AgiBot

Skild AI's $1.4 billion Series C, led by SoftBank, and Figure AI's $1 billion Series C, led by Parkway Venture Capital, are the two largest humanoid and embodied-AI rounds in ROBOTNESS's verified records since January 2025, and together make up 41% of the $5.86 billion disclosed across 22 rounds. Humanoid makers took 70% of disclosed money in 2025, but developers of robot foundation models have taken 71% in 2026 so far, and NVIDIA joined seven rounds without leading one.

A vision-language-action (VLA) model is one neural network that reads camera images and a plain-language instruction and outputs a robot's next motor commands, built by training a vision-language model on robot demonstrations. Google DeepMind, Physical Intelligence, NVIDIA, Figure AI, Skild AI and AgiBot lead, and the commercial race now turns on the cost of action data rather than model design.

Shipments of professional service robots rose 24% to almost 250,000 units in 2025, led by 117,500 transport and logistics robots, the International Federation of Robotics said on 30 September 2026. The IFR counted about 7,000 full-size humanoids sold worldwide and 174 humanoid makers, more than half of them in China, and said most humanoid uses still rely on teleoperation.

D-Robotics, the robot-chip business Horizon Robotics stopped consolidating in March, said on 17 September 2026 it had closed a US$400 million Series C without naming a single investor or a valuation. The company says it has shipped more than 8 million Sunrise chips and that its newest S600 part won more than 20 robot customers within six months, including UBTECH, Fourier and Booster Robotics.

Shanghai-based AgiBot told its 2026 partner conference on April 17 that revenue grew from RMB300,000 in 2023 to more than RMB1 billion in 2025, and that its ten-thousandth robot had rolled off the line this year. The company launched four hardware lines including the full-size Expedition A3, six models and a five-year ecosystem programme worth more than RMB2 billion.

UBTech Robotics said in its 2025 annual results that revenue from full-size humanoid robots rose 2,203.7% to RMB820.6 million on 1,079 units, lifting group revenue 53.3% to RMB2.0 billion. The net loss narrowed to RMB789.8 million, while three share placings raised RMB5.78 billion to fund capacity for more than 6,000 robots a year.

Shanghai-based AgiBot said on 30 March 2026 that its 10,000th humanoid robot had come off the production line, 112 days after it announced its 5,000th. The company said the step from 5,000 to 10,000 units ran four times faster than earlier phases, but its own December breakdown shows that only about a third of its fleet is full-size.

The Shanghai Stock Exchange accepted Unitree Robotics' application to list on the STAR Market on March 20, 2026, with the Hangzhou company seeking RMB4.202 billion. Its prospectus shows reviewed 2025 revenue of RMB1,708.21 million, up 335.36%, and more than 5,500 humanoids shipped in 2025, with humanoids overtaking quadrupeds as its largest product line.

NVIDIA used its GTC keynote on March 16, 2026 to preview Isaac GR00T N2, a robot foundation model built on its DreamZero world action model research that it says succeeds at new tasks in new environments more than twice as often as leading VLA models. It also put the 3-billion-parameter GR00T N1.7 into commercial early access and announced Cosmos 3 and Isaac Lab 3.0, with N2 due by the end of 2026.

Hyundai Motor Group agreed on February 27, 2026 to invest about 9 trillion won from 2026 in a robotics, AI and hydrogen hub at Saemangeum in North Jeolla. The plan includes a 400 billion won robot cluster with a finished-robot factory sized for about 30,000 units a year, a contract-manufacturing foundry and a parts complex, due in 2029, next to a 5.8 trillion won AI data centre scaled in phases to 50,000 GPUs.

Shenzhen-based LimX Dynamics said on 2 February 2026 it had closed a US$200 million Series B with investors including Stone Venture, JD, Oriental Fortune Capital, CoStone Capital and SAIC-backed Shangqi Capital. The round came three weeks after the launch of LimX COSA, the agentic operating system that runs its full-size humanoid Oli, and the company added a second US$200 million pre-IPO round 162 days later.

Figure AI on Jan. 27, 2026 released Helix 02, a robot foundation model that runs a humanoid from camera pixels and fingertip touch down to joint commands at 1 kHz, replacing 109,504 lines of hand-written C++ with a 10-million-parameter learned controller. The company showed a Figure 03 unloading and reloading a dishwasher across a full kitchen in a four-minute, 61-action run it says had no resets and no teleoperation.

Mobileye agreed on 5 January 2026 to buy Israeli humanoid developer Mentee Robotics for $900 million in cash and stock and closed the deal on 3 February. Its filings show chief executive Amnon Shashua, Mentee's chairman and co-founder, receives about $341 million and chief technology officer Shai Shalev-Shwartz about $118 million, with 90% of the founders' stock released only after two and four years. Mentee targets autonomous customer pilots in 2026 and series production in 2028.