Bedrock Robotics raises $600 million to put autonomous excavators on more U.S. sites

Bedrock Robotics has raised $600 million to put more autonomous heavy equipment to work on U.S. construction sites. The Series C, announced October 26, 2026, values the company at $4.1 billion after the investment and follows what Bedrock says were its first fully autonomous excavators performing paid work on live commercial sites in August.

CapitalG and Emergence Capital co-led the round, which brings Bedrock’s total funding to nearly $1 billion. New investors included US Innovative Technology Fund, Bessemer Venture Partners and Temasek. Existing backers participating included NVIDIA, 8VC, Georgian, Valor Equity Partners, Xora, Eclipse and Perry Creek Capital.

Bedrock says the money will fund more commercial deployments and the field, commercial and operational infrastructure behind them. The company says its customer volume has more than doubled since 2025, though it did not disclose the underlying customer count. Its stated priority is making autonomy a dependable part of contractors’ everyday work.

Retrofitting the machines contractors own

Founded in 2024 and based in San Francisco, Bedrock is led by former Waymo engineers. Its approach is to retrofit existing heavy equipment with autonomous systems rather than ask contractors to replace their machines. It is starting with excavators, while working toward mixed fleets that can coordinate their activity across a job site.

The company dates its paid autonomous excavator milestone to mid-August 2026. CEO and co-founder Boris Sofman said those machines have performed useful work alongside existing crews and workflows. He described the next stage as delivering that capability dependably to more contractors, with stronger field operations supporting every machine.

“The next challenge is delivering that capability to more contractors as a dependable part of how projects get built.”

Boris Sofman, co-founder and CEO of Bedrock Robotics

Haydon starts in Texas, with more tasks planned

Haydon is the latest contractor deploying Bedrock’s technology, at a remote Texas site where crews will use it for fully autonomous earthwork. The employee-owned contractor, based in Tempe, Arizona, plans to extend its use across building and heavy civil projects, including advanced manufacturing, transportation, water and wastewater, data centers and healthcare facilities.

As the partnership develops, Haydon also plans to test trench work and automation of larger machine models. Those remain planned applications, rather than capabilities announced as deployed. Haydon CEO and Chair Katie Haydon said the hoped-for benefits include safer, more predictable sites and more work completed without adding strain to crews.

Bedrock also named customer additions that extend its footprint beyond the West and Central South into the Midwest and South Atlantic:

• Wagner Construction in Minnesota, Clarkson Construction in Missouri and Native Excavating in Colorado.
• Smith Trucking Company in Florida, B&S Site Development in Virginia and C.W. Matthews in Georgia.
• Selected ArchKey Solutions projects in Arkansas.

Building the team behind the equipment

To support the growing site footprint, Bedrock has added executives with experience deploying autonomous and other complex physical systems. Amy Jones Satrom joins as vice president of operations after roles at Amazon, Nuro and Uber. Lando Juarez joins as general counsel after leading legal work for Uber’s Autonomous Mobility & Delivery business.

Juarez’s previous work included commercial partnerships and regulatory pathways for driverless vehicle deployments across multiple markets. Bedrock places both appointments within its effort to build the operating foundation for a larger construction business, alongside the new capital and contractor deployments.