market opportunity$0“the companies that benefit is not only be the robot manufacturers but the real picks and shovels will be the suppliers that provide the robot’s brain, eyes, muscles, joints, sensors and nervous system.”@MilkRoadAI on X
the number of humanoid robots within the next decade1,000,000,000 units“Musk also believes robots could eventually help manufacture more robots, creating a self reinforcing production cycle that accelerates after starting slowly.”@MilkRoadAI on X
Optimus cost curves$0“Building actuators and batteries at automotive volume means Optimus cost curves could drop faster than any pure-play robotics startup can match.”@OperationsPLS on X
Microduck's cost associated with RAM$15“even with only 1 GB of RAM, the memory alone is already 10–15% of Microduck's total price.”@Thom_Wolf on X
mechanical integration of motors in robotic hands0 units“Compact frameless motors can be integrated directly into dexterous robotic hands to drive finger and joint movement while keeping the mechanism extremely compact.”@techniahqrobot on X
performance requirements for humanoid robotic hands0 units“For humanoid robots, hand performance will depend heavily on this kind of engineering high torque, precise control and more actuators packed into very limited space.”@techniahqrobot on X
Harmonic Drive LLC50 units“With over 50 years of experience, our expert engineering and production teams continually develop enabling technologies for the evolving motion control market.”@Electromate on X
Sam Altman just confirmed something OpenAI had never said this clearly before. OpenAI will definitely build humanoid robots. In a new interview with Alex Heath, Altman said the humanoid form makes sense because the physical world was designed around humans. Doors, stairs, tools, vehicles and workplaces already fit our body shape. But the body is not the main challenge. The brain is. OpenAI is already hiring across the hardware stack, including custom actuators, motors, transmissions, sensors, firmware, electronics, thermal systems, simulation and reinforcement learning. Its robotics team is…
5:08 AM ET
@smsehy
5:08 AM ET@smsehy
@smsehy on X
Eliminating mechanical driver interfaces requires complete hardware redundancy across steering actuators, braking modulators, and power distribution rails certified to ISO 26262 ASIL D standards. https://t.co/A8hbrR1hdY
4:57 AM ET
@smsehy
4:57 AM ET@smsehy
@smsehy on X
Removing mechanical steering controls cuts vehicle interior mass and complexity, but shifts the entire safety burden to fault-tolerant drive-by-wire actuators and redundant power buses certified to ASIL D standards. https://t.co/xB2ioQqkzG
11:26 AM ET
NVIDIA
$NVDA
11:26 AM ETNVIDIA
@MilkRoadAI on X
Sam Altman is saying that OpenAI plans to build a humanoid robot, along with other designs because the world around us was built for humans (Save this). Doors, stairs, computers, tools, kitchens, vehicles, and factory equipment are all designed around the human body, a robot with a similar shape could therefore perform useful tasks without requiring people to redesign the entire world. His bigger vision is that one day, everyone could have a personal robot that handles the jobs they do not want to do like cleaning, carrying things, operating equipment, helping elderly people, or completing…
3:19 AM ET
https://x.com/derek__Watson
3:19 AM EThttps://x.com/derek__Watson
DeReK WaTSoN on X: "Everyone is watching Optimus, Figure and Unitree.
I went looking at what actually goes inside the bloody things.
Motors. Bearings. Roller screws. Precision gears. Encoders. Force sensors. Magnets. Actuators.
Then I looked at who makes them, how difficult they are to manufactu… / X
Post Log in Sign up Post DeReK WaTSoN on X: "Everyone is watching Optimus, Figure and Unitree. I went looking at what actually goes inside the bloody things. Motors. Bearings. Roller screws. Precision gears. Encoders. Force sensors. Magnets. Actuators. Then I looked at who makes them, how difficult they are to manufacture and what happens if we really try to build millions of robots a year. That turned out to be much more interesting than the robots. https://t.co/5FwpR2zAbR" - DeReK WaTSoN @derek\\Watson Everyone is watching Optimus, Figure and Unitree. I went looking at what actually goes…
10:31 PM ET
ZIZiNovaLabs
10:31 PM ETZIZiNovaLabs
LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows.
@ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, includi… / X
Post Log in Sign up Post LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows. @ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, including formwork assembly, multi-layer rebar placement and tying. TRON 2 serves as a modular and extensible embodied robotic platform for multi-tool, multi-step tasks across large workspaces. Its dual arms handle construction tools and materials across different orientations and…
7:00 PM ET
NVIDIA
$NVDA
7:00 PM ETNVIDIA
From Robot Development to Deployment with Isaac GR00T & Jetson Thor - YouTube
From Robot Development to Deployment with Isaac GR00T & Jetson Thor Visibility: Public Uploaded by: NVIDIA Omniverse Uploaded at: 2026-08-27 Published at: 2026-08-26 Length: 1:17:39 Views: 12267 Likes: 131 Category: Science & Technology Description Transcript [music] We're coming in hot. [laughter] This live stream is off the hook. You guys are really going to love this one. As you can see, right next to me, we've got a nice little stage uh camera set up with a nice little uh little robot setup. We're going to go into that a little bit later, but I'm so happy for you to join us. Welcome to…
6:58 PM ET
Figure
6:58 PM ETFigure
@SAldwais on X
الصناعة في مجال الروبوتات الشبيهة بالإنسان (Humanoid Robots) منقسمة حاليًا بين طريقتين لتصميم اليد: 1. اليد المدفوعة بالأوتار (Tendon-driven) الموتورات تكون في الساعد، والكابلات (مثل الأوتار في جسم الإنسان) تسحب الأصابع. المميزات: •الأصابع خفيفة جدًا •مرونة عالية وقريبة من حركة اليد البشرية •قدرة أكبر على التحكم الدقيق العيوب: •التصنيع والمعايرة معقدان •الصيانة صعبة (غالبًا تحتاج فك المعصم لإصلاح وتر واحد) أمثلة: Tesla Optimus V3، 1X NEO، Agibot Omnihand Pro 2. المحركات داخل الأصابع (In-finger actuators) كل محرك موضوع مباشرة في راحة اليد أو في سلاميات الأصبع نفسه. المميزات: •التجميع أبسط…
12:42 PM ET
@GoingBallistic5
12:42 PM ET@GoingBallistic5
@GoingBallistic5 on X
Humanoid-esque, but not humanoid What I see missing: No hand. A passive claw attachment is used to avoid grip strength test. Limited wrist DoFs Second no test of pull-up strength as it leaps into position. Most of the work is done by gravity through pendulum swings. Though the shoulder actuators are not strong enough to lift the bot, I am impressed they didn’t break supporting the weight. At least during this brief test. It’s an impressive test of policy, not power
11:12 AM ET
Tesla
$TSLA
11:12 AM ETTesla
@MilkRoadAI on X
Elon Musk thinks humanoid robots could become a bigger industry than almost anyone expects (Save this). @elonmusk said the usefulness of a humanoid robot depends on three factors, the quality of its artificial intelligence software, the performance of its onboard chip and the dexterity of its mechanical systems, especially its hands. Because all three areas are improving rapidly, even small advances could multiply together and make robots significantly more capable over time. Musk also believes robots could eventually help manufacture more robots, creating a self reinforcing production cycle…
11:09 AM ET
@OperationsPLS
11:09 AM ET@OperationsPLS
@OperationsPLS on X
The get-up is the right metric. Recovery from falls under contact stress reveals actuator limits and balance policy robustness in ways clean demos never expose. China building a sport format around this is genuinely useful stress-testing. @0_x_Bender
10:06 PM ET
Figure
10:06 PM ETFigure
@sreexts on X
Brett Adcock bragging that Figure is "crazy vertically integrated" is the tell. Humanoid winners will not be the ones with the best demo video. They will be the ones who own their actuators, training data, and Helix weights on one campus. Robotics is eating the OpenAI playbook in reverse.
