By India Piercy ·

Foundry Robotics Raises $100M to Build Autonomous Factories for American Manufacturing

Foundry Robotics raises $100 million led by Marlinspike Partners to expand a 130,000-square-foot California factory using AI-powered robotic assembly.

Foundry Robotics has raised $100 million in Series A funding to expand its autonomous manufacturing operations and build factories capable of assembling complex industrial hardware using artificial intelligence.

The round was led by Marlinspike Partners, with participation from Khosla Ventures, Red Glass Ventures, SE Ventures, Wing VC, Axiom Ventures and other investors.

The Emeryville, California-based company is expanding into a 130,000-square-foot manufacturing facility, approximately twenty times the size of its previous operation.

The Problem With Traditional Manufacturing

Industrial automation has historically been most effective when factories produce large numbers of identical products.

Automotive manufacturers, for example, can justify investing millions of dollars in specialized robots because production lines may repeat the same operations for years.

But many industries need smaller production batches and frequent design changes.

Defense technology companies, aerospace suppliers and robotics startups often develop complex hardware in comparatively limited quantities.

Manufacturing these products can require substantial manual labor, expensive tooling and frequent changes to production processes.

That makes conventional automation difficult to justify economically.

Foundry is attempting to change this equation.

How Its Autonomous Factory Works

Foundry combines robotic arms, computer vision, AI models and manufacturing software to automate complex assembly operations.

Instead of programming a robot exclusively for one repetitive task, the company wants robotic systems that can adapt to different products and manufacturing requirements.

Its approach combines AI-powered robotic cells with human manufacturing expertise.

The company is also developing FoundryOS, a software platform intended to coordinate manufacturing operations and improve robotic performance using data collected from production.

As robots complete more assembly tasks, Foundry wants to use those experiences to improve their ability to handle new operations.

This could reduce the engineering effort needed to automate unfamiliar products.

However, reliable assembly involves complex physical interactions, including gripping, alignment, fastening, wiring and inspection.

Errors that appear small during a demonstration can become expensive when repeated across thousands of manufactured units.

Foundry Is Selling Manufacturing, Not Robots

Foundry's business model differs from that of companies selling industrial robots or automation software.

It aims to own and operate manufacturing facilities, producing finished products for customers.

Its targeted applications include drones, autonomous vehicle components, satellite assemblies, industrial electronics and defense hardware.

This model gives Foundry greater control over production systems and the data generated by its machines.

It also exposes the business to the economics of operating physical factories.

Equipment utilization, manufacturing defects, labor requirements and production schedules directly affect profitability.

A robotic system can be technologically advanced without making the underlying factory economically competitive.

Who Founded Foundry Robotics?

Foundry was co-founded by Adarsh Kulkarni and Emmanuel Lamacchia.

Kulkarni previously worked at Ghost Robotics and led robotics initiatives at Scale AI.

Lamacchia brings manufacturing experience from Tesla, including responsibilities associated with the Model Y production program.

The founding team's strategy combines AI model development with practical manufacturing expertise.

Foundry was established in 2025 and is pursuing a vertically integrated model in which the company develops its robotics technology while operating its own manufacturing facilities.

Why American Manufacturing Matters

The United States has renewed its focus on domestic manufacturing capacity, particularly for defense technology, aerospace and strategically important hardware.

Many companies face difficulties sourcing components and producing complex products domestically at competitive prices.

Foundry's proposition is that flexible robotic automation could allow more products to be manufactured in the United States without relying entirely on traditional labor-intensive assembly.

But achieving this requires solving both technical and economic challenges.

Robots must perform tasks reliably, while factories must deliver competitive pricing, quality and production timelines.

What Comes Next?

The $100 million investment will support Foundry's new Emeryville facility, additional robotics research and the expansion of manufacturing operations.

The company has not disclosed a valuation or detailed financial performance alongside the announcement.

Its next milestone is demonstrating that autonomous assembly works across multiple customer products under real commercial conditions.

Foundry's most important challenge is proving that flexible robotic factories can manufacture complex hardware more efficiently than conventional production methods.

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