Robotics_insights

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Unitree Robotics16Tesla12NVIDIA10Figure AI8BMW6AGIBOT5Boston Dynamics5Fcc5Apptronik3Galbot3Google3OpenAI3tokens processed3XPeng3Zhipu31X2Agility2AI chip inference cluster2Amazon2dollars2Generalist AI2Harmonic Drive2Harmonic Drive Systems2Hugging Face2humanoid robots2Hyundai2LimX Dynamics2Mercedes-Benz2Nabtesco2plant-spartanburg2Pollen Robotics2Sanctuary AI2Schaeffler2SoftBank2SpaceX2UBTECH23D inkjet printing1actuation cost1adaptation time for new robot embodiments1AI and humanoid revenue1Alloy Robotics1Alloy Robotics funding1Amara Raja Energy & Mobility1Ambarella1AMD1Amphenol1Anduril1Annual cost of software access.1Ant1ATOMS1AUKI1AWS1Bajaj Auto1Balaji Amines1Bank of America1Beijing Humanoid Robot Innovation Center1Bharat Bijlee1Bharat Forge1BlackRock1Bosch1Bosch Limited1bottlenecks for scaling intelligent robots.1BYD1california-mega-factory1carbon reduction1CATL1Cerebras1Cerebras WSEs needed for reasonable concurrency of 256 requests.1Cerebras WSEs needed for running a large model.1CHERY1China orders1Clone Robotics1Cognex1crowns1current humanoid BOM1Cycle time for completing a plug insertion.1Cyient DLM1Dandy1Deep Robotics1DeepSeek1Delivery timeline for a data center.1deployments of Spot1dextrous hands cost1Direct wafer paths reduction in latency.1Divgi TorqTransfer Systems1Dobot1domestic AI chip inference cluster1Doosan Bobcat1Drones owned by the Pentagon1Dynamo Ventures1electric vehicle makers building humanoids1Equinor1europe1examples for adapting to new robotic embodiments.1Exide Industries1Fictiv1Flash1Forerunner K2 humanoid1FORT Robotics1Fourier Intelligence1global cell capacity1government-of-the-republic-of-serbia1Gravis Robotics1Greaves Cotton1group-plant-leipzig1GrubMarket1Gujarat Fluorochemicals1GXO1hams-hall-plant1hand durability past a few thousand grasp cycles.1hangzhou-yushu-technology1HBL Power Systems1HELLA India1Hero MotoCorp1herzogenaurach1Hexagon AB1Hexagon Robotics1Himadri Speciality Chemical1humanoid market1inference cost reduction1Initial price of Lumi's Founder Edition.1Intel1iRobot1Japan orders1Japan's postal service1JBM Auto1JD.com1JINGDONG Industrials1Kaynes Technology1Kepler1lackawanna-energy-center1Leaderdrive1Leju1Leju Robotics1LG1Li Auto1Lightberry1Madison Air1Mahindra & Mahindra1Mahindra CIE1market opportunity1market size for Autonomous AI1Matic1Microduck price1Microduck specifications1Milk Road Pro1Minth Group1minth-metal-parts-majur1MISUMI1Morgan Stanley1MP Materials1nat gas turbine production1national-development-and-reform-commission1Neogen Chemicals1Nidec1Niron Magnetics1Noble Machines1North America orders1Nucleus1Ola Electric1Olectra Greentech1Operational time of an early prototype.1Optimi1Panasonic1Passenger vehicles (4W)1PEAQ1pennsylvania-governor-josh-shapiro1Performance metric for model.1Pink Robotics1power consumption comparison of Jetson Orin Nano 21precision reduction gears1Predicted deployment of humanoid robots in homes.1Projected cost drop for humanoid robots.1Qatar Investment Authority1Red Cat Holdings1Reflex Robotics1Regal Rexnord1RoboSense1robot manufacturing1robot-park1Robotera1robotics-industrial-park1sanctuary1Sansera Engineering1Saronic1SB Energy1Schaeffler’s agreement with Humanoid1sec1Seeed Studio1sensing cost1Shield AI1SKF1Skild AI1Skydio1Sona Comstar1Sony1star-market1structure cost1sub-10nm logic capacity1success rate for few-shot learning1success rate of the post-trained policy.1Syrma SGS Technology1tasks available in RoboLab.1Tata Motors1TE Connectivity1Tencent1Texas Instruments1the number of humanoid robots within the next decade1top five global players in humanoid robots1Top vendor positions in global humanoid shipments.1total memory demand with 1 million humanoid robots1total memory demand with 10 million humanoid robots1Toyota1Toyota Motor Manufacturing Canada1training duration1TRON 21TVS1u.s.-federal-communications-commission1units1VAC1validated run uses 64 nodes of 4× GB200 for 60K iterations, roughly 68 hours (17.4K GB200-hours).1valuation1Wing1X Square Robot1XPENG Robotics1XPENG Robotics funding1Zhipu's AI path1ZiNovaLabs1宇樹科技1
Who captures
Unitree Robotics7Tesla6@smsehy5NVIDIA3Zhipu3@OperationsPLS2https://www.facebook.com/485764111812@ParadisLabs2Figure2Hugging Face2BMW Group2Google DeepMind2@kyleichan1SB Energy1Li Auto1https://x.com/derek__Watson1ZiNovaLabs1Harmonic Drive1Noble Machines1sanctuary1@tphuang1Schaeffler1Nabtesco1@frontrunvc1Milk Road Pro1Minth Group1Sanctuary AI1Agibot1SpaceX1Lightberry1@continuumlabs_11X Technologies1Cerebras1@Kirkland_Ellis1Pollen Robotics1Apptronik1Dynamo Ventures1@ricci_nov1Optimi1Dandy1Generalist AI1Tata Motors1Boston Dynamics1youtube.com1Clone Robotics1
Sourced numbers
market opportunity$0“the companies that benefit is not only be the robot manufacturers but the real picks and shovels will be the suppliers that provide the robot’s brain, eyes, muscles, joints, sensors and nervous system.”@MilkRoadAI on X
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.”Humanoid Digest: August 2026 | XMAQUINA DAO
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.”Humanoid Digest: August 2026 | XMAQUINA DAO
Figure Index uploads16,000,000 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.”Humanoid Digest: August 2026 | XMAQUINA DAO
robot manufacturing1,000,000 units“what happens if we really try to build millions of robots a year.”DeReK WaTSoN on X: "Everyone is watching Optimus, Figure and Unitree. I went looking at what actually goes inside the bloody things. Motors. Bearings. Roller screws. Precision gears. Encoders. Force sensors. Magnets. Actuators. Then I looked at who makes them, how difficult they are to manufactu… / X
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
AI and humanoid revenue$1.9“AI and humanoid revenue goes from 1.9bn yen to 13.3bn by FY2030.”@BitsWattsDesk on X
North America orders$1.4“North America 1.4 to 8.4.”@BitsWattsDesk on X
Japan orders$0.2“Japan 0.2 to 4.3.”@BitsWattsDesk on X
China orders$0.3“China 0.3 to 0.6.”@BitsWattsDesk on X
the number of humanoid robots within the next decade1,000,000,000 units“Musk also believes robots could eventually help manufacture more robots, creating a self reinforcing production cycle that accelerates after starting slowly.”@MilkRoadAI on X
AI chip inference cluster100,000 units“It already has 100k domestic AI chip inference cluster & plan to increase significantly over next 6 months.”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
tokens processed62,000,000 units“It did 62T tokens in 6 days w/ Ox Alpha”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
domestic AI chip inference cluster100,000 units“It already has 100k domestic AI chip inference cluster & plan to increase significantly over next 6 months.”@tphuang on X
tokens processed62,000 units“It did 62T tokens in 6 days w/ Ox Alpha”@tphuang on X
inference cost reduction$80“inference cost has dropped 80% since start of yr”@tphuang on X
AI chip inference cluster100,000 units“It already has 100k domestic AI chip inference cluster & plan to increase significantly over next 6 months.”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
tokens processed62,000 units“It did 62T tokens in 6 days w/ Ox Alpha”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
market size for Autonomous AI$30,000,000,000“last step having 30T mkt size according to Show more”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
Zhipu's AI path$30,000,000,000“last step having 30T mkt size according to them”@tphuang on X
Schaeffler’s agreement with Humanoid1,000,000 units“covering a seven-digit number of units.”The hardest problem in physical AI may be the magnet, not the model
precision reduction gears60 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.”@LeoKharon on X
sub-10nm logic capacity92 units“Roughly 92% of the world's sub-10nm logic capacity sits on one island.”@LeoKharon on X
global cell capacity80 units“Battery cells go back to China: over 80% of global cell capacity, about 99% of LFP.”@LeoKharon on X
@ycombinator fall cohort companies5 units“5 @ycombinator fall cohort companies across Compute, Energy, Hardware and DevTools.”@frontrunvc on X
Optimus cost curves$0“Building actuators and batteries at automotive volume means Optimus cost curves could drop faster than any pure-play robotics startup can match.”@OperationsPLS on X
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.”@MelvinInvests on X
total memory demand with 10 million humanoid robots$6billion“while 10 million robots could create a $6 billion–$8 billion opportunity.”@MelvinInvests on X
