Arda Industries由OpenAI前研究主管Bob McGrew创立，该公司周二宣布退出隐秘模式，获得2.32亿美元融资。其AI软件可将新产品设计转化为可运行的生产线。
Arda Industries, founded by OpenAI’s former research chief Bob McGrew, has come out of stealth with $232 million in funding, the company announced on Tuesday. Its AI software turns new product designs into working assembly lines.
总融资额包括一笔1.6亿美元的A轮融资，估值15亿美元，由Altimeter、Accel和Khosla Ventures联合领投。XYZ Venture Capital、8VC、SV Angel和Felicis也参与投资。此前，公司完成了一笔由Accel和Founders Fund领投的7200万美元种子轮融资。McGrew首次在接受CNBC独家采访时谈及该公司。
The total includes a $160 million Series A at a $1.5 billion valuation, co-led by Altimeter, Accel and Khosla Ventures. XYZ Venture Capital, 8VC, SV Angel and Felicis also took part. It follows a $72 million seed round led by Accel and Founders Fund. McGrew first spoke about the company to CNBC, in an exclusive interview.
我们于2025年创立Arda，旨在加速美国制造业。过去一年，我们一直与Anduril作为设计合作伙伴共同打造产品。今天，我们在CNBC上公开推出公司，并宣布A轮融资：1.6亿美元，估值15亿美元。
We started Arda in 2025 to speed up American manufacturing. We have spent the last year building with Anduril as our design partner. Today we are launching the company publicly on CNBC and announcing our Series A: $160M at a $1.5B valuation.
我们的平台帮助制造商设计和运营人工装配线，让设计更快投入生产。接下来，我们将构建可像人类工人一样快速重新配置的自动化生产线，让美国能够生产目前需要亚洲大量工人才能完成的产品。
Our platform helps manufacturers design and operate manual assembly lines, putting designs into production faster now. Next we’ll build automated lines that can be reconfigured as quickly as human workers, letting America make products that now require armies of workers in Asia.
2026年10月20日“这是一个用户界面和代理，为制造工程师做的事，就像Claude或Cursor为程序员所做的那样，”McGrew对CNBC表示。
October 20, 2026“It’s a user interface and an agent that does for manufacturing engineers what Claude or Cursor does for programmers,” McGrew told CNBC.
Arda的代理已在Anduril投入使用，它基于产品的CAD文件和其他设计文档工作。它确定装配顺序，编写说明，并规划工作站。设计变更随后可在不停产的情况下到达工厂车间。
Already in use at Anduril Arda’s agent works from a product’s CAD files and other design documents. It works out the assembly order, writes the instructions and lays out the stations. A design change can then reach the factory floor without stopping production.
Anduril本月估值900亿美元，是Arda的首个设计合作伙伴和客户。它在其ArsenalOS制造软件中使用Arda。Anduril发现，原本需要10小时的基本工作说明现在只需15分钟；原本最多需要30小时的更复杂的工程工作，现在大约需要2.5小时。
Anduril, valued at $90bn this month, was its first design partner and customer. It uses Arda inside its ArsenalOS manufacturing software. Basic work instructions that took 10 hours now take 15 minutes, Anduril found. More complex engineering work that took up to 30 hours now takes about 2.5 hours.
“没有它，我们的生产目标就会落后，”Anduril联合创始人兼首席运营官Matt Grimm表示。
“We would be behind on our production goals without it,” said Matt Grimm, Anduril’s co-founder and chief operating officer.
位于德克萨斯州西部的公司 Arda 表示，为单个生产工厂开发传统的自动化系统需要三到六个月的时间，成本接近 100 万美元；而一款新手机的整个生产周期仅持续约四个月。该公司称，目前还没有任何美国企业成功制造出真正的智能手机。原本标榜为“美国制造”的 Trump Mobile T1 手机，实际上是一款台湾产的手机。
Shenzhen in West Texas Arda says programming conventional automation for a single station can take three to six months and cost close to $1 million. A new phone, meanwhile, stays at full production for only about four months. No one has successfully built a smartphone in America, the company says. The Trump Mobile T1, sold as made in America, turned out to be a Taiwanese phone.
Arda 公司目前首先从国防领域和数据中心供应链开始布局，与变压器及电气设备的制造商合作；随后将进入消费电子产品的制造领域，最后再拓展到机器人技术。该公司正在开发人工智能（AI）系统，用于编程机器人以执行生产任务。
Arda is starting in defence and in the data centre supply chain, with makers of transformers and electrical equipment. Consumer electronics come next. Robotics is next. Arda is prototyping AI agents that program robots to carry out its assembly plans.
McGrew 表示：“我们的目标是实现一个完全自动化的生产环境——就像德克萨斯州西部的‘深圳’一样。”
“Imagine a fully automated version of Shenzhen in West Texas – that’s what we want to make possible,” said McGrew.
参与此次投资的 Altimeter 公司的 Apoorv Agrawal 向 CNBC 表示，仅在美国，制造业的规模就达到了 3 万亿美元。Agrawal 进一步指出：“虽然目前的成本很高，但长期来看，这个行业的潜力非常巨大。”
Apoorv Agrawal of Altimeter, who led the round, told CNBC that manufacturing is a $3 trillion industry in the US alone. “Yes, the price is steep today, but the long-term opportunity is very high,” said Agrawal.
McGrew 曾在 Palantir 公司负责产品与工程方面的管理工作，并在 OpenAI 担任研究团队负责人（2018 年至 2024 年）。他于 2024 年 9 月以首席研究官的身份离开 OpenAI。此外，他还加入了美国陆军预备队的第 201 分队（Detachment 201）。
From OpenAI and Palantir McGrew led product and engineering at Palantir through its first decade. He led OpenAI’s research team from 2018 to 2024 and left as chief research officer in September 2024. He is also one of the tech executives who joined the US Army Reserve’s Detachment 201. Chief AI officer Augustus Odena co-founded Adept and worked at Google Brain and Meta.
公司的首席 AI 官员 Augustus Odena 是 Adept 公司的联合创始人，此前曾在 Google Brain 和 Meta 公司工作；首席技术官 Alex Mark 曾在 Palantir 公司负责工程开发，并参与了 IRS Direct File 项目的实施；第四位联合创始人 Jakob Frick 则曾在 Palantir 和 SpaceXAI 公司任职。
Chief technology officer Alex Mark led engineering at Palantir and worked on IRS Direct File. The fourth co-founder, Jakob Frick, worked at Palantir and SpaceXAI.