Congressional Robotics Caucus
This week, Path CRO Heather Carroll joined the Congressional Robotics Caucus in DC to talk about a simple but uncomfortable reality:
You can pour trillions into infrastructure, shipyards, and AI data centers. But without welders and fabricators, nothing gets built. The projects stop.
Many thanks to A3 - Association for Advancing Automation and to Reps. Jim Jim McGovern (MA), Bob Latta (OH), Jay Obernolte (CA), and Haley Stevens (MI) for hosting an insightful, bipartisan conversation about the future of robotics in America.
We shared two stories that made this very real in the room:
Transformers that once took months now take years.
An AI infrastructure company with tremendous growth (↑ 134% YoY), yet punished by the market after reporting that critical data center components were behind schedule.
“Delivery of a new transformer ordered today could take up to three years. Five years ago, that wait time was four to six weeks.”
America is held back by physical capacity, not by ambition or capital.
This is why Path is building Physical AI for manufacturing. Path welding cells help manufacturers multiply the impact of their existing teams and turn investment into real transformers, poles, ships, and data center infrastructure.
We were honored to be part of the conversation in DC alongside other industry leaders (Boston Dynamics, Intrinsic, Teradyne Robotics, Mahoning Technical Center, and Lorain County Community College) to help bring these challenges into the national spotlight.