humanoid market5 units“Humanoid TAM forecast increased by ~5x.”@ParadisLabs on X
carbon reduction1,780 units“Through smarter supply-demand matching and logistics optimisation, JINGDONG Industrials helps customers reduce unnecessary transportation and resource waste.”JD.com, Inc.
units30,000 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”Minth Group Launches Europe’s First Mass Production of Humanoid Robots
Performance metric for model.99.5 units“99.5 Model Performance”Physical AI Platform | Industrial Automation Solutions | Sanctuary AI
Cycle time for completing a plug insertion.2.54 units“2.54 sec Cycle Time, Per Plug”Physical AI Platform | Industrial Automation Solutions | Sanctuary AI
humanoid robots22,000 units“In the first half of 2026, it produced roughly 22,000 units globally, making up almost all such shipments.”US Builds Walls Around Drones and Robots While China’s Scale Keeps Growing – The Daily Tech Feed
top five global players in humanoid robots86 units“together captured 86% of worldwide shipments during that same period.”US Builds Walls Around Drones and Robots While China’s Scale Keeps Growing – The Daily Tech Feed
Humanoid robots500,000 units“industry-wide estimates pointing toward roughly 500,000 units/year by 2027 across Optimus, Figure, 1X, Unitree, and others.”@davidcao01 on X
Drones owned by the Pentagon200,000 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.”@davidcao01 on X
nat gas turbine production18 units“we can accelerate nat gas turbines coming online by up to 18 months, which is a profound game-changer.”@elonmusk on X
electric vehicle makers building humanoids0 units“They already build batteries, motors & AI.”mete on X: "EV makers building humanoids 🇺🇸 Tesla | Optimus 🇨🇳 XPENG | IRON 🇨🇳 BYD | Xiao Di 🇨🇳 CHERY | Mornine They already build batteries, motors & AI. Humanoids reuse same industrial stack. That’s how they’re able to move so fast." / X
@ErenChenAI 2093712611598549435$2.6million“$2.6 million”Eren Chen on X: "Hugging Face’s new $399 Microduck doing back-to-back flips until it literally yeets its own battery out" / X
@ErenChenAI 209371261159854943524 hrs“24 hours”Eren Chen on X: "Hugging Face’s new $399 Microduck doing back-to-back flips until it literally yeets its own battery out" / X
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.”Lightberry Unveils Lumi: A $40k Interactive Humanoid Built on a Unitree Core | Humanoids Daily
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.”Lightberry Unveils Lumi: A $40k Interactive Humanoid Built on a Unitree Core | Humanoids Daily
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.”Lightberry Unveils Lumi: A $40k Interactive Humanoid Built on a Unitree Core | Humanoids Daily
bottlenecks for scaling intelligent robots.7 units“7 bottlenecks stand out:”@continuumlabs_ on X
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”【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
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”【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
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.”Cerebras's Next Generation CS-4: Fast Just Got Faster
Cerebras WSEs needed for reasonable concurrency of 256 requests.40 units“its around 40 systems.”Cerebras's Next Generation CS-4: Fast Just Got Faster
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.”Cerebras's Next Generation CS-4: Fast Just Got Faster
Microduck price$399“Hugging Face's Pollen Robotics just opened pre-orders for Microduck, a $399 biped.”@TheHumanoidHub on X
Microduck specifications15 units“15 motors, a camera, a small LiDAR, two IMUs, and an articulated beak that picks things up.”@TheHumanoidHub on X
@Thom_Wolf 2092923071829049592$400.“$400.”Microduck - A tiny biped robot you can teach new tricks | Pollen Robotics
valuation$5billion“carried the company past a $5 billion valuation.”Humanoids are for marketing, robots are the real business
SoftBank's investment.$200M“SoftBank Puts $200M Into Gravis Robotics for Autonomous Construction”Dynamo Dispatch (2026/08/24) - by Santosh Sankar
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.”Dynamo Dispatch (2026/08/24) - by Santosh Sankar
Unitree's stock performance in debut.629 units“Unitree Pops 629% in Its Shanghai Debut”Dynamo Dispatch (2026/08/24) - by Santosh Sankar
hand durability past a few thousand grasp cycles.3,000 units“the wrist is what wears out first.”@ricci_nov on X
current humanoid BOM~$68k“Current humanoid BOM = ~$68k based on channel checks across 3 humanoid OEMs (UK and US). ”@ParadisLabs on X
actuation cost33,800 units“- Actuation = 33.8% of current BOM”@ParadisLabs on X
dextrous hands cost30,300 units“- Dextrous hands = 30.3%”@ParadisLabs on X
structure cost7,600 units“- Structure = 7.6%”@ParadisLabs on X
sensing cost7,500 units“- Sensing = 7.5%”@ParadisLabs on X
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%).”Markets surge, track records fall, and in-context learning hits physical AI
power consumption comparison of Jetson Orin Nano 2$40“consumes 40% less power at the same performance.”NVIDIA Announces Jetson Orin Nano 2 Robotics Computer to Redefine Entry-Level Edge AI | NVIDIA Newsroom
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.”China’s Robot Boom Tests Investor Discipline
Unitree Robotics5,500 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.”China’s Robot Boom Tests Investor Discipline
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.”China’s Robot Boom Tests Investor Discipline
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.”China’s Robot Boom Tests Investor Discipline
crowns1 units“Dandy has become a leading Physical AI business that is delivering the highest quality crowns at industry leading prices.”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
3D inkjet printing1 units“the first company in the world to ever 3D inkjet print at the micron level”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
training duration8 units“GEN-1.5 has been training continuously for over 8 months.”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
success rate for few-shot learning83 units“with few-shot learning, performance rises to 83% via 10 gradient steps on 5 minutes of data per task.”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
validated run uses 64 nodes of 4× GB200 for 60K iterations, roughly 68 hours (17.4K GB200-hours).68 hrs“Plan compute accordingly.”Post-Train NVIDIA Cosmos 3 Edge for On-Device Robot Control | NVIDIA Technical Blog
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.”Post-Train NVIDIA Cosmos 3 Edge for On-Device Robot Control | NVIDIA Technical Blog
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.”Post-Train NVIDIA Cosmos 3 Edge for On-Device Robot Control | NVIDIA Technical Blog
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.”Theo Gage on X: "https://t.co/cIZx4OHoeU" / X
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.”Theo Gage on X: "https://t.co/cIZx4OHoeU" / X
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.”Theo Gage on X: "https://t.co/cIZx4OHoeU" / X
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.”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
BMW Group production30,000 units“the Figure 02 robot supported the production of more than 30,000 BMW X3 vehicles over ten months.”Press-Information June 25th 2026
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.”Gemini Robotics 2 brings whole body intelligence to robots — Google DeepMind
adaptation time for new robot embodiments200 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.”Gemini Robotics 2 brings whole body intelligence to robots — Google DeepMind
Passenger vehicles (4W)198,000 units“EV sales surged 84% in FY2026 to 1.98 lakh units (4.3% of the PV market). ”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
BMW Group's production capabilities with humanoid robots.30,000 units“Figure 02 supported the production of more than 30,000 BMW X3 vehicles.”BMW Group deploys Figure 03
deployments of Spot1,500 units“With over 1,500 deployments, Spot is already teaching hundreds of companies how to work alongside autonomous mobile robots.”An Electric New Era for Atlas | Boston Dynamics
Forerunner K2 humanoid1,000 units“Kepler says is now entering mass production.”Hi, I'm Lexie Hart, your Robo Brief host. Today, humanoid robots are getting more lifelike, more affordable, and more u…
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Event / capture
11:48 PM ETTesla
@elonmusk on X

