Unitree74Figure40SoftBank36Agility351X Technologies30Nvidia26Tesla26OpenAI15AGIBOTofficial12Apptronik12XPeng12boston-dynamics11Hugging Face9Fcc8Google DeepMind7Hyundai7UBTech7Skild AI6Amazon5CXMT5Gravis Robotics5Samsung5Tencent5Alibaba4DeepSeek4IDG Capital4Nscale4SpaceX4Veeda AI4XPeng Robotics4宇树科技4a16z3Axis Robotics3BMW3Callosum3Deep Robotics3dollars3Fourier3Galbot3Gaorong Ventures3GXO3humanoid robots3LimX Dynamics3Physical Intelligence3Shanghai3SK hynix3Thinking Machines Lab3tokens processed3UnitreeRobotics3YMTC3Zhipu31X Robotics22077 Ventures2ABB2Aglaé Lab2AI chip inference cluster2Alpha Intelligence Capital2AMI Labs2Artémis2Association Familiale Mulliez2Binance2Bpifrance Digital Venture2BYD2CCXI2Chery Automobile2company valuation2Dyna Robotics2Fremont2GE Appliances2Generalist2Goldman Sachs2Groupe Industriel Marcel Dassault2Harmonic Drive2Hyundai Motor Group2IPO proceeds2IPO valuation2Khosla Ventures2Leaderdrive2LG2Lingyi iTech2Mercado Libre2META2MRVL2Nabla2napkin production2ndrc2Net Profit2New Legacy Ventures2Nox Metals2opening price2Publicis Groupe2Qatar Investment Authority2Radical Ventures2Salesforce2SBVA2Schaeffler2Schaeffler Group2Sea2Shein2Standard Bots2Temasek2Toyota2Toyota Ventures2UnitreeRobotics IPO2valuation2video uploads2weekly active contributors2X Square Robot2XPeng Motors2ZEBOX Ventures2アスター2燈2秋田県横手市21X acquisition12025 humanoid shipments14iG170,000-sq.-ft.-manufacturing-facility1a16z Machine Age Fund.1AAOI1acquisition valuation1actuation cost1Agibot's performance in the World Humanoid Robot Games.1agilityrobotics1AI and humanoid revenue1AiMOGA Robotics1Alibaba Group1Alloy Robotics1AMD1AMD Ventures1AMI Labs funding1Amount raised by AMI Labs in funding.1AMZN1Andreessen Horowitz1Andreessen Horowitz fifth growth fund1Anduril1Ant1Anthropic1Antioch1app downloads1Aramco1Asimov1assembly time1AT&T Ventures1Atlas deployment target for 2028.1AUKI1austin,-texas1Avala1average per-step success1B Capital1BABA1BABA funding for AI.1barstow,-texas1Bedrock1Beijing Humanoid Robot Innovation Center1BlackRock1BMW Spartanburg1bmw-spartanburg1botq1Bronze medals won by Agibot.1california-mega-factory1Cardinal Group1CareIT1Catalyst Brands1Cerebras1Changan1chemistry1Chery AiMOGA1China National Petroleum1China orders1China Southern Power Grid1China Telecom1china’s-ministry-of-industry-and-information-technology1chinese-regulators1Churchill Capital XI1Citic Securities1cleared transactions in 20251Closing stock price on debut1Cloudflare1commitment to data and compute for the next 12 months1committed orders1committee-on-foreign-investment-in-the-united-states-(cfius)1contracted orders1Cost of the GR-1 humanoid1cost of the humanoid robot1Cruise1cumulative funding1cumulative quadrupeds1current humanoid BOM1current share price1Cursor1Cursor valuation1CXMT's fundraising in Shanghai.1CXMT's IPO performance1CXMT's stock performance on debut.1d-Matrix1Datadog1Decart1Decart valuation1DeepgramAI1Delivery timeline for a data center.1detroit1Dexmate1dextrous hands cost1Diligent Robotics1Din Tai Fung1DiscoLoopAI1DISCOVER Robotics1Dobot1doe1Dogotix1domestic AI chip inference cluster1DoorDash1Drones owned by the Pentagon1dual-arm payload1Dynamo Ventures1early capital1Eccentric Machines1Eptolink1Equinor1estimated revenue in 20261EU's AI strategy related to chip supply.1Exor Seeds1external funding round1FaradayFuture's investment1fiftyyears1Figure_robot1Figure_robot's commitment to data and compute1Flash1Forbes July BYD fleet claim1Forge private tape Aug 311FORT Robotics1Foxglove1full-size humanoid units1full-size humanoids revenue1full-year projections1Funding raised by XPeng Robotics.1GAC1Gaorong1Geely Qiantang1General Motors1Generalist AI1Genesis AI1georgia1glen-cove1Global rollout target by 2029-2030.1global shipments1global shipments of humanoid robots1GMI1Gold medals won by Agibot.1GoldmanSachs1GOOG1Gritt1GrubMarket1guangxi-regional-government1hangzhou1hangzhou-yushu-technology1Hayward capacity1HBM prices.1Hecto1Hexagon Robotics1Highest stock price on debut1HK+Shanghai IPO proceeds YTD 20261hkex1hmgma-georgia-plant1hong-kong1HongShan1Huawei1Humanoid1humanoid robot startups1Humanoid robots procurement1humanoid shipment1Hyundai Glovis1Hyundai Metaplant America1Hyundai Mobis1Hyundai's robot plant capacity1implied bid, talks ongoing1Index uploads1industrial robots installed in China1industrial robots installed in the US1inference cost reduction1initial public offering (IPO) boom across Chinese stock markets1Initial stock price1Innolight1insider check1investment in Veeda1investment opportunity1Investor Interest1IPO price1IPO pricing1IRON1J.P. Morgan1Japan orders1Japan's postal service1JD Corporate1John Deere1kia-georgia-plant1lackawanna-energy-center1Lattice Semiconductor1Leju1Leju Robotics1LG Innotek1Li Auto1LITE1louisville-appliance-park1lowest stock price1Lowest stock price after debut1Madison Air1majority-stake talks valuation1MarathonMP1market share of Chinese firms in humanoids.1market size for Autonomous AI1market value drop1Max tasks available per day during the campaign.1mechanical integration of motors in robotic hands1Meituan1memory manufacturer capacity1Mentee acquisition1Mentee Robotics1Mercedes-Benz1Mercedes-Benz Group1MercedesBenz1Micron1MIIT1MIIT/SASAC commercial-use goal1Milk Road PRO1ministry-of-science-and-ict1Mitsubishi Electric1Mobileye1Moderna1Monthly production capacity for XPeng IRON.1Moonshot AI1Morgan Stanley1MorganStanley1Motherboard Labs1MP Materials1nat gas turbine production1National Council for Social Security Fund1national-development-and-reform-commission1NBIS1Nebius1NEO1NEO Factory Hayward1NEO price1NeoSigma1NEURA1NEURA Robotics1NEURA valuation1new technical hires as part of union agreement1Niron Magnetics1non-full-size humanoid units1Noom1Norbert Health1North America orders1NotionHQ1Nscale IPO.1NSF1NSF award1Nucleus1Number of downloads of the Index platform.1opening jump1OpenRouter1OpenRouter valuation1operational stock of industrial robots in China1operational stock of industrial robots in the US1Orders for NEO1OUST1outsetcap1Overseas Sales1Owkin1Parkway Venture Capital1Parkway Venture Capital ranking1PaXini1PaXini claimed run, unverified1PaXini March round USD equivalent as cited1payments made through Index1payouts1Peak61PEAQ1pennsylvania-governor-josh-shapiro1percentage drop in shares1percentage increase in revenue1performance requirements for humanoid robotic hands1Personal investment by XPENG founder and co-president1Pink Robotics1PokeBot1Pollen Robotics1portsmouth-site1pre-orders1price1prior raise ask1private-market mark1Qiming VC1Red Cat Holdings1REK1Renault1retail demand1Rivian1robofab1RoboFab annual capacity1RoboFab Salem1RoboStrategy, Inc.1robot production capacity1robot production in China1robot-park1Robotera1robots shipped last year1SAIC1Samsung Electro Mechanics1San Carlos1Saronic1SASAC1sensing cost1Seres1Series A funding1Serve Robotics1shanghai-stock-exchange1Sharpa Robotics1Shield AI1Silver medals won by Agibot.1SKF1SKHY Indiana packaging plant.1Skydio1south-korea-ministry-of-planning-and-budget1SpaceX IPO funding1spartanburg1SPCX1STAR YTD proceeds1star-market1Starlink1Starlink Mobile expansion1structure cost1Sungrow1Suzhou Leader Harmonious Drive Systems Co., Ltd.1targeted public raise1taylor,-texas1technia1teleoperation hours1Tencent Global1Tencent Holdings1Top vendor positions in global humanoid shipments.1Total campaign rewards1Total capital raised1Total humanoid shipments from China in H1 2026.1total humanoids sold worldwide in 2025.1total memory SAM per unit1Total number of videos collected by Index.1total paid out1total payment1Total points per reward cycle.1Total points reserved for Binance Keyless Wallet users.1Total robotic systems procurement1total robots shipped1Toyota Motor Manufacturing Canada1transaction valuation1TRON 21u.s.