RobCo raises USD $100m to scale Physical AI robotics
RobCo has raised USD $100 million in a Series C funding round as it expands its autonomous industrial robotics business in the United States and Europe.
Lightspeed Venture Partners and Lingotto Innovation co-led the round. Sequoia Capital also took part, alongside Greenfield Partners, Kindred Capital, Leitmotif and The Friedkin Group.
RobCo develops robotic systems for industrial settings. The company links its robotics work to what it calls Physical AI, which it describes as AI systems that learn and act in physical environments. RobCo runs operations in Munich, San Francisco and Austin.
"With $100 million of additional funding, we will become the dominant AI robotics company for manufacturing in the U.S. and Europe," said Roman Hölzl, CEO and Founder of RobCo. "This will allow us to execute on our purpose of automating the ordinary, so humans can do the extraordinary."
Investor mix
The latest round includes a mix of venture capital and strategic investors. Lingotto Innovation is the investment arm of the Agnelli family, which is associated with Fiat. Leitmotif is linked to Volkswagen.
RobCo said the group of investors includes firms focused on technology companies and industrial backers with ties across manufacturing.
Product approach
RobCo said it built its business around a modular robotics architecture. It said the design lets it configure robots for different industrial workflows by adjusting kinematics and hardware configurations.
The company said it develops hardware and software as a single platform. It said its robots can learn task-specific skills through demonstration and self-learning rather than manual programming. It also said the approach changes how customers deploy and iterate systems in production environments.
RobCo said it delivers its systems through a recurring robotics-as-a-service model. It listed machine tending, palletising, dispensing and welding as example workflows.
US expansion
RobCo entered the United States in 2025. It now operates in San Francisco and Austin.
The company described the US market as a strategic priority. It pointed to labour constraints, reshoring initiatives and operational complexity as factors shaping automation decisions by manufacturers.
RobCo said it has deployments in industrial environments with customers that include BMW, DynaEnergetics, Fabricated Extrusion Company, T-Systems and Rosenberger.
Investor views
Lightspeed previously led RobCo's Series B round. Alexander Schmitt commented on the firm's decision to invest again.
"After leading RobCo's Series B, we're excited to double down and co-lead this $100 million round. Our bar is exceptionally high, and RobCo has continued to raise the standard for what modern robotics can look like in real-world production," said Alexander Schmitt, Lightspeed. "RobCo has what it takes to build a global champion: systems that already deliver in industrial environments today and a platform grounded in Physical AI that can scale across use cases and geographies. This investment supports RobCo's expansion with a focus on the U.S. and the continued development of a roadmap that compounds learning and grows capability over time."
Lingotto Innovation also framed the investment around automation trends in manufacturing. The firm positioned autonomy as a competitive factor for factories and production lines.
"Manufacturing is entering a new phase where autonomy will be a decisive advantage. RobCo stands out because it brings Physical AI into real production environments, combining proven deployment today with a clear, step-by-step path toward higher autonomy - allowing learning systems to support people where it matters most on the factory floor," said Morgan Samet, Managing Partner & Co-Head of Lingotto Innovation.
The company said it plans to use the funding to expand deployments and increase its US presence. It also said it will continue work on its Physical AI roadmap as it seeks wider adoption of its robotics systems across industrial sites.