Core Insights - HII and Path Robotics have signed a memorandum of understanding to explore the integration of Path's physical AI for welding into shipbuilding operations, aiming to enhance throughput and strengthen the maritime industrial base [1][2][5] Group 1: Partnership Objectives - The partnership aims to develop autonomous shipbuilding capabilities, train a workforce for automation, and establish an intellectual property framework for AI-based autonomous welding systems [5] - HII's shipbuilding throughput increased by 14% in 2025, with a target of an additional 15% increase in 2026 through this collaboration [2] Group 2: Technology and Innovation - Path's physical AI model, Obsidian™, is designed to adapt to real-world conditions in real time, making it suitable for the complex welding processes in shipbuilding [6][7] - The technology aims to automate structural production and enhance the welding workforce, thereby accelerating throughput to support national security objectives [5][8] Group 3: Industry Context - HII is the largest shipbuilder in the U.S., focusing on delivering advanced defense capabilities, including unmanned systems [9][10] - Path Robotics, founded in 2018, has raised over $300 million to integrate physical AI into manufacturing processes, addressing labor shortages and improving production quality [10]