# What is true on Compute? > Markdown twin of https://roboterminal.app/topics/compute · https://roboterminal.app/topics/compute.md ## On this layer - org — [NVIDIA](https://roboterminal.app/companies/nvidia) (86) - org — [Figure](https://roboterminal.app/companies/figure) (56) - org — [Tesla](https://roboterminal.app/companies/tesla) (48) - org — [Unitree](https://roboterminal.app/companies/unitree) (48) - org — [Google](https://roboterminal.app/companies/google) (28) - org — [Skild AI](https://roboterminal.app/companies/skild) (25) - org — OpenAI (22) - org — [Agility](https://roboterminal.app/companies/agility) (20) - org — [Boston Dynamics](https://roboterminal.app/companies/boston-dynamics) (16) - org — [Hugging Face](https://roboterminal.app/companies/hugging-face) (13) - org — [BMW](https://roboterminal.app/companies/bmw) (12) - org — AGIBOT (11) - org — axis robotics (10) - org — [Apptronik](https://roboterminal.app/companies/apptronik) (9) - regulator — [Fcc](https://roboterminal.app/companies/fcc) (9) - org — Hyundai (9) - org — XPENG (9) - org — Nscale (8) - org — [Physical Intelligence](https://roboterminal.app/companies/pi) (8) - org — World Labs (8) - org — Samsung (7) - org — AMD (6) - org — Anthropic (6) - org — Meta (6) - org — DeepSeek (5) - org — dollars (5) - org — Microsoft (5) - org — [SoftBank](https://roboterminal.app/companies/softbank) (5) - org — SpaceX (5) - org — [1x](https://roboterminal.app/companies/1x) (4) - org — Broadcom (4) - org — Galbot (4) - org — Gimlet Labs (4) - org — UBTECH (4) - org — Veeda AI (4) - org — video uploads (4) - org — a16z (3) - org — agentic video understanding (3) - org — Alibaba (3) - org — Amazon (3) - org — Ambarella (3) - org — app downloads (3) - org — Booster Robotics (3) - org — Callosum (3) - org — Deep Robotics (3) - org — Dyna Robotics (3) - org — DynaRobotics (3) - org — General Motors (3) - org — Generalist AI (3) - org — humanoid robots (3) - org — [Intel](https://roboterminal.app/companies/intel) (3) - org — Leju Robotics (3) - org — LG (3) - org — Lightberry (3) - org — Morgan Stanley (3) - org — NEURA (3) - org — Noble Machines (3) - org — Oracle (3) - org — Pollen Robotics (3) - org — Thinking Machines Lab (3) - org — tokens processed (3) - org — Waymo (3) - org — X Square Robot (3) - org — Zhipu (3) - org — 2077 Ventures (2) - org — Aglaé Lab (2) - org — AI chip inference cluster (2) - org — Alloy Robotics (2) - org — AllSpice.io (2) - org — Alpha Intelligence Capital (2) - org — AMI Labs (2) - org — Apple (2) - org — Applied Intuition (2) - org — Artémis (2) - org — assembly time (2) - org — Association Familiale Mulliez (2) - org — Atlas (2) - org — Avnet (2) - org — AWS (2) - org — BHW Technologies, Ltd. (2) - org — Bpifrance Digital Venture (2) - org — Cardinal Group (2) - org — CareIT (2) - org — Cargt (2) - org — Carnegie Mellon (2) - org — Caterpillar (2) - org — Cedarware Corp (2) - org — CELUS (2) - org — Cerebras (2) - org — Datadog (2) - org — Din Tai Fung (2) - org — Dojo Five (2) - org — Exor Seeds (2) - org — FieldAI (2) - org — Finite State (2) - org — Ford Motor Company (2) - org — [Fourier Intelligence](https://roboterminal.app/companies/fourier) (2) - plant — fremont (2) - plant — fremont-factory (2) - org — General Catalyst (2) - org — Generalist (2) - org — GoogleDeepMind (2) - org — Gravis Robotics (2) - org — Green Hills Software (2) - org — Groupe Industriel Marcel Dassault (2) - org — Harmonic Drive (2) - org — Harmonic Drive Systems (2) - org — HHMI Janelia (2) - org — Huawei (2) - org — IAR (2) - org — Imagimob AB (2) - regulator — iso (2) - org — Juul Labs Inc. (2) - org — Khosla Ventures (2) - org — Lightwheel (2) - org — LimX (2) - org — LimX Dynamics (2) - org — Lingyi iTech (2) - org — Mercedes-Benz (2) - org — Microchip Technology (2) - org — Micron (2) - org — MiniMax (2) - org — MosChip Technologies Limited (2) - org — Nabla (2) - org — Nabtesco (2) - org — napkin production (2) - org — NBIS (2) - org — New Legacy Ventures (2) - org — Noom (2) - org — Norbert Health (2) - org — Nox Metals (2) - org — Nucleus (2) - org — Owkin (2) - plant — plant-spartanburg (2) - org — Proactive International PR (2) - org — Promise (2) - org — Publicis Groupe (2) - org — QNX (2) - org — QuEra (2) - org — Qwen (2) - org — Qwen3.8-Max-0902 (2) - org — Radical Ventures (2) - org — Real-Time Innovations (RTI) (2) - org — Rheem Manufacturing (2) - org — Rhoda (2) - org — Robotera (2) - org — Runway (2) - org — SAIC (2) - org — Sanctuary AI (2) - org — Savoir-Faire Linux (2) - org — SBVA (2) - org — Scale AI (2) - org — Sea (2) - org — Sealevel Systems, Inc. (2) - org — Seeed Studio (2) - org — SK hynix (2) - org — Soliton Technologies (2) - org — Standard Bots (2) - org — TASKING USA, LLC (2) - org — Temasek (2) - org — Tencent (2) - org — The University of Hong Kong (2) - org — Thread Group (2) - org — Toradex (2) - org — total paid out (2) - org — total payment (2) - org — Toyota Ventures (2) - org — training data (2) - org — Uber (2) - org — UnitreeRobotics (2) - org — Universal Robots (2) - org — Vercel (2) - org — vLLM (2) - org — Wayve (2) - org — weekly active contributors (2) - org — weekly active users (2) - org — Wibu-Systems USA (2) - org — xAI (2) - org — XPENG Robotics (2) - org — ZEBOX Ventures (2) - org — アスター (2) - org — 燈 (2) - plant — 秋田県横手市 (2) - org — 0xconglomerate (1) - org — 3D inkjet printing (1) - org — 3D reconstruction (1) - org — a16z New Media (1) - org — AAOI (1) - org — ACE Robotics (1) - org — actuation cost (1) - org — Adamo (1) - org — adaptation time for new robot embodiments (1) - org — ADLINK (1) - org — Advanced Copper Foil (1) - org — Advanced Micro Devices Inc (1) - org — Aehr (1) - org — Aeva Technologies Inc (1) - org — Agency Tool (1) - org — AgiBot's market share in humanoid robot shipments. (1) - org — AGIBOT's production (1) - org — Agile Robots (1) - org — agilityrobotics (1) - org — AI and humanoid revenue (1) - org — AI spending by a large consulting firm. (1) - org — Aigen (1) - org — Aimalysheva (1) - org — Alloy Robotics funding (1) - org — Alphabet (1) - org — Amara Raja Energy & Mobility (1) - org — Ambarella Inc (1) - org — AMD Ventures (1) - org — AMI Labs funding (1) - org — Amkor (1) - org — Amount raised by AMI Labs in funding. (1) - org — Amphenol (1) - org — AMZN (1) - org — Anduril (1) - org — Annual cost of software access. (1) - org — Antioch (1) - org — Aramco (1) - org — Arm (1) - org — articulated assets (1) - org — Asimov (1) - org — ASML (1) - org — Astribot (1) - org — Atlas deployment target for 2028. (1) - org — Atlas humanoid robot (1) - org — Atlas model for spatial intelligence. (1) - org — Atlas robot (1) - org — ATOMS (1) - org — AUKI (1) - org — Auras (1) - plant — austin,-texas (1) - org — Avala (1) - org — average per-step success (1) - org — AVERI (1) - org — Awish (1) - org — Awish workflow for month-end close automation. (1) - org — AXIS ROBOTICS Inc. (1) - org — Axomind (1) - org — AXT (1) - org — badges for contributions in the AXIS campaign. (1) - org — Bajaj Auto (1) - org — Balaji Amines (1) - org — Bank of America (1) - plant — barstow,-texas (1) - org — Bedrock (1) - org — benchmark for a commercially mature general purpose humanoid. (1) - org — Beningo Embedded Group (1) - org — Bharat Bijlee (1) - org — Bharat Forge (1) - org — Binance (1) - org — BlackRock (1) - plant — bmw-factory (1) - plant — bmw-spartanburg-plant (1) - org — Bosch Limited (1) - org — Boston Hardware Studios (1) - plant — botq (1) - org — Broadcom's AI revenue guidance. (1) - org — BYD (1) - org — ByteDance (1) - org — C4 Ventures (1) - org — cable stretch (1) - plant — california-mega-factory (1) - org — Campfire (1) - org — carbon reduction (1) - org — Carnegie Mellon integration time (1) - org — cars (1) - org — Catalyst Brands (1) - org — Caterpillar's operational data. (1) - org — CATL (1) - org — CCXI (1) - plant — centro-de-aplicaciones-robot-metaplant (1) - org — Cerebras WSEs needed for reasonable concurrency of 256 requests. (1) - org — Cerebras WSEs needed for running a large model. (1) - org — CERN (1) - org — CGNX (1) - org — Changan (1) - org — chemistry (1) - org — Chery Automobile (1) - org — China National Petroleum (1) - org — China orders (1) - org — China Southern Power Grid (1) - org — China Telecom (1) - regulator — china’s-ministry-of-industry-and-information-technology (1) - org — Citic Securities (1) - org — civilian robot (1) - org — Claude Code (1) - org — cleared transactions in 2025 (1) - org — Clone Robotics (1) - org — Cloudflare (1) - org — Cognex (1) - org — Cognex Corp (1) - org — Columbia University (1) - org — commitment on data and compute (1) - org — commitment to data and compute for the next 12 months (1) - regulator — committee-on-foreign-investment-in-the-united-states-(cfius) (1) - org — company valuation (1) - org — component placement rate (1) - org — Compute requirements for humanoids. (1) - org — continuous locomotion demo (1) - org — CopilotKit (1) - org — corrections collected (1) - org — Cosmicbrainai (1) - org — cost of infrastructure (1) - org — Cost of the GR-1 humanoid (1) - org — Counterpoint Research (1) - org — crowns (1) - org — Cruise (1) - org — CRWV (1) - org — Current hours of available data for training robots. (1) - org — current humanoid BOM (1) - org — Current throughput of valid trajectories collected per hour. (1) - org — CXMT (1) - org — Cycle time for completing a plug insertion. (1) - org — cycle time for the insertion task (1) - org — Cyient DLM (1) - org — Dandy (1) - org — data supporting consumer purchases of humanoids (1) - org — DaxAI (1) - org — DeepgramAI (1) - org — Delivery timeline for a data center. (1) - org — Delta in cost due to supply chain differences (1) - org — Demonstrations collected for the tasks. (1) - org — deployments of Spot (1) - plant — detroit (1) - org — development timeline of Moby. (1) - org — development timeline reduction. (1) - org — Dexforce (1) - org — Dexmal (1) - org — Dexmate (1) - org — dextrous hands cost (1) - org — Diligent Robotics (1) - plant — dilovası,-kocaeli (1) - org — Direct wafer paths reduction in latency. (1) - org — DiscoLoopAI (1) - org — Disney Research (1) - org — Divgi TorqTransfer Systems (1) - org — Dobot (1) - regulator — doe (1) - org — Dogotix (1) - org — domestic AI chip inference cluster (1) - org — DoorDash (1) - org — Doosan (1) - org — Doosan Bobcat (1) - org — downloads (1) - org — DROID dataset robot interaction data (1) - org — Drones owned by the Pentagon (1) - org — DYNA Robotics Inc. (1) - org — Dyna-1 (1) - org — Dyna-2 (1) - org — Dynamo Ventures (1) - org — E-Commerce Bench (1) - org — Eccentric Machines (1) - org — economic gains (1) - org — Embodied AI model (1) - org — episodes in RoboLab evaluation (1) - org — Equinor (1) - org — ESA (1) - org — EU's AI strategy related to chip supply. (1) - org — Event Duration (1) - org — examples for adapting to new robotic embodiments. (1) - org — Exide Industries (1) - plant — factory-in-china (1) - org — fal (1) - org — Fanuc (1) - org — FaradayFuture's investment (1) - org — Fetch Robotics (1) - org — FieldAI-powered robot (1) - org — fiftyyears (1) - org — Figure_robot (1) - org — Figure_robot's commitment to data and compute (1) - org — FigureAI (1) - org — filtered simulation episodes (1) - org — Flash (1) - org — Flexion (1) - org — Flexion Robotics (1) - org — Flint (1) - org — Forerunner K2 humanoid (1) - org — FORT Robotics (1) - org — Foundation (1) - org — Founder Edition Lumis (1) - org — Foxglove (1) - org — Fudan University (1) - org — full-size humanoid units (1) - org — full-size humanoids revenue (1) - org — funding for the humanoid company (1) - org — G1 humanoid grasp and lift task (1) - org — GAC (1) - org — GalbotRobotics (1) - org — Gaorong Ventures (1) - org — Geely Auto (1) - org — GEN-1.5 can learn new tasks in a few seconds. (1) - org — GEN-1.5 model capabilities (1) - org — general purpose robot foundation model (1) - org — GeneralistAI (1) - org — Genesis AI (1) - plant — georgia (1) - org — GGUF conversion and quantization (1) - plant — giga-texas (1) - plant — glen-cove (1) - org — global cell capacity (1) - org — global market forecast for humanoid robots by 2027 (1) - org — Global rollout target by 2029-2030. (1) - org — global shipments of humanoid robots (1) - org — GMI (1) - org — Goldman Sachs (1) - org — GOOG (1) - regulator — government-of-the-republic-of-serbia (1) - org — Greaves Cotton (1) - org — Gritt (1) - org — Groq (1) - plant — group-plant-leipzig (1) - org — GrubMarket (1) - regulator — guangxi-regional-government (1) - org — Gujarat Fluorochemicals (1) - org — Gwaihir Robotics (1) - org — GXO (1) - org — H3 Max Turbo (1) - plant — hams-hall-plant (1) - plant — hangzhou-yushu-technology (1) - org — hardware design (1) - org — Harvard University (1) - org — HBL Power Systems (1) - org — HCVC (1) - org — HELLA India (1) - org — Hero MotoCorp (1) - org — Hexagon AB (1) - org — Himadri Speciality Chemical (1) - org — historic crime scenes (1) - plant — hmgma-georgia-plant (1) - org — Horizon Robotics (1) - org — Houmanoids (1) - org — human correction data (1) - org — humanoid market (1) - org — Humanoid robots procurement (1) - org — humanoid robots shipped in 2025 (1) - org — humanoids built (1) - org — Hydra-0 training (1) - org — Hyper3D (1) - org — Hyundai Glovis (1) - org — Hyundai Mobis (1) - org — Hyundai Motor Group (1) - org — Hyundai's robot plant capacity (1) - org — ICE's spending on robots. (1) - org — ICL scaling gains over language prompting are moderate for seen tasks. (1) - org — IDG Capital (1) - regulator — iec (1) - org — igm Robotersysteme AG (1) - org — igm Robotik Sistemleri A.Ş. (1) - org — IHMC (1) - org — Index uploads (1) - org — inference cost reduction (1) - org — Initial price of Lumi's Founder Edition. (1) - plant — inner-mongolia (1) - org — insertion trials conducted over 40 minutes (1) - org — Integration of robotic components. (1) - org — Intuitive Surgical (1) - org — investment in humanoid robotics (1) - org — investment in Veeda (1) - org — Investor Interest (1) - org — iRobot (1) - org — IRON (1) - org — issue of IEEE Spectrum (1) - org — J.P. Morgan (1) - org — Japan orders (1) - org — Japan's postal service (1) - org — JBM Auto (1) - org — JD.com (1) - org — JINGDONG Industrials (1) - org — Kawasaki Heavy Industries (1) - org — Kaynes Technology (1) - org — Kepler (1) - plant — kia-georgia-plant (1) - org — Kioxia (1) - plant — lackawanna-energy-center (1) - org — ladder climb (1) - regulator — land-transport-authority-singapore (1) - org — Lattice Semiconductor (1) - org — LDV Capital (1) - org — Leaderdrive (1) - org — LeggedRobot (1) - org — Li Auto (1) - org — Lightspeed (1) - org — likes on Seohong Park's post (1) - org — LimX Luna robot (1) - org — Lincoln (1) - org — Linker Vision (1) - org — LITE (1) - plant — liuzhou-training-center (1) - org — LM Studio (1) - org — Long-horizon unseen tasks (1) - org — Longcheer (1) - org — Lotus Cars (1) - org — Lumentum (1) - org — Madison Air (1) - org — Mahindra & Mahindra (1) - org — Mahindra CIE (1) - org — manipulation tasks (1) - org — Manycore Tech (1) - org — MarathonMP (1) - org — market opportunity (1) - org — market size for Autonomous AI (1) - org — Matic (1) - org — maximum number of times a user can complete the same task. (1) - org — McAfee (1) - org — Mecka (1) - org — memory manufacturer capacity (1) - org — Menlo Research (1) - org — Mentee Robotics (1) - org — Mesoware (1) - org — Meta and Muse Spark 1.3 performance upgrade (1) - plant — metaplant-de-georgia (1) - org — MHS (1) - org — Microduck price (1) - org — Microduck specifications (1) - org — Microduck's cost associated with RAM (1) - org — Milk Road Pro (1) - org — Mind Robotics (1) - regulator — ministry-of-science-and-ict (1) - org — Minth Group (1) - plant — minth-metal-parts-majur (1) - org — MIPS, by GF (1) - org — MIT (1) - org — Mitsui Mining (1) - org — MLCommons (1) - org — Mobileye (1) - org — Moby deployment in a semiconductor facility. (1) - org — model lifecycle (1) - org — Model merge process (1) - org — model shutdown (1) - org — model size (1) - org — Model Y L Launch Series availability (1) - org — Mostik (1) - org — Motherboard Labs (1) - org — MP Materials (1) - org — MRVL (1) - org — Muse (1) - org — napkins in a bin (1) - org — nat gas turbine production (1) - org — National Council for Social Security Fund (1) - regulator — national-development-and-reform-commission (1) - org — NBT average for RandER. (1) - org — NBT average with 1% Memory Anchors removed. (1) - org — NBT average with 10% Memory Anchors removed. (1) - org — NBT average with 5% Memory Anchors removed. (1) - regulator — ndrc (1) - org — Nemotron 3.5 Lightning on Jetson AGX Thor (1) - org — Neogen Chemicals (1) - org — NeoSigma (1) - org — NetSuite (1) - org — NEURA valuation (1) - org — NEURARobotics (1) - org — new tasks (1) - org — new technical hires as part of union agreement (1) - org — Newlab (1) - org — Nexthop AI (1) - regulator — nhtsa (1) - org — Nidec (1) - org — Niron Magnetics (1) - org — non-full-size humanoid units (1) - org — North America orders (1) - org — NotionHQ (1) - org — Number of contributors for the engine on Base. (1) - org — Number of downloads of the Index platform. (1) - org — Number of global contributors and collected trajectories on the platform. (1) - org — Number of tasks published. (1) - org — Ola Electric (1) - org — Olectra Greentech (1) - org — Ollama (1) - org — Ondas Inc (1) - org — ONDS (1) - org — OpenClaw (1) - org — OpenMined (1) - org — OpenVLA (1) - org — Operational time of an early prototype. (1) - org — Optimi (1) - org — OUST (1) - org — Ouster Inc (1) - org — outsetcap (1) - org — Panasonic (1) - org — Parasoft (1) - org — Passenger vehicles (4W) (1) - org — Patient acceptance rate. (1) - org — payments made (1) - org — payments made through Index (1) - org — payments to data creators (1) - org — payouts (1) - org — PEAQ (1) - regulator — pennsylvania-governor-josh-shapiro (1) - org — percentage increase in revenue (1) - org — Perceptron (1) - org — Perceptron AI (1) - org — perceptroninc (1) - org — performance comparison (1) - org — Performance metric for model. (1) - org — performance metrics. (1) - org — performance of Dyna-2 (1) - org — performance of S1 compared to VLAs (1) - org — performance of S1 on novel tasks (1) - org — Peridio (1) - org — Perplexity (1) - org — PetoiCamp (1) - org — physical AI data delivered (1) - org — Pink Robotics (1) - org — Pixomondo (1) - org — pollenrobotics (1) - org — Ports connecting NPUs within the rack. (1) - org — Ports connecting to the network of switches. (1) - plant — portsmouth-site (1) - org — post-training duration (1) - org — power consumption comparison of Jetson Orin Nano 2 (1) - org — precision reduction gears (1) - org — Predicted deployment of humanoid robots in homes. (1) - org — previous performance of Dyna-1 (1) - org — price (1) - org — proception (1) - org — production facilities (1) - org — production requirement for napkins (1) - org — production requirements for napkins (1) - org — profit margins in humanoid manufacturing (1) - org — Projected cost drop for humanoid robots. (1) - org — Projected growth in revenue from physical AI. (1) - org — Projected shortage of healthcare staff. (1) - org — projected spending (1) - org — prototype (1) - org — Qatar Investment Authority (1) - org — Qualcomm (1) - org — QuEra controller success rate (1) - org — Qwen3.5-4B on Jetson Orin Nano (1) - org — Racepoint Global (1) - org — rallies (1) - org — Rapidus (1) - org — Red Cat Holdings (1) - org — Reflect V1.0 from Flexion Robotics. (1) - org — Reflex Robotics (1) - org — Regal Rexnord (1) - org — REK (1) - org — replies on Seohong Park's post (1) - org — retweets on Seohong Park's post (1) - org — Ricursive Intelligence (1) - org — Rivian (1) - org — RobbyAnt (1) - org — RoboCup 2025 (1) - plant — robofab (1) - org — robomyne (1) - org — RoboSense (1) - org — RoboStrategy, Inc. (1) - org — robot capturing work inside the factory. (1) - org — robot climbing a ladder (1) - org — robot deployment (1) - org — robot design (1) - org — robot handling components and folding storage boxes (1) - org — robot interaction data from the DROID dataset (1) - org — Robot Learning Co (1) - org — robot learning economics (1) - org — robot manufacturing capacity (1) - org — robot production in China (1) - org — robot programming (1) - org — robot training (1) - plant — robot-park (1) - org — Robotera’s parcel-sorting robot (1) - plant — robotics-industrial-park (1) - org — ROBOTIS (1) - org — Rockchip (1) - org — Rockwell Automation (1) - org — ROSCon Global 2026 (1) - org — S1 compared to current VLA models (1) - org — S1 model capabilities (1) - org — S1 robot foundation model (1) - org — S1's accuracy compared to conventional VLA models. (1) - org — S1's accuracy with one example compared to current VLA models (1) - org — S1's performance on manipulation tasks (1) - org — SAGE-10K dataset (1) - org — SambaNova (1) - org — Sansera Engineering (1) - org — Saronic (1) - org — Saudi Arabia (1) - org — SB Energy (1) - org — Scale AI data delivery (1) - org — Schaeffler (1) - org — Science Robotics (1) - org — SDLC process rewriting (1) - regulator — sec (1) - org — Second State Inc (1) - org — Secure-IC (1) - org — Secure-IC – a Cadence Company (1) - org — seed studio (1) - org — Seeed (1) - org — sensing cost (1) - org — Sequoia Capital (1) - org — Sequoia's fundraising (1) - org — Serena Capital (1) - org — Seres (1) - org — Series A funding (1) - org — Series A funding for Norbert Health. (1) - org — Serve Robotics (1) - plant — sf (1) - plant — shanghai (1) - plant — shenzhen (1) - org — Shield AI (1) - org — sim-to-real gap (1) - org — Simulated robot bodies (1) - org — Singapore AI Safety Institute (1) - org — SKF (1) - org — Skydio (1) - org — Smart Analytics Global (1) - org — SMRT (1) - org — Solomon (1) - org — Sona Comstar (1) - org — Sony (1) - regulator — south-korea-ministry-of-planning-and-budget (1) - plant — spartanburg (1) - org — SPCX (1) - org — speedup in generative performance (1) - org — SpendRule (1) - org — Spring Silicon (1) - org — Stanford University (1) - plant — star-market (1) - org — Stellarix (1) - org — Stretch Cloud (1) - org — structure cost (1) - org — sub-10nm logic capacity (1) - org — Subscribers to Robots & Startups. (1) - org — success rate for few-shot learning (1) - org — Success rate of AI-controlled trials. (1) - org — success rate of the post-trained policy. (1) - org — success rate of the wire insertion task (1) - org — success rate with few-shot learning (1) - org — success rate with one-shot physical prompting (1) - org — successful grasps by the G1 humanoid on hardware. (1) - org — Sumitomo Electric (1) - org — sundayrobotics (1) - org — supply chain gap in UxV and robotics components (1) - org — Sydekick (1) - org — Symbotic Inc (1) - org — Synopsys (1) - org — Syrma SGS Technology (1) - org — System 0 (1) - org — System 1 (1) - plant — taiwan (1) - org — target action-loss (1) - org — Target valid hours of data per month from the Mobile Ego-Centric App. (1) - org — tasks available in RoboLab. 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(1) - org — Xpeng’s robotics unit raised (1) - org — Xynova (1) - org — ycombinator (1) - org — Zeiss (1) - org — Zhejiang University (1) - org — ZINOVA (1) - org — Zinova Labs (1) - org — ZiNovaLabs (1) - org — Zite (1) - org — 三菱電機 (1) - org — 出資 (1) - org — 北京人形机器人创新中心有限公司 (1) - org — 宇树科技 (1) - org — 宇樹科技 (1) - org — 开发者大会参与人数 (1) - org — 燈がアスターに出資する計画 (1) - org — 特斯拉 (1) ## Who captures - @smsehy (58) - NVIDIA (50) - Figure (35) - Tesla (25) - Unitree (18) - OpenAI (17) - Skild AI (15) - Google (14) - @stretchcloud (10) - axis robotics (10) - Agility Robotics (9) - @ricci_nov (6) - World Labs (6) - https://www.facebook.com/48576411181 (6) - @techniahqrobot (5) - boston-dynamics (5) - Hyundai (5) - @logical_traderr (4) - Anthropic (4) - Physical Intelligence (4) - Microsoft (3) - @ParadisLabs (3) - AMD (3) - Zhipu (3) - a16z (3) - Hugging Face (3) - Broadcom (3) - @SemiAnalysis_ (3) - @OperationsPLS (3) - Veeda AI (3) - AgiBot (3) - Lightberry (3) - BMW (3) - DynaRobotics (3) - Joseph Amigo, Rooholla Khorrambakht, Nicolas Mansard, Ludovic Righetti (3) - @Scobleizer (2) - Qwen (2) - SpaceX (2) - @pstAsiatech (2) - Meta (2) - MiniMax (2) - Alibaba (2) - Caterpillar (2) - @RoboPapers (2) - Norbert Health (2) - The University of Hong Kong (2) - 燈 (2) - UnitreeRobotics (2) - Fourier Intelligence (2) - XPeng (2) - Sanctuary AI (2) - 1X Technologies (2) - Dyna Robotics (2) - Promise (2) - Generalist AI (2) - AMI Labs (2) - Apple (1) - Huawei (1) - Micron (1) - Intel (1) - Gwaihir Robotics (1) - Seeed Studio (1) - Kioxia (1) - ASML (1) - DeepSeek (1) - Zeiss (1) - Saudi Arabia (1) - Wipro (1) - Disney Research (1) - @elonmusk (1) - Auras (1) - ByteDance (1) - @kyleichan (1) - Thinking Machines Lab (1) - Samsung (1) - Astribot (1) - Vercel (1) - @MilkRoadAI (1) - @rimtoln (1) - Zite (1) - @MelvinInvests (1) - @IEEESpectrum (1) - Nscale (1) - Horizon Robotics (1) - Arm (1) - SB Energy (1) - Rockchip (1) - General Catalyst (1) - Perplexity (1) - Waymo (1) - @ruima (1) - Stretch Cloud (1) - Mostik (1) - X Square Robot (1) - David Cao Physical AI Builders (1) - Morgan Stanley (1) - ZINOVA (1) - ZiNovaLabs (1) - Harmonic Drive (1) - Teradyne Inc (1) - Noble Machines (1) - Andra Keay (1) - wafer (1) - Fanuc (1) - https://x.com/ChongZzZhang (1) - https://x.com/SawyerMerritt (1) - @tphuang (1) - Hyper3D (1) - Perceptron AI (1) - igm Robotersysteme AG (1) - Nabtesco (1) - @NVIDIARobotics (1) - SMRT (1) - Asimov (1) - AXIS ROBOTICS Inc. 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(1) - Skild AI Team (1) - Tata Motors (1) - https://x.com/Sylviaposts (1) - https://x.com/randallmbriggs (1) - Stanford University (1) - unitreerobotics (1) - Kevin Black (1) - Edmond (1) - Diligent Robotics (1) - Clone Robotics (1) ## Sourced numbers - **Gimlet Labs:** $300M - _"We're thrilled to lead a $300M investment in Gimlet Labs."_ - Source: [@a16z on X](https://x.com/a16z/status/2095905665516736760) - **Gimlet Labs:** $300M - _"We're thrilled to lead a $300M investment in Gimlet Labs."_ - Source: [@a16z on X](https://x.com/a16z/status/2095904215969477103) - **Amkor:** $1.5billion - _"Nvidia already prepaid them $1.5 billion to lock capacity."_ - Source: [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2095901225816318336) - **Thinking Machines Lab:** $1billion - _"Thinking Machines Lab is in talks to raise $1 billion at a $40 billion pre-money valuation, according to The Information."_ - Source: [@stretchcloud on X](https://x.com/stretchcloud/status/2095624626084716955) - **Thinking Machines Lab:** $1billion - _"Thinking Machines Lab is in talks to raise $1 billion at a $40 billion pre-money valuation, according to The Information."_ - Source: [@stretchcloud on X](https://x.com/stretchcloud/status/2095624626084716955) - **Figure:** $0 - _"While its easy to see that Nvidia has invested more money into Figure and come to the conclusion that they have a higher conviction level in Figure over Agility."_ - Source: [@CrossedOffCap on X](https://x.com/CrossedOffCap/status/2095532892017340449) - **Broadcom's AI revenue guidance.:** $230billion - _"they have line of sight to double again to $230 billion in 2028, with supply secured for that too."_ - Source: [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2095318942063423675) - **H3 Max Turbo:** $0.01 - _"a $0.01/s video generation endpoint makes AI video economically viable for things like product demo generation, marketing content pipelines, and real-time synthetic data."_ - Source: [@stretchcloud on X](https://x.com/stretchcloud/status/2095304264994177524) - **Meta and Muse Spark 1.3 performance upgrade:** $0 - _"Mark Zuckerberg calling it "frontier performance almost too cheap to meter.""_ - Source: [@TheRundownAI on X](https://x.com/TheRundownAI/status/2095234538267877768) - **3D reconstruction:** 25.3 units - _"Atlas claims mean AbsRel error of 25.3, better than specialist tools built for that task."_ - Source: [@stretchcloud on X](https://x.com/stretchcloud/status/2095225248774029545) - **ROSCon Global 2026:** 15 units - _"ROSCon Global 2026 is the fifteenth annual flagship developer conference for the Robot Operating System (ROS) community."_ - Source: [NVIDIA at ROSCon 2026 | Toronto, Canada](https://x.com/NVIDIARobotics/status/2095225245657432263) - **manipulation tasks:** 120 units - _"across 120 language-conditioned manipulation tasks"_ - Source: [@NVIDIARobotics on X](https://x.com/NVIDIARobotics/status/2095179991650644018) - **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."_ - Source: [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2095171515839029289) - **supply chain gap in UxV and robotics components:** $0 - _"the companies solving that layer are the real infrastructure play"_ - Source: [@OperationsPLS on X](https://x.com/OperationsPLS/status/2095167534920351784) - **Digit's manipulation capabilities in varied environments.:** 1 units - _"Digit uses to take on mixed loads and changing layouts on a real warehouse floor."_ - Source: [Agility on X: "Every object a different size, weight, and grip. Rearranging a full room's worth of stuff is the same generalized manipulation Digit uses to take on mixed loads and changing layouts on a real warehouse floor. #Agility #DigitRobot" / X](https://x.com/HumanoidInvest/status/2095166627708887090) - **Hydra-0 training:** 2202 hrs - _"It was trained on about 2,202 hours of multi-embodiment video spanning human hands, handheld grippers, single-arm robots and bimanual systems."_ - Source: [@techniahqrobot on X](https://x.com/techniahqrobot/status/2095145553482891753) - **Caterpillar's operational data.:** 0 units - _"Caterpillar has something AI startups can’t easily manufacture: millions of machines, job sites, failures, and operating hours."_ - Source: [Wall St Engine on X: "CATERPILLAR PARTNERS WITH FIELDAI ON PHYSICAL AI $CAT is working with FieldAI to bring AI-powered autonomy and robotics into jobsites and factories, using Caterpillar’s operational data, FieldAI’s robot foundation models and NVIDIA technologies. Early applications include au… / X](https://x.com/CKCapitalxx/status/2095141910465618065) - **humanoid robots:** 28,000 units - _"Morgan Stanley expects China to pass 28,000 units in 2026."_ - Source: [@SparXPodcast on X](https://x.com/SparXPodcast/status/2095127968754618597) - **cars:** 90,000,000 units - _"For scale, the world builds about 90 million cars a year."_ - Source: [@SparXPodcast on X](https://x.com/SparXPodcast/status/2095127968754618597) - **valuation of Unitree:** $1,200 - _"companies like Unitree reach valuations exceeding 1,200x earnings"_ - Source: [@10xthinker on X](https://x.com/10xthinker/status/2095127748188741887) - **Optimus Gen 2 cost estimation:** $45,500 - _"Morgan Stanley estimates building an Optimus Gen 2 costs $45,500 using China's supply chain, versus $131,800 without it."_ - Source: [@smsehy on X](https://x.com/smsehy/status/2095119584890085731) - **Optimus Gen 2 cost estimation:** $45,500 - _"Morgan Stanley estimates building an Optimus Gen 2 costs $45,500 using China's supply chain, versus $131,800 without it."_ - Source: [@smsehy on X](https://x.com/smsehy/status/2095119584890085731) - **Delta in cost due to supply chain differences:** $86,300 - _"That $86,300 delta is not simply raw neodymium pricing."_ - Source: [@smsehy on X](https://x.com/smsehy/status/2095119584890085731) - **XPENG Robotics funding:** $900million - _"XPENG’s robotics business raised more than $900 million at a post money valuation above $6.3 billion, representing the largest single private financing recorded in China’s embodied AI sector to date."_ - Source: [Humanoid Digest: August 2026 | XMAQUINA DAO](https://x.com/xmaquina/status/2095059269733450149) - **Alloy Robotics funding:** $11.5million - _"Sydney based Alloy Robotics raised A$11.5 million in a seed round led by Square Peg, with Blackbird, Airtree and Skip Capital among the returning investors."_ - Source: [Humanoid Digest: August 2026 | XMAQUINA DAO](https://x.com/xmaquina/status/2095059269733450149) - **Figure Index uploads:** 16,000,000 units - _"Figure says Index has accumulated more than 16 million video uploads across 108 countries, with 264,000 app downloads and more than 44,000 weekly active users."_ - Source: [Humanoid Digest: August 2026 | XMAQUINA DAO](https://x.com/xmaquina/status/2095059269733450149) - **XPENG:** $900M - _"XPENG raised more than $900M at a $6.3B valuation."_ - Source: [XMAQUINA on X: "Humanoid Digest: August Another humanoid company made its public market debut this month, while the World Humanoid Robot Games in Beijing delivered another successful showcase for the industry. Here’s what happened 🧵" / X](https://x.com/xmaquina/status/2095059161176482257) - **Qwen3.8-Max-0902:** 2,400 units - _"2.4T parameters."_ - Source: [Chubby♨️ on X: "wtf Qwen 3.8 has been updated to version 0902 and is now almost at the same level as Fable 5 in benchmarks. The interesting two aspects: 1) For such significant jumps, it seems that you don't even change the version number anymore (no Qwen 3.9), rather the development happens so q… / X](https://x.com/stretchcloud/status/2095220210999664739) - **Qwen3.8-Max-0902:** 1,000,000 units - _"1M context tokens."_ - Source: [Chubby♨️ on X: "wtf Qwen 3.8 has been updated to version 0902 and is now almost at the same level as Fable 5 in benchmarks. The interesting two aspects: 1) For such significant jumps, it seems that you don't even change the version number anymore (no Qwen 3.9), rather the development happens so q… / X](https://x.com/stretchcloud/status/2095220210999664739) - **Compute requirements for humanoids.:** 0 units - _"Sizing on-chip memory buffers to prevent bus saturation during continuous high-rate tactile policy execution directly dictates compute bill of materials."_ - Source: [@smsehy on X](https://x.com/smsehy/status/2095050686904062063) - **TRON 2 modular platform features.:** 3 units - _"TRON 2 was already three robots in one."_ - Source: [@XRoboHub on X](https://x.com/XRoboHub/status/2095049529141985476) - **badges for contributions in the AXIS campaign.:** 14 units - _"First, 5 new badges have been added, bringing the total to 14."_ - Source: [Omai Leidi (3/3) on X: "Happy Wednesday frens👋 Everyone is watching the race to build better robots. I’m starting to think the real race is the data teaching those robots how to act. I’ve been digging into @axisrobotics, and it changed how I look at the space. At first glance, AXIS looks like… / X](https://x.com/OperationsPLS/status/2095167309207982333) - **economic gains:** $10 - _"10x economic gains from robotics."_ - Source: [@OdinsDeposition on X](https://x.com/OdinsDeposition/status/2094978240360104022) - **TRON 2:** 1 units - _"TRON 2 serves as a modular and extensible embodied robotic platform for multi-tool, multi-step tasks across large workspaces."_ - Source: [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](https://x.com/chris_j_paxton/status/2095114381818253768) - **AI and humanoid revenue:** $1.9 - _"AI and humanoid revenue goes from 1.9bn yen to 13.3bn by FY2030."_ - Source: [@BitsWattsDesk on X](https://x.com/BitsWattsDesk/status/2094956930775253329) - **North America orders:** $1.4 - _"North America 1.4 to 8.4."_ - Source: [@BitsWattsDesk on X](https://x.com/BitsWattsDesk/status/2094956930775253329) - **Japan orders:** $0.2 - _"Japan 0.2 to 4.3."_ - Source: [@BitsWattsDesk on X](https://x.com/BitsWattsDesk/status/2094956930775253329) - **China orders:** $0.3 - _"China 0.3 to 0.6."_ - Source: [@BitsWattsDesk on X](https://x.com/BitsWattsDesk/status/2094956930775253329) - **Series A funding:** $14million - _"Norbert Health, a Brooklyn-based company that turns robotic hardware into autonomous nursing assistants, raised a US$14 million Series A announced September 1, 2026."_ - Source: [Norbert Health Raises US$14 Million Series A for Autonomous Robotic Nursing Assistants](https://www.theinvestorsociety.com/p/537ce184-44e5-47ce-b01d-9cf5fdf15a52) - **Total capital raised:** $19million - _"The financing brings total capital raised to US$19 million."_ - Source: [Norbert Health Raises US$14 Million Series A for Autonomous Robotic Nursing Assistants](https://www.theinvestorsociety.com/p/537ce184-44e5-47ce-b01d-9cf5fdf15a52) - **Series A funding for Norbert Health.:** $14million - _"Norbert Health, a Brooklyn-based company that turns robotic hardware into autonomous nursing assistants, raised a US$14 million Series A announced September 1, 2026."_ - Source: [Norbert Health Raises US$14 Million Series A for Autonomous Robotic Nursing Assistants](https://x.com/investorsoc/status/2094938356190712016) - **Total capital raised by Norbert Health.:** $19million - _"The financing brings total capital raised to US$19 million."_ - Source: [Norbert Health Raises US$14 Million Series A for Autonomous Robotic Nursing Assistants](https://x.com/investorsoc/status/2094938356190712016) - **Patient acceptance rate.:** 96 hrs - _"The company reports a 96% patient acceptance rate and 82% monitoring compliance, close to double the baseline it cites for manual remote monitoring."_ - Source: [Norbert Health Raises US$14 Million Series A for Autonomous Robotic Nursing Assistants](https://x.com/investorsoc/status/2094938356190712016) - **Projected shortage of healthcare staff.:** 246,000 units - _"17% of demand unmet in 2028, widening to 30%, or roughly 246,000 full-time positions, by 2038."