Robotics_insights

What is true on Cobots?

On this layer
Fcc3Figure AI2Nox Metals2Nvidia2Skild AI2Standard Bots2Tesla2Unitree220230 US robotics revenue loss1ABB1Agibot1Apptronik1Atlas deployment target for 2028.1austin,-texas1Axis Robotics1Boston Dynamics1botq1Catalyst Brands1Clone Robotics1corrections collected1detroit1Dexmate1Dunia Innovations1Dyna Robotics1Eccentric Machines1Fetch Robotics1Forerunner K2 humanoid1georgia1glen-cove1global precision reducers1Global rollout target by 2029-2030.1GMI1Google DeepMind1Harmonic Drive1hmgma-georgia-plant1hotaka1human correction data1Hyundai1Hyundai Glovis1Hyundai Mobis1Investor Interest1Kepler1kia-georgia-plant1LimX Dynamics1Nabtesco1Nissan1nissan-tcat1Reflex Robotics1REK1RoboStrategy, Inc.1TRON 21tsu1UBTech1XPENG1XPENG's funding.1ZiNovaLabs1宇树科技1宇树科技 market value.1
Who captures
Nvidia2ABB1@CrossedOffCap1ZiNovaLabs1Skild AI1Hyundai1UBTech1Nissan1Axis Robotics1RoboStrategy, Inc.1Ryan Reith and Navkendar Singh1Clone Robotics1
Sourced numbers
Funding for Skild AI$1.7billionSkild has raised nearly $1.7 billion since its founding in 2023 to develop a general-purpose robot brain.The Robot Report: Skild AI unveils S1 robot foundation model | AI Understanding
Atlas deployment target for 2028.30,000 unitsU.S. annual production capacity target: 30,000 units.@StragglerLiu on X
Global rollout target by 2029-2030.25,000 unitsTarget: 25,000+ Atlases deployed.@StragglerLiu on X
XPENG's funding.900 unitsOn August 24, 2026, announced its robotics business raised over $900M at a post-money valuation of over $6.3B.@StragglerLiu on X
Tesla's production estimate.16,800 units2026 total production estimated at 20,000-30,000 units.@StragglerLiu on X
宇树科技 market value.$60,000,000,000市值超600亿@dannywang311000 on X
global precision reducers75 unitsHarmonic Drive and Nabtesco in Japan control roughly 75% of global precision reducers.@smsehy on X
human correction data500 hrsSince launching Axis V2, we have collected over 500 hours of human-gated correction data this way.Improving Robot Manipulation Policies with Verifiable Short Correction Snippets
corrections collected660 units660 corrections collected, 161 entered training— a 24% pass rate through the full pipeline.Improving Robot Manipulation Policies with Verifiable Short Correction Snippets
Standard Bots$200millionWe led their $200 million Series C at a $1 billion valuationShareholder Letter — August 2026 | RoboStrategy
Figure AI1,000 unitsFigure AI has started to ramp their production of Figure 03, crossing 1,000 humanoids in JulyShareholder Letter — August 2026 | RoboStrategy
Nox Metals$11.5millionNox Metals raised an $11.5 million seed roughly seven months after foundingShareholder Letter — August 2026 | RoboStrategy
Investor Interest$200billion$200 billion a year flows into semi-liquid funds from the private wealth channelShareholder Letter — August 2026 | RoboStrategy
20230 US robotics revenue loss$2billionthe single worst year, 2030, alone accounting for above $2 billion of it.IDC - The US Robotics Ban, Explained: Who Gets Hit?
Forerunner K2 humanoid1,000 unitsKepler says is now entering mass production.Hi, I'm Lexie Hart, your Robo Brief host. Today, humanoid robots are getting more lifelike, more affordable, and more u…
Event / capture
3:24 PM ETNvidia
@NVIDIARobotics on X

Can AI and safety work hand in hand in industrial environments? Our VP of Industry Safety, Riccardo Mariani, joins Robert Weber and Peter Seeberg on the Industrial AI Podcast to discuss safety frameworks for physical AI, simulation and the future of industrial AI. Listen 🎧 https://t.co/SnOAYIcyfa

8:57 AM ETABABB
@ABBRobotics on X

Self-driving cars? How about a self-driving lab. 🚀 Dunia Innovations combines AI with ABB GoFa® cobots to accelerate materials discovery, helping researchers test, learn and innovate up to 10x faster. https://t.co/BwpWx3ZQ1O https://t.co/SR7grE4TUG

7:44 AM ET@CrossedOffCap
@CrossedOffCap on X

@robixone Sure, but I also just think that business are more eager to implement them. They already use robotics in the form of robotic arms, AMRs, ect., so humanoids is the logical evolution. They have more money to play with. And cost saving efficiencies are more important to them.

