We get asked a lot when will Physical AI systems start getting deployed and start generating real revenue The answer is it’s already happening. @PathRobotics just signed a $600m contract with one of the largest shipbuilders in the world x.com/Rewkang/status/208539554…
Path has signed a $600M+ agreement with @wearehii (part of the $900M HII HYPR project). When I started Path eight years ago, I believed AI and robotics could give the world abundant skilled labor, helping people build the things that matter. Stronger infrastructure. A revitalized industrial base. The ships, factories, and critical systems our country depends on. Today is a major step toward that vision. In this agreement we'll deliver not only welding, but also dexterous assembly, enabling raw components to be turning into finished products. Unlocking throughput that was previously impossible, and unthinkable, without physical AI. Path was never just a welding company. The goal was always physical AI for all manufacturing and excited to take that next step at scale. Time to keep building.
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