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HardTech Reads: AI & Robotics Revolution · Jul 4, 2026

The world doesn't fix itself. These startups are trying — Vol. 2 🌍🏭🚀

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Paulina Szyzdek / HardTech VC · HardTech Reads: AI & Robotics Revolution

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Tomorrow the United States turns 250. The Semiquincentennial marks two and a half centuries since a group of founders bet everything on an unproven idea and then built a country around it. I can’t think of a better way to honor that anniversary than this list. The founders below are doing the 2026 version of the same bet: rebuilding the country’s factories, grid, shipyards, mines and defense with their own hands. Independence in 1776 was declared. In 2026, it’s being reinforced!

A year ago I published Vol. 1: 100 of my favorite HardTech startups fixing what’s broken across energy, space, defense and manufacturing.

Since then, the movement has gotten bigger, louder and far more organized. A whole new cohort of founders has shown up since that first list — and they deserve a post of their own.

I wrote in Vol. 1 that “these are not just companies, they are missions.” That’s even more true today. The new wave goes deeper into the unglamorous foundations of the physical world: grid transformers, tungsten mines, tool-and-die shops, shipyards, chemical synthesis, battlefield power. The stuff nobody tweets about until it breaks.

A few examples of what these teams are doing:

  • Rebuilding the grid, transformer by transformer (Terminus Industrials, Resolute Grid, Standard Electron)

  • Chasing fusion while selling radiation testing along the way (Fuse)

  • Moving semiconductor fabs into orbit (Besxar)

  • Giving factories brains, eyes and hands (Atomic Industries, Deterrence, Formic, GrayMatter Robotics, Xenops)

  • Reshoring critical minerals, molecule by molecule and mine by mine (Mithril Mining, Durin, Solugen, DigiChem)

  • Building entire new towns for people who build things (California Forever, Proto-Town)

  • Putting warships on autopilot (Saronic, Blue Water Autonomy, Forterra)

Because the grid is the bottleneck for AI, EVs and everything electric — and most US transformers are older than the engineers replacing them. Because Ukraine proved that drones, autonomy and production capacity decide modern conflicts. Because China controls the majority of tungsten, rare earths and battery materials. And because a generation of founders watched SpaceX and Anduril prove that startups can out-build primes — and decided factories, shipyards and mines were next.

Full list 👇

  1. Air - AI platform for defense readiness and sustainment (formerly Govini )

  2. Altana - AI map of global supply chains / Altana

  3. Anatar - Automated textile and soft goods manufacturing for aerospace / Anatar

  4. Arc - High-performance electric boats / Arc

  5. Atomic Industries - AI-powered tool and die manufacturing / Atomic Industries

  6. Atomic Machines - Micromanufacturing platform for MEMS and microdevices / Atomic Machines

  7. Augury - Machine health AI and predictive maintenance / Augury

  8. Besxar - Orbital semiconductor foundries (”Fabships”) / BESXAR

  9. Blue Water Autonomy - Autonomous ships for the open ocean / Blue Water Autonomy Inc.

  10. Brynhild Industries - Deployable infrastructure and front-line manufacturing / Brynhild Industries

  11. California Forever - A new city — and manufacturing park — in Solano County / California Forever

  12. Cambium - AI-designed advanced materials for extreme environments / Cambium

  13. Cellares - Automated cell therapy manufacturing / Cellares

  14. Deterrence - Autonomous manufacturing for the industrial base / Deterrence

  15. DigiChem - On-demand custom chemical synthesis, made in the USA / DigiChem

  16. Durin - Drilling automation for mineral exploration / Durin

  17. Extropic - Thermodynamic computing chips / Extropic

  18. Formic - Robots-as-a-service for American factories / Formic

  19. Forterra - Autonomous ground vehicles / Forterra

  20. Foundation - Humanoid robots for industrial work

  21. Fuse - Fusion energy and nuclear effects testing / Fuse

  22. Gallatin - AI for logistics / Gallatin AI, Inc.

  23. GrayMatter Robotics - AI robots for sanding, finishing and coating / GrayMatter Robotics

  24. Hedral - Automating building design and engineering / Hedral

  25. Helsing - AI and autonomous strike drones

  26. Intramotev - Self-propelled autonomous railcars / Intramotev

  27. Lucid Bots - Drones and robots for dangerous cleaning and maintenance work / Lucid Bots

  28. Mithril Mining - Reshoring US tungsten production / Mithril Mining Corp.

  29. nTop - Computational design software for advanced manufacturing / nTop

  30. Ouros Energy - Next-generation high-density batteries / Ouros

  31. Proto-Town - A frontier town in rural Texas built for hardware experimentation / Proto-Town

  32. Re:Build Manufacturing - Rebuilding US manufacturing, factory by factory / Re:Build Manufacturing

  33. Regent - Electric seagliders for coastal transport / REGENT

  34. Resolute Grid - American-made transformers built in days, not months

  35. Root Access - AI agents for firmware and safety-critical embedded systems / Root Access

  36. Saronic - Autonomous surface vessels for naval fleets / Saronic Technologies

  37. Skyryse - Universal flight automation (SkyOS) / Skyryse

  38. Solugen - Carbon-negative chemicals from enzymes instead of petroleum / Solugen Energy Solutions

  39. Squint - AI work instructions for factory operators / Squint

  40. Standard Electron - Industrial energy, deliverable anywhere on Earth and beyond / The Standard Electron Company

  41. Sustainment - Software connecting American manufacturers to buyers and suppliers / Sustainment

  42. Teralta - Clean synthetic natural gas (e-NG) from byproduct hydrogen and recycled CO₂ / TERALTA

  43. Terminus Industrials - Onshoring and automating large power transformer production / Terminus Industrials

  44. Unusual Machines - American-made drone components / Unusual Machines

  45. Victus - GPS-denied navigation for autonomous systems, built on gravity / VICTUS Networks

  46. VVater - Advanced water treatment / VVater

  47. Xenops - AI for factory development and expansion (”the factory factory”) / XENOPS Manufacturing Technologies Incorporated

  48. Reframe Systems - Robotics & Micro-factories for US Housing

  49. Gideon - Autonomous Forklift for trailers loading and unloading

  50. Archetype AI - Physical Intelligence for a Real World

Vol. 1 covered the companies turning air into fuel and launching us into orbit. This cohort is quieter and, in some ways, more radical: they’re rebuilding the boring, load-bearing layers of civilization — power, minerals, ships, factories — that everything else stands on.

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