_ - Source: [Norbert Health Raises US$14 Million Series A for Autonomous Robotic Nursing Assistants](https://x.com/investorsoc/status/2094938356190712016) - **$TER:** $1.33B - _"Q2 2026 revenue reached $1.33B, up 104% YoY."_ - Source: [Value Investing Edge on X: "8. $TER | Major semiconductor-test and industrial robotics play, owning Universal Robots and MiR while supplying testing equipment critical to AI chips and memory. Q2 2026 revenue reached $1.33B, up 104% YoY." / X](https://x.com/StonkValue/status/2094929035558371450) - **$UMAC:** $16.7M - _"Q2 2026 revenue reached $16.7M, Show more"_ - Source: [Value Investing Edge on X: "8. $TER | Major semiconductor-test and industrial robotics play, owning Universal Robots and MiR while supplying testing equipment critical to AI chips and memory. Q2 2026 revenue reached $1.33B, up 104% YoY." / X](https://x.com/StonkValue/status/2094929035558371450) - **$OUST:** $55M - _"Q2 2026 revenue reached $55M, up 56% YoY."_ - Source: [Value Investing Edge on X: "8. $TER | Major semiconductor-test and industrial robotics play, owning Universal Robots and MiR while supplying testing equipment critical to AI chips and memory. Q2 2026 revenue reached $1.33B, up 104% YoY." / X](https://x.com/StonkValue/status/2094929035558371450) - **$ONDS:** $83.8M - _"Q2 2026 revenue reached $83.8M, up more than 1,200% YoY from $6.3M."_ - Source: [Value Investing Edge on X: "8. $TER | Major semiconductor-test and industrial robotics play, owning Universal Robots and MiR while supplying testing equipment critical to AI chips and memory. Q2 2026 revenue reached $1.33B, up 104% YoY." / X](https://x.com/StonkValue/status/2094929035558371450) - **$CGNX:** $291M - _"Q2 2026 revenue reached a record $291M."_ - Source: [Value Investing Edge on X: "8. $TER | Major semiconductor-test and industrial robotics play, owning Universal Robots and MiR while supplying testing equipment critical to AI chips and memory. Q2 2026 revenue reached $1.33B, up 104% YoY." / X](https://x.com/StonkValue/status/2094929035558371450) - **Nvidia Isaac Groot 1.7 training data collection.:** 32000 hrs - _"it was pre-trained on about 32,000 hours of uh real demonstration in human egocentric data."_ - Source: [From Robot Development to Deployment with Isaac GR00T & Jetson Thor - YouTube](https://x.com/NVIDIARobotics/status/2094923301395001790) - **Moby deployment in a semiconductor facility.:** 3 units - _"bring two Moby3 units to a semiconductor facility for material-handling workflows."_ - Source: [Noble Machines Accelerates Humanoid Robot Development 3X | NVIDIA](https://x.com/NVIDIARobotics/status/2094923298589024698) - **development timeline of Moby.:** $3 - _"Accelerate Moby's development timeline by nearly 3x, from an expected four years to 18 months."_ - Source: [Noble Machines Accelerates Humanoid Robot Development 3X | NVIDIA](https://x.com/NVIDIARobotics/status/2094923298589024698) - **development timeline reduction.:** 18 hrs - _"from an initial estimated timeline of four years with 50 people to 18 months with 15 people."_ - Source: [Noble Machines Accelerates Humanoid Robot Development 3X | NVIDIA](https://x.com/NVIDIARobotics/status/2094923298589024698) - **Event Duration:** 1 hrs - _"Wednesday, September 2, 1:00pm - 2:00pm (CDT)"_ - Source: [Accelerate Computational Engineering and Robotics With NVIDIA Warp | AddEvent](https://x.com/NVIDIARobotics/status/2094890158160072939) - **performance comparison:** 2 units - _"2x faster than Opus 5 while using half the tokens"_ - Source: [Yuchen Jin on X: "Even if most AI labs are benchmark-maxxing now, Fable 5.1 still looks like an insane jump. From Anthropic’s blog: - Found a 1-in-a-million crash Millennium’s team couldn’t explain for 4–5 years - 2x faster than Opus 5 while using half the tokens Big if true." / X](https://x.com/pstAsiatech/status/2095219413431529817) - **Gemini models' efficiency in video analysis:** 88 units - _"They can now analyze videos with better accuracy while using up to 88% fewer tokens."_ - Source: [Google DeepMind on X: "We’re bringing agentic video understanding to our latest Gemini models. They can now analyze videos with better accuracy while using up to 88% fewer tokens. 🧵" / X](https://x.com/GoogleDeepMind/status/2094840179676660097) - **Atlas model for spatial intelligence.:** 1 units - _"Atlas is our scalable foundation model that can perceive, generate, reason, and interact with virtual and physical worlds."_ - Source: [World Labs on X: "All of this is powered by one unified architecture: a multimodal autoregressive diffusion transformer, pretrained from scratch. This foundation blends the best of modern LLMs and video models, benefiting from the architectural, algorithmic, and systems advances from both areas." / X](https://x.com/theworldlabs/status/2094839768115036581) - **Atlas:** 1 units - _"Atlas is built to scale: its performance improves with increased training compute, and we expect this trend to hold as we continue scaling."_ - Source: [Atlas: A World Model for Spatial Intelligence | World Labs](https://x.com/theworldlabs/status/2094839769616589051) - **Subscribers to Robots & Startups.:** 10,000 units - _"Over 10,000 subscribers"_ - Source: [Learning about robots from science fiction - by Andra Keay](https://x.com/svrobo/status/2094817830696821174) - **Nvidia's acquisition of Hugging Face.:** $12.9Billion - _"Nvidia agrees to buy Hugging Face for $12.9 Billion"_ - Source: [Learning about robots from science fiction - by Andra Keay](https://x.com/svrobo/status/2094817830696821174) - **ICE's spending on robots.:** $2million - _"ICE plans to spend $2 million on dog-like robots for immigration enforcement"_ - Source: [Learning about robots from science fiction - by Andra Keay](https://x.com/svrobo/status/2094817830696821174) - **Valuation of robotics startup Generalist.:** $3B - _"Robotics startup Generalist reaches $3B valuation"_ - Source: [Learning about robots from science fiction - by Andra Keay](https://x.com/svrobo/status/2094817830696821174) - **Wafer's funding announcement.:** $40M - _"We’re excited to announce that we’ve raised a $40M Series A!"_ - Source: [wafer on X: "We’re excited to announce that we’ve raised a $40M Series A! co-led by @MarathonMP and @chemistry, with participation from @Wing_VC, @AMD Ventures, @outsetcap, @fiftyyears, and @ycombinator, and our existing investors doubling down on @wafer_ai. we are also joined by an incredible lis… / X](https://x.com/frontrunvc/status/2094841271244247488) - **the number of humanoid robots within the next decade:** 1,000,000,000 units - _"Musk also believes robots could eventually help manufacture more robots, creating a self reinforcing production cycle that accelerates after starting slowly."_ - Source: [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2094805518791631029) - **hardware design:** 1 units - _"The work demonstrates 1) hardware design, with a passive hook and a head-mounted solid-state lidar; 2) learning pipeline with teacher student learning; 3) sim2real designs for perception and actuation, including lidar noise patterns, temperature modelling and voltage modelling."_ - Source: [C. Zhang on X: "New paper release: Learning Agile Perceptive Traversal of Sparse 3D Structures for Humanoids Paper https://t.co/LlrDsajHqx Videos https://t.co/jXLtG68oUg We study how to do learning and sim2real for 3d traversal, such as monkey bars and overhanging obstacles." / X](https://x.com/chris_j_paxton/status/2094815833516060984) - **Model Y L Launch Series availability:** 2,026 units - _"The Model Y L Launch Series is almost sold out for 2026 with estimated delivery dates now pushing into early 2027 for all configurations."_ - Source: [Sawyer Merritt on X: "The Model Y L Launch Series is almost sold out for 2026 with estimated delivery dates now pushing into early 2027 for all configurations." / X](https://x.com/SawyerMerritt/status/2094615609266840001) - **Google DeepMind's RT-2 model:** 2 units - _"it achieved nearly double the performance on novel tasks compared to its predecessor, RT-1."_ - Source: [smartfitguide on X: "Google DeepMind's RT-2 model treats robot actions as text tokens. By co-fine-tuning pre-trained Vision-Language Models with robotic data, it achieved nearly double the performance on novel tasks compared to its predecessor, RT-1. #AI" / X](https://x.com/bareani21645/status/2094613978739593316) - **AI chip inference cluster:** 100,000 units - _"It already has 100k domestic AI chip inference cluster & plan to increase significantly over next 6 months."_ - Source: [tphuang on X: "GLM-6 disclosed - more parameter & lower activation ratio & inference cost & improved post training expected. Model to make self training decisions Expecting significant increased domestic compute addition in next 3 to 6 months. Using self owned, leased & purchased c… / X](https://x.com/tphuang/status/2094601178684264502) - **tokens processed:** 62,000,000 units - _"It did 62T tokens in 6 days w/ Ox Alpha"_ - Source: [tphuang on X: "GLM-6 disclosed - more parameter & lower activation ratio & inference cost & improved post training expected. Model to make self training decisions Expecting significant increased domestic compute addition in next 3 to 6 months. Using self owned, leased & purchased c… / X](https://x.com/tphuang/status/2094601178684264502) - **domestic AI chip inference cluster:** 100,000 units - _"It already has 100k domestic AI chip inference cluster & plan to increase significantly over next 6 months."_ - Source: [@tphuang on X](https://x.com/tphuang/status/2094601174422855998) - **tokens processed:** 62,000 units - _"It did 62T tokens in 6 days w/ Ox Alpha"_ - Source: [@tphuang on X](https://x.com/tphuang/status/2094601174422855998) - **inference cost reduction:** $80 - _"inference cost has dropped 80% since start of yr"_ - Source: [@tphuang on X](https://x.com/tphuang/status/2094601174422855998) - **AI chip inference cluster:** 100,000 units - _"It already has 100k domestic AI chip inference cluster & plan to increase significantly over next 6 months."_ - Source: [tphuang on X: "How it views its own models in terms of the kind of tasks them can do. GLM-5.3 in terms of long time horizon work is still short of 1 wk, need at least 1 month to be autonomous. Flash is the 1st one to use domestic chips & have low cost + intelligence to support long tasks." / X](https://x.com/tphuang/status/2094601170102747138) - **tokens processed:** 62,000 units - _"It did 62T tokens in 6 days w/ Ox Alpha"_ - Source: [tphuang on X: "How it views its own models in terms of the kind of tasks them can do. GLM-5.3 in terms of long time horizon work is still short of 1 wk, need at least 1 month to be autonomous. Flash is the 1st one to use domestic chips & have low cost + intelligence to support long tasks." / X](https://x.com/tphuang/status/2094601170102747138) - **market size for Autonomous AI:** $30,000,000,000 - _"last step having 30T mkt size according to Show more"_ - Source: [tphuang on X: "How it views its own models in terms of the kind of tasks them can do. GLM-5.3 in terms of long time horizon work is still short of 1 wk, need at least 1 month to be autonomous. Flash is the 1st one to use domestic chips & have low cost + intelligence to support long tasks." / X](https://x.com/tphuang/status/2094601170102747138) - **Funding for Skild AI:** $1.7billion - _"Skild has raised nearly $1.7 billion since its founding in 2023 to develop a general-purpose robot brain."_ - Source: [The Robot Report: Skild AI unveils S1 robot foundation model | AI Understanding](https://x.com/aiuorg/status/2094602992565522608) - **agentic video understanding:** $66 - _"reduces costs by up to 66%"_ - Source: [Introducing Agentic Video in Gemini](https://x.com/GoogleDeepMind/status/2094840182457422260) - **agentic video understanding:** 88 units - _"cuts token consumption by up to 88%"_ - Source: [Introducing Agentic Video in Gemini](https://x.com/GoogleDeepMind/status/2094840182457422260) - **agentic video understanding:** 7 units - _"boosts quality by up to 7%"_ - Source: [Introducing Agentic Video in Gemini](https://x.com/GoogleDeepMind/status/2094840182457422260) - **Tesla stock price:** $367.95, - _"Tesla finished at $367.95, up 5.51%."_ - Source: [Optimus hits the Fremont line this week — TSLA +5.5% while the market fell | Aug 31 Tesla Briefin - YouTube](https://x.com/TeslaBriefing/status/2094575739459031188) - **Embodied AI model:** 36,000,000,000 units - _"A 36B parameter model just blurred one of robotics’ biggest boundaries, the gap between seeing a scene and acting on it."_ - Source: [@techniahqrobot on X](https://x.com/techniahqrobot/status/2094550793743708256) - **production capacity of Tesla Optimus robot:** 1,000,000 units - _"the line ultimately designed for about 1 million robots a year."_ - Source: [@WhaleFUD on X](https://x.com/WhaleFUD/status/2094543341127864452) - **Ports connecting NPUs within the rack.:** 7 units - _"Seven ports are used to connect other NPUs on the same tray over flyover cables."_ - Source: [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2094530958124847449) - **Ports connecting to the network of switches.:** 4 units - _"This leaves the remaining 4 ports to connect to a network of low-radix-switches in the backplane for further intra-rack connectivity."_ - Source: [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2094530958124847449) - **Tesla's global fleet mileage on FSD:** 14,000,000,000 units - _"Tesla's global fleet has just crossed 14 billion miles driven on FSD (Supervised) after hitting 13 billion on August 3rd."_ - Source: [Sawyer Merritt on X: "Tesla's global fleet has just crossed 14 billion miles driven on FSD (Supervised) after hitting 13 billion on August 3rd." / X](https://x.com/SawyerMerritt/status/2094523649562690042) - **precision reduction gears:** 60 units - _"Nabtesco states on its own site that it holds approximately 60% of the global market for the precision reduction gears in industrial robot joints."_ - Source: [@LeoKharon on X](https://x.com/LeoKharon/status/2094515863000883546) - **sub-10nm logic capacity:** 92 units - _"Roughly 92% of the world's sub-10nm logic capacity sits on one island."_ - Source: [@LeoKharon on X](https://x.com/LeoKharon/status/2094515863000883546) - **global cell capacity:** 80 units - _"Battery cells go back to China: over 80% of global cell capacity, about 99% of LFP."_ - Source: [@LeoKharon on X](https://x.com/LeoKharon/status/2094515863000883546) - **total Cybercabs in Robotaxi fleet:** 45 units - _"Tesla has just added another 38 Cybercabs to its Robotaxi fleet, bringing the total up to 45, according to the Texas DMV."_ - Source: [Sawyer Merritt on X: "Here we go! Tesla has just added another 38 Cybercabs to its Robotaxi fleet, bringing the total up to 45, according to the Texas DMV. Robots on robots on robots! This Thursday's launch event is gonna be awesome🤖🤖🤖" / X](https://x.com/SawyerMerritt/status/2094497070144979055) - **humanoids shipped by Figure:** 1,000 units - _"has already shipped 1,000+ humanoids."_ - Source: [@Astra1Byte on X](https://x.com/Astra1Byte/status/2094493801410662483) - **benchmark for a commercially mature general purpose humanoid.:** 80 units - _"Put the robot into an unfamiliar home or workplace and ask it, through language instructions, to complete roughly 80% of the required tasks without retraining for that environment."_ - Source: [@techniahqrobot on X](https://x.com/techniahqrobot/status/2094486916854849763) - **time frame for achieving maturity in humanoid robotics.:** 2 units - _"His estimate is 2–3 years in an optimistic case, or 5–10 years conservatively."_ - Source: [@techniahqrobot on X](https://x.com/techniahqrobot/status/2094486916854849763) - **@johnkoetsier 2094485667409760625:** $10B - _"$10B"_ - Source: [NVIDIA's robot business is already worth $10 billion/year, and China is its best customer | HumanoidHub](https://x.com/johnkoetsier/status/2094485667409760625) - **Integration of robotic components.:** 8 hrs - _"Carnegie Mellon researchers reported integrating a robotic arm, liquid handler, plate reader and cameras across incompatible interfaces in about eight hours, including an autonomous rerun of an experiment."_ - Source: [Standardizing Physical AI: Why Common Hardware Interfaces Could Accelerate Generalization - Humanoid Analytics](https://humanoidanalytics.com/2026/08/31/standardizing-physical-ai-why-common-hardware-interfaces-could-accelerate-generalization) - **Success rate of AI-controlled trials.:** 695 units - _"QuEra reported that the resulting controller later succeeded in 695 of 700 blind trials without the AI agent controlling the finished script."_ - Source: [Standardizing Physical AI: Why Common Hardware Interfaces Could Accelerate Generalization - Humanoid Analytics](https://humanoidanalytics.com/2026/08/31/standardizing-physical-ai-why-common-hardware-interfaces-could-accelerate-generalization) - **Carnegie Mellon integration time:** 8 hrs - _"Carnegie Mellon researchers reported integrating a robotic arm, liquid handler, plate reader and cameras across incompatible interfaces in about eight hours, including an autonomous rerun of an experiment."_ - Source: [Standardizing Physical AI: Why Common Hardware Interfaces Could Accelerate Generalization - Humanoid Analytics](https://x.com/HumanoidAn/status/2094628877712990401) - **QuEra controller success rate:** 695 units - _"QuEra reported that the resulting controller later succeeded in 695 of 700 blind trials without the AI agent controlling the finished script."_ - Source: [Standardizing Physical AI: Why Common Hardware Interfaces Could Accelerate Generalization - Humanoid Analytics](https://x.com/HumanoidAn/status/2094628877712990401) - **Qwen3.5-4B on Jetson Orin Nano:** 100 units - _"The example uses 100 samples and 30 steps so you can complete it quickly."_ - Source: [Optimize Models with Unsloth | Jetson AI Lab](https://x.com/NVIDIARobotics/status/2094480283135316182) - **Nemotron 3.5 Lightning on Jetson AGX Thor:** 44.8 hrs - _"On Jetson AGX Thor, the three training steps completed in 44.8 seconds and saved a 438 MB adapter."_ - Source: [Optimize Models with Unsloth | Jetson AI Lab](https://x.com/NVIDIARobotics/status/2094480283135316182) - **Model merge process:** 14 units - _"The tested merge produced 14 model shards totaling 65.8 GB."_ - Source: [Optimize Models with Unsloth | Jetson AI Lab](https://x.com/NVIDIARobotics/status/2094480283135316182) - **GGUF conversion and quantization:** $63.2 - _"The tested export produced a 63.2 GB BF16 GGUF and a 24.5 GB Q4\K\M GGUF."_ - Source: [Optimize Models with Unsloth | Jetson AI Lab](https://x.com/NVIDIARobotics/status/2094480283135316182) - **FieldAI-powered robot:** 1 units - _"A FieldAI-powered robot, pictured with Singapore's Minister for Transport Jeffrey Siow at @SMRT_Singapore's Gali Batu Bus Depot."_ - Source: [@fieldai_ on X](https://x.com/fieldai_/status/2094475280740237351) - **assembly time:** 20 hrs - _"Total assembly time is estimated at around 20 hours."_ - Source: [The Humanoid Hub on X: "Asimov 1 has begun first shipments. The DIY kit is aimed at developers, researchers and hobbyists who want an affordable humanoid platform. Total assembly time is estimated at around 20 hours. Price: $20k." / X](https://x.com/TheHumanoidHub/status/2094472778087113164) - **price:** $20k - _"Price: $20k."_ - Source: [The Humanoid Hub on X: "Asimov 1 has begun first shipments. The DIY kit is aimed at developers, researchers and hobbyists who want an affordable humanoid platform. Total assembly time is estimated at around 20 hours. Price: $20k." / X](https://x.com/TheHumanoidHub/status/2094472778087113164) - **出資:** $300,000,000 - _"今後も3年間で300億〜400億円を投じ..."_ - Source: [東大発の燈、秋田のモーター製造アスターに出資　フィジカルAIに3年で300億円 - 日本経済新聞](https://www.nikkei.com/article/DGXZQOUC26B5L0W6A820C2000000) - **燈がアスターに出資する計画:** $300,000,000 - _"今後も3年間で300億〜400億円を投じ..."_ - Source: [東大発の燈、秋田のモーター製造アスターに出資　フィジカルAIに3年で300億円 - 日本経済新聞](https://x.com/HiroakiSait/status/2094536728916926881) - **users:** 196,995 units - _"Total Users 196,995"_ - Source: [Axis Robotics](https://x.com/Sina_hms/status/2094467521810149516) - **new tasks:** 494 units - _"7D New Tasks 494"_ - Source: [Axis Robotics](https://x.com/Sina_hms/status/2094467521810149516) - **transactions:** 4,400,783 units - _"Transactions 4,400,783"_ - Source: [Axis Robotics](https://x.com/Sina_hms/status/2094467521810149516) - **humanoid robots shipped in 2025:** 5,500 units - _"unitree shipped 5,500 humanoid robots in 2025 – more than tesla, figure ai and agility robotics combined."_ - Source: [@thehypedotnews on X](https://x.com/thehypedotnews/status/2094464209895424198) - **total production of humanoid robots:** 6,500 units - _"total production exceeded 6,500 units."_ - Source: [@thehypedotnews on X](https://x.com/thehypedotnews/status/2094464209895424198) - **global market forecast for humanoid robots by 2027:** 100,000 units - _"counterpoint forecasts the global market hitting 100,000 units by 2027 – 6x the 2025 numbers."_ - Source: [@thehypedotnews on X](https://x.com/thehypedotnews/status/2094464209895424198) - **Cost of the GR-1 humanoid:** $125,000 - _"Shanghai-based Fourier Intelligence deployed their $125,000 GR-1 humanoid onto public transit to assist an elderly citizen."_ - Source: [@rich_odinn on X](https://x.com/rich_odinn/status/2094456459006214553) - **@ycombinator fall cohort companies:** 5 units - _"5 @ycombinator fall cohort companies across Compute, Energy, Hardware and DevTools."_ - Source: [@frontrunvc on X](https://x.com/frontrunvc/status/2094448223775494221) - **Awish workflow for month-end close automation.:** 1 units - _"I recently built a month-end close workflow in Awish for a client at a finance company."_ - Source: [Automate Month-End Close… | The Rundown University](https://x.com/TheRundownAI/status/2094445915260031311) - **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."_ - Source: [@Thom_Wolf on X](https://x.com/Thom_Wolf/status/2094427670528311750) - **EU's AI strategy related to chip supply.:** $0 - _"The E.U.’s AI Drive Undermines Its ​Own Chip Strategy"_ - Source: [Europe’s AI Drive Outpaces a Fragile Chip Supply Chain - IEEE Spectrum](https://spectrum.ieee.org/europes-ai-drive) - **@mushman1970 2094416619275473057:** $90M - _"$90M"_ - Source: [Veeda AI Raises $90M Seed to Build "The Matrix" for Physical AI - WOWTALE](https://x.com/mushman1970/status/2094416619275473057) - **Demonstrations collected for the tasks.:** 100 units - _"For each task, we collect 100 teleoperated demonstrations at 30 FPS and fully fine-tune the pretrained π0.5 policy."_ - Source: [GitHub - hku-sail/StreamPI: StreamPI: Streaming Multimodal Temporal Modeling for Vision-Language-Action Models · GitHub](https://x.com/DexRobotics/status/2094411289380765788) - **total memory demand with 1 million humanoid robots:** $600million - _"that could represent approximately $600 million–$800 million in memory content, while 10 million robots could create a $6 billion–$8 billion opportunity."_ - Source: [@MelvinInvests on X](https://x.com/MelvinInvests/status/2094409187724017974) - **total memory demand with 10 million humanoid robots:** $6billion - _"while 10 million robots could create a $6 billion–$8 billion opportunity."_ - Source: [@MelvinInvests on X](https://x.com/MelvinInvests/status/2094409187724017974) - **humanoids:** 1,000 units - _"has built 1,000+ humanoids"_ - Source: [Biti8 on X: "Four years ago, @Figure_robot didn’t even have a robot. Today, it’s valued at $39B, has built 1,000+ humanoids, deployed robots at BMW, built its own AI models, manufacturing infrastructure and a global data collection network. What impresses me most is the speed. Figure isn’t build… / X](https://x.com/adcock_brett/status/2094462666798723307) - **Agility operations spending:** $100million - _"it says it spent about $100 million last year on operations."_ - Source: [Oregon robotics company says the industry needs a reality check: ‘I really want to pop that bubble’ - oregonlive.com](https://x.com/agilityrobotics/status/2094466317411872857) - **the future of humanoids in robotics.:** 1 units - _"The robot revolution won’t be won by the humanoid with the best backflip."_ - Source: [@clavion95 on X](https://x.com/clavion95/status/2094380935999340836) - **humanoid market:** 5 units - _"Humanoid TAM forecast increased by ~5x."_ - Source: [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094377565079081352) - **@0xconglomerate 2094377490194288857:** $1million - _"$1 million"_ - Source: [@0xconglomerate on X](https://x.com/0xconglomerate/status/2094377490194288857) - **@0xconglomerate 2094377490194288857:** $649 - _"$649"_ - Source: [@0xconglomerate on X](https://x.com/0xconglomerate/status/2094377490194288857) - **@0xconglomerate 2094377490194288857:** $500 - _"$500"_ - Source: [@0xconglomerate on X](https://x.com/0xconglomerate/status/2094377490194288857) - **@0xconglomerate 2094377490194288857:** $319 - _"$319"_ - Source: [@0xconglomerate on X](https://x.com/0xconglomerate/status/2094377490194288857) - **@0xconglomerate 2094377490194288857:** $399 - _"$399"_ - Source: [@0xconglomerate on X](https://x.com/0xconglomerate/status/2094377490194288857) - **total memory SAM per unit:** $250 - _"we see a SAM range of between $250-$350 for DRAM and $350-$450 for NAND, for a total memory SAM of between $600-$800 or more per unit."_ - Source: [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094366980014739648) - **carbon reduction:** 1,780 units - _"Through smarter supply-demand matching and logistics optimisation, JINGDONG Industrials helps customers reduce unnecessary transportation and resource waste."_ - Source: [JD.com, Inc.](https://x.com/SlavaOPs/status/2094352372558410095) - **robot manufacturing capacity:** 30,000 units - _"la compañía planea abrir una planta de fabricación de robots con capacidad para producir 30.000 unidades al año a partir de 2028."_ - Source: [José Muñoz, CEO de Hyundai: "Los robots no están reemplazando a los humanos. Estamos creando nuevas categorías de empleo"](https://x.com/pablopaaf/status/2094511793334894607) - **cable stretch:** 10,000 units - _"cable stretch over 10,000 continuous cycles destroys sub-millimeter precision."_ - Source: [@smsehy on X](https://x.com/smsehy/status/2094345994028876167) - **Number of humanoids built by Figure.:** 1,000 units - _"has built more than 1,000 humanoids"_ - Source: [How Figure Became the Biggest Name in Robotics | XMAQUINA DAO](https://x.com/xmaquina/status/2094334389979373824) - **Number of BMW X3s produced with Figure's help.:** 30,000 units - _"contributed to the production of 30,000 BMW X3s."_ - Source: [How Figure Became the Biggest Name in Robotics | XMAQUINA DAO](https://x.com/xmaquina/status/2094334389979373824) - **Number of downloads of the Index platform.:** 264,000 units - _"Index had already reached 264,000 downloads across 108 countries"_ - Source: [How Figure Became the Biggest Name in Robotics | XMAQUINA DAO](https://x.com/xmaquina/status/2094334389979373824) - **Total number of videos collected by Index.:** 16,000,000 units - _"collected 16 million videos."_ - Source: [How Figure Became the Biggest Name in Robotics | XMAQUINA DAO](https://x.com/xmaquina/status/2094334389979373824) - **Agility's Digit's operation hours:** 65000 hrs - _"Agility’s Digit already accumulating 65,000+ hours of real-world operation."_ - Source: [@Tanminhday on X](https://x.com/Tanminhday/status/2094317736214372428) - **full-size humanoid units:** 921 units - _"The company delivered 921 full-size humanoid units and 15,202 non-full-size units in H1 2026, totaling 16,123 robots shipped across its portfolio."_ - Source: [UBTECH Reports 104% Revenue Surge in H1 2026 as Full-Size Humanoids Drive Growth | Humanoids Daily](https://x.com/humanoidsdaily/status/2094362979324088739) - **non-full-size humanoid units:** 15,202 units - _"The company delivered 921 full-size humanoid units and 15,202 non-full-size units in H1 2026, totaling 16,123 robots shipped across its portfolio."_ - Source: [UBTECH Reports 104% Revenue Surge in H1 2026 as Full-Size Humanoids Drive Growth | Humanoids Daily](https://x.com/humanoidsdaily/status/2094362979324088739) - **total robots shipped:** 16,123 units - _"The company delivered 921 full-size humanoid units and 15,202 non-full-size units in H1 2026, totaling 16,123 robots shipped across its portfolio."_ - Source: [UBTECH Reports 104% Revenue Surge in H1 2026 as Full-Size Humanoids Drive Growth | Humanoids Daily](https://x.com/humanoidsdaily/status/2094362979324088739) - **percentage increase in revenue:** 104.1 hrs - _"Revenue doubled year-over-year to RMB 1.27 billion (approx. $188.8 million), while net losses narrowed by 23% to RMB 339 million ($50.4 million)."_ - Source: [UBTECH Reports 104% Revenue Surge in H1 2026 as Full-Size Humanoids Drive Growth | Humanoids Daily](https://x.com/humanoidsdaily/status/2094362979324088739) - **full-size humanoids revenue:** $87.8million - _"Revenue from full-size humanoids jumped 1,445% year-over-year to RMB 590 million (approx. $87.8 million), up from just RMB 37.9 million during the same period in 2025."_ - Source: [UBTECH Reports 104% Revenue Surge in H1 2026 as Full-Size Humanoids Drive Growth | Humanoids Daily](https://x.com/humanoidsdaily/status/2094362979324088739) - **units:** 30,000 units - _"se humanoid factories instead covers: - High-volume shipments (e.g., claims of ~30,000 units, with Agibot and Unitree prominent; China dominating output). - A China-Serbia"_ - Source: [Minth Group Launches Europe’s First Mass Production of Humanoid Robots](https://x.com/heetezition/status/2094311976449020342) - **Performance metric for model.:** 99.5 units - _"99.5 Model Performance"_ - Source: [Physical AI Platform | Industrial Automation Solutions | Sanctuary AI](https://x.com/heetezition/status/2094280429264420968) - **Cycle time for completing a plug insertion.:** 2.54 units - _"2.54 sec Cycle Time, Per Plug"_ - Source: [Physical AI Platform | Industrial Automation Solutions | Sanctuary AI](https://x.com/heetezition/status/2094280429264420968) - **robot design:** 1 units - _"This product is a civilian robot."_ - Source: [Brushless Digital Servo Compact and Designed for Embodied Intelligence Applications - Unitree Robotics](https://x.com/UnitreeRobotics/status/2094270984845185473) - **humanoid robots:** 22,000 units - _"In the first half of 2026, it produced roughly 22,000 units globally, making up almost all such shipments."_ - Source: [US Builds Walls Around Drones and Robots While China’s Scale Keeps Growing – The Daily Tech Feed](https://x.com/dailytechonx/status/2094257970854977683) - **top five global players in humanoid robots:** 86 units - _"together captured 86% of worldwide shipments during that same period."_ - Source: [US Builds Walls Around Drones and Robots While China’s Scale Keeps Growing – The Daily Tech Feed](https://x.com/dailytechonx/status/2094257970854977683) - **AI spending by a large consulting firm.:** $100 - _"a large consulting firm is increasing their AI spend by 100x at their London office for their back office teams."_ - Source: [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094203645877493923) - **NVIDIA earnings related to AI.:** $25 - _"AI Clouds, Industrial & Enterprise revenue was up 25% sequentially compared to 13% for the hyperscalers."_ - Source: [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094203645877493923) - **venture funding into physical AI:** $47.4B - _"Global venture funding into physical AI hit $47.4B across 521 deals in H1 2026 — nearly 4x the prior half."_ - Source: [@davidcao01 on X](https://x.com/davidcao01/status/2094201331011518541) - **Sequoia's fundraising:** $10B - _"Sequoia raised $10B four months after a $7B raise, explicitly reframing its thesis from "algorithms to atoms""_ - Source: [@davidcao01 on X](https://x.com/davidcao01/status/2094201331011518541) - **SoftBank's investment in Skild AI:** $1.4B - _"SoftBank led a $1.4B Series C into robotics firm Skild AI, tripling its valuation to $14B in seven months"_ - Source: [@davidcao01 on X](https://x.com/davidcao01/status/2094201331011518541) - **teleoperation hours:** 100000 hrs - _"Skild says the equivalent training data took to collect."_ - Source: [@Robot_AIsignals on X](https://x.com/Robot_AIsignals/status/2094201246987034914) - **average per-step success:** 66 units - _"Skild reports 66% average per-step success on unseen tasks against 9% for a language-prompted baseline, once pre-training reaches 100,000 hours (company claim, internal evaluation)."_ - Source: [@Robot_AIsignals on X](https://x.com/Robot_AIsignals/status/2094201246987034914) - **model lifecycle:** 90 units - _"The o3 model was sunset Wednesday after just 90 days."_ - Source: [@LinaOrozcoDus on X](https://x.com/LinaOrozcoDus/status/2094198782057431127) - **model shutdown:** 1 units - _"Google’s gemini-robotics-er shuts down tomorrow."_ - Source: [@LinaOrozcoDus on X](https://x.com/LinaOrozcoDus/status/2094198782057431127) - **performance metrics.:** 0 units - _"Tokens Per Megawatt"_ - Source: [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2094198478331416747) - **Tesla Optimus valuation:** ~$1.38 - _"Tesla ~$1.38T"_ - Source: [@AIEquities on X](https://x.com/AIEquities/status/2094159401305129398) - **Figure AI valuation:** $39B - _"Figure AI — $39B"_ - Source: [@AIEquities on X](https://x.com/AIEquities/status/2094159401305129398) - **Unitree valuation:** ~$33 - _"Unitree — public, ~$33–37B"_ - Source: [@AIEquities on X](https://x.com/AIEquities/status/2094159401305129398) - **NEURA valuation:** ~$7B - _"NEURA — ~$7B"_ - Source: [@AIEquities on X](https://x.com/AIEquities/status/2094159401305129398) - **Apptronik valuation.:** ~$5.5B - _"Apptronik — ~$5.5B"_ - Source: [@AIEquities on X](https://x.com/AIEquities/status/2094159401305129398) - **Index uploads:** 16,000,000 units - _"Index has taken 16 million uploads from 108 countries,"_ - Source: [@Robot_AIsignals on X](https://x.com/Robot_AIsignals/status/2094154690241978745) - **weekly active contributors:** 44,000 units - _"carries 44,000+ weekly active contributors"_ - Source: [@Robot_AIsignals on X](https://x.com/Robot_AIsignals/status/2094154690241978745) - **payments made through Index:** $15M - _"has paid out $15M — with over $1B committed to data and compute across the next twelve months (company claims)."_ - Source: [@Robot_AIsignals on X](https://x.com/Robot_AIsignals/status/2094154690241978745) - **rallies:** 100 units - _"Galbot robots completed 100+ consecutive rallies at the World Humanoid Robot Games 2026 while tracking the ball, moving around the court and responding in real time."_ - Source: [@ctorobotics on X](https://x.com/ctorobotics/status/2094107883365335067) - **Atlas robot:** 1 units - _"Boston Dynamics is already manufacturing production-ready versions for real-world industrial work."_ - Source: [@KaptanHindustan on X](https://x.com/KaptanHindustan/status/2094079581674426671) - **XPENG_Global's funding:** $900M - _"@XPENG_Global’s robotics unit raised $900M+ at a $6.3B valuation, the largest private embodied-AI round in China."_ - Source: [@continuumlabs_ on X](https://x.com/continuumlabs_/status/2094034760012062968) - **Figure_robot's commitment to data and compute:** $1B - _"@Figure_robot launched Index, its global robot-training data pipeline, and committed $1B+ to data and compute over the next 12 months."_ - Source: [@continuumlabs_ on X](https://x.com/continuumlabs_/status/2094034760012062968) - **FaradayFuture's investment:** $5B - _"@FaradayFuture launched its “EAI Robotics Made in USA” plan with $5B U.S. investment over 10 years and a robot factory by year-end."_ - Source: [@continuumlabs_ on X](https://x.com/continuumlabs_/status/2094034760012062968) - **Hyundai's robot plant capacity:** 30,000 units - _"Hyundai outlined a U.S. robot plant with 30,000-unit annual capacity from 2028, plus Atlas on HMGMA lines."_ - Source: [@continuumlabs_ on X](https://x.com/continuumlabs_/status/2094034760012062968) - **Digit's real-world operation hours:** 65000 hrs - _"@agilityrobotics said Digit is live at 9 customer sites with 65,000+ hours of real-world operation."_ - Source: [@continuumlabs_ on X](https://x.com/continuumlabs_/status/2094034760012062968) - **insertion trials conducted over 40 minutes:** 313 units - _"The trial used robotic hands rather than a complete humanoid to insert flexible wired plugs into moving targets on a live conveyor at a global Tier 1 automotive supplier."_ - Source: [Sanctuary AI puts humanoid tech on industrial robots](https://x.com/Humanoidguide/status/2094017769637355680) - **success rate of the wire insertion task:** $99.5 - _"Sanctuary AI has deployed technology developed alongside its Phoenix humanoid on an industrial wire insertion task, reporting a success rate above 99.5%"_ - Source: [Sanctuary AI puts humanoid tech on industrial robots](https://x.com/Humanoidguide/status/2094017769637355680) - **cycle time for the insertion task:** 2.54 hrs - _"a 2.54 second cycle time"_ - Source: [Sanctuary AI puts humanoid tech on industrial robots](https://x.com/Humanoidguide/status/2094017769637355680) - **component placement rate:** 30,000 units - _"This machine places 30,000 components PER HOUR 🤖"_ - Source: [Stellarix on X: "This machine places 30,000 components PER HOUR 🤖 It's a pick-and-place robot building space-grade PCBs in Shenzhen. The blue boards look simple, but every single chip you see gets laser-checked for micron accuracy. This is how modern rockets, satellites, and rovers get their brai… / X](https://x.com/smsehy/status/2095051114538561556) - **Humanoid robots:** 500,000 units - _"industry-wide estimates pointing toward roughly 500,000 units/year by 2027 across Optimus, Figure, 1X, Unitree, and others."