5:42 PM ET
@ricci_nov
5:42 PM ET@ricci_nov
@ricci_nov on X
A TAM revised 5x without a shipping product means the assumptions moved, not the market — and every dollar in that curve sits past 2030, which is beyond the horizon of any semi order book being written today. The near-term BOM story for humanoids is actuators and reducers, not silicon.
5:00 PM ET
SCSchaeffler
5:00 PM ETSCSchaeffler
The hardest problem in physical AI may be the magnet, not the model
Skip to content AI Learning and Artificial Intelligence Credit: Canva Actuators account for 40% to 60% of a humanoid robot’s bill of materials and China refines roughly 90% of the rare earth magnets inside them, which makes the components rather than the models the limit on scale. Europe has a 2030 cap on single country supply under the Critical Raw Materials Act, and one company, Schaeffler, building the actuators at volume. The hardest problem in physical AI is not the AI. Actuators are in short supply from a small pool of qualified manufacturers, and new capacity takes years, not quarters,…
1:48 PM ET
ANAnthropic
1:48 PM ETANAnthropic
Standardizing Physical AI: Why Common Hardware Interfaces Could Accelerate Generalization - Humanoid Analytics
Close Menu - Companies - Company Tracker - Deployment Tracker - Funding Tracker - Deployments - Technology - Funding - Markets - Our Services X (Twitter) Mastodon LinkedIn Switch to Dark Design - easier on eyes.Switch to Light Design. Search Switch to Dark Design - easier on eyes.Switch to Light Design. Search Technology Standardizing Physical AI: Why Common Hardware Interfaces Could Accelerate Generalization The physical world will remain unpredictable, but common machine-readable contracts for sensors, actuators, state and safety could reduce the integration burden facing general-purpose…
1:48 PM ET
ANAnthropic
1:48 PM ETANAnthropic
Standardizing Physical AI: Why Common Hardware Interfaces Could Accelerate Generalization - Humanoid Analytics
Close Menu - Companies - Company Tracker - Deployment Tracker - Funding Tracker - Deployments - Technology - Funding - Markets - Our Services X (Twitter) Mastodon LinkedIn Switch to Dark Design - easier on eyes.Switch to Light Design. Search Switch to Dark Design - easier on eyes.Switch to Light Design. Search Technology Standardizing Physical AI: Why Common Hardware Interfaces Could Accelerate Generalization The physical world will remain unpredictable, but common machine-readable contracts for sensors, actuators, state and safety could reduce the integration burden facing general-purpose…
11:29 AM ET
Unitree Robotics
11:29 AM ETUnitree Robotics
@UnitreeRobotics on X
@matth_lapeyre @MarwaEldiwiny We apologize, we did not express ourselves clearly, which led to a misunderstanding. Microduck is not using Unitree's Servo. We simply recommend giving our servo actuators a try.
11:27 AM ET
Unitree Robotics
11:27 AM ETUnitree Robotics
@UnitreeRobotics on X
We apologize, we did not express ourselves clearly, which led to a misunderstanding. Microduck is not using Unitree's Servo. We simply recommend giving our servo actuators a try.
11:09 AM ET
Tesla
$TSLA
11:09 AM ETTesla
@OperationsPLS on X
The car-company framing undersells the real moat: Tesla's manufacturing scale. Building actuators and batteries at automotive volume means Optimus cost curves could drop faster than any pure-play robotics startup can match. @HumanoidsHQ
10:10 AM ET
@Thom_Wolf
10:10 AM ET@Thom_Wolf
@Thom_Wolf on X
People don't realize it, but even with only 1 GB of RAM, the memory alone is already 10–15% of Microduck's total price. Crazy when you consider there are 15 actuators in the robot.