The Cybercab motor uses no rare earth metals, but maintains the same range! This was extremely hard to achieve. https://t.co/2SrdikvrUM

11:11 PM ET@smsehy
@smsehy on X

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 commission, running quantized models on ruggedized plant controllers is the only operational option.

11:10 PM ET@smsehy
@smsehy on X

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 or capital, but four-year lead times on high-power step-down transformers and switchgear.

8:09 PM ET@kyleichan
@kyleichan on X

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/VEhrZk3WoN

5:09 AM ETSESB Energy
@smsehy on X

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 the primary asset determining AI infrastructure scaling velocity. https://t.co/tQR8gwoz8y

5:04 AM ET@smsehy
@smsehy on X

Unboxed assembly and sub-five-second cycle times work in stamping and battery pack insertion. The physical ceiling remains paint curing, sealant curing times, and dynamic end-of-line alignment checks that cannot be compressed to consumer electronics speeds without thermal penalties.

4:58 AM ET@smsehy
@smsehy on X

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 clean energy infrastructure. https://t.co/nbGrjBaIlb

4:58 AM ET@smsehy
@smsehy on X

Deeper supply chain localization in automotive cannot stop at mechanical sub-assemblies. True resilience requires regional capabilities in automotive-grade power semiconductors, microcontroller packaging, and raw battery precursor refining. https://t.co/g36efE41qQ

4:16 AM ET@OperationsPLS
@OperationsPLS on X

165 Wh/mile is the fleet ops number that matters. At scale, that efficiency gap compounds — lower energy cost per mile means autonomous fleets reach profitability faster than human-driven alternatives. https://t.co/frOam8aDn2

6:05 PM ETLALi Auto
@tphuang on X

Li Auto unveils the new generation MEGA Home @ 509.8k RMB. Has 108 kWh battery pack, 710 km range & 413 kw total power. 10 min, 500 km range. I'm not sure how well this will sell given its continued high px tag & seemingly lack of major improvement over last gen product. https://t.co/0N1TUUlZYj

