22. Carbon Robotics

CNBC.COMMay 19, 9:50 AM UTC

Key insights

  • Carbon Robotics, an AI-equipped farm machinery company, continues to grow despite challenges in the agriculture sector. The company reached $100 million in revenue, raised additional funding, and expanded manufacturing. Their AI-driven weeders offer an alternative to herbicides, potentially increasing adoption. While agtech has cautionary tales, Carbon Robotics' growth suggests a positive outlook for AI and robotics in agriculture, with a modest positive influence on US equities due to the technology sector's exposure.
22. Carbon Robotics

Founder: Paul Mikesell (CEO)Launched: 2018Headquarters: Seattle, WashingtonFunding: $184 millionValuation: N/AKey Technologies: Artificial intelligence, autonomous vehicles, cloud computing, deep neural networks/deep learning, explainable AI, machine learning, roboticsIndustry: AgriculturePrevious appearances on Disruptor 50 list: 2 (No. 16 in 2025)

U.S. farmers are in a historic bind this year, as the U.S.-Iran war and a trade war featuring on-again-off-again tariffs drive a surge in bankruptcies. But against that backdrop, Carbon Robotics — which makes AI-equipped farm machinery including autonomous tractors and laser-equipped robotic weeders — continues to grow.

Hardware startups tend to be slower-growing than AI platforms, but Carbon Robotics is seen as a unique case because its AI-driven weeders are an alternative to petrochemical-based herbicides.

The company hit $100 million in revenue in its fiscal year ending Jan. 31, 2026, and raised $20 million in an extension round from investors for a new "AI robot," though it has revealed few details about it.

The company also opened two manufacturing facilities — one in Richland, Washington, and another in the Netherlands, and announced an AI model for plant detection and identification trained on a dataset of 150 million labeled plants.

The cautionary tales in agtech are widespread, including past Disruptors Indigo Ag, and Monarch Tractor, which recently sold its core tech, reportedly to Caterpillar, and shut down its operations. Ironically, the upheaval in agriculture over the last year may have made it easier for Carbon Robotics to sell to farmers, who are notoriously resistant to change. The company is also growing globally, operating in 15 countries with the manufacturing operation in the Netherlands signaling a focus on the European market.

Carbon Robotics has initially sold its equipment to farmers growing specialty vegetables, herbs, organic corn and soybeans. Now, the question is whether it will scale by going deeper into those markets, or shift more to commodity crops. Shifts to markets beyond agriculture, as its CEO Paul Mikesell has hinted at, might also be in Carbon Robotics' future.

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