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Bedrock, A.I. Start-Up for Construction, Raises $270 Million
The year-old company, founded by Waymo veterans, aims to automate excavators and other building equipment.
Feb. 4, 2026 at 7:31am
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Bedrock Robotics, a San Francisco-based startup founded by former Waymo employees, has raised $270 million in a new funding round led by CapitalG and Valor Atreides A.I. Fund. The company is developing AI-powered technology to automate excavators and other heavy construction equipment, with the goal of increasing efficiency and productivity on job sites.
Why it matters
Bedrock's technology could help address the construction industry's labor shortage by augmenting human workers rather than replacing them. The ability to automate construction equipment could also speed up the building of critical infrastructure like factories and data centers.
The details
Bedrock's technology can be added to existing equipment from major manufacturers like Caterpillar, John Deere, and Komatsu. The company is initially focusing on automating excavators, with plans to expand to other types of construction equipment like demolition machines. Bedrock's founders and early employees previously worked at Waymo, giving them experience in deploying sensors and AI on large autonomous vehicles.
- Bedrock Robotics was founded roughly a year ago.
- The $270 million funding round was announced on February 4, 2026.
The players
Bedrock Robotics
A San Francisco-based startup developing AI-powered technology to automate construction equipment like excavators.
Boris Sofman
The co-founder and CEO of Bedrock Robotics, who previously worked at Waymo.
CapitalG
An investment arm of Alphabet, Google's parent company, that led Bedrock's $270 million funding round.
Valor Atreides A.I. Fund
A venture capital fund that co-led Bedrock's $270 million funding round.
Trey Taparauskas
The CEO of Champion Site Prep, a construction contractor in Austin, Texas, that is testing Bedrock's products.
What they’re saying
“We've seen how powerful these A.I. approaches are on the digital side. What's fun here is that it's very practical.”
— Boris Sofman, Co-founder and CEO, Bedrock Robotics (nytimes.com)
“We're always stretched thin. Tighter immigration policies have further restricted the industry's labor pool in recent years.”
— Trey Taparauskas, CEO, Champion Site Prep (nytimes.com)
“They developed their technology so fast that it blew our minds. We're three to five years ahead of where I would have expected to be when we first met these guys.”
— Trey Taparauskas, CEO, Champion Site Prep (nytimes.com)
What’s next
Bedrock plans to continue expanding its technology to automate a wider range of construction equipment, with the goal of helping contractors finish more projects more quickly.
The takeaway
Bedrock's AI-powered construction automation technology could help address the construction industry's labor shortage and speed up the building of critical infrastructure, demonstrating the practical applications of AI in the physical world.