11:26 AM ETNVIDIA
@MilkRoadAI on X

Sam Altman is saying that OpenAI plans to build a humanoid robot, along with other designs because the world around us was built for humans (Save this). Doors, stairs, computers, tools, kitchens, vehicles, and factory equipment are all designed around the human body, a robot with a similar shape could therefore perform useful tasks without requiring people to redesign the entire world. His bigger vision is that one day, everyone could have a personal robot that handles the jobs they do not want to do like cleaning, carrying things, operating equipment, helping elderly people, or completing…

11:10 AM ET@OperationsPLS
@OperationsPLS on X

The capital rotation into robotics and physical AI reflects a structural shift, not just a theme cycle. Unlike clean energy, the productivity gains here compound directly into manufacturing cost curves — which is why the investment thesis has more durability. @rickyho_1989

4:00 AM ETUnitree Robotics
Humanoid Digest: August 2026 | XMAQUINA DAO

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 continued across the sector. .png) August 28, 2026 Category: Physical AI Read time: 11 minutes Share This: Unitree became the latest robotics company to go public in August, giving investors another public benchmark for valuing the sector. As more robotics companies mature outside private funding, public markets are beginning to play a larger role in how the industry is financed and valued. The…

3:19 AM EThttps://x.com/derek__Watson
DeReK WaTSoN on X: "Everyone is watching Optimus, Figure and Unitree. I went looking at what actually goes inside the bloody things. Motors. Bearings. Roller screws. Precision gears. Encoders. Force sensors. Magnets. Actuators. Then I looked at who makes them, how difficult they are to manufactu… / X

Post Log in Sign up Post DeReK WaTSoN on X: "Everyone is watching Optimus, Figure and Unitree. I went looking at what actually goes inside the bloody things. Motors. Bearings. Roller screws. Precision gears. Encoders. Force sensors. Magnets. Actuators. Then I looked at who makes them, how difficult they are to manufacture and what happens if we really try to build millions of robots a year. That turned out to be much more interesting than the robots. https://t.co/5FwpR2zAbR" - DeReK WaTSoN @derek\\Watson Everyone is watching Optimus, Figure and Unitree. I went looking at what actually goes…

10:31 PM 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…

9:13 PM ETHDHarmonic Drive
@BitsWattsDesk on X

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-year plan beside it. AI and humanoid revenue goes from 1.9bn yen to 13.3bn by FY2030. North America 1.4 to 8.4. Japan 0.2 to 4.3. China 0.3 to 0.6. Doubling, inside a plan that sevenfolds. In July, SKF signed a JV with Leaderdrive, a Chinese strain wave gear maker. Regional split is my read of the chart, though it sums to the totals in the text. Japan's jump is off a tiny base. If one quarter of…

2:09 PM ETNMNoble Machines
From Robot Development to Deployment with Isaac GR00T & Jetson Thor - YouTube

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 your voice Sign in From Robot Development to Deployment with Isaac GR00T & Jetson Thor Tap to unmute 2x From Robot Development to Deployment with Isaac GR00T & Jetson Thor NVIDIA Omniverse 12,267 views Streamed 7d ago Copy link Info Shopping If playback doesn't begin shortly, try restarting your device. • You're signed out Videos you watch may be added to the TV's watch history and influence TV…

1:48 PM ETSAsanctuary
Physical AI for Industrial Automation | Sanctuary AI

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. CustomiseReject AllAccept All Customise Consent Preferences We use cookies to help you navigate efficiently and perform certain functions. You will find detailed information about all cookies under each consent category below. The cookies that are categorised as "Necessary" are stored on your browser as they are essential for enabling the basic functionalities of the site. ... Show more…

11:12 AM ETTesla
@MilkRoadAI on X

Elon Musk thinks humanoid robots could become a bigger industry than almost anyone expects (Save this). @elonmusk said the usefulness of a humanoid robot depends on three factors, the quality of its artificial intelligence software, the performance of its onboard chip and the dexterity of its mechanical systems, especially its hands. Because all three areas are improving rapidly, even small advances could multiply together and make robots significantly more capable over time. Musk also believes robots could eventually help manufacture more robots, creating a self reinforcing production cycle…

10:00 AM EThttps://www.facebook.com/48576411181
AI Companies Turn to Distributed Computing in Homes - IEEE Spectrum

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 Renting Out Your Spare Compute Share FOR THE TECHNOLOGY INSIDER Search: Explore by topic Aerospace AI Biomedical Climate Tech Computing Consumer Electronics Energy History of Technology Robotics Semiconductors Telecommunications Transportation IEEE Spectrum FOR THE TECHNOLOGY INSIDER Topics Aerospace AI Biomedical Climate Tech Computing Consumer Electronics Energy History of Technology Robotics…

9:40 PM ETZHZhipu
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

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 Expecting significant increased domestic compute addition in next 3 to 6 months. Using self owned, leased & purchased compute." - tphuang @tphuang Sep 1 Regardless of how Zhipu employees view AGI internally, it publicly follows the OpenAI/Ant line of scaling RSI & Autonomous AI as the future. AI path according to Zhipu: Chat -> Coding -> Co-Work -> Autonomous Larger TAM @ each step w/ last…

9:40 PM ET@tphuang
@tphuang on X

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 significantly over next 6 months. It did 62T tokens in 6 days w/ Ox Alpha & inference cost has dropped 80% since start of yr

9:40 PM ETZHZhipu
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

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 to be autonomous. Flash is the 1st one to use domestic chips & have low cost + intelligence to support long tasks." - tphuang @tphuang Sep 1 Regardless of how Zhipu employees view AGI internally, it publicly follows the OpenAI/Ant line of scaling RSI & Autonomous AI as the future. AI path according to Zhipu: Chat -> Coding -> Co-Work -> Autonomous Larger TAM @ each step w/ last step having…

9:40 PM ETZHZhipu
@tphuang on X

Regardless of how Zhipu employees view AGI internally, it publicly follows the OpenAI/Ant line of scaling RSI & Autonomous AI as the future. AI path according to Zhipu: Chat -> Coding -> Co-Work -> Autonomous Larger TAM @ each step w/ last step having 30T mkt size according to them

5:00 PM ETSCSchaeffler
The hardest problem in physical AI may be the magnet, not the model