-federal-communications-commission1Uber1UBTECH Robotics1unit price for humanoid robots1units sold1UT Austin1VAC1valuation of 1X1Valuation of XPENG's robotics business.1Veeda1vercel1videos uploaded1wafer1Wafer's funding announcement.1Wandercraft1Wayve1weekly active users1weight handled by humanoid robots in manufacturing.1Wing_VC1Wonik Robotics1X-Humanoid1xAI1Xiaomi1Xinhua production claim 20261xmaquina1XPeng robotics funding1Xpeng robotics post-money1Xpeng robotics unit raise1XPENG_Global1XPENG_Global Robotics1XPENG_Global's funding1XPENG's funding.1XPENG's robotics funding1Xpeng’s robotics unit raised1Yangtze OF1ycombinator1yuan first-day high1yuan midday market value1yuan Monday low1Zhipu's AI path1ZiNovaLabs1三菱電機1出資1国家发展改革委1宇树科技 market value.1宇树科技 share price on August 241宇树科技（Unitree Robotics)1市值缩水1燈がアスターに出資する計画1
Thinking Machines Lab$1billion“Thinking Machines Lab is in talks to raise $1 billion at a $40 billion pre-money valuation, according to The Information.”@stretchcloud on X
Thinking Machines Lab$1billion“Thinking Machines Lab is in talks to raise $1 billion at a $40 billion pre-money valuation, according to The Information.”@stretchcloud on X
Hugging Face$12,900,000,000“Nvidia just agreed to acquire Hugging Face for $12,900,000,000”@joinautopilot on X
Figure$0“While its easy to see that Nvidia has invested more money into Figure and come to the conclusion that they have a higher conviction level in Figure over Agility.”@CrossedOffCap on X
XPENG_Global Robotics$900M“@XPENG_Global Robotics raised $ 900M+.”@Biti8888 on X
Unitree$33billion“Unitree lost about $33 billion in market value in just 11 trading days.”@techniahqrobot on X
GE Appliances$1B“GE Appliances just announced a $1B investment that will turn its Louisville Appliance Park into the largest home-appliance factory in America.”@Newsforce on X
global shipments22,000 units“Global shipments surpassed 22,000 units in H1 2026—nearly 300% year-over-year growth.”@engineeredarts_ on X
full-year projections50,000 units“Full-year projections now exceed 50,000.”@engineeredarts_ on X
Tesla Optimus V3 mass production1,000,000 units“Tesla Optimus V3 has entered mass production with a target of 1 million units annually.”@engineeredarts_ on X
XPeng robotics funding$900million“XPeng's robotics arm closed over $900 million in Series A funding.”@engineeredarts_ on 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
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
pre-orders10,000 units“It received over 10,000 orders within the first week, according to 1X, but no robots have yet been delivered to customers.”@pstAsiatech on X
humanoids shipped by Figure1,000 units“has already shipped 1,000+ humanoids.”@Astra1Byte on X
Agibot's performance in the World Humanoid Robot Games.46 units“Agibot finished #1 in both golds and total medals, with 18 gold, 16 silver and 12 bronze, 46 medals altogether.”@ruima on X
Gold medals won by Agibot.18 units“Agibot finished #1 in both golds and total medals, with 18 gold, 16 silver and 12 bronze, 46 medals altogether.”@ruima on X
Silver medals won by Agibot.16 units“Agibot finished #1 in both golds and total medals, with 18 gold, 16 silver and 12 bronze, 46 medals altogether.”@ruima on X
Bronze medals won by Agibot.12 units“Agibot finished #1 in both golds and total medals, with 18 gold, 16 silver and 12 bronze, 46 medals altogether.”@ruima on X
Cost of the GR-1 humanoid$125,000“Shanghai-based Fourier Intelligence deployed their $125,000 GR-1 humanoid onto public transit to assist an elderly citizen.”@rich_odinn on X
total memory SAM per unit$250“we see a SAM range of between $250-$350 for DRAM and $350-$450 for NAND, for a total memory SAM of between $600-$800 or more per unit.”@ParadisLabs on X
market value drop$21,880,000,000“wiping roughly 218.8 billion yuan off its peak market value.”@jiemian_news on X
current share price$83.2“trading at 559.11 yuan (US$83.2) by the midday close”@jiemian_news on X
percentage drop in shares49 units“down about 49% from the 1,100 yuan opening price”@jiemian_news on X
IPO pricing$150.8“Unitree Robotics opened around 1,100 yuan after pricing its Shanghai STAR Market IPO at 150.80 yuan.”@tom_dallimore on X
opening jump600 units“That’s a >600% jump at the open for a humanoid-robot maker known for robots that dance, run and backflip.”@tom_dallimore on X
retail demand8,000 units“Retail demand reportedly reaching 5,500–8,000x is another.”@tom_dallimore on X
teleoperation hours100000 hrs“Skild says the equivalent training data took to collect.”@Robot_AIsignals on X
average per-step success66 units“Skild reports 66% average per-step success on unseen tasks against 9% for a language-prompted baseline, once pre-training reaches 100,000 hours (company claim, internal evaluation).”@Robot_AIsignals on X
Index uploads16,000,000 units“Index has taken 16 million uploads from 108 countries,”@Robot_AIsignals on X
weekly active contributors44,000 units“carries 44,000+ weekly active contributors”@Robot_AIsignals on X
payments made through Index$15M“has paid out $15M — with over $1B committed to data and compute across the next twelve months (company claims).”@Robot_AIsignals on X
BABA funding for AI.$10.2B“$BABA selling $10.2B of stock to fund AI.”@ParadisLabs on X
a16z Machine Age Fund.$1.1B“a16z launched $1.1B Machine Age Fund for chips, memory, networking, data centres, cooling, robotics and edge.”@ParadisLabs on X
Nscale IPO.3 units“Nscale (backed by $NVDA) targeting up to $3B in US IPO soon.”@ParadisLabs on X
HBM prices.50 hrs“HBM contract prices maybe +50% or more in 2027 on the back of the $NVDA server hike = memory makers keep printing earnings.”@ParadisLabs on X
SKHY Indiana packaging plant.458 units“$458M CHIPS funding done.”@ParadisLabs on X
Initial stock price$150.8“发行价 150.8 元。首日盘中冲到 1100 元,收盘 845 元,涨幅 460%。”@Michaelzsguo on X
Highest stock price on debut$1,100“首日盘中冲到 1100 元,收盘 845 元,涨幅 460%。”@Michaelzsguo on X
Closing stock price on debut$845“首日盘中冲到 1100 元,收盘 845 元,涨幅 460%。”@Michaelzsguo on X
Lowest stock price after debut$585“8 月 28 日跌到 585 元,比首日最高点跌了近一半。”@Michaelzsguo on X
1X acquisition$6billion“SoftBank is set to acquire humanoid robot developer 1X, valued at approximately $6 billion, in a deal backed by OpenAI.”@dsoajh on X
1X$6billion“valuing the OpenAI-backed startup at about $6 billion”@theinformation on X