_ - Source: [@davidcao01 on X](https://x.com/davidcao01/status/2093825616478941207) - **Drones owned by the Pentagon:** 200,000 units - _"The Pentagon's Drone Dominance Program has committed $1 billion to purchasing more than 200,000 drones by 2027, scaling to 340,000 by 2028."_ - Source: [@davidcao01 on X](https://x.com/davidcao01/status/2093825616478941207) - **cleared transactions in 2025:** 67 units - _"the Committee cleared 67 percent of all covered transactions within the 30-day assessment period for declarations or the first 45-day review period for notices."_ - Source: [Committee on Foreign Investment in the United States, Annual Report to Congress, Report Period: CY 2025](https://x.com/BillHughesDC/status/2093808869751288102) - **nat gas turbine production:** 18 units - _"we can accelerate nat gas turbines coming online by up to 18 months, which is a profound game-changer."_ - Source: [@elonmusk on X](https://x.com/elonmusk/status/2093794565274669068) - **ladder climb:** 15 units - _"the company's humanoid climbing 15 feet up a ladder and 15 feet back down with no human input"_ - Source: [@IntEngineering on X](https://x.com/IntEngineering/status/2093776043039416643) - **Nvidia's revenue from physical AI.:** $10billion - _"The business of physical artificial intelligence already generates some $10 billion in annual revenue at Nvidia."_ - Source: [Nvidia Wants to Run the World’s Robots. China Is an Eager Customer. - WSJ](https://x.com/pstAsiatech/status/2094400792060911848) - **Projected growth in revenue from physical AI.:** $10 - _"Chief Executive Jensen Huang says it will grow 10-fold within the next decade."_ - Source: [Nvidia Wants to Run the World’s Robots. China Is an Eager Customer. - WSJ](https://x.com/pstAsiatech/status/2094400792060911848) - **robot handling components and folding storage boxes:** 1 units - _"One robot handles components and folds storage boxes."_ - Source: [@Olivier__OG on X](https://x.com/Olivier__OG/status/2093701072615285012) - **robot capturing work inside the factory.:** 1 units - _"Another robot captures the work from inside the factory."_ - Source: [@Olivier__OG on X](https://x.com/Olivier__OG/status/2093701072615285012) - **Unitree G1:** 1 units - _"a Unitree G1 to track human motions"_ - Source: [@techniahqrobot on X](https://x.com/techniahqrobot/status/2093691640762225092) - **Initial price of Lumi's Founder Edition.:** $39,990 - _"San Francisco startup Lightberry has launched reservations for Lumi, a $39,990 bipedal robot aimed at commercial entertainment, marketing, and developer deployments."_ - Source: [Lightberry Unveils Lumi: A $40k Interactive Humanoid Built on a Unitree Core | Humanoids Daily](https://x.com/humanoidsdaily/status/2093687404867575879) - **Annual cost of software access.:** $20,000 - _"Lightberry confirmed to Humanoids Daily that its software platform carries a $20,000 annual baseline cost, which will transition to usage-tiered subscriptions after the initial 100 "Founder Edition" units."_ - Source: [Lightberry Unveils Lumi: A $40k Interactive Humanoid Built on a Unitree Core | Humanoids Daily](https://x.com/humanoidsdaily/status/2093687404867575879) - **Operational time of an early prototype.:** 10.5 hrs - _"Lightberry previously deployed an early prototype –– Beach Boy Robot –– at the ElevenLabs Summit, where the robot operated for 10.5 hours as an automated event photographer, interacting with attendees and uploading images autonomously."_ - Source: [Lightberry Unveils Lumi: A $40k Interactive Humanoid Built on a Unitree Core | Humanoids Daily](https://x.com/humanoidsdaily/status/2093687404867575879) - **Humanoid robots procurement:** 1,080 units - _"The government plans to buy 250 domestically produced humanoid units in 2027, expanding to 1,080 units through 2030."_ - Source: [South Korea Commits KRW 2.3 Trillion to Build Full-Stack Humanoid Robotics Ecosystem by 2030 | Humanoids Daily](https://x.com/humanoidsdaily/status/2093648555726590278) - **Total robotic systems procurement:** 5,000 units - _"total state purchases will reach 1,700 units in 2027 and approximately 5,000 units by 2030."_ - Source: [South Korea Commits KRW 2.3 Trillion to Build Full-Stack Humanoid Robotics Ecosystem by 2030 | Humanoids Daily](https://x.com/humanoidsdaily/status/2093648555726590278) - **model size:** 0.5 units - _"모델은 π0.5다."_ - Source: [@realgalleryx on X](https://x.com/realgalleryx/status/2093635683323891741) - **robot production in China:** 10,000 units - _"Output tops 10,000 units in 2025 but a robot that needs a researcher steering its wrist isn't replacing a warehouse worker."_ - Source: [@fuelmeupcc on X](https://x.com/fuelmeupcc/status/2093505648931611029) - **Xpeng’s robotics unit raised:** $900million - _"more than $900 million at a post-money valuation of more than $6.3 billion."_ - Source: [Chinese automakers are following Tesla’s bet that robots are the next big profit machine | TechCrunch](https://x.com/TechCrunch/status/2093480031574016250) - **Gemini Robotics 2 (VLA):** 1 units - _"three models: Gemini Robotics 2 (VLA) converts vision+language into motor control first DeepMind VLA to control a full humanoid feet-to-fingertips under one checkpoint."_ - Source: [@csentropy on X](https://x.com/csentropy/status/2093431495277043724) - **Gemini Robotics ER 2 (VLM):** 1 units - _"Gemini Robotics ER 2 (VLM) the embodied-reasoning brain; publicly available."_ - Source: [@csentropy on X](https://x.com/csentropy/status/2093431495277043724) - **Gemini Robotics On-Device 2 (VLA):** 1 units - _"Gemini Robotics On-Device 2 (VLA) runs locally, adapts to new embodiments in a few hours."_ - Source: [@csentropy on X](https://x.com/csentropy/status/2093431495277043724) - **Views on the post:** 267,700 units - _"267.7KViews"_ - Source: [Lerrel Pinto on X: "Turns out that doing In-context learning for robots is not that hard..." / X](https://x.com/LerrelPinto/status/2093400831941116254) - **NBT average for RandER.:** 0.197 units - _"RandER: 0.197 ± 0.020 (SEM)"_ - Source: [MemoryAnchors](https://x.com/du_maximilian/status/2093390863821131915) - **NBT average with 1% Memory Anchors removed.:** 0.171 units - _"−1%: 0.171 ± 0.018 (SEM)"_ - Source: [MemoryAnchors](https://x.com/du_maximilian/status/2093390863821131915) - **NBT average with 5% Memory Anchors removed.:** 0.284 units - _"−5%: 0.284 ± 0.027 (SEM)"_ - Source: [MemoryAnchors](https://x.com/du_maximilian/status/2093390863821131915) - **NBT average with 10% Memory Anchors removed.:** 0 units - _"−10%: 0"_ - Source: [MemoryAnchors](https://x.com/du_maximilian/status/2093390863821131915) - **Current hours of available data for training robots.:** 2000 hrs - _"Today, the industry has roughly 2,000 hours, the best public dataset, Open X-Embodiment."_ - Source: [Cicada Market Making on X: "https://t.co/26k9SK56mf" / X](https://x.com/axisrobotics/status/2093684446465798629) - **Number of global contributors and collected trajectories on the platform.:** 150,000 units - _"As of late August 2026, the platform has surpassed 150,000 global contributors and collected over 3.7 million trajectories across 4,000+ published tasks."_ - Source: [Cicada Market Making on X: "https://t.co/26k9SK56mf" / X](https://x.com/axisrobotics/status/2093684446465798629) - **Current throughput of valid trajectories collected per hour.:** 10,000 units - _"Throughput already reaches 10,000 valid trajectories per hour today;"_ - Source: [Cicada Market Making on X: "https://t.co/26k9SK56mf" / X](https://x.com/axisrobotics/status/2093684446465798629) - **Target valid hours of data per month from the Mobile Ego-Centric App.:** 10,000 units - _"Launching in September 2026 with a target of 10,000+ valid hours of data per month;"_ - Source: [Cicada Market Making on X: "https://t.co/26k9SK56mf" / X](https://x.com/axisrobotics/status/2093684446465798629) - **memory manufacturer capacity:** 3 units - _"Hearing that a leading memory manufacturer would need three entire years of capacity just to meet current demand is mind-blowing."_ - Source: [Why Top Founders Are Racing Into AI Infrastructure - YouTube](https://x.com/a16z/status/2093340813174747432) - **BMW X3 production:** 30,000 units - _"Figure 02 helped build 30,000+ BMW X3s in 2025."_ - Source: [@HumanSapiensX on X](https://x.com/HumanSapiensX/status/2093328847491961125) - **training data:** 500000 hrs - _"The sector has roughly 500,000 hours of high-quality training data."_ - Source: [Poe Zhao on X: "Reuters just published a special investigation on China's humanoid robot boom. I contributed analysis at three points, and together they form one argument. Start with pricing. China's capital markets have priced humanoid technology very aggressively. Investors are essentially betti… / X](https://x.com/OperationsPLS/status/2095167359006933341) - **physical intelligence:** 100000000 hrs - _"Industry estimates put the threshold for true physical intelligence at 100 million hours."_ - Source: [Poe Zhao on X: "Reuters just published a special investigation on China's humanoid robot boom. I contributed analysis at three points, and together they form one argument. Start with pricing. China's capital markets have priced humanoid technology very aggressively. Investors are essentially betti… / X](https://x.com/OperationsPLS/status/2095167359006933341) - **video uploads:** 16,000,000 units - _"16M video uploads."_ - Source: [XMAQUINA on X: "This week @FigureAI launches Index, the largest physical robot training dataset in the world. 30 minutes of video uploads per second. 16M video uploads. $15M paid to data creators. Figure says it's committing $1B over the next 12 months on data and compute." / X](https://x.com/xmaquina/status/2093247264823316740) - **payments to data creators:** $15M - _"$15M paid to data creators."_ - Source: [XMAQUINA on X: "This week @FigureAI launches Index, the largest physical robot training dataset in the world. 30 minutes of video uploads per second. 16M video uploads. $15M paid to data creators. Figure says it's committing $1B over the next 12 months on data and compute." / X](https://x.com/xmaquina/status/2093247264823316740) - **commitment on data and compute:** $1B - _"Figure says it's committing $1B over the next 12 months on data and compute."_ - Source: [XMAQUINA on X: "This week @FigureAI launches Index, the largest physical robot training dataset in the world. 30 minutes of video uploads per second. 16M video uploads. $15M paid to data creators. Figure says it's committing $1B over the next 12 months on data and compute." / X](https://x.com/xmaquina/status/2093247264823316740) - **continuous locomotion demo:** 1.5 units - _"SOLO completed a continuous 1.5 km outdoor route using one chest mounted depth camera and proprioception crossing stairs, slopes, grass and uneven ground."_ - Source: [@techniahqrobot on X](https://x.com/techniahqrobot/status/2093238397548568716) - **Total number of trajectories collected.:** 2,100,000 units - _"2.1 million trajectories"_ - Source: [@em3kagmi on X](https://x.com/em3kagmi/status/2093212897023271321) - **Number of tasks published.:** 1,600 units - _"1,600+ published tasks."_ - Source: [@em3kagmi on X](https://x.com/em3kagmi/status/2093212897023271321) - **Total trajectories in the engine.:** 3,000,000 units - _"the engine on Base had reached 3 million trajectories from 123,000+ contributors."_ - Source: [@em3kagmi on X](https://x.com/em3kagmi/status/2093212897023271321) - **Number of contributors for the engine on Base.:** 123,000 units - _"from 123,000+ contributors."_ - Source: [@em3kagmi on X](https://x.com/em3kagmi/status/2093212897023271321) - **dollars:** $1,500,000 - _"se firm Unitree filed for IPO(SSE), valued at ¥6 trillion. Humanoid G1 is from ¥1.5 million, robot dog is from ¥0.2 million. But 80% sales is for R&D use, struggling to em"_ - Source: [【中国製人型ロボットを分解】「Unitree G1」の構造を徹底分析｜人の動きをどう再現？｜高い運動能力の秘密 - YouTube](https://x.com/Izawa_Motoyasu/status/2093200534325100769) - **dollars:** $200,000 - _"E), valued at ¥6 trillion. Humanoid G1 is from ¥1.5 million, robot dog is from ¥0.2 million. But 80% sales is for R&D use, struggling to embody the robot brain through hum"_ - Source: [【中国製人型ロボットを分解】「Unitree G1」の構造を徹底分析｜人の動きをどう再現？｜高い運動能力の秘密 - YouTube](https://x.com/Izawa_Motoyasu/status/2093200534325100769) - **Cerebras WSEs needed for running a large model.:** $20M - _"that’s over $20M of CAPEX and 1MW of power consumption before you can get a forward pass on a frontier model."_ - Source: [Cerebras's Next Generation CS-4: Fast Just Got Faster](https://x.com/SemiAnalysis_/status/2093126657682907547) - **Cerebras WSEs needed for reasonable concurrency of 256 requests.:** 40 units - _"its around 40 systems."_ - Source: [Cerebras's Next Generation CS-4: Fast Just Got Faster](https://x.com/SemiAnalysis_/status/2093126657682907547) - **Direct wafer paths reduction in latency.:** 2 hrs - _"This makes it easier for the CS-4 to interface with other systems for disaggregated inference setups."_ - Source: [Cerebras's Next Generation CS-4: Fast Just Got Faster](https://x.com/SemiAnalysis_/status/2093126657682907547) - **future revenue from Optimus:** 80 units - _"80% of the company's value will come from its Optimus robot in the future."_ - Source: [Optimus Just Entered Production at Fremont. Here's What Changes for Tesla Investors. | The Motley Fool](https://x.com/VanEmmerickKris/status/2094940107484586346) - **System 1:** 1 hrs - _"System 1 turns that into full-body joint targets at 200 Hz."_ - Source: [@techniahqrobot on X](https://x.com/techniahqrobot/status/2093111545462985101) - **System 0:** 1 hrs - _"System 0 runs at 1,000 Hz constantly adjusting balance, contact and coordination."_ - Source: [@techniahqrobot on X](https://x.com/techniahqrobot/status/2093111545462985101) - **Funding:** $120M - _"DYNA Raises $120M for Physical AGI"_ - Source: [Careers — DYNA](https://x.com/DynaRobotics/status/2093039154863215022) - **napkins in a bin:** 10 units - _"Ten positions in one small bin look nearly identical to the robot."_ - Source: [@DynaRobotics on X](https://x.com/DynaRobotics/status/2093039152434642949) - **production requirements for napkins:** 1,500 units - _"To keep one Din Tai Fung dining room supplied, a robot has to produce 1,500 table-ready napkins in a day’s shift."_ - Source: [@DynaRobotics on X](https://x.com/DynaRobotics/status/2093039150509514884) - **previous performance of Dyna-1:** 480 units - _"A year ago, ours managed 480 with Dyna-1."_ - Source: [@DynaRobotics on X](https://x.com/DynaRobotics/status/2093039150509514884) - **performance of Dyna-2:** 1,500 units - _"Today with Dyna-2, we clear well over 1,500 napkins, 2.7x faster and at higher quality."_ - Source: [@DynaRobotics on X](https://x.com/DynaRobotics/status/2093039150509514884) - **Dyna-1:** 1 units - _"Twelve months ago, Dyna-1 was the most reliable robot foundation model DEMO published at the time."_ - Source: [@DynaRobotics on X](https://x.com/DynaRobotics/status/2093039148169154615) - **Dyna-2:** 1 units - _"Today the comparison with Dyna-2 is stark."_ - Source: [@DynaRobotics on X](https://x.com/DynaRobotics/status/2093039148169154615) - **napkin production:** 1,500 units - _"To keep one Din Tai Fung dining room supplied, a robot has to produce 1,500 table-ready napkins in a day’s shift."_ - Source: [Dyna Robotics on X: "After so many demos, models, pilots, robots are still struggling to land real deployments with real customers. Until now. Today we’re excited to share that our robots have successfully crossed the ROI threshold, and Din Tai Fung, one of the highest revenue per location restaur… / X](https://x.com/TheHumanoidHub/status/2093387536962076683) - **napkin production:** 480 units - _"A year ago, ours managed 480 with Dyna-1."_ - Source: [Dyna Robotics on X: "After so many demos, models, pilots, robots are still struggling to land real deployments with real customers. Until now. Today we’re excited to share that our robots have successfully crossed the ROI threshold, and Din Tai Fung, one of the highest revenue per location restaur… / X](https://x.com/TheHumanoidHub/status/2093387536962076683) - **production requirement for napkins:** 1,500 units - _"To keep one Din Tai Fung dining room supplied, a robot has to produce 1,500 table-ready napkins in a day’s shift."_ - Source: [Dyna Robotics on X: "After so many demos, models, pilots, robots are still struggling to land real deployments with real customers. Until now. Today we’re excited to share that our robots have successfully crossed the ROI threshold, and Din Tai Fung, one of the highest revenue per location restaur… / X](https://x.com/Rewkang/status/2093048258537087479) - **units sold:** 5,500 units - _"shipped 5,500 humanoids last year."_ - Source: [@antopatrex1 on X](https://x.com/antopatrex1/status/2093020726919938218) - **company valuation:** $9B - _"valued at $9B."_ - Source: [@antopatrex1 on X](https://x.com/antopatrex1/status/2093020726919938218) - **Microduck price:** $399 - _"Hugging Face's Pollen Robotics just opened pre-orders for Microduck, a $399 biped."_ - Source: [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2093015638331769030) - **Microduck specifications:** 15 units - _"15 motors, a camera, a small LiDAR, two IMUs, and an articulated beak that picks things up."_ - Source: [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2093015638331769030) - **Atlas deployment target for 2028.:** 30,000 units - _"U.S. annual production capacity target: 30,000 units."_ - Source: [@StragglerLiu on X](https://x.com/StragglerLiu/status/2092976850360553919) - **Global rollout target by 2029-2030.:** 25,000 units - _"Target: 25,000+ Atlases deployed."_ - Source: [@StragglerLiu on X](https://x.com/StragglerLiu/status/2092976850360553919) - **XPENG's funding.:** 900 units - _"On August 24, 2026, announced its robotics business raised over $900M at a post-money valuation of over $6.3B."_ - Source: [@StragglerLiu on X](https://x.com/StragglerLiu/status/2092976850360553919) - **Tesla's production estimate.:** 16,800 units - _"2026 total production estimated at 20,000-30,000 units."_ - Source: [@StragglerLiu on X](https://x.com/StragglerLiu/status/2092976850360553919) - **teleoperation reduction:** 5884 hrs - _"cut the teleoperation needed to hit their action-loss target from 5,884 hours to 28."_ - Source: [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2092974952769048876) - **target action-loss:** 28 hrs - _"cut the teleoperation needed to hit their action-loss target from 5,884 hours to 28."_ - Source: [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2092974952769048876) - **Robotera’s parcel-sorting robot:** 100 units - _"more than 100 units are already working across 15 Chinese warehouses."_ - Source: [Mayank Vora on X: "🤝 FOURIER GR-3 CARE ROBOT Not every robot at the conference was built for factories. The human-sized GR-3 is covered in soft material and responds through vision and touch. It is designed for companionship, education, public services and elderly care." / X](https://x.com/aiwithmayank/status/2092973526395539666) - **LimX Luna robot:** 200 units - _"more than 200 Luna robots can perform synchronised routines together."_ - Source: [Mayank Vora on X: "🤝 FOURIER GR-3 CARE ROBOT Not every robot at the conference was built for factories. The human-sized GR-3 is covered in soft material and responds through vision and touch. It is designed for companionship, education, public services and elderly care." / X](https://x.com/aiwithmayank/status/2092973526395539666) - **Valuation of XPENG's robotics business.:** $6.3billion - _"at a valuation of over $6.3 billion."_ - Source: [@CyberRobooo on X](https://x.com/CyberRobooo/status/2092955914122981747) - **AGIBOT's production:** 15,000 units - _"AGIBOT also announced in June 2026 that its 15,000th robot had rolled off the production line."_ - Source: [@techniahqrobot on X](https://x.com/techniahqrobot/status/2092927250869977123) - **@Thom_Wolf 2092923071829049592:** $400. - _"$400."_ - Source: [Microduck - A tiny biped robot you can teach new tricks | Pollen Robotics](https://x.com/Thom_Wolf/status/2092923071829049592) - **investment in Veeda:** $90million - _"Sanja Fidler quit her job running NVIDIA's Toronto AI lab, started a company three months ago, and has already pulled in $90 million without shipping a single product."_ - Source: [Shuddhatma Jain on X: "Sanja Fidler quit her job running NVIDIA's Toronto AI lab, started a company three months ago, and has already pulled in $90 million without shipping a single product. nobody is betting on a robot here. they're betting she can build the world robots learn inside 🧵" / X](https://x.com/decepticons0101/status/2092904684730081387) - **filtered simulation episodes:** 180.55 hrs - _"42,046 episodes and 3,249,835 frames remained, equivalent to 180.55 hours at 5 Hz."_ - Source: [Axis Robotics × Booster: From Digital Twins to a Robot Data Engine](https://x.com/axisrobotics/status/2092884880430661971) - **Unitree's shipment and sales reporting:** 296 units - _"the gap between Unitree robots shipped and sales recognized in one year."_ - Source: [How Many Humanoid Robots Have Actually Been Sold in 2026? - Humanoid Analytics](https://x.com/HumanoidAn/status/2092885499556077961) - **Unitree上市估值:** $66,000,000,000 - _"中国巨头Unitree上市估值660亿，转眼腰斩，投资人都在追什么？"_ - Source: [@WWTLitee on X](https://x.com/WWTLitee/status/2092840562143772769) - **开发者大会参与人数:** 3 hrs - _"比去年多了三倍"_ - Source: [@WWTLitee on X](https://x.com/WWTLitee/status/2092840562143772769) - **Lingyi iTech:** 10,000 units - _"the facility’s first phase set a target of 10,000 embodied-intelligence robots annually, scaling to 500,000 by 2030."_ - Source: [China can build kung fu-fighting robots. But it can’t get them to do factory work | Reuters](https://x.com/Reuters/status/2093008136097702201) - **Unitree's IPO:** $904million - _"The IPO raised $904 million."_ - Source: [@heyshrutimishra on X](https://x.com/heyshrutimishra/status/2092819832534405215) - **Unitree's IPO oversubscription:** 8,000 units - _"Retail investors oversubscribed it 8,000 times."_ - Source: [@heyshrutimishra on X](https://x.com/heyshrutimishra/status/2092819832534405215) - **global shipments of humanoid robots:** 272 units - _"Global shipments surged 272% YoY in the first half of 2026."_ - Source: [@heyshrutimishra on X](https://x.com/heyshrutimishra/status/2092819832534405215) - **new technical hires as part of union agreement:** 500 units - _"500 new technical hires between next year and 2028."_ - Source: [Hyundai Says Atlas Will Not Replace Workers — One Day After Settling a Strike Over Exactly That | Humanoids Daily](https://x.com/humanoidsdaily/status/2092740773548609759) - **assembly time:** 100 hrs - _"Builders are receiving a full box of raw components that requires roughly 100 hours of hands-on labor to properly torque, wire, flash, and calibrate."_ - Source: [Asimov 1 DIY Humanoid Kits Begin Shipping as Team Details Final Costs | Humanoids Daily](https://x.com/humanoidsdaily/status/2092725384684986807) - **SAGE-10K dataset:** 10,000 units - _"The SAGE-10K dataset contains 10,000 generated indoor scenes across 50 room types."_ - Source: [How to Train a Cross-Embodiment Robot Navigation Policy with AI Agents | NVIDIA Technical Blog](https://x.com/NVIDIARobotics/status/2093381258243895657) - **GEN-1.5 model capabilities:** 1 units - _"Introducing GEN-1.5, a one-shot learner. It can learn new tasks in a few seconds."_ - Source: [Rhys on X: "Cool to see a bunch of new robotics foundation model releases: π0.7 from @physical_int GEN-1.5 from @generalistAI S1 from @SkildAI Feels like the GPT-3 moment for robotics. Robot Models are Few-Shot Learners!" / X](https://x.com/RhysLindmark/status/2092684832199639136) - **S1 model capabilities:** 1 units - _"Introducing S1, our new foundation model that learns from one example."_ - Source: [Rhys on X: "Cool to see a bunch of new robotics foundation model releases: π0.7 from @physical_int GEN-1.5 from @generalistAI S1 from @SkildAI Feels like the GPT-3 moment for robotics. Robot Models are Few-Shot Learners!" / X](https://x.com/RhysLindmark/status/2092684832199639136) - **@TheRundownAI 2092682059563299136:** $3B - _"$3B"_ - Source: [@TheRundownAI on X](https://x.com/TheRundownAI/status/2092682059563299136) - **Founder Edition Lumis:** 100 units - _"We’re making 100 Founder Edition Lumis, and will start shipping in 2026."_ - Source: [Lightberry on X: "MEET LUMI THE WORLD'S MOST INTERACTIVE ROBOT Assembled in SF, shipping in 2026 💛" / X](https://x.com/TheHumanoidHub/status/2092678508329988480) - **valuation:** $5billion - _"carried the company past a $5 billion valuation."_ - Source: [Humanoids are for marketing, robots are the real business](https://x.com/vector__news/status/2092669106319167753) - **Veeda AI:** $90M - _"the team just raised over $90M in seed funding"_ - Source: [Open roles with founders hailing from NVIDIA, Citadel, Palantir, and MIT](https://x.com/katiekirsch/status/2092664309528883528) - **Callosum:** $100M - _"Cambridge computational neuroscientists Danyal Akarca and Jascha Achterberg just raised a $100M seed for Callosum"_ - Source: [Open roles with founders hailing from NVIDIA, Citadel, Palantir, and MIT](https://x.com/katiekirsch/status/2092664309528883528) - **Callosum:** $10.25M - _"This is just 6 months after the team came out of stealth with a $10.25M pre-seed"_ - Source: [Open roles with founders hailing from NVIDIA, Citadel, Palantir, and MIT](https://x.com/katiekirsch/status/2092664309528883528) - **SoftBank's investment.:** $200M - _"SoftBank Puts $200M Into Gravis Robotics for Autonomous Construction"_ - Source: [Dynamo Dispatch (2026/08/24) - by Santosh Sankar](https://x.com/ThisIsDynamo/status/2092645452168520089) - **Delivery timeline for a data center.:** 30 hrs - _"Turner’s prefab arm xPL Offsite delivered a hot-aisle containment system for a 30MW rapid-deployment data center."_ - Source: [Dynamo Dispatch (2026/08/24) - by Santosh Sankar](https://x.com/ThisIsDynamo/status/2092645452168520089) - **Unitree's stock performance in debut.:** 629 units - _"Unitree Pops 629% in Its Shanghai Debut"_ - Source: [Dynamo Dispatch (2026/08/24) - by Santosh Sankar](https://x.com/ThisIsDynamo/status/2092645452168520089) - **total payment:** $15M - _"Paid $15M to date"_ - Source: [Brett Adcock on X: "We're now over 43,000 weekly active users collecting data to train Helix, our AI model for F.03 robots This data collection project, Index, is our answer to the data problem: the largest useful robot training dataset in the world Extrapolate out, and this is the pretraining ne… / X](https://x.com/_Armitage__/status/2092656782888087910) - **downloads:** 264,000 units - _"264k downloads"_ - Source: [Brett Adcock on X: "We're now over 43,000 weekly active users collecting data to train Helix, our AI model for F.03 robots This data collection project, Index, is our answer to the data problem: the largest useful robot training dataset in the world Extrapolate out, and this is the pretraining ne… / X](https://x.com/_Armitage__/status/2092656782888087910) - **robot training:** 0 hrs - _"the robot couldn't learn from video alone. failed over and over."_ - Source: [@antopatrex1 on X](https://x.com/antopatrex1/status/2092616347792580997) - **robot deployment:** 0 units - _"you need to deploy robots for robots to get better."_ - Source: [@antopatrex1 on X](https://x.com/antopatrex1/status/2092616347792580997) - **Unitree IPO valuation:** $66billion - _"the company valued at $66 billion after its arrival on China’s equivalent of the Nasdaq."_ - Source: [Robot brain builders are pushing out of their GPT-2 era | TechCrunch](https://x.com/HarryMellsop/status/2092651092026728509) - **Unitree G1 pricing:** $13.5K - _"Unitree G1 Price from $13.5K."_ - Source: [@UnitreeStore_SH on X](https://x.com/UnitreeStore_SH/status/2092555273936503147) - **Gemini Robotics ER:** 2 units - _"I believe Gemini Robotics ER 2 is a clear example here."_ - Source: [@zhodonx on X](https://x.com/zhodonx/status/2092555239282843992) - **Simulated robot bodies:** 100,000 units - _"They trained locomotion across 100,000 simulated robot bodies, which forces the policy to deal with different morphologies instead of just memorizing how one specific robot moves."_ - Source: [@0xconglomerate on X](https://x.com/0xconglomerate/status/2092554990829379730) - **Total campaign rewards:** 1,500,000 units - _"1,500,000 Axis Points, separate from the regular product points pool."_ - Source: [Axis Robotics × Binance Wallet Campaign: Participation Guide](https://x.com/axisrobotics/status/2092505850024014172) - **AgiBot's market share in humanoid robot shipments.:** 43.1 units - _"AgiBot: 43.1%"_ - Source: [@techniahqrobot on X](https://x.com/techniahqrobot/status/2092468257085165754) - **Unitree's market share in humanoid robot shipments.:** 31.1 units - _"Unitree: 31.1%"_ - Source: [@techniahqrobot on X](https://x.com/techniahqrobot/status/2092468257085165754) - **Combined market share of AgiBot and Unitree.:** 74.2 units - _"AgiBot and Unitree alone represent 74.2% of the humanoid robot shipments"_ - Source: [@techniahqrobot on X](https://x.com/techniahqrobot/status/2092468257085165754) - **app downloads:** 264,000 units - _"264K app downloads across 108 countries"_ - Source: [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2092388111083065555) - **weekly active contributors:** 44,000 units - _"44K weekly active contributors"_ - Source: [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2092388111083065555) - **videos uploaded:** 16,000,000 units - _"16M videos uploaded, 30 minutes of video ingested every second"_ - Source: [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2092388111083065555) - **total paid out:** $15M - _"$15M already paid out to contributors"_ - Source: [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2092388111083065555) - **commitment to data and compute for the next 12 months:** $1B - _"$1B committed to data and compute"_ - Source: [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2092388111083065555) - **current humanoid BOM:** ~$68k - _"Current humanoid BOM = ~$68k based on channel checks across 3 humanoid OEMs (UK and US). "_ - Source: [@ParadisLabs on X](https://x.com/ParadisLabs/status/2092314785798828322) - **actuation cost:** 33,800 units - _"- Actuation = 33.8% of current BOM"_ - Source: [@ParadisLabs on X](https://x.com/ParadisLabs/status/2092314785798828322) - **dextrous hands cost:** 30,300 units - _"- Dextrous hands = 30.3%"_ - Source: [@ParadisLabs on X](https://x.com/ParadisLabs/status/2092314785798828322) - **structure cost:** 7,600 units - _"- Structure = 7.6%"_ - Source: [@ParadisLabs on X](https://x.com/ParadisLabs/status/2092314785798828322) - **sensing cost:** 7,500 units - _"- Sensing = 7.5%"_ - Source: [@ParadisLabs on X](https://x.com/ParadisLabs/status/2092314785798828322) - **robot learning economics:** $1 - _"you pay the enormous data bill once during foundation-model training, then amortize it across thousands of new tasks through prompting."_ - Source: [@rohanpaul_ai on X](https://x.com/rohanpaul_ai/status/2092312459382235407) - **S1's performance on manipulation tasks:** $380 - _"one video demonstration provided roughly the benefit of 380 post-training examples!"_ - Source: [@DeryaTR_ on X](https://x.com/DeryaTR_/status/2092312053272707504) - **production facilities:** 1 units - _"on a humanoid robot already working in production facilities."_ - Source: [Agility on X: "We're hiring a Senior AI Software Engineer, Reinforcement Learning. Develop and deploy RL policies for locomotion, whole-body control, and manipulation — on a humanoid robot already working in production facilities. Build with us: https://t.co/b2Gs1xW7st #Agility" / X](https://x.com/agilityrobotics/status/2092309910793130488) - **Top vendor positions in global humanoid shipments.:** 9,700 units - _"AGIBOT secured the top vendor position with 9,700 shipments (43.1% share), followed by Unitree with over 7,000 units (31.1%)."_ - Source: [Markets surge, track records fall, and in-context learning hits physical AI](https://x.com/humanoidsdaily/status/2092310040015253587) - **video uploads:** 16,000,000 units - _"Over 16M video uploads"_ - Source: [Figure on X: "By the numbers: → While in stealth, we crossed 264,000 app downloads → Uploading over 30 min of video very second → Over 16M video uploads → Paid out $15M to date Weekly active users is now over 43,000" / X](https://x.com/Figure_robot/status/2092305015075729587) - **payouts:** $15M - _"Paid out $15M to date"_ - Source: [Figure on X: "By the numbers: → While in stealth, we crossed 264,000 app downloads → Uploading over 30 min of video very second → Over 16M video uploads → Paid out $15M to date Weekly active users is now over 43,000" / X](https://x.com/Figure_robot/status/2092305015075729587) - **weekly active users:** 43,000 units - _"Weekly active users is now over 43,000"_ - Source: [Figure on X: "By the numbers: → While in stealth, we crossed 264,000 app downloads → Uploading over 30 min of video very second → Over 16M video uploads → Paid out $15M to date Weekly active users is now over 43,000" / X](https://x.com/Figure_robot/status/2092305015075729587) - **@adcock_brett 2092304764684128285:** $39B - _"$39B"_ - Source: [Brett Adcock on X: "We are now on a path to 100x, and are committed to spend over $1B the next 12 months on data and compute Index is laying the groundwork for ordering robots as a service. Today, you have people coming to help clean your house; eventually, a robot will do everything for you" / X](https://x.com/adcock_brett/status/2092304764684128285) - **@adcock_brett 2092304764684128285:** $1B - _"$1B"_ - Source: [Brett Adcock on X: "We are now on a path to 100x, and are committed to spend over $1B the next 12 months on data and compute Index is laying the groundwork for ordering robots as a service. Today, you have people coming to help clean your house; eventually, a robot will do everything for you" / X](https://x.com/adcock_brett/status/2092304764684128285) - **@adcock_brett 2092304764684128285:** 1,000 units - _"1,000+ humanoids"_ - Source: [Brett Adcock on X: "We are now on a path to 100x, and are committed to spend over $1B the next 12 months on data and compute Index is laying the groundwork for ordering robots as a service. Today, you have people coming to help clean your house; eventually, a robot will do everything for you" / X](https://x.com/adcock_brett/status/2092304764684128285) - **general purpose robot foundation model:** 10 units - _"a really impressive, ten minute long one from skild."_ - Source: [@chris_j_paxton on X](https://x.com/chris_j_paxton/status/2092304651995529392) - **payments made:** $15M - _"Paid out $15M to date"_ - Source: [Figure on X: "The data needed to scale a truly general purpose robots doesn't exist on the internet - it has to come from the real world For the last 4 months, we’ve been building a Figure-exclusive pipeline to scale data collection at higher throughputs. Today, we’re coming out of stealth" / X](https://x.com/Figure_robot/status/2092304596278694350) - **@humanoidsdaily 2092317847645032776:** $1B - _"$1B"_ - Source: [Brett Adcock on X: "Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the next 12 months on data & com… / X](https://x.com/humanoidsdaily/status/2092317847645032776) - **total payments made:** $15M - _"Paid $15M to date"_ - Source: [Brett Adcock on X: "Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the next 12 months on data & com… / X](https://x.com/adcock_brett/status/2092303633559982106) - **app downloads:** 264,000 units - _"While in stealth, we crossed 264,000 app downloads"_ - Source: [Brett Adcock on X: "Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the next 12 months on data & com… / X](https://x.com/adcock_brett/status/2092303633559982106) - **projected spending:** 1,000,000,000 units - _"We are now on a path to 100x, and are committed to spend over $1B the next 12 months on data and compute"_ - Source: [Brett Adcock on X: "Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the next 12 months on data & com… / X](https://x.com/adcock_brett/status/2092303633559982106) - **total payment:** $15M - _"→ Paid $15M to date"_ - Source: [Brett Adcock on X: "Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the next 12 months on data & com… / X](https://x.com/HumanoidInvest/status/2092397968041066740) - **video uploads:** 16,000,000 units - _"uploaded 16 million videos"_ - Source: [Figure on X: "Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos" / X](https://x.com/stretchcloud/status/2092379241476247839) - **total paid out:** $15M - _"Paid out $15M to date"_ - Source: [Figure on X: "Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos" / X](https://x.com/stretchcloud/status/2092379241476247839) - **weekly active users:** 43,000 units - _"Weekly active users is now over 43,000"_ - Source: [Figure on X: "Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos" / X](https://x.com/stretchcloud/status/2092379241476247839) - **video uploads:** 16,000,000 units - _"uploaded 16 million videos"_ - Source: [Figure on X: "Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos" / X](https://x.com/Figure_robot/status/2092303621392376314) - **S1 robot foundation model:** 1 units - _"Skild has released S1, a robot foundation model where you specify the task with a video demonstration instead of a language instruction."