Path Robotics
@PathRobotics
We're enabling robots to build so that humans can create.
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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?
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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
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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!
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@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.
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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.
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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.
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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.
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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.
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Tomorrow's episode of S3: the future of welding.
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.
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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.
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Rebuilding the fleet isn't a shipyard problem. It's a manufacturing problem.
We'll be at the @AmDefAlliance's Navy & Marine Corps Procurement Conference in Norfolk this week to talk about what autonomous welding actually looks like in a shipbuilding operation.
Find the @PathRobotics team. We'd love to talk.
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Introducing Rove™
Weld anything. Weld anywhere.
Rove™ embodies Obsidian™ — Path's physical AI model for manufacturing — on a legged mobile platform.
The result is the intelligence to autonomously weld with the mobility to bring the worker to the work.
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Saronic is rapidly advancing US shipbuilding to deliver autonomous ships at speed and scale.
Excited to share our work with @PathRobotics to integrate physical AI for welding robotics into our shipbuilding workflows in Franklin, LA – bringing together our world-class welders and advanced technologies to drive gains in safety, efficiency, and production quality.
Learn more about how we’re utilizing advanced manufacturing capabilities and techniques to accelerate production – today in Franklin, and tomorrow at our next-generation shipyard, Port Alpha:
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Today • 1 PM ET
Reindustrialization won’t be funded into existence. It has to be built.
30-min webinar w/ @PathRobotics CRO Heather Carroll: How Physical AI Will Rebuild American Manufacturing.
If you’re trying to ship more without waiting to hire, don’t miss it.
Register now →
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Reindustrialization won’t be funded into existence. It has to be built.
And right now, the constraint is physical capacity: welding hours + skilled labor.
Feb 11 • 1 PM ET
30-min webinar: How Physical AI Will Rebuild American Manufacturing w/ @PathRobotics CRO Heather Carroll.
What we’ll hit: labor bottlenecks, lead times, and how Physical AI for welding is being adopted to increase output on real parts.
Register →
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The bottleneck isn’t funding.
It’s throughput.
When welding capacity is the constraint, ship dates move, and everything slips.
Feb 11 • 1 PM ET
30-min webinar w/ @PathRobotics CRO Heather Carroll: How Physical AI Will Rebuild American Manufacturing
Register →
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