Skip to content AI Learning and Artificial Intelligence Credit: Canva Actuators account for 40% to 60% of a humanoid robot’s bill of materials and China refines roughly 90% of the rare earth magnets inside them, which makes the components rather than the models the limit on scale. Europe has a 2030 cap on single country supply under the Critical Raw Materials Act, and one company, Schaeffler, building the actuators at volume. The hardest problem in physical AI is not the AI. Actuators are in short supply from a small pool of qualified manufacturers, and new capacity takes years, not quarters,…

4:01 PM ETNANabtesco
@LeoKharon on X

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 first, because that is where the argument usually stops. Every high-torque joint runs on sintered NdFeB, and on the IEA's 2024 figures China holds 91% of refined output and 94% of sintered permanent magnets, against 60% of the mining. Mining is the distributed part, and the chokepoint is the chemistry. The precision reducer is the node almost nobody names. Nabtesco states on its own site that it…

11:32 AM ET@frontrunvc
@frontrunvc on X

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: @viswa_kotra @pvarshh @runmirrors - 17 followers - (DevTools): staging environments for ai agents. replay real sessions to catch regressions before they ship. founder: @ai_singhal @invertixlabs - 33 followers - (Energy): building energy superintelligence. ai that operates and scales energy infrastructure. founder: @Josephperrotta_ @visiblsemi - 79 followers - (Hardware): a faster path to custom…

11:09 AM ETTesla
@OperationsPLS on X

The car-company framing undersells the real moat: Tesla's manufacturing scale. Building actuators and batteries at automotive volume means Optimus cost curves could drop faster than any pure-play robotics startup can match. @HumanoidsHQ

8:57 AM ETMRMilk Road Pro
@MelvinInvests on X

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, including DRAM, HBM, NAND flash, sensors, communication chips, and other devices. If manufacturers eventually produce 1 million humanoid robots, that could represent approximately $600 million–$800 million in memory content, while 10 million robots could create a $6 billion–$8 billion opportunity. However, the larger opportunity may come from the data centers that train these robots and process…

6:51 AM ET@ParadisLabs
@ParadisLabs on X

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 and memory. One interesting takeaway from the report is that there are stricter energy efficiency requirements incoming. In turn, these requirements will increase the density for higher priced GaN/SiC components. The sheer length of the physical AI cycle (including humanoids) will surely be a massive growth driver for semis on top of data center applications...

5:11 AM ETFigure
JD.com, Inc.

Authentic Products Delivered Today \\ AI-Powered, ESG-Embedded Industrial Supply Chain Innovation Earns JINGDONG Industrials 2026 Sedex Technoical Innovation Award \\ \\ BEIJING, 27 August 2026 — JINGDONG Industrials, a leading industrial supply chain technology and service provider under JD.com, has won the Technical Innovation Award among the 2026 Sedex Supply Chain Awards, recognising its use of AI and technical solutions to embed ESG capabilities into industrial supply chain operations. The company was also nominated for the Social Impact Award. JINGDONG Industrials was the only…

2:31 AM ETMGMinth Group
Minth Group Launches Europe’s First Mass Production of Humanoid Robots

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 poziv za srpske ... Aug 10, 2026 Investiciona misija u Šandongu i ... Jul 16, 2026 Srpske IT kompanije ostvarile zapaž... Jul 07, 2026 Novi poslovni kontakti za srpske ... Jun 30, 2026 Mentori iz cele Srbije okupili ... Jun 25, 2026 Minth Group Launches Europe’s First Mass Production of Humanoid Robots Aug 29, 2026 Šabac to become a European production base for mass-produced humanoid robots…

12:25 AM ETSASanctuary AI
Physical AI Platform | Industrial Automation Solutions | Sanctuary AI

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. CustomiseReject AllAccept All Customise Consent Preferences We use cookies to help you navigate efficiently and perform certain functions. You will find detailed information about all cookies under each consent category below. The cookies that are categorised as "Necessary" are stored on your browser as they are essential for enabling the basic functionalities of the site. ... Show more…

10:56 PM ETAGAgibot
US Builds Walls Around Drones and Robots While China’s Scale Keeps Growing – The Daily Tech Feed

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 national security risks. These new policies include restrictions on foreign-made advanced robots by the FCC and component-specific tariffs starting in September, with further measures slated for 2027. The U.S. Pushes Back Against Foreign Drone and Robotics Imports This summer, Washington expanded its regulatory effort, adding foreign-made drones and advanced robotic devices to the FCC’s Covered List—a…

2:37 AM ETUnitree Robotics
Hack One Robot, Reach the Next: How Unitree’s G1 Left the Door Open to Root Takeover | Humanoids Daily

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 Bluetooth. - The attack bypassed security boundaries by abusing an authorization gap in Unitree’s cloud backend, which decrypted device-specific cryptographic keys for any registered user. - Root access grants complete control over the robot’s primary Locomotion PC, which governs real-time balance, motor trajectory, depth sensors, and audio-visual feeds. - The research demonstrated potential…

6:18 PM ETTesla
@davidcao01 on X

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, two separate US policy actions closed off the low-cost path into American drone and robotics hardware. July 28, the FCC added foreign-made "advanced robotic devices" — humanoids, quadrupeds — to its Covered List, blocking new authorizations. August 13, the White House used Section 232 to impose tariffs of up to 100% on Chinese-made drones and their components.📷 Neither move is really about drones…

4:14 PM ETSPSpaceX
@elonmusk on X

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 factor for nat gas turbine production is casting the blades & vanes. By doing in-house casting at SpaceX, we can accelerate nat gas turbines coming online by up to 18 months, which is a profound game-changer.

