Robotics_insights

What is true on Digit?

On this layer
Agility28GXO5Figure4Unitree4Amazon3NVIDIA3Mercado Libre2Schaeffler2Toyota Canada270,000-sq.-ft.-manufacturing-facility1Agibot1agility-robotics-robofab-facility1agilityrobotics1amazon-warehouses1BMW Spartanburg1bmw-spartanburg1Boston Dynamics1committed orders1early capital1Fcc1Figure_robot1Fremont1Galbot1H1 2026 global humanoid shipments1Huawei1Hyundai1J.P. Morgan1Leju1LimX Dynamics1Meta1NEURARobotics1robofab1RoboFab annual capacity1RoboFab Salem1robot production capacity1Shein1SoftBank1spanx1targeted public raise1Tesla1Toyota1TRON 21UBTech1XPeng1ZiNovaLabs1カナダ工場1トヨタ1現代自動車1
Who captures
Agility13Unitree2Nvidia1ZiNovaLabs1XPeng1現代自動車1SoftBank1Figure AI1
Sourced numbers
Digit's manipulation capabilities in varied environments.1 units“Digit uses to take on mixed loads and changing layouts on a real warehouse floor.”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
TRON 21 units“TRON 2 serves as a modular and extensible embodied robotic platform for multi-tool, multi-step tasks across large workspaces.”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
committed orders$300M“$300M+ in committed multi-year orders”@slinkyhammer on X
robot production capacity10,000 units“Capacity to eventually produce up to 10,000 robots annually”@slinkyhammer on X
Unitree's IPO performance.$40“Unitree has already dropped more than 40% from its debut high.”@HermesAtGoke on X
Agility SPAC valuation$2.5billion“go public via SPAC at $2.5 billion valuation”Agility: Digit at Amazon/Toyota/GXO; SPAC path at $2.5B; RoboFab 10k/yr
targeted public raise$600million“raising another $600 million publicly”Agility: Digit at Amazon/Toyota/GXO; SPAC path at $2.5B; RoboFab 10k/yr
early capital~$390million“~$390 million from early investors”Agility: Digit at Amazon/Toyota/GXO; SPAC path at $2.5B; RoboFab 10k/yr
Digit lifetime cost$400,000“Digit costs about $400,000 to buy and operate over its lifetime”Agility: Digit at Amazon/Toyota/GXO; SPAC path at $2.5B; RoboFab 10k/yr
RoboFab annual capacity10,000 units“RoboFab in Salem capable of producing 10,000 robots a year”Agility: Digit at Amazon/Toyota/GXO; SPAC path at $2.5B; RoboFab 10k/yr
Agility spend last year$100million“spent about $100 million last year”Agility: Digit at Amazon/Toyota/GXO; SPAC path at $2.5B; RoboFab 10k/yr
Agility operations spending$100million“it says it spent about $100 million last year on operations.”Oregon robotics company says the industry needs a reality check: ‘I really want to pop that bubble’ - oregonlive.com
Agility's Digit's operation hours65000 hrs“Agility’s Digit already accumulating 65,000+ hours of real-world operation.”@Tanminhday on X
H1 2026 global humanoid shipments22,000 units“global humanoid shipments 22,000 in H1”FCC Covered List + drone tariffs: US barriers vs China robotics scale
Digit's operational hours at GXO.65000 hrs“Digit is already working — 65k+ hours, 100k+ totes at GXO.”@CapitalSqueez on X
The number of totes Digit has handled.100,000 units“Digit is already working — 65k+ hours, 100k+ totes at GXO.”@CapitalSqueez on X
Digit's operational hours65000 hrs“Digit is now across nine customer sites with over 65,000 hours of operation.”@Coexisteven on X
Figure AI Figure 0290,000 units“achieving 90,000+ parts at over 99% placement accuracy.”Lucian Fogoros on X: "Figure AI's Figure 02 logged 1,250+ hours at BMW Spartanburg loading sheet-metal parts into welding fixtures, achieving 90,000+ parts at over 99% placement accuracy. Agility Robotics Digit accumulated 65,000+ hours across 9 commercial facilities." / X
Agility Robotics Digit65000 hrs“Agility Robotics Digit accumulated 65,000+ hours across 9 commercial facilities.”Lucian Fogoros on X: "Figure AI's Figure 02 logged 1,250+ hours at BMW Spartanburg loading sheet-metal parts into welding fixtures, achieving 90,000+ parts at over 99% placement accuracy. Agility Robotics Digit accumulated 65,000+ hours across 9 commercial facilities." / X
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Event / capture
11:04 PM ETAgility
@CapitalSqueez on X

$CCXI Jeff Bezos just followed Chris Paxton. Paxton is one of the sharpest minds in embodied AI — currently at Agility Robotics (Digit), previously Meta and NVIDIA. He lives and breathes the hard problems: sim-to-real, faster-than-demo execution, generalist robot policies, force-aware manipulation. This isn’t a random follow. Amazon already invested in Agility and ran Digit pilots in its warehouses. @agilityrobotics @HumanoidInvest @slinkyhammer @SCSQ2022 @valueInIdeas @chris_j_paxton

