FieldAI
FieldAI builds physics-first foundation models that act as safety-aware brains for robots.
On the record
Checkpoint: Hyundai decides whether Atlas humanoid standardizes on FieldAI's brain or a rival/in-house system
The call
FieldAI has serious science and famous backers, but its biggest customers are also building their own robot brains, and no locked-in deal or disclosed revenue yet proves the model sticks.
FieldAI builds software that helps robots think and move safely, starting from physics and engineering basics rather than just copying human behavior from videos. The company has backing from major investors like Jeff Bezos and NVIDIA, plus partnerships with companies like Hyundai and Boston Dynamics. However, copying this kind of software is getting easier as companies like Skild AI (which has seven times more money) and Google DeepMind ship working products today, and the real problem is that FieldAI's biggest partners, including Hyundai and Tesla, are all building their own robot brains in-house instead of buying from outside. The one thing that could save FieldAI is if Hyundai actually uses its software to power the Atlas robot when it ships in 2028, which would prove the model works at scale, but right now it looks like Hyundai is just testing and may build its own system instead.
Why
01
AI pressure: Skild AI and Physical Intelligence. Both rivals ship robot-brain models now, backed by 7x and 2.8x more capital, while FieldAI's tech stays unproven at scale. Could AI do the core job? Yes, likely.
02
Bigger players: Google DeepMind Gemini Robotics. Gemini Robotics already runs live with Boston Dynamics, the same partner FieldAI needs to lock in for Atlas. Could a giant copy it? Yes, easily.
03
What protects it. JPL and DARPA-honed safety architecture plus deep-pocketed backers (Bezos, Gates, NVIDIA, Hyundai) buy runway to prove the tech works.
What would change this call
Whether Boston Dynamics' Atlas humanoid ships in 2028 with FieldAI, Gemini Robotics, or an in-house brain. Shows if FieldAI's key partner became a locked customer or a rival.
FieldAI discloses named enterprise customers with retention or expansion metrics. Would confirm real paying demand beyond vendor-sourced claims.
FieldAI closes a new funding round narrowing the gap to Skild AI's $14B or Physical Intelligence's $5.6B valuation. Shows whether FieldAI can keep pace financially with better-funded rivals.
FieldAI discloses named enterprise customers with retention or expansion metrics. Would confirm real paying demand beyond vendor-sourced claims.
FieldAI closes a new funding round narrowing the gap to Skild AI's $14B or Physical Intelligence's $5.6B valuation. Shows whether FieldAI can keep pace financially with better-funded rivals.
Key numbers
- $405M raised, $2B valuation
- Skild AI valued at $14B vs FieldAI's $2B
- Headcount grew from 130 to 259 employees
Named risks
- Key hardware partner Boston Dynamics also partners with Google DeepMind on humanoid AI, threatening FieldAI's Atlas access.
- Funding gap versus Skild AI ($14B) and Physical Intelligence ($5.6B) versus FieldAI's $2B could limit compute and talent access.
- No public revenue or named customer disclosure beyond Hyundai/Boston Dynamics as of mid 2026.
- Customers like Tesla, Figure AI, and 1X Technologies are simultaneously building in-house competing robot brains.
- Atlas humanoid integration remains speculative, with Hyundai's roadmap targeting a distant 2028 deployment.
Rivals, as read in July 2026
| Rival | Direction | Evidence |
|---|---|---|
| Skild AI | losing to | Raised $1.4B at $14B valuation in Jan 2026, 7x FieldAI's $2B; acquired Zebra robotics unit Apr 2026 |
| Physical Intelligence | losing to | Valued near $5.6B as of Jul 2026, nearly 3x FieldAI's $2B valuation |
| Google DeepMind (Gemini Robotics) | losing to | Already partnered with Boston Dynamics on humanoid AI while FieldAI's Atlas role stays unconfirmed as of Feb 2026 |
| Hyundai Motor Group / Boston Dynamics | contesting | Invested in FieldAI Feb 23, 2026 for Spot pilots, but also building own Atlas humanoid roadmap for 2028 |
| NVIDIA (Isaac/Cosmos) | contesting | Investor via NVentures and deepened Omniverse partnership Mar 2026, yet runs a competing robotics platform |
Questions people ask
- Is FieldAI profitable in 2026?