9:53 AM ET
SoftBank
$SFTBY
9:53 AM ETSoftBank
SoftBank in talks for majority stake in humanoid maker 1X at $6bn… | Newnex
Back to feed Public Preview SoftBank in talks for majority stake in humanoid maker 1X at $6bn valuation Team S ·2 days ago SoftBank is in talks to acquire a majority stake in humanoid robotics company 1X Technologies at a $6 billion valuation. 1X had been seeking a $10 billion valuation less than a year ago. The company was founded as Halodi Robotics, developing actuators and full-body control Members only Sign in to read the full post Newnex — Venture Capital Syndication and Co-Investment For Institutional Investors. Create free account Sign in SoftBank in talks for majority stake in…
9:53 AM ET
SoftBank
$SFTBY
9:53 AM ETSoftBank
SoftBank in talks for majority stake in humanoid maker 1X at $6bn… | Newnex
Back to feed Public Preview SoftBank in talks for majority stake in humanoid maker 1X at $6bn valuation Team S ·2 days ago SoftBank is in talks to acquire a majority stake in humanoid robotics company 1X Technologies at a $6 billion valuation. 1X had been seeking a $10 billion valuation less than a year ago. The company was founded as Halodi Robotics, developing actuators and full-body control Members only Sign in to read the full post Newnex — Venture Capital Syndication and Co-Investment For Institutional Investors. Create free account Sign in SoftBank in talks for majority stake in…
11:48 PM ET
Unitree Robotics
11:48 PM ETUnitree Robotics
Brushless Digital Servo Compact and Designed for Embodied Intelligence Applications - Unitree Robotics
Brushless Digital Servo Compact and Designed for Embodied Intelligence Applications - Brushless Motor Long Life, Low Inertia, High Speed, Force Control - Temperature and Position Sensors - Precision Gearbox (Backdrivable) - Highly Integrated - High Power, High Speed - High-Speed Communication - Model Max (Stall) Torque Torque Opposite to Speed Direction Baud Rate Max (No-Load) Speed No-Load Current - J288 1.5Nm J288 6,000,000bps J288 35rad/s (334rpm)@25.2V / 16.5rad/s (157rpm)@12V J288 [email protected] 0.27A@12V - S288 0.6Nm S288 6,000,000bps S288 16.5rad/s (157rpm)@12V S288 0.27A@12V Control…
9:26 PM ET
1X
9:26 PM ET1X
@QuasarShift on X
🚨 WHEN ENGINEERS ARE ALLOWED TO COOK - THIS ROBOT HAND HAS 22 DEGREES OF FREEDOM 1X's NEO humanoid hand, tendons moving like human muscles, picking up everything from eggs to tools 🤖✋ What most don't know: NEO hand = 22 motors, force sensors in each fingertip, learns by watching humans - not coding. 1X wants this in your home by 2026-27 to fold laundry, do dishes. That "cook" joke is real - engineers finally freed from industrial robot cages. Your next roommate might have this hand.
10:56 AM ET
@santoshsingh1
10:56 AM ET@santoshsingh1
@santoshsingh1 on X
4/11 – What is the key question: ❌ Which humanoid robot will win? Tesla? Unitree? Figure? Someone else? ➡️What does EVERY humanoid robot need? Because the winner may change. The supply chain doesn't. Actuators can potentially represent ~40–60% of a humanoid's BOM. And inside the actuator? Gearbox Motor Driver Bearings Sensors Go one level deeper. The gearbox itself can represent roughly 30–50% of actuator cost. So the investment trail starts looking like: Robot → Actuator → Gearbox Follow the value.
6:01 AM ET
HYHyundai
6:01 AM ETHYHyundai
South Korea Commits KRW 2.3 Trillion to Build Full-Stack Humanoid Robotics Ecosystem by 2030 | Humanoids Daily
Search articles Key Takeaways Show all - Dedicated Humanoid Capital: South Korea is investing KRW 2.3 trillion ($1.66 billion) through 2030 to build an indigenous, full-stack humanoid robotics industry, backed by an additional KRW 2.8 trillion ($2.0 billion) for field verification. - Aggressive Localization Targets: The plan seeks to raise domestic localization of core humanoid components from 45% to 80%, transitioning legacy auto parts manufacturers into precision robotics suppliers. - State Procurement Pipeline: The government will purchase 1,080 humanoid robots and roughly 5,000 total…
9:57 PM ET
@techniahqrobot
9:57 PM ET@techniahqrobot
@techniahqrobot on X
This is what’s hiding inside the next generation of robotic hands. Compact frameless motors can be integrated directly into dexterous robotic hands to drive finger and joint movement while keeping the mechanism extremely compact. For humanoid robots, hand performance will depend heavily on this kind of engineering high torque, precise control and more actuators packed into very limited space. Walking gets most of the attention. But dexterous hands may decide how useful humanoid robots actually become.
9:54 AM ET
Unitree
9:54 AM ETUnitree
The Humanoid Race Is Moving From Lab to Factory
Categories: Premium Subscription Updates / General Market Commentary Topics: Digital Dispatch / General Market Commentary- BW The Humanoid Race Is Moving From Lab to Factory Shares Share Post Share Email While American investors remain obsessed with the next AI model, China is staging the opening ceremony for physical AI. The recent Unitree IPO was not subtle. One of the world’s leading humanoid-robot makers raised about $905 million in Shanghai, then saw its shares surge more than 500% in its market debut after retail demand oversubscribed the offering by more than 8,000 times. That is not…
2:17 AM ET
1X Technologies
2:17 AM ET1X Technologies
@marketmaker_hq on X
10,000 humanoid robots sold out in 5 days generating $200,000,000+ in pre-orders overnight OpenAI backed 1X Technologies just proved consumer demand for home bots is officially reaching mass hysteria with NEO: • Price: $20,000 flat (or $499/month, less than leasing a sedan) • Design: Soft fabric body with muscle like tendon actuators (no rigid steel gears) • Weight: 62 kg, completely unassisted spatial AI • Demand: 1X is already rushing a dedicated California mega factory just to scale production The physical robotics boom is arriving faster than predicted but hardware is only half the…
9:44 AM ET
ELELECTROMATE
9:44 AM ETELELECTROMATE
@Electromate on X
High-Performance Gearheads for Servo and Stepper Motors HarmonicPlanetary® HPGP / HPG / HPN / HPF / HPG Helical HarmonicDrive® CSG-GH / CSF-GH Sold & Serviced by: ELECTROMATE Toll Free Phone: (877) SERV098 Toll Free Fax: (877) SERV099 www.electromate.com [email protected] Revolutionary Technology for Evolving Industries Harmonic Drive LLC engineers and manufactures precision servo actuators, gearheads and gear component sets. We work with industry-leading customers and companies of all sizes to provide both standard product and custom-engineered solutions to meet their mission critical…
6:31 AM ET
PRpollen robotics
6:31 AM ETPRpollen robotics
Thomas Wolf on X: "We have a huge news to share today!
