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What changed, and what is the evidence.
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🗞️ Pulse first · 3 news posts
Coverage
- 🗓️ 2026-10-22 · ✍️ RoboterminalEka's Robot Picks 1,500 Things an Hour. Its Gripper Is Rated for About 139 Days of That.
- 🗓️ 2026-10-21 · ✍️ RoboterminalSchaeffler Will Buy Thousands of Humanoids From Its Actuator Customers. Its €400 Million Order Book Doesn't Count Those Deals.
- 🗓️ 2026-10-19 · ✍️ RoboterminalFifteen Humanoids Are Loading Car Parts at 98%. The Number That Decides Their Future Is 15 Seconds.
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Timeline
What changed, and what is the evidence.
Oct 22, 2026 · Post · posted
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A boutique bank account went viral this week claiming Claude can build an LBO model to the standard of a $180,000-a-year analyst, if you feed it a CIM, financials, and deal terms through seven prompts. That claim is downstream of something… |
DeepSeek did not raise roughly $15 billion, about 100 billion yuan from CATL and Tencent, to build a better chatbot. That round is one of the largest in Chinese tech history, Bloomberg is calling it a direct challenge to the leading US… |
Samsung's 12-high HBM4E cleared Nvidia qualification at end-September, per Hankyung. 48GB per stack, 16Gb/s per pin — over 20% faster than HBM4, 16% better efficiency, on a 4nm logic base die. No contracts or volumes disclosed. The base… |
Multiple outlets: Nvidia wants next-gen custom HBM base dies on TSMC 3nm, and Samsung may use rival TSMC lines for that die. Unconfirmed. Memory makers keep the stack; the logic die’s foundry choice is becoming a Nvidia-spec decision.… |
Shinhan Securities: Supply Base and Monetization Structure of Major AI Computing Providers $CRWV $NBIS $IREN $SPCX $AKAM $SHAZ |
DeepInfer from DS post: Prefill - 96% cache rate, 1.5M tps/card for cache hit 60k tps/card for non-cache hit, 400ms TTFT Decode - 14k tps/card KVCache - 72 hr 155T/day, $38/card/hr using off peak API px I used 500:1 input-output token… |
This is how you get rich ⚡️ You buy the macro dip in companies that are structural to building the future, with great management and a killer product roadmap. This is the time to add, into fear, into bad news, into uncertainty, not to… |
BOOM 🚨 ARK Invest just published an updated valuation model for $TSLA, and according to their latest projections, Tesla’s expected share price in 2031 is about $4,400 🔥 The bear case is around $3,300 and the bull case is around $5,000.… |
Happening now at the CPA conference in Jacksonville: The United States Navy is talking about incentivizing private investment in Navy Industrial Base CAPEX, by offering margins that allow companies to justify investment. 🤯 H/t: @j_toomey1… |
Product Update 🛠️ We've refined how the wheeled Franka drives and how the arm resets: 1️⃣ Wheeled Base Joystick: A new virtual joystick in the UI lets you drive the wheeled Franka forward and backward, and steer left and right. 2️⃣… |
One thing I look for in a DePIN project is whether real contributions connect to real demand. @vangrid_io The bounty workflow is an interesting part of Vangrid because it gives spatial data collection a concrete purpose. Buyers can fund… |
Europe has some incredible robotics companies. I'd love to see more of them deploying robots at scale. Over the past few months, I've visited robotics companies in Europe and the US, and I'm always interested in how differently teams… |
Samsung is teaming up with its biggest foundry rival to build Nvidia's next memory chip. According to Korean media, Samsung will use $TSM's 3nm process for the base die in $NVDA's custom NVHBM, at Nvidia's request. The base die is the… |
The final snapshot is locked in. Season 1 wraps up today. A huge thank you to every contributor who's been building with us. Season 2 kicks off on Oct 23, so there won't be any tasks from Oct 18 through Oct 22. The last batch of Points,… |
A humanoid butler you can control remotely from 9,000 KM away. Munich-based robotics company Devanthro has rebranded as Plim Robotics and introduced Plim, a wheeled humanoid designed for home care. Plim takes a hybrid approach: AI handles… |
A big problem with VR is lack of content and things to do/experience. VCs/investors don’t like investing in content businesses. Especially when the user base is small. I heard the same at the @TheHumanoidHub conference yesterday.… |
There are more companies selling robot intelligence right now than companies selling robots. That showed up this year as a pattern I kept noticing. In this case all these research groups with published on the same robot from @DexmateAI.… |
When a robot opens a lock, only sound and touch can tell it whether the job is done. That’s why Neuron AI, our Perception-Language-Action (PLA) model, combines several senses at once. 3D images, tactile and force signals, audio, the… |
