Bedrock Robotics Secures $600 Million for Autonomous Excavators

Bedrock Robotics has secured $600 million in Series C funding at a $4.1 billion valuation. The round, co-led by CapitalG and Emergence Capital, brings the company's total funding to nearly $1 billion since its 2024 founding by former Waymo engineers. New investors include US Innovative Technology Fund, Bessemer Venture Partners, and Temasek, alongside existing backers 8VC, Georgian, Valor Equity Partners, Xora, Eclipse, Perry Creek Capital, and NVIDIA. The capital injection fuels a commercial push for autonomous excavators amid a severe construction labor crisis.

Fully autonomous excavators began performing paid work on active construction sites in August 2026. The funding arrived just two months after this shift from testing to commercial deployment. Bedrock's customer base has more than doubled since 2025.

New Leadership and Expanded Customer Base Drive Commercial Deployment

The funding supports expanded operations as Bedrock adds key executives and deploys autonomous excavators at active commercial sites across multiple U.S. regions. Amy Jones Satrom joined as vice president of operations, bringing experience from Amazon, Nuro, and Uber. Lando Juarez joined as general counsel, formerly leading legal for Uber's Autonomous Mobility & Delivery business.

New deployments span a wide range of firms and regions. The company has expanded its regional partnerships to include Minnesota, Florida, Georgia, Missouri, and Virginia.

Excavators with Bedrock technology are operating commercially at a Nevada water treatment facility, Champion Site Prep's Texas earthworks site, and a 1.2 million-cubic-yard civil earthworks project with Zachry Construction Corporation. Deployments cover data centers, healthcare facilities, and heavy civil infrastructure. Haydon, a new partner, plans to expand autonomous equipment use to building, heavy civil, trenching, and larger equipment projects at advanced manufacturing, water supply, wastewater, data center, and healthcare facilities.

Addressing Critical Construction Labor Shortages with Proven Technology

The push for autonomy addresses acute workforce challenges. Construction labor constraints include 20% of workers being over 55, with more than 40% expected to retire in the next five years. Eighty-seven percent of construction firms report openings for hourly craft positions, and 88% say these roles are as hard or harder to fill than a year ago. These shortages contribute to project delays, with large construction projects averaging 20% over schedule and 80% over budget.

Bedrock's technology is retrofitted onto existing heavy equipment, beginning with excavators. It operates alongside construction personnel and existing workflows without requiring replacement of current equipment fleets. The company focuses on autonomous excavators due to a severe shortage of qualified operators, a role that requires at least five years of training. Co-founder and CEO Boris Sofman stated the company's core achievement. "We have proven that fully autonomous excavators can perform real work of value alongside the crews and workflows already in place on job sites," Sofman said.

It plans to use the new funds for deploying technology at more sites and expanding field, commercial, and operational teams. The long-term target is an industry needing to fill approximately 1.7 million skilled trade positions annually through 2035. Bedrock plans to expand beyond excavators to mixed fleets of autonomous construction equipment across commercial construction sites in the U.S.