Unitree Robotics$150.8“IPO'd at 150.80 yuan, peaked +629% (~6B), ~219x earnings.”@InsanelyQurious on X
XPENG_Global's funding$900M“@XPENG_Global’s robotics unit raised $900M+ at a $6.3B valuation, the largest private embodied-AI round in China.”@continuumlabs_ on X
Figure_robot's commitment to data and compute$1B“@Figure_robot launched Index, its global robot-training data pipeline, and committed $1B+ to data and compute over the next 12 months.”@continuumlabs_ on X
FaradayFuture's investment$5B“@FaradayFuture launched its “EAI Robotics Made in USA” plan with $5B U.S. investment over 10 years and a robot factory by year-end.”@continuumlabs_ on X
Hyundai's robot plant capacity30,000 units“Hyundai outlined a U.S. robot plant with 30,000-unit annual capacity from 2028, plus Atlas on HMGMA lines.”@continuumlabs_ on X
Digit's real-world operation hours65000 hrs“@agilityrobotics said Digit is live at 9 customer sites with 65,000+ hours of real-world operation.”@continuumlabs_ on X
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
XPENG's robotics funding$900million“Its robotics business just raised more than $900 million, reaching a post-money valuation above $6.3 billion.”@techniahqrobot on X
Personal investment by XPENG founder and co-president$100million“XPENG founder He Xiaopeng and co-president Brian Gu also invested roughly $100 million personally.”@techniahqrobot on X
humanoid robots14,400 units“China cranked out 14,400 humanoid robots in 2025, about 85% worldwide, yet actual paying customers barely exist.”@fuelmeupcc on X
unit price for humanoid robots$8k“Startups already dumping units near $8k.”@fuelmeupcc on X
mechanical integration of motors in robotic hands0 units“Compact frameless motors can be integrated directly into dexterous robotic hands to drive finger and joint movement while keeping the mechanism extremely compact.”@techniahqrobot on X
performance requirements for humanoid robotic hands0 units“For humanoid robots, hand performance will depend heavily on this kind of engineering high torque, precise control and more actuators packed into very limited space.”@techniahqrobot on X
robot production in China10,000 units“Output tops 10,000 units in 2025 but a robot that needs a researcher steering its wrist isn't replacing a warehouse worker.”@fuelmeupcc on X
stated dollar/currency figure$6billion“umanoid robotics company 1X at a valuation around $6 billion, focusing on residential applications.”@myusedrobot on X
stated dollar/currency figure$6billion“bot maker 1X Technologies at a valuation of about $6 billion. https://www.theinformation.com/articles/softbank”@notreload_ai on X
dual-arm payload50 units“The robot is built for industrial scenarios that need wheeled mobility and up to 50kg of dual-arm payload.”@TheHumanoidHub on X
acquisition valuation$6B“SoftBank is reportedly in talks to acquire a majority stake in @1x_tech at a $6B valuation.”@Biti8888 on X
SoftBank's valuation of humanoid robots.$6B“$6B for 1X implies SoftBank is pricing humanoid robots on AI-adjacent multiples, not on any demonstrated unit economics.”@noboonchain on X
Hugging Face's robotic product offering.$399“Hugging Face ships a $399 duck you can actually train tonight.”@ricci_nov on X
Atlas deployment target for 2028.30,000 units“U.S. annual production capacity target: 30,000 units.”@StragglerLiu on X
Global rollout target by 2029-2030.25,000 units“Target: 25,000+ Atlases deployed.”@StragglerLiu on X
XPENG's funding.900 units“On August 24, 2026, announced its robotics business raised over $900M at a post-money valuation of over $6.3B.”@StragglerLiu on X
Tesla's production estimate.16,800 units“2026 total production estimated at 20,000-30,000 units.”@StragglerLiu on X
SoftBank's investment in 1X$6BILLION“@SoftBank is in talks to buy a majority stake in @OpenAI-backed humanoid robot startup 1X at a $6 BILLION valuation.”@thetechstartups on X
Valuation of XPENG's robotics business.$6.3billion“at a valuation of over $6.3 billion.”@CyberRobooo on X
Agility Robotics$300million“We have over $300 million of booked orders.”@ValueInIdeas on X
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
valuation$6,000,000,000“SoftBank is in talks to acquire a majority stake in OpenAI-backed humanoid robot maker 1X, per The Information.”@wallstengine on X
funding$1B“1X previously tried to raise $1B at a $10B valuation but raised less than half that target.”@wallstengine on X
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
Milk Road PRO$60,000“Oh I bought. I am making BANK. Got some spacex, sndk, nebius, etc. Milk Road pro is worth every penny. Have made over 60k in the last week.”Milk Road PRO
IPO valuation$904M“Raise about $904M at a $9B IPO valuation.”@0_x_Bender on X
humanoid shipment5,500 units“5,500+ humanoids shipped.”@0_x_Bender on X
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
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
opening price$1,100“opened on the Shanghai Stock Exchange at 1,100 yuan per share.”@aniru4h on X
humanoid robots sold by Unitree in 2025.5,500 units“China’s success is down to “a combination of policy support, public investment, mature supply chain, and advancements made in AI software and hardware,” Lian Jye Su, a tech analyst at consultancy firm Omdia, told Rest of World.”Unitree Claims New Humanoid Robot Outruns Usain Bolt
total humanoids sold worldwide in 2025.13,000 units“Unitree alone shipping 5,500 of the 13,000 to 18,000 humanoids sold worldwide in 2025, the most of any manufacturer.”Unitree Claims New Humanoid Robot Outruns Usain Bolt
Back-end packaging equipment providers for dicing, thermo-compression bonding, and automated optical inspection capture structural pricing power as AI accelerators demand dense 2.5D and 3D silicon integration. https://t.co/hNEAmZld8p
11:18 PM ET
@smsehy
11:18 PM ET@smsehy
@smsehy on X
Expanding dedicated advanced packaging hubs underscores that backend assembly and testing have become equal partners to wafer lithography in delivering next-generation AI compute clusters. https://t.co/l8xuymi71s
11:12 PM ET
Figure
11:12 PM ETFigure
@CapitalSqueez on X
$CCXI So this $3.5B–$6B of locked compute deal with Nscsle is bigger than Figure’s last cash raised round. That usually means a new round at a higher print than $39B is coming soon. Figure needs to raise the cash, higher valuation. Agility is the public proxy at ~$2.5B. If Figure marks up, the whole industry gets marked up too. @agilityrobotics @HumanoidInvest @slinkyhammer @SCSQ2022 @valueInIdeas @chris_j_paxton
7:00 PM ET
OPOpenAI
7:00 PM ETOPOpenAI
@SemiAnalysis_ on X
OPENAI<>NVIDIA: It is clearly a good idea for OpenAI to start an ASIC program, spend hundreds of millions on R&D, present at Hot Chips, deploy some stuff, scare NVIDIA, and get some more money and backstops from NVIDIA on the order of billions of dollars. If Jalapeno does well at scale, OpenAI will increase its revenue per MW. If Jalapeno doesn't do well, they will still get a lot of financing and backstops from NVIDIA, as Jalapeno is scaring NVIDIA. @sama wins even if their chip loses.
