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Foundry Robotics

Category: Robotics / Embodied AI

Foundry Robotics builds and operates AI-powered autonomous factories that assemble complex electromechanical hardware for defense and commercial customers under a manufacturing-as-a-service model. Foundry Robotics was founded in 2025. The company is led by Adarsh Kulkarni. Based in Emeryville, California, United States. Total funding raised: $120M. Latest round: Series A. Key investors include Marlinspike Partners (lead), Khosla Ventures, Red Glass Ventures, SE Ventures, Wing VC, Axiom Ventures, Hanabi Capital, Zero Shot Fund, Garuda Ventures, Curata Ventures, Granite Hill Capital Partners, Alpha Square Group.

Founded
2025
Headquarters
Emeryville, California, United States
Total funding
$120M

Value proposition

Instead of retrofitting old factories or selling robots to manufacturers, Foundry builds and operates new robotic assembly factories where customers pay to have their products assembled. Customers go from design to production in weeks without building their own production lines.

Products and solutions

Manufacturing-as-a-Service from a 130,000 sq ft Emeryville factory, FoundryOS (robotic foundation model and factory operating system coordinating robotic cells, schedules and assembly), in-house end effectors (grippers, fasteners), Design for Robotic Assembly (DFRA), end-to-end digital traceability. Assembles quadcopters, unmanned underwater vehicles, quadruped robots, AMRs, telecom/compute hardware, wire harnesses and satellite subsystems.

Unique value

A generalized, software-defined factory built around manufacturing primitives (fastening, precise placement, cabling) that can switch between products quickly. Production data feeds back into the models, so each new product improves capability across all products.

Target customer

Defense primes and unmanned-systems makers, plus commercial hardware companies in energy, telecom/data-center, autonomous vehicles, robotics and aerospace.

Industries served

Defense, aerospace, telecom and data-center infrastructure, autonomous vehicles, energy, robotics, consumer robotics

Technology advantage

Fine-tuned robotics foundation models for assembly, proprietary FoundryOS factory software, in-house end effectors, and company-owned facilities designed for robotics from the ground up. Human technicians work alongside the robots rather than in a dark factory. ITAR registered and CMMC Level 2 compliant.

How they differentiate

Foundry focuses on high-mix, low-to-mid volume electromechanical assembly rather than parts fabrication. It uses foundation-model-driven generalized robotic cells instead of dedicated, single-product lines, and it owns and operates the factory instead of selling automation equipment.

Main competitors

Bright Machines, Hadrian, Re:Build Manufacturing

Key partnerships

Deep partnerships with robot arm and manipulator vendors (unnamed), HII (shipbuilder) as customer and partner

Notable customers

HII (America's largest shipbuilder), four other unnamed paying customers across energy, telecom, autonomous vehicles and defense

Major milestones

2025: founded by Adarsh Kulkarni and Emmanuel Lamacchia. Jan 2026: seed round led by Khosla Ventures. Oct 2026: $100M Series A led by Marlinspike Partners, announced alongside the 130,000 sq ft Emeryville factory. Disruptors60 Physical AI Class of 2026.

Growth metrics

About one year old. Five paying customers, with no single customer above roughly 20% of capacity. The 130,000 sq ft Emeryville facility is reported to give 20x its prior capacity. Named to the Disruptors60 Class of 2026 (Physical AI). The seed amount is reported inconsistently across sources ($13.5M, $19M, $20M).

Market positioning

A 'New American Factory' for onshore, flexible, autonomous assembly serving defense and critical industries. It is part of the reindustrialization wave alongside Hadrian and Re:Build.

Geographic focus

United States (onshoring of American manufacturing)

About Adarsh Kulkarni

Ex-Ghost Robotics (helped develop legged robots for military applications); Scale AI's first head of robotics; University of Pennsylvania (Robotics MSE '21).

Latest news about Foundry Robotics

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