This robotic system automates fruit harvesting and can operate 24 hours a day. It uses cameras and computer vision to detect fruit size and ripeness. Developed by Tevel Aerobotics, it works from a powered wheeled base.… |
I’m joining the jury of @SPRIND Next Frontier Robotics Challenge! 🇪🇺 The goal is to initiate the BREAKTHROUGHS behind a modular, frontier-capability robotics ecosystem out of Europe. Europe’s real strength in robotics is components.… |
Stop looking for EV chargers now the charger comes to you. Meet Linki the autonomous roaming charging robot launched in partnership with Volkswagen. Using LiDAR cameras and ultrasonic sensors it navigates to your parked car plugs itself in… |
Boston Dynamics just showed the shop floor where it builds Atlas. Machining, assembly, and repairs all happen under one roof. When suppliers can’t meet the required tolerances, they make critical parts in-house. Engineers can tweak a… |
🇺🇸🇯🇵BREAKING: @POTUS announced a $21 billion investment by GlobalFoundries and the Department of @CommerceGov to build 2 giant new semiconductor manufacturing facilities in Malta, New York. Japan will provide the capital under the… |
🇺🇸BREAKING: The @DeptofWar and @SBAgov just signed an agreement expanding capital access for small businesses in the U.S. defense industrial base through the Smaller War Plants Commission. @SecWar @PeteHegseth said it will surge… |
I think Gavin's correct. Open-weight models that compress frontier margins are positive for AI infra -- they don't shrink demand for compute. An example is after Deepseek R1, Tencent, Alibaba and Bytedance *significantly* increased H20… |
Hong Kong's 24-hour stores have a humanoid behind the counter Any hour of the day. You tap a screen, place an order, and it turns, reaches the shelf and hands you a drink. That's the Galbot G1, aka Xiao Gai, a wheeled robot that has been… |
Love seeing builds like Manmaru YOR shared at Physical AI Nexus Japan! Built on the #opensource YOR platform, this mobile manipulator features two #reBot B601-DM arms mounted at 45°, an omnidirectional base, and URDF assets for #SimtoReal… |
US Army is field-evaluating humanoid robots for high-risk missions At Marine Corps Base Quantico (Sept 9–10), the Army ran xTechHumanoid finals. Nine teams demonstrated tech; five winners were picked. The only full platform among them is… |
Nvidia is now redesigning how AI memory works and it is pulling TSMC right into the middle of the HBM business. According to TheElec, Micron will use TSMC to make the base die for its HBM4E. Nvidia's custom NVHBM moves the memory… |
"Energy Capacity = Economic Capacity" Former Intel CEO Pat Gelsinger on why America's power grid is the ceiling on growth: "We went through 10 to 15 years where essentially I was taking coal offline at the rate I was adding renewables, and… |
SoftBank sold Boston Dynamics five years ago. Now its buying the lab its founder built next. SoftBank has agreed to acquire the @rai_inst, Marc Raibert's research lab. The man who created Boston Dynamics. The same institution Hyundai… |
A wheeled humanoid robot with its own storage box. South Korean startup Neubility has unveiled Billy, a pragmatic semi-humanoid that combines a mobile transport robot with a humanoid upper body. Its four-wheel base handles movement, while… |
$2,599 buys a Windows laptop that Microsoft says renders AI images 4.3 times faster than a 16 inch MacBook Pro on M5 Pro. The marketing is aimed squarely at Apple. The architecture underneath is aimed at something bigger: deciding, task by… |
a16z's Alex Immerman, David George, and Sarah Wang on why a data center can lower your electricity bill: "It may seem counterintuitive, but a data center can help lower your electricity rate. A recent US study showed that for every 10%… |
.@basepowerco has raised $2.5B to bring affordable, reliable energy to people’s homes across America. They're building a new nationwide power company by rebuilding every layer from scratch. Three years in: - Built a home battery factory in… |
Robots need current, physical ground truth. Large language models cannot fill this void. Leveraging human sensors to capture real-world spatial data on demand addresses a critical AI bottleneck. https://t.co/0eQwYIEdHF |
Factory floors run on fixed geometry. When a cell layout shifts or tooling changes position, the robot's world model is stale. Fresh spatial data is not a cloud problem. It is a calibration and edge sensing problem. https://t.co/ZMpLZPIykm |
The pipeline is where sim-to-real transfer either holds or breaks. Contact dynamics, thermal drift, cycle-time jitter. The model that survives the environment wins. https://t.co/QdVuPQE5o9 |
Kawasaki Heavy Industries is building a welder that can walk up steel walls. The four-legged prototype uses electromagnets to cling to the hull. It’s designed to use Physical AI for autonomous welding in shipbuilding. Experienced shipyard… |