3:02 PM ETTesla
mete on X: "EV makers building humanoids 🇺🇸 Tesla | Optimus 🇨🇳 XPENG | IRON 🇨🇳 BYD | Xiao Di 🇨🇳 CHERY | Mornine They already build batteries, motors & AI. Humanoids reuse same industrial stack. That’s how they’re able to move so fast." / X

Post Log in Sign up Post mete on X: "EV makers building humanoids 🇺🇸 Tesla \| Optimus 🇨🇳 XPENG \| IRON 🇨🇳 BYD \| Xiao Di 🇨🇳 CHERY \| Mornine They already build batteries, motors & AI. Humanoids reuse same industrial stack. That’s how they’re able to move so fast." - mete @VaderResearch EV makers building humanoids 🇺🇸 Tesla \| Optimus 🇨🇳 XPENG \| IRON 🇨🇳 BYD \| Xiao Di 🇨🇳 CHERY \| Mornine They already build batteries, motors & AI. Humanoids reuse same industrial stack. That’s how they’re able to move so fast. View media 3:02 PM · Aug 29, 20268.2KViews 8 3 29 9 - 夕凡的撸毛之路…

10:49 AM ETHugging Face
Eren Chen on X: "Hugging Face’s new $399 Microduck doing back-to-back flips until it literally yeets its own battery out" / X

Post Log in Sign up Post Eren Chen on X: "Hugging Face’s new $399 Microduck doing back-to-back flips until it literally yeets its own battery out" - Eren Chen @ErenChenAI Hugging Face’s new $399 Microduck doing back-to-back flips until it literally yeets its own battery out 00:00 View media 10:49 AM · Aug 29, 202624.9KViews 15 14 236 27 - Steven Cheng @stevencheng Aug 29 Wait, is Microduck actually a real product? That battery ejection sounds like a serious mechanical failure. Curious if this is a prototype glitch or just a viral stunt. Either way, the physics of that flip are wild. Reply 1…

7:46 AM ETLILightberry
Lightberry Unveils Lumi: A $40k Interactive Humanoid Built on a Unitree Core | Humanoids Daily

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 startup Lightberry has launched reservations for Lumi, a $39,990 bipedal robot aimed at commercial entertainment, marketing, and developer deployments. - While mechanically derived from the Unitree G1 platform, Lumi replaces stock components with custom sensors, an 8-microphone beamforming array, and an NVIDIA Jetson Thor T4000 compute module. - Lightberry confirmed to Humanoids Daily that its…

9:54 AM ETUnitree
The Humanoid Race Is Moving From Lab to Factory

Categories: Premium Subscription Updates / General Market Commentary Topics: Digital Dispatch / General Market Commentary- BW The Humanoid Race Is Moving From Lab to Factory Shares Share Post Share Email While American investors remain obsessed with the next AI model, China is staging the opening ceremony for physical AI. The recent Unitree IPO was not subtle. One of the world’s leading humanoid-robot makers raised about $905 million in Shanghai, then saw its shares surge more than 500% in its market debut after retail demand oversubscribed the offering by more than 8,000 times. That is not…

5:35 AM ET@continuumlabs_
@continuumlabs_ on X

Physical AI has made huge progress, but scaling intelligent robots is still constrained by problems far beyond the model itself. 7 bottlenecks stand out: 1️⃣ Data: robots need massive amounts of diverse real-world data, and collecting it is slow and expensive. 2️⃣ Hardware: capable robots are still difficult to manufacture, maintain, and deploy at scale. 3️⃣ Dexterity: manipulating objects precisely remains much harder than navigating or recognizing them. 4️⃣ Reliability: real environments are full of edge cases that simulations and controlled tests don't capture. 5️⃣ Cost: expensive…

2:17 AM ET1X Technologies
@marketmaker_hq on X

10,000 humanoid robots sold out in 5 days generating $200,000,000+ in pre-orders overnight OpenAI backed 1X Technologies just proved consumer demand for home bots is officially reaching mass hysteria with NEO: • Price: $20,000 flat (or $499/month, less than leasing a sedan) • Design: Soft fabric body with muscle like tendon actuators (no rigid steel gears) • Weight: 62 kg, completely unassisted spatial AI • Demand: 1X is already rushing a dedicated California mega factory just to scale production The physical robotics boom is arriving faster than predicted but hardware is only half the…

2:14 AM ETUnitree Robotics
IHR006 | Monthly Insight | August 2026 – Industry Humanoid Robotics

Skip to content IHR006 \| Monthly Insight \| August 2026 Unitree Robotics Soars 460% in Shanghai STAR Market Debut Unitree Robotics made a striking debut on Shanghai’s STAR Market, underscoring strong investor enthusiasm for China’s humanoid robotics sector. Founded in 2016 by entrepreneur Wang Xingxing in Hangzhou, the company raised approximately 6.1 billion yuan ($904 million) through its IPO on the Shanghai Stock Exchange’s Nasdaq-style technology board. Image: Unitree Unitree priced its shares at 150.80 yuan ($22.36) each, but investor demand drove the stock sharply higher on its first…

12:54 AM ETUnitree Robotics
【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

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 your voice Sign in 【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 Tap to unmute 2x 【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 日経クロステック【公式】 381,092 views 1 month ago Copy link Info Shopping If playback doesn't begin shortly, try restarting your device. • You're signed out Videos you watch may be added to the TV's watch history and influence TV recommendations. To avoid this,…

8:00 PM ETCECerebras
Cerebras's Next Generation CS-4: Fast Just Got Faster

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 Share Cerebras revealed CS-4 this week, with more details to come at Hot Chips. CS-4 is their fourth-generation rack built around the same third generation 5nm wafer-scale engine: WSE-3. CS-4 doubles the performance of CS-3 through increased power consumption and clock frequency per wafer, and better rack-scale density. This all translates into CS-4 being able to double the tokens/s/user per…

6:18 PM ET@Kirkland_Ellis
Foreign-Produced Advanced Robotic Devices and Certain Foreign-Produced Power Inverters Added to FCC Covered List | Publications | Kirkland & Ellis LLP

Top The Federal Communications Commission (FCC) has added foreign-produced advanced robotic devices and certain foreign-produced power inverters to its list of equipment and services that have been determined to pose “an unacceptable risk to the national security of the United States or the security and safety of United States persons” (the Covered List). Equipment on the Covered List cannot receive a new FCC equipment authorization, whether through certification or the Supplier’s Declaration of Conformity process. Because most electronic devices require FCC equipment authorization before…

12:39 PM ETHugging Face
@TheHumanoidHub on X

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, 15 motors, a camera, a small LiDAR, two IMUs, and an articulated beak that picks things up. Ships with 7 pre-trained behaviors including walking, kicking, and roller skating. Open on GitHub under Apache-2.0: the SDK, the simulator, and the RL training pipeline. So you can teach it new tricks.

