Ultra
What changed, and what is the evidence.
DeploymentsPhysical AIFundingFleetModelsCobotsDataHumanoids
🗞️ 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 21, 2026 · Post · posted
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ABF capacity is a major issue for AI buildout. China currently has 4 major replacement option: 华正's CBF, 生益's SIF, 宏昌's GBF & 纽菲斯's NBF Theoretically, Domestic capacity will surpass China's demand by 2028, but key is qualification process… |
DeepSeek teaching other Chinese AI labs how to do AI inference ultra-efficiently at scale—and on Huawei 950 AI chips. https://t.co/TYk6J5Rc8r |
Morgan Stanley: We believe AWS's planned incremental GPU purchases will skew to Vera Rubin and Rubin Ultra, we see these extra chips driving an extra ~2 GW /~1 GW of compute capacity in '27/'28 vs. our prior estimates. $AMZN $NVDA |
Nomura: Sumitomo Electric is on track to secure Nvidia's qualification for ultra-high-power CPO lasers in FY27 before scaling in 2H28. |
GOOD NEWS 🇯🇵 Tesla is still pushing hard to roll out FSD (Supervised) in Japan by the end of 2026 — and launching the Cybercab there is officially on the table too 🔥 In a recent interview with Nikkei, Tesla Japan President Richi… |
TENNIIX ULTRA MAX brings high-quality AI practice to everyday tennis. Enhanced Robotics × LimX Dynamics combine TRON 2’s all-terrain mobility with TENNIIX PRO: fast court coverage, jumps, precise net stops and real-time returns.… |
🛞 Ever wonder why a Tesla’s acceleration hits like a freight train the exact moment you tap the pedal? 👀 Let’s pop the hood on Tesla’s relentless motor engineering and see what’s really making that happen 🔥 ⚡ Tesla pairs complementary… |
Rubin Ultra has two options sample: one with same material grade as Rubin; the other upgrades the resin from M8 to M9, i.e., M9, Low-Dk 1st-generation cloth plus HVLP4 foil. The latter is more likely but not fully finalized. The orthogonal… |
BREAKING NEWS🚨: @Inferact & Google submit their FIRST preliminary TPUv7 Kimi K3 2.8T Model Submission, and it is already delivering strong perf per TCO against GB200 NVL72, B300, and MI355 in the ultra-high-interactivity regime due to… |
A recent report by WSJ stated that Tesla's airborne Roadster reveal was pure spectacle, engineered for viral social media hype rather than actual showroom sales. Critics wasted no time calling it an expensive parlor trick, scoffing at a… |
Keybanc: Supply chain partners indicate that Nvidia is sampling a Rubin Ultra GPU with 384GB of HBM4E based on 8x12H. This would represent a 33% increase in memory density over Rubin, which has 288GB of HBM4 memory. However, most memory… |
"Roads? Where we're going, we don't need roads." 🛞 The Tesla Roadster launch event has wrapped up, and here is everything you should know from the presentation 🔥 Right out of the gate, flying cars are officially real, and what Tesla and… |
$NBIS Blackwell Ultra (B300) rental prices are up 17 days in a row, to about $7.45 an hour, according to Compute Desk's index of verified U.S. neocloud transactions. That's up roughly 64% from the low of $4.55 last November. And you are… |
90 minutes of work. 9 minutes to charge. Digit 5’s battery, powered by @Nyobolt’s ultra-fast charging technology, is designed for a 10:1 run-to-charge ratio and more than 20 hours of work in a 24-hour day. Read more:… |
Printing a flexible PCB on PET with silver conductive ink. The result? An ultra-lightweight and conformable PCB. Video Credit: Voltera #engineering #printedelectronics https://t.co/h3OSMl3HvK |
While legged robots navigate unstructured environments well, their high energy use and low speeds can hinder longer journeys. Wheeled robots offer efficiency but can struggle with obstacles like curbs or stairs. To bridge this gap between… |
Morgan Stanley: As we move to multi-rack clusters like the Rubin Ultra NVL576, networking doubles its share of total rack value to 20%, while single-rack memory density compresses. GB300 NVL72: 57% GPU | 15% Memory | 8% Networking Rubin… |
Two rideable quadruped robots. Two very different engineering approaches. Zhetron’s Mechanical Leopard and DaxAI’s Qiji XS both combine four-legged mobility with a platform built to carry a rider. Zhetron Mechanical Leopard Shown at the… |
Memory fundamentals are still very strong (stronger than Q1). $MU CEO: - "We expect memory and storage supply demand conditions to be much tighter in fiscal 2027 and 2028 than they were in 2026." - "We do not have line of sight to when… |