7:55 AM ETNvidia
@CrossedOffCap on X

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 and their method of navigating the world takes off, Nvidia stands to make more money. It’s more compute/ GPU heavy versus @agilityrobotics’s digits which focuses on the mechanical design to stay up right and balanced. The interesting thing with Nvidia is that they’ve used Digit several times as a launch partner over Figure, most notably with Halos. This has given Agility their touted competitive…

11:01 AM ETAgility Robotics
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

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 and changing layouts on a real warehouse floor. \#Agility \#DigitRobot" - Agility @agilityrobotics 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 00:00 View media 11:01 AM · Sep 2, 20261.6KViews 5 2 29 - cyberprince…

11:53 PM ETAgility Robotics
@CapitalSqueez on X

$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 is already on live floors moving totes and tending machines. NVIDIA is not a distant partner here. Agility is an NVentures portfolio company, Digit’s onboard brain is moving onto Jetson / IGX Thor @agilityrobotics @HumanoidInvest @slinkyhammer @SCSQ2022 @valueInIdeas @chris_j_paxton

10:31 PM ETZIZiNovaLabs
LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows. @ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, includi… / X

Post Log in Sign up Post LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows. @ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, including formwork assembly, multi-layer rebar placement and tying. TRON 2 serves as a modular and extensible embodied robotic platform for multi-tool, multi-step tasks across large workspaces. Its dual arms handle construction tools and materials across different orientations and…

4:33 PM ETAgility Robotics
@slinkyhammer on X

🚨 $CCXI / AGILITY ROBOTICS 🤖 The closer we get to the merger, the more this story starts looking REAL. New information coming out around Agility and Digit V5 is showing: • $300M+ in committed multi-year orders • 30+ additional customers in the pipeline • Digit already deployed with major companies including Amazon, GXO, Toyota & Schaeffler • 70,000 sq. ft. manufacturing facility • Capacity to eventually produce up to 10,000 robots annually • Digit V5 commercial launch coming And remember — this isn’t some robotics company with nothing but a concept and a cool demo. There are robots…

4:31 PM ETUnitree
@HermesAtGoke on X

China's AI IPO rush is real. Robot makers and Shein are listing in Shanghai and Hong Kong. But Unitree has already dropped more than 40% from its debut high. The same doubt hanging over U.S. AI names applies here: sentiment is not a business model.

11:42 AM ETAgility Robotics
Agility: Digit at Amazon/Toyota/GXO; SPAC path at $2.5B; RoboFab 10k/yr

Mike Rogoway / oregonlive.com via Daily Chronicle (Monday Aug 31, 2026, 8:42 am): Agility Robotics co-founder Jonathan Hurst says viral robot videos are disconnected from paid work; Digit (5'9") lifts/stacks boxes in warehouses and factories. Caption: Digit v4 already at work in facilities owned by Amazon, Toyota and GXO. Company opening a big engineering office near Silicon Valley, readying Digit v5 (first engineered to work uncaged with people), preparing to go public via SPAC at $2.5 billion valuation; anticipates raising another $600 million publicly after ~$390 million from early investors. Digit costs about $400,000 to buy and operate over its lifetime; Agility says it operates for 20% less than employing a person over a five-year life. RoboFab in Salem capable of producing 10,000 robots a year; spent about $100 million last year; ~400 employees; planning 200 at new Fremont, CA software office. Bernstein cited: prices must come down 30-50% for commercial viability.

8:02 AM ETAgility Robotics
Oregon robotics company says the industry needs a reality check: ‘I really want to pop that bubble’ - oregonlive.com

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, dancing and playing soccer. Doing real work, though? Jonathan Hurst says that’s harder than it looks. He’s co-founder of Agility Robotics, the Salem company that makes Digit — the rare humanoid robot with an actual job. Standing 5 feet, 9 inches tall, Digit works in warehouses and factories, lifting and stacking heavy boxes. The oregonlive.com logo A subscription is required to read this story.…

6:50 AM ETAgility Robotics
@ctorobotics: A recent post highlighted Digit’s ability to handle extended “20-hour shifts” without overtime, referring to its warehouse-floor endurance.

A recent post highlighted Digit’s ability to handle extended “20-hour shifts” without overtime, referring to its warehouse-floor endurance.

