NVIDIA

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.

Runway announced Praxis-1 on 30 September 2026, an open-weight world action model that converts its large-scale video pretraining into control for real robots. Early tests run with Noble Machines, Standard Bots and Ultra on bimanual, six-axis arm and mobile-base hardware, and public weights are promised in the coming months.

General Intuition, which trains AI models on action-labelled gameplay clips from the Medal platform, said on 29 September 2026 that it had raised $220 million at a $6.2 billion valuation from investors including Khosla Ventures and General Catalyst. The figure is 2.7 times the $2.3 billion it disclosed with its Series A 96 days earlier, and the company has opened a waitlist for partners in robotics, simulation and games.

Singapore-based Sharpa launched three products at IROS 2026 in Pittsburgh: the D01 robot with whole-body electronic skin, the W02 hand with 21 active degrees of freedom at under 750 grams, and the AE01 haptic glove for teleoperation and data capture. Together they give the company the hardware to collect, replay and learn from touch-rich manipulation data.

AMD will pay roughly $8.2 billion in shares for the world-model startup and expects to close by the end of 2026, pending regulators. It frames the deal around compute for robotics, simulation and physical AI.

Gecko Robotics is integrating NVIDIA's Open Agent Safety Platform into its infrastructure inspection robots, The Robot Report reported on Sept. 28. The platform pairs open-source OpenShell software, which enforces policy limits on NVIDIA Vera CPUs while agents run, with Sentry, a reference design on BlueField-4 data processing units that watches agents and quarantines those breaking policy within milliseconds. In Gecko's systems, AI agents start and stop data collection, plan robot paths and raise or lower payloads but do not handle data uploads. The robots inspect fuel tanks, nuclear submarines and aircraft carriers for Fortune 100 energy companies, the U.S. Air Force and the U.S. Navy.

The Open Agent Safety Platform pairs open-source OpenShell software with a Sentry reference design. NVIDIA names three robotics companies using it to put safety limits on physical systems.

Fidelity and Amplify co-led the Series C, lifting SiMa.ai's total funding to $500M. The company plans a 1,000-TOPS chip for the first half of 2028 and names humanoid robots as a core market.

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.

The robotics industry is still waiting for their breakthrough into day-to-day life. Nvidia's Les Karpas has an answer as to why at TechCrunch Disrupt 2026.

Skild AI said on September 10 that it crossed $100 million in annual recurring revenue ten months after its first commercial deployment, with more than 60 paying customers. The figure follows the August 18 launch of S1, a robot foundation model that the company says can pick up a new task from a single video demonstration without retraining.

Churchill Capital Corp XI filed a Form S-4 with the SEC on September 4, 2026 for its $2.5 billion merger with Agility Robotics, the maker of the Digit humanoid, which plans to trade on Nasdaq as AGLT. The filing discloses 2025 net sales of $1.78 million, a net loss of $138.1 million, a $100 million SAFE raised in July 2026 and a single customer commitment of $300 million for Digit v5.

Figure AI said on September 3, 2026 that it signed a strategic partnership with Nscale for up to 100,000 GPUs on Nvidia's Vera Rubin platform in Barstow, Texas, starting with a $3.5 billion compute commitment that the companies intend to scale beyond $6 billion. Nscale is also making a strategic investment in Figure, which says the capacity will train Helix on data from its crowdsourced Index program.

Two months after announcing a Series C of up to $1.4 billion, Germany's NEURA Robotics agreed to take over Bosch Rexroth's ACTIVE Shuttle transport-robot business on August 13, 2026 and bought all of Ulm-based ADLATUS Robotics on August 24. Together with a compute-module deal with Italy's SECO and a new training centre at RWTH Aachen, the moves show NEURA assembling a European physical-AI group by acquisition rather than only by in-house development.

A Tsinghua University team working with ByteDance Seed and China Agricultural University published a reinforcement learning controller in Science Robotics on August 19, 2026 that links a humanoid's camera directly to its legs. On Booster Robotics' T1, the authors report a 46% cut in ball-position error, up to 64% faster time-to-kick and about 90% kick success in frontfield positions, with no real-world fine-tuning.

