XDOF, a robotics startup collecting real-world teleoperation data to train general-purpose robots, is in late-stage B-round negotiations at a valuation of around $1.2 billion, led by 8VC. The company, which emerged from stealth less than three months ago, has annualized revenue nearing $50 million, attracting multiple VCs. It previously raised $70 million in Series A from Thrive Capital, Andreessen Horowitz, Lux, and Spark Capital. Terms are not finalized and the exact amount remains undisclosed.

Robot data startup XDOF, just three months after exiting stealth mode, is negotiating a Series B round that could value the company at $1.2 billion, according to TechCrunch.

Robot training data has moved from a quiet infrastructure layer into one of the busiest segments tied to embodied AI, and Axis Robotics wants to position itself at the center of that shift. In an interview with PANews, founder Chris Feng said the core issue is the scale of the data gap: while GPT-3 needed about 15 million hours of human internet data, robotics may require 100 million hours or more because physical-world tasks involve space, motion, object states, and the consequences of actions in changing environments. Feng described today’s data supply stack as a tradeoff between three main sources: real-robot teleoperation, simulation, and first-person human video. Real-robot data offers the closest match to deployment hardware but is expensive, with one hour of high-quality teleoperation data costing as much as $200 by industry estimates cited in the interview. Simulation scales better and is easier to validate, though the sim-to-real gap remains a central constraint. First-person data can expand coverage across real environments at lower cost, but its value depends heavily on future robot form factors and camera placement. Axis says it has collected more than 2.2 million robot trajectories and 28,000 cumulative data hours through browser-based teleoperation. The company also uses blockchain on Base to record relationships between tasks, verified data, and contributors, aiming to support incentive design and provenance tracking. Over the next six to 12 months, Axis plans to broaden its data products, triple its community size in half a year, and raise annual recurring revenue to between $500,000 and $1 million while trying to join supplier lists at leading robot model companies.