What is true on Fcc?

On this layer

Fcc35Unitree9 Boston Dynamics6 Agility4 Galbot4 LimX Dynamics4 SpaceX4 Tesla4 Agibot3 Huawei3 Leju Robotics3 NVIDIA3 PaXini3 Sharpa3 Starlink3 UBTECH3 XPeng3 BYD2 DH-Robotics2 DJI2 Fourier2 Hyundai2 Lumos2 Morgan Stanley2 Physical Intelligence2 Toyota2 1X1 20230 US robotics revenue loss1 ams OSRAM1 Apptronik1 Autel1 Beagle Technology1BIS1canadian-factories1Changan1 Chery Automobile1 Ciena1 Coherent1 Corning1 Counterpoint1 DaxAI1deptofwar1Dexforce1 DJI Flip1DoD1drones and missiles1ercot1fda1Federal Communications Commission1federal-communications-commission1Figure1 Foxglove1 GAC1giga-texas1Goldman Sachs1 H1 2026 global humanoid shipments1 humanoid robots shipped globally in 20261 Husqvarna Group1 IEEE Robotics and Automation Society1 Indie Semiconductor1 industrial robots installed in China1 industrial robots installed in the US1 Li Auto1 Lumentum1 market share of Chinese firms in humanoids.1 MassRobotics1 Matic1 Mentee Robotics1 Mobileye1mountain-view,-california-production-facility1operational stock of industrial robots in China1 operational stock of industrial robots in the US1 Psyonic1puc1Reflect Orbital1 Rivian1 RoboStrategy1 Robotera1 Robotera’s parcel-sorting robot1 SAIC1 Seres1space-systems-command1subscribers1 Sumitomo1 Sungrow1swiss-factories1T-Mobile1 Tactien Group1terafab1u.s.-federal-communications-commission1White House1 WUJI1 X-Humanoid1 Xpeng’s robotics unit raised1 ZiNovaLabs1

Who captures

SpaceX4Unitree3Physical Intelligence2Tesla2DJI2Matic1WUJI1@pstAsiatech1Lumentum1Tactien Group1Indie Semiconductor1@smsehy1Husqvarna Group1RoboStrategy1Reflect Orbital1David Cao Physical AI Builders11X1ZiNovaLabs1@AtMapshock1MassRobotics1@tchsignal1Agibot1Counterpoint1@taki_kazuya1@Kirkland_Ellis1Fourier1@_htcnews1BYD1Foxglove1X-Humanoid1Ryan Reith and Navkendar Singh1Jess Leão1Paulina Szyzdek / HardTech VC1Weekly Robotics1Sidley Austin LLP1

Sourced numbers

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

drones and missiles1 units“Building ammunition stocks and attritable drone capacity is exactly what a military does when it expects to fight, not merely deter.”@AtMapshock on X

DJI Flip$351.2“The budget DJI you can still buy stateside.”Pentagon blacklist vs. FCC drone bans: What drone pilots…

humanoid robots shipped globally in 202622,000 units“more than 22,000 humanoid robots shipped globally in the first half of 2026”@tchsignal 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

Xpeng’s robotics unit raised$900million“more than $900 million at a post-money valuation of more than $6.3 billion.”Chinese automakers are following Tesla’s bet that robots are the next big profit machine | TechCrunch

Robotera’s parcel-sorting robot100 units“more than 100 units are already working across 15 Chinese warehouses.”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

LimX Luna robot200 units“more than 200 Luna robots can perform synchronised routines together.”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

subscribers10,000 units“Andra Keay does a lot of work describing how the development of robotics will shape our future. Her weekly posts are detailed and meticulously written.”ACTUATE takeaways and inside the FCC bans - by Andra Keay

industrial robots installed in China276,000 units“China installed roughly 276,000 industrial robots last year.”@GordonJohnson19 on X

industrial robots installed in the US38,000 units“The US installed about 38,000.”@GordonJohnson19 on X

operational stock of industrial robots in China2,000,000 units“China's operational stock is roughly 2 million units against our 394,000.”@GordonJohnson19 on X

operational stock of industrial robots in the US394,000 units“China's operational stock is roughly 2 million units against our 394,000.”@GordonJohnson19 on X

market share of Chinese firms in humanoids.100 units“Chinese firms shipped something like 80% of the world's humanoids and hold ~85% of the market.”@GordonJohnson19 on X

20230 US robotics revenue loss$2billion“the single worst year, 2030, alone accounting for above $2 billion of it.”IDC - The US Robotics Ban, Explained: Who Gets Hit?