LG Group and NVIDIA signed a strategic collaboration MOU on Aug. 13 covering robots, AI factories and mobility, LG Corp. said. LG will unveil a bipedal humanoid on Jetson Thor and Isaac GR00T in the first quarter of 2027 using LG Electronics actuators, LG Innotek sensors and LG Energy Solution batteries, and will test its wheeled CLOiD on a Tennessee washing-machine line this year.

Google DeepMind on July 30 released Gemini Robotics 2, a family of three models covering whole-body humanoid control, high-level embodied reasoning and on-device inference. The reasoning model ER 2 is available to developers through the Gemini API and Google AI Studio, while the action models remain limited to early-access partners and trusted testers.

Humanoid, a two-year-old London robotics company, closed a $152 million Series A led by Prime Movers Lab at a $1.35 billion post-money valuation, with industrial partners Schaeffler and Bosch joining the round. The company says the money will fund mass manufacturing of its wheeled humanoid, a Beta fleet from the fourth quarter of 2026 and its KinetIQ AI software.

NVIDIA released Cosmos 3 Edge on July 20, the smallest member of its Cosmos 3 physical-AI model family, as open weights on Hugging Face. The 4-billion-parameter model runs on Jetson Thor and generates 32 robot actions per inference, and Doosan Robotics, Siemens, Agile Robots and Skild AI are evaluating it.

FlashSAC, an off-policy reinforcement learning method from a team spanning Holiday Robotics, KAIST, KRAFTON, TU Darmstadt, KTH and others, won the Outstanding Paper Award at Robotics: Science and Systems 2026 in Sydney. The authors report training a Unitree G1 walking policy in about 20 minutes on a single RTX 5090, against about three hours for the standard PPO method.

Fujitsu said on July 16 it had begun exploring physical AI businesses with three of Japan's largest robot makers, FANUC, Yaskawa Electric and Kawasaki Heavy Industries, using NVIDIA Cosmos, Omniverse, Isaac and the Newton physics engine. Fujitsu will build a common software platform and hardware interfaces, with manufacturing, retail and logistics, and healthcare as first targets. No timeline or financial terms were given.

Walden Robotics, spun out of Toyota Research Institute in January 2026, emerged from stealth on July 15, 2026 with a $300 million seed round at a $1.1 billion valuation co-led by Toyota and Deviation Capital. The Cambridge, Massachusetts company says its robots, driven by large behavior models, have been doing production work at a Toyota plant in North America since February, and on July 28 it added Samsung SDS as a manufacturing partner.

Hugging Face released version 0.6.0 of its open-source LeRobot robotics library on July 7, adding three world-model policies, five vision-language-action models including NVIDIA's GR00T N1.7, two reward models and six simulation benchmarks. NVIDIA said a day earlier that it is bringing GR00T, Isaac Teleop, Isaac Lab-Arena, Jetson Thor support and, soon, Cosmos 3 into LeRobot.

Seoul on June 29 named physical AI alongside semiconductors and AI data centres as a national mega project and set out a '3M' plan for AI robots. The plan targets ten industry-specific humanoids commercialised by 2028, 1,000 robot deployments a year, data factories for ten sectors and a robot foundry in Saemangeum tied to Hyundai Motor Group investment.

Metzingen-based NEURA Robotics said on June 10, 2026 that it had secured a Series C of up to $1.4 billion, which it called the largest round ever raised by a full-stack robotics company. Backers include Tether, Qualcomm Technologies, Amazon, NVIDIA, Bosch, Schaeffler and the European Investment Bank, and the company put its order book and deployment pipeline above $1 billion. No valuation was disclosed.

NVIDIA announced at GTC Taipei on June 1, 2026 an Isaac GR00T reference humanoid for academic research, built on Unitree's H2 Plus body with two 22-degree-of-freedom Sharpa Wave tactile hands and a Jetson AGX Thor T5000 computer. Unitree will sell it from late 2026; Ai2, ETH Zurich, Stanford and UC San Diego are the first named research users. No price was given.

Korea's trade ministry said on May 29 that the AI robot division of its M.AX manufacturing alliance now has about 280 members and is running industrial humanoid pilots with HD Hyundai Heavy Industries, SK Energy and BGF. It also highlighted Korean robot foundation models, a 13 km/h humanoid lower body from KAIST and plans for a 500 billion won fund with a mandatory humanoid share.