MEET THE NEW ULTRA FAST RACK-MOUNTED SR-9𝓲A/R #SCARARobot!⚡🤖 ✅9kg payload with 620mm reach ✅Maximizes floor space ✅Rack mount for low ceiling height See this #robot & more when you visit FANUC @packexposhow: 📍 Booth 5117 🔗… |
ENGINEERING NEWS ⚡️ Tesla has built a lightning-fast battery switch that kills short circuits without a fuse 🎻 A severe crash can crumple parts of an electric vehicle's high-voltage system, and if that damage shorts out the battery,… |
HVLP (High Very Low Profile) is an electrodeposited copper foil engineered with an extraordinarily smooth bonding surface on the side that attaches to the resin or dielectric layer, departing from the naturally rough surface characteristic… |
$SPY finished nearly flat today, down about 0.06% and closing near $778 after dipping as low as about $777. Here are the top stories you need to know. 1. $MSFT announced Maia 300, calling it its biggest bet yet on custom silicon, and said… |
Time travel to the Tang Dynasty🤖🏮 Our ultra-bionic humanoid robot U1 Pro just landed in ancient Chang’an, and honestly… the Tang-style look suits her. 👀✨ #UBTECH #UWORLD #UltraBionic #HumanoidRobot #ChineseCulture https://t.co/GiLzhImKw2 |
Expert Takeaways: Inference > GPU Rental Rates Up ~20%: Driven by HBM supply constraints. Neo-cloud providers are passing hardware cost increases straight to tenants via shorter 1–3 year contracts rather than taking margin cuts. > HBM4… |
Ultra Robotics has raised a $50M Series A (led by Framework Ventures, with Y Combinator), bringing its total to $62M. An e-commerce fulfillment company says each Ultra robot handles 800 to 1,000 shipments, while they only need one human to… |
Ultra raises $62M, including a $50M Series A led by hiFramework. The company is focused on getting robots into real workplaces keeping them running reliably and making them useful alongside people. https://t.co/DeaQrZQG2F… |
Getting robots working could become a huge business. The work continues after a robot reaches its customer. Someone needs to install it and train the team. Someone needs to keep it running throughout the shift. @Ultraroboticsco is building… |
What if you could rent robots instead of buying them? 🤖📦 Ultra has raised $50M to scale its Robotics-as-a-Service model, deploying AI-powered robots that pick, sort and pack warehouse orders for a monthly fee. With 500K+ orders… |
Deployed at customer sites Earning cash Collecting real-world data to train models Having just secured $62 million in funding,Solving distribution problem… Two real-world flywheels are turning for Ultra. https://t.co/R5PQIZOU4L |
Excited to see our partners at @Ultraroboticsco announce their $50M Series A! Ultra is a great example of what's becoming possible when general-purpose robot foundation models meet real-world deployments! https://t.co/V3eHsCa2au |
Sugon-8000 cluster for the AI4S data center has been used in developing reusable rocket for multi-engine exhaust plume interference. Used in 3D high-precision simulation (ultra-HD CT scan of the exhaust plumes). No question AI can be used… |
China is not just building new power plants at breakneck pace but also grid infrastructure: ultra-high voltage lines, battery storage, pumped storage. In May, China announced it would invest $700 billion in grid infrastructure through… |
OP1 from @Ultraroboticsco is such a cool form factor, built around the tasks it actually needs to do. By the time of its latest $50M raise, Ultra was already running in production and says its robots had packed 500,000+ orders.… |
『倉庫業務向け人型ロボット (電源接続、24時間365日稼働可能)』 注文の梱包、仕分け、キッティングなど反復性の高い作業を人に代わって行う。 https://t.co/3wfUJcG9Qt #DualArm #cobot #PhysicalAI #warehouse #packaging #sorting #kitting #Operator #FAIRINO #UltraRobotics https://t.co/Ln26sqqNmp |
Company that deploys robots Distribution proves again that it’s one of the most valuable thing in robotics business https://t.co/foRKbAlYuk |
congrats @JonMSchwartz! Ultra is an awesome partner https://t.co/epypMylgjz |
Full text pending |
Ultra has raised a $50M Series A, bringing its announced funding to $62M. Its warehouse robots pack orders using Physical Intelligence’s AI, with humans stepping in when needed. Ultra says they’ve already packed more than 500,000 orders.… |
