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🗞️ Pulse first · 3 news posts

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  1. 🗓️ 2026-10-22 · ✍️ RoboterminalEka's Robot Picks 1,500 Things an Hour. Its Gripper Is Rated for About 139 Days of That.
  2. 🗓️ 2026-10-21 · ✍️ RoboterminalSchaeffler Will Buy Thousands of Humanoids From Its Actuator Customers. Its €400 Million Order Book Doesn't Count Those Deals.
  3. 🗓️ 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 21, 2026 · Deployment · posted
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$NVDA $NBIS $IREN $CRWV The world is not ready for the speed of the buildout ahead of us. NVIDIA just unveiled DSX POD at GTC Berlin: complete Vera Rubin AI factories, built and tested inside containers before they ever leave the factory…

Update on Lumentum: > Projected requirement is roughly 72,000 OCS units in 2028, valued at $4.8–$5.0 billion. > Lumentum is fully booked and oversubscribed through 2028. > As of mid-April, Lumentum has stopped accepting new orders due to…

Well said Yeok! -your neighborhood engineer who is also a licensed engineer in China H/t: @walterpchen https://t.co/fVZHeRylPh

Taiwan is planning industrial parks in the United States for $NVDA's AI supply chain. The first one is in Texas and could cost up to $4 billion. More parks are planned, at $2 to $4 billion each. The goal is to bring the smaller suppliers…

Industrial robotics economics always collide with factory safety standards. Tranche-based deployments tied to throughput metrics and ISO 25785-1 certification show how automotive suppliers will actually scale physical automation.…

Skild is showing what happens when robot deployments become a continuous learning loop. $100M annual revenue run rate, 60+ paying customers, and deployments with NVIDIA and Foxconn are already putting S1 into real industrial workflows. The…

Skild just crossed a $100M annual revenue run rate, ten months after its first commercial deployment. It now has 60+ paying customers and is working with NVIDIA and Foxconn to deploy robot arms for Blackwell system assembly. Those…

King Slide founder and chairman Lin Tsung-Chi is now Taiwan’s richest man with a net worth of $17.8B. His business? Drawer slides and precision rail kits for AI servers. That puts him ahead of: • Dario Amodei, Anthropic cofounder & CEO —…

UBTECH’s humanoid business is accelerating fast. @UBTECHRobotics Full-size humanoid revenue reached $88M in H1 2026, up an incredible 1,445% year-over-year. The company shipped 921 full-size humanoids, compared with just 45 during the same…

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