5:32 PM ET
Figure
5:32 PM ETFigure
@adcock_brett on X
I’ll be honest with you; Figure is going all-in https://t.co/bBeNlaxZN7
5:27 PM ET
TMThinking Machines Lab
5:27 PM ETTMThinking Machines Lab
@stretchcloud on X
The AI lab valuation compression is happening.Thinking Machines Lab is in talks to raise $1 billion at a $40 billion pre-money valuation, according to The Information. That's down from $50 billion they explored late last year. Mira Murati founded the lab after leaving OpenAI. They've released one model: Inkling, in July 2026.The compression signal matters. Twelve months ago, a fresh frontier lab started by someone who ran OpenAI could reasonably command $50B+ on pre-product. The market is repricing. What changed: GPT-6 Astra launched today and saturated most existing benchmarks. xAI sits at…
4:43 PM ET
SASamsung
4:43 PM ETSASamsung
@MelvinInvests on X
Samsung is the most underrated AI memory stock in the market right now, and let me explain why (Save this). This chart shows global HBM market share by revenue from Q2 2025 through Q2 2026. Samsung gained 12 percentage points in a single quarter, rising from 21% to 33%, while SK hynix fell from 58% to 50% and that compressed the gap between them from 37 points to 17 points in just three months. The driver is the transition from HBM3E to HBM4 because Counterpoint notes that most HBM revenue today still comes from HBM3E, but HBM4 volumes should become far more visible in the second half of 2026…
4:33 PM ET
Agility
4:33 PM ETAgility
@CrossedOffCap on X
I appreciate one of the most respected, thorough, and balanced investor voices of $CCXI / @agilityrobotics taking a look at my Deep Dive into Agility's equity backers @jinseongeo83473 He's very smart, if you are currently invested in or thinking about investing into $CCXI you should give him a follow (although you probably are already)
1:33 PM ET
Nvidia
$NVDA
1:33 PM ETNvidia
@CKCapitalxx on X
$SPCX at $110 was such a good buy looking back. The reason was literally one sentence from the earnings call. Musk said they'd end 2026 with over 2 gigawatts of compute and reach 10 gigawatts by the end of 2027. Built exclusively with Nvidia chips. Ten gigawatts. Most of the neocloud names people obsess over are fighting to get to one. And the stock was sitting at $110 because everyone was focused on the lockup, the Starship timeline, and Morgan Stanley pointing out that at those prices the market was assigning zero or negative value to the entire AI business. That was the setup. A trillion…
12:47 PM ET
Figure
12:47 PM ETFigure
@TheHumanoidHub on X
Training general-purpose humanoids will need unprecedented compute capacity, and Figure is stacking the chips. Figure, with cloud partner Nscale, is deploying up to 100,000 NVIDIA Vera Rubin GPUs. It's committing $3.5 billion initially, with plans to scale to $6+ billion. Deployment starts in the second half of 2027, at a data center in Barstow, Texas. https://t.co/e5kGL4HCxp
12:36 PM ET
Nvidia
$NVDA
12:36 PM ETNvidia
@tchsignal on X
Nvidia’s $12.9B Hugging Face Deal Raises a Bigger Question About Open AI Nvidia has agreed to acquire Hugging Face in a deal valued at about $12.93 billion, but the transaction has not closed yet. It is expected to complete in the first half of 2027, subject to regulatory approvals and other closing conditions. The bigger issue is what Nvidia ownership could mean for an AI platform used by more than 18 million developers, researchers and creators, with over 3 million models, 500,000 datasets and 1 million applications. Nvidia says Hugging Face will remain an open platform. Developers will not…
12:06 PM ET
Nvidia
$NVDA
12:06 PM ETNvidia
@TheHumanoidHub on X
Nvidia is now a humanoid robot designer. That's the real takeaway from this news. Nvidia is acquiring Hugging Face for $12.93B. Hugging Face is the largest open-model and dataset hub, the "GitHub of AI," with 3M+ models and 18M+ developers, robotics included. But here's the interesting part: Hugging Face has a serious robotics team from its acquisition of Pollen Robotics, which designs and builds open-source hardware platforms for robots, including humanoids (Reachy). Pollen team now gets the backing of the world's most valuable company. $NVDA
12:00 PM ET
Nvidia
$NVDA
12:00 PM ETNvidia
@joinautopilot on X
Big Buy Alert: Someone just invested $648K into Actively Managed > $185,000,000+ AUM > $648,695 just deposited > Up over 100% on $MU and $AMD > Portfolio up 46% YTD $NVDA is the portfolio's largest holding at 12.61% And Nvidia just agreed to acquire Hugging Face for $12,900,000,000 Full portfolio by @InTheMoneyAdam in the replies
11:31 AM ET
Figure
11:31 AM ETFigure
@VaderResearch on X
Robotic intelligence is following the LLM playbook. First came scaling laws. Then in-context learning. Now, massive compute. Figure just signed a $3.5B deal with Nscale. https://t.co/t3urkZULIi
11:31 AM ET
Figure
11:31 AM ETFigure
@humanoidsdaily on X
Figure is making one of the largest infrastructure bets in physical AI to date. The company is partnering with Nscale to deploy up to 100,000 GPUs on NVIDIA's next-gen Vera Rubin platform—starting with a $3.5B compute commitment and plans to scale past $6B. Here’s why it matters 🧵👇 https://t.co/T3vkcqLwUh
11:31 AM ET
Agility Robotics
11:31 AM ETAgility Robotics
@CrossedOffCap on X
https://t.co/xMZn046ppA I wrote about $CCXI / @agilityrobotics's investors. Diving deeply into why these partnerships matter, what their humanoid strategy is, and what this means for these blue chip company's conviction level in Agility. These businesses include: ➡️ @amazon ➡️ @nvidia ➡️ @HonHai_Foxconn ➡️ @SoftBank ➡️ @SchaefflerGroup And more In my opinion, you can learn a lot about an unestablished company like Agility by looking at how other trusted companies engage with them. Overall, I came to the personal conclusion that the conviction level in Agility is generally pretty high across…
11:30 AM ET
OPOpenAI
11:30 AM ETOPOpenAI
@SemiAnalysis_ on X
Everyone is watching the federal/DOE-owned land at the center of the 8 GW Portsmouth site in the OpenAI–Nvidia deal. The March 2026 groundbreaking took place at the DOE’s Portsmouth Site, a former uranium-enrichment plant, and that’s where the attention has stayed. The federal component is real: the first batch of land leased in April is specifically designated for datacenter construction. (1/5)🧵
11:30 AM ET
Agility Robotics
11:30 AM ETAgility Robotics
@CrossedOffCap on X
https://t.co/xMZn046ppA I wrote about $CCXI / @agilityrobotics's investors. Diving deeply into why these partnerships matter, what their humanoid strategy is, and what this means for these blue chip company's conviction level in Agility. These businesses include: ➡️ @amazon ➡️ @nvidia ➡️ @HonHai_Foxconn ➡️ @SoftBank ➡️ @SchaefflerGroup And more In my opinion, you can learn a lot about an unestablished company like Agility by looking at how other trusted companies engage with them. Overall, I came to the personal conclusion that the conviction level in Agility is generally pretty high across…
11:30 AM ET
@Newsforce
11:30 AM ET@Newsforce
@Newsforce on X
‼️ WHAT JUST HAPPENED?! China’s Richest People Have One Problem Money Can’t Fix China has plenty of billionaires, but wealth doesn't automatically buy political power. The Communist Party remains firmly above the country's richest people, and Jack Ma found that out in 2020 after publicly criticising financial regulators. His company's planned IPO was halted, Alibaba was hit with a huge fine, and Ma largely disappeared from public view for months. Host: @paddyney
11:22 AM ET
Agility Robotics
11:22 AM ETAgility Robotics
@CrossedOffCap on X
When businesses like $CCXI / @agilityrobotics and @Figure_robot are in their early commercialization phase, looking at their strategic backers are is a helpful way to gauge their chances of long term success. While both of these businesses are backed by $NVDA, the question becomes who does NVIDIA like more? I talk about this in my new Deep Dive into Agility's investors: https://t.co/v0fNtjaUoO While its easy to see that Nvidia has invested more money into Figure and come to the conclusion that they have a higher conviction level in Figure over Agility. That may be the case. Another reason…
9:47 AM ET
MAMoonshot AI
9:47 AM ETMAMoonshot AI
@pstAsiatech on X
China’s Moonshot AI Confidentially Filed Hong Kong IPO If successful, the listing could become one of the largest IPOs in Hong Kong in recent years Huge..... https://t.co/hWzqe6871c via @WSJ
8:28 AM ET
WAWandercraft
8:28 AM ETWAWandercraft
@humanoidsdaily on X
French robotics maker Wandercraft is reportedly working with Goldman Sachs to raise €100M at a €750M pre-money valuation. With backing from Renault—which plans to deploy 350 Calvin humanoids by late 2027—Europe’s industrial robotics funding race is ramping up. Read more: https://t.co/OBkW12QvC2
6:15 AM ET
SPSpaceX
6:15 AM ETSPSpaceX
@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 target launch and satellite deployment date. Every previous Starship flight, including July's successful Flight 13 splashdown, has followed a suborbital path that reenters within the same hour it launches. This time, the roughly 20 Starlink V3 satellites onboard could actually separate into operational orbit if the insertion succeeds, each capable of about 1…
2:21 AM ET
UNUnitreeRobotics
2:21 AM ETUNUnitreeRobotics
@Biti8888 on X
August was a huge month for Physical AI. @UnitreeRobotics reached the public markets. @Figure_robot scaled its global data network with Index. @XPENG_Global Robotics raised $ 900M+. @AGIBOTofficial dominated the World Humanoid Robot Games. And @xmaquina expanded its robotics portfolio with an allocation into ATOMS, founded by Uber co-founder Travis Kalanick. Public markets, billion-dollar funding rounds, data infrastructure and real-world robot deployments are all accelerating at the same time. The robotics industry is entering a completely different stage.