- FieldAI has not disclosed revenue or profitability. It is privately funded, having raised $405M across Series A and A1 rounds to reach a $2B valuation on August 20, 2025, with no public revenue figures reported as of mid 2026.
- Who are FieldAI's biggest competitors?
- Skild AI, valued around $14B after a $1.4B raise in January 2026 and its April 2026 acquisition of Zebra Technologies' robotics unit, and Physical Intelligence, valued near $5.6B, both dwarf FieldAI's $2B valuation in the robot foundation model race.
- Could Boston Dynamics replace FieldAI with Google DeepMind?
- Boston Dynamics already partners with Google DeepMind on Gemini Robotics for humanoid AI while separately piloting FieldAI's FFM software on Spot robots since Hyundai's February 23, 2026 investment; formal Atlas humanoid integration with FieldAI remains unconfirmed as of 2026.
- Who owns FieldAI?
- FieldAI is privately held, backed by Jeff Bezos, Bill Gates, NVIDIA's NVentures, Temasek, Samsung, Khosla Ventures and others after a $405M raise valued the company at $2B on August 20, 2025; Hyundai Motor Group added a strategic investment in February 2026.
- Will FieldAI's deal with Hyundai's Atlas humanoid happen?
- As of February 23, 2026, Hyundai's investment in FieldAI is tied to Spot robot deployments; Atlas humanoid integration is described in reporting as speculation, with Hyundai's own Atlas roadmap targeting a 2028 deployment date.
- How much funding has FieldAI raised compared to rivals?
- FieldAI has raised $405M total, reaching a $2B valuation on August 20, 2025, versus Skild AI's $1.4B round and $14B valuation in January 2026, roughly seven times FieldAI's valuation.
Timeline
- 2026-07-27Hyundai Motor Group outlines strategy to become a physical AI company
- 2026-06-07FieldAI headcount reaches 259, up 33% quarter over quarter per Caplight
- 2026-05-07FieldAI named to Fast Company Top 10 Most Innovative AI Companies
- 2026-04Skild AI acquires Zebra Technologies' robotics automation business
- 2026-03-15FieldAI deepens NVIDIA Omniverse integration for sim to deployment flywheel
- 2026-02-23Hyundai Motor Group invests in FieldAI, ties partnership to Spot and Atlas
- 2026-01Skild AI raises $1.4B at roughly $14B valuation
- 2025-10-13FieldAI leases 41,000 sq ft Irvine HQ, up from 13,000 sq ft
- 2025-08-20FieldAI raises $405M, hits $2B valuation backed by Bezos and Gates
Revision history
29 July 2026
First assessed. Losing its protection. The text above is fixed as of this date and is not edited afterwards.
In the same band
Sources
- Robotics startup FieldAI, backed by Gates and Bezos, hits $2B valuation (2025-08-20)
- Field AI Review 2026: Physical AI for Autonomous Robotics (2026-06-29)
- Hyundai Motor Group Invests in U.S. Robotics Firm FieldAI (2026-02-23)
- FieldAI Raises $405M for $2B Valuation (2025-09-01)
- What is Field AI? Profile, leadership & funding, Komo
- FieldAI Accelerates Industrial Customers' Adoption of AI in Collaboration with NVIDIA (2026-03-15)
- FieldAI Robotics Growing, Will Need More Space (2026-05-07)
- Valuation, Funding Rounds & Stock Price (2026-06-07)
- Robotics startup FieldAI raises $314 million in new funding (2025-08-20)
- $2B-Valued FieldAI Moves to Irvine (2025-10-13)
- FieldAI valuation, funding & news (2025-07-28)
- Report: FieldAI Business Breakdown & Founding Story (2026-06-17)