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6 days ago
BusinessUSSingle source

Agility Robotics studies wheeled designs beyond its Digit humanoid, CEO says

Agility Robotics is looking at other robot designs, including wheeled ones, to serve different operating environments and customer needs, CEO Jonathan Hurst confirmed. Hurst said the effort has only just started, with no launch timeline and no decision on whether it would mean a wheeled Digit or an entirely new machine. The company holds more than $300 million in multi-year Digit v5 orders from a single unnamed customer and is going public through a SPAC deal valued at $2.5 billion that is expected to raise more than $620 million in gross proceeds. Agility posted 2025 revenue of $1.8 million and an operating loss of $140 million.

1 sourceAgility Robotics
7 days ago
BusinessUSSingle source

IFR counts 5 million industrial robots in service as China takes 59% of 2025 installations

The global stock of operational industrial robots reached 5 million units in 2025, up 9% on the year, according to statistics the International Federation of Robotics released on Sept. 24. Annual installations rose 11% to more than 600,000 units, of which China accounted for 354,000, or 59%, with Chinese manufacturers supplying 195,000 of those robots. The United States ranked second with 38,500 installations, while Japan fell 19% to 36,219 units and dropped to third, ahead of South Korea at 30,000 and Germany at under 25,000. The IFR forecasts installations of 655,000 units in 2026 and 806,000 units in 2029.

1 source
10 days ago
BusinessUS

Boston Dynamics opens Atlas training center at Hyundai's Georgia plant as Hyundai targets 25,000 humanoids

Boston Dynamics opened the Robotics Metaplant Application Center at Hyundai Motor Group Metaplant America, where Atlas is training on parts sequencing ahead of assembly work by 2030. The company said Hyundai plans to deploy 25,000 Atlas units and build a US facility able to make 30,000 robots a year, while Hyundai targets Atlas on its Georgia line from 2028.

4 sourcesBoston DynamicsHyundai Motor GroupFigure AIDexterous ManipulationElectric Actuators
21 days ago
BusinessUS

Skild AI says it passed $100 million in annual recurring revenue as its S1 model learns tasks from one video

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.

4 sourcesSkild AINVIDIAFigure AIRobot Foundation ModelsImitation Learning
Jul 1, 2026
BusinessUS

Figure puts its F.03 humanoid on BMW's Spartanburg floor after a 24-fold production ramp and a first Brookfield-linked retail deal

Figure AI said on June 30, 2026 that its Figure 03 humanoid is now working in Hall 52 of BMW Group Plant Spartanburg, sequencing parts with its Helix 02 model. The move follows Figure's April 29 disclosure that its BotQ factory went from one robot a day to one an hour in under 120 days and had delivered more than 350 units, and a May 26 agreement with JCPenney owner Catalyst Brands.

3 sourcesFigure AIApptronikAgility RoboticsVLARobot Foundation Models
Jun 4, 2026
BusinessUS

Amazon unveils a next-generation Proteus robot that takes spoken instructions, tied to a €10 billion upgrade of its European warehouses

Amazon unveiled a next-generation version of its Proteus autonomous mobile robot that employees can direct in natural language, at its Delivering the Future event in London on June 4, 2026. The company said it will invest more than €10 billion over the coming years to expand and modernize its European fulfillment network, deploy the new Proteus in Europe in the first half of 2027, expand its STARK tote-handling system to 15 European sites by 2027 and add 25,000 fulfillment jobs in Europe.

6 sourcesAmazonAutoStoreSymboticFleet Orchestration SoftwareTactile Sensing
May 7, 2026
BusinessUS

Symbotic turns a profit as revenue rises 23% and systems in deployment jump to 70

Symbotic reported fiscal second-quarter 2026 revenue of $676.5 million, up 23%, and net income of $9.4 million against a loss a year earlier, in results filed with the SEC on May 6, 2026. Adjusted EBITDA more than doubled to $77.8 million, systems in deployment rose to 70 from 52 a quarter earlier, and the company guided third-quarter revenue to $700 million to $720 million.

1 sourceSymboticAutoStoreTeradyneFleet Orchestration SoftwareBattery Systems
May 1, 2026
BusinessUS

1X opens a 58,000-square-foot NEO factory in Hayward with capacity for 10,000 home humanoids a year and a goal of 100,000 by 2027

1X Technologies said on April 30, 2026 that its Hayward, California plant can build up to 10,000 NEO home humanoids a year and that it plans to scale toward more than 100,000 units annually by the end of 2027. The company makes its own motors, batteries, hands and structures in-house, said a year of production was booked within five days of opening preorders, and reaffirmed that first deliveries start in 2026.

3 sources1X TechnologiesFigure AIAgility RoboticsWorld ModelsTeleoperation
Apr 23, 2026
BusinessUS

Tesla will retire Model S and X lines in Fremont for an Optimus line designed for 1 million robots a year, and plans a 10 million-unit line in Texas

Tesla said in its first-quarter 2026 shareholder update that its first-generation Optimus line, designed for 1 million humanoid robots a year, will replace the Model S and Model X lines at its Fremont factory. It is also preparing Gigafactory Texas for a second-generation line designed for long-term annual capacity of 10 million robots, while reporting revenue of $22.4 billion and $44.7 billion in cash and investments.

0 sourcesTesla1X TechnologiesAgility RoboticsElectric ActuatorsBattery Systems
Jan 29, 2026
BusinessUS

Tesla sets end-2026 start for its first Optimus line and a 1 million-robot capacity goal as car profits shrink

Tesla said in its fourth-quarter 2025 update that it will unveil a mass-production Gen 3 Optimus in the first quarter of 2026 and start production on a first line before year end, with eventual capacity of 1 million robots a year. The plan came as 2025 net income fell 46% to $3.79 billion and Tesla agreed to invest about $2 billion in xAI.

2 sourcesTeslaFigure AISkild AIDexterous ManipulationElectric Actuators
Jan 23, 2026
BusinessUS

Intuitive passes $10 billion in revenue as da Vinci 5 takes half of its robot shipments, but guides procedure growth lower

Intuitive reported on January 22, 2026 that 2025 revenue rose about 21% to $10.06 billion as surgeons performed 3.153 million da Vinci procedures, and da Vinci 5 made up 870 of the 1,721 systems it placed. The company guided 2026 da Vinci procedure growth to 13% to 15%, down from about 18%, and put the tariff cost to its gross margin at about 1.2% of revenue.

7 sourcesIntuitiveMedtronicMicroPort MedBotEdge AI Compute