HII to award up to $900M to Path Robotics, GrayMatter Robotics
The signed agreements are designed to accelerate the development and deployment of advanced physical AI automation across US Navy shipbuilding programs, including aircraft carriers, submarines, destroyers, amphibious ships, future frigates and unmanned surface vessels.
American shipbuilding company HII has announced long-term performance-based production agreements with High-Yield Production Robotics (HYPR) team members GrayMatter Robotics and Path Robotics.
Under the agreements, HII intends to award up to USD 900 million in total shipbuilding work to Path Robotics and GrayMatter Robotics across seven years, contingent on the two companies meeting clearly defined technology and manufacturing readiness, and performance milestones outlined in the agreements, HII said.
“Together, we are defining a new approach to robotics in shipbuilding: automation that can adapt to extreme levels of complexity, mix, and size,” said Eric Chewning, executive vice president of maritime systems and corporate strategy at HII. “This collaboration represents a strategic investment in the future of American shipbuilding — strengthening industrial base resilience, expanding distributed shipbuilding capacity, feeding critical materials to our shipyards and workforce, and unlocking new production efficiencies essential to delivering the Navy’s growing fleet.”
The signed agreements are designed to accelerate the development and deployment of advanced physical AI automation across US Navy shipbuilding programs, including aircraft carriers, submarines, destroyers, amphibious ships, future frigates and unmanned surface vessels, HII said.
This sustained demand signal enables Path Robotics and GrayMatter Robotics to make significant long-term investments in robotics, autonomous systems, facilities and workforce required to deliver Navy-grade production at scale.
“Together with HII, we're proud to be building the shipyard of the future, unlocking distributed shipbuilding, and establishing a blueprint for strengthening America's maritime industrial base,” said Andy Lonsberry, CEO and co-founder of Path Robotics.
“This agreement represents an important milestone in bringing Factory SuperIntelligence to America's leading shipbuilding company,” said Ariyan Kabir, CEO and co-founder of GrayMatter Robotics. “By combining Physical AI with autonomous production systems, we're helping create manufacturing that learns, adapts, and improves over time, making complex shipbuilding faster, more resilient, and more scalable.
The agreements are structured in two stages: a Navy-grade development stage and a delivery stage.