Unitree's global market share20 units“Unitree, one of the biggest names in humanoid robotics with close to 20% of the global market.”Trump Administration Blocks New Chinese Robots Over Spying Fears - Men's Journal

← pulse .md twin

Published	Source	Entity	Captured intelligence	Topic
11:24 PM ET	@Newsforce	SpaceX	@Newsforce11:24 PM ETSpaceX @Newsforce on X 🇺🇸 @ElonMusk’s SpaceX just made a major move to bring satellite phone coverage inside buildings. AT&T's CEO has argued that satellite signals struggle to get through walls, limiting where the technology can work. @SpaceX is now buying… @elonmusk· Oct 8, 2026 This is the last critical piece of the spectrum puzzle needed for SpaceX to provide complete phone coverage in America https://t.co/kKjP072xZf	Policy
6:16 PM ET	@maticrobots	Matic	@maticrobots6:16 PM ETMatic @maticrobots on X Long term thinking from day one. https://t.co/Qrt7pxrObw	Physical AI
9:01 AM ET	@PrismaXai	WUJI	@PrismaXai9:01 AM ETWUJI @PrismaXai on X We eyeballed where the arms went at IROS. It didn't matter. Mounting height did. A 1 cm error cuts success rates by something like 70%. @castorhat's recap covers what mattered for our π0.5 demo, what didn't, and the other site-unseen demos… @PrismaXai· Oct 6, 2026 Field notes from IROS 2026 in Pittsburgh: a show floor full of dexterous hands, hand makers turning into data companies, and site-unseen demos that held up. https://t.co/76rYBC8l6B	Humanoids
4:11 PM ET	@pstAsiatech		@pstAsiatech4:11 PM ET @pstAsiatech on X US FCC to vote to ban all Chinese labs from testing US electronics https://t.co/hjV0mmTHyd	Compute
11:21 AM ET	@elonmusk	SpaceX	@elonmusk11:21 AM ETSpaceX @elonmusk on X Starlink Mobile (direct-to-cell) V2 satellites are incredible. This @SpaceX constellation will enable more than 100 times the bandwidth of our current V1 system! https://t.co/qX8D73c5Cs @XFreeze· Oct 7, 2026 SpaceX just got a massive FCC green light for Starlink Mobile The FCC has approved SpaceX to launch and operate up to 15,000 next-generation satellites built for direct-to-phone connectivity The new system is designed to: • Target peak speeds of up to 150 Mbps per user • Connect ordinary cell phones directly from space • Operate in very low orbit at roughly 326–335 km • Use T-Mobile spectrum alongside spectrum SpaceX is acquiring from EchoStar • Deliver orders of magnitude more capacity than the first-generation Starlink Mobile constellation SpaceX currently has roughly 650 dedicated mobile satellites in orbit The FCC also granted a waiver giving SpaceX a path to provide satellite wireless service without requiring a spectrum-leasing agreement with a terrestrial mobile operator Starlink Mobile is moving far beyond basic dead-zone connectivity SpaceX is building toward a full 5G cellular network in space	Compute
10:09 AM ET	@pequityresearch	Lumentum	@pequityresearch10:09 AM ETLumentum @pequityresearch on X Morgan Stanley Tech Talk: Optics > Expect companies like AMS-Osram and Sumitomo to compete with likes of Lumentum and Coherent in NPO. > FCC decision in coming 1 month (likey) to come on 3.2T transceivers, benefitting Lumentum and…	Compute
7:00 PM ET	@PrismaXai	Physical Intelligence	@PrismaXai7:00 PM ETPhysical Intelligence @PrismaXai on X Boston Dynamics didn't have a booth at IROS 2026. It still took the week. @castorhat's recap from Pittsburgh covers a show floor crowded with hands, hand makers turning into data companies, and the site-unseen demos that held up ⤵️… @PrismaXai· Oct 6, 2026 Field notes from IROS 2026 in Pittsburgh: a show floor full of dexterous hands, hand makers turning into data companies, and site-unseen demos that held up. https://t.co/76rYBC8l6B	Humanoids