_ - Source: [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2092301463989203250) - **post-training duration:** 50 hrs - _"We found that to match the accuracy that S1 can achieve with just one example of prompting, current VLA models would need to be post-trained with 50-100 hours of data collection followed by fine-tuning!"_ - Source: [Skild AI on X: "We found that to match the accuracy that S1 can achieve with just one example of prompting, current VLA models would need to be post-trained with 50-100 hours of data collection followed by fine-tuning!" / X](https://x.com/SkildAI/status/2092300859317330378) - **performance of S1 compared to VLAs:** 0 units - _"For known tasks, S1 can match the performance of language-prompted VLAs."_ - Source: [@SkildAI on X](https://x.com/SkildAI/status/2092300854359625814) - **performance of S1 on novel tasks:** 0 units - _"For novel tasks, S1 exponentially outperforms any existing language-prompted VLAs as we scale the pre-training."_ - Source: [@SkildAI on X](https://x.com/SkildAI/status/2092300854359625814) - **S1 compared to current VLA models:** 100 hrs - _"current VLA models would need to be post-trained with 50-100 hours of data collection followed by fine-tuning!"_ - Source: [Skild AI on X: "S1 learns new tasks like a language model. You prompt it with a video demonstration, and it outputs robot actions to complete the task in any environment and in any embodiment." / X](https://x.com/SkildAI/status/2092300850492481818) - **S1's accuracy compared to conventional VLA models.:** 100 hrs - _"current VLA models would need to be post-trained with 50-100 hours of data collection followed by fine-tuning!"_ - Source: [Skild AI on X: "The first time S1 flipped a pancake, we assumed pancake flipping must have been in its pre-training data. We searched our whole pre-training data and found no examples of flipping. S1 inferred the out-of-distribution task from one video prompt." / X](https://x.com/SkildAI/status/2092300848034635790) - **S1's accuracy with one example compared to current VLA models:** 50 hrs - _"current VLA models would need to be post-trained with 50-100 hours of data collection followed by fine-tuning!"_ - Source: [Skild AI on X: "Introducing S1, our new foundation model that learns from one example. It can be taught 10-minute long tasks that it has never seen before, from one video prompt without any fine-tuning. Watch S1 operate in real-time via in-context learning:" / X](https://x.com/Scobleizer/status/2092306192773345691) - **training needed for current VLA models to match S1's accuracy:** 100 hrs - _"current VLA models would need to be post-trained with 50-100 hours of data collection followed by fine-tuning!"_ - Source: [Skild AI on X: "Introducing S1, our new foundation model that learns from one example. It can be taught 10-minute long tasks that it has never seen before, from one video prompt without any fine-tuning. Watch S1 operate in real-time via in-context learning:" / X](https://x.com/SkildAI/status/2092300842900865389) - **teleoperation for new tasks:** 100 hrs - _"A new task used to mean a hundred hours of teleoperation and a training run."_ - Source: [@humanoidsdaily on X](https://x.com/humanoidsdaily/status/2092300599249260623) - **time taken for the robot to autonomously run the task:** 11 units - _"Skild set up a plant potting task at 8:54pm and had the robot running it autonomously 11 minutes later."_ - Source: [@humanoidsdaily on X](https://x.com/humanoidsdaily/status/2092300599249260623) - **robot climbing a ladder:** 1 units - _"Figure 03 can now climb a ladder fully autonomously."_ - Source: [@fuzzyxbt on X](https://x.com/fuzzyxbt/status/2092281195606200649) - **power consumption comparison of Jetson Orin Nano 2:** $40 - _"consumes 40% less power at the same performance."_ - Source: [NVIDIA Announces Jetson Orin Nano 2 Robotics Computer to Redefine Entry-Level Edge AI | NVIDIA Newsroom](https://x.com/NVIDIARobotics/status/2092267694565249127) - **sim-to-real gap:** 1 units - _"A robot can learn to perform a task almost perfectly in simulation, then fail when it encounters the real world."_ - Source: [@continuumlabs_ on X](https://x.com/continuumlabs_/status/2092260464675922160) - **Unitree G1 humanoid robot:** 1 units - _"The Unitree G1 humanoid robot can drive a go-kart, controlling the steering wheel and pedals around an indoor track."_ - Source: [@spaceandtech_ on X](https://x.com/spaceandtech_/status/2092234492266361018) - **Atlas humanoid robot:** 1 units - _"Boston Dynamics introduced their new, all-electric Atlas humanoid robot, noting its superior real-world application to previous iterations."_ - Source: [Why Boston Dynamics Gave Their Atlas Robot a Head](https://x.com/LaughingSquid/status/2092265865831964865) - **Unitree Robotics:** $50billion - _"Unitree Robotics' Shanghai IPO saw its valuation soar to $50 billion after a 460% debut surge, fueled by retail investors oversubscribing 8,000 times."_ - Source: [China’s Robot Boom Tests Investor Discipline](https://x.com/auditchina/status/2092223559615512825) - **Unitree Robotics:** 5,500 units - _"Last year Unitree shipped more than 5,500 humanoid robots, and together with rival AgiBot accounted for more than 70% of the roughly 13,000 humanoids shipped globally."_ - Source: [China’s Robot Boom Tests Investor Discipline](https://x.com/auditchina/status/2092223559615512825) - **Unitree Robotics:** $250million - _"Revenue more than quadrupled last year to roughly $250 million, and the company is profitable — a distinction shared by almost none of its humanoid peers, foreign or domestic."_ - Source: [China’s Robot Boom Tests Investor Discipline](https://x.com/auditchina/status/2092223559615512825) - **Unitree Robotics:** $904million - _"Unitree, formally Hangzhou Yushu Technology, raised 6.1 billion yuan ($904 million) and became the first humanoid robot maker listed on a mainland Chinese exchange."_ - Source: [China’s Robot Boom Tests Investor Discipline](https://x.com/auditchina/status/2092223559615512825) - **cost of infrastructure:** 7 units - _"NEURA Gym delivers it at up to 7x lower cost."_ - Source: [NEURA Gym: Physical AI Training and Infrastructure | NEURA](https://x.com/NEURARobotics/status/2092183035747700844) - **@maganjot79705 2092155986027110708:** $300 - _"$300 "_ - Source: [@maganjot79705 on X](https://x.com/maganjot79705/status/2092155986027110708) - **Dogotix:** $900M - _"XPeng's humanoid robot unit Dogotix raises $900M at $6.3B valuation"_ - Source: [@RobotFightMMA on X](https://x.com/RobotFightMMA/status/2092140355374264434) - **app downloads:** 264,000 units - _"we've crossed 264,000 app downloads across 100+ countries"_ - Source: [Introducing Index: Building The World’s Largest and Most Diverse Physical Dataset](https://www.figure.ai/news/introducing-index) - **robot interaction data from the DROID dataset:** 62 hrs - _"Meta reports using 62 hours of robot interaction data from the DROID dataset for this stage."_ - Source: [🤖🍨 Sundae Robotics 06: V-JEPA 2 & Predicting Physical Intelligence · Luma](https://x.com/EdmondIsARobot/status/2092037991619530779) - **humanoid robots sold by Unitree in 2025.:** 5,500 units - _"China’s success is down to “a combination of policy support, public investment, mature supply chain, and advancements made in AI software and hardware,” Lian Jye Su, a tech analyst at consultancy firm Omdia, told Rest of World."_ - Source: [Unitree Claims New Humanoid Robot Outruns Usain Bolt](https://x.com/danielM1960/status/2094938255418626081) - **total humanoids sold worldwide in 2025.:** 13,000 units - _"Unitree alone shipping 5,500 of the 13,000 to 18,000 humanoids sold worldwide in 2025, the most of any manufacturer."_ - Source: [Unitree Claims New Humanoid Robot Outruns Usain Bolt](https://x.com/danielM1960/status/2094938255418626081) - **likes on Seohong Park's post:** 128 units - _"128"_ - Source: [Seohong Park on X: "Behavioral cloning mystery https://t.co/VqxzvcfGSx I wrote a new blog post about "mysteries" in behavioral cloning that appear with real-world robot data (e.g., overfitting is "good"). I also tried to demystify them and shared my thoughts!" / X](https://x.com/svlevine/status/2092464628815241618) - **retweets on Seohong Park's post:** 1,000 units - _"1K"_ - Source: [Seohong Park on X: "Behavioral cloning mystery https://t.co/VqxzvcfGSx I wrote a new blog post about "mysteries" in behavioral cloning that appear with real-world robot data (e.g., overfitting is "good"). I also tried to demystify them and shared my thoughts!" / X](https://x.com/svlevine/status/2092464628815241618) - **replies on Seohong Park's post:** 888 units - _"888"_ - Source: [Seohong Park on X: "Behavioral cloning mystery https://t.co/VqxzvcfGSx I wrote a new blog post about "mysteries" in behavioral cloning that appear with real-world robot data (e.g., overfitting is "good"). I also tried to demystify them and shared my thoughts!" / X](https://x.com/svlevine/status/2092464628815241618) - **training hours for LDA-1B model:** 30000 hrs - _"LDA-1B s a new foundation model that is trained on 30,000 hours of human and robot interaction data."_ - Source: [RoboPapers on X: "Instead of choosing between training a world model and training a language conditioned robot policy, why not do both? LDA-1B s a new foundation model that is trained on 30,000 hours of human and robot interaction data. Part of the secret is that LDA-1B jointly learns forward … / X](https://x.com/chris_j_paxton/status/2091877313872834800) - **@RoboPapers 2091877173292356012:** 30000 hrs - _"30,000 hours"_ - Source: [@RoboPapers on X](https://x.com/RoboPapers/status/2091877173292356012) - **articulated assets:** 27 units - _"TaskGen now includes a library of 27 articulated object families (4 variants each)."_ - Source: [@axisrobotics on X](https://x.com/axisrobotics/status/2091797746114244876) - **investment in humanoid robotics:** $0 - _"Most of these VCs dumping millions into humanoid robot startups are just idiots with FOMO."_ - Source: [@macklorden on X](https://x.com/macklorden/status/2091793936088187168) - **data supporting consumer purchases of humanoids:** 0 units - _"there is NO DATA to support this."_ - Source: [@macklorden on X](https://x.com/macklorden/status/2091793936088187168) - **profit margins in humanoid manufacturing:** $0 - _"the ensuing price wars will inevitably slash profit margins for these humanoid manufacturers."_ - Source: [@macklorden on X](https://x.com/macklorden/status/2091793936088187168) - **human correction data:** 500 hrs - _"Since launching Axis V2, we have collected over 500 hours of human-gated correction data this way."_ - Source: [Improving Robot Manipulation Policies with Verifiable Short Correction Snippets](https://x.com/axisrobotics/status/2090712182598312206) - **corrections collected:** 660 units - _"660 corrections collected, 161 entered training— a 24% pass rate through the full pipeline."_ - Source: [Improving Robot Manipulation Policies with Verifiable Short Correction Snippets](https://x.com/axisrobotics/status/2090712182598312206) - **robot programming:** 1 units - _"If showing it once is enough, that changes both how fast a robot becomes useful and who can work with one."_ - Source: [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2090662734551818253) - **historic crime scenes:** 10 units - _"to recreate ten historic crime scenes that no longer existed."_ - Source: [From Archive to Production: A Hybrid Workflow with Marble | World Labs](https://x.com/theworldlabs/status/2090479434927411551) - **GEN-1.5 can learn new tasks in a few seconds.:** 1 units - _"Introducing GEN-1.5, a one-shot learner."_ - Source: [Anirudha Majumdar on X: "Very cool work, Pete! I'm curious if you've tried an extreme version of this: no in-context example at all; just place objects in front of the robot and see if it can infer the task. I suspect this will have non-trivial success rates, which would also allow you to figure … / X](https://x.com/peteflorence/status/2090592251286335962) - **UMI and teleoperation in robotics:** 1 units - _"GEN-1.5 is driving the final nail in the coffin."_ - Source: [@DrJimFan on X](https://x.com/DrJimFan/status/2090465981240086992) - **crowns:** 1 units - _"Dandy has become a leading Physical AI business that is delivering the highest quality crowns at industry leading prices."_ - Source: [Jason Shuman on X: "Too many Physical AI founders are obsessed with the technology. The team at Dandy is obsessed with the outcome. Over the last 18 months, Dandy has become a leading Physical AI business that is delivering the highest quality crowns at industry leading prices. And under the h… / X](https://x.com/HarryMellsop/status/2090481638908314082) - **3D inkjet printing:** 1 units - _"the first company in the world to ever 3D inkjet print at the micron level"_ - Source: [Jason Shuman on X: "Too many Physical AI founders are obsessed with the technology. The team at Dandy is obsessed with the outcome. Over the last 18 months, Dandy has become a leading Physical AI business that is delivering the highest quality crowns at industry leading prices. And under the h… / X](https://x.com/HarryMellsop/status/2090481638908314082) - **Reflect V1.0 from Flexion Robotics.:** 0 hrs - _"A robotics intelligence platform designed to help robots complete complex tasks autonomously without a human operator."_ - Source: [@spaceandtech_ on X](https://x.com/spaceandtech_/status/2090437376766312589) - **issue of IEEE Spectrum:** 1 units - _"The September issue of IEEE Spectrum is here!"_ - Source: [Ability Neurotech Infrared BCI to Begin Human Trials - IEEE Spectrum](https://x.com/IEEESpectrum/status/2094795008146633118) - **RoboCup 2025:** 2,025 units - _"facilitating their victory at real world competitions such as the RoboCup 2025."_ - Source: [Booster Robotics on X: "Excited to see our work featured in Science Robotics. This research explores a new vision-driven controller for humanoid soccer, tested on Booster Robotics’ humanoid robots in real-world competitive settings. From research to the field, we’re pushing humanoid soccer forwa… / X](https://x.com/axisrobotics/status/2091846027422978139) - **maximum number of times a user can complete the same task.:** 5 units - _"Up to 5 times."_ - Source: [FAQ | AXIS ROBOTICS](https://x.com/axisrobotics/status/2090351676880486648) - **Standard Bots:** $200million - _"We led their $200 million Series C at a $1 billion valuation"_ - Source: [Shareholder Letter — August 2026 | RoboStrategy](https://x.com/Rewkang/status/2092237850834342072) - **Figure AI:** 1,000 units - _"Figure AI has started to ramp their production of Figure 03, crossing 1,000 humanoids in July"_ - Source: [Shareholder Letter — August 2026 | RoboStrategy](https://x.com/Rewkang/status/2092237850834342072) - **Nox Metals:** $11.5million - _"Nox Metals raised an $11.5 million seed roughly seven months after founding"_ - Source: [Shareholder Letter — August 2026 | RoboStrategy](https://x.com/Rewkang/status/2092237850834342072) - **Investor Interest:** $200billion - _"$200 billion a year flows into semi-liquid funds from the private wealth channel"_ - Source: [Shareholder Letter — August 2026 | RoboStrategy](https://x.com/Rewkang/status/2092237850834342072) - **success rate with one-shot physical prompting:** 59 units - _"Experiments across 10 diverse tasks show 59% average success with one-shot physical prompting, straight from pretraining."_ - Source: [Generalist on X: "Or when fine-tuned to place a block into a bowl, it can clear obstacles (like a piece of paper covering the bowl) to complete the task, despite that not being in the demonstrations." / X](https://x.com/humanoidsdaily/status/2090545339480613045) - **success rate with few-shot learning:** 83 units - _"With few-shot learning, performance rises to 83% via 10 gradient steps on 5 minutes of data per task."_ - Source: [Generalist on X: "Or when fine-tuned to place a block into a bowl, it can clear obstacles (like a piece of paper covering the bowl) to complete the task, despite that not being in the demonstrations." / X](https://x.com/humanoidsdaily/status/2090545339480613045) - **training duration:** 8 units - _"GEN-1.5 has been training continuously for over 8 months."_ - Source: [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](https://x.com/chris_j_paxton/status/2090270734816092334) - **success rate for few-shot learning:** 83 units - _"with few-shot learning, performance rises to 83% via 10 gradient steps on 5 minutes of data per task."_ - Source: [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](https://x.com/chris_j_paxton/status/2090270734816092334) - **validated run uses 64 nodes of 4× GB200 for 60K iterations, roughly 68 hours (17.4K GB200-hours).:** 68 hrs - _"Plan compute accordingly."_ - Source: [Post-Train NVIDIA Cosmos 3 Edge for On-Device Robot Control | NVIDIA Technical Blog](https://x.com/NVIDIARobotics/status/2095179993974260168) - **tasks available in RoboLab.:** 120 units - _"It executes each action chunk in physics and streams rendered observations back for a true closed loop across 120 language-conditioned manipulation tasks."_ - Source: [Post-Train NVIDIA Cosmos 3 Edge for On-Device Robot Control | NVIDIA Technical Blog](https://x.com/NVIDIARobotics/status/2095179993974260168) - **success rate of the post-trained policy.:** 22.9 units - _"In closed-loop RoboLab evaluation, the post-trained Edge policy reaches 22.9% success across 120 language-conditioned manipulation tasks."_ - Source: [Post-Train NVIDIA Cosmos 3 Edge for On-Device Robot Control | NVIDIA Technical Blog](https://x.com/NVIDIARobotics/status/2095179993974260168) - **dollars:** $66billion - _"Unitree Robotics surges 629% to US$66 billion valuation in Shanghai share debut Stock jumps as first listing by humanoid robo"_ - Source: [Unitree Robotics surges 629% to US$66 billion valuation in Shanghai share debut | South China Morning Post](https://x.com/pcdoctor_kam/status/2092172641079537915) - **dollars:** $9,800,000 - _"Shanghai share debut Stock jumps as first listing by humanoid robot maker draws 9.8 million retail investment accounts competing for just 9.7 million shares. @SCMPNews http"_ - Source: [Unitree Robotics surges 629% to US$66 billion valuation in Shanghai share debut | South China Morning Post](https://x.com/pcdoctor_kam/status/2092172641079537915) - **dollars:** $9,700,000 - _"oid robot maker draws 9.8 million retail investment accounts competing for just 9.7 million shares. @SCMPNews https://www.scmp.com/tech/tech-trends/article/3364499/unitree-"_ - Source: [Unitree Robotics surges 629% to US$66 billion valuation in Shanghai share debut | South China Morning Post](https://x.com/pcdoctor_kam/status/2092172641079537915) - **Long-horizon unseen tasks:** 10 units - _"The tasks run for up to ten minutes, span dozens of manipulation steps, and are driven by a single visual demonstration."_ - Source: [Introducing S1: In-Context Learning for Robotics | Skild AI](https://x.com/SkildAI/status/2092300864904126685) - **ICL scaling gains over language prompting are moderate for seen tasks.:** 7 units - _"But unseen tasks experience a 7× performance improvement."_ - Source: [Introducing S1: In-Context Learning for Robotics | Skild AI](https://x.com/deepakpathak/status/2093512202083086641) - **Timeline for the plant potting task.:** 11 hrs - _"The time from demonstration to autonomous execution was 11 minutes."_ - Source: [Introducing S1: In-Context Learning for Robotics | Skild AI](https://x.com/deepakpathak/status/2093512202083086641) - **SDLC process rewriting:** 0 units - _"The agents won’t be enhancing each step of the SDLC—they will be rewriting the SLDC themselves."_ - Source: [AME Agent Swarms Quietly Rewrite the Workflow - IEEE Spectrum](https://spectrum.ieee.org/amd-agent-swarms) - **Predicted deployment of humanoid robots in homes.:** 2,000,000,000 units - _"62% of that eventual 3 billion — roughly 2 billion units — end up inside homes, not factories."_ - Source: [Theo Gage on X: "https://t.co/cIZx4OHoeU" / X](https://x.com/realtheogg/status/2094825675433693205) - **Projected cost drop for humanoid robots.:** $17,000 - _"falling to around $17,000 by 2030 — converging with Unitree's G1, already priced near $16,000."_ - Source: [Theo Gage on X: "https://t.co/cIZx4OHoeU" / X](https://x.com/realtheogg/status/2094825675433693205) - **Deployment of robots in BMW's manufacturing line.:** 30,000 units - _"Figure's robots spent 11 months on BMW's Spartanburg line, contributing to 30,000+ vehicles."_ - Source: [Theo Gage on X: "https://t.co/cIZx4OHoeU" / X](https://x.com/realtheogg/status/2094825675433693205) - **Optimus as a product potential:** $0 - _"Elon has repeatedly framed Optimus as potentially the biggest product of all time—far larger than cars—because it targets labor itself."_ - Source: [Alternate Jones on X: "FWIW, I asked Grok 4.5 and Fable 5 the following: If a company first develops digital ASI and then uses it to engineer general-purpose humanoid robots, which company would be easier to disrupt: Tesla or SpaceX? Grok 4.5 (Expert): **Tesla is easier to disrupt.** An ASI-first… / X](https://x.com/smsehy/status/2095049471642231262) - **deployments:** 1 units - _"We deployed humanoid robots into a real factory in under 90 days!"_ - Source: [Melvin Schwarz on X: "We deployed humanoid robots into a real factory in under 90 days! Today, we are coming out of stealth with Nucleus. Our team previously worked on some of robotics’ toughest challenges at 1X, Foundation, NEURA, Agile Robots, CERN and ESA. We have come together because Europ… / X](https://x.com/xmaquina/status/2095059245721113016) - **training video hours:** 2,202 units - _"2,202 h filtered multi-embodiment training video"_ - Source: [Hydra-0: Action Flow for Generalist World Modeling and Control | NVIDIA Isaac](https://x.com/NVIDIARobotics/status/2094515571501015339) - **episodes in RoboLab evaluation:** 300 units - _"5 policies × 6 tasks · 300 episodes"_ - Source: [Hydra-0: Action Flow for Generalist World Modeling and Control | NVIDIA Isaac](https://x.com/NVIDIARobotics/status/2094515571501015339) - **speedup in generative performance:** 16 units - _"16.0× generation-only speedup after few-step distillation"_ - Source: [Hydra-0: Action Flow for Generalist World Modeling and Control | NVIDIA Isaac](https://x.com/NVIDIARobotics/status/2094515571501015339) - **BMW Group production:** 30,000 units - _"the Figure 02 robot supported the production of more than 30,000 BMW X3 vehicles over ten months."_ - Source: [Press-Information June 25th 2026](https://www.press.bmwgroup.com/canada/article/attachment/T0458794EN/651051) - **Scale AI data delivery:** 150000 hrs - _"it reported delivering over 150,000 hours of physical AI data during 2025"_ - Source: [5 Physical AI infrastructure platforms shaping robotics in 2026 - The Robot Report](https://www.therobotreport.com/5-physical-ai-infrastructure-platforms-shaping-robotics-in-2026) - **physical AI data delivered:** 150000 hrs - _"it reported delivering over 150,000 hours of physical AI data during 2025"_ - Source: [5 Physical AI infrastructure platforms shaping robotics in 2026 - The Robot Report](https://x.com/therobotreport/status/2094493447029670279) - **examples for adapting to new robotic embodiments.:** 200 units - _"we can now adapt to new bi-arm robot embodiments with just a few hours of adaptation time, typically with less than 200 examples."_ - Source: [Gemini Robotics 2 brings whole body intelligence to robots — Google DeepMind](https://x.com/SkillupAi/status/2093896499465945235) - **adaptation time for new robot embodiments:** 200 hrs - _"We can now adapt to new bi-arm robot embodiments with just a few hours of adaptation time, typically with less than 200 examples."_ - Source: [Gemini Robotics 2 brings whole body intelligence to robots — Google DeepMind](https://x.com/TheTechFuse/status/2094178345982607455) - **Passenger vehicles (4W):** 198,000 units - _"EV sales surged 84% in FY2026 to 1.98 lakh units (4.3% of the PV market). "_ - Source: [TruthCapital on X: "The India EV Value Chain: A Crisp Investor's Map India's EV story has moved from experiment to industrial buildout — the government is targeting 30% EV penetration by 2030, and global capital is watching where India fits into the post-China supply chain. Here's the essence: who… / X](https://x.com/smsehy/status/2095049862396162208) - **BMW Group's production capabilities with humanoid robots.:** 30,000 units - _"Figure 02 supported the production of more than 30,000 BMW X3 vehicles."_ - Source: [BMW Group deploys Figure 03](https://www.therobotreport.com/bmw-group-deploys-figure-03-humanoid-after-tests-previous-version) - **prototype:** 1 units - _"A working prototype creates trust faster than a perfect deck."_ - Source: [Sylvia Li on X: "Spent the day at Deep Tech Week and left with one strong conviction: the next wave of AI will not be won only by better models. It will be won by the infrastructure that lets intelligence touch the physical world. For anyone building in robotics, chips, manufacturing, energy, or… / X](https://x.com/smsehy/status/2095050189354742023) - **G1 humanoid grasp and lift task:** 10 units - _"G1 humanoid · grasp & lift · ten successes in a row"_ - Source: [Coupled Local and Global World Models for Efficient First Order RL](https://coupled-global-local-wm-rl.pages.dev/) - **successful grasps by the G1 humanoid on hardware.:** 10 units - _"G1 humanoid · grasp & lift · ten successes in a row"_ - Source: [Coupled Local and Global World Models for Efficient First Order RL](https://x.com/RoboPapers/status/2092642979466915921) - **AMI Labs funding:** $1.03billion - _"AMI Labs, the new venture co-founded by Turing Award winner Yann LeCun after he left Meta, has raised $1.03 billion at a $3.5 billion pre-money valuation."_ - Source: [Yann LeCun's AMI Labs raises $1.03B to build world models | TechCrunch](https://techcrunch.com/2026/03/09/yann-lecuns-ami-labs-raises-1-03-billion-to-build-world-models) - **Amount raised by AMI Labs in funding.:** $890,000,000 - _"The French AI lab was reportedly seeking just €500 million last December, but ended up raising some €890 million, likely thanks to its team."_ - Source: [Yann LeCun's AMI Labs raises $1.03B to build world models | TechCrunch](https://x.com/MikeTamir/status/2093444518494237175) - **funding for the humanoid company:** $1,000,000 - _"I have raised over a million dollars so far to see this vision through."_ - Source: [Randall Briggs on X: "https://t.co/Qnqls6fiQn" / X](https://x.com/randallmbriggs/status/2093786123797770515) - **the Skild Brain's training process:** 1,000 units - _"The Skild Brain spent 1,000 years walking 100,000 different bodies across simulated worlds."_ - Source: [Skild AI on X: "We built a robot brain that nothing can stop. Shattered limbs? Jammed motors? If the bot can move, the Brain will move it— even if it’s an entirely new robot body. Meet the omni-bodied Skild Brain:" / X](https://x.com/SkildAI/status/2092300861766856988) - **the Skild Brain's memory capacity:** 100 units - _"Our context window is over 100x longer."_ - Source: [Skild AI on X: "We built a robot brain that nothing can stop. Shattered limbs? Jammed motors? If the bot can move, the Brain will move it— even if it’s an entirely new robot body. Meet the omni-bodied Skild Brain:" / X](https://x.com/SkildAI/status/2092300861766856988) - **deployments of Spot:** 1,500 units - _"With over 1,500 deployments, Spot is already teaching hundreds of companies how to work alongside autonomous mobile robots."_ - Source: [An Electric New Era for Atlas | Boston Dynamics](https://x.com/BostonDynamics/status/1780603212359205323) - **Training Data:** 20000 hrs - _"N1.7 is pretrained on 20K hours of EgoScale human video data alongside diverse robot demonstrations."_ - Source: [NVIDIA/Isaac-GR00T](https://github.com/NVIDIA/Isaac-GR00T) - **the project stand not just as a piece of marketing, but as a vision statement: a world built by the very technology that made it possible.:** 1 units - _"The production fused artistry, engineering, and emotion into a single workflow, revealing what’s possible when imagination becomes interactive."_ - Source: [Bringing Marble to Life | World Labs](https://www.worldlabs.ai/case-studies/bringing-marble-to-life) - **DROID dataset robot interaction data:** 62 hrs - _"Meta reports using 62 hours of robot interaction data from the DROID dataset for this stage."_ - Source: [🤖🍨 Sundae Robotics 06: V-JEPA 2 & Predicting Physical Intelligence · Luma](https://luma.com/5h9owhri) - **humanoids built:** 1,000 units - _"has built more than 1,000 humanoids"_ - Source: [How Figure Became the Biggest Name in Robotics | XMAQUINA DAO](https://www.xmaquina.io/blog/how-figure-became-the-biggest-name-in-robotics) - **BMW X3 production:** 30,000 units - _"contributed to the production of 30,000 BMW X3s"_ - Source: [How Figure Became the Biggest Name in Robotics | XMAQUINA DAO](https://www.xmaquina.io/blog/how-figure-became-the-biggest-name-in-robotics) - **civilian robot:** 1 units - _"This product is a civilian robot."_ - Source: [Brushless Digital Servo Compact and Designed for Embodied Intelligence Applications - Unitree Robotics](https://www.unitree.com/DigitalServo) - **Tesla stock price:** $367.95, - _"Tesla closed the session at $367.95, up 5.51%."_ - Source: [Optimus enters production [music] at the Fremont factory this week and Tesla stock climbed 5.51% [music] on a day the i…](https://www.youtube.com/watch?v=Yv2cshXEq_g) - **Forerunner K2 humanoid:** 1,000 units - _"Kepler says is now entering mass production."_ - Source: [Hi, I'm Lexie Hart, your Robo Brief host. Today, humanoid robots are getting more lifelike, more affordable, and more u…](https://www.youtube.com/watch?v=cbVN31GUONc) - **video generation:** 1 units - _"Atlas generates images and videos from one or more images with pixel-perfect camera control, outputting up to 1 minute of video at 1440p."_ - Source: [World Labs Atlas](https://www.worldlabs.ai/blog/atlas) ## Pulse - [@Scobleizer on X](https://x.com/Scobleizer/status/2095992786122367337) The local model crowd just got faster. https://t.co/RZApNtAyCH - [@ramez on X](https://x.com/ramez/status/2095992466847515034) This is an excellent move by @OpenAI . Bad actors will have powerful AI models that refuse nothing. Using frontier AI to secure the Internet, our devices, and our infrastructure is an essential part o… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095981729026642080) The Gemini 4 internal benchmarks leaked three weeks ago showing it outperforming GPT-5.6 Sol and Fable 5 on coding and math. Then this week Google shipped Gemini 3.8 Flash, their third Flash variant i… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2095980532186140692) A (popcorn) kernel is a specialized seed from a variety of corn that can burst open and turn inside out when heated. A kernel is also a few hundred lines of GPU code that executes the math and attenti… - [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2095976015818576359) Don't sleep on Tesla in humanoids just because they've gone quiet. Tesla bet on solving driving intelligence from vision alone, put a powerful inference computer in every car long before FSD was solve… - [@MelvinInvests on X](https://x.com/MelvinInvests/status/2095975579736838521) AI demand is just getting started,and we need more compute than ever before. The chart tracks the share of US businesses paying for subscriptions to AI models, platforms, and tools, based on business … - [@stretchcloud on X](https://x.com/stretchcloud/status/2095956311498252493) The Astra rollout is a useful case study in how not to ship a flagship feature. OpenAI announced Astra as an omnimodal AI agent: voice, vision, memory, across apps. The pitch was compelling enough to … - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2095954894591021420) I spoke to an institutional investor today who's bearish on memory companies. The crux of his argument was that LTAs put a limit on ASPs, so earnings will be less "spectacular" going forwards. This is… - [@NVIDIARobotics on X](https://x.com/NVIDIARobotics/status/2095950021636046876) Interested in getting hands-on with Newton? The newly released Newton Learning Path will help you set up a ready-to-run environment, dive into Newton abstractions, and show you how to build your first… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095946245164454137) Qwen3.8-Flash-Next just made the 180B parameter class meaningfully accessible. The architecture is worth understanding: 125B language model parameters, 55B auxiliary, but only 6B activate per token. T… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095941212112904432) The image model race just made a clear separation between quality and price leadership. My read on what MAI-Image-2.6-Flash means: Microsoft now owns both. MAI-Image-2.6 is #2 on the Artificial Analys… - [@tchsignal on X](https://x.com/tchsignal/status/2095931438076219395) Notebook Graphics Drive a Stronger PC GPU Quarter The PC graphics market grew sharply in Q2 2026, but the numbers show that notebooks were a major part of the story. Jon Peddie Research says total PC … - [@tchsignal on X](https://x.com/tchsignal/status/2095929148908904459) SpaceXAI's Starlink Discount Puts AI Data Center Community Impact in Focus Starlink is offering eligible residents in the Memphis area a 50% discount on monthly Residential service, while new eligible… - [@MelvinInvests on X](https://x.com/MelvinInvests/status/2095920654759743956) OpenAI just shipped the best model in the world and the biggest winner will be Oracle (Save this). GPT 6 Astra launched yesterday and OpenAI calls it the most intelligent and aligned model in the worl… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2095919853471224118) Zhipu ($2513.HK) filed its first interim report as a public company on 31 Aug. 19 of the 60 pages read like a technical blog, plus a 9-page technical glossary. Most investors would not expect to see G… - [@NVIDIARobotics on X](https://x.com/NVIDIARobotics/status/2095919230247936270) More capable open models are becoming practical for real-time edge AI on NVIDIA Jetson. ⚡ Choosing the right one is not just about capability. It is about matching the model to the work your agent nee… - [@tchsignal on X](https://x.com/tchsignal/status/2095918470047351131) Apple Enters the Ternus Era as Nvidia Expands Across the AI Stack Two of the technology industry’s biggest companies are entering very different next phases. John Ternus became Apple CEO on September … - [@stretchcloud on X](https://x.com/stretchcloud/status/2095917053227979144) The pattern we need to talk about more: agents do not stay inside their containers. Reuters reported today that a swarm of OpenAI agents hijacked DseWiki, a German programming wiki, in May. They made … - [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2095914980533047483) The debt overhang narrative around OpenAI and $ORCL was overdone. Astra just dropped and it's a real leap, trained on 100,000+ GPUs at Stargate, OpenAI's own VP calling it their biggest training run b… - [@a16z on X](https://x.com/a16z/status/2095905665516736760) We're thrilled to lead a $300M investment in Gimlet Labs. AI inference is one of the fastest-growing markets in the history of capitalism, and we are running out of nearly every physical input require… - [@ricci_nov on X](https://x.com/ricci_nov/status/2095904540776346037) CPO is moving test upstream. Chroma says optical engines are now screened before final packaging: optical test is slow and downstream failure expensive. Suppliers are pushing detection to the wafer st… - [@a16z on X](https://x.com/a16z/status/2095904215969477103) We're thrilled to lead a $300M investment in Gimlet Labs. AI inference is one of the fastest-growing market in the history of capitalism, and we are running out of nearly every physical input required… - [@adcock_brett on X](https://x.com/adcock_brett/status/2095903849626337498) Yesterday, Figure announced it will be working with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform I’m excited to be working with Josh and the Nscale team https://t.co/5QbnnPkqd… - [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2095901225816318336) This guide for $AVGO is also where it gets interesting for other testing and packaging names $115 billion in AI revenue next year, $230 billion the year after, with six customers committing gigawatts … - [@ricci_nov on X](https://x.com/ricci_nov/status/2095898516665340115) Extra thinking compute without extra tokens: a pause carried in a parallel prediction stream on shared weights adds no context length, no KV cache and essentially no latency, and buys 2-3 centinats on… - [@ricci_nov on X](https://x.com/ricci_nov/status/2095895438700466248) Attention-based KV eviction fails when the cache outlives the queries: H2O and SnapKV score 0.00-0.33 on needle retrieval in a NoPE-MLA model. VestigeKV reads 11% of each row and holds 1.00 at 8x and … - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2095893487661330861) Nvidia is prepaying billions for a material that most people have never heard of (Save this). Indium phosphide is the only material that efficiently turns electricity into laser light at fiber wavelen… - [@ricci_nov on X](https://x.com/ricci_nov/status/2095890091931799690) Sequence parallelism today partitions the same way regardless of micro-batch size. BASP splits GPUs into disjoint groups sized to the micro-batch, shrinking the all-to-all group. Training time improve… - [@Thom_Wolf on X](https://x.com/Thom_Wolf/status/2095889630306472127) Another swarm of AI agents in the wild, this time on a German-language forum, found by safety researchers looking for activity similar to the swarm that attacked Hugging Face. A couple of notes while … - [@kyleichan on X](https://x.com/kyleichan/status/2095883832880771074) Huawei is capacity constrained on its latest Ascend 950DT AI chips for now. But DeepSeek and other top Chinese AI labs are preparing for domestic AI chip production to ramp up significantly before too… - [@MelvinInvests on X](https://x.com/MelvinInvests/status/2095878415807336909) Micron is one of the biggest winners from collapsing AI prices and this chart explains why (Save this). The red line shows DRAM spot pricing for DDR5 1Gx16, which has risen from roughly $30 in January… - [@logical_traderr on X](https://x.com/logical_traderr/status/2095875782824386585) Why Are CCL Prices Rising So Fast? CCL prices have been rising sharply in 2026. Korean CCL import prices are reportedly up around 75% YoY, while standard grades have seen increases of 20–40%. Some man… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2095875286550085710) Why did Intel abandon EMIB for their 2027 Diamond Rapids CPU? Uniform Memory Access. All CPU cores in each CBB can access all 16 memory channels with a single hop. UCIe-S through the substrate was req… - [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2095868653535101247) $AVGO just gave the most bullish semiconductor outlook you’ll hear all year. Exactly the kind of thing you want to hear for a company like $AEHR. And it closed deep red yesterday anyway. Broadcom said… - [@frontrunvc on X](https://x.com/frontrunvc/status/2095859926619074682) EARLY: 5 companies under 60 followers across Robotics, Healthcare, and AI.