Funda Takeaways: OCS > Optical circuit switch (OCS) revenue has surged from under $10m a quarter a year ago to Lumentum expecting over $100m for the September quarter, with total OCS revenue projected to pass $2.5b next year. > Google is… |
Expert Takeaways: Taiwan Union Technology > TUC's top 3 customers are Google, Amazon, and SpaceX. Server business drives 70% of total revenue, while consumer electronics takes 20% and auto/industrial takes 10%. > High-Speed Material… |
More than 150 researchers and academics from leading universities around the world joined AGIBOT’s Academic Night at IROS 2026 to discuss one big question: what will it take to move embodied intelligence forward? The conversations went… |
$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… |
$SKHY $MU $SNDK Memory per GPU is going up, and the math is getting silly. The fear with memory at these prices has always been "de-spec," the idea that chip designers respond to expensive memory by using less of it. BofA's memory team is… |
AGIBOT A3 Ultra is taking on guest-facing service at Shangri-La Shanghai Pudong. Working in the hotel lobby, A3 Ultra welcomes guests, provides information and handles routine guest service tasks. By taking on everyday guest-facing tasks,… |
AGIBOT A3 Ultra is on duty at Jinan Metro Station. In the station, A3 Ultra helps passengers with wayfinding and inquiries, while also supporting routine inspection tasks. From demos to daily operations, AGIBOT humanoid robots are starting… |
What is the actual computing power dedicated to onboard AI in current humanoid robots? The reported figures span a wide range: • AGIBOT A3 Ultra 700 TOPS • RobotEra STAR1 n 275 TOPS • Galbot G1 275 TOPS • AGIBOT RAISE A1 200 TOPS • LimX… |
ULTRA FAST⚡ RACK-MOUNTED SR-9𝓲A/R #SCARA #Robot🤖 ✅9kg payload with 620mm reach ✅Maximizes floor space ✅World-class throughput See more when you visit the FANUC at #PACKEXPOInternational: 📍 Booth 5117 🔗 https://t.co/0C6LjaJJfq… |
AGIBOT A3 Ultra is working as a guide at the AGIBOT Smart Showroom. A3 Ultra welcomes visitors, gives guided tours and introduces the robots and technologies on display, while answering questions along the way. By taking on these everyday… |
Semi-humanoids are underrated. Arms and a torso where you need them, wheels where you don't. Taku, driven by the physical Agent Dyna-2.1(built around Dyna-2), it can whole-body loco-manipulation,and handle ultra-long real-world… |
We are releasing Dyna-2.1, the first Physical Agent that achieves reliable super long-horizon whole-body autonomy. It combines our brand-new semi-humanoid hardware with an agentic system built around Dyna-2 to handle ultra-long real-world… |
China still relies heavily on foreign imports for high-end CNC machines and precision components. From May of this year: “First, core components remain a “chokepoint.” In the three core areas of CNC systems, precision functional… |
Small Size. Smooth Control. 🤖⚙️ At just 22 mm in diameter and 5 mm in height, the CubeMars 2205 Gimbal Motor delivers precise motion in an ultra-compact package. Its compact design helps engineers achieve: 📷 More freedom for… |
Rincell will unveil its tabless RC50T 21700 cell, delivering 100A continuous discharge and ultra-low internal resistance, at DroneX in London. Read more: https://t.co/n74Cbc8BxY |
Chinese robotics company UBTECH has begun delivering its ultra-realistic UWORLD U1 humanoid companion robot. The robot features 88 degrees of freedom, realistic silicone skin, expressive facial movements, emotional AI, and long-term… |
AGIBOT just rolled off its 20,000th humanoid robot, the A3 Ultra. It will be delivered to Chimelong Group for a new embodied robotics theme park jointly developed by the two companies. In the first phase, 300+ humanoid robots will perform,… |
For the first time I can actually picture humanoid robots being part of everyday life. AGIBOT and Chimelong Group have brought 300+ robots to Chimelong’s resort in Zhuhai, China. They’re taking on roles in performances, visitor guidance,… |
The world’s first embodied AI theme park just opened… with 300+ robots on the job. AGIBOT and Chimelong have launched the first phase of the rollout at Chimelong Spaceship Park in Zhuhai, China. Robots are everywhere: aerial acts,… |
Independent, ultra-reliable flight termination technology is what brings Vixos to UST. Vixos Beyond systems are designed to make drone operations safer and accelerate the integration of UAS into civilian airspace. Discover Vixos on UST 👇… |
