VC Eclipse has a new $1.3B to back — and build — ‘physical AI’ startups

Eclipse raised $1.3 billion split between a $591 million early-stage incubation fund and a growth fund to invest in physical AI startups.

The firm has previously invested in hardware and robotics companies such as Arc, Redwood Materials, Bedrock Robotics, Wayve, and Mind Robotics.

Eclipse plans to both fund and incubate startups across transportation, energy, infrastructure, compute, and defense, and expects portfolio companies to partner and share data to scale.

Partner Jiten Behl said the strategy aims to build an ecosystem that uses cross-sector data to train smarter AI models.