10:06 PM ET
Unitree
10:06 PM ETUnitree
@ruima on X
Whatever you think of Unitree, you have to agree that at least the founder, Wang Xingxing, is not trying to add to the hype. The day after his IPO, he said that the ChatGPT moment for robotics hasn't come yet, and he thinks it's at least 2 to 3 years away, maybe as many as 5 to 10. He feels like a tipping point for robotics is if you can just use voice commands to tell it what to do and have it complete 80% of household tasks. This kind of reminds me of the physical Turing test @DrJimFan at Nvidia described: if you have a messy room and it comes back clean, and you don't know if a robot or a…
4:50 PM ET
Unitree
4:50 PM ETUnitree
@techniahqrobot on X
Unitree lost about $33 billion in market value in just 11 trading days. The stock opened at ¥1,100 on August 19 and closed at ¥546.02 on September 2, down roughly 50% from its first-day peak. Meanwhile, H1 2026 revenue reached ¥1.152B, up 48.5% YoY, with ¥274M in net profit. A brutal reset in valuation while the underlying business is still growing.
4:24 PM ET
GAGE Appliances
4:24 PM ETGAGE Appliances
@Newsforce on X
🇺🇸GE Appliances just announced a $1B investment that will turn its Louisville Appliance Park into the largest home-appliance factory in America. Dryer production is moving from Mexico to Kentucky while refrigeration stays in Alabama and Tennessee, and the company says there will be no layoffs during the switch. Union leaders called it a win for American manufacturing jobs. https://t.co/gylLs7LZXI
2:57 PM ET
@logical_traderr
2:57 PM ET@logical_traderr
@logical_traderr on X
A very good article on OSAT business (Outsourced Semiconductor Assembly and Test) is on the way for you folks. Been working on it, and honestly, I'm quite excited to share it with you all. Hopefully, I'll have it out soon. :)
8:15 AM ET
Unitree
8:15 AM ETUnitree
@engineeredarts_ on X
2026: The year humanoid robotics went mainstream. Global shipments surpassed 22,000 units in H1 2026—nearly 300% year-over-year growth. Full-year projections now exceed 50,000. Tesla Optimus V3 has entered mass production with a target of 1 million units annually. Unitree became the first humanoid robotics IPO. XPeng's robotics arm closed over $900 million in Series A funding. Chinese regulators launched a nationwide initiative to deploy robots in real-world scenarios—factories, warehouses, schools, hospitals. Yet for all the shipment numbers, funding rounds, and policy headlines, one word is…
7:31 AM ET
SPSpaceX
7:31 AM ETSPSpaceX
DogeDesigner on X: "BREAKING: SpaceX and 4iG sign a first-of-its-kind European partnership to expand @Starlink Mobile across four countries.
The agreements were signed in Bastrop, Texas, by 4iG CEO Gellért Jászai and SpaceX President and COO Gwynne Shotwell.
• Starlink Mobile will first launch in… / X
Post Log in Sign up Post DogeDesigner on X: "BREAKING: SpaceX and 4iG sign a first-of-its-kind European partnership to expand @Starlink Mobile across four countries. The agreements were signed in Bastrop, Texas, by 4iG CEO Gellért Jászai and SpaceX President and COO Gwynne Shotwell. • Starlink Mobile will first launch in Hungary and Albania with apps and messaging, connecting people in remote areas • It connects directly to LTE-compatible phones without dedicated satellite equipment • Next-generation Starlink Mobile V2 will expand to Montenegro and North Macedonia, delivering high-speed…
7:11 AM ET
LELeaderdrive
7:11 AM ETLELeaderdrive
Leaderdrive Approves Hong Kong H-Share Plan, but HKEX Filing Is Not Yet Verified - Humanoid Analytics
Close Menu - Companies - Company Tracker - Deployment Tracker - Funding Tracker - Deployments - Technology - Funding - Markets - Our Services X (Twitter) Mastodon LinkedIn Switch to Dark Design - easier on eyes.Switch to Light Design. Search Switch to Dark Design - easier on eyes.Switch to Light Design. Search Funding Leaderdrive Approves Hong Kong H-Share Plan, but HKEX Filing Is Not Yet Verified The STAR Market harmonic-reducer supplier is pursuing an A+H capital platform as overseas sales remain small but substantially higher-margin than its domestic business. By Humanoid…
4:00 AM ET
Unitree Robotics
4:00 AM ETUnitree Robotics
XMAQUINA on X: "Humanoid Digest: August
Another humanoid company made its public market debut this month, while the World Humanoid Robot Games in Beijing delivered another successful showcase for the industry.