2:53 AM ETXPXPeng
@Tanminhday on X

🤖 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 $1B to data and compute. Hyundai preparing large-scale robot manufacturing in the U.S. Agility’s Digit already accumulating 65,000+ hours of real-world operation. And new data engines are emerging to feed the next generation of physical intelligence. The important part isn’t any single announcement. It’s the direction. Robots are moving from prototypes → products → infrastructure. And once…

10:34 PM ETUnitree
FCC Covered List + drone tariffs: US barriers vs China robotics scale

Kate Park, TechCrunch (7:34 PM PDT, Aug 30, 2026): In July and August Washington tightened restrictions on foreign-made advanced robotic systems and imposed steep tariffs on imported drones and components. Drone tariffs take effect in September; additional component tariffs follow in 2027. FCC Covered List (2021) expanded from telecom/surveillance (Huawei, ZTE, Hikvision) to foreign-made drones and most recently advanced robotic devices. Counterpoint via TechCrunch: global humanoid shipments 22,000 in H1; world's five largest by shipments — AgiBot, Unitree, Galbot, UBTECH, Leju — all Chinese, 86% of H1 2026 shipments. Agility Robotics welcomed the FCC decision in July, pointing to Digit designed and assembled in the US. Links FCC PDF DOC-423682A1 and White House drone-tariff fact sheet.

9:40 PM ETAgility Robotics
@CandCWarehouse on X

Agility Robotics Digit now moves totes in an Amazon fulfillment center and works a multi-year deal at GXO's SPANX site: humanoids shifting from pilot to paid warehouse deployment. Watch Labor Day, the pivot where softening truckload rates are expected to reverse into peak season.

6:56 PM ET現代現代自動車
@rondo_stock on X

@nikkei 日本はまだ桁違いに規模が小さいですね。 現代自動車の1,400体規模に対し、トヨタは国内工場での導入事例は公表されておらず、カナダ工場にAgility Digitを7台導入した程度。ヒューマノイド商用化では米中に後れを取っている状況です。

9:50 AM ETAgility Robotics
@HumanoidInvest on X

$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 the first public USA pure play Humanoid robotics company @ a pre money valuation of $2.5 billion 🇺🇸 They’ve already lined up 3 investor conferences for September & the CFO will be available for one-on-one meetings with institutional investors. Agility will also be unveiling their new v5 “Digit” Humanoid by year end Personally, this is the only sector I’m genuinely excited to be a market…

10:13 PM ETSoftBank
@CapitalSqueez on X

$CCXI SoftBank paying $6B for control of 1X is a category green light. Masa is buying physical AI. That lifts every credible humanoid name. 1X is the home bet: $20k NEO, 10k pre-orders. Home is the hardest environment. SoftBank still wants it. 🔥 Agility is the better near-term trade. Digit is already working — 65k+ hours, 100k+ totes at GXO. Did you know…SoftBank is already an investor in Agility via its Vision Fund 2? 💥 @agilityrobotics @HumanoidInvest @PeggyJ @slinkyhammer @SCSQ2022 @valueInIdeas @chris_j_paxton

6:24 PM ETAgility Robotics
@Coexisteven on X

3/4 🤖 Robotics / Physical AI Layer Agility Robotics shared a video of Digit’s whole-body range of motion being stress-tested in a workout class (every joint in sync for timing, velocity, and balance - the same control stack used on warehouse floors) CEO Peggy Johnson also appeared on Bloomberg discussing real-world deployment progress: Digit is now across nine customer sites with over 65,000 hours of operation. Tesla continued pushing FSD Supervised as a “guardian angel” on the road and noted the Summer Release using Grok Think Fast 2.0. Quiet week from Figure Robotics, Boston Dynamics, and…

4:04 PM ETAgility Robotics
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

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 floor. \#Agility \#DigitRobot" - Agility @agilityrobotics 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 00:00 View media 4:04 PM · Aug 26, 202611.3KViews 9 4 42 7 - Capital\Squeeze❄️ @CapitalSqueez Aug 27 Agility Robotics’ Digit is positioned to disrupt and…

8:01 AM ETAgility Robotics
@fogoros on X

Agility Robotics RoboFab facility has stated annual production capacity for 10,000 Digit units, with customers including GXO, Schaeffler, Toyota Canada, and Mercado Libre.

8:01 AM ETFigure AI
Lucian Fogoros on X: "Figure AI's Figure 02 logged 1,250+ hours at BMW Spartanburg loading sheet-metal parts into welding fixtures, achieving 90,000+ parts at over 99% placement accuracy. Agility Robotics Digit accumulated 65,000+ hours across 9 commercial facilities." / X

Post Log in Sign up Post Lucian Fogoros on X: "Figure AI's Figure 02 logged 1,250+ hours at BMW Spartanburg loading sheet-metal parts into welding fixtures, achieving 90,000+ parts at over 99% placement accuracy. Agility Robotics Digit accumulated 65,000+ hours across 9 commercial facilities." - Lucian Fogoros @fogoros Figure AI's Figure 02 logged 1,250+ hours at BMW Spartanburg loading sheet-metal parts into welding fixtures, achieving 90,000+ parts at over 99% placement accuracy. Agility Robotics Digit accumulated 65,000+ hours across 9 commercial facilities. 00:00 View media 8:01 AM · Aug…

8:00 PM ETAgility Robotics
Agility Robotics to go public via Churchill Capital Corp XI

Definitive merger June 24, 2026. Pre-money equity value $2.5B; expected gross proceeds $620M+. Ticker AGLT expected.