300+ robots. One resort. Multiple real-world roles. AGIBOT and Chimelong Group have officially launched a large-scale robot deployment at Chimelong in Zhuhai, China. Across the resort, robots are being introduced for performances, AI… |
Coachella of AI is here. Still some tickets available at https://t.co/ODnW6z1Ff5. Line up is ready: Adarsh Kulkarni, Foundry Robotics Alexander Toshev, Wayve Anastasis Germanidis, Runway Andy Chen, Runway Anthony Maggio, Runway Ashley… |
TENNIIX and LimX Dynamics just unveiled ULTRA MAX an embodied AI tennis robot built on the TRON 2 wheeled-leg platform. TENNIIX says it tracks ball trajectory, spin, landing point and player position, then adjusts the next shot based on… |
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… |
Humanoid robots can now work autonomously, handle different tasks, and collaborate with other robots. @AGIBOTofficial is bringing these capabilities into real-world commercial environments like hotels, retail stores, showrooms, and… |
UBTECH began deliveries of its globally popular ultra-bionic humanoid robot, UWORLD U1, on September 16. The first deliveries include Shanghai Yongda Group(a luxury car retailer), Beijing Boshi Group(a major Beijing Mercedes-Benz dealer),… |
UBTECH just shipped the first batch of U1 Series Ultra-Bionic humanoid robots. The first real deployments should tell us pretty quickly what this robot is actually ready to do. https://t.co/mYjemviH7A |
🚀 Milestone Unlocked: The first batch of UWORLD U1 Series Ultra-Bionic Humanoid Robots has been delivered! What was once science fiction is now shipping. 🤖 We can't wait to bring U1 to more places. #UWORLD #UltraBionic #HumanoidRobot… |
Semiconductor Value Chain: Chemicals & Materials Every semiconductor starts with a reliable supply of critical materials. Specialty chemicals, ultra-high-purity chemicals, fluorochemicals and advanced materials form an essential part of… |
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… |
BofA: We do not expect “de-spec” or lower memory content in new GPUs/ ASICs; instead, we assume a further increase, to 1,000GB per Rubin Ultra or 384GB for the new Rubin, vs 288GB currently. $NVDA $AMD $GOOGL $AMZN $MSFT $META |
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… |
China’s humanoid robot landscape is getting crowded fast. This September 2026 map from KeyResearch lists • 100 humanoid robot models and platforms • 44 manufacturers • AGIBOT alone appears with A2 Lite, A2 Ultra, A2-W, A3, G1, G2, X1 and… |
This is where humanoid robotics gets interesting. @AGIBOTofficial A3 Ultra isn’t sitting in a lab waiting for the perfect environment. It’s already being put to work in hotels, car dealerships, grocery stores and subway inspections.… |
AGIBOT A3 Ultra has reached the stage I’ve been waiting for. Robots going to work. It is already operating in hotels, car dealerships, supermarkets and metro inspection, with more deployments underway. What caught my attention is the… |
Humanoid robots are leaving the demo stage. AGIBOT A3 Ultra is already moving into hotels, auto dealerships, supermarkets and metro inspection. Mass production is one milestone. Putting these robots to work in the real world is another. A3… |
AGIBOT A3 Ultra is moving from mass production into real-world deployment. It’s already working in hotels, auto dealerships, supermarkets and metro inspection scenarios, with more deployments underway. Built for continuous operation, A3… |
TEMPO gives a VLA a short history of what the cameras saw and how the robot was moving over the previous moments. The setup uses two 7-DoF I2RT YAM Ultra arms and three cameras. Bottle Handover was the run I spent the most time watching. A… |
USA has Optimus. USA has Atlas. USA has Figure 03. USA has Apollo. USA has Digit 5. China has Unitree G1. China has AGIBOT A2. China has XPENG IRON. China has Walker S2. China has EngineAI T800. China has Fourier GR-2. China has Booster… |
Ultra-Wideband technology for smarter, safer #CommercialVehicles. Discover the opportunities UWB technology creates for the commercial vehicles of tomorrow in our video. #TheMotionTechnologyCompany #Innovation #SchaefflerIAA… |
Goldman Sachs: Nvidia 800VDC expert call takeaways 800VDC adoption is progressing slower than expected, with the technology still in its infancy. In 2030, 800VDC architecture is expected to account for 21% of new datacenters in the US… |