Here’s what happened 🧵" / X
Post Log in Sign up Post XMAQUINA on X: "Humanoid Digest: August Another humanoid company made its public market debut this month, while the World Humanoid Robot Games in Beijing delivered another successful showcase for the industry. Here’s what happened 🧵" - XMAQUINA @xmaquina Humanoid Digest: August Another humanoid company made its public market debut this month, while the World Humanoid Robot Games in Beijing delivered another successful showcase for the industry. Here’s what happened 🧵 View media 4:00 AM · Sep 2, 20262.3KViews 5 8 74 3 - XMAQUINA @xmaquina 9h 1/ Unitree reached the…
10:31 PM ET
ZIZiNovaLabs
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…
9:58 PM ET
Unitree
9:58 PM ETUnitree
The Investing Group on X: "Unitree's IPO is sparking debate. Is it a robotics revolution or a speculative bubble fueled by high valuations and government ties? The future of AI in China is complex. #Robotics #AI #ChinaTech" / X
Post Log in Sign up Post The Investing Group on X: "Unitree's IPO is sparking debate. Is it a robotics revolution or a speculative bubble fueled by high valuations and government ties? The future of AI in China is complex. \#Robotics \#AI \#ChinaTech" - The Investing Group @TIGChicago Unitree's IPO is sparking debate. Is it a robotics revolution or a speculative bubble fueled by high valuations and government ties? The future of AI in China is complex. #Robotics #AI #ChinaTech 00:00 View media 9:58 PM · Sep 1, 20267Views Reply
9:13 PM ET
HDHarmonic Drive
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…
8:29 PM ET
AHAndreessen Horowitz
8:29 PM ETAHAndreessen Horowitz
AquaForge_X on X: "Andreessen Horowitz expanded its fifth growth fund to $8.5B, adding $1.75B since January's $6.75B close. The raise lands days after a16z's new $1.1B "Machine Age" fund targeting AI hardware, chips, memory, data centers and robotics." / X
Post Log in Sign up Post AquaForge\X on X: "Andreessen Horowitz expanded its fifth growth fund to $8.5B, adding $1.75B since January's $6.75B close. The raise lands days after a16z's new $1.1B "Machine Age" fund targeting AI hardware, chips, memory, data centers and robotics." - AquaForge\X @Aquaforge\X Andreessen Horowitz expanded its fifth growth fund to $8.5B, adding $1.75B since January's $6.75B close. The raise lands days after a16z's new $1.1B "Machine Age" fund targeting AI hardware, chips, memory, data centers and robotics. View media 8:29 PM · Sep 1, 202614Views Reply
8:08 PM ET
Tesla
$TSLA
8:08 PM ETTesla
Van Emmerick Kris on X: "🇺🇸Elon Musk openly shares his thoughts on Tesla's future valuation: "I agree with Ark Invest and Cathie Wood that autonomy, robotic taxis, makes Tesla about a $5 trillion company.The Optimus robot, I think, makes Tesla a $25 trillion company." / X
Post Log in Sign up Post Van Emmerick Kris on X: "🇺🇸Elon Musk openly shares his thoughts on Tesla's future valuation: "I agree with Ark Invest and Cathie Wood that autonomy, robotic taxis, makes Tesla about a $5 trillion company.The Optimus robot, I think, makes Tesla a $25 trillion company." - Van Emmerick Kris @VanEmmerickKris 🇺🇸Elon Musk openly shares his thoughts on Tesla's future valuation: "I agree with Ark Invest and Cathie Wood that autonomy, robotic taxis, makes Tesla about a $5 trillion company.The Optimus robot, I think, makes Tesla a $25 trillion company. 00:00 View media 8:08…
8:00 PM ET
NHNorbert Health
8:00 PM ETNHNorbert Health
Norbert Health Raises US$14 Million Series A for Autonomous Robotic Nursing Assistants
Norbert Health, a Brooklyn-based company that turns robotic hardware into autonomous nursing assistants, raised a US$14 million Series A announced September 1, 2026. The round was led by William A. Marino with Cardinal Group, with participation from Exor Seeds and CareIT, and an angel roster that includes Datadog co-founders Alexis Le-Quoc and Olivier Pomel, Noom co-founder and executive chairman Saeju Jeong, and Owkin chief executive Thomas Clozel. The financing brings total capital raised to US$19 million. The company, led by co-founder and chief executive Alexandre Winter, sells a control…
7:48 PM ET
@gdubon007
7:48 PM ET@gdubon007
@gdubon007 on X
An artificial intelligence and robotics frenzy is fueling an initial public offering (IPO) boom across Chinese stock markets, culminating in a combined $54 billion raised in 2026. This surge in domestic and parallel listings in Shanghai and Hong Kong comes as the e-commerce #News
4:34 PM ET
PVParkway Venture Capital
4:34 PM ETPVParkway Venture Capital
Brett Adcock on X: "Congrats to Parkway Venture Capital for #1 on the emerging VC ranking!
Parkway was the first to back Figure and has been a great partner" / X
Post Log in Sign up Post Brett Adcock on X: "Congrats to Parkway Venture Capital for \#1 on the emerging VC ranking! Parkway was the first to back Figure and has been a great partner" - Brett Adcock @adcock\brett Congrats to Parkway Venture Capital for #1 on the emerging VC ranking! Parkway was the first to back Figure and has been a great partner View media View media 4:34 PM · Sep 1, 202628.9KViews 11 16 266 32 - Shane Neman @shaneneman 20h Congrats! Great job! Reply 4 558 - Sammy @1samdavid 20h Cheers Reply 2 439 - Srinivas Avula @SrinivasAv5s 4h Congratulations Parkway Venture Capital😊…
3:36 PM ET
Unitree
3:36 PM ETUnitree
@HumanoidsHQ on X
Stats time! Humanoid robot startups raised $8.6B this year. Almost none of them ship robots. The company shipping 44% of the world's humanoids is worth a fraction of the one still running pilots. Here's the humanoid money board, valuation vs what actually shipped: 1. Unitree. ~$53B market cap. $235M revenue in 2025, sells humanoids from $5,900. IPO popped roughly 460% in August. 2. Figure. $39B. A BMW pilot that has handled 90,000+ parts. 3. Skild AI. $14B+. Software only. No robot. 4. 1X Technologies. ~$10B reported. 10,000 preorders for its home robot in 5 days. 5. NEURA Robotics. ~$7B.…
12:54 PM ET
Agility
12:54 PM ETAgility
Job Post | Agility
Skip to Content Job Application for Senior Systems Engineer at Agility Robotics Back to jobs Senior Systems Engineer Hybrid- Fremont, CA Apply Agility’s commercially deployed humanoids operate alongside teams in warehouses, manufacturing facilities, and distribution centers—tackling physically demanding and repetitive tasks while enabling workers to focus on higher-value work. With industry-leading safety standards and years of proven deployment data, we're pioneering a new era of automation that enhances human potential. About Agility Robotics Agility Robotics is at the forefront of…
12:00 PM ET
WAwafer
12:00 PM ETWAwafer
wafer on X: "We’re excited to announce that we’ve raised a $40M Series A!
co-led by @MarathonMP and @chemistry, with participation from @Wing_VC, @AMD Ventures, @outsetcap, @fiftyyears, and @ycombinator, and our existing investors doubling down on @wafer_ai. we are also joined by an incredible lis… / X
Post Log in Sign up Post wafer on X: "We’re excited to announce that we’ve raised a $40M Series A! co-led by @MarathonMP and @chemistry, with participation from @Wing\VC, @AMD Ventures, @outsetcap, @fiftyyears, and @ycombinator, and our existing investors doubling down on @wafer\ai. we are also joined by an incredible list of angels, including @JeffDean (CEO, @DiscoLoopAI), @rauchg (CEO, @vercel), @andyfang (CTO, @DoorDash), @kvogt (CEO, Bot), @akothari (COO, @NotionHQ), @eastdakota (CEO, @Cloudflare), @deepgramscott (CEO, @DeepgramAI), and more! Most inference optimization today is manual,…
12:08 AM ET
Unitree
12:08 AM ETUnitree
@OptionKing666 on X
Unitree’s IPO raised RMB 6bn and closed its first day up 460% at an RMB 237bn market value; 48% of proceeds is allocated to robot-model R&D. The asymmetry is clear: funding for capability expansion is already abundant, while the return on that spend remains unproven through a full cycle. Validation requires brain R&D to monetize into the FactSet-estimated revenue ramp from RMB 2.9bn in 2026E to RMB 4.9bn in 2027E. A miss would falsify the capital-efficiency case; the main risk is multiple compression from Unitree’s 80x/48x 2026E/2027E P/S before monetization catches up.
11:02 PM ET
Figure AI
11:02 PM ETFigure AI
@investingvc on X
Figure AI has never let its shares trade. Unitree just listed, and the market repriced it 460% higher on day one. The Chinese maker shipped 5,500 humanoids in 2025 and turned a profit. Figure's $39B is a private mark from September 2025. Only one of these numbers moves daily. Follow InvestingVC. #Unitree #Robotics #HumanoidRobots #StartupFunding
9:40 PM ET
ZHZhipu
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
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 ET
ZHZhipu
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 ET
ZHZhipu
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
8:53 PM ET
boston-dynamics
8:53 PM ETboston-dynamics
@SemiAnalysis_ on X
Cerebras is great, & the people at Cerebras are great & lovely! But since NVIDIA showed off their LPX's amazing perf at Hot Chips & OpenAI Jalapeno performance was released, Cerebras folks have been massively cope-tweeting on Twitter. They should focus on continuously improving their software stack & execution instead of cope-tweeting.