Expert Takeaways: TSMC > Monthly 2-nm capacity across Fab 20 and Fab 22 is on track to surpass 120k wafers by end-2027 (above the 110k consensus), with Fab-22 Phase-4 ramping faster than expected. > ~20% of TSMC's 7-nm capacity at Fab-15B… |
ENGINEERING RECAP 🧠 Five Tesla patents, one mission: fit bigger AI onto the chips already in its cars and robots 🔥 Read five new Tesla patent applications side by side and a single story jumps out. It's a story about a squeeze. The AI… |
Who is investing in industrial robots? Mostly China ... Growth rate last year: Brazil: +38% China: +20% (on a massive base) India: +15% United States: +12% Canada: +5% South Korea: −1% Mexico: −7% Germany: −8% France: −8% Italy: −11%… |
SMART ENGINEERING III 🧠 The cheapest table is the one you never build: Tesla swaps AI attention's giant guest list for one rule at the door ⚡ Yes, another one: the fifth Tesla patent from this batch, and my third on attention. This time… |
🚨 BREAKING: Munich robotics startup @Robco_Robotics has just become a unicorn, crossing a $1 billion valuation in just nine months since its last round. Founded in 2020 by Roman Hölzl, Paul Maroldt and Constantin Dresel, RobCo built its… |
SMART ENGINEERING II 🧠 Tesla has done AI's toughest math the way you turn cents into dollars: just move the point ⚡ Shrink an AI's math down to cheap 8-bit numbers, and one step still drags it back to slow, power-hungry floating point:… |
The USA is now at cost parity with China! I break this down from the floor of the NYSE on Cheddar News. Great talk with Arnold Davick about the explosion of high end factories in the country, effects of tariffs, and automation as the base… |
The U.S. Army is now testing an armored humanoid called Alex. Built by IHMC, Alex won the Army’s xTechHumanoid competition after 103 proposals were submitted. Ten teams reached the final nine brought hardware to Marine Corps Base Quantico… |
Humanoid robots are creating a new supply chain race around actuators. Actuators can account for up to 60% of a humanoid robot’s cost. Every shoulder elbow hip knee and ankle needs compact joints that can deliver high torque while staying… |
A robot is cleaning rivers completely autonomously. 🌊 Meet Hebao H3, an autonomous surface-cleaning boat developed by Dongfang Water. Using onboard AI vision and GPS, it can detect and collect floating waste such as plastic bags, bottles… |
CNNC promo video on isotope batteries: 3 different families: RTG (radioiosotope thermoelectric generators) - Pu-238 decay heat -> used on Mars Rover Betavoltaics - tritium, Ni-63 & C-14 hits semiconductor, tiny current Alphavoltaics - high… |
The interesting part of Vangrid is not just collecting spatial data @vangrid_io creates a way for real world data collection to become an active network process instead of a passive dataset sitting somewhere. The bounty model makes this… |
Building infrastructure for Physical AI requires more than an ambitious vision. It takes experience in deep tech, distributed systems and turning complex technology into products people can actually use. One thing that stands out to me… |
BOOOM 🚨 According to Elon Musk, Tesla is slashing onboard RAM for its next-generation silicon—cutting it by 50% to 72GB of LP5 on AI5, and by a third to 144GB of LP6 on AI6 😱 While dialing back memory sounds like a compromise on paper,… |
GOOD NEWS 🇨🇳 The Tesla Cybercab tour just touched down in Shenyang, China 😍 Shenyang serves as Northeast China's core industrial and automotive powerhouse, most notably hosting BMW's largest production base worldwide 🔥 Bringing the… |
Dyna just unveiled Dyna-2.1 and its new robot, Taku, bringing its model and hardware together as a Physical Agent designed around customer workflows. They’ve also opted for a wheeled semi-humanoid design. Taku has a human-shaped upper… |
Taku is not another walking humanoid. It is a semi-humanoid physical agent built for a laundry-room shift: load, transfer, unload, fold, stack, and interrupt the current job when a machine finishes. Form follows the work. Human-shaped… |
Taku is not another walking humanoid. It is a **semi-humanoid physical agent** built for a laundry-room shift: load, transfer, unload, fold, stack, and interrupt the current job when a machine finishes. Form follows the work. Human-shaped… |
Agile Robots is also accelerating humanoid robot production Its humanoid robots are now coming off the line and being shipped out every workday. This is Agile Robots’ production facility in Fürstenfeldbruck, Germany, just 25 km from its… |
GOOD NEWS 🚨 Morgan Stanley analyst Andrew Percoco estimates that autonomous Semis could generate roughly $17 billion in annual software revenue by 2040 for $TSLA 🔥 Crucially, this projection covers high-margin software alone—excluding… |