5:36 PM ET	@PrismaXai	Physical Intelligence	@PrismaXai5:36 PM ETPhysical Intelligence @PrismaXai on X Field notes from IROS 2026 in Pittsburgh: a show floor full of dexterous hands, hand makers turning into data companies, and site-unseen demos that held up. https://t.co/76rYBC8l6B	Humanoids
6:29 AM ET	@UnmannedSystem	Tactien Group	@UnmannedSystem6:29 AM ETTactien Group @UnmannedSystem on X The Tactien Group outlines how the FCC’s proposed military-grade drone definition could affect foreign-manufactured UAS, existing fleets, infrastructure applications and future procurement decisions across America. Read more:…	Policy
11:49 AM ET	@CKCapitalxx	Indie Semiconductor	@CKCapitalxx11:49 AM ETIndie Semiconductor @CKCapitalxx on X I still believe $INDI is one of the best opportunities for investing in the growth of humanoid robots, and nobody talks about this stock. Some of the biggest humanoid robot companies in the world are already using indie’s products. Robots…	Humanoids
7:11 AM ET	@smsehy		@smsehy7:11 AM ET @smsehy on X The FCC ban on foreign autonomous robots highlights the real constraint underneath the headline. Banning finished assemblies does not replace the rare earth magnet and actuator supply chain. Domestic robotics deployment depends on the…	Policy
12:02 PM ET	@Newsforce	SpaceX	@Newsforce12:02 PM ETSpaceX @Newsforce on X 🇺🇸 @SpaceX is pushing the boundaries of space technology with plans for up to 1 million satellites that could bring massive AI computing power into orbit. Reported FCC details show each Starmind AI data center satellite could weigh up to…	Compute
8:57 AM ET	@BillHughesDC	Husqvarna Group	@BillHughesDC8:57 AM ETHusqvarna Group @BillHughesDC on X Lost in the shuffle last week: Husqvarna Group has become the first robotics company to receive Conditional Approval from the Federal Communications Commission (@FCC ) for foreign-produced advanced robotic devices on the U.S. market. The…	Policy
7:32 AM ET	@BillHughesDC	RoboStrategy	@BillHughesDC7:32 AM ETRoboStrategy @BillHughesDC on X The @FCC is writing communications-supply-chain rules that are very likely to shape how robots are built, tested, sold, serviced, and financed in the United States. Today, @RoboStrategy filed comments explaining why those effects deserve…	Physical AI
5:11 PM ET	@spaceandtech_	Reflect Orbital	@spaceandtech_5:11 PM ETReflect Orbital @spaceandtech_ on X California-based startup Reflect Orbital plans to bring sunlight to Earth after dark using satellites equipped with giant mirrors. The company’s first test satellite, called Eärendil-1, has received approval from the U.S. Federal…	Energy
6:15 AM ET	@Newsforce	SpaceX	@Newsforce6:15 AM ETSpaceX @Newsforce on X 🇺🇸 @SpaceX has filed with the FCC seeking permission to fly @Starlink terminals during Starship's 14th flight test, confirming plans for the program's first real attempt at reaching orbit. The FCC filing lists September 15, 2026 as the…	Funding
10:08 AM ET	David Cao Physical AI Builders		David Cao Physical AI Builders10:08 AM ET Home \| Physical AI Signal Newsletter \| Physical AI Builders Newsletter Subscribe TwitterLinkedInFacebookYouTubeDiscord \\ \\ Sep 2, 2026\\ \\ •\\ \\ 3 min read\\ \\ Physical AI Newsletter is one year old, thank you!\\ \\ Now also on Linkedin, X.com\\ \\ \\ \\ David Cao \\ \\…	Physical AI
10:48 PM ET	@DiplockColin	1X	@DiplockColin10:48 PM ET1X @DiplockColin: No matching tweets found in the results for policy items (FCC Covered List, drone tariff, BIS, export control), DJI, SoftBank 1X, hiring/rob No matching tweets found in the results for policy items (FCC Covered List, drone tariff, BIS, export control), DJI, SoftBank 1X, hiring/robot technician/manufacturing engineer/factory jobs, UBTECH, Fourier, Kepler, or Leaderdrive.	Policy