Today we are unveiling the first truly accessible RL robot - welcome Microduck
A 25 cm tiny open-source biped with 15 actuators and packed with sensors (camera, speaker, LiDAR, NFC, bluetooth, wifi, etc) that you train yourself with reinforce… / X
Post Log in Sign up Post Thomas Wolf on X: "We have a huge news to share today! Today we are unveiling the first truly accessible RL robot - welcome Microduck A 25 cm tiny open-source biped with 15 actuators and packed with sensors (camera, speaker, LiDAR, NFC, bluetooth, wifi, etc) that you train yourself with reinforcement learning. It's also playable out of the box with more than half a dozen fun and playful pre-trained policies to have it walk, sit, crouch, roller-skate, pick up objects with its articulated beak, and recover on its own. And all for less than $400. See all the details,…
9:21 PM ET
@ricci_nov
9:21 PM ET@ricci_nov
@ricci_nov on X
@cb_doge Every humanoid demo is bottlenecked on the same three things, and none of them is the AI: actuator torque density, battery energy density, and hand durability past a few thousand grasp cycles. The model can already plan the task — the wrist is what wears out first.
10:17 AM ET
MCMcKinsey
10:17 AM ETMCMcKinsey
@HumanoidAn on X
The biggest opportunity in humanoid robotics may not be building the robot itself. It may be solving the bottlenecks every robot company faces: cheaper actuators, dexterous hands, better training data, safety systems, factory integration, and reliable fleet operations. In the race to build humanoids, the biggest winners could be the startups selling the picks and shovels. #HumanoidRobotics #PhysicalAI #RoboticsStartups #IndustrialAutomation #EmbodiedAI #Startups #Startup #Humanoid #Humanoids #Robotics #HumanoidAnalytics @McKinsey @NVIDIARobotics @BMWGroup @Figure_robot @NIST
3:40 PM ET
GAGeneralist AI
3:40 PM ETGAGeneralist AI
Generalist on X: "GEN-1.5, our latest embodied foundation model, can learn new tasks prompted with 3 - 12 seconds of a single demonstration, no gradient updates or fine-tuning. It generalizes prompts to new situations, recovers from mistakes, and improvises new strategies to reach the same goal." / X
Post Log in Sign up Post Generalist on X: "GEN-1.5, our latest embodied foundation model, can learn new tasks prompted with 3 - 12 seconds of a single demonstration, no gradient updates or fine-tuning. It generalizes prompts to new situations, recovers from mistakes, and improvises new strategies to reach the same goal." - Generalist @GeneralistAI Aug 19 Introducing GEN-1.5, a one-shot learner. It can learn new tasks in a few seconds. Show it what to do, and it generalizes. This capability emerged from pretraining on physical data at scale, as a step towards our mission of building general…
12:00 PM ET
Google DeepMind
$GOOGL
12:00 PM ETGoogle DeepMind
Gemini Robotics 2 brings whole body intelligence to robots — Google DeepMind
Skip to main content July 30, 2026 Models Gemini Robotics 2 brings whole body intelligence to robots Carolina Parada Share Your browser does not support the video tag. From feet to fingertips — we are teaching robots intelligent whole-body control, fine dexterity, and teamwork to complete a broad range of complex tasks For decades, we’ve dreamed of robots that can seamlessly step into our world and lend a hand. Now, that vision takes a significant stride forward. Most robots are pre-programmed or teleoperated for narrow, repetitive task sequences. They lack the ability to truly learn for…
—
Unitree Robotics
—Unitree Robotics
Brushless Digital Servo Compact and Designed for Embodied Intelligence Applications - Unitree Robotics
Brushless Digital Servo Compact and Designed for Embodied Intelligence Applications - Brushless Motor Long Life, Low Inertia, High Speed, Force Control - Temperature and Position Sensors - Precision Gearbox (Backdrivable) - Highly Integrated - High Power, High Speed - High-Speed Communication - Model Max (Stall) Torque Torque Opposite to Speed Direction Baud Rate Max (No-Load) Speed No-Load Current - J288 1.5Nm J288 6,000,000bps J288 35rad/s (334rpm)@25.2V / 16.5rad/s (157rpm)@12V J288 [email protected] 0.27A@12V - S288 0.6Nm S288 6,000,000bps S288 16.5rad/s (157rpm)@12V S288 0.27A@12V Control…
—
CRClone Robotics
—CRClone Robotics
Hi, I'm Lexie Hart, your Robo Brief host. Today, humanoid robots are getting more lifelike, more affordable, and more u…
Hi, I'm Lexie Hart, your Robo Brief host. Today, humanoid robots are getting more lifelike, more affordable, and more useful all at once. First, Clone Robotics shows off Proto Clone, a startling Android built from artificial muscles instead of motors. Then, Kepler pushes its Forerunner K2 humanoid into mass production. And Reflex Robotics puts a wheeled humanoid to work moving packages in real warehouses. Let's dive in. First up, Clone Robotics and a machine that looks less like a robot and more like a living body. Its Android, called Proto Clone, is a full-size humanoid built with a…
Who makes the actuators?
