XDOF, just three months out of stealth, is in talks for a Series B at a $1.2B valuation

“XDOF, a robotics data‑collection startup that emerged from stealth in early 2026, is in late‑stage talks to raise a Series B at a $1.2 billion valuation led by 8VC. The company, founded by UC Berkeley researchers Philipp Wu and Fred Shentu, has already generated nearly $50 million in annualized revenue and is building the largest pipeline of high‑quality robot‑training data, dubbed ABC, through a combination of remote teleoperation and egocentric human data collection. With a growing roster of 20 customers that includes frontier AI labs, XDOF is positioned to become the Scale AI of physical robotics, addressing a critical bottleneck for U.S. firms developing general‑purpose robots. The influx of capital could accelerate the deployment of autonomous systems in manufacturing, logistics, and consumer products, potentially creating new high‑skill jobs and boosting U.S. competitiveness in the global robotics market. Expert Analysis: XDOF’s rapid valuation surge signals a broader shift toward data‑centric infrastructure in robotics, a sector that has lagged behind software AI in funding. If the company scales its data supply chain, U.S. robotics firms could reduce development timelines and costs, positioning America as a leader in autonomous technology and reshaping supply chains across multiple industries.”