Skild AI, a robotics software company, has reached a valuation of approximately $4.5 billion following its Series B funding round.

Nvidia invested $25 million, while Samsung contributed $10 million, joining SoftBank, which led the round with $100 million.

The funding highlights growing interest in software-driven machine learning platforms that enable adaptive robotics across industrial settings.

Strategic Investments Signal Software-First Robotics Push

Both Nvidia and Samsung have taken minority stakes in Skild AI, signaling a long-term interest in turning hardware into software-based revenue streams.

Skild’s platform enables robots to learn and adapt on-site in locations such as factories and warehouses.

Nvidia’s stock slipped 0.8% following the announcement, suggesting that some investors are weighing the immediate cost of investment against future growth potential in robotics.

Samsung’s move appears to be part of a broader strategy to observe the field rather than making a full commitment, adding to its existing small stakes in Rainbow Robotics and Physical Intelligence.

Skild AI’s Model Still Awaits Enterprise Validation

Despite the high valuation and interest from industry leaders, Skild AI still needs to prove its business model by winning large enterprise contracts and expanding its adaptive systems beyond current pilot lab settings.

The company's value lies in its ability to support machines that learn in real time, offering a potential shift in how robotics are integrated into industrial workflows.

Nvidia’s Q2 Call Expected to Reveal Strategic Direction

Market attention now turns to Nvidia’s upcoming Q2 earnings call in late July, where management is expected to provide insight into how minority investments like Skild AI fit into its broader strategy.

With hardware companies looking for new growth engines as chip sales mature, software-powered robotics has emerged as a possible path forward.

PHOTO: SKILD AI

This article was created with AI assistance.