10:31 PM ET	https://x.com/LimX_Dynamics	ZiNovaLabs	https://x.com/LimX_Dynamics10:31 PM ETZiNovaLabs 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…	Humanoids
10:51 PM ET	@AtMapshock		@AtMapshock10:51 PM ET @AtMapshock on X The shift to drones and missiles is not symbolic — it reflects a judgment that a high-intensity, island-chain conflict would consume munitions and cheap systems at rates legacy inventories cannot sustain. Building ammunition stocks and…	Policy
2:41 PM ET	Hannah Shapiro	MassRobotics	Hannah Shapiro2:41 PM ETMassRobotics FCC Covered List Ruling: Member Survey Results Overview In response to the FCC’s July 2026 definition of an “advanced robotics device” and its inclusion on the Covered List, MassRobotics spoke to and surveyed resident startups, corporate sponsor […] The post FCC Covered List Ruling:…	Policy
10:16 AM ET	@WitoldZiarno	Tesla	@WitoldZiarno10:16 AM ETTesla @WitoldZiarno on X @WhiteHouse @elonmusk @WSJ @GregoryKBovino @nypost @latimes @DHSgov @ICEgov @Tesla 4/10 July 28 2026: FCC added foreign humanoids & quadrupeds to Covered List. New imports banned after interagency finding of “unacceptable” national…	Humanoids
4:50 AM ET	@djirumor	DJI	@djirumor4:50 AM ETDJI Pentagon blacklist vs. FCC drone bans: What drone pilots… Breaking Pentagon blacklist vs. FCC drone bans: What drone pilots need to know about the differences thedronegirl.com 2d ago Aug 31, 2026 The Pentagon blacklist is a paper cut for DJI — it only blocks federal contracts. The FCC ban is the…	Policy
3:16 AM ET	@tchsignal		@tchsignal3:16 AM ET @tchsignal on X U.S. Barriers Test China's Robotics Scale Advantage The U.S. is raising barriers around foreign-made drones and advanced robots, but those measures are colliding with a market where Chinese manufacturers already operate at major scale. The…	Policy
10:34 PM ET	Kate Park	Agibot	Kate Park10:34 PM ETAgibot The US is building barriers around drones and robots, but China has scale to get around them \| TechCrunch Checking your Browser… Verifying... Stuck? Troubleshoot Success! Verification failed Troubleshoot Verification expired Refresh Verification expired Refresh Troubleshoot Cloudflare, opens in a new tab Privacy • Help Skip to content Image…	Policy
10:34 PM ET	Kate Park	Counterpoint	Kate Park10:34 PM ETCounterpoint The US is building barriers around drones and robots, but China has scale to get around them \| TechCrunch Checking your Browser… Verifying... Stuck? Troubleshoot Success! Verification failed Troubleshoot Verification expired Refresh Verification expired Refresh Troubleshoot Cloudflare, opens in a new tab Privacy • Help Skip to content Image…	Policy
10:34 PM ET	Kate Park / TechCrunch	Unitree	Kate Park / TechCrunch10:34 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…	Policy
8:00 PM ET	The Drone Girl	DJI	The Drone Girl8:00 PM ETDJI Pentagon 1260H vs FCC Covered List: two drone/robot bars The Drone Girl (Aug 31, 2026): DoD Section 1260H list (FY2021 NDAA) bars listed 'Chinese military companies' (includes DJI) from certain federal procurement. FCC Covered List under Secure and Trusted Communications Networks Act blocks new…	Policy
2:19 PM ET	@AtMapshock	Unitree	@AtMapshock2:19 PM ETUnitree @AtMapshock on X The FCC Constraint: Closing the Western Market Escape Valve One mechanism that might have imposed commercial discipline on Chinese humanoid makers — exposure to demanding Western end-users who would not accept subsidized, underperforming…	Humanoids
12:00 AM ET	@taki_kazuya		@taki_kazuya12:00 AM ET @taki_kazuya on X Last month, the FCC updated its Covered List, in a shot mostly at China, which controls a majority of the humanoid robot market. こん前の月に、FCC（米連邦通信委員会）は、主に中国を標的として規制対象リスト（Covered List）を更新したんよね。	Policy