6:31 AM ETPRPollen Robotics
Microduck - A tiny biped robot you can teach new tricks | Pollen Robotics

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 before taxes and shipping★Open source★Pre-orders open August 27, 2026★$399 before taxes and shipping★Open source★Pre-orders open August 27, 2026★$399 before taxes and shipping★Open source★Pre-orders open August 27, 2026★$399 before taxes and shipping★Open source★Pre-orders open August 27, 2026★$399 before taxes and shipping★Open source★Pre-orders open August 27, 2026★$399 before taxes and…

1:24 PM ETApptronik
Humanoids are for marketing, robots are the real business

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 for has a wheeled base instead. Apptronik, an Austin robotics company that has raised nearly a billion dollars to build a humanoid, now ships its flagship in two configurations, and the one destined for warehouses rolls. Logistics buyers, it turns out, want stability, battery life and predictability more than they want a machine that walks. The case for legs is a good one, and the company has…

12:08 PM ETDVDynamo Ventures
Dynamo Dispatch (2026/08/24) - by Santosh Sankar

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 across the physical economy along with our unique perspective and opinion. Join the thousands of founders, executives, and investors who read it. Over 4,000 subscribers Subscribe By subscribing, you agree Substack's Terms of Use, and acknowledge its Information Collection Notice and Privacy Policy. Already have an account? Sign in Dynamo Dispatch (2026/08/24) Issue 384 \| The grid, the canal, and the…

9:21 PM ET@ricci_nov
@ricci_nov on X

@cb_doge Every humanoid demo is bottlenecked on the same three things, and none of them is the AI: actuator torque density, battery energy density, and hand durability past a few thousand grasp cycles. The model can already plan the task — the wrist is what wears out first.

2:14 PM ET@ParadisLabs
@ParadisLabs on X

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 = 7.5% - Electrical = 6.0% - Vision = 4.7% - Compute = 4.6% - Power = 4.6% - Other = 0.9% * Piecing together various component costs across different Western OEMs. Numbers may be over/understated for this reason.

1:41 PM ETUnitree Robotics
Markets surge, track records fall, and in-context learning hits physical AI

- 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 8.86s 100m sprint, and how in-context learning is ending heavy fine-tuning. Humanoids Daily Aug 25, 2026 This week brought a stark look at the tension defining modern humanoid robotics: the gap between capital market euphoria, athletic spectacle, and the unglamorous realities of industrial utility. Unitree's blockbuster Shanghai STAR Market listing initially saw shares rocket over 600% to an…

1:16 PM ETOPOptimi
@elonmusk on X

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 mass driver on the Moon. My guess is that ~1M Optimi plus ~1GW of solar will constitute the first Von Neumann Probe, a system capable of replicating itself entirely from local materials on any sufficiently large planet or moon. This would enable expansion of civilization throughout the galaxy and reaching K3.

11:07 AM ETNVIDIA
NVIDIA Announces Jetson Orin Nano 2 Robotics Computer to Redefine Entry-Level Edge AI | NVIDIA Newsroom

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, enables millions of developers worldwide to build robots, delivery and inspection drones, and vision AI systems for frontier physical AI applications. - Jetson Orin Nano 2 delivers 2x the inference performance of its predecessor in the same form factor and consumes 40% less power at the same performance. - More than 3 million developers have built on the NVIDIA robotics stack, with Cognex, Doosan…

8:12 AM ETUnitree Robotics
China’s Robot Boom Tests Investor Discipline

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%) Exxon MobilXOM $159.68+2.97(1.90%) Costco Wholesale CorpCOST $943.65-1.82(-0.19%) Johnson & JohnsonJNJ $266.68-1.36(-0.51%) Procter & GamblePG $144.94+1.16(0.81%) Home DepotHD $327.13-3.06(-0.93%) Bank of AmericaBAC $62.06-0.26(-0.42%) AbbVie Inc.ABBV $255.59+0.11(0.04%) Palantir Technologies Inc.PLTR $185.84-0.46(-0.24%) Coca-ColaKO $89.07-0.59(-0.66%) Philip Morris InternationalPM…

11:13 AM ETDADandy
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

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 leading Physical AI business that is delivering the highest quality crowns at industry leading prices. And under the hood the technology breakthroughs are insane 1\. AI Crown Design - the team built their own model from scratch to drive down the cost of design and improve design accuracy that has led to industry leading remake rates 2\. Automated Nesting Technology - Maximizes their yield on CNC…

3:40 PM ETGAGeneralist AI
Generalist on X: "GEN-1.5, our latest embodied foundation model, can learn new tasks prompted with 3 - 12 seconds of a single demonstration, no gradient updates or fine-tuning. It generalizes prompts to new situations, recovers from mistakes, and improvises new strategies to reach the same goal." / X

Post Log in Sign up Post Generalist on X: "GEN-1.5, our latest embodied foundation model, can learn new tasks prompted with 3 - 12 seconds of a single demonstration, no gradient updates or fine-tuning. It generalizes prompts to new situations, recovers from mistakes, and improvises new strategies to reach the same goal." - Generalist @GeneralistAI Aug 19 Introducing GEN-1.5, a one-shot learner. It can learn new tasks in a few seconds. Show it what to do, and it generalizes. This capability emerged from pretraining on physical data at scale, as a step towards our mission of building general…

12:00 PM ETNVIDIA
Post-Train NVIDIA Cosmos 3 Edge for On-Device Robot Control | NVIDIA Technical Blog

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 Summary - NVIDIA Jetson Thor can run the 4B Cosmos 3 Edge omni-model natively for on-device robot manipulation policies. - Post-training Cosmos 3 Edge on the Cosmos3-DROID dataset produces a policy that generates action chunks in about 1.53 seconds on Jetson AGX Thor T5000, enabling continuous real-time control. - In closed-loop RoboLab evaluation, the post-trained Edge policy reaches 22.9%…

10:00 AM EThttps://www.facebook.com/48576411181
AME Agent Swarms Quietly Rewrite the Workflow - IEEE Spectrum

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 From AI Copilots to Agent Swarms Share FOR THE TECHNOLOGY INSIDER Search: Explore by topic Aerospace AI Biomedical Climate Tech Computing Consumer Electronics Energy History of Technology Robotics Semiconductors Telecommunications Transportation IEEE Spectrum FOR THE TECHNOLOGY INSIDER Topics Aerospace AI Biomedical Climate Tech Computing Consumer Electronics Energy History of Technology Robotics Semiconductors…