HBM per GPU is shrinking, not growing. Rubin Ultra uses 8-high stacks: 192GB versus 288GB on standard Rubin and B300. A year ago the industry expected 16-high. Per ChipPub and SemiAnalysis, 4-high is next: inference is bandwidth-bound, and… |
Myron Xie joins @JordanNanos on why NVDA's Rubin Ultra preview had 1TB of HBM per package vs the 192GB that ships. It comes down to supply and not performance, why 4-HI more than doubles the cubes you can harvest per wafer, why the loudest… |
Analog front-ends and power management are merging with ultra-low-power neural processing units. In physical AI, sensor fusion must execute within milliwatt power envelopes at the edge rather than shipping raw telemetry to central compute.… |
xAI skipped Grok 4.7 entirely and went straight to 4.8 at 2.5 trillion parameters. That version jump is not marketing. It signals a training stack reset. The real story: xAI built their model training infrastructure in C++. From scratch.… |
With @Cybertruck, we introduced & scaled many automotive firsts 48V architecture: 4x lower current that enables thinner, lighter wiring True Steer-by-Wire with no mechanical steering link, enabling variable steering response Combined with… |
Aluminum Oxide is emerging as a photonic integrated circuit (PIC) platform that addresses the limitations of silicon-based photonics. It offers a broad optical transparency range (UV to mid-infrared), ultra-low optical losses, high power… |
BREAKING NEWS🚨: NVIDIA IS BEING INVESTIGATED BY THE DOJ FOR ANTITRUST CONCERNS OVER THE GROQ LPU DEAL Last year, NVIDIA signed a "non-exclusive license" and hired most of Groq's important people to fill the ultra-fast interactivity… |
Morgan Stanley: CapEx of GW for Rubin Ultra is $50 billion, compared to $39 billion for GB300 and $27 billion for TPUv7. $NVDA $GOOGL |
📣 We recently welcomed Aterrion to UST, a developer of advanced UAS solutions delivering ultra-reliable tactical ISR and monitoring in contested and constrained environments. Discover Aterrion and their tactical drone platforms on UST… |
TPUv7 has a specialized hardware-accelerated unit called the SparseCore. TPU's specialized SparseCore handles data movement, gathering each expert’s tokens into contiguous groups, while the TensorCore is left to run the expert matrix… |
Nvidia is reportedly moving Rubin Ultra to an 8-high HBM stack, down from a 12-high design, as memory costs push the tradeoff toward bandwidth efficiency and system economics, per DigiTimes. Memory pricing is now editing accelerator specs,… |
ALERT🚨🚨: On apples-to-apples InferenceX Comparisons, TPUv7 Ironwood achieves 50% better perf per dollar than Blackwell Ultra on the new TorchTPU external inference stack! TorchTPU brings native PyTorch to TPUs, & along with Google… |
Another important milestone for @AGIBOTofficial at IFA Berlin 2026. The A3 Ultra received multiple certifications from TÜV Rheinland, including RED DA, RED NB and Safety AK. For humanoid robots moving toward global markets, performance is… |
Just a reminder from optical earnings: -> $LITE: "Lasers will remain effectively sold out for the foreseeable future despite our rapid capacity expansion." -> $COHR: "The demand is robust across almost every single product across data… |
TÜV Rheinland Awards Multiple Certifications to AGIBOT at IFA Berlin 2026 🤖 At IFA Berlin 2026, Hüseyin Derman, Regional Sales Manager of @tuvcom_products presented AGIBOT with RED DA, RED NB, and Safety AK certifications for the A3… |
TÜV Rheinland Awards Multiple Certifications to AGIBOT at IFA Berlin 2026 🤖 At IFA Berlin 2026, @tuvcom_products presented AGIBOT with RED DA, RED NB, and Safety AK certifications for the A3 Ultra, further validating its compliance with… |
📣 Welcome RPX Technologies to UST, a U.S.-based developer of ultra-low-SWaP thermal imaging cameras and cores for UAVs and unmanned systems. Read about the EmbIR Gen 3 on the RPX Technologies UST profile. 👇 https://t.co/UglXwObxJ3… |
What is the cost of 1 F-35 fighter in terms of the # of OG Rubin Ultra 1024GB HBM vs. the new Rubin "Ultra" 192GB HBM? https://t.co/JjUlAIVd19 |
Nvidia de-specced Rubin Ultra's HBM from 12-Hi to 8-Hi because the real bottleneck is $/bandwidth, not $/capacity. Let's do the math (1/2)🧵 |
CCL (Copper Clad Laminate) value chain RAW COPPER Refined copper Commodity-priced metal │ ▼ COPPER FOIL Electronic-grade copper Ultra-thin foil Specialised manufacturing │ ▼ COPPER CLAD LAMINATE (CCL) Copper foil + resin + glass fabric +… |