Yaskawa Electric

The joints of today's humanoid robots come from a short list of gear and actuator makers: Harmonic Drive Systems and Nabtesco in Japan, Leaderdrive, Tuopu and Sanhua in China, and Schaeffler in Germany, while Tesla, Figure and Unitree design key parts themselves. Filings show orders reaching the Japanese incumbents first, yet Tesla's stated Fremont capacity alone implies 25 million to 30 million joint actuators a year, about 22 times the 1.15 million precision reducers Nabtesco can make annually.

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.

Inbolt, which sells 3D vision and AI software that lets industrial robots correct their motions in real time, said on 30 September 2026 it raised $12.5 million in a round led by Shift4Good. The money funds expansion in the US and Asia-Pacific and a move into data centres and electronics manufacturing, taking total funding to $34 million.

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.

Hitachi and FANUC signed a strategic partnership on Sept. 30 to commercialize physical AI jointly, combining Hitachi's HMAX Industry software and in-house edge AI semiconductor with FANUC robots. Trials start in Hitachi's Ibaraki-area plants as “Customer Zero,” with global sales planned from fiscal 2027. No financial terms were disclosed.

Direct Drive Tech, which makes direct-drive motor modules for household and wheel-legged robots, raised HK$1,080.0 million when it listed in Hong Kong on 29 September 2026. Robot-vacuum sensor supplier Camsense followed on 30 September with HK$682.0 million after retail investors oversubscribed its public tranche 3,546.91 times. Both companies depend on five customers for more than 80% of sales, their filings show.

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.

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.

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.

Yaskawa Electric said on July 15 it had developed an agentic robot system with Google DeepMind that uses Gemini Robotics ER 1.6 as the decision layer for its MOTOMAN NEXT robot. The system plans and executes tasks from high-level instructions without detailed teaching and recovers from errors on its own. Applications and delivery timing will be announced later.

Yaskawa Electric unveiled a 2035 vision and a four-year plan, Dash 35, on May 22 that aims to more than double operating profit from ¥47.3 billion to ¥100 billion by fiscal 2029 on revenue of ¥650 billion. The plan makes physical AI one of five pillars, with the MOTOMAN NEXT autonomous robot and new actuators for humanoid robots, backed by ¥250 billion of investment. It follows a year in which net profit fell 38.2% and the previous plan's targets were missed.

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.

FANUC said on April 24 that sales for the year to March 2026 rose 7.6% to a record ¥857.8 billion and operating profit rose 15.7% to ¥183.8 billion, with robots now 44.1% of revenue. Fourth-quarter orders climbed 19.2% to ¥252.0 billion, led by a 55.2% jump in China, and the company guided for another record year while authorising a buyback of up to ¥50 billion.

Sony AI's autonomous table tennis system Ace won three of five matches against elite players and lost both matches against two Japanese T.League professionals in April 2025 trials, according to a paper published in Nature on April 22, 2026. The robot combines event-based vision sensors from Sony Semiconductor Solutions, an eight-axis arm and reinforcement learning policies trained in simulation, and reaches a perception latency of 10.2 milliseconds.

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.

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.

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.

Japan's inter-ministerial AI robotics council on March 26, 2026 endorsed a national strategy that aims to win more than 30% of a multi-purpose robot market the government expects to reach about 60 trillion yen by 2040. The plan promises an open-source domestic robot foundation model by around June 2027, names 16 deployment fields and defers concrete sector targets to a roadmap revision due in May.

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.

Mind Robotics, the industrial AI robotics company founded and led by Rivian chief executive RJ Scaringe, said on March 11, 2026 that Accel and Andreessen Horowitz co-led a $500 million Series A, about four months after a $115 million seed. Rivian's filings show it deconsolidated the start-up in March, valued its remaining 37.6% at about $569 million using the Series A share price and recorded a $506 million gain, which by ROBOTNESS arithmetic implies an equity value near $1.51 billion.

The European Commission cleared SoftBank Group's purchase of ABB's robotics division, valued at USD 5.375 billion, under its simplified procedure on 11 March 2026. The price equals 17.2 times the division's 2024 EBITDA, while the floor valuation of Skild AI, whose round SoftBank led in January, is 2.6 times as high. Approvals in China and the United States remain, and both companies expect closing in mid-to-late 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.