XDOF, just three months out of stealth, is in talks for a Series B at a $1.2B valuation

XDOF, a startup building real-world teleoperation data systems for robotics training, is reportedly in late-stage talks to raise a Series B led by 8VC at about a $1.2 billion valuation. The company emerged from stealth less than three months ago, after a $70 million Series A, and has seen annualized revenue approach $50 million.

The rapid fundraising interest reflects investor belief that robotics needs its own data infrastructure layer, similar to the role data-labeling companies played in the LLM boom. If demand continues, outsourced robotics data pipelines could become a key bottleneck and competitive advantage for humanoid and general-purpose robot developers.