 2026-05-13 | Thrive, a16z | Costa Mesa | Link |
| Shield AI | Defense autonomy | Series G $2B(valued at $12.7B) | 2000 | 2026-03-26 | Advent, JPMorgan | San Diego | Link |
| Saronic | Defense autonomy | Series D $1.75B | 1750 | 2026-03-31 | Kleiner Perkins | Austin | Link |
| Atoms（Travis Kalanick） | Humanoid & general-purpose | $1.7B | 1700 | 2026-07-22 | a16z | Los Angeles (most roles in SF) | Link |
| Skild AI | Humanoid & general-purpose | Series C $1.4B(valued at $14B+) | 1400 | 2026-01-14 | SoftBank | Pittsburgh / San Mateo | Link |
| Hadrian | Industrial & warehouse | Series D $1.37B | 1370 | 2026-08-06 | WCM, Valor and others | Torrance | Link |
| Waabi | Delivery, drones & AV | Series C $750M + Uber $250M | 1000 | 2026-01-28 | Khosla, G2VP | Toronto / San Francisco | Link |
| World Labs | Robot data, simulation & models | $1B | 1000 | 2026-02-18 | Autodesk, AMD, NVIDIA and others | San Francisco | Link |
| Mind Robotics | Humanoid & general-purpose | Series A $500M + $400M | 900 | 2026-05 | Accel, a16z; later round Kleiner Perkins | Palo Alto | Link |
| Mach Industries | Defense autonomy | Series C $300M + $600M | 900 | 2026-09-10 | Infinite, Ribbit, Sequoia and others | Huntington Beach | Link |
| Agility Robotics | Humanoid & general-purpose | SPAC listing, expected to raise $620M+ (pending approval) | 620 | 2026-07-05 | Churchill Capital XI | Salem, OR | Link |
| Physical Intelligence | Humanoid & general-purpose | Series B $600M | 600 | 2025-11-25 | CapitalG, Lux | San Francisco | Link |
| Generalist AI | Humanoid & general-purpose | Series B $400M + about $200M(valued at $3B) | 600 | 2026-08-25 | Radical Ventures; extension 8VC | San Mateo | Link |
| Zipline | Delivery, drones & AV | $600M+(valued at $7.6B) | 600 | 2026-01-22 | Fidelity, Baillie Gifford and others | South San Francisco | Link |
| Apptronik | Humanoid & general-purpose | Series A $520M extension (Series A total $935M+) | 520 | 2026-02-11 | B Capital, Google and others | Austin | Link |
| General Intuition | Robot data, simulation & models | Seed $133.7M + Series A $320M | 454 | 2026-06-25 | Khosla, General Catalyst | New York | Link |
| Rhoda AI | Humanoid & general-purpose | Series A $450M | 450 | 2026-03 | Premji Invest | Palo Alto | Link |
| Neros | Defense autonomy | Series B $75M + Series C $250M | 325 | 2026-08-14 | Sequoia and others | El Segundo | Link |
| Mariana Minerals | Industrial & warehouse | Series B $310M | 310 | 2026-08-03 | Khosla | San Francisco | Link |
| Odyssey | Robot data, simulation & models | Series B $310M | 310 | 2026-06-17 | Natural Capital | Menlo Park | Link |
| Walden Robotics | Humanoid & general-purpose | Seed $300M(valued at $1.1B) | 300 | 2026-07-15 | Toyota-affiliated funds | Cambridge, MA | Link |
| Bedrock Robotics | Industrial & warehouse | Series B $270M(valued at $1.75B) | 270 | 2026-02-04 | CapitalG, Valor | San Francisco | Link |
| Gatik | Delivery, drones & AV | Series D $200M | 200 | 2026-08-25 | QIA, Koch | Santa Clara | Link |
| Allen Control Systems | Defense autonomy | Series B $200M | 200 | 2026-06-09 | Smash Capital | Austin | Link |
| Glydways | Delivery, drones & AV | Series C $170M | 170 | 2026-04 | Suzuki, Khosla | San Francisco | Link |
| Sunday Robotics | Humanoid & general-purpose | Series B $165M | 165 | 2026-03-12 | Coatue | Mountain View | Link |
| Lyte | Industrial & warehouse | Series C $165M(valued at $1.6B) | 165 | 2026-09-02 | Maverick Silicon | Sunnyvale | Link |
| Reliable Robotics | Delivery, drones & AV | $160M | 160 | 2026-04 | Nimble Partners | Mountain View | Link |
| BRINC | Delivery, drones & AV | $125M | 125 | 2026-07-14 | Motorola Solutions | Seattle | Link |
| Machina Labs | Industrial & warehouse | $124M | 124 | 2026-02-04 | Woven Capital and others | Los Angeles | Link |
| TerraFirma | Industrial & warehouse | Series A $115M | 115 | 2026-07-14 | Kleiner Perkins | Austin | Link |
| Skydio | Delivery, drones & AV | Series F $110M(valued at $4.4B) | 110 | 2026-04-28 | Existing investors | San Mateo | Link |
| Maven Robotics | Industrial & warehouse | Series A $100M | 100 | 2026-09-10 | RoboStrategy | Santa Clara | Link |
| RobCo | Industrial & warehouse | Series C $100M | 100 | 2026-01-29 | Lightspeed | Munich / Austin | Link |
| Scout AI | Defense autonomy | Series A $100M | 100 | 2026-04-29 | Align, Draper | Sunnyvale | Link |
| HavocAI | Defense autonomy | Series A $100M | 100 | 2026-05-15 | — | Providence | Link |
| XDOF | Robot data, simulation & models | Series A $70M (Series B in talks at about $1.2B) | 70 | 2026-06-17 | Thrive, a16z and others | San Mateo | Link |
| Poseidon Aerospace | Delivery, drones & AV | Series A $60M | 60 | 2026-09-09 | TQ Ventures | Alameda | Link |
| Encord | Robot data, simulation & models | Series C $60M | 60 | 2026-02 | Wellington | SF / London | Link |
| RoboForce | Industrial & warehouse | $52M | 52 | 2026-03-20 | YZi Labs | Milpitas | Link |
Compiled by ANSIOLABS from public sources and our own research. Last updated Nov 4, 2026 · 129 Physical AI companies across the value chain · Physical AI research library: 163 reports, papers, datasets and cases