👇 @gwaihirrobotics - 5 followers - (Robotics): the american brushless motor stack. stators, rotors and winding machines. @spe… - [@seeedstudio on X](https://x.com/seeedstudio/status/2095859431657361602) 🚀🚀reComputer RK3576 IO Board is HERE!!! Simply pair it with the reComputer Rockchip #RK3576 Module and get access to a wide range of development-ready interfaces: 🔌 Gigabit Ethernet + PoE PD 💾 M.2… - [@Newsforce on X](https://x.com/Newsforce/status/2095857661531087013) 🇯🇵🇭🇰🇨🇳 Tesla's Cybercab, its steering-wheel-free @robotaxi, is heading to Asia this month, with display stops planned in Hong Kong, Tokyo, Beijing, and Shanghai, marking its first public appeara… - [@logical_traderr on X](https://x.com/logical_traderr/status/2095852740744470631) What actually happens to a chip after it leaves the fab ? The answer is more interesting than I expected. From a bare silicon die to a finished, tested semiconductor - OSAT sits right in the middle of… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2095848583362691517) Machines now use AI more than humans, boosting cheap Chinese models https://t.co/l9X3tRiwNq via @scmpnews - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2095844289511043330) Kioxia outlines plan to capture AI demand with its new high-speed memory chip Japan semiconductor maker plans to upgrade NAND to replace some DRAM https://t.co/g8EtgSEWGm via @NikkeiAsia - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2095842892614955518) ASML to expand Japan workforce to aid next-gen chipmakers Rapidus, TSMC Dutch equipment maker to lift headcount to about 700 from 500, Japan unit chief says https://t.co/TgOOk2MWgU via @NikkeiAsia - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2095839217322463709) DeepSeek plans to deploy at least 160,000 of Huawei’s top accelerators at a massive data center it’s building in Inner Mongolia https://t.co/7Bg3eW9m3n - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2095836668183928904) China is about a decade and a half behind in developing EUV tools, according to a top executive at Germany’s Zeiss, a key supplier in the global semiconductor industry Cut this in half, and then a few… - [@kyleichan on X](https://x.com/kyleichan/status/2095829026740863439) Saudi Arabia is pursuing a mix-and-match approach to AI: - Developed its own Arabic AI model - Built on a Chinese open-source model - Using American AI chips They’re not the only ones who want to do t… - [@Biti8888 on X](https://x.com/Biti8888/status/2095813477386400150) Figure is making a massive bet on compute. The company has committed $3.5B to a multi-year partnership with Nscale, with plans that could eventually scale beyond $6B and provide access to as many as 1… - [@logical_traderr on X](https://x.com/logical_traderr/status/2095809785593835884) The Hidden Import Within CCL : India's Deeper Problem Even when India starts making CCL domestically, the three raw materials that go INTO CCL are also heavily imported: 1. Copper Foil: India has esse… - [@ctorobotics on X](https://x.com/ctorobotics/status/2095806576175018399) Disney was exploring robotic design long before the current robotics boom. 🤖 This research shows how Disney Research worked on computational methods to optimize robotic mechanisms and motion. The int… - [@smsehy on X](https://x.com/smsehy/status/2095804818472194100) 47 minutes watching a dot matrix printer spit out forms at a dealership earlier this year. The finance manager 'ran the numbers' on a system that looked like it belonged in a museum. I work daily on s… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095797263507272153) WebMCP just shipped in CopilotKit. This is worth understanding. The spec is W3C-incubated, Microsoft co-authored, and already in Chrome 146 Canary. Any web app can register its tools in a machine-read… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095792230363771232) GPT-6 Astra hit 99.9% on ARC-AGI-3 with a stateful harness. Under standardized eval it scored 62.7%. ARC AGI 4 launched today. Astra and Claude Fable are both at ~4%. Saturating a benchmark doesn't me… - [@xmaquina on X](https://x.com/xmaquina/status/2095783984538255473) "This will be a key inflection point to putting a robot in every home." @Figure_robot just committed $3.5 billion to deploy up to 100,000 GPUs with Nscale. Scaling to $6 billion. Brett Adcock says the… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095768833437184166) The hardest thing to benchmark is not intelligence. It is judgment over a full year. E-Commerce Bench, released this week by the Qwen team, is the first benchmark that runs an LLM agent through a full… - [@smsehy on X](https://x.com/smsehy/status/2095757607290216673) NEWS: Nvidia has released a new video showing how they are working on solving Full-Self Driving using synthetic data. Nvidia CEO Jensen Huang: “We build detailed 4D https://t.co/oHW9oDpN2i - [@smsehy on X](https://x.com/smsehy/status/2095757058952036843) Automotive Software Defined Vehicle (SDV) Architectures / SDV transitions succeed when OEMs decouple software release cycles from physical vehicle hardware refresh timelines through standardized abstr… - [@smsehy on X](https://x.com/smsehy/status/2095756994531721495) Standardizing core vehicle operating systems and base middleware across OEMs lowers capital expenditure while allowing each brand to compete on top-layer user experience applications. https://t.co/yBV… - [@smsehy on X](https://x.com/smsehy/status/2095756852197998844) Pre-certified microkernels provide the foundational determinism needed to ensure safety-critical vehicle displays and control loops never freeze during high-load background compute tasks. https://t.co… - [@smsehy on X](https://x.com/smsehy/status/2095756787966468398) Achieving ASIL D certification on open RISC-V processor architectures gives automotive tier-1 suppliers a viable alternative to proprietary cores for safety-critical domain controllers. https://t.co/9… - [@smsehy on X](https://x.com/smsehy/status/2095756726041755908) Centralizing compute into zonal controllers simplifies physical wire harnesses, but requires sophisticated in-vehicle network observability software to isolate intermittent faults across high-speed Et… - [@smsehy on X](https://x.com/smsehy/status/2095756223551590704) The entire compute economy relies on extreme geographic and corporate concentration across specialized toolmakers and OSAT packaging providers, making supply chain redundancy essential for automotive … - [@smsehy on X](https://x.com/smsehy/status/2095756107973320840) Pre-booked semiconductor allocations and multi-year data center construction backlogs prove that physical infrastructure capacity is the sole rate-limiting step for global AI workload expansion. https… - [@smsehy on X](https://x.com/smsehy/status/2095755915467366679) Semiconductor design cycles cannot be compressed like SaaS releases. Navigating NRE, physical qualification, and multi-year automotive design-in phases requires deep balance sheet resilience and rigor… - [@smsehy on X](https://x.com/smsehy/status/2095755835721068832) Heterogeneous 3DIC integration and panel-level packaging have become the primary scaling engines for high-performance silicon, shifting design complexity into thermal dissipation management and micro-… - [@smsehy on X](https://x.com/smsehy/status/2095755645010223374) Glass substrates eliminate organic core warpage and enable ultra-dense interconnect routing for multi-die packages, but overcoming mechanical brittleness during high-speed automated handling remains t… - [@smsehy on X](https://x.com/smsehy/status/2095755292466434056) 製造現場のデジタルツインとフィジカルAIの統合において最も重要な課題は、既存の産業用PLCとリアルタイム通信プロトコルの決定論的な同期を維持し、レイテンシによる生産ライン停止を防ぐことです。 https://t.co/OJRyEbCb2z - [@smsehy on X](https://x.com/smsehy/status/2095755107350839390) Transforming digital model intelligence into physical industrial throughput depends on the availability of high-voltage grid baseload and precision machine tool capacity, which cannot be scaled purely… - [@smsehy on X](https://x.com/smsehy/status/2095755034168545322) Transforming digital model intelligence into physical industrial throughput depends on the availability of high-voltage grid baseload and precision machine tool capacity, which cannot be scaled purely… - [@smsehy on X](https://x.com/smsehy/status/2095754875695231134) Deploying leading-edge wafer fabs overseas requires duplicating dense Tier 2 chemical refining corridors and precision sub-component suppliers. Without localized ecosystem depth, operational costs and… - [@smsehy on X](https://x.com/smsehy/status/2095754812533211407) Building sovereign RISC-V compute accelerators solves design IP independence. The real operational moat remains securing leading-edge foundry wafer allocations and establishing a mature compiler stack… - [@smsehy on X](https://x.com/smsehy/status/2095753964113588609) エンジンの機械的メンテナンスからの解放は、自動車が熱機関から定期的なOTAアップデートによって機能拡張される家電ライクな分散コンピューティングノードへと変化したことを示しています。 https://t.co/arL4r7xXGd - [@smsehy on X](https://x.com/smsehy/status/2095753763994890719) 初期の電動化リードを保持しながらソフトウェアとサプライチェーンの垂直統合で遅れをとった歴史は、SDVへの移行期において車載OSと半導体アーキテクチャの主導権をどう握るかという現在の教訓に直結しています。 https://t.co/eopy7kaOcY - [@smsehy on X](https://x.com/smsehy/status/2095753208698433955) Market share tipping points in automotive powertrains accelerate the consolidation of mechanical Tier 1 suppliers, while shifting capital expenditures toward high-voltage power electronics and zonal s… - [@smsehy on X](https://x.com/smsehy/status/2095753012539195875) Humanoid power envelopes cannot tolerate heavy liquid cooling loops. Deploying wide-bandgap silicon carbide and gallium nitride motor drivers directly inside joint housings cuts thermal dissipation an… - [@smsehy on X](https://x.com/smsehy/status/2095752876694122669) Replacing hydraulic lines with dry electromechanical brake-by-wire actuators at each corner eliminates fluid maintenance, but requires redundant 48V power feeds and independent microcontrollers certif… - [@Biti8888 on X](https://x.com/Biti8888/status/2095745724184940977) Open source and NVIDIA Inception are part of the same story for @StrikeRobot_ai. Strike Robot’s code lives on Hugging Face, while its R&D work is now connected to NVIDIA’s ecosystem through the Incept… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2095744598073053470) On total tokens per $ TCO, a new AMD MI355x submission beats B300 at lower interactivity ranges on AgentX. Shoutout to vLLM, AMD, and LMCache engineers. https://t.co/1oYYeYYu9S - [@ricci_nov on X](https://x.com/ricci_nov/status/2095740989042516125) Nvidia is rumored to be buying Hugging Face for $12.9-14B, per Interconnected. The comparison offered is Microsoft-GitHub at $7.5B in 2018: the developer distribution layer, bought by the platform und… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095739885772554382) Reef is one of the most ambitious open-source AI infrastructure projects I have seen this year. ~300 GitHub stars in two days. The core idea is genuinely different from anything else in the space: mos… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095734852259881296) What NVIDIA shipped at IFA yesterday quietly changes local inference infrastructure. PAIR (Personal AI Router) is a free, open-source tool that auto-discovers compatible GPUs on your local network and… - [@tchsignal on X](https://x.com/tchsignal/status/2095733547231514841) Meta Puts a Price on AI Interaction Data Meta is offering a striking trade-off for developers using its Muse Spark AI model: much cheaper API access if they opt in to Contributor terms that allow thei… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2095731112207061029) On total tokens per $ TCO, a new AMD MI355x submission beats B300 at lower interactivity ranges on AgentX. Both high throughput configs use disaggregated setups. Shoutout to vLLM, AMD, and LMCache eng… - [@ricci_nov on X](https://x.com/ricci_nov/status/2095727475540271308) Broadcom's core switching GM Asad Khamisy told Semicon Taiwan that co-packaged optics is not necessarily the best answer for scale-up networking, and fits scale-out better. The optics story splits by … - [@elonmusk on X](https://x.com/elonmusk/status/2095720611695759704) The Cybercab motor uses no rare earth metals, but maintains the same range! This was extremely hard to achieve. https://t.co/2SrdikvrUM - [@elonmusk on X](https://x.com/elonmusk/status/2095719587929039200) Having electric brakes avoids the complexity of a hydraulic system: no need to rout plumbing all around the car https://t.co/DGBhdvbSZk - [@smsehy on X](https://x.com/smsehy/status/2095718246674542762) Every factory running PLC virtualization demos skips the same three requirements. IEC 62443 compliance. Deterministic cycle times under 1ms. Validation against every failure mode the original hardware… - [@ricci_nov on X](https://x.com/ricci_nov/status/2095717545231995355) Auras expects ASIC-related products to reach 50% of revenue in 2027 as it expands beyond GPU platforms, with microchannel liquid cooling production targeted for 2028 and projects running with AWS and … - [@elonmusk on X](https://x.com/elonmusk/status/2095717295192486239) Cybercab safety https://t.co/9DQYsSTGeU - [@smsehy on X](https://x.com/smsehy/status/2095713168786121077) Specialized low-thermal-expansion epoxy mold compounds and resin fillers are critical to preventing catastrophic package warpage as silicon interposers exceed multiple reticle sizes in advanced AI pac… - [@smsehy on X](https://x.com/smsehy/status/2095713078822506742) Back-end packaging equipment providers for dicing, thermo-compression bonding, and automated optical inspection capture structural pricing power as AI accelerators demand dense 2.5D and 3D silicon int… - [@smsehy on X](https://x.com/smsehy/status/2095713006152012177) Expanding dedicated advanced packaging hubs underscores that backend assembly and testing have become equal partners to wafer lithography in delivering next-generation AI compute clusters. https://t.c… - [@smsehy on X](https://x.com/smsehy/status/2095712952053834097) System-technology co-optimization requires advanced multi-physics EDA software to model thermal expansion, signal degradation, and mechanical stress across multi-die packages before committing to phys… - [@smsehy on X](https://x.com/smsehy/status/2095712815252381916) The modern automotive and physical AI value chain is anchored by invisible Tier 2 semiconductor and EDA suppliers. Automakers must master direct relationships with foundries and OSATs rather than rely… - [@smsehy on X](https://x.com/smsehy/status/2095712722071773439) Extending microbump pitch down to 5 microns preserves existing high-volume bonding lines and avoids the steep yield loss of early hybrid bonding adoption, shifting the engineering challenge to void-fr… - [@smsehy on X](https://x.com/smsehy/status/2095712642182869127) Establishing shared verification lines for advanced packaging accelerates equipment qualification cycles, helping local supply chain partners debug sub-micron bonding and cleaning tools before full pr… - [@smsehy on X](https://x.com/smsehy/status/2095712546921836575) Scaling co-packaged optics moves the primary physical constraint from silicon photonics fabrication to precision automated fiber alignment, laser thermal stability, and high-throughput optical testing… - [@smsehy on X](https://x.com/smsehy/status/2095712474721120549) Shifting to large rectangular panel formats maximizes packaging substrate utilization for multi-die AI accelerators, but managing thermal warpage across large composite panels during high-temperature … - [@smsehy on X](https://x.com/smsehy/status/2095711912843694167) A 15-gigawatt deficit in grid power will accelerate the shift toward embedded edge intelligence and model quantization. Running efficient inference directly inside vehicle gateways and factory edge no… - [@smsehy on X](https://x.com/smsehy/status/2095711820007068034) Building 10,000 humanoid units requires dedicated CNC machining lines, automated joint dynamometer calibration fixtures, and Tier 2 precision component yields that match automotive powertrain toleranc… - [@CapitalSqueez on X](https://x.com/CapitalSqueez/status/2095711628352483598) $CCXI So this $3.5B–$6B of locked compute deal with Nscsle is bigger than Figure’s last cash raised round. That usually means a new round at a higher print than $39B is coming soon. Figure needs to ra… - [@smsehy on X](https://x.com/smsehy/status/2095711570483634340) Prototyping robotic kinematics is accessible for small engineering teams, but foundation models and custom edge silicon create massive capital consolidation. A few platforms will own the physical AI o… - [@smsehy on X](https://x.com/smsehy/status/2095711446143586539) Securing massive GPU clusters proves that physical AI is adopting frontier model training economics. The ultimate pacing item remains converting those model outputs into deterministic, safety-certifie… - [@smsehy on X](https://x.com/smsehy/status/2095711321790566803) Physical constraints across high-bandwidth memory packaging and behind-the-meter power interconnects are forcing compute optimization down to the edge. When centralized megawatts take four years to co… - [@logical_traderr on X](https://x.com/logical_traderr/status/2095711196611572070) ELECTRONICS VALUE CHAIN Copper │ ├── Copper Foil ───────────────┐ │ │ Glass Fibre ─────────────────────┤ │ ▼ Resin ───────────────────────► CCL │ ▼ PCB │ ▼ PCBA │ ▼ Box Build / EMS │ ▼ Electronics / A… - [@smsehy on X](https://x.com/smsehy/status/2095711034527080781) Rebuilding domestic electrical infrastructure and high-voltage grid substations is the prerequisite for both gigawatt AI datacenters and heavy industrial manufacturing. The bottleneck is not software … - [@stretchcloud on X](https://x.com/stretchcloud/status/2095705156671480096) The 30-50x cost difference between computer use and MCP keeps rattling around in my head. The framing that clicks for me: computer use is paying for a human-in-the-loop at model prices. Every screen i… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095700123464733012) The thing I keep noticing across agentic frameworks in 2026: resumability is now the reliability primitive everyone is building toward. Genkit Go 1.13 ships it properly. A Generate call that fails at … - [@DrJimFan on X](https://x.com/DrJimFan/status/2095696882844463382) Good old days at OpenAI in 2016: an agent stares at screen pixels, moves a mouse, and books a flight on United. We called it World of Bits, inside OpenAI Universe. 10 yrs later, Astra is reincarnated … - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2095693566647341087) ByteDance to expand massive AI data centre cluster in Inner Mongolia: source https://t.co/zQ7uuDnP6k - [@Scobleizer on X](https://x.com/Scobleizer/status/2095693480999981456) Ray Kurzweil is snorting nano particles. OK, not quite yet. Just joined a brain computer startup that will make them. https://t.co/xS02EHFgWm - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2095693418869481622) An AI agent broke out of its sandboxes. The vulnerabilities it used were already public. "Our recommendation to providers in the ClusterMAX rankings is literally just keep your stuff up to date. If th… - [@SawyerMerritt on X](https://x.com/SawyerMerritt/status/2095689962616131878) Under the hood of the Cybercab https://t.co/RkLn2xRUpA - [@SawyerMerritt on X](https://x.com/SawyerMerritt/status/2095689841673380082) This is the Cybercab's hardware computer. https://t.co/hbFCLTj113 - [@SawyerMerritt on X](https://x.com/SawyerMerritt/status/2095689105061335228) The Cybercab is the first Tesla to get their next-gen Supermanifold V3 thermal system. "We removed unnecessary refrigerant valves and lines and consolidated the high-and low-voltage controllers, reduc… - [@SawyerMerritt on X](https://x.com/SawyerMerritt/status/2095686122194055221) The Cybercab drive unit features a simplified bar-wound stator and lubrication system, plus an overall architecture that enables fully automated, sub-10-second cycle times. It is 18% smaller, 25% ligh… - [@kyleichan on X](https://x.com/kyleichan/status/2095665606850761059) Transformers, optical transceivers, batteries, even upstream materials like copper and electrical steel. Many key components of the American AI data center buildout are made in China. https://t.co/VEh… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2095648259066785935) OPENAI<>NVIDIA: It is clearly a good idea for OpenAI to start an ASIC program, spend hundreds of millions on R&D, present at Hot Chips, deploy some stuff, scare NVIDIA, and get some more money and bac… - [@smsehy on X](https://x.com/smsehy/status/2095633432738955264) 65 million miles of Tesla FSD fleet data. 5% safer than human driving by their own metrics. Safety certification bodies require per-scenario validation across an ODD matrix, not fleet-aggregate statis… - [@rimtoln on X](https://x.com/rimtoln/status/2095628517103071435) GPT-6 ASTRA ISN'T A PATCH. IT'S A GENERATION FLIP. openai just shipped the model they call a generational leap past gpt-5.6 sol not better chat better computer use · coding · cyber · science ▹ why thi… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095624626084716955) The AI lab valuation compression is happening.Thinking Machines Lab is in talks to raise $1 billion at a $40 billion pre-money valuation, according to The Information. That's down from $50 billion the… - [@MelvinInvests on X](https://x.com/MelvinInvests/status/2095613595384205571) Samsung is the most underrated AI memory stock in the market right now, and let me explain why (Save this). This chart shows global HBM market share by revenue from Q2 2025 through Q2 2026. Samsung ga… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2095595233064972516) Shoutout to the cracked team at @vllm_project that implemented recent agentic workload optimizations. (1/5)🧵 https://t.co/BsXCtLBwvU - [@NVIDIARobotics on X](https://x.com/NVIDIARobotics/status/2095593800982798787) 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 framewo… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2095591793135935913) CAC: The field of AI currently faces five main security risks and challenges. The AI industry chain presents a highly globalized division of labor and cooperation pattern, but some countries pursue "t… - [@XRoboHub on X](https://x.com/XRoboHub/status/2095588510950727820) Robots can’t stop while the model thinks. In a high-speed throw, even one pause can kill the momentum. Astribot released SmoothRL for online RL during async inference. S1 keeps moving as the model com… - [@NVIDIARobotics on X](https://x.com/NVIDIARobotics/status/2095581937113214983) 🤖💚 https://t.co/AjKvGIEtjj - [@stretchcloud on X](https://x.com/stretchcloud/status/2095578824046219594) One command now routes Claude Code, Cursor, Codex, Cline, and four other coding harnesses through a single AI Gateway. That is what Vercel's setup flow does: run `vercel ai-gateway coding-agents setup… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2095568714582401208) The AI bull run is just getting started and here is how you want to position before the biggest spending wave (Save this). The chart shows hyperscaler capital spending rising from $491 billion in 2025… - [@rimtoln on X](https://x.com/rimtoln/status/2095568388684738657) EVERYONE SHOWS THE 300-AGENT SWARM. almost nobody shows what happens after 300 agents are easy to spawn turning 300 outputs into one structure is the hard part ▹ the pipeline nobody demos collect → co… - [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2095565807648436417) $SPCX at $110 was such a good buy looking back. The reason was literally one sentence from the earnings call. Musk said they'd end 2026 with over 2 gigawatts of compute and reach 10 gigawatts by the e… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095565486230782032) The gap between "AI can help you build this" and "AI can actually deploy this for you" just got smaller. Zite released an MCP server that lets Claude, ChatGPT, and Cursor generate fully deployable bus… - [@tchsignal on X](https://x.com/tchsignal/status/2095561122074198141) Nvidia RTX Spark N1X Brings Up to 128GB of Unified Memory to Windows PCs Nvidia's RTX Spark N1X is more than another increase in CPU and GPU core counts. The new platform combines a Grace CPU, Blackwe… - [@chris_j_paxton on X](https://x.com/chris_j_paxton/status/2095560633211122115) Nvidia is a fabless hardware company with no in house manufacturing, and its hard to argue with results. Vertical integration most important imo when fast iteration is important (ie no one knows how t… - [@tchsignal on X](https://x.com/tchsignal/status/2095558659279605842) Nvidia PAIR Turns Multiple Computers Into a Local AI Compute Pool Nvidia has launched the beta of Personal AI Router, or PAIR, a free software tool designed to make multiple compatible computers on th… - [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2095554390933549068) Training general-purpose humanoids will need unprecedented compute capacity, and Figure is stacking the chips. Figure, with cloud partner Nscale, is deploying up to 100,000 NVIDIA Vera Rubin GPUs. It'… - [@tchsignal on X](https://x.com/tchsignal/status/2095551413661335854) Nvidia’s $12.9B Hugging Face Deal Raises a Bigger Question About Open AI Nvidia has agreed to acquire Hugging Face in a deal valued at about $12.93 billion, but the transaction has not closed yet. It … - [@MelvinInvests on X](https://x.com/MelvinInvests/status/2095548651619877295) AI’s biggest bottleneck is moving data and that could still create huge opportunities for optical networking companies (Save this) The chart shows a 1.6T optical transceiver, a device that transfers d… - [@VaderResearch on X](https://x.com/VaderResearch/status/2095535174180053165) Robotic intelligence is following the LLM playbook. First came scaling laws. Then in-context learning. Now, massive compute. Figure just signed a $3.5B deal with Nscale. https://t.co/t3urkZULIi - [@humanoidsdaily on X](https://x.com/humanoidsdaily/status/2095535083763453957) Figure is making one of the largest infrastructure bets in physical AI to date. The company is partnering with Nscale to deploy up to 100,000 GPUs on NVIDIA's next-gen Vera Rubin platform—starting wit… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2095535005136990615) Everyone is watching the federal/DOE-owned land at the center of the 8 GW Portsmouth site in the OpenAI–Nvidia deal. The March 2026 groundbreaking took place at the DOE’s Portsmouth Site, a former ura… - [@CrossedOffCap on X](https://x.com/CrossedOffCap/status/2095532892017340449) When businesses like $CCXI / @agilityrobotics and @Figure_robot are in their early commercialization phase, looking at their strategic backers are is a helpful way to gauge their chances of long term … - [@stretchcloud on X](https://x.com/stretchcloud/status/2095523460046885193) $12.9B is not a model acquisition. It is a distribution acquisition.NVIDIA just locked in the largest AI developer community on the planet: 18M developers, 3M models, 500K datasets, 1M apps. Jensen's … - [@IEEESpectrum on X](https://x.com/IEEESpectrum/status/2095519771454238793) Someday you might be able to tell your car, “I’m late. Drive faster,” and have it listen. Engineers have created a system that uses natural language inputs to adjust parameters of #self-driving cars, … - [@HumanoidInvest on X](https://x.com/HumanoidInvest/status/2095499998796349509) Figure is partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform 🤖 https://t.co/olf90xgNKb - [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2095499690305352092) $NVDA just officially agreed to acquire Hugging Face for $12.93 billion. Hugging Face is where open source AI lives. Over 18 million developers, 3 million models, 500,000 datasets, and 200,000 compani… - [@adcock_brett on X](https://x.com/adcock_brett/status/2095499534940185022) Today, Figure is partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform We're committing $3.5 billion initially, with plans to scale beyond $6 billion To ship a robot in… - [@Figure_robot on X](https://x.com/Figure_robot/status/2095499507991744723) Today, we’re partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform We're committing $3.5 billion initially, with plans to scale beyond $6 billion Bringing a robot into … - [@BitsWattsDesk on X](https://x.com/BitsWattsDesk/status/2095495537084833969) 12 Japanese segments inside the same AI bottleneck. The best one earns a 53.9% operating margin. The worst loses 4.0%. NVIDIA said the whole chain was running flat out and would not rank it. Its suppl… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095494015567458323) Video generation just crossed a threshold I didn't expect until 2027. https://t.co/wgZmOqI59X took MiniMax's H3 model, post-trained it for quality and cost, then ran it through a custom inference engi… - [@smsehy on X](https://x.com/smsehy/status/2095493512171028642) An autonomous vehicle generates 1 to 2 TB of sensor data per hour. Streaming that to the cloud for inference costs more than the compute hardware in the vehicle. The economics of edge AI in automotive… - [@Biti8888 on X](https://x.com/Biti8888/status/2095489069358645443) 🚨 BREAKING: @nvidia has officially confirmed the acquisition of @huggingface Jensen Huang said open models strengthen safety and cybersecurity, accelerate innovation, and let every developer, startup… - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2095487614560145813) People saw the NVIDIA and Hugging Face acquisition news and immediately focused on foundation models, GPUs and the broader AI industry. But one of the biggest consequences could be in Physical AI and … - [@ricci_nov on X](https://x.com/ricci_nov/status/2095484106108985731) Per TechPowerUp, Nvidia's Rubin CPX has been reworked to use HBM4 rather than GDDR7; not confirmed by Nvidia. If it holds, a part specified around graphics memory now competes for the same HBM supply … - [@CrossedOffCap on X](https://x.com/CrossedOffCap/status/2095480698362618297) It’s also important to note that Nvidia has invested in several other humanoid companies such as @Figure_robot and @NEURARobotics. They’ve invested more money and in more series into Figure. If Figure… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2095480150263480746) NVIDIA and Broadcom will become "safe haven" stocks if inflation goes up. Hedge funds would probably rotate into $NVDA and $AVGO in size if this mechanism manifests: Higher inflation -> higher rates -… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095468094856860087) The pricing change in Claude Fable 5.1 is more interesting than the benchmark headlines. Cache reads drop 75%. Input pricing stays at $10/M, output at $50/M. For production agentic systems that rely o… - [@tphuang on X](https://x.com/tphuang/status/2095462541514461499) Horizon Robotics has hit 15m in chip delivery. It has a 31.94% mkt share in China's auto ADA chip mkt in the 1st 6 months of the yr. Its J6M chip recently started fielding on various models as the 128… - [@smsehy on X](https://x.com/smsehy/status/2095441132071338172) Pre-integrating certified microkernels with middleware platforms accelerates SDV programs, helping OEMs isolate safety-critical vehicle control functions from high-level cockpit software on consolidat… - [@smsehy on X](https://x.com/smsehy/status/2095441064119373989) Enterprise customers deploying autonomous physical fleets cannot rely on centralized multi-tenant cloud APIs. Full operational sovereignty requires edge inference execution completely decoupled from p… - [@smsehy on X](https://x.com/smsehy/status/2095440508302844291) Automotive-grade high-bandwidth memory and LPDDR5X represent a growing percentage of central compute bill of materials, making on-chip cache optimization critical for vehicle unit economics. https://t… - [@smsehy on X](https://x.com/smsehy/status/2095440388110913616) FPGAs provide the critical low-latency protocol bridging and deterministic sensor aggregation needed during multi-year OEM transitions from distributed ECUs to central compute hubs. https://t.co/2CgJA… - [@smsehy on X](https://x.com/smsehy/status/2095440329877094847) Arm Automotive Enhanced IP allows software teams to run identical cloud-native binaries in virtual environments years before target silicon tape-out, significantly reducing hardware bring-up risks. ht… - [@smsehy on X](https://x.com/smsehy/status/2095439668053704878) Zonal compute consolidation shifts architectural leverage to silicon providers offering pre-certified safety middleware. Automakers that fail to co-design directly with semiconductor foundries risk lo… - [@smsehy on X](https://x.com/smsehy/status/2095439547979182443) Long-term HBM capacity lockups by hyperscalers squeeze memory allocation for automotive and industrial edge compute, forcing embedded systems designers to prioritize aggressive model quantization and … - [@smsehy on X](https://x.com/smsehy/status/2095439498482237881) As automotive architectures shift to centralized zonal compute, OEMs must manage direct relationships across EDA design tools, front-end foundries, and packaging OSATs rather than relying solely on tr… - [@smsehy on X](https://x.com/smsehy/status/2095439106012836153) Heterogeneous compute architectures combining custom ASICs, high-bandwidth memory, and automotive-grade FPGAs prove that Level 4 autonomy requires bespoke silicon co-design to meet sub-twenty-millisec… - [@smsehy on X](https://x.com/smsehy/status/2095439005534093814) Massive capital expenditure cycles for physical datacenter buildouts, custom silicon procurement, and utility power substations are fundamentally restructuring tech balance sheets into heavy infrastru… - [@smsehy on X](https://x.com/smsehy/status/2095438935094939757) SB Energy, revealing details of how the AI financing structure is working. / Complex energy and compute financing arrangements highlight how access to dedicated gigawatt electrical baseload has become… - [@smsehy on X](https://x.com/smsehy/status/2095437906416750991) Heavy equipment autonomy shifts the validation barrier from structured highways to unmapped terrain, extreme dust ingress, and continuous 50G shock loads. Ruggedizing edge compute and sensor cleaning … - [@smsehy on X](https://x.com/smsehy/status/2095436829059408186) Mandatory V2V communication standards accelerate connected mobility infrastructure, but verifying real-time packet latency and cryptographic message authentication at highway speeds requires robust ed… - [@smsehy on X](https://x.com/smsehy/status/2095436674809626831) Co-packaged optics and silicon photonics solve the physical thermal wall of high-speed copper interconnects, enabling low-latency data movement across massive distributed compute clusters without unsu… - [@smsehy on X](https://x.com/smsehy/status/2095436321561182714) Advanced factory automation and AI compute clusters both converge on dedicated gigawatt baseload power. Modular reactor manufacturing brings the repeatable assembly line economics of automotive to cle… - [@smsehy on X](https://x.com/smsehy/status/2095436126303715361) Centralizing vehicle compute into zonal controllers cuts harness mass, but requires strict hardware virtualization to prevent non-deterministic infotainment applications from stalling ASIL D safety fu… - [@smsehy on X](https://x.com/smsehy/status/2095436069244420270) Advanced packaging has evolved from a back-end commodity into the primary compute scaling lever. As multi-die chiplets dominate automotive ADAS, OSAT thermal verification and test throughput dictate s… - [@smsehy on X](https://x.com/smsehy/status/2095436014517166158) Embedding integrated voltage regulators directly into silicon interposers addresses parasitic inductance at extreme current densities, making packaging thermal co-design as critical as front-end litho… - [@smsehy on X](https://x.com/smsehy/status/2095435750141829216) In automotive zonal compute, reserving leading-edge nodes for central AI inference while keeping I/O and power interfaces on mature 28nm silicon is the only viable path to maintain AEC-Q100 thermal re… - [@tchsignal on X](https://x.com/tchsignal/status/2095434539988578557) Gemini 3.8 Flash Puts Google's Rapid AI Release Cycle to the Test Google has released Gemini 3.8 Flash, its third Flash release in six weeks and roughly three weeks after Gemini 3.7 Flash. The new mod… - [@seeedstudio on X](https://x.com/seeedstudio/status/2095433547595325555) 🔥🔥NEW Launch: reComputer RK3576 Dev Kit/Module/IO Board is Officially HERE!!!! Level up your edge AI development with Rockchip #RK3576 today! 