7:24 PM ET	Kirsten Korosec	Tesla	Kirsten Korosec7:24 PM ETTesla Chinese automakers are following Tesla’s bet that robots are the next big profit machine \| TechCrunch 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 Tesla’s bet that robots are the next big…	Humanoids
6:18 PM ET	@Kirkland_Ellis		@Kirkland_Ellis6:18 PM ET 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…	Policy
9:52 AM ET	https://x.com/aiwithmayank	Fourier	https://x.com/aiwithmayank9:52 AM ETFourier 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 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 vision and touch. It is designed for…	Humanoids
8:54 PM ET	@_htcnews		@_htcnews8:54 PM ET @humanoidtiger \| Humanoid Tiger Collection, Humanoid Tiger 1Q0NlIjMlUGbn92bnJjMlE0MlIjMlIXZyJXZmVmUsFWaj92cyITJDJTJyITJ6hXcaNHdHJUNERmew9WLhJVc0VWO2JEZqp1QtgDcqdUT2Z3VoBTW5cTe4dGOsJ0Z4xWMlBVMYx0VtYVY5gmRGp1X2xmVTRkY2I3cO9UcPNjUkJVayYWUD52RD5UOlJVZORTVENkbxQES0ZVNhV2R3c0dZFXOLJnc0B3Z1dnawJ1UuhWQtg0c…	Humanoids
12:21 PM ET	@SexyTechNews	BYD	@SexyTechNews12:21 PM ETBYD @SexyTechNews on X FCC "Buy American" rule walls off foreign humanoids. New Covered List action blocks new foreign humanoid/quadruped models from US equipment authorization via a domestic-content test — directly hits BYD's newly unveiled Xiao Di and Unitree…	Humanoids
10:05 AM ET	Andra Keay	Foxglove	Andra Keay10:05 AM ETFoxglove ACTUATE takeaways and inside the FCC bans - by Andra Keay 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 subscribers Subscribe By subscribing,…	Humanoids
5:47 AM ET	@GordonJohnson19	X-Humanoid	@GordonJohnson195:47 AM ETX-Humanoid @GordonJohnson19 on X A robot built by Beijing's X-Humanoid ran 100 meters in 9.39 seconds on Saturday. Bolt's record is 9.58. Elsewhere at those games, robots tripped, came apart, and one caught fire. Everyone is quoting the one that caught fire. That is not…	Humanoids
8:00 AM ET	Ryan Reith and Navkendar Singh		Ryan Reith and Navkendar Singh8:00 AM ET IDC - The US Robotics Ban, Explained: Who Gets Hit? Skip to main Skip to search Skip to footer Become a Client You have reached the bottom of the dialog. Focus is being moved to the close button. Robotics August 17, 2026 10 min What Does the US Robotics Ban on Foreign Imports Really Mean?…	Policy
1:17 PM ET	Jess Leão		Jess Leão1:17 PM ET 100 Million Square Feet 🏭 Terafab, ERCOT's 474 gigawatts, + are security incidents the new benchmaxxing?	Compute
12:11 AM ET	Paulina Szyzdek / HardTech VC		Paulina Szyzdek / HardTech VC12:11 AM ET 🦾 HardTech Reads: The AI & Robotics Revolution vol.87 🤘 Welcome to the exploration of the world where founders embark on bold quests and solve non-obvious problems	Humanoids
7:00 PM ET	Weekly Robotics		Weekly Robotics7:00 PM ET Weekly Robotics #371 Today in the Weekly Robotics newsletter: Gemini Robotics 2, a place to find your next robot dataset, how it is to build large construction robots, the legacy of the DARPA Robotics Challenge, and more!	Humanoids
8:33 AM ET	Siddharth Munjal	Unitree	Siddharth Munjal8:33 AM ETUnitree Trump Administration Blocks New Chinese Robots Over Spying Fears - Men's Journal Skip to main content 2026 Best Tools Essentials for Every Craftsman Trump Administration Blocks New Chinese Robots Over Spying Fears Trump admin bans imports of new Chinese humanoid robots and power inverters over spying fears — a blow to…	Humanoids
8:00 PM ET	Sidley Austin LLP		Sidley Austin LLP8:00 PM ET FCC adds foreign-produced advanced robotic devices to Covered List On July 28, 2026, FCC PSHSB added foreign-produced advanced robotic devices to the Covered List (Public Notice DA 26-786).	Policy

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