Dyna just announced two things at once: a new brain and a new body. The brain: Dyna-2.1, which they call the world's first "physical agent" that runs an entire workflow on its own, not just a task. Customers don't buy tasks, they buy a… |
Great perspective on wheeled-base humanoids! I definitely agree that in the short term wheels make sense for passive stability and safety in a lot of applications for businesses. But I would argue that in the long term legged humanoids… |
Here's a new home robot for $3,500: Flourish 1. Teach it tasks with your phone. Or get skills from an App Store. - Raspberry Pi chip - Super-basic grippers - 12-hr battery - Wheeled base - 1.5 kg per arm Can pick up stuff, water plants,… |
Mobile #reBotArm + #Fictionlab #UGV at #IROS. 🦾🚗 Come and see reBot #manipulation on a #ROS2 Fictionlab base (Leo/Raph) → #teleop, #inspection, mobile pick-and-place. 📍 David L. Lawrence Convention Center, Pittsburgh, PA 📅 Sep 27 – Oct… |
A machine shop, 3D printers and R&D under one roof! 😮💨 I went behind the scenes at @dexoryHQ to see how the robots that scan warehouses actually get made. It starts in R&D, where new autonomy features and hardware changes go through… |
Physical AI's GPT moment is closer than you think. Our CEO @chris_anm01 sat down with @brian_armstrong to explain why, and how Axis is building towards it on @base. Watch ⬇️ https://t.co/bA6iqsWbio |
Meet Nucleus II, an industrial humanoid robot developed by European startup Nucleus Robotics to work alongside humans in factories. Built from feedback gathered during earlier factory deployments, it features a higher payload capacity,… |
Have a productive new week friends! A lot is happening on Base right now, but a few updates stood out to me. @StrikeRobot_ai had XLeRobot complete a 12-step autonomous workflow in simulation. @virtuals_io also showed Astra controlling a… |
The real determinant of high-tech manufacturing capacity sits in critical mineral processing. You cannot scale automotive semiconductors or robotics production without stable domestic access to processed base inputs. https://t.co/GJxBuwv4fc |
Physical AI isn’t just about giving robots more data. At some point, a robot has to make a decision in the real world, where there may be no predefined right answer. That’s where @reppo gets interesting. A robot can generate several… |
A humanoid policy can only react to the information you give it. That information is the observation. In reinforcement learning, the environment has a state. The policy may receive only part of that state. For a humanoid locomotion policy,… |
1. Fremont shut down Model S and Model X and moved the line and the people onto Optimus. Weekly output went from a few dozen in Q2 to several hundred in August, about 10x. The year-end target is a continuous automated line above 1,000 a… |
China's actuator supply base is being built by companies arriving from 5 overlapping industrial backgrounds: 1/ Reducer and motion specialists extending their core gearbox technology. 2/ Precision-transmission companies adding actuators,… |
Humanoid robots are going modular. Japan-based O-ID has introduced Modular, a practical humanoid robot with a wheeled base, designed to fit into existing industrial environments（manufacturing,logistics,inspection） Interestingly, the… |
Feather Robotics just emerged from stealth, having sold its $30k adult-sized bimanual mobile manipulator to customers in manufacturing, food service, and more verticals for the past year. The company's robot is available to order online… |
What would a factory actually want from a humanoid robot? Japan's O-ID’s Modular offers a pragmatic answer--a wheeled, modular robot designed to fit into existing industrial environments. It stands 172 cm tall, weighs 70 kg, has 30 DoF and… |
A lot of Physical AI projects are easy to describe as future infrastructure. What makes @vangrid_io more interesting is that the network is already live. Vangrid launched its web and Android products in July 2026, giving users a way to… |
RL for dynamic tasks requires handling latency. Building on EXPO-FT, we let the base VLA operate on older images while a small edit policy operates in real time. Outperforms RTC by a significant margin, across the board. Paper:… |
IRON makes an entrance at XPENG’s first robotics supply-chain partner conference. Behind the demonstration is a manufacturing push: XPENG says it has signed supplier agreements and is scheduling production. It targets mass production by… |
Your next tennis practice partner... could be a robot. 🎾 TENNIIX ULTRA MAX, built by LimX Dynamics and Enhanced Robotics, debuted at the Billie Jean King Cup Finals opening ceremony in Shenzhen, where Wang Qiang gave it a try. It moves… |
America’s humanoid robot ambitions face a hardware bottleneck. Apptronik CEO Jeff Cardenas says actuators—the motors, gears and electronics that act as a robot’s muscles—can account for up to 60% of its parts cost. And the U.S. supply gap… |