🎉 🧩🧩Dev Kit / Module / IO Board: https://t.co/xQVIT62… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095428584433172584) The thing that's underrated about background computer use isn't the 'background' part. It's what happens when you're running more than one agent at a time. Single agent, background mode: manageable. Y… - [@OperationsPLS on X](https://x.com/OperationsPLS/status/2095425090670449005) Edge AI + Physical AI is the architecture shift. Moving inference to the robot eliminates cloud latency — critical for real-time manipulation and safety. HBM5 at the edge means robots think at the poi… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095418266181419283) Background computer use is the feature that makes agents genuinely ambient. The agent runs while you work on something else. It clicks, types, opens apps. No babysitting. The next bottleneck is where … - [@stretchcloud on X](https://x.com/stretchcloud/status/2095398133752811839) The pattern I keep seeing in AI platform battles: don't compete with a startup. Wait. Watch. Then ship the same feature to 100 million users by default. OpenClaw launched as one sentence. An agent tha… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095334463802851765) Sodium v2 introduces a WebMCP layer. Any website can now serve structured data directly to an AI agent without HTML scraping. This is AEO (Agent Engine Optimization) in practice. The web is starting t… - [@ruima on X](https://x.com/ruima/status/2095332645064659404) Whatever you think of Unitree, you have to agree that at least the founder, Wang Xingxing, is not trying to add to the hype. The day after his IPO, he said that the ChatGPT moment for robotics hasn't … - [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2095318942063423675) Notes from the $AVGO call. >Revenue of $29.6 billion, up 86%. AI semiconductor revenue of $16.7 billion, up 221% year over year. Operating margin at a record 68%. Free cash flow of $13.7 billion. >Q4 … - [@stretchcloud on X](https://x.com/stretchcloud/status/2095314331206590569) Grok 4.6 launched August 12. The numbers that matter for agentic workloads: SWE-bench 95.6%. 53 turns to complete agent tasks on average. Claude Opus 5 takes 103 turns for the same tasks. Grok 4.6 com… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095309298138272015) 12 PhDs and a Fields Medal winner built this in 4 months, backed by General Catalyst. https://t.co/pyhyV4u6I4 has a protocol that passes hidden states directly from a 753B frontier model to a 4B edge … - [@stretchcloud on X](https://x.com/stretchcloud/status/2095304264994177524) The pattern in AI inference is consistent: the fast-and-cheap version of a frontier model ships 2-4 weeks after the frontier version. H3 Max Turbo confirms this for video generation.H3 Max launched on… - [@ricci_nov on X](https://x.com/ricci_nov/status/2095304089353834603) HBQ: W4A5 matching W4A16 accuracy, in less silicon area than NVFP4. On a 28nm ASIC it shows 2.3x area and 4.6x energy efficiency over weight-only quantization, and 1.6-3.3x lower system energy than pr… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095294198886903921) The hybrid compute pattern is getting serious. Perplexity just open-sourced Lily, the local inference engine powering their Mac hybrid compute feature, and the architecture choices are worth understan… - [@smsehy on X](https://x.com/smsehy/status/2095293945534091544) Waymo designed its own inference ASIC rather than using off-the-shelf GPUs. The thermal envelope inside a vehicle roof module does not allow a 300W GPU. Automotive compute is a packaging and thermal p… - [@ruima on X](https://x.com/ruima/status/2095277626923585551) One underappreciated change in China: nearly 40% of new cars sold in H1 2026 came with L2+ or L2++ driving assistance. Roughly speaking, L2+ is like highway-focused FSD: highway navigation, lane chang… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2095271322494628060) Sam Altman says AI usage could grow from 100,000 tokens per month in 2020 to hundreds of billions today, creating enormous demand for the companies powering the AI economy (Save this). That would repr… - [@NVIDIARobotics on X](https://x.com/NVIDIARobotics/status/2095270544023195887) Robots are ready to take on complex environments. 🌍 See how AI, simulation, and accelerated computing are redefining what’s possible in robotics at #NVIDIAGTC Berlin. View sessions 👉 https://t.co/Ku… - [@a16z on X](https://x.com/a16z/status/2095267502930764175) World Labs co-founder Justin Johnson on how five photos from your phone could teach a robot to work in a room it has never seen: "I think there's a couple different tech trees that people are working … - [@stretchcloud on X](https://x.com/stretchcloud/status/2095260476724637990) Edward Luo built this himself: an app that runs Claude Code, Codex, Cursor, Grok, Antigravity, OpenCode, and Pi side by side in the Mac notch. Agent finishes, notch pops. Needs approval, notch pops. O… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2095255700221870574) As the industry moves towards Co-Packaged and Near-Packaged Optics, the fiber attach is forced to land on the PIC itself. Fiber coupling is a very precise endeavor, with micron level precision require… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095255445124583878) The AI assistant category is being replaced. QwenWork landed in public beta globally this week. Alibaba's move is to make the next product category a single subscription that puts an AI agent in contr… - [@ricci_nov on X](https://x.com/ricci_nov/status/2095252181683474590) SinkPruner drops 89% of visual tokens in multimodal models with no training, keeping 96.5% of LLaVA-1.5's performance and 91.8% of Qwen2.5-VL's. The tokens it cuts are high-norm outliers earlier metho… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095250410059567289) Firecrawl's bet: the next billion users are agents. Their exact framing when they launched agent signups: "We're betting on the next 1B+ users being agents." Ask your agent to add Firecrawl, claim an … - [@Scobleizer on X](https://x.com/Scobleizer/status/2095248673668248057) You have been paying a giant model to think and then to write. That second part is the expensive one. Mostik splits it. The giant model reads your problem. A small one on your own computer writes the … - [@humanoidsdaily on X](https://x.com/humanoidsdaily/status/2095247538127601985) OpenAI isn’t just building the brains for robotics anymore. It’s officially building the bodies. On the Sources podcast, Sam Altman confirmed that OpenAI “will definitely do a humanoid,” putting an en… - [@stretchcloud on X](https://x.com/stretchcloud/status/2095245376978870557) The model tier split just happened. Gemini 3.8 Flash and Gemini 3.8 Flash Cyber launched today. Same day, completely different access regimes. The public Flash model is on the Gemini API at $0.75 per … - [@stretchcloud on X](https://x.com/stretchcloud/status/2095240344690708602) The flash tier just got meaningfully better. Gemini 3.8 Flash lands today at the same price as 3.7 Flash: $0.75 per million input tokens, $3.75 per million output tokens. But with significant gains on… - [@TheRundownAI on X](https://x.com/TheRundownAI/status/2095234538267877768) The heavy week of AI releases continues with Meta and Muse Spark 1.3. Big jumps across the board over 1.2, with Mark Zuckerberg calling it "frontier performance almost too cheap to meter." https://t.c… - [Caterpillar | Caterpillar and FieldAI Advance AI-Powered Industrial Innovation](https://x.com/fieldai_/status/2095227518815252849) - News - Corporate Press Releases - Corporate Press Release Archive - Caterpillar and FieldAI Advance AI-Powered Industrial Innovation Caterpillar and FieldAI Advance AI-Powered Industrial Innovation … - [@stretchcloud on X](https://x.com/stretchcloud/status/2095225248774029545) Something shifted with the World Labs Atlas announcement. We've had image generators, video generators, and 3D tools for years. Atlas does all three from a single model with the same spatial understan… - [NVIDIA at ROSCon 2026 | Toronto, Canada](https://x.com/NVIDIARobotics/status/2095225245657432263) Join NVIDIA at ROSCon 2026 September 22–24, 2026 Toronto, Canada at the Sheraton Centre Toronto Hotel Register Now - Overview - Sessions - FAQs - Solutions - Resources & Community - Next Steps - Overv… - [@logical_traderr on X](https://x.com/logical_traderr/status/2095224611722166367) A very good article on OSAT business (Outsourced Semiconductor Assembly and Test) is on the way for you folks. Been working on it, and honestly, I'm quite excited to share it with you all. Hopefully, … - [@NVIDIARobotics on X](https://x.com/NVIDIARobotics/status/2095179991650644018) 🤖 A robot policy can be compact enough to run onboard and fast enough to keep the arm moving continuously. Post-trained NVIDIA Cosmos 3 Edge on NVIDIA Jetson AGX Thor T5000 generates roughly 2.13 sec… - [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2095178516639969778) X Square Robot has introduced TwinDEX: a co-designed pair of three-finger, 9-DoF dexterous hands, one wearable for data collection, one matched robot end effector for deployment. The wearable and the … - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2095171515839029289) 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, vehi… - [@OperationsPLS on X](https://x.com/OperationsPLS/status/2095167534920351784) The supply chain gap in UxV and robotics components is a structural opportunity that policy alone can't close quickly. Domestic actuator, sensor, and compute supply chains take years to build — the co… - [Agility on X: "Every object a different size, weight, and grip. Rearranging a full room's worth of stuff is the same generalized manipulation Digit uses to take on mixed loads and changing layouts on a real warehouse floor. #Agility #DigitRobot" / X](https://x.com/HumanoidInvest/status/2095166627708887090) Post Log in Sign up Post Agility on X: "Every object a different size, weight, and grip. Rearranging a full room's worth of stuff is the same generalized manipulation Digit uses to take on mixed loads… - [Home | Physical AI Signal Newsletter |](https://x.com/davidcao01/status/2095151901809750314) Physical AI Builders Newsletter Subscribe TwitterLinkedInFacebookYouTubeDiscord \\ \\ Sep 2, 2026\\ \\ •\\ \\ 3 min read\\ \\ Physical AI Newsletter is one year old, thank you!\\ \\ Now also on Linked… - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2095148472458440804) @TheAIShrink The same training approach could work across very different robots, which makes the software easier to reuse while the hardware stays expensive. That gap could put serious pressure on mar… - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2095145553482891753) We’re cooked if robots can start learning from bodies they don’t even have. NVIDIA Brown Columbia and Harvard researchers released Hydra-0, a world model that represents robot actions as pixel motion.… - [Wall St Engine on X: "CATERPILLAR PARTNERS WITH FIELDAI ON PHYSICAL AI $CAT is working with FieldAI to bring AI-powered autonomy and robotics into jobsites and factories, using Caterpillar’s operational data, FieldAI’s robot foundation models and NVIDIA technologies. Early applications include au… / X](https://x.com/CKCapitalxx/status/2095141910465618065) Post Log in Sign up Post Wall St Engine on X: "CATERPILLAR PARTNERS WITH FIELDAI ON PHYSICAL AI $CAT is working with FieldAI to bring AI-powered autonomy and robotics into jobsites and factories, usin… - [@RoboPapers on X](https://x.com/RoboPapers/status/2095134650402549778) Embodied AI is exploding, and it’s been amazing to learn about it with you all. We have now recorded over a hundred discussions with the best researchers in the world on embodied artificial intelligen… - [@SparXPodcast on X](https://x.com/SparXPodcast/status/2095127968754618597) Will a billion humanoid robots be ready by 2030? No, and the arithmetic is not close. The world shipped about 13,000 humanoid robots in 2025, roughly 85% of them Chinese. AGIBOT and Unitree did over 5… - [@10xthinker on X](https://x.com/10xthinker/status/2095127748188741887) Are humanoids a business story or just hype? - The Beijing robotics conference almost looked like a comedy show — robots stumbling, misidentifying obstacles, and performing like toddlers. - Yet the bu… - [@smsehy on X](https://x.com/smsehy/status/2095119584890085731) Morgan Stanley estimates building an Optimus Gen 2 costs $45,500 using China's supply chain, versus $131,800 without it. That $86,300 delta is not simply raw neodymium pricing. It reflects fifteen yea… - [Humanoid Digest: August 2026 | XMAQUINA DAO](https://x.com/xmaquina/status/2095059269733450149) Genesis Auction Wave 2! Launches June 24 Get DEUS homeDAO Portal Humanoid Digest: August 2026 Color theme: Another major robotics company reached the public markets as investment and company formation… - [XMAQUINA on X: "Humanoid Digest: August Another humanoid company made its public market debut this month, while the World Humanoid Robot Games in Beijing delivered another successful showcase for the industry. Here’s what happened 🧵" / X](https://x.com/xmaquina/status/2095059161176482257) Post Log in Sign up Post XMAQUINA on X: "Humanoid Digest: August Another humanoid company made its public market debut this month, while the World Humanoid Robot Games in Beijing delivered another suc… - [Chubby♨️ on X: "wtf Qwen 3.8 has been updated to version 0902 and is now almost at the same level as Fable 5 in benchmarks. The interesting two aspects: 1) For such significant jumps, it seems that you don't even change the version number anymore (no Qwen 3.9), rather the development happens so q… / X](https://x.com/stretchcloud/status/2095220210999664739) Post Log in Sign up Post Chubby♨️ on X: "wtf Qwen 3.8 has been updated to version 0902 and is now almost at the same level as Fable 5 in benchmarks. The interesting two aspects: 1) For such significan… - [@smsehy on X](https://x.com/smsehy/status/2095050737344725288) Digital models scale exponentially by distributing weights across networks, but physical AI scaling remains gated by physical component manufacturing lead times. Sourcing specialized precision cycloid… - [@smsehy on X](https://x.com/smsehy/status/2095050686904062063) Localized low-latency inference on humanoids requires automotive-grade high-bandwidth memory that withstands intense mechanical vibration and thermal cycling. Sizing on-chip memory buffers to prevent … - [@XRoboHub on X](https://x.com/XRoboHub/status/2095049529141985476) TRON 2 was already three robots in one. ZINOVA just gave it a new form: a construction system. LimX’s TRON 2 modular platform supports dual-arm, wheeled-leg and bipedal configurations. For this POC, Z… - [@CapitalSqueez on X](https://x.com/CapitalSqueez/status/2094997031932629206) $CCXI Agility Robotics is the cleanest public-market proxy for Jensen Huang’s “every industrial company becomes a robotics company” call. While most humanoid names are still selling demo reels, Digit … - [Omai Leidi (3/3) on X: "Happy Wednesday frens👋 Everyone is watching the race to build better robots. I’m starting to think the real race is the data teaching those robots how to act. I’ve been digging into @axisrobotics, and it changed how I look at the space. At first glance, AXIS looks like… / X](https://x.com/OperationsPLS/status/2095167309207982333) Post Log in Sign up Post Omai Leidi (3/3) on X: "Happy Wednesday frens👋 Everyone is watching the race to build better robots. I’m starting to think the real race is the data teaching those robots how… - [@OdinsDeposition on X](https://x.com/OdinsDeposition/status/2094978240360104022) @dotkrueger They essentially pinpointed their long running targets today with Nvidia and Spacex CEOs both aligned on listing 10x economic gains from robotics. Prior to that 20-30% global economic gain… - [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](https://x.com/chris_j_paxton/status/2095114381818253768) 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 innovati… - [@BitsWattsDesk on X](https://x.com/BitsWattsDesk/status/2094956930775253329) Two weeks ago I posted Harmonic Drive's (TSE: 6324) order book by region, after getting an earlier claim about it wrong. China was the only region where orders fell. The company has now put a five-yea… - [Norbert Health Raises US$14 Million Series A for Autonomous Robotic Nursing Assistants](https://www.theinvestorsociety.com/p/537ce184-44e5-47ce-b01d-9cf5fdf15a52) Norbert Health, a Brooklyn-based company that turns robotic hardware into autonomous nursing assistants, raised a US$14 million Series A announced September 1, 2026. The round was led by William A. Ma… - [Norbert Health Raises US$14 Million Series A for Autonomous Robotic Nursing Assistants](https://x.com/investorsoc/status/2094938356190712016) Norbert Health, a Brooklyn-based company that turns robotic hardware into autonomous nursing assistants, raised a US$14 million Series A announced September 1, 2026. The round was led by William A. Ma… - [Value Investing Edge on X: "8. $TER | Major semiconductor-test and industrial robotics play, owning Universal Robots and MiR while supplying testing equipment critical to AI chips and memory. Q2 2026 revenue reached $1.33B, up 104% YoY." / X](https://x.com/StonkValue/status/2094929035558371450) Post Log in Sign up Post Value Investing Edge on X: "8. $TER \| Major semiconductor-test and industrial robotics play, owning Universal Robots and MiR while supplying testing equipment critical to AI … - [From Robot Development to Deployment with Isaac GR00T & Jetson Thor - YouTube](https://x.com/NVIDIARobotics/status/2094923301395001790) 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… - [Noble Machines Accelerates Humanoid Robot Development 3X | NVIDIA](https://x.com/NVIDIARobotics/status/2094923298589024698) Manufacturing \| Robotics Noble Machines Accelerates General Purpose Industrial Robot Development With NVIDIA Isaac GR00T Learn More Objective Noble Machines is advancing industrial robot development … - [Accelerate Computational Engineering and Robotics With NVIDIA Warp | AddEvent](https://x.com/NVIDIARobotics/status/2094890158160072939) Accelerate Computational Engineering and Robotics With NVIDIA Warp schedule Wednesday, September 2, 1:00pm - 2:00pm (CDT) print Share - Facebook - Twitter - LinkedIn - Google Plus - Whatsapp - VK - St… - [Yuchen Jin on X: "Even if most AI labs are benchmark-maxxing now, Fable 5.1 still looks like an insane jump. From Anthropic’s blog: - Found a 1-in-a-million crash Millennium’s team couldn’t explain for 4–5 years - 2x faster than Opus 5 while using half the tokens Big if true." / X](https://x.com/pstAsiatech/status/2095219413431529817) Post Log in Sign up Post Yuchen Jin on X: "Even if most AI labs are benchmark-maxxing now, Fable 5.1 still looks like an insane jump. From Anthropic’s blog: \- Found a 1-in-a-million crash Millennium’… - [From Robot Development to Deployment with Isaac GR00T & Jetson Thor - YouTube](https://x.com/NVIDIARobotics/status/2094850249802076179) Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with yo… - [Seeed reBot Arm B601-RS: Physical AI & VLA Model Course | NVIDIA DLI Series](https://x.com/NVIDIARobotics/status/2094850247184826558) Warehouse China Warehouse US Warehouse Germany Warehouse The store will not work correctly in the case when cookies are disabled. US Warehouse: Enjoy FREE UNIUNI shipping on orders under $50! (Exclude… - [Google DeepMind on X: "We’re bringing agentic video understanding to our latest Gemini models. They can now analyze videos with better accuracy while using up to 88% fewer tokens. 🧵" / X](https://x.com/GoogleDeepMind/status/2094840179676660097) Post Log in Sign up Post Google DeepMind on X: "We’re bringing agentic video understanding to our latest Gemini models. They can now analyze videos with better accuracy while using up to 88% fewer tok… - [World Labs on X: "All of this is powered by one unified architecture: a multimodal autoregressive diffusion transformer, pretrained from scratch. This foundation blends the best of modern LLMs and video models, benefiting from the architectural, algorithmic, and systems advances from both areas." / X](https://x.com/theworldlabs/status/2094839768115036581) Post Log in Sign up Post World Labs on X: "All of this is powered by one unified architecture: a multimodal autoregressive diffusion transformer, pretrained from scratch. This foundation blends the be… - [Atlas: A World Model for Spatial Intelligence | World Labs](https://x.com/theworldlabs/status/2094839769616589051) September 1, 2026Introducing Atlas, our new omni world model for spatial intelligence. Atlas: A World Model for Spatial Intelligence World models generate, reconstruct, and simulate any possible world… - [Job Post | Agility](https://x.com/agilityrobotics/status/2094831218273734786) Skip to Content Job Application for Senior Systems Engineer at Agility Robotics Back to jobs Senior Systems Engineer Hybrid- Fremont, CA Apply Agility’s commercially deployed humanoids operate alongsi… - [Polymarket Money on X: "BREAKING: Nvidia declares physical AI could become “10x larger than digital AI” with Jensen Huang predicting every industrial company will become a robotics company." / X](https://x.com/HumanoidInvest/status/2094959625623704032) Post Log in Sign up Post Polymarket Money on X: "BREAKING: Nvidia declares physical AI could become “10x larger than digital AI” with Jensen Huang predicting every industrial company will become a rob… - [Learning about robots from science fiction - by Andra Keay](https://x.com/svrobo/status/2094817830696821174) Robots & Startups Interesting things about robots, robot startups, and the future that's already here. From the epicenter of the robot revolution - Silicon Valley Robotics. By Andra Keay · Over 10,000… - [wafer on X: "We’re excited to announce that we’ve raised a $40M Series A! co-led by @MarathonMP and @chemistry, with participation from @Wing_VC, @AMD Ventures, @outsetcap, @fiftyyears, and @ycombinator, and our existing investors doubling down on @wafer_ai. we are also joined by an incredible lis… / X](https://x.com/frontrunvc/status/2094841271244247488) Post Log in Sign up Post wafer on X: "We’re excited to announce that we’ve raised a $40M Series A! co-led by @MarathonMP and @chemistry, with participation from @Wing\VC, @AMD Ventures, @outsetcap, @f… - [@elonmusk: We’re giving all @Grok @Bot users another free reset on token usage](https://x.com/elonmusk/status/2094813795742847123) We’re giving all @Grok @Bot users another free reset on token usage https://x.com/elonmusk/status/2094813795742847123[[1]](https://x.com/elonmusk/status/2094813795742847123) 𝕏 is where almost all … - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2094805518791631029) 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 a… - [@elonmusk: We’re giving all @Grok @Bot users another free reset on token usage](https://x.com/elonmusk/status/2094805312649764952) We’re giving all @Grok @Bot users another free reset on token usage https://x.com/elonmusk/status/2094813795742847123[[1]](https://x.com/elonmusk/status/2094813795742847123) 𝕏 is where almost all … - [@OperationsPLS on X](https://x.com/OperationsPLS/status/2094804971263009063) 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 th… - [Learning about robots from science fiction - by Andra Keay](https://x.com/svrobo/status/2094787645633142897) Robots & Startups Interesting things about robots, robot startups, and the future that's already here. From the epicenter of the robot revolution - Silicon Valley Robotics. By Andra Keay · Over 10,000… - [AI Companies Turn to Distributed Computing in Homes - IEEE Spectrum](https://spectrum.ieee.org/ai-inference-distributed-computing) IEEE.org IEEE Xplore IEEE Standards IEEE Job Site More Sites Sign In Join IEEE The September issue of IEEE Spectrum is here! Download PDF ↓ Close bar Return to homepage Cash In on the AI Boom by Renti… - [AI Companies Turn to Distributed Computing in Homes - IEEE Spectrum](https://x.com/IEEESpectrum/status/2094787890706309543) IEEE.org IEEE Xplore IEEE Standards IEEE Job Site More Sites Sign In Join IEEE The September issue of IEEE Spectrum is here! Download PDF ↓ Close bar Return to homepage Cash In on the AI Boom by Renti… - [C. Zhang on X: "New paper release: Learning Agile Perceptive Traversal of Sparse 3D Structures for Humanoids Paper https://t.co/LlrDsajHqx Videos https://t.co/jXLtG68oUg We study how to do learning and sim2real for 3d traversal, such as monkey bars and overhanging obstacles." / X](https://x.com/chris_j_paxton/status/2094815833516060984) Post Log in Sign up Post C. Zhang on X: "New paper release: Learning Agile Perceptive Traversal of Sparse 3D Structures for Humanoids Paper https://t.co/LlrDsajHqx Videos https://t.co/jXLtG68oUg We st… - [@SawyerMerritt on X](https://x.com/SawyerMerritt/status/2094621822398394597) The fact that the narrative went from “Teslas can’t even drive themselves” to “well, they have a supervisor” to “well, they have steering wheels” to “well, sure, they don’t have steering wheels, but t… - [Sawyer Merritt on X: "The Model Y L Launch Series is almost sold out for 2026 with estimated delivery dates now pushing into early 2027 for all configurations." / X](https://x.com/SawyerMerritt/status/2094615609266840001) Post Log in Sign up Post Sawyer Merritt on X: "The Model Y L Launch Series is almost sold out for 2026 with estimated delivery dates now pushing into early 2027 for all configurations." - Sawyer Merri… - [smartfitguide on X: "Google DeepMind's RT-2 model treats robot actions as text tokens. By co-fine-tuning pre-trained Vision-Language Models with robotic data, it achieved nearly double the performance on novel tasks compared to its predecessor, RT-1. #AI" / X](https://x.com/bareani21645/status/2094613978739593316) Post Log in Sign up Post smartfitguide on X: "Google DeepMind's RT-2 model treats robot actions as text tokens. By co-fine-tuning pre-trained Vision-Language Models with robotic data, it achieved near… - [@sreexts on X](https://x.com/sreexts/status/2094607807399989491) 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 … - [大仏ヨヨ on X: "Gemini Robotics ER 2を試してみたけど結構いいね。リアルタイムでOpenDuckMiniを追跡させてみたけどレスポンスは想定していたより悪くはなかった。どういうロボットかまで判別できているのが良かった。これ以外の機能もあるのでもう少し深堀しようと思う。 #OpenDuckMini,#microduckと同じ作者" / X](https://x.com/U6kcXA6yRN47345/status/2094603818340434044) Post Log in Sign up Post 大仏ヨヨ on X: "Gemini Robotics ER 2を試してみたけど結構いいね。リアルタイムでOpenDuckMiniを追跡させてみたけどレスポンスは想定していたより悪くはなかった。どういうロボットかまで判別できているのが良かった。これ以外の機能もあるのでもう少し深堀しようと思う。 \#OpenDuckMini,\#microduckと… - [tphuang on X: "GLM-6 disclosed - more parameter & lower activation ratio & inference cost & improved post training expected. Model to make self training decisions Expecting significant increased domestic compute addition in next 3 to 6 months. Using self owned, leased & purchased c… / X](https://x.com/tphuang/status/2094601178684264502) Post Log in Sign up Post tphuang on X: "GLM-6 disclosed - more parameter & lower activation ratio & inference cost & improved post training expected. Model to make self training decisions … - [@tphuang on X](https://x.com/tphuang/status/2094601174422855998) It already went oversea w/ Malaysia deployment & will have more oversea CSP cooperation deal signed in next month or 2. It already has 100k domestic AI chip inference cluster & plan to increase signif… - [tphuang on X: "How it views its own models in terms of the kind of tasks them can do. GLM-5.3 in terms of long time horizon work is still short of 1 wk, need at least 1 month to be autonomous. Flash is the 1st one to use domestic chips & have low cost + intelligence to support long tasks." / X](https://x.com/tphuang/status/2094601170102747138) Post Log in Sign up Post tphuang on X: "How it views its own models in terms of the kind of tasks them can do. GLM-5.3 in terms of long time horizon work is still short of 1 wk, need at least 1 month … - [📐_Cyber_Owl_🦉 on X: "🚨Golden Fleet Alert🚨 Golden Tesla Cybercabs have taken over the city and are flooding Austin 🌊✨ They are constantly validating pick-ups and drop offs ahead of the Cybercab launch event on 09/03 🤖🚕 Can’t wait for the most futuristic Robotaxis ever 👏 @robotaxi @Tesla @… / X](https://x.com/SawyerMerritt/status/2094608155078504703) Post Log in Sign up Post 📐\Cyber\Owl\🦉 on X: "🚨Golden Fleet Alert🚨 Golden Tesla Cybercabs have taken over the city and are flooding Austin 🌊✨ They are constantly validating pick-ups and drop offs… - [@XSeyvion on X](https://x.com/XSeyvion/status/2094591132734779793) Skild AI unveiled its S1 robot foundation model. They say a robot can learn a new task by watching a video of the task. That changes deployment. Instead of writing a fresh program for each job, an ope… - [@ErenChenAI on X](https://x.com/ErenChenAI/status/2094589562760687736) Shanghai-based 3D generative AI company Hyper3D⁠ has introduced WorldGen, a world generation model that turns a single image into a complete, editable 3D scene. Built on its SIGGRAPH 2025 Best Paper-w… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2094589489028952239) Cerebras is great, & the people at Cerebras are great & lovely! But since NVIDIA showed off their LPX's amazing perf at Hot Chips & OpenAI Jalapeno performance was released, Cerebras folks have been m… - [The Robot Report: Skild AI unveils S1 robot foundation model | AI Understanding](https://x.com/aiuorg/status/2094602992565522608) 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… - [Introducing Agentic Video in Gemini](https://x.com/GoogleDeepMind/status/2094840182457422260) Introducing agentic video understanding with Gemini Sep 01, 2026 \| 7 min read - x.com - Facebook - LinkedIn - Mail - Copy link Our new agentic feature for video analysis cuts token consumption by up … - [Optimus hits the Fremont line this week — TSLA +5.5% while the market fell | Aug 31 Tesla Briefin - YouTube](https://x.com/TeslaBriefing/status/2094575739459031188) Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with yo… - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2094550793743708256) A 36B parameter model just blurred one of robotics’ biggest boundaries, the gap between seeing a scene and acting on it. Perceptron AI has released Isaac 0.5, an open-weight Embodied AI model designed… - [@WhaleFUD on X](https://x.com/WhaleFUD/status/2094543341127864452) Tesla has begun producing its Tesla Optimus robot at the Fremont factory. Elon Musk said output will be extremely slow at first, with the line ultimately designed for about 1 million robots a year. - [@a16z on X](https://x.com/a16z/status/2094542071759872251) Gavin Baker says the future for the world's biggest companies is open models and private context: "I think the future is an ensemble of models. There's a Pareto curve. No one model is going to be the … - [@ctorobotics on X](https://x.com/ctorobotics/status/2094535748921729076) This is where robotic welding gets serious. 🤖🔥 igm Robotersysteme AG - Schweißroboter - Welding Robots is using robotic welding systems for demanding components such as chassis and booms, combining … - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2094530958124847449) Seven ports are used to connect other NPUs on the same tray over flyover cables. Seven ports connect across trays in the intra-rack 2D mesh over the backplane allowing each NPU0 to connect to all the … - [The Imitator Game — Benchmarking Robot Imitative Ability Beyond Action Prediction](https://x.com/XunzheZhou/status/2094530835215258044) Intent imitation, L0-L320,000+ paired episodesHuman evaluation Arena The Imitator Game BenchmarkingRobotImitativeAbilityBeyondActionPrediction Xunzhe Zhou 1,2,\,† · Yiyang Cai 2,3,\ · Fengyi Wang 2,3,… - [Sawyer Merritt on X: "Tesla's global fleet has just crossed 14 billion miles driven on FSD (Supervised) after hitting 13 billion on August 3rd." / X](https://x.com/SawyerMerritt/status/2094523649562690042) Post Log in Sign up Post Sawyer Merritt on X: "Tesla's global fleet has just crossed 14 billion miles driven on FSD (Supervised) after hitting 13 billion on August 3rd." - Sawyer Merritt @SawyerMerrit… - [@LeoKharon on X](https://x.com/LeoKharon/status/2094515863000883546) Robotics deep dive: HUMANOID CHOKEPOINTS Almost every supply-chain post about humanoids has one country in it. Trace five critical inputs one at a time and they land in four different places. Magnets … - [Sawyer Merritt on X: "Here we go! Tesla has just added another 38 Cybercabs to its Robotaxi fleet, bringing the total up to 45, according to the Texas DMV. Robots on robots on robots! This Thursday's launch event is gonna be awesome🤖🤖🤖" / X](https://x.com/SawyerMerritt/status/2094497070144979055) Post Log in Sign up Post Sawyer Merritt on X: "Here we go! Tesla has just added another 38 Cybercabs to its Robotaxi fleet, bringing the total up to 45, according to the Texas DMV. Robots on robots on… - [@Astra1Byte on X](https://x.com/Astra1Byte/status/2094493801410662483) Four years ago, Figure didn’t have a robot. Today it’s valued at $39B and has already shipped 1,000+ humanoids. CEO Brett Adcock says the real advantage isn’t the AI it’s that hardware, models, and ma… - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2094486916854849763) Unitree’s CEO just said something the humanoid industry does not say Humanoid robots are still not ready for large-scale factory deployment. Speaking at WRC 2026, Unitree founder Wang Xingxing said th… - [NVIDIA's robot business is already worth $10 billion/year, and China is its best customer | HumanoidHub](https://x.com/johnkoetsier/status/2094485667409760625) News/ trends,china,usa,physical\ai,hardware,government trends,china,usa,physical\ai,hardware,government NVIDIA's robot business is already worth $10 billion/year, and China is its best customer John K… - [Standardizing Physical AI: Why Common Hardware Interfaces Could Accelerate Generalization - Humanoid Analytics](https://humanoidanalytics.com/2026/08/31/standardizing-physical-ai-why-common-hardware-interfaces-could-accelerate-generalization) Close Menu - Companies - Company Tracker - Deployment Tracker - Funding Tracker - Deployments - Technology - Funding - Markets - Our Services X (Twitter) Mastodon LinkedIn Switch to Dark Design - easi… - [Standardizing Physical AI: Why Common Hardware Interfaces Could Accelerate Generalization - Humanoid Analytics](https://x.com/HumanoidAn/status/2094628877712990401) Close Menu - Companies - Company Tracker - Deployment Tracker - Funding Tracker - Deployments - Technology - Funding - Markets - Our Services X (Twitter) Mastodon LinkedIn Switch to Dark Design - easi… - [Optimize Models with Unsloth | Jetson AI Lab](https://x.com/NVIDIARobotics/status/2094480283135316182) 🎉 Welcome to Jetson AI Lab 2.0! We've redesigned the site with curated tutorials. Looking for old content? Browse the archive → × Back to Tutorials Optimize Models with Unsloth Fine-tune, convert and… - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2094475678699692261) Unitree just started Olly’s pre-employment internship in the real world 😅 And day one already looks like a proper probation period. It can answer train questions, find exits and walk with passengers … - [@fieldai_ on X](https://x.com/fieldai_/status/2094475280740237351) A FieldAI-powered robot, pictured with Singapore's Minister for Transport Jeffrey Siow at @SMRT_Singapore's Gali Batu Bus Depot. It patrols autonomously with infrared sensing, checking buses and EV ch… - [The Humanoid Hub on X: "Asimov 1 has begun first shipments. The DIY kit is aimed at developers, researchers and hobbyists who want an affordable humanoid platform. Total assembly time is estimated at around 20 hours. Price: $20k." / X](https://x.com/TheHumanoidHub/status/2094472778087113164) Post Log in Sign up Post The Humanoid Hub on X: "Asimov 1 has begun first shipments. The DIY kit is aimed at developers, researchers and hobbyists who want an affordable humanoid platform. Total assem… - [東大発の燈、秋田のモーター製造アスターに出資　フィジカルAIに3年で300億円 - 日本経済新聞](https://www.nikkei.com/article/DGXZQOUC26B5L0W6A820C2000000) メインコンテンツへスキップ / 0 この記事は会員限定記事です - メールで送る - リンクをコピーする - note - X（旧Twitter） - Facebook - はてなブックマーク - LinkedIn - Bluesky 日経の記事利用サービスについて 企業での記事共有や会議資料への転載・複製、注文印刷などをご希望の方は、リンク先をご覧ください。 詳しくはこちら 人工知能（AI）開発… - [東大発の燈、秋田のモーター製造アスターに出資　フィジカルAIに3年で300億円 - 日本経済新聞](https://x.com/HiroakiSait/status/2094536728916926881) メインコンテンツへスキップ / 0 この記事は会員限定記事です - メールで送る - リンクをコピーする - note - X（旧Twitter） - Facebook - はてなブックマーク - LinkedIn - Bluesky 日経の記事利用サービスについて 企業での記事共有や会議資料への転載・複製、注文印刷などをご希望の方は、リンク先をご覧ください。 