Kawasaki Heavy Industries opened the Kawasaki Physical AI Center San Jose on May 21 to develop AI-driven robot systems with NVIDIA, Analog Devices, Microsoft and Fujitsu, with healthcare and elderly care as the first focus. President Yasuhiko Hashimoto said the goal is a hospital one-stop solution covering patients from arrival to post-operative care. The move comes as Kawasaki plans to lift robot sales 24% this year, led by car body and semiconductor equipment lines.

FANUC said on May 13 that all of its robots will be fully supported on Intrinsic's enterprise software platform and that it has joined Google DeepMind's Gemini Robotics trusted tester programme, after shipping more than 1,000 robots for physical AI uses since December. Two days later it expanded its NVIDIA work, linking ROBOGUIDE with Isaac Sim, training a dual-arm robot with Isaac GR00T N and moving a collision-avoidance system to Jetson Thor.

Doosan Robotics said on April 29 that it will launch robot solutions on its Agentic Robot O/S in 2027 and an industrial humanoid in 2028, after hosting NVIDIA's Madison Huang to discuss linking that software with NVIDIA's simulation and training stack. In May it moved its European office to Frankfurt with local repair and training, and in June it unveiled the PalletizHD+ palletiser in Chicago.

Dresden software firm Wandelbots, gripper and automation maker SCHUNK and consultancy EY said on April 19, 2026 they would combine SCHUNK's GROW automation cell, Wandelbots' NOVA platform and NVIDIA Omniverse into a standardised physical AI offer for mid-sized European manufacturers. The same day, W. Gessmann GmbH said it would show NOVA-based mobile robots at Hannover Messe.

An 82-author team from Toyota Research Institute, Cornell University and MIT reported in Science Robotics on April 15, 2026 that multitask large behavior models, built on diffusion policy, outperform single-task baselines in blind, randomized trials and need far less task-specific data. The preprint version describes about 1,700 hours of robot demonstrations across more than 500 tasks and 1,800 controlled real-world trials.

Skild AI said on April 15, 2026 that it had acquired the robotics division of Zebra Technologies, the business Zebra bought as Fetch Robotics in 2021. Zebra's quarterly SEC filing shows the sale closed on March 27 for $20 million in cash, escrow and a minority stake in Skild, against the $301 million Zebra recorded when it bought Fetch.

Google DeepMind released Gemini Robotics-ER 1.6 on April 14, 2026, an embodied reasoning model built on Gemini 3.0 Flash and offered as a preview through the Gemini API and Google AI Studio. DeepMind said the model reads industrial instruments correctly 86% of the time, or 93% with an agentic zoom and code execution step, against 23% for ER 1.5. Boston Dynamics is using the capability for Spot facility inspections.

Generalist AI released GEN-1 on April 2, 2026, an embodied foundation model pretrained on more than 500,000 hours of human physical interaction data captured with wearable devices and no robot data. The company reports 99% average success on tasks where its previous model reached 64%, about one hour of robot data per task and task times roughly three times faster than the prior state of the art; the results are the company's own and have not been independently replicated.

Fauna Robotics said on 24 March 2026 that it had joined Amazon and would operate as an Amazon company, keeping its Sprout humanoid on sale and its customers supported; no terms were disclosed. The deal gives the operator of more than 1 million warehouse robots a small, safety-first humanoid used by Disney, Boston Dynamics, NYU and UC San Diego, and a team drawn from Google DeepMind and CTRL-labs.

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.

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.

Skild AI said on 14 January 2026 it had closed a $1.4 billion Series C led by SoftBank Group, valuing the company at more than $14 billion. NVIDIA's venture arm, Macquarie Capital and Bezos Expeditions joined, alongside new strategic backers LG, Schneider Electric, CommonSpirit and Salesforce Ventures. The start-up, founded in 2023, said its Skild Brain software went from no revenue to about $30 million within a few months of 2025.

Boston Dynamics unveiled the production version of its electric Atlas humanoid at CES 2026 on January 5 and said manufacturing begins immediately in Boston, with all 2026 units already committed to Hyundai Motor Group and Google DeepMind. Hyundai set a goal of a production system able to build 30,000 robots a year by 2028, when Atlas is due to start parts sequencing at its Georgia Metaplant, moving into assembly by 2030. Hyundai Mobis will supply the actuators and Google DeepMind's Gemini Robotics models are to supply the cognition.