Our work on AthenaZero is the featured story in this month’s issue of @SciRobotics! This bimanual manipulator designed to minimize inertia without compromising control authority. By placing motors closer to the base and using high-torque… |
Humanoid robotics engineering salaries are getting serious in 2026. Some current US salary ranges: • Figure AI — Helix AI Engineer, Robot Learning $200K–$400K • Apptronik — Staff Software Engineer, Humanoid Controls $300K–$350K • Tesla… |
A blast from the early 2025 past: @scsp_ai 's memo to the @POTUS on a National Robotics Strategy is worth reading in full if you follow physical AI policy. SCSP believes physical AI is a growth and competitiveness issue. It treats robotics… |
🚗🤖#Robotics is hard to learn when every part lives in a different tutorial. You can find tutorials for ROS 2, SLAM, Nav2, vision and manipulation. The harder part is seeing how they fit together on an actual mobile robot. That's why… |
My read on Xiaomi shipping MiMo-V2.6-Pro this week: the real story isn't the benchmark score. It's who is now capable of putting up that score. Xiaomi, a phone and appliance company, published MiMo-V2.6-Pro and Flash on Hugging Face… |
Everyone is still arguing about parameter counts while the real efficiency gains come from a different lever: what a weight is allowed to be. Moondream just shipped Parakeet Redux, a speech to text model built by compressing NVIDIA's… |
Quantization crossed a line this week that's easy to miss if you're not building with local models. Compressing a model used to mean trading accuracy for size. Now it sometimes means neither. Vik at M87 Labs, the team behind the Moondream… |
The infrastructure shift I did not expect this month: someone put almost the entire academic paper record onto a single Hugging Face dataset small enough to fit on a consumer SSD. The dataset is called arxiv-complete. 3,148,796 papers,… |
A robot that loads an entire trailer without a forklift. 🤯🚛 Bastian Solutions ULTRA BLUE is designed to automate repetitive trailer loading operations. The mobile robot can drive into trailers, transport boxes, lift them to the required… |
The gain came from the harness, not the model. That line from https://t.co/VlWgutdPl7's research roundup today sums up where agentic engineering is right now: 41.2% to 91.8% success on long-horizon robot tasks, same Qwen3-8B checkpoint,… |
Everyone says "we fine-tuned it with LoRA" like that's one thing. My read after digging into this today: that phrase covers at least six different techniques, and conflating them is why fine-tuning projects burn budget on the wrong lever.… |
PrimeBOT just held its dedicated Q1 and T1 robot launch in Shanghai. The Q1 is an 88 cm humanoid with 22 DoF and full-body force control according to the company. The T1 takes a different route. It can switch between a wheeled humanoid… |
There is an interesting way to look at the whole "AI is moving too fast and could become dangerous to humanity - we need to slow down" debate. I’m not saying the argument is right or wrong. But from an investor’s perspective, “slowing… |
Open source just shipped a 744B agentic model. Shanghai AI Lab released Atria Dawn Preview on September 11 with no blog post, no pricing announcement, and no press release. Just a Hugging Face commit and an FP8 checkpoint the next day. The… |
I gave GPT-6 Astra this image and asked it to recreate the robotic arm. This is what it came up with. You get a good look at the full mechanical chain from the rotating base to the shoulder, elbow, wrist and gripper. The circular joint… |
A Unitree G1 just showed how fast humanoid policies can fail when the environment moves outside their training range. New work from the University of Florida trained a G1 to perform roofing-style motions on pitched surfaces using human VR… |
https://t.co/akpmxgXjk4 Where Can India Actually Be Strong in Semiconductor Industry ? This is probably the part I found most interesting while reading about the semiconductor ecosystem. India doesn’t necessarily need to become good at… |
Moooorning friends! Big one: @vangrid_io closed a $9M raise, and unlike a lot of raises, this one comes with a network that's already live and producing data. Step back for a second and look at where AI actually is right now. We've… |
A 5-axis robotic arm looks very different once you pull every layer apart. This STM32-based design shows the full stack from the gripper down to the base. Five joint modules, forearm and upper-arm links, rotating column, control board,… |
This wk, Li Auto launched its all new i9 pure electric flagship SUV w/ base px of 369.8k RMB Due to BYD's px pressure, all flagship SUV now has a ceiling on their pricing. I'm sure Li Auto would've rather charged higher than L9, but this… |