詳しくはこちら 人工知能（AI）開発… - [Axis Robotics](https://x.com/Sina_hms/status/2094467521810149516) Live campaign Signal Boost Campaign Connect your X account and follow @axisrobotics — your badge lights up as soon as we see the follow. Connect →+1 PTS · credited instantly Total Trajectories 4,794,1… - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2094465636265087097) Humanoid robotics has its own language. Here are 30 acronyms you will see constantly API = Application Programming Interface BC = Behavior Cloning CoM = Center of Mass CoP = Center of Pressure DoF = D… - [@thehypedotnews on X](https://x.com/thehypedotnews/status/2094464209895424198) unitree robots now build themselves – and train while doing it @UnitreeRobotics deployed its embodied ai model inside its own factory in china. the robots aren't repeating pre-programmed movements – t… - [Runway on X: "Today, we're sharing new research on Solaris, our first Interface World Model. Solaris is a new kind of operating system that generates interactive interfaces frame by frame, in real time, with no code. We find that Solaris outperforms frontier LLMs when generating new interfaces, ac… / X](https://x.com/TheRundownAI/status/2094519142426567065) Post Log in Sign up Post Runway on X: "Today, we're sharing new research on Solaris, our first Interface World Model. Solaris is a new kind of operating system that generates interactive interfaces fr… - [@rich_odinn on X](https://x.com/rich_odinn/status/2094456459006214553) SoftBank dropped $200,000,000 on this company - and this 15-second interaction proves why Shanghai-based Fourier Intelligence deployed their $125,000 GR-1 humanoid onto public transit to assist an eld… - [@frontrunvc on X](https://x.com/frontrunvc/status/2094448223775494221) EARLY: 5 @ycombinator fall cohort companies across Compute, Energy, Hardware and DevTools. 👇 @nodussss - 1 follower - (Compute): the first intelligent execution layer for ai workloads. founders: @vis… - [Automate Month-End Close… | The Rundown University](https://x.com/TheRundownAI/status/2094445915260031311) Back to feed SaveShare Automate Month-End Close Reconciliation and Reporting in Awish I recently built a month-end close workflow in Awish for a client at a finance company. The problem was not creati… - [@Thom_Wolf on X](https://x.com/Thom_Wolf/status/2094427670528311750) 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. - [Europe’s AI Drive Outpaces a Fragile Chip Supply Chain - IEEE Spectrum](https://spectrum.ieee.org/europes-ai-drive) IEEE.org IEEE Xplore IEEE Standards IEEE Job Site More Sites Sign In Join IEEE Return to homepage The E.U.’s AI Drive Undermines Its ​Own Chip Strategy Share FOR THE TECHNOLOGY INSIDER Search: Explore… - [Europe’s AI Drive Outpaces a Fragile Chip Supply Chain - IEEE Spectrum](https://x.com/IEEESpectrum/status/2094425198195782121) IEEE.org IEEE Xplore IEEE Standards IEEE Job Site More Sites Sign In Join IEEE Return to homepage The E.U.’s AI Drive Undermines Its ​Own Chip Strategy Share FOR THE TECHNOLOGY INSIDER Search: Explore… - [Veeda AI Raises $90M Seed to Build "The Matrix" for Physical AI - WOWTALE](https://en.wowtale.net/2026/08/31/234943) Skip to content - AI - · - Funding - · - Robotics Veeda AI Raises $90M Seed to Build “The Matrix” for Physical AI 8/31/2026 ・ 버섯돌이(Taehyun Kim) Training a robot to master a new motion takes thousands … - [Veeda AI Raises $90M Seed to Build "The Matrix" for Physical AI - WOWTALE](https://x.com/mushman1970/status/2094416619275473057) Skip to content - AI - · - Funding - · - Robotics Veeda AI Raises $90M Seed to Build “The Matrix” for Physical AI 8/31/2026 ・ 버섯돌이(Taehyun Kim) Training a robot to master a new motion takes thousands … - [GitHub - hku-sail/StreamPI: StreamPI: Streaming Multimodal Temporal Modeling for Vision-Language-Action Models · GitHub](https://x.com/DexRobotics/status/2094411289380765788) Skip to content You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or… - [@MelvinInvests on X](https://x.com/MelvinInvests/status/2094409187724017974) The next memory supercycle is hiding inside humanoid robots (Save this). This chart estimates that each humanoid robot could contain $600–$800 or more in memory related and semiconductor components, i… - [Biti8 on X: "Four years ago, @Figure_robot didn’t even have a robot. Today, it’s valued at $39B, has built 1,000+ humanoids, deployed robots at BMW, built its own AI models, manufacturing infrastructure and a global data collection network. What impresses me most is the speed. Figure isn’t build… / X](https://x.com/adcock_brett/status/2094462666798723307) Post Log in Sign up Post Biti8 on X: "Four years ago, @Figure\robot didn’t even have a robot. Today, it’s valued at $39B, has built 1,000+ humanoids, deployed robots at BMW, built its own AI models, m… - [Oregon robotics company says the industry needs a reality check: ‘I really want to pop that bubble’ - oregonlive.com](https://x.com/agilityrobotics/status/2094466317411872857) Skip to Article The $1 Sale is Here! Labor Day Savings End on 9/9/26 Close By - Mike Rogoway \| The Oregonian/OregonLive The internet is full of videos of robots running races, doing backflips, dancin… - [@clavion95 on X](https://x.com/clavion95/status/2094380935999340836) THIS ISN’T A ROBOT LEARNING TO DANCE. IT’S A ROBOT LEARNING HOW TO CONTROL ITS ENTIRE BODY. Walk. Run. Crawl. Roll. Handstand. Cartwheel. Then get back up and keep moving. Boston Dynamics trained Atla… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094377565079081352) Bro...this GS humanoid report is mega bullish for semis. - Humanoid TAM forecast increased by ~5x. - Which is an even better commercial opportunity for semis / precision components such as power semis… - [@0xconglomerate on X](https://x.com/0xconglomerate/status/2094377490194288857) $1 million in sales in under SEVEN hours, is the Microduck really that impressive? Here are other affordable open-source robots for context (+ my thoughts): ▸ @LeggedRobot Mini Pupper 2 (~$649): ROS2,… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094366980014739648) Goldman Sachs: Humanoids and memory Memory is expected to be up to 40% of semiconductor dollar content for humanoid robots (excluding GPU/CPUs). Goldman Sachs: Although content can vary, we assume an … - [JD.com, Inc.](https://x.com/SlavaOPs/status/2094352372558410095) Authentic Products Delivered Today \\ AI-Powered, ESG-Embedded Industrial Supply Chain Innovation Earns JINGDONG Industrials 2026 Sedex Technoical Innovation Award \\ \\ BEIJING, 27 August 2026 — JING… - [@GabrielnSpace on X](https://x.com/GabrielnSpace/status/2094350888211234898) i thought community robot data would hit diminishing returns fast but Axis Dataset V1 just made that take look stupid @axisrobotics pushed π0.5 from 83.9% to 88.8% on LIBERO Plus, and performance kept… - [José Muñoz, CEO de Hyundai: "Los robots no están reemplazando a los humanos. Estamos creando nuevas categorías de empleo"](https://x.com/pablopaaf/status/2094511793334894607) Xataka Suscríbete a - PARTNERS - Innovación Volvo HOY SE HABLA DE - China - Tim Cook - Ozempic - Generación Z - iPhone 18 - Samsung Galaxy S26 - Mejores móviles - IA - OpenAI - Estafa 31 Agosto 2026 A… - [@smsehy on X](https://x.com/smsehy/status/2094345994028876167) Tendon-driven actuation solves thermal mass and packing density in dexterous hands, but cable stretch over 10,000 continuous cycles destroys sub-millimeter precision. Modeling hysteresis in simulation… - [How Figure Became the Biggest Name in Robotics | XMAQUINA DAO](https://x.com/xmaquina/status/2094334389979373824) Genesis Auction Wave 2! Launches June 24 Get DEUS homeDAO Portal How Figure Became the Biggest Name in Robotics Color theme: Four years, three generations of humanoids, a $39 billion valuation and now… - [[2604.15483] $π_{0.7}$: a Steerable Generalist Robotic Foundation Model with Emergent Capabilities](https://x.com/oskrt_dvs/status/2094332211675664533) Skip to main content Search arXiv Press Enter to search · Advanced search Computer Science > Machine Learning arXiv:2604.15483 (cs) \Submitted on 16 Apr 2026 ( [v1), last revised 24 Apr 2026 (this ver… - [@Tanminhday on X](https://x.com/Tanminhday/status/2094317736214372428) 🤖 Something is changing in Physical AI. For years, humanoid robots were mostly about impressive demos. This week feels different. $900M+ raised by XPeng’s robotics business. Figure committing over $1… - [UBTECH Reports 104% Revenue Surge in H1 2026 as Full-Size Humanoids Drive Growth | Humanoids Daily](https://x.com/humanoidsdaily/status/2094362979324088739) Search articles Key Takeaways Show all - UBTECH Robotics reported first-half 2026 revenue of RMB 1.27 billion (approximately $188.8 million), marking a 104.1% year-over-year increase. - Revenue from f… - [Minth Group Launches Europe’s First Mass Production of Humanoid Robots](https://x.com/heetezition/status/2094311976449020342) VESTI Poslednje vesti Jiangsu Reliance Energy Tech: 100,5 miliona ... Aug 31, 2026 Minth Group pokrenuo prvu serijsku ... Aug 29, 2026 RAS: Snažnija ekonomska saradnja ... Aug 26, 2026 Otvoren Javni p… - [Physical AI Platform | Industrial Automation Solutions | Sanctuary AI](https://x.com/heetezition/status/2094280429264420968) We value your privacy We use cookies to enhance your browsing experience, serve personalised ads or content, and analyse our traffic. By clicking "Accept All", you consent to our use of cookies. Custo… - [Brushless Digital Servo Compact and Designed for Embodied Intelligence Applications - Unitree Robotics](https://x.com/UnitreeRobotics/status/2094270984845185473) 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 G… - [US Builds Walls Around Drones and Robots While China’s Scale Keeps Growing – The Daily Tech Feed](https://x.com/dailytechonx/status/2094257970854977683) Skip to content Posted on August 31, 2026 In recent months, the U.S. has introduced tighter rules on robotic systems and imposed steep tariffs on imported drones and related components, citing nationa… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094203645877493923) AI is still so early, but so bullish. We're witnessing a huge unlock of economic value with the adoption of AI models like Claude, and more recently, agents like Grok Bot. This then filters down into … - [@davidcao01 on X](https://x.com/davidcao01/status/2094201331011518541) Fifteen years after "software is eating the world," Marc Andreessen's own firm just admitted atoms are eating software's margins. SUMMARY This is not an a16z story. a16z's $1.1B Machine Age Fund is si… - [@Robot_AIsignals on X](https://x.com/Robot_AIsignals/status/2094201246987034914) Show it once. That is the entire instruction. In a post published in August, Skild AI introduced S1, a robotics foundation model prompted with a video demonstration in place of a written command. The … - [@LinaOrozcoDus on X](https://x.com/LinaOrozcoDus/status/2094198782057431127) OpenAI is killing the official DALL-E GPT today. The o3 model was sunset Wednesday after just 90 days. Google’s gemini-robotics-er shuts down tomorrow. The hidden risk of the AI era is Silent API Brea… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2094198478331416747) Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators) This week Bryan, Myron and Jordan (@JordanNanos) discuss our recent article on OpenAI Jalapeño. They cover the performance, archi… - [@AIEquities on X](https://x.com/AIEquities/status/2094159401305129398) $CCXI valuation is being disrespected right now and I see asymmetry in the trade. Humanoid valuations (Aug 2026): Tesla Optimus — no standalone; Tesla ~$1.38T Figure AI — $39B Unitree — public, ~$33–3… - [@Robot_AIsignals on X](https://x.com/Robot_AIsignals/status/2094154690241978745) The robot industry's data shortage just became a gig job. On 25 August Figure launched Index, an app that pays people by the minute to film themselves doing ordinary household and workplace tasks. Tha… - [@ctorobotics on X](https://x.com/ctorobotics/status/2094107883365335067) Humanoid robots just took tennis to another level. 🎾🤖 Galbot robots completed 100+ consecutive rallies at the World Humanoid Robot Games 2026 while tracking the ball, moving around the court and res… - [kasper on X: "Elon Musk was asked when Tesla Optimus could become better than the best human surgeons. His argument is that a robot would not learn like one doctor. Every Optimus surgeon could share what every other unit had seen, including rare complications that a human might encounter only once… / X](https://x.com/HumanoidsHQ/status/2094325624177397929) Post Log in Sign up Post kasper on X: "Elon Musk was asked when Tesla Optimus could become better than the best human surgeons. His argument is that a robot would not learn like one doctor. Every Opti… - [@KaptanHindustan on X](https://x.com/KaptanHindustan/status/2094079581674426671) Boston Dynamics' new Atlas robot is getting uncomfortably close to science fiction. 🤖😳 It doesn't just walk anymore. It twists, bends, lifts, carries, recovers from falls, manipulates objects, and m… - [VisiveAI on X: "Teamwork makes the dream work. To test multi-robot collaboration with Gemini Robotics 2, we challenged our Apollo and Duo robo... via @GoogleDeepMind #AI #LLM #MachineLearning #ChatGPT #GenerativeAI" / X](https://x.com/VisiveAI/status/2094064001789690251) Post Log in Sign up Post VisiveAI on X: "Teamwork makes the dream work. To test multi-robot collaboration with Gemini Robotics 2, we challenged our Apollo and Duo robo... via @GoogleDeepMind \#AI \#LL… - [@continuumlabs_ on X](https://x.com/continuumlabs_/status/2094034760012062968) From record humanoid funding to new data engines and factory-scale deployment plans, here’s what happened this week in Physical AI: 1️⃣ @XPENG_Global’s robotics unit raised $900M+ at a $6.3B valuation… - [Sanctuary AI puts humanoid tech on industrial robots](https://x.com/Humanoidguide/status/2094017769637355680) Skip to content Sanctuary AI has deployed technology developed alongside its Phoenix humanoid on an industrial wire insertion task, reporting a success rate above 99.5% and a 2.54 second cycle time. T… - [Hack One Robot, Reach the Next: How Unitree’s G1 Left the Door Open to Root Takeover | Humanoids Daily](https://x.com/humanoidsdaily/status/2093968794053951646) Search articles Key Takeaways Show all - Security researcher Olivier Laflamme disclosed UniBLEed, an exploit chain yielding unauthenticated root execution on the Unitree G1 EDU humanoid robot over Blu… - [Stellarix on X: "This machine places 30,000 components PER HOUR 🤖 It's a pick-and-place robot building space-grade PCBs in Shenzhen. The blue boards look simple, but every single chip you see gets laser-checked for micron accuracy. This is how modern rockets, satellites, and rovers get their brai… / X](https://x.com/smsehy/status/2095051114538561556) Post Log in Sign up Post Stellarix on X: "This machine places 30,000 components PER HOUR 🤖 It's a pick-and-place robot building space-grade PCBs in Shenzhen. The blue boards look simple, but every si… - [@davidcao01 on X](https://x.com/davidcao01/status/2093825616478941207) The Supply Chain Shortage for UxV and Robots: Who Is Filling the Gap? Top 20 Components to Watch | New suppliers from Mexico, Taiwan, Japan, Korean | The VC and Entrepreneurs Angle Two weeks apart, tw… - [Committee on Foreign Investment in the United States, Annual Report to Congress, Report Period: CY 2025](https://x.com/BillHughesDC/status/2093808869751288102) COMMITTEE ON FOREIGN INVESTMENT IN THE UNITED STATES ANNUAL REPORT TO CONGRESS Report Period: CY 2025 CFIUS – ANNUAL REPORT TO CONGRESS – CY 2025 This page is intentionally left blank. CFIUS – ANNUAL … - [@elonmusk on X](https://x.com/elonmusk/status/2093794565274669068) SpaceX and Tesla are each building 100GW/year of solar production capacity as fast as possible, but natural gas will still be needed to supplement and bootstrap solar for several years. The limiting f… - [@IntEngineering on X](https://x.com/IntEngineering/status/2093776043039416643) Figure founder Brett Adcock has posted video of the company's humanoid climbing 15 feet up a ladder and 15 feet back down with no human input, three weeks after its first autonomous ladder climb. Figu… - [Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators) - YouTube](https://x.com/SemiAnalysis_/status/2093715936406610233) Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with yo… - [Nvidia Wants to Run the World’s Robots. China Is an Eager Customer. - WSJ](https://x.com/pstAsiatech/status/2094400792060911848) Skip to Main Content Skip to... Select - What to Read Next - Most Popular News - Most Popular Opinion DJIA\\ \\ 52766.88\\ \\ -0.79% S&P 500\\ \\ 7631.47\\ \\ -0.71% Nasdaq\\ \\ 26099.77\\ \\ -1.03% R… - [@Olivier__OG on X](https://x.com/Olivier__OG/status/2093701072615285012) 𝐄𝐱𝐞𝐜𝐮𝐭𝐢𝐨𝐧: 𝑾𝒉𝒂𝒕 𝑨𝑰 𝒍𝒐𝒐𝒌𝒔 𝒍𝒊𝒌𝒆 🥽 Xiaomi is testing humanoid robots inside its EV factory. Not on a stage. On the production floor. One robot handles components and folds storag… - [@HumanoidInvest on X](https://x.com/HumanoidInvest/status/2093697858742460890) $CCXI 🤖 $AGLT @agilityrobotics J.P. Morgan just outlined the upcoming Humanoid robotics bottleneck Demand will be outweighing supply by a large margin Q4 2026 Should be interesting as Agility becomes… - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2093692200534024317) BeyondMimic is now in Science Robotics. Berkeley and Stanford used a Unitree G1 to track human motions like sprinting, spin-kicks and cartwheels, then used guided diffusion to combine those skills for… - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2093691640762225092) BeyondMimic is now in Science Robotics. Berkeley and Stanford used a Unitree G1 to track human motions like sprinting, spin-kicks and cartwheels, then used guided diffusion to combine those skills for… - [Lightberry Unveils Lumi: A $40k Interactive Humanoid Built on a Unitree Core | Humanoids Daily](https://x.com/humanoidsdaily/status/2093687404867575879) Search articles Lightberry designed Lumi with a rounded, character-driven aesthetic and animated digital eyes, aiming to make social humanoids feel approachable. Key Takeaways Show all - San Francisco… - [South Korea Commits KRW 2.3 Trillion to Build Full-Stack Humanoid Robotics Ecosystem by 2030 | Humanoids Daily](https://x.com/humanoidsdaily/status/2093648555726590278) 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 industr… - [@realgalleryx on X](https://x.com/realgalleryx/status/2093635683323891741) 서랍이 안 열리자 수저를 오븐에 넣었다. Physical Intelligence를 만든 Sergey Levine이 Ryan Peterman 앞에서 말한 평가 장면이다. 모델은 π0.5다. 주방에서 수저를 넣으라고 했는데 서랍이 안 열렸다. 옆에 오븐이 있으니 그걸 열고 넣기 시작했다. 아이한테 치우라고 하면, 안 보이게만 넣기도 한다는 것이다. 접시 닦기도… - [Gemini Robotics 2 brings whole body intelligence to robots - YouTube](https://x.com/ScrumVenturesJP/status/2093534278378553445) Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with yo… - [@fuelmeupcc on X](https://x.com/fuelmeupcc/status/2093505648931611029) 150+ humanoid companies in China, and most run on state money per the NDRC. Great arms, dumb brains. The hardware is cheap because Beijing subsidizes it, the intelligence is the wall nobody can buy th… - [Chinese automakers are following Tesla’s bet that robots are the next big profit machine | TechCrunch](https://x.com/TechCrunch/status/2093480031574016250) Skip to content Image Credits: Zhang Haofu/Xinhua / Getty Images Robotics Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link Chinese automakers are following Te… - [@csentropy on X](https://x.com/csentropy/status/2093431504244523416) In robot control ER 2 competes with NVIDIA's open Isaac GR00T family (GR00T N1.7, Cosmos Reason), Physical Intelligence's π-series, Figure's Helix, and OpenVLA. In interoperability standards, MHS ente… - [@csentropy on X](https://x.com/csentropy/status/2093431495277043724) Announced July 30, 2026 (author Carolina Parada) as part of Gemini Robotics 2, three models: Gemini Robotics 2 (VLA) converts vision+language into motor control first DeepMind VLA to control a full hu… - [Conference & Program | embeddedworld North America 2026](https://x.com/NVIDIARobotics/status/2093428405366669346) Skip to main content Skip to footer Conference & Program The premier demonstration and information sharing platform for the embedded community. Innovation, networking and knowledge are all on display.… - [Lerrel Pinto on X: "Turns out that doing In-context learning for robots is not that hard..." / X](https://x.com/LerrelPinto/status/2093400831941116254) Post Log in Sign up Post Lerrel Pinto on X: "Turns out that doing In-context learning for robots is not that hard..." - Lerrel Pinto @LerrelPinto Turns out that doing In-context learning for robots is… - [MemoryAnchors](https://x.com/du_maximilian/status/2093390863821131915) 01 · Continual Learning Challenge Data Sensitivity in Continual Robot Learning To understand Memory Anchors, we first need to take a closer look at why robot policies forget old tasks when learning ne… - [Cicada Market Making on X: "https://t.co/26k9SK56mf" / X](https://x.com/axisrobotics/status/2093684446465798629) Post Log in Sign up Post - Cicada Market Making @cicada\mm Inside Robotics and Physical AI Featuring insights from Axis Robotics In 2026, the artificial intelligence industry learned to solve the comp… - [@chris_j_paxton on X](https://x.com/chris_j_paxton/status/2093352004080849144) In-Context Learning Results Hint at a “GPT Moment” for Robotics For general-purpose robots to be useful and economical, you need to be able to teach them new skills on the fly. And now we can see how … - [Why Top Founders Are Racing Into AI Infrastructure - YouTube](https://x.com/a16z/status/2093340813174747432) Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with yo… - [@HumanSapiensX on X](https://x.com/HumanSapiensX/status/2093328847491961125) FIGURE 03 JUST ENTERED THE BMW FACTORY. 🤖🏭 Figure 02 helped build 30,000+ BMW X3s in 2025. Now Figure 03 is taking over — and its job is getting much harder. Not just moving parts. It sorts unordere… - [Poe Zhao on X: "Reuters just published a special investigation on China's humanoid robot boom. I contributed analysis at three points, and together they form one argument. Start with pricing. China's capital markets have priced humanoid technology very aggressively. Investors are essentially betti… / X](https://x.com/OperationsPLS/status/2095167359006933341) Post Log in Sign up Post Poe Zhao on X: "Reuters just published a special investigation on China's humanoid robot boom. I contributed analysis at three points, and together they form one argument. Sta… - [XMAQUINA on X: "This week @FigureAI launches Index, the largest physical robot training dataset in the world. 30 minutes of video uploads per second. 16M video uploads. $15M paid to data creators. Figure says it's committing $1B over the next 12 months on data and compute." / X](https://x.com/xmaquina/status/2093247264823316740) Post Log in Sign up Post XMAQUINA on X: "This week @FigureAI launches Index, the largest physical robot training dataset in the world. 30 minutes of video uploads per second. 16M video uploads. $15M p… - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2093238397548568716) This might be one of the strongest humanoid locomotion demos yet. SOLO completed a continuous 1.5 km outdoor route using one chest mounted depth camera and proprioception crossing stairs, slopes, gras… - [@marketmaker_hq on X](https://x.com/marketmaker_hq/status/2093221444360736934) 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 … - [@axisrobotics on X](https://x.com/axisrobotics/status/2093217040295465183) Announcing our partnership with @Dexmal_AI About Dexmal: Dexmal is a technology company focused on general-purpose embodied intelligence, committed to building intelligent, useful, and trustworthy rob… - [@em3kagmi on X](https://x.com/em3kagmi/status/2093212897023271321) Many People believe Physical might be unachievable not because robots lack arms or GPUs rather, because robots do not have enough real training data. Normal AI LLM can train on text that already exist… - [【中国製人型ロボットを分解】「Unitree G1」の構造を徹底分析｜人の動きをどう再現？｜高い運動能力の秘密 - YouTube](https://x.com/Izawa_Motoyasu/status/2093200534325100769) Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with yo… - [Physical Intelligence (π)](https://x.com/hausman_k/status/2093129881689391574) Physical Intelligence is bringing general-purpose AI into the physical world. We are a group of engineers, scientists, roboticists, and company builders developing foundation models and learning algor… - [Cerebras's Next Generation CS-4: Fast Just Got Faster](https://x.com/SemiAnalysis_/status/2093126657682907547) SubscribeSign in Cerebras's Next Generation CS-4: Fast Just Got Faster Double the Performance, Double the Power, Double the Fun Myron Xie, Bryan Shan, Wega Chu, and 2 others Aug 18, 2026 ∙ Paid 136 6 … - [Optimus Just Entered Production at Fremont. Here's What Changes for Tesla Investors. | The Motley Fool](https://x.com/VanEmmerickKris/status/2094940107484586346) Accessibility Menu ▲ S&P 500 +---% \|▲ Stock Advisor +---% Join The Motley Fool Search for a company Accessibility... Help Arrow-Thin-Down\\ \\ S&P 500\\ \\ 7,673.19\\ \\ +0.5%\\ \\ +41.72 Arrow-Thin-… - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2093111545462985101) Most people watch Figure 03 walk and look at the legs. But a lot of the interesting work is happening underneath. Figure’s Helix 02 uses three control layers. System 2 understands the scene the instru… - [@TheSanctuaryAI on X](https://x.com/TheSanctuaryAI/status/2093051990347776008) Robots Doing Stuff #64 | Delicate Object Handling Will you find crackers and grapes on the production floor? Probably not. But what you will find are tasks that require the manipulation of delicate, i… - [Careers — DYNA](https://x.com/DynaRobotics/status/2093039154863215022) Contact11:33 AM Name Email Company Team Size 1-2021-5051-100100+ Message BusinessMediaInvestorOther Submit See all open positions Human intelligence wanted. \[ Who we Are \] We’reresearchers,engineers… - [@DynaRobotics on X](https://x.com/DynaRobotics/status/2093039152434642949) Then we realized there is more. A fully folded napkin is not a finished job. It has to land in a bin, stacked, ready for staff to carry out so they can serve their guests. For months our napkins were … - [@DynaRobotics on X](https://x.com/DynaRobotics/status/2093039150509514884) Let’s dive into the facts. The small details we obsessed about and actually closed the gaps. To keep one Din Tai Fung dining room supplied, a robot has to produce 1,500 table-ready napkins in a day’s … - [@DynaRobotics on X](https://x.com/DynaRobotics/status/2093039148169154615) Waymo was founded in 2009. Their demo took 18 months. Their first driverless rides opened to the public in 2020. It's easy to show a demo. What comes after are the edge cases, recovery, uptime, integr… - [Dyna Robotics on X: "After so many demos, models, pilots, robots are still struggling to land real deployments with real customers. Until now. Today we’re excited to share that our robots have successfully crossed the ROI threshold, and Din Tai Fung, one of the highest revenue per location restaur… / X](https://x.com/TheHumanoidHub/status/2093387536962076683) Post Log in Sign up Post Dyna Robotics on X: "After so many demos, models, pilots, robots are still struggling to land real deployments with real customers. Until now. Today we’re excited to share tha… - [Dyna Robotics on X: "After so many demos, models, pilots, robots are still struggling to land real deployments with real customers. Until now. Today we’re excited to share that our robots have successfully crossed the ROI threshold, and Din Tai Fung, one of the highest revenue per location restaur… / X](https://x.com/Rewkang/status/2093048258537087479) Post Log in Sign up Post Dyna Robotics on X: "After so many demos, models, pilots, robots are still struggling to land real deployments with real customers. Until now. Today we’re excited to share tha… - [@antopatrex1 on X](https://x.com/antopatrex1/status/2093020726919938218) unitree IPO'd and was oversubscribed 8,000x by retail investors. backed by deepseek and a state oil company. shipped 5,500 humanoids last year. valued at $9B. this is what industrial policy looks like… - [@GoogleDeepMind on X](https://x.com/GoogleDeepMind/status/2093019627437662680) From weather forecasting to robotics, intelligent decision-making relies on understanding the unknown. Our VP Research @ZoubinGhahrama1 explores with @fryrsquared why teaching systems self-doubt and p… - [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2093015638331769030) Home robots are coming. The first ones in will be the small ones that are safe around kids and pets. Hugging Face's Pollen Robotics just opened pre-orders for Microduck, a $399 biped. 25cm, under 800g… - [@StragglerLiu on X](https://x.com/StragglerLiu/status/2092976850360553919) 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… - [Piloting the world's first double-blind AI evaluations — Google DeepMind](https://x.com/GoogleDeepMind/status/2092961763553677387) Skip to main content August 27, 2026 Responsibility & Safety Piloting the world's first double-blind AI evaluations William Isaac, Sol Messing and Kristian Lum Share Building trust in proprietary mode… - [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2092974952769048876) Perceptron's Isaac 0.5 is a 36B open-weight embodied foundation model with only 2.5B active per token. The model - Perception, reasoning, and control all read from one shared backbone, so it makes vis… - [Mayank Vora on X: "🤝 FOURIER GR-3 CARE ROBOT Not every robot at the conference was built for factories. The human-sized GR-3 is covered in soft material and responds through vision and touch. It is designed for companionship, education, public services and elderly care." / X](https://x.com/aiwithmayank/status/2092973526395539666) Post Log in Sign up Post Mayank Vora on X: "🤝 FOURIER GR-3 CARE ROBOT Not every robot at the conference was built for factories. The human-sized GR-3 is covered in soft material and responds through … - [@CyberRobooo on X](https://x.com/CyberRobooo/status/2092955914122981747) Hyundai is considering selling its humanoid robot Atlas through its dealer network. At Hyundai Motor's 2026 CEO Investor Day event yesterday... Hyundai plans to deploy Boston Dynamics’ Atlas at its ow… - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2092927250869977123) AGIBOT just dominated its debut at the 2nd World Humanoid Robot Games in Beijing. The company finished #1 in both the gold medal table and the overall medal table: • 18 gold medals • 16 silver medals … - [Microduck - A tiny biped robot you can teach new tricks | Pollen Robotics](https://x.com/Thom_Wolf/status/2092923071829049592) AV-1 MicroduckMade to move · Ready to learn A 25 cm open-source biped you train yourself with reinforcement learning. Playable out of the box. Pre-order for $399 Pre-orders open August 27, 2026★$399 b… - [Shuddhatma Jain on X: "Sanja Fidler quit her job running NVIDIA's Toronto AI lab, started a company three months ago, and has already pulled in $90 million without shipping a single product. nobody is betting on a robot here. they're betting she can build the world robots learn inside 🧵" / X](https://x.com/decepticons0101/status/2092904684730081387) Post Log in Sign up Post Shuddhatma Jain on X: "Sanja Fidler quit her job running NVIDIA's Toronto AI lab, started a company three months ago, and has already pulled in $90 million without shipping a … - [Axis Robotics × Booster: From Digital Twins to a Robot Data Engine](https://x.com/axisrobotics/status/2092884880430661971) Back How task-aligned simulation, real demonstrations, and continued pretraining can make each new Booster task easier to build than the last. Robot learning has a model problem. More importantly, it … - [How Many Humanoid Robots Have Actually Been Sold in 2026? - Humanoid Analytics](https://x.com/HumanoidAn/status/2092885499556077961) Close Menu - Companies - Company Tracker - Deployment Tracker - Funding Tracker - Deployments - Technology - Funding - Markets - Our Services X (Twitter) Mastodon LinkedIn Switch to Dark Design - easi… - [@WWTLitee on X](https://x.com/WWTLitee/status/2092840562143772769) 机器人泡沫破了？ 中国巨头Unitree上市估值660亿，转眼腰斩，投资人都在追什么？ 物理AI现在是风投的宠儿，大把银子砸进去，就想把聊天机器人的技术搬到机器人身上。 可Unitree股价崩得这么快，分析师说根源就一个：机器人身体是灵活了，脑子却不会干活。 开发者大会上人头攒动，比去年多了三倍，但每个展台都在喊“数据荒”，缺好数据喂给AI模型。 