On this layer
1x8Tesla6Unitree6NVIDIA5Figure AI4Anthropic2Boston Dynamics2Carnegie Mellon2Harmonic Drive LLC2HHMI Janelia2OpenAI2QuEra2SoftBank2Universal Robots2Actuator BOM contribution1adaptation time for new robot embodiments1Agibot1Agility1Ambarella1Amphenol1Apptronik1AUKI1BMWGroup1Bosch1california-mega-factory1Carnegie Mellon integration time1CATL1civilian robot1Clone Robotics1ELECTROMATE1europe1Fictiv1Figure_robot1Forerunner K2 humanoid1Gearbox cost contribution1Generalist AI1Google DeepMind1Halodi Robotics1hand durability past a few thousand grasp cycles.1Harmonic Drive1Harmonic Drive AG1Harmonic Drive Systems1Harmonic Drive Systems, Inc.1herzogenaurach1Humanoid robots procurement1Hyundai1Integration of robotic components.1Intel1Kepler1LG1LimX Dynamics1market opportunity1massachusetts1McKinsey1mechanical integration of motors in robotic hands1Microduck1Microduck's cost associated with RAM1ministry-of-science-and-ict1MISUMI1Nabtesco1Nidec1NIST1Noble Machines1NVIDIARobotics1Panasonic1PEAQ1performance requirements for humanoid robotic hands1pollen robotics1QuEra controller success rate1Reflex Robotics1Regal Rexnord1RoboSense1robot design1robot manufacturing1Robotis1Samsung1Schaeffler1Schaeffler’s agreement with Humanoid1seed studio1Sharpa1Sony1south-korea-ministry-of-planning-and-budget1success rate for few-shot learning1Success rate of AI-controlled trials.1TE Connectivity1Texas Instruments1the number of humanoid robots within the next decade1Total robotic systems procurement1training duration1TRON 21Wonik Robotics1ZiNovaLabs1
market opportunity$0“the companies that benefit is not only be the robot manufacturers but the real picks and shovels will be the suppliers that provide the robot’s brain, eyes, muscles, joints, sensors and nervous system.”@MilkRoadAI on X
the number of humanoid robots within the next decade1,000,000,000 units“Musk also believes robots could eventually help manufacture more robots, creating a self reinforcing production cycle that accelerates after starting slowly.”@MilkRoadAI on X
Optimus cost curves$0“Building actuators and batteries at automotive volume means Optimus cost curves could drop faster than any pure-play robotics startup can match.”@OperationsPLS on X
Microduck's cost associated with RAM$15“even with only 1 GB of RAM, the memory alone is already 10–15% of Microduck's total price.”@Thom_Wolf on X
mechanical integration of motors in robotic hands0 units“Compact frameless motors can be integrated directly into dexterous robotic hands to drive finger and joint movement while keeping the mechanism extremely compact.”@techniahqrobot on X
performance requirements for humanoid robotic hands0 units“For humanoid robots, hand performance will depend heavily on this kind of engineering high torque, precise control and more actuators packed into very limited space.”@techniahqrobot on X
Harmonic Drive LLC50 units“With over 50 years of experience, our expert engineering and production teams continually develop enabling technologies for the evolving motion control market.”@Electromate on X
Sam Altman just confirmed something OpenAI had never said this clearly before. OpenAI will definitely build humanoid robots. In a new interview with Alex Heath, Altman said the humanoid form makes sense because the physical world was designed around humans. Doors, stairs, tools, vehicles and workplaces already fit our body shape. But the body is not the main challenge. The brain is. OpenAI is already hiring across the hardware stack, including custom actuators, motors, transmissions, sensors, firmware, electronics, thermal systems, simulation and reinforcement learning. Its robotics team is…
5:08 AM ET
@smsehy
5:08 AM ET@smsehy
@smsehy on X
Eliminating mechanical driver interfaces requires complete hardware redundancy across steering actuators, braking modulators, and power distribution rails certified to ISO 26262 ASIL D standards. https://t.co/A8hbrR1hdY
4:57 AM ET
@smsehy
4:57 AM ET@smsehy
@smsehy on X
Removing mechanical steering controls cuts vehicle interior mass and complexity, but shifts the entire safety burden to fault-tolerant drive-by-wire actuators and redundant power buses certified to ASIL D standards. https://t.co/xB2ioQqkzG
11:26 AM ET
NVIDIA
$NVDA
11:26 AM ETNVIDIA
@MilkRoadAI on X
Sam Altman is saying that OpenAI plans to build a humanoid robot, along with other designs because the world around us was built for humans (Save this). Doors, stairs, computers, tools, kitchens, vehicles, and factory equipment are all designed around the human body, a robot with a similar shape could therefore perform useful tasks without requiring people to redesign the entire world. His bigger vision is that one day, everyone could have a personal robot that handles the jobs they do not want to do like cleaning, carrying things, operating equipment, helping elderly people, or completing…
3:19 AM ET
https://x.com/derek__Watson
3:19 AM EThttps://x.com/derek__Watson
DeReK WaTSoN on X: "Everyone is watching Optimus, Figure and Unitree.
I went looking at what actually goes inside the bloody things.
Motors. Bearings. Roller screws. Precision gears. Encoders. Force sensors. Magnets. Actuators.
Then I looked at who makes them, how difficult they are to manufactu… / X
Post Log in Sign up Post DeReK WaTSoN on X: "Everyone is watching Optimus, Figure and Unitree. I went looking at what actually goes inside the bloody things. Motors. Bearings. Roller screws. Precision gears. Encoders. Force sensors. Magnets. Actuators. Then I looked at who makes them, how difficult they are to manufacture and what happens if we really try to build millions of robots a year. That turned out to be much more interesting than the robots. https://t.co/5FwpR2zAbR" - DeReK WaTSoN @derek\\Watson Everyone is watching Optimus, Figure and Unitree. I went looking at what actually goes…
10:31 PM ET
ZIZiNovaLabs
10:31 PM ETZIZiNovaLabs
LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows.
@ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, includi… / X
Post Log in Sign up Post LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows. @ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, including formwork assembly, multi-layer rebar placement and tying. TRON 2 serves as a modular and extensible embodied robotic platform for multi-tool, multi-step tasks across large workspaces. Its dual arms handle construction tools and materials across different orientations and…
7:00 PM ET
NVIDIA
$NVDA
7:00 PM ETNVIDIA
From Robot Development to Deployment with Isaac GR00T & Jetson Thor - YouTube
From Robot Development to Deployment with Isaac GR00T & Jetson Thor Visibility: Public Uploaded by: NVIDIA Omniverse Uploaded at: 2026-08-27 Published at: 2026-08-26 Length: 1:17:39 Views: 12267 Likes: 131 Category: Science & Technology Description Transcript [music] We're coming in hot. [laughter] This live stream is off the hook. You guys are really going to love this one. As you can see, right next to me, we've got a nice little stage uh camera set up with a nice little uh little robot setup. We're going to go into that a little bit later, but I'm so happy for you to join us. Welcome to…
6:58 PM ET
Figure
6:58 PM ETFigure
@SAldwais on X
الصناعة في مجال الروبوتات الشبيهة بالإنسان (Humanoid Robots) منقسمة حاليًا بين طريقتين لتصميم اليد: 1. اليد المدفوعة بالأوتار (Tendon-driven) الموتورات تكون في الساعد، والكابلات (مثل الأوتار في جسم الإنسان) تسحب الأصابع. المميزات: •الأصابع خفيفة جدًا •مرونة عالية وقريبة من حركة اليد البشرية •قدرة أكبر على التحكم الدقيق العيوب: •التصنيع والمعايرة معقدان •الصيانة صعبة (غالبًا تحتاج فك المعصم لإصلاح وتر واحد) أمثلة: Tesla Optimus V3، 1X NEO، Agibot Omnihand Pro 2. المحركات داخل الأصابع (In-finger actuators) كل محرك موضوع مباشرة في راحة اليد أو في سلاميات الأصبع نفسه. المميزات: •التجميع أبسط…
12:42 PM ET
@GoingBallistic5
12:42 PM ET@GoingBallistic5
@GoingBallistic5 on X
Humanoid-esque, but not humanoid What I see missing: No hand. A passive claw attachment is used to avoid grip strength test. Limited wrist DoFs Second no test of pull-up strength as it leaps into position. Most of the work is done by gravity through pendulum swings. Though the shoulder actuators are not strong enough to lift the bot, I am impressed they didn’t break supporting the weight. At least during this brief test. It’s an impressive test of policy, not power
11:12 AM ET
Tesla
$TSLA
11:12 AM ETTesla
@MilkRoadAI on X
Elon Musk thinks humanoid robots could become a bigger industry than almost anyone expects (Save this). @elonmusk said the usefulness of a humanoid robot depends on three factors, the quality of its artificial intelligence software, the performance of its onboard chip and the dexterity of its mechanical systems, especially its hands. Because all three areas are improving rapidly, even small advances could multiply together and make robots significantly more capable over time. Musk also believes robots could eventually help manufacture more robots, creating a self reinforcing production cycle…
11:09 AM ET
@OperationsPLS
11:09 AM ET@OperationsPLS
@OperationsPLS on X
The get-up is the right metric. Recovery from falls under contact stress reveals actuator limits and balance policy robustness in ways clean demos never expose. China building a sport format around this is genuinely useful stress-testing. @0_x_Bender
10:06 PM ET
Figure
10:06 PM ETFigure
@sreexts on X
Brett Adcock bragging that Figure is "crazy vertically integrated" is the tell. Humanoid winners will not be the ones with the best demo video. They will be the ones who own their actuators, training data, and Helix weights on one campus. Robotics is eating the OpenAI playbook in reverse.
5:42 PM ET
@ricci_nov
5:42 PM ET@ricci_nov
@ricci_nov on X
A TAM revised 5x without a shipping product means the assumptions moved, not the market — and every dollar in that curve sits past 2030, which is beyond the horizon of any semi order book being written today. The near-term BOM story for humanoids is actuators and reducers, not silicon.
5:00 PM ET
SCSchaeffler
5:00 PM ETSCSchaeffler
The hardest problem in physical AI may be the magnet, not the model
Skip to content AI Learning and Artificial Intelligence Credit: Canva Actuators account for 40% to 60% of a humanoid robot’s bill of materials and China refines roughly 90% of the rare earth magnets inside them, which makes the components rather than the models the limit on scale. Europe has a 2030 cap on single country supply under the Critical Raw Materials Act, and one company, Schaeffler, building the actuators at volume. The hardest problem in physical AI is not the AI. Actuators are in short supply from a small pool of qualified manufacturers, and new capacity takes years, not quarters,…
1:48 PM ET
ANAnthropic
1:48 PM ETANAnthropic
Standardizing Physical AI: Why Common Hardware Interfaces Could Accelerate Generalization - Humanoid Analytics
Close Menu - Companies - Company Tracker - Deployment Tracker - Funding Tracker - Deployments - Technology - Funding - Markets - Our Services X (Twitter) Mastodon LinkedIn Switch to Dark Design - easier on eyes.Switch to Light Design. Search Switch to Dark Design - easier on eyes.Switch to Light Design. Search Technology Standardizing Physical AI: Why Common Hardware Interfaces Could Accelerate Generalization The physical world will remain unpredictable, but common machine-readable contracts for sensors, actuators, state and safety could reduce the integration burden facing general-purpose…
1:48 PM ET
ANAnthropic
1:48 PM ETANAnthropic
Standardizing Physical AI: Why Common Hardware Interfaces Could Accelerate Generalization - Humanoid Analytics
Close Menu - Companies - Company Tracker - Deployment Tracker - Funding Tracker - Deployments - Technology - Funding - Markets - Our Services X (Twitter) Mastodon LinkedIn Switch to Dark Design - easier on eyes.Switch to Light Design. Search Switch to Dark Design - easier on eyes.Switch to Light Design. Search Technology Standardizing Physical AI: Why Common Hardware Interfaces Could Accelerate Generalization The physical world will remain unpredictable, but common machine-readable contracts for sensors, actuators, state and safety could reduce the integration burden facing general-purpose…
11:29 AM ET
Unitree Robotics
11:29 AM ETUnitree Robotics
@UnitreeRobotics on X
@matth_lapeyre @MarwaEldiwiny We apologize, we did not express ourselves clearly, which led to a misunderstanding. Microduck is not using Unitree's Servo. We simply recommend giving our servo actuators a try.
11:27 AM ET
Unitree Robotics
11:27 AM ETUnitree Robotics
@UnitreeRobotics on X
We apologize, we did not express ourselves clearly, which led to a misunderstanding. Microduck is not using Unitree's Servo. We simply recommend giving our servo actuators a try.
11:09 AM ET
Tesla
$TSLA
11:09 AM ETTesla
@OperationsPLS on X
The car-company framing undersells the real moat: Tesla's manufacturing scale. Building actuators and batteries at automotive volume means Optimus cost curves could drop faster than any pure-play robotics startup can match. @HumanoidsHQ
10:10 AM ET
@Thom_Wolf
10:10 AM ET@Thom_Wolf
@Thom_Wolf on X
People don't realize it, but even with only 1 GB of RAM, the memory alone is already 10–15% of Microduck's total price. Crazy when you consider there are 15 actuators in the robot.