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…

8:36 PM ETSkild AI
The Robot Report: Skild AI unveils S1 robot foundation model | AI Understanding

Back to News ProductAI Understanding briefing The Robot Report: Skild AI unveils S1 robot foundation model The Robot Report reports that Skild AI unveiled S1, a robot foundation model that the company says can learn complex tasks from a single human demonstration video and operate across multiple robot forms. By AI Understanding EditorialSeptember 1, 2026 at 12:36 AM UTCUpdatedSeptember 1, 2026 at 1:47 AM UTC6 min read Read the primary source The short version The Robot Report reports that Skild AI unveiled S1, a robot foundation model that the company says can learn complex tasks from a…

10:05 AM ETHYHyundai
@StragglerLiu on X

At Hyundai Motor's 2026 CEO Investor Day on August 26, CEO José Muñoz made a statement that deserves serious attention: Hyundai is considering selling Boston Dynamics' humanoid robot Atlas through its existing automotive dealer network. Hyundai Capital is exploring financing options for robot sales — the same structures used to finance car purchases. This is not another "automaker experiments with robotics" story. This is Hyundai putting a humanoid robot into the commercial infrastructure it spent 60 years building to sell cars. The roadmap: 2026: RMAC (Robot Metaplant Application Center) in…

10:38 PM ETUBUBTech
@dannywang311000 on X

**信息差赚钱**:2026年7月FCC宣布限制进口外国制造的人形/移动机器人;8月UBTech "U1"已接1.3万订单,宇树科技科创板IPO,市值超600亿; 8月19-23日世界机器人大会在北京举行,300余家企业参展,150余款新品首发。 **为什么现在是窗口期(反常识洞察)**:FCC封堵的是**进口**替代,但不是封堵**国内需求**。国内制造业、餐饮、医疗、养老对人形机器人的采购需求正在爆发,但B端客户不知道怎么选型、怎么集成、怎么维护——这就是服务商的生存空间。**这不是造机器人,而是做机器人的"4S店"。** 逆推路径 1. **目标结果**:成为3-5家国内人形机器人品牌的区域授权服务商 → 赚取销售佣金(10-20%)+ 集成实施费 + 维保年费。 2. **倒推需要什么**:对接1-2家人形机器人品牌谈代理/合作 + 招聘/培训机器人集成工程师 + 建立客户演示场景。 3. **最低成本验证方法(1周内)**:参加世界机器人大会(8月19-23日)→ 接触5-10家机器人厂商谈合作意向 → 收集3-5家企业明确采购需求。 4. **可规模化的变现模式**:设备销售佣金(首单)+ 集成实施费(每台5-20万)+ 维保年费(每年设备价值的10-15%)+ 配件耗材供应。

8:43 PM ETNVIDIA
@smsehy on X

The picks and shovels framing is right but most people name the wrong shovels. NVIDIA gets the attention. Harmonic Drive and Nabtesco in Japan control roughly 75% of global precision reducers. Every humanoid joint, every collaborative robot wrist, runs through the same two factories. Fund ten humanoid companies. If they all need the same reducers, the production ceiling is set by component throughput in Tsu and Hotaka, not by venture capital.

3:03 PM ETNINissan
NMIS – Nissan Manufacturing Innovation Summit – Innovation and Technology Summit for Greater Nashville Manufacturing

Close - Home - Event Schedule - Exhibitors - Speakers - Food - Golf - Linkedin - Home - Event Schedule - Exhibitors - Speakers - Food - Golf Register - Home - Event Schedule - Exhibitors - Speakers - Food - Golf Register Nissan Manufacturing Innovation Summit Innovate. Pivot. Lead. Event Schedule We are excited to announce the ninth annual Nissan Manufacturing Innovation Summit hosted by Nissan and the regional SME Chapter 43. This dynamic event brings together manufacturers, suppliers, innovators, and thought leaders to explore cutting-edge solutions including digital twin software,…

4:06 AM ETARAxis Robotics
Improving Robot Manipulation Policies with Verifiable Short Correction Snippets

Back Introduction DAgger-style correction is the engine of post-training improvement: when a policy fails, a human takes over, steers the robot back on track, and the resulting trajectory goes back into training. Since launching Axis V2, we have collected over 500 hours of human-gated correction data this way. But collecting corrections is not the same as using them well. This report summarizes a round of browser-based community correction experiments built around a simple task: the robot needs to place a block of tofu onto a plate. The existing policy already completes a portion of attempts…

8:00 PM ETRIRoboStrategy, Inc.
Shareholder Letter — August 2026 | RoboStrategy

Aug 20, 2026 10 MIN READ Shareholder Letter — August 2026 Andrew Kang To the shareholders of RoboStrategy, Inc. To the shareholders of RoboStrategy, Inc. It’s been a bit over 3 months since RoboStrategy went public on May 11. Between April 30 and July 31, NAV has increased 85% with NAV/Share increasing 54% ¹ The large majority of the growth has come from accretive capital raises placed to institutional investors. I also personally invested an additional $10 million into the fund at a market premium of $36.7/share. While we are seeing significantly increased investor demand and growth in our…

8:00 AM ETRyan Reith and Navkendar Singh
IDC - The US Robotics Ban, Explained: Who Gets Hit?

Skip to main Skip to search Skip to footer Become a Client You have reached the bottom of the dialog. Focus is being moved to the close button. Robotics August 17, 2026 10 min What Does the US Robotics Ban on Foreign Imports Really Mean? Here’s IDC’s Take A new FCC rule quietly reshapes the US robotics market, and the robot vacuum in your closet is caught in the same net as the humanoid on the factory floor. IDC's data shows the category assumed safest, humanoid robotics, takes the hardest hit, while the category assumed most exposed, household cleaning, rides it out best. Share Share on…

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…