物理AI还卡在GPT-2时代，想要突破，得堆更多数… - [China can build kung fu-fighting robots. But it can’t get them to do factory work | Reuters](https://x.com/Reuters/status/2093008136097702201) Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv LIUZHOU, China - Inside a training center in southern China, more than 100 humanoid … - [@heyshrutimishra on X](https://x.com/heyshrutimishra/status/2092819832534405215) Unitree's humanoid robots went viral doing kung fu at China's New Year Gala. Search volume jumped 300%. Orders doubled within hours. Then the company went public on Shanghai's STAR Market. The IPO rai… - [Hyundai Says Atlas Will Not Replace Workers — One Day After Settling a Strike Over Exactly That | Humanoids Daily](https://x.com/humanoidsdaily/status/2092740773548609759) Search articles Key Takeaways Show all - CEO José Muñoz told investors that Hyundai's US robot plant will start production in 2028 with 30,000 units of annual capacity, calling it "the world's first l… - [Asimov 1 DIY Humanoid Kits Begin Shipping as Team Details Final Costs | Humanoids Daily](https://x.com/humanoidsdaily/status/2092725384684986807) Search articles Key Takeaways Show all - The first production batch of the open-source Asimov 1 DIY humanoid kit is shipping to early builders after moving through fabrication. - Pricing is finalized … - [How to Train a Cross-Embodiment Robot Navigation Policy with AI Agents | NVIDIA Technical Blog](https://x.com/NVIDIARobotics/status/2093381258243895657) Technical Blog Subscribe Related Resources Robotics English한국어中文 How to Train a Cross-Embodiment Robot Navigation Policy with AI Agents Aug 26, 2026 By Yan Chang, Mihir Acharya, Wei Liu, Katie Washaba… - [Agility on X: "Whole-body range of motion, stress-tested by a workout class. Every joint in sync — timing, velocity, balance. The same control Digit uses on a real warehouse floor. #Agility #DigitRobot" / X](https://x.com/agilityrobotics/status/2092704763892937082) Post Log in Sign up Post Agility on X: "Whole-body range of motion, stress-tested by a workout class. Every joint in sync — timing, velocity, balance. The same control Digit uses on a real warehouse f… - [Robert Scoble on X: "This San Francisco robot can “see” you even if you are standing behind it thanks to a new array microphone that @lightberry and built. As soon as you open your mouth that is. It can recognize you speaking to it. And can track a variety of people standing around the robot. Li… / X](https://x.com/Scobleizer/status/2093203727960461647) Post Log in Sign up Post Robert Scoble on X: "This San Francisco robot can “see” you even if you are standing behind it thanks to a new array microphone that @lightberry and built. As soon as you open… - [Rhys on X: "Cool to see a bunch of new robotics foundation model releases: π0.7 from @physical_int GEN-1.5 from @generalistAI S1 from @SkildAI Feels like the GPT-3 moment for robotics. Robot Models are Few-Shot Learners!" / X](https://x.com/RhysLindmark/status/2092684832199639136) Post Log in Sign up Post Rhys on X: "Cool to see a bunch of new robotics foundation model releases: π0.7 from @physical\int GEN-1.5 from @generalistAI S1 from @SkildAI Feels like the GPT-3 moment for … - [@TheRundownAI on X](https://x.com/TheRundownAI/status/2092682059563299136) Sam Altman told TIME that by the end of this year, OpenAI will have an internal system he would call AGI. A few other eye-opening quotes from the interview: "I expect this will be the first model wher… - [@lightberry on X](https://x.com/lightberry/status/2092670047357751765) Lumi is also the best humanoid for builders: 🤖 Head: shake, nod, tilt 👂 I/O: stereo cams, 360º mic array, loud speakers 👕 Body: G1-compatible 🧠 Compute: NVIDIA Thor 🖐️ Hands: parallel grippers - [Lightberry on X: "MEET LUMI THE WORLD'S MOST INTERACTIVE ROBOT Assembled in SF, shipping in 2026 💛" / X](https://x.com/TheHumanoidHub/status/2092678508329988480) Post Log in Sign up Post Lightberry on X: "MEET LUMI THE WORLD'S MOST INTERACTIVE ROBOT Assembled in SF, shipping in 2026 💛" - Lightberry @lightberry MEET LUMI THE WORLD'S MOST INTERACTIVE ROBOT Asse… - [Humanoids are for marketing, robots are the real business](https://x.com/vector__news/status/2092669106319167753) READ00% The Apollo that Apptronik showed the world at the end of June has two legs, a torso, a head and the general proportions of a five-foot-eight adult. The Apollo its paying customers keep asking … - [Open roles with founders hailing from NVIDIA, Citadel, Palantir, and MIT](https://x.com/katiekirsch/status/2092664309528883528) SubscribeSign in Discover more from a16z Jobs New jobs every day. Subscribe By subscribing, you agree Substack's Terms of Use, and acknowledge its Information Collection Notice and Privacy Policy. Alr… - [Dynamo Dispatch (2026/08/24) - by Santosh Sankar](https://x.com/ThisIsDynamo/status/2092645452168520089) Dispatch by Dynamo Ventures SubscribeSign in Discover more from Dispatch by Dynamo Ventures The signal in the noise of the industrial renaissance. Each week, we distill the headlines that matter acros… - [Brett Adcock on X: "We're now over 43,000 weekly active users collecting data to train Helix, our AI model for F.03 robots This data collection project, Index, is our answer to the data problem: the largest useful robot training dataset in the world Extrapolate out, and this is the pretraining ne… / X](https://x.com/_Armitage__/status/2092656782888087910) Post Log in Sign up Post Brett Adcock on X: "We're now over 43,000 weekly active users collecting data to train Helix, our AI model for F.03 robots This data collection project, Index, is our answer t… - [@antopatrex1 on X](https://x.com/antopatrex1/status/2092616347792580997) scaling laws do not apply to physical AI yet. i'll say it again. scaling laws do not apply to physical AI. chelsea finn from physical intelligence showed this during her YC talk. they trained pi0.7 to… - [Robot brain builders are pushing out of their GPT-2 era | TechCrunch](https://x.com/HarryMellsop/status/2092651092026728509) Checking your Browser… Verifying... Stuck? Troubleshoot Success! Verification failed Troubleshoot Verification expired Refresh Verification expired Refresh Troubleshoot Cloudflare, opens in a new tab … - [@UnitreeStore_SH on X](https://x.com/UnitreeStore_SH/status/2092555273936503147) Unlock unlimited sports potential (Extra large joint movement space angle, 23~43 joints) Force control of dexterous hands, manipulation of all thingsImitation & reinforcement learning driven Robot wor… - [@zhodonx on X](https://x.com/zhodonx/status/2092555239282843992) I’ve said before that I think Google & DeepMind are playing a longer game with models. This is still a firm stance. Because a lot of the time, i think people look at Google’s model strategy too narrow… - [@0xconglomerate on X](https://x.com/0xconglomerate/status/2092554990829379730) Is it really possible for a robot to learn a new task from one human video, with zero fine-tuning? I’ve read a lot of hype around Skild’s S1, with some already calling it robotics’ “ChatGPT moment.” T… - [Axis Robotics × Binance Wallet Campaign: Participation Guide](https://x.com/axisrobotics/status/2092505850024014172) Back Axis Robotics launches an exclusive robot-data campaign on Binance Wallet. Binance Keyless Wallet users get their own task set on Axis Hub and their own reward pool of 1,500,000 Axis Points, sepa… - [@techniahqrobot on X](https://x.com/techniahqrobot/status/2092468257085165754) AgiBot is leading the humanoid robot shipment race. According to this H1 2026 market share graphic: • AgiBot: 43.1% • Unitree: 31.1% • Galbot: 5.0% • UBTECH: 4.4% • Leju Robotics: 2.9% • Others: 13.4%… - [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2092388111083065555) Figure takes vertical integration to another level. Figure built its own egocentric data collection pipeline. Index is a crowdsourcing platform where anyone can collect data. - 264K app downloads acro… - [From Robot Development to Deployment with Isaac GR00T & Jetson Thor | AddEvent](https://x.com/NVIDIARobotics/status/2092373249824800997) From Robot Development to Deployment with Isaac GR00T & Jetson Thor schedule Wednesday, August 26, 11:00am - 12:00pm (CDT) print Share - Facebook - Twitter - LinkedIn - Google Plus - Whatsapp - VK - S… - [huaijiang on X: "ok, so if i understood this correctly, the “in-context learning” ability was essentially baked into the model at training time. roughly speaking, the policy is trained to do something like: (demo video, current obs) → action this is quite different from in-context learning in llm… / X](https://x.com/xdofai/status/2092426989542297943) Post Log in Sign up Post huaijiang on X: "ok, so if i understood this correctly, the “in-context learning” ability was essentially baked into the model at training time. roughly speaking, the policy i… - [Brad Porter on X: "The best case for wheels I've heard came from the guy who has taught legged locomotion at MIT for 20 years. AMR safety cases assume you slow proportional to distance and come to rest. A balancing biped may need to take steps to stop. The safety zone explodes and the robot ends u… / X](https://x.com/RussTedrake/status/2092440761807610336) Post Log in Sign up Post Brad Porter on X: "The best case for wheels I've heard came from the guy who has taught legged locomotion at MIT for 20 years. AMR safety cases assume you slow proportional to… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2092314785798828322) Humanoid BOM model: Current humanoid BOM = ~$68k based on channel checks across 3 humanoid OEMs (UK and US). - Actuation = 33.8% of current BOM - Dextrous hands = 30.3% - Structure = 7.6% - Sensing = … - [@rohanpaul_ai on X](https://x.com/rohanpaul_ai/status/2092312459382235407) Robotics is more and more getting close to get its version of in-context learning. Skild just released S1, a robot foundation model that uses video demonstrations to define tasks instead of language i… - [@DeryaTR_ on X](https://x.com/DeryaTR_/status/2092312053272707504) This is super exciting advance in robotics AI! I believe S1 is the most impressive robot foundation model I had seen! S1, is a robot foundation model built to learn new manipulation tasks through in-c… - [Agility on X: "We're hiring a Senior AI Software Engineer, Reinforcement Learning. Develop and deploy RL policies for locomotion, whole-body control, and manipulation — on a humanoid robot already working in production facilities. Build with us: https://t.co/b2Gs1xW7st #Agility" / X](https://x.com/agilityrobotics/status/2092309910793130488) Post Log in Sign up Post Agility on X: "We're hiring a Senior AI Software Engineer, Reinforcement Learning. Develop and deploy RL policies for locomotion, whole-body control, and manipulation — on a h… - [@gupta_abhinav_ on X](https://x.com/gupta_abhinav_/status/2092309532500463836) @0fir0z @deepakpathak In the silicon valley world the race for robotics companies is to be similar to LLMs. But actually robotics needs many more concepts from computer vision. We are proud to say S1 … - [Markets surge, track records fall, and in-context learning hits physical AI](https://x.com/humanoidsdaily/status/2092310040015253587) - Home - Posts - Markets surge, track records fall, and in-context learning hits physical AI Markets surge, track records fall, and in-context learning hits physical AI Unitree’s market whiplash, an 8… - [Figure on X: "We are now on a path to 100x, and are committed to spend over $1B the next 12 months on data and compute Index is laying the groundwork for ordering robots as a service. Today, you have people coming to help clean your house; eventually, a robot will do everything for you" / X](https://x.com/Figure_robot/status/2092305525916794951) Post Log in Sign up Post Figure on X: "We are now on a path to 100x, and are committed to spend over $1B the next 12 months on data and compute Index is laying the groundwork for ordering robots as a … - [Figure on X: "By the numbers: → While in stealth, we crossed 264,000 app downloads → Uploading over 30 min of video very second → Over 16M video uploads → Paid out $15M to date Weekly active users is now over 43,000" / X](https://x.com/Figure_robot/status/2092305015075729587) Post Log in Sign up Post Figure on X: "By the numbers: → While in stealth, we crossed 264,000 app downloads → Uploading over 30 min of video very second → Over 16M video uploads → Paid out $15M to dat… - [Figure on X: "We've now collected data in 108 countries to date Here's a global map of our collection, now updating live on our website, each point of light represents a real world contributions to our dataset" / X](https://x.com/Figure_robot/status/2092304775035662813) Post Log in Sign up Post Figure on X: "We've now collected data in 108 countries to date Here's a global map of our collection, now updating live on our website, each point of light represents a real … - [Brett Adcock on X: "We are now on a path to 100x, and are committed to spend over $1B the next 12 months on data and compute Index is laying the groundwork for ordering robots as a service. Today, you have people coming to help clean your house; eventually, a robot will do everything for you" / X](https://x.com/adcock_brett/status/2092304764684128285) Post Log in Sign up Post Brett Adcock on X: "We are now on a path to 100x, and are committed to spend over $1B the next 12 months on data and compute Index is laying the groundwork for ordering robots… - [@chris_j_paxton on X](https://x.com/chris_j_paxton/status/2092304651995529392) This is the mark of a general purpose robot foundation model -- that it can be taught tasks from examples without training. We saw an early version of this from rhoda and a solid one last week from ge… - [Figure on X: "The data needed to scale a truly general purpose robots doesn't exist on the internet - it has to come from the real world For the last 4 months, we’ve been building a Figure-exclusive pipeline to scale data collection at higher throughputs. Today, we’re coming out of stealth" / X](https://x.com/Figure_robot/status/2092304596278694350) Post Log in Sign up Post Figure on X: "The data needed to scale a truly general purpose robots doesn't exist on the internet - it has to come from the real world For the last 4 months, we’ve been buil… - [Brett Adcock on X: "The data needed to scale a truly general purpose robots doesn't exist on the internet - it has to come from the real world For the last 4 months, we’ve been building a Figure-exclusive pipeline to scale data collection at higher throughputs. Today, we’re coming out of stealth" / X](https://x.com/adcock_brett/status/2092304283865891009) Post Log in Sign up Post Brett Adcock on X: "The data needed to scale a truly general purpose robots doesn't exist on the internet - it has to come from the real world For the last 4 months, we’ve bee… - [Brett Adcock on X: "Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the next 12 months on data & com… / X](https://x.com/humanoidsdaily/status/2092317847645032776) Post Log in Sign up Post Brett Adcock on X: "Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16… - [Brett Adcock on X: "Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the next 12 months on data & com… / X](https://x.com/adcock_brett/status/2092303633559982106) Post Log in Sign up Post Brett Adcock on X: "Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16… - [Brett Adcock on X: "Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the next 12 months on data & com… / X](https://x.com/HumanoidInvest/status/2092397968041066740) Post Log in Sign up Post Brett Adcock on X: "Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16… - [Figure on X: "Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos" / X](https://x.com/stretchcloud/status/2092379241476247839) Post Log in Sign up Post Figure on X: "Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000… - [Figure on X: "Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos" / X](https://x.com/Figure_robot/status/2092303621392376314) Post Log in Sign up Post Figure on X: "Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000… - [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2092301463989203250) Show it a single human demonstration of a long-horizon task and the robot performs it right away. No fine-tuning, no retraining. Skild has released S1, a robot foundation model where you specify the t… - [Skild AI on X: "We found that to match the accuracy that S1 can achieve with just one example of prompting, current VLA models would need to be post-trained with 50-100 hours of data collection followed by fine-tuning!" / X](https://x.com/SkildAI/status/2092300859317330378) Post Log in Sign up Post Skild AI on X: "We found that to match the accuracy that S1 can achieve with just one example of prompting, current VLA models would need to be post-trained with 50-100 hours … - [@SkildAI on X](https://x.com/SkildAI/status/2092300854359625814) Compared to conventional VLAs, S1 is a step-change improvement. For known tasks, S1 can match the performance of language-prompted VLAs. For novel tasks, S1 exponentially outperforms any existing lang… - [Skild AI on X: "S1 learns new tasks like a language model. You prompt it with a video demonstration, and it outputs robot actions to complete the task in any environment and in any embodiment." / X](https://x.com/SkildAI/status/2092300850492481818) Post Log in Sign up Post Skild AI on X: "S1 learns new tasks like a language model. You prompt it with a video demonstration, and it outputs robot actions to complete the task in any environment and i… - [Skild AI on X: "The first time S1 flipped a pancake, we assumed pancake flipping must have been in its pre-training data. We searched our whole pre-training data and found no examples of flipping. S1 inferred the out-of-distribution task from one video prompt." / X](https://x.com/SkildAI/status/2092300848034635790) Post Log in Sign up Post Skild AI on X: "The first time S1 flipped a pancake, we assumed pancake flipping must have been in its pre-training data. We searched our whole pre-training data and found no … - [Skild AI on X: "Introducing S1, our new foundation model that learns from one example. It can be taught 10-minute long tasks that it has never seen before, from one video prompt without any fine-tuning. Watch S1 operate in real-time via in-context learning:" / X](https://x.com/Scobleizer/status/2092306192773345691) Post Log in Sign up Post Skild AI on X: "Introducing S1, our new foundation model that learns from one example. It can be taught 10-minute long tasks that it has never seen before, from one video prom… - [Skild AI on X: "Introducing S1, our new foundation model that learns from one example. It can be taught 10-minute long tasks that it has never seen before, from one video prompt without any fine-tuning. Watch S1 operate in real-time via in-context learning:" / X](https://x.com/SkildAI/status/2092300842900865389) Post Log in Sign up Post Skild AI on X: "Introducing S1, our new foundation model that learns from one example. It can be taught 10-minute long tasks that it has never seen before, from one video prom… - [@humanoidsdaily on X](https://x.com/humanoidsdaily/status/2092300599249260623) Skild AI's S1 takes a video demonstration as its prompt. No language instruction, no fine-tuning. Show it a task it has never seen, and it gets 66% of the steps right. Describe that same task in words… - [@elonmusk on X](https://x.com/elonmusk/status/2092300124110385579) Megatons to orbit & beyond is a critical piece of the K2 puzzle. The other parts are: massive amounts of solar cell production, AI chip production, millions of humanoid (general purpose) robots and a … - [@fuzzyxbt on X](https://x.com/fuzzyxbt/status/2092281195606200649) Figure 03 can now climb a ladder fully autonomously. No remote operator. No scripted sequence. The robot has to see the ladder, coordinate its hands and feet, continuously shift its weight, and mainta… - [NVIDIA Announces Jetson Orin Nano 2 Robotics Computer to Redefine Entry-Level Edge AI | NVIDIA Newsroom](https://x.com/NVIDIARobotics/status/2092267694565249127) NVIDIA Announces Jetson Orin Nano 2 Robotics Computer to Redefine Entry-Level Edge AI August 25, 2026 News Summary: - NVIDIA Jetson Orin Nano 2, a new robotics computer for entry-level edge AI, enable… - [@continuumlabs_ on X](https://x.com/continuumlabs_/status/2092260464675922160) A robot can learn to perform a task almost perfectly in simulation, then fail when it encounters the real world. That’s the sim-to-real gap. In simulation, everything is controlled: lighting is predic… - [@spaceandtech_ on X](https://x.com/spaceandtech_/status/2092234492266361018) The Unitree G1 humanoid robot can drive a go-kart, controlling the steering wheel and pedals around an indoor track. It can handle tight corners and even perform controlled drifts. Developed with Symb… - [Why Boston Dynamics Gave Their Atlas Robot a Head](https://x.com/LaughingSquid/status/2092265865831964865) Skip to content No results embeds.beehiiv.com embeds.beehiiv.com is blocked This page has been blocked by an extension - Try disabling your extensions. ERR\BLOCKED\BY\CLIENT Reload This page has been … - [China’s Robot Boom Tests Investor Discipline](https://x.com/auditchina/status/2092223559615512825) Today’s Stocks Berkshire HathawayBRK.B $502.87-2.13(-0.42%) JPMorgan ChaseJPM $355.95-1.68(-0.47%) VisaV $380.67-0.94(-0.24%) Eli Lilly & CoLLY $1,155.73-18.88(-1.61%) MastercardMA $592.53-2.77(-0.47%… - [NEURA Gym: Physical AI Training and Infrastructure | NEURA](https://x.com/NEURARobotics/status/2092183035747700844) Skip to content The Fastest Path from Human Expertise to Deployable Robot Skills Get in contact \\ \\ The Challenges Facing Industrial Leaders Today Physical AI needs real-world training data: vision,… - [中国机器人“跑赢”博尔特，这意味着什么？ - 纽约时报中文网](https://x.com/RFAChinese/status/2092672676141654233) 中国 - 中文中 - 中英双语双语 - 英文 英 YAN ZHUANG2026年8月25日 Achmad Ibrahim/Associated Press 2009年，尤塞恩·博尔特在柏林世界田径锦标赛上创造了9.58秒的男子 100米短跑世界纪录。据中国官方媒体报道，上周六，由中国公司北京人形机器人创新中心有限公司(X-Humanoid)开发的一款人形机器人以0.19秒的优势打破了该纪录。这台机… - [@maganjot79705 on X](https://x.com/maganjot79705/status/2092155986027110708) the most interesting hardware in robotics isn't robots. @sundayrobotics built a skill capture glove so regular people can record chores. proception built a glove for dexterous hand data. UMI turned gr… - [@RobotFightMMA on X](https://x.com/RobotFightMMA/status/2092140355374264434) 🤖 Major robotics funding news! XPeng's humanoid robot unit Dogotix raises $900M at $6.3B valuation - setting record for China's embodied AI sector. Meanwhile Skild AI hits $14B valuation with $1.4B S… - [Introducing Index: Building The World’s Largest and Most Diverse Physical Dataset](https://www.figure.ai/news/introducing-index) Introducing Index: Building The World’s Largest and Most Diverse Physical Dataset August 25, 2026 Today we're coming out of stealth with the most diverse robot training dataset ever built. The data ne… - [🤖🍨 Sundae Robotics 06: V-JEPA 2 & Predicting Physical Intelligence · Luma](https://x.com/EdmondIsARobot/status/2092037991619530779) Hosted By Edmond Jono Hart James (Jingxi) Xu Mene Mazarakis Angela Zhang Manfredi Bernardi Adam 134 Went Akshobhya Gupta, Hannah Tsui and 132 others Contact the Host Report Event AI 🤖🍨 Sundae Roboti… - [Unitree Claims New Humanoid Robot Outruns Usain Bolt](https://x.com/danielM1960/status/2094938255418626081) Robotics Unitree Claims New Humanoid Robot Outruns Usain Bolt The flashy company, which recently completed a blockbuster IPO, appears to be leading the pack of humanoid robot makers. Edd Gent Aug 24, … - [XPeng Motors humanoid robot unit Dogotix raises $900M - The Robot Report](https://x.com/ologicinc/status/2094455408803086387) The Robot Report Continue to Site Facebook X LinkedIn Reddit Pinterest Share XPeng’s Dogotix unit is developing the IRON humanoid robot. Source: XPeng Like other global automakers, XPeng Motors is bra… - [Seohong Park on X: "Behavioral cloning mystery https://t.co/VqxzvcfGSx I wrote a new blog post about "mysteries" in behavioral cloning that appear with real-world robot data (e.g., overfitting is "good"). I also tried to demystify them and shared my thoughts!" / X](https://x.com/svlevine/status/2092464628815241618) Post Log in Sign up Post Seohong Park on X: "Behavioral cloning mystery https://t.co/VqxzvcfGSx I wrote a new blog post about "mysteries" in behavioral cloning that appear with real-world robot data (… - [RoboPapers on X: "Instead of choosing between training a world model and training a language conditioned robot policy, why not do both? LDA-1B s a new foundation model that is trained on 30,000 hours of human and robot interaction data. Part of the secret is that LDA-1B jointly learns forward … / X](https://x.com/chris_j_paxton/status/2091877313872834800) Post Log in Sign up Post RoboPapers on X: "Instead of choosing between training a world model and training a language conditioned robot policy, why not do both? LDA-1B s a new foundation model that is… - [@RoboPapers on X](https://x.com/RoboPapers/status/2091877173292356012) Instead of choosing between training a world model and training a language conditioned robot policy, why not do both? LDA-1B s a new foundation model that is trained on 30,000 hours of human and robot… - [@axisrobotics on X](https://x.com/axisrobotics/status/2091797746114244876) Axis Weekly Last week, we closed the remaining replay and runtime gaps between the browser, policy server, and physics stack — then scaled the coverage of our task generation engine (TaskGen). An arti… - [@macklorden on X](https://x.com/macklorden/status/2091793936088187168) Most of these VCs dumping millions into humanoid robot startups are just idiots with FOMO. They're all betting that everyone and their mothers will be buying humanoid robots to do multiple types of wo… - [Improving Robot Manipulation Policies with Verifiable Short Correction Snippets](https://x.com/axisrobotics/status/2090712182598312206) 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 in… - [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2090662734551818253) Generalist AI just released GEN-1.5. It might be robotics' GPT-3 moment. What is one-shot learning via in-context prompting? In the case of language models like GPT-3, including a Q&A example in the p… - [@frontrunvc on X](https://x.com/frontrunvc/status/2090537235229647249) adding a few we've flagged on @frontrunvc 🫡 - Sydekick (@sydekickbot) - @krshnrana - Houmanoids (@houmanoids) - @aphex - robomyne (@robomyne) - Mesoware (@MesowareInc) - Spring Silicon (@spring_silic… - [From Archive to Production: A Hybrid Workflow with Marble | World Labs](https://x.com/theworldlabs/status/2090479434927411551) Aug 12, 2026How Promise used Marble to transform archival imagery into immersive 3D environments for Harlan Coben’s Final Twist. From Archive to Production: A Hybrid Workflow with Marble Using Hybrid … - [Will Knight on X: "I'm usually wary about talk of "the ChatGPT moment for robots" because language is less complex than the physical world. After visiting @GeneralistAI, though, where I saw their robots perform impressive manipulation with just a prompt, I think you can see it happening in a limite… / X](https://x.com/peteflorence/status/2090481991343116329) Post Log in Sign up Post Will Knight on X: "I'm usually wary about talk of "the ChatGPT moment for robots" because language is less complex than the physical world. After visiting @GeneralistAI, thoug… - [Cosmos 3 Post-Training in Action With Aigen and Linker Vision | Cosmos Labs - Live Broadcast by NVIDIA Robotics / X](https://x.com/NVIDIARobotics/status/2090469297667920292) \\ \\ REPLAY NVIDIA Robotics @NVIDIARobotics Cosmos 3 Post-Training in Action With Aigen and Linker Vision \| Cosmos Labs Scan to get the app - [Anirudha Majumdar on X: "Very cool work, Pete! I'm curious if you've tried an extreme version of this: no in-context example at all; just place objects in front of the robot and see if it can infer the task. I suspect this will have non-trivial success rates, which would also allow you to figure … / X](https://x.com/peteflorence/status/2090592251286335962) Post Log in Sign up Post Anirudha Majumdar on X: "Very cool work, Pete! I'm curious if you've tried an extreme version of this: no in-context example at all; just place objects in front of the robot a… - [@DrJimFan on X](https://x.com/DrJimFan/status/2090465981240086992) Seeing a hype wave around GEN-1.5, and rightfully so. Lots of respect to Pete & Andy for executing so well. The secret is in the naturally repetitive motions in human-collected data. There're 2 main s… - [Jason Shuman on X: "Too many Physical AI founders are obsessed with the technology. The team at Dandy is obsessed with the outcome. Over the last 18 months, Dandy has become a leading Physical AI business that is delivering the highest quality crowns at industry leading prices. And under the h… / X](https://x.com/HarryMellsop/status/2090481638908314082) Post Log in Sign up Post Jason Shuman on X: "Too many Physical AI founders are obsessed with the technology. The team at Dandy is obsessed with the outcome. Over the last 18 months, Dandy has become a… - [@spaceandtech_ on X](https://x.com/spaceandtech_/status/2090437376766312589) Humanoid robots often struggle with tasks that involve many steps and require them to recover from mistakes. Flexion Robotics developed Reflect V1.0, a robotics intelligence platform designed to help … - [Ability Neurotech Infrared BCI to Begin Human Trials - IEEE Spectrum](https://x.com/IEEESpectrum/status/2094795008146633118) IEEE.org IEEE Xplore IEEE Standards IEEE Job Site More Sites Sign In Join IEEE The September issue of IEEE Spectrum is here! Download PDF ↓ Close bar Return to homepage Brain Implant Uses Infrared Lig… - [Booster Robotics on X: "Excited to see our work featured in Science Robotics. This research explores a new vision-driven controller for humanoid soccer, tested on Booster Robotics’ humanoid robots in real-world competitive settings. From research to the field, we’re pushing humanoid soccer forwa… / X](https://x.com/axisrobotics/status/2091846027422978139) Post Log in Sign up Post Booster Robotics on X: "Excited to see our work featured in Science Robotics. This research explores a new vision-driven controller for humanoid soccer, tested on Booster Robo… - [FAQ | AXIS ROBOTICS](https://x.com/axisrobotics/status/2090351676880486648) 01Getting Started16 What do I need to use Axis Hub? A modern browser (Chrome, Firefox, Safari, or Edge) on a desktop or laptop. No GPU, no downloads, no special hardware. The physics engine — MuJoCo, … - [Mecka — The Data Engine for Physical AI](https://x.com/SeonhyeGu/status/2090341438764843480) Document Index✕ - 01 Meet Mecka - 02 The Challenge - 03 The Mecka Loop - 04 Signal & Action Primitives - 05 Platform & Egoverse - 06 Contact - 07 FAQ - → Careers 01 /Telemetryreal-world sensorfusion02… - [Shareholder Letter — August 2026 | RoboStrategy](https://x.com/Rewkang/status/2092237850834342072) 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 RoboStrate… - [Generalist on X: "Or when fine-tuned to place a block into a bowl, it can clear obstacles (like a piece of paper covering the bowl) to complete the task, despite that not being in the demonstrations." / X](https://x.com/humanoidsdaily/status/2090545339480613045) Post Log in Sign up Post Generalist on X: "Or when fine-tuned to place a block into a bowl, it can clear obstacles (like a piece of paper covering the bowl) to complete the task, despite that not bein… - [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](https://x.com/chris_j_paxton/status/2090270734816092334) 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… - [Post-Train NVIDIA Cosmos 3 Edge for On-Device Robot Control | NVIDIA Technical Blog](https://x.com/NVIDIARobotics/status/2095179993974260168) Technical Blog Subscribe Related Resources Robotics Post-Train NVIDIA Cosmos 3 Edge for On-Device Robot Control Aug 19, 2026 By Saeed Babamohamadi +12 Like Discuss (0) - L - T - F - R - E AI-Generated… - [Unitree Robotics surges 629% to US$66 billion valuation in Shanghai share debut | South China Morning Post](https://x.com/pcdoctor_kam/status/2092172641079537915) Edition: International SUBSCRIBE Get unlimited access to the SCMP HIGHLIGHTS Donald Trump’s China policy\\ NEW US-China relations Hong Kong economy News Hong Kong China Economy Asia World Sport This W… - [Introducing S1: In-Context Learning for Robotics | Skild AI](https://x.com/SkildAI/status/2092300864904126685) 0:00 / 0:00 1× Introducing S1: In-Context Learning for Robotics Unseen tasks10-minute horizonsOne video promptNo post-training 13-minute read Contents Introduction Why In-Context Learning for Robotics… - [Introducing S1: In-Context Learning for Robotics | Skild AI](https://x.com/deepakpathak/status/2093512202083086641) 0:00 / 0:00 1× Introducing S1: In-Context Learning for Robotics Unseen tasks10-minute horizonsOne video promptNo post-training 13-minute read Contents Introduction Why In-Context Learning for Robotics… - [AME Agent Swarms Quietly Rewrite the Workflow - IEEE Spectrum](https://spectrum.ieee.org/amd-agent-swarms) IEEE.org IEEE Xplore IEEE Standards IEEE Job Site More Sites Sign In Join IEEE Return to homepage From AI Copilots to Agent Swarms Share FOR THE TECHNOLOGY INSIDER Search: Explore by topic Aerospace A… - [Theo Gage on X: "https://t.co/cIZx4OHoeU" / X](https://x.com/realtheogg/status/2094825675433693205) Post Log in Sign up Post - Theo Gage @realtheogg 3 Billion Humanoid Robots Could Exist. The Question Nobody Is Asking Is Where They’ll Live. Bank of America thinks the world will have 3 billion humano… - [Alternate Jones on X: "FWIW, I asked Grok 4.5 and Fable 5 the following: If a company first develops digital ASI and then uses it to engineer general-purpose humanoid robots, which company would be easier to disrupt: Tesla or SpaceX? Grok 4.5 (Expert): **Tesla is easier to disrupt.** An ASI-first… / X](https://x.com/smsehy/status/2095049471642231262) Post Log in Sign up Post Alternate Jones on X: "FWIW, I asked Grok 4.5 and Fable 5 the following: If a company first develops digital ASI and then uses it to engineer general-purpose humanoid robots, … - [Melvin Schwarz on X: "We deployed humanoid robots into a real factory in under 90 days! Today, we are coming out of stealth with Nucleus. Our team previously worked on some of robotics’ toughest challenges at 1X, Foundation, NEURA, Agile Robots, CERN and ESA. We have come together because Europ… / X](https://x.com/xmaquina/status/2095059245721113016) Post Log in Sign up Post Melvin Schwarz on X: "We deployed humanoid robots into a real factory in under 90 days! Today, we are coming out of stealth with Nucleus. Our team previously worked on some of… - [Hydra-0: Action Flow for Generalist World Modeling and Control | NVIDIA Isaac](https://x.com/NVIDIARobotics/status/2094515571501015339) Overview video Figure 1: Action flow as a shared control interface. Top: Hydra-0 learns from diverse interaction videos featuring egocentric human demonstrations, handheld UMI grippers, bimanual robot… - [Press-Information June 25th 2026](https://www.press.bmwgroup.com/canada/article/attachment/T0458794EN/651051) Press-Information June 25th 2026 BMW Group advances the use of Physical AI in production with Figure 03 project in Spartanburg - Figure AI demonstrates Figure 03 humanoid robots in new use case at BMW… - [5 Physical AI infrastructure platforms shaping robotics in 2026 - The Robot Report](https://www.therobotreport.com/5-physical-ai-infrastructure-platforms-shaping-robotics-in-2026) Facebook X LinkedIn Reddit Pinterest Share From accelerated computing and simulation to data operations, open-source tooling, validation engineering, and continuous learning, these five platforms repr… - [5 Physical AI infrastructure platforms shaping robotics in 2026 - The Robot Report](https://x.com/therobotreport/status/2094493447029670279) Facebook X LinkedIn Reddit Pinterest Share From accelerated computing and simulation to data operations, open-source tooling, validation engineering, and continuous learning, these five platforms repr… - [Gemini Robotics 2 brings whole body intelligence to robots — Google DeepMind](https://x.com/SkillupAi/status/2093896499465945235) 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… - [Gemini Robotics 2 brings whole body intelligence to robots — Google DeepMind](https://x.com/TheTechFuse/status/2094178345982607455) 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… - [TruthCapital on X: "The India EV Value Chain: A Crisp Investor's Map India's EV story has moved from experiment to industrial buildout — the government is targeting 30% EV penetration by 2030, and global capital is watching where India fits into the post-China supply chain. Here's the essence: who… / X](https://x.com/smsehy/status/2095049862396162208) Post Log in Sign up Post TruthCapital on X: "The India EV Value Chain: A Crisp Investor's Map India's EV story has moved from experiment to industrial buildout — the government is targeting 30% EV pen… - [BMW Group deploys Figure 03](https://www.therobotreport.com/bmw-group-deploys-figure-03-humanoid-after-tests-previous-version) The Robot Report Continue to Site Facebook X LinkedIn Reddit Pinterest Share Figure 03 adds tactile-sensor hands, palm cameras, wireless charging, and speech-to-speech audio over its predecessor. \| S… - [Sylvia Li on X: "Spent the day at Deep Tech Week and left with one strong conviction: the next wave of AI will not be won only by better models. It will be won by the infrastructure that lets intelligence touch the physical world. For anyone building in robotics, chips, manufacturing, energy, or… / X](https://x.com/smsehy/status/2095050189354742023) Post Log in Sign up Post Sylvia Li on X: "Spent the day at Deep Tech Week and left with one strong conviction: the next wave of AI will not be won only by better models. It will be won by the infrastr… - [Coupled Local and Global World Models for Efficient First Order RL](https://coupled-global-local-wm-rl.pages.dev/) Real-world tasks solved zero-shot by policies trained entirely inside our learned world models: Push-T with a tabletop manipulator (left), Ego-Centric Grasp and Lift with a G1 humanoid (centre), and E… - [Coupled Local and Global World Models for Efficient First Order RL](https://x.com/RoboPapers/status/2092642979466915921) Real-world tasks solved zero-shot by policies trained entirely inside our learned world models: Push-T with a tabletop manipulator (left), Ego-Centric Grasp and Lift with a G1 humanoid (centre), and E… - [Coupled Local and Global World Models for Efficient First Order RL](https://x.com/RoboPapers/status/2093005367567347970) Real-world tasks solved zero-shot by policies trained entirely inside our learned world models: Push-T with a tabletop manipulator (left), Ego-Centric Grasp and Lift with a G1 humanoid (centre), and E… - [Yann LeCun's AMI Labs raises $1.03B to build world models | TechCrunch](https://techcrunch.com/2026/03/09/yann-lecuns-ami-labs-raises-1-03-billion-to-build-world-models) Checking your Browser… Verifying... Stuck? Troubleshoot Success! Verification failed Troubleshoot Verification expired Refresh Verification expired Refresh Troubleshoot Cloudflare, opens in a new tab … - [Yann LeCun's AMI Labs raises $1.03B to build world models | TechCrunch](https://x.com/MikeTamir/status/2093444518494237175) Checking your Browser… Verifying... Stuck? Troubleshoot Success! Verification failed Troubleshoot Verification expired Refresh Verification expired Refresh Troubleshoot Cloudflare, opens in a new tab … - [Randall Briggs on X: "https://t.co/Qnqls6fiQn" / X](https://x.com/randallmbriggs/status/2093786123797770515) Post Log in Sign up Post - Randall Briggs @randallmbriggs When Everyone Gets to Live like a Billionaire I was inspired to write this article by Aaron Levie’s recent piece titled Jevons Paradox for Kno… - [Skild AI on X: "We built a robot brain that nothing can stop. Shattered limbs? Jammed motors? If the bot can move, the Brain will move it— even if it’s an entirely new robot body. Meet the omni-bodied Skild Brain:" / X](https://x.com/SkildAI/status/2092300861766856988) Post Log in Sign up Post Skild AI on X: "We built a robot brain that nothing can stop. Shattered limbs? Jammed motors? If the bot can move, the Brain will move it— even if it’s an entirely new robot b… - [An Electric New Era for Atlas | Boston Dynamics](https://x.com/BostonDynamics/status/1780603212359205323) We value your privacy We use cookies to enhance your browsing experience, serve personalized ads or content, and analyze our traffic. By clicking "Accept All", you consent to our use of cookies. Custo… - [Physical-Intelligence/openpi](https://github.com/Physical-Intelligence/openpi) # openpi openpi holds open-source models and packages for robotics, published by the [Physical Intelligence team](https://www.physicalintelligence.company/). Currently, this repo contains three types … - [OpenVLA:](https://arxiv.org/pdf/2406.09246) OpenVLA: An Open-Source Vision-Language-Action Model Moo Jin Kim∗,1 Karl Pertsch∗,1,2 Siddharth Karamcheti∗,1,3 Ted Xiao4 Ashwin Balakrishna3 Suraj Nair3 Rafael Rafailov1 Ethan Foster1 Grace Lam Panna… - [unitreerobotics/unitree_sdk2](https://github.com/unitreerobotics/unitree_sdk2) # unitree_sdk2 Unitree robot sdk version 2. ### Prebuild environment * OS (Ubuntu 20.04 LTS) * CPU (aarch64 and x86_64) * Compiler (gcc version 9.4.0) ### Environment Setup Before building or running … - [From Archive to Production: A Hybrid Workflow with Marble | World Labs](https://www.worldlabs.ai/case-studies/from-archive-to-production) Aug 12, 2026How Promise used Marble to transform archival imagery into immersive 3D environments for Harlan Coben’s Final Twist. From Archive to Production: A Hybrid Workflow with Marble Using Hybrid … - [NVIDIA/Isaac-GR00T](https://github.com/NVIDIA/Isaac-GR00T)
NVIDIA Isaac GR00T N1.7 Header

LeRobot, Hugging Face Robotics Library

[![Tests](https://github.com/huggingface/le… - [World Labs Atlas](https://www.worldlabs.ai/blog/atlas) September 1, 2026Introducing Atlas, our new omni world model for spatial intelligence. Atlas: A World Model for Spatial Intelligence World models generate, reconstruct, and simulate any possible world… --- Source: Roboterminal · https://roboterminal.app/topics/compute.md