9:53 AM ET
SoftBank
$SFTBY
9:53 AM ETSoftBank
SoftBank in talks for majority stake in humanoid maker 1X at $6bn… | Newnex
Back to feed Public Preview SoftBank in talks for majority stake in humanoid maker 1X at $6bn valuation Team S ·2 days ago SoftBank is in talks to acquire a majority stake in humanoid robotics company 1X Technologies at a $6 billion valuation. 1X had been seeking a $10 billion valuation less than a year ago. The company was founded as Halodi Robotics, developing actuators and full-body control Members only Sign in to read the full post Newnex — Venture Capital Syndication and Co-Investment For Institutional Investors. Create free account Sign in SoftBank in talks for majority stake in…
9:53 AM ET
SoftBank
$SFTBY
9:53 AM ETSoftBank
SoftBank in talks for majority stake in humanoid maker 1X at $6bn… | Newnex
Back to feed Public Preview SoftBank in talks for majority stake in humanoid maker 1X at $6bn valuation Team S ·2 days ago SoftBank is in talks to acquire a majority stake in humanoid robotics company 1X Technologies at a $6 billion valuation. 1X had been seeking a $10 billion valuation less than a year ago. The company was founded as Halodi Robotics, developing actuators and full-body control Members only Sign in to read the full post Newnex — Venture Capital Syndication and Co-Investment For Institutional Investors. Create free account Sign in SoftBank in talks for majority stake in…
11:48 PM ET
Unitree Robotics
11:48 PM ETUnitree Robotics
Brushless Digital Servo Compact and Designed for Embodied Intelligence Applications - Unitree Robotics
Brushless Digital Servo Compact and Designed for Embodied Intelligence Applications - Brushless Motor Long Life, Low Inertia, High Speed, Force Control - Temperature and Position Sensors - Precision Gearbox (Backdrivable) - Highly Integrated - High Power, High Speed - High-Speed Communication - Model Max (Stall) Torque Torque Opposite to Speed Direction Baud Rate Max (No-Load) Speed No-Load Current - J288 1.5Nm J288 6,000,000bps J288 35rad/s (334rpm)@25.2V / 16.5rad/s (157rpm)@12V J288 [email protected] 0.27A@12V - S288 0.6Nm S288 6,000,000bps S288 16.5rad/s (157rpm)@12V S288 0.27A@12V Control…
9:26 PM ET
1X
9:26 PM ET1X
@QuasarShift on X
🚨 WHEN ENGINEERS ARE ALLOWED TO COOK - THIS ROBOT HAND HAS 22 DEGREES OF FREEDOM 1X's NEO humanoid hand, tendons moving like human muscles, picking up everything from eggs to tools 🤖✋ What most don't know: NEO hand = 22 motors, force sensors in each fingertip, learns by watching humans - not coding. 1X wants this in your home by 2026-27 to fold laundry, do dishes. That "cook" joke is real - engineers finally freed from industrial robot cages. Your next roommate might have this hand.
10:56 AM ET
@santoshsingh1
10:56 AM ET@santoshsingh1
@santoshsingh1 on X
4/11 – What is the key question: ❌ Which humanoid robot will win? Tesla? Unitree? Figure? Someone else? ➡️What does EVERY humanoid robot need? Because the winner may change. The supply chain doesn't. Actuators can potentially represent ~40–60% of a humanoid's BOM. And inside the actuator? Gearbox Motor Driver Bearings Sensors Go one level deeper. The gearbox itself can represent roughly 30–50% of actuator cost. So the investment trail starts looking like: Robot → Actuator → Gearbox Follow the value.
6:01 AM ET
HYHyundai
6:01 AM ETHYHyundai
South Korea Commits KRW 2.3 Trillion to Build Full-Stack Humanoid Robotics Ecosystem by 2030 | Humanoids Daily
Search articles Key Takeaways Show all - Dedicated Humanoid Capital: South Korea is investing KRW 2.3 trillion ($1.66 billion) through 2030 to build an indigenous, full-stack humanoid robotics industry, backed by an additional KRW 2.8 trillion ($2.0 billion) for field verification. - Aggressive Localization Targets: The plan seeks to raise domestic localization of core humanoid components from 45% to 80%, transitioning legacy auto parts manufacturers into precision robotics suppliers. - State Procurement Pipeline: The government will purchase 1,080 humanoid robots and roughly 5,000 total…
9:57 PM ET
@techniahqrobot
9:57 PM ET@techniahqrobot
@techniahqrobot on X
This is what’s hiding inside the next generation of robotic hands. Compact frameless motors can be integrated directly into dexterous robotic hands to drive finger and joint movement while keeping the mechanism extremely compact. For humanoid robots, hand performance will depend heavily on this kind of engineering high torque, precise control and more actuators packed into very limited space. Walking gets most of the attention. But dexterous hands may decide how useful humanoid robots actually become.