10:36 AM ETFigure
Theo Gage on X: "https://t.co/cIZx4OHoeU" / X

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 humanoid robots by 2060 Read that again. Not 3 million. Not 30 million. Three billion — more than the roughly 1.5 billion cars currently on Earth, on a per-capita basis. The obvious reaction: why would humanity ever need that many? Here's why the forecast isn't as crazy as it sounds. BofA's analysts don't frame this as science fiction. They frame it as a demographics problem — aging populations in…

1:23 AM ETTesla
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

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, which company would be easier to disrupt: Tesla or SpaceX? Grok 4.5 (Expert): \\Tesla is easier to disrupt.\\ An ASI-first company that then uses that intelligence to design and produce superior general-purpose humanoid robots has a much more direct, higher-leverage attack surface against Tesla than against SpaceX. The difference comes down to domain physics, regulatory/infrastructure scarcity,…

8:00 PM ETBMW Group
Press-Information June 25th 2026

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 Group Plant Spartanburg. - Robot development runs in parallel at BMW Group Plant Spartanburg and at Figure AI. - Assembly Hall in Spartanburg features BMW iFACTORY applications in artificial intelligence and virtualization. Munich/Spartanburg, USA. BMW Group intensifies the usage of digitalization and the use of artificial intelligence (AI) in production. With so-called Physical AI, which…

12:00 PM ETGoogle DeepMind
Gemini Robotics 2 brings whole body intelligence to robots — Google DeepMind

Skip to main content July 30, 2026 Models Gemini Robotics 2 brings whole body intelligence to robots Carolina Parada Share Your browser does not support the video tag. From feet to fingertips — we are teaching robots intelligent whole-body control, fine dexterity, and teamwork to complete a broad range of complex tasks For decades, we’ve dreamed of robots that can seamlessly step into our world and lend a hand. Now, that vision takes a significant stride forward. Most robots are pre-programmed or teleoperated for narrow, repetitive task sequences. They lack the ability to truly learn for…

12:00 PM ETGoogle DeepMind
Gemini Robotics 2 brings whole body intelligence to robots — Google DeepMind

Skip to main content July 30, 2026 Models Gemini Robotics 2 brings whole body intelligence to robots Carolina Parada Share Your browser does not support the video tag. From feet to fingertips — we are teaching robots intelligent whole-body control, fine dexterity, and teamwork to complete a broad range of complex tasks For decades, we’ve dreamed of robots that can seamlessly step into our world and lend a hand. Now, that vision takes a significant stride forward. Most robots are pre-programmed or teleoperated for narrow, repetitive task sequences. They lack the ability to truly learn for…

12:59 PM ETTMTata Motors
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

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 penetration by 2030, and global capital is watching where India fits into the post-China supply chain. Here's the essence: who makes the vehicles, what they're built from, who supplies each layer, where it's actually manufactured, and what's driving growth. 1\. The OEM Landscape Passenger vehicles (4W): EV sales surged 84% in FY2026 to 1.98 lakh units (4.3% of the PV market). Tata Motors leads but…

1:45 PM ETBMW Group
BMW Group deploys Figure 03

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. \| Source: BMW Group BMW Group is doubling down on its deployment of Figure.AI’s humanoid robots. The automaker last week announced that, following its successful deployment with Figure 02 at its plant in Spartanburg, S.C., it will deploy the company’s latest Figure 03 robot. “Plant Spartanburg is the birthplace of humanoid robotics in BMW Manufacturing’s operational day-to-day activities,” said…

10:24 AM ETBoston Dynamics
An Electric New Era for Atlas | Boston Dynamics

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. CustomizeReject AllAccept All Customize Consent Preferences We use cookies to help you navigate efficiently and perform certain functions. You will find detailed information about all cookies under each consent category below. The cookies that are categorized as "Necessary" are stored on your browser as they are essential for enabling the basic functionalities of the site. ... Show more…

—youtube.com
[音楽] 中国の代表的なヒューマノイドロボット UNIT3G1 おな んだ これもすごよくできてますね。 信じられない。 その構造を探るべく日経クロステックは分解を試みました。 [音楽] 複数のベアリングを使用し、ロッドの動き に合わせて…

[音楽] 中国の代表的なヒューマノイドロボット UNIT3G1 おな んだ これもすごよくできてますね。 信じられない。 その構造を探るべく日経クロステックは分解を試みました。 [音楽] 複数のベアリングを使用し、ロッドの動き に合わせて足首の角度を変える仕組みと なっています。すでに中国のロボット開発 は、え、見せるだけという段階を、え、 超えてき[音楽]ているようです。部品の 1つ1つを見ていくと、中国のロボット 開発[音楽]の現在地が見えてきました。 こちらのラボで、え、ヒューマノイドロボットの分解作業が行われています。え、中国性ロボットの、え、進化はどのようになっているでしょうか?腕から行くか。 うん。多分この真ん中を見てからどういう構造になってるかっていうのを あ、 見た方がいいんじゃね? 剥がす前に取っといて。 中国のネジってさ、なんかぬるっとしてんだよね。ここはこうでしょ。 あ、行く、行く。行った、行った、行った 。 なんかベルクロっぽいね。はい、開きます 。後ろが開きます。バカって。[笑い]何 もないや。じゃあ、これを剥がしていき ます。 反対側みようかね。 で、はい。よいしょ。 お、取れちゃった。よいしょ。はい。美容 同じ[鼻息]。同じだけど、ここは スピーカーだね。 外装を外すと黒い干賞剤がロボットの中身 を覆ってました。[音楽] 来た。 これはまた…

—CRClone Robotics
Hi, I'm Lexie Hart, your Robo Brief host. Today, humanoid robots are getting more lifelike, more affordable, and more u…

Hi, I'm Lexie Hart, your Robo Brief host. Today, humanoid robots are getting more lifelike, more affordable, and more useful all at once. First, Clone Robotics shows off Proto Clone, a startling Android built from artificial muscles instead of motors. Then, Kepler pushes its Forerunner K2 humanoid into mass production. And Reflex Robotics puts a wheeled humanoid to work moving packages in real warehouses. Let's dive in. First up, Clone Robotics and a machine that looks less like a robot and more like a living body. Its Android, called Proto Clone, is a full-size humanoid built with a…