TradingView (Aug 31, 2026, 18:14 GMT-4): Weekly recap of SoftBank Group (9984) 'negotiating a roughly $6B implied bid for humanoid-robotics firm 1X Technologies'; talks ongoing and terms may change. Cites Reuters. Same item also notes SB Energy IPO chatter and SoftBank asking Moody's to stop unsolicited ratings. Confirms the 1X majority-talk number is still live on Aug 31, not a signed SPA.
5:21 PM ET
CXCXMT
5:21 PM ETCXCXMT
@pstAsiatech on X
The Unitree frenzy and the NDRC comments may mean that regulators will slow the rate of IPOs in this sector. This will not likely slow IPOs in more established industries such as semiconductors, where DRAM memory leader CXMT has had a blockbuster IPO, has seen a massive increase in sales, and NAND leader YMTC will follow with a public offering soon. Here the demand is clear, and both companies will plow IPO proceeds into massive new capex investments to expand capacity to meet demand.
5:21 PM ET
Unitree
5:21 PM ETUnitree
@pstAsiatech on X
Interpretation: In the wake of the market euphoria around the Unitree IPO, which shot up 460% and then came a bit back down to earth, the NDRC is saying, hold on, we need real use cases here, even as we support building out a complete suppy chain for humanoid robotics, aka "embodied intelligence." Other Chinese humanoid robotics companies are lining up for IPOs, including Agibot. Beijing regulators face the challenge of wanting to encourage strategic industries while avoiding a market frenzy of the Unitree type.
5:21 PM ET
@pstAsiatech
5:21 PM ET@pstAsiatech
国家发改委：加速具身智能在制造、医疗等领域真实场景中落地应用_财经上下游_澎湃新闻-The Paper
🚨 $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 ET
Unitree
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.
2:39 PM ET
1X
2:39 PM ET1X
@pstAsiatech on X
ICYMI SoftBank in Talks to Buy Majority Stake in Humanoid Maker 1X at $6 Billion Valuation In October, 1X began taking $20,000 pre-orders for its svelte robot, Neo, for delivery in 2026. It received over 10,000 orders within the first week, according to 1X, but no robots have yet been delivered to customers. https://t.co/mYL7X2PfJy
2:33 PM ET
Figure
2:33 PM ETFigure
@Astra1Byte on X
Four years ago, Figure didn’t have a robot. Today it’s valued at $39B and has already shipped 1,000+ humanoids. CEO Brett Adcock says the real advantage isn’t the AI it’s that hardware, models, and manufacturing all sit under one roof, one campus, no outsourcing. Robots already deployed at BMW. Production line running. The question nobody’s asking loud enough: when the entire stack brain, body, and factory belongs to one company, how fast can this actually scale once the failure rate drops?
2:33 PM ET
Tesla
$TSLA
2:33 PM ETTesla
@RussellQuantum: In the last 7 days, multiple posts highlighted that Tesla dismantled its Model S and Model X production lines at Fremont to free up…
In the last 7 days, multiple posts highlighted that Tesla dismantled its Model S and Model X production lines at Fremont to free up space for Optimus assembly. The conversion reportedly took just 46 days, and the new lines are expected to support 1 million robots annually once fully operational (with public sales targeted around 2027). Initial output is described as extremely slow.
1:09 PM ET
ASAsimov
1:09 PM ETASAsimov
The Humanoid Hub on X: "Asimov 1 has begun first shipments.
The DIY kit is aimed at developers, researchers and hobbyists who want an affordable humanoid platform.
Total assembly time is estimated at around 20 hours. Price: $20k." / X
Post Log in Sign up Post The Humanoid Hub on X: "Asimov 1 has begun first shipments. The DIY kit is aimed at developers, researchers and hobbyists who want an affordable humanoid platform. Total assembly time is estimated at around 20 hours. Price: $20k." - The Humanoid Hub @TheHumanoidHub Asimov 1 has begun first shipments. The DIY kit is aimed at developers, researchers and hobbyists who want an affordable humanoid platform. Total assembly time is estimated at around 20 hours. Price: $20k. 00:00 View media Asimov @asimovinc Aug 31 Today we shipped the first Asimov 1 robots. Less than a year…
I think the Unitree IPO was obviously overhyped (well, except to whoever bought it at $60B). It’s down to a more manageable ~$30B now, which is still extremely pricey. I wonder what this means for the eventual trading of @AGIBOTofficial, which should be next in line for an IPO. (If the volatility is extreme or the growth disappoints, I think the IPO will be delayed, frankly.) Unlike Unitree, which has major gaps, particularly in software, Agibot was conceived from the beginning as a full-stack robotics company. And despite deliberately not specializing, it has been surprisingly strong across…
12:41 PM ET
TEtechnia
12:41 PM ETTEtechnia
@techniahqrobot on X
Humanoid robotics has its own language. Here are 30 acronyms you will see constantly API = Application Programming Interface BC = Behavior Cloning CoM = Center of Mass CoP = Center of Pressure DoF = Degrees of Freedom DRL = Deep Reinforcement Learning F/T = Force/Torque FK = Forward Kinematics GRF = Ground Reaction Force HIL = Hardware-in-the-Loop HRC = Human-Robot Collaboration HRI = Human-Robot Interaction IK = Inverse Kinematics IL = Imitation Learning IMU = Inertial Measurement Unit LiDAR = Light Detection and Ranging LLM = Large Language Model MPC = Model Predictive Control RGB-D = RGB +…
12:05 PM ET
Fourier Intelligence
12:05 PM ETFourier Intelligence
@rich_odinn on X
SoftBank dropped $200,000,000 on this company - and this 15-second interaction proves why Shanghai-based Fourier Intelligence deployed their $125,000 GR-1 humanoid onto public transit to assist an elderly citizen. This isn't CGI, it's live physical AI targeting a massive eldercare crisis. 3 high-octane truths behind this clip: Sub-Gram Force Feedback: Supporting a fragile arm without injury requires real-time tactile compliance, recalculating grip pressure millions of times per second. SoftBank & Aramco Backed: Fourier raised over $200M to build autonomous care-bots before global birth rates…
11:42 AM ET
Agility Robotics
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.
11:32 AM ET
@frontrunvc
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…
China AI IPO boom: Unitree Shanghai debut +460%, then >40% off peak
AP/Fortune (Aug 31, 2026, 10:12 AM ET): Unitree, a leading Chinese humanoid maker, listed in Shanghai in August; shares rose 460% on day one. As of Friday, Unitree's share price had fallen more than 40% from its peak on debut day. Analyst Ruiying Zhao (S&P Global Market Intelligence) said the IPO boom is powered by investor appetite for AI and robotics. HK+Shanghai IPO proceeds >$54B YTD 2026 vs >$46B all of last year (LSEG).