9:54 AM ET
Unitree
9:54 AM ETUnitree
The Humanoid Race Is Moving From Lab to Factory
Categories: Premium Subscription Updates / General Market Commentary Topics: Digital Dispatch / General Market Commentary- BW The Humanoid Race Is Moving From Lab to Factory Shares Share Post Share Email While American investors remain obsessed with the next AI model, China is staging the opening ceremony for physical AI. The recent Unitree IPO was not subtle. One of the world’s leading humanoid-robot makers raised about $905 million in Shanghai, then saw its shares surge more than 500% in its market debut after retail demand oversubscribed the offering by more than 8,000 times. That is not…
2:17 AM ET
1X Technologies
2:17 AM ET1X Technologies
@marketmaker_hq on X
10,000 humanoid robots sold out in 5 days generating $200,000,000+ in pre-orders overnight OpenAI backed 1X Technologies just proved consumer demand for home bots is officially reaching mass hysteria with NEO: • Price: $20,000 flat (or $499/month, less than leasing a sedan) • Design: Soft fabric body with muscle like tendon actuators (no rigid steel gears) • Weight: 62 kg, completely unassisted spatial AI • Demand: 1X is already rushing a dedicated California mega factory just to scale production The physical robotics boom is arriving faster than predicted but hardware is only half the…
9:44 AM ET
ELELECTROMATE
9:44 AM ETELELECTROMATE
@Electromate on X
High-Performance Gearheads for Servo and Stepper Motors HarmonicPlanetary® HPGP / HPG / HPN / HPF / HPG Helical HarmonicDrive® CSG-GH / CSF-GH Sold & Serviced by: ELECTROMATE Toll Free Phone: (877) SERV098 Toll Free Fax: (877) SERV099 www.electromate.com [email protected] Revolutionary Technology for Evolving Industries Harmonic Drive LLC engineers and manufactures precision servo actuators, gearheads and gear component sets. We work with industry-leading customers and companies of all sizes to provide both standard product and custom-engineered solutions to meet their mission critical…
6:31 AM ET
PRpollen robotics
6:31 AM ETPRpollen robotics
Thomas Wolf on X: "We have a huge news to share today!
Today we are unveiling the first truly accessible RL robot - welcome Microduck
A 25 cm tiny open-source biped with 15 actuators and packed with sensors (camera, speaker, LiDAR, NFC, bluetooth, wifi, etc) that you train yourself with reinforce… / X
Post Log in Sign up Post Thomas Wolf on X: "We have a huge news to share today! Today we are unveiling the first truly accessible RL robot - welcome Microduck A 25 cm tiny open-source biped with 15 actuators and packed with sensors (camera, speaker, LiDAR, NFC, bluetooth, wifi, etc) that you train yourself with reinforcement learning. It's also playable out of the box with more than half a dozen fun and playful pre-trained policies to have it walk, sit, crouch, roller-skate, pick up objects with its articulated beak, and recover on its own. And all for less than $400. See all the details,…
9:21 PM ET
@ricci_nov
9:21 PM ET@ricci_nov
@ricci_nov on X
@cb_doge Every humanoid demo is bottlenecked on the same three things, and none of them is the AI: actuator torque density, battery energy density, and hand durability past a few thousand grasp cycles. The model can already plan the task — the wrist is what wears out first.
10:17 AM ET
MCMcKinsey
10:17 AM ETMCMcKinsey
@HumanoidAn on X
The biggest opportunity in humanoid robotics may not be building the robot itself. It may be solving the bottlenecks every robot company faces: cheaper actuators, dexterous hands, better training data, safety systems, factory integration, and reliable fleet operations. In the race to build humanoids, the biggest winners could be the startups selling the picks and shovels. #HumanoidRobotics #PhysicalAI #RoboticsStartups #IndustrialAutomation #EmbodiedAI #Startups #Startup #Humanoid #Humanoids #Robotics #HumanoidAnalytics @McKinsey @NVIDIARobotics @BMWGroup @Figure_robot @NIST
3:40 PM ET
GAGeneralist AI
3:40 PM ETGAGeneralist AI
Generalist on X: "GEN-1.5, our latest embodied foundation model, can learn new tasks prompted with 3 - 12 seconds of a single demonstration, no gradient updates or fine-tuning. It generalizes prompts to new situations, recovers from mistakes, and improvises new strategies to reach the same goal." / X
Post Log in Sign up Post Generalist on X: "GEN-1.5, our latest embodied foundation model, can learn new tasks prompted with 3 - 12 seconds of a single demonstration, no gradient updates or fine-tuning. It generalizes prompts to new situations, recovers from mistakes, and improvises new strategies to reach the same goal." - Generalist @GeneralistAI Aug 19 Introducing GEN-1.5, a one-shot learner. It can learn new tasks in a few seconds. Show it what to do, and it generalizes. This capability emerged from pretraining on physical data at scale, as a step towards our mission of building general…
12:00 PM ET
Google DeepMind
$GOOGL
12:00 PM ETGoogle DeepMind
Gemini Robotics 2 brings whole body intelligence to robots — Google DeepMind
Skip to main content July 30, 2026 Models Gemini Robotics 2 brings whole body intelligence to robots Carolina Parada Share Your browser does not support the video tag. From feet to fingertips — we are teaching robots intelligent whole-body control, fine dexterity, and teamwork to complete a broad range of complex tasks For decades, we’ve dreamed of robots that can seamlessly step into our world and lend a hand. Now, that vision takes a significant stride forward. Most robots are pre-programmed or teleoperated for narrow, repetitive task sequences. They lack the ability to truly learn for…
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Unitree Robotics
—Unitree Robotics
Brushless Digital Servo Compact and Designed for Embodied Intelligence Applications - Unitree Robotics
Brushless Digital Servo Compact and Designed for Embodied Intelligence Applications - Brushless Motor Long Life, Low Inertia, High Speed, Force Control - Temperature and Position Sensors - Precision Gearbox (Backdrivable) - Highly Integrated - High Power, High Speed - High-Speed Communication - Model Max (Stall) Torque Torque Opposite to Speed Direction Baud Rate Max (No-Load) Speed No-Load Current - J288 1.5Nm J288 6,000,000bps J288 35rad/s (334rpm)@25.2V / 16.5rad/s (157rpm)@12V J288 [email protected] 0.27A@12V - S288 0.6Nm S288 6,000,000bps S288 16.5rad/s (157rpm)@12V S288 0.27A@12V Control…
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CRClone Robotics
—CRClone Robotics
Hi, I'm Lexie Hart, your Robo Brief host. Today, humanoid robots are getting more lifelike, more affordable, and more u…
Hi, I'm Lexie Hart, your Robo Brief host. Today, humanoid robots are getting more lifelike, more affordable, and more useful all at once. First, Clone Robotics shows off Proto Clone, a startling Android built from artificial muscles instead of motors. Then, Kepler pushes its Forerunner K2 humanoid into mass production. And Reflex Robotics puts a wheeled humanoid to work moving packages in real warehouses. Let's dive in. First up, Clone Robotics and a machine that looks less like a robot and more like a living body. Its Android, called Proto Clone, is a full-size humanoid built with a…