The manufacturing automation vendors GrayMatter Robotics and Path Robotics will provide physical AI across U.S. Navy shipbuilding programs, through a $900 million deal announced Thursday with the Virginia-based military shipbuilder HII. Under the agreements, HII intends to award up to $900 million in total shipbuilding work to Path and GrayMatter across seven years, contingent on the two companies meeting technology and manufacturing readiness targets. That sustained demand signal would enable Path and GrayMatter to make significant long-term investments in robotics, autonomous systems, facilities, and workforce required to deliver Navy-grade production at scale. "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.”