10:00 AM ET
Unitree Robotics
10:00 AM ETUnitree Robotics
Unitree Robotics stock soars 460% in Shanghai IPO debut
Oops, something went wrong Skip to navigation Skip to main content Skip to right column Unitree Robotics stock soars 460% in Shanghai IPO debut Unitree Robotics stock soars 460% in Shanghai IPO debut·Quartz·NurPhoto / Getty Images Cris Tolomia August 19, 20262 min read - 688836.SS \\ -4.39% - 0700.HK \\ -0.72% - TSLA \\ -0.35% - 005380.KS \\ -5.62% Unitree Robotics stock closed 460% above its IPO price on Wednesday, finishing at 845 yuan after the humanoid robot maker's first session on Shanghai's STAR Market, having briefly surged nearly 630% before pulling back. The closing price values…
10:00 AM ET
https://www.facebook.com/48576411181
10:00 AM EThttps://www.facebook.com/48576411181
Europe’s AI Drive Outpaces a Fragile Chip Supply Chain - IEEE Spectrum
IEEE.org IEEE Xplore IEEE Standards IEEE Job Site More Sites Sign In Join IEEE Return to homepage The E.U.’s AI Drive Undermines Its Own Chip Strategy Share FOR THE TECHNOLOGY INSIDER Search: Explore 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 Telecommunications Transportation Sections Features News Opinion…
10:00 AM ET
https://www.facebook.com/48576411181
10:00 AM EThttps://www.facebook.com/48576411181
Europe’s AI Drive Outpaces a Fragile Chip Supply Chain - IEEE Spectrum
IEEE.org IEEE Xplore IEEE Standards IEEE Job Site More Sites Sign In Join IEEE Return to homepage The E.U.’s AI Drive Undermines Its Own Chip Strategy Share FOR THE TECHNOLOGY INSIDER Search: Explore 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 Telecommunications Transportation Sections Features News Opinion…
9:53 AM ET
SoftBank
$SFTBY
9:53 AM ETSoftBank
SoftBank in talks for majority stake in humanoid maker 1X at $6bn… | Newnex
Back to feed Public Preview SoftBank in talks for majority stake in humanoid maker 1X at $6bn valuation Team S ·2 days ago SoftBank is in talks to acquire a majority stake in humanoid robotics company 1X Technologies at a $6 billion valuation. 1X had been seeking a $10 billion valuation less than a year ago. The company was founded as Halodi Robotics, developing actuators and full-body control Members only Sign in to read the full post Newnex — Venture Capital Syndication and Co-Investment For Institutional Investors. Create free account Sign in SoftBank in talks for majority stake in…
9:25 AM ET
VAVeeda AI
9:25 AM ETVAVeeda AI
Veeda AI Raises $90M Seed to Build "The Matrix" for Physical AI - WOWTALE
Skip to content - AI - · - Funding - · - Robotics Veeda AI Raises $90M Seed to Build “The Matrix” for Physical AI 8/31/2026 ・ 버섯돌이(Taehyun Kim) Training a robot to master a new motion takes thousands of trial-and-error attempts. The trouble is doing that training in the real world at all — robotic hardware doesn’t scale like compute, a single bad move can cause real physical harm, and real-world experience can’t be compressed or run in parallel. A startup betting it can solve that bottleneck with simulation just closed one of the largest seed rounds a Canadian company has ever raised.…
9:25 AM ET
VAVeeda AI
9:25 AM ETVAVeeda AI
Veeda AI Raises $90M Seed to Build "The Matrix" for Physical AI - WOWTALE
Skip to content - AI - · - Funding - · - Robotics Veeda AI Raises $90M Seed to Build “The Matrix” for Physical AI 8/31/2026 ・ 버섯돌이(Taehyun Kim) Training a robot to master a new motion takes thousands of trial-and-error attempts. The trouble is doing that training in the real world at all — robotic hardware doesn’t scale like compute, a single bad move can cause real physical harm, and real-world experience can’t be compressed or run in parallel. A startup betting it can solve that bottleneck with simulation just closed one of the largest seed rounds a Canadian company has ever raised.…
9:06 AM ET
1X
9:06 AM ET1X
1X SoftBank recap: majority talks at ~$6B vs prior $10B ask; NEO Hayward 10k/yr
Startup Fortune (Aug 31, 2026, 9:06 AM ET): Recap of The Information Aug 27 report that SoftBank is in talks for a majority stake in OpenAI-backed 1X Technologies at about a $6 billion valuation. Piece says 1X tried last fall to raise $1 billion at a $10 billion valuation and raised less than half that target. NEO preorders opened Oct 28, 2025 at $20,000 outright or $499/month with a $200 deposit; company said first-year production capacity of 10,000 robots was booked out in five days. Cites 1X Apr 30 announcement: NEO Factory in Hayward, California started full-scale production; 58,000 square feet; more than 200 people; designed for 10,000 NEO units/year at first, targeting more than 100,000 annually by end-2027 plus a San Carlos facility. Notes SoftBank agreed Oct 2025 to buy ABB robotics for $5.375 billion (expected close mid-to-late 2026) and invested $200 million 'this month' in Gravis Robotics. OpenAI Startup Fund led a $23.5 million round in 1X in 2023. Talks, not a closed deal. No new delivered-unit count.
8:29 AM ET
XMXPeng Motors
8:29 AM ETXMXPeng Motors
@PANONYGroup on X
#Robotics #HumanoidRobots #PhysicalAI The humanoid robotics business of @XPengMotors has signed equity financing agreements to raise more than $900 million at a post-money valuation exceeding $6.3 billion, marking the largest single-round private financing in China’s embodied AI sector. The round was led by @IDGCapital, with participation from Gaorong Ventures and strategic backing from @TencentGlobal and @AlibabaGroup. General-purpose robotics company @SharpaRobotics has raised more than RMB 4.5 billion, or approximately $670 million, at a post-money valuation of RMB 22 billion, or about…
8:24 AM ET
Figure
8:24 AM ETFigure
Biti8 on X: "Four years ago, @Figure_robot didn’t even have a robot.
Today, it’s valued at $39B, has built 1,000+ humanoids, deployed robots at BMW, built its own AI models, manufacturing infrastructure and a global data collection network.
What impresses me most is the speed.
Figure isn’t build… / X
Post Log in Sign up Post Biti8 on X: "Four years ago, @Figure\robot didn’t even have a robot. Today, it’s valued at $39B, has built 1,000+ humanoids, deployed robots at BMW, built its own AI models, manufacturing infrastructure and a global data collection network. What impresses me most is the speed. Figure isn’t building just a robot. It’s building the entire stack at the same time: hardware, AI, data, factories and real-world deployments. And now Figure 04 is already on the way. Four years later, much of the humanoid industry is being measured against what @adcock\brett and the Figure team…
8:15 AM ET
Tesla
$TSLA
8:15 AM ETTesla
@HumanoidsHQ: Strong excitement around a potential product launch and its possible major impact on Tesla ($TSLA), with some predicting it could become…
Strong excitement around a potential product launch and its possible major impact on Tesla ($TSLA), with some predicting it could become the top humanoid in America.
8:02 AM ET
Agility Robotics
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.…
7:30 AM ET
SHSHEIN
7:30 AM ETSHSHEIN
@CoinCoachSignal on X
CHINA’S AI BOOM IS STARTING TO LOOK LIKE AN IPO BOOM TOO. SHEIN IS HEADING FOR A $1.7B HONG KONG LISTING, WHILE MEMORY CHIPMAKER CXMT RAISED $8.6B IN SHANGHAI AND JUMPED 466% ON DEBUT. ADD HUMANOID ROBOT MAKER UNITREE TO THE MIX. THIS ISN’T JUST ABOUT AI STOCKS. CHINA IS BUILDING A CAPITAL MARKET AROUND THE AI HARDWARE SUPPLY CHAIN.
6:30 AM ET
CAChery Automobile
6:30 AM ETCAChery Automobile
The humanoid robot sector continues to have a breakout year (HUMN:BATS) | Seeking Alpha
Chery Automobile ( CRAUY) is preparing for a potential standalone IPO of its AiMOGA Robotics subsidiary that could give investors another public market route to invest in China's fast-growing humanoid robot sector. The company is discussing several possible listing venues, but it Know What's Moving Markets—Before the Bell Get early insights, stock movers, and expert takeaways delivered daily. Subscribe to Morning Briefing. Sign Up Quick Insights - ### What investment opportunity does AiMOGA's potential IPO present for investors interested in China's humanoid robot sector? AiMOGA's standalone…
6:09 AM ET
GSGoldman Sachs
6:09 AM ETGSGoldman Sachs
@ParadisLabs on X
Goldman Sachs: Humanoids and memory Memory is expected to be up to 40% of semiconductor dollar content for humanoid robots (excluding GPU/CPUs). Goldman Sachs: Although content can vary, we assume an average system (DRAM) memory of about 128GB for a single humanoid unit, with a non-volatile (NAND) memory of about 1TB. Based on an assumed system memory of 128GB and a non-volatile memory capacity of approximately 1TB, we see a SAM range of between $250-$350 for DRAM and $350-$450 for NAND, for a total memory SAM of between $600-$800 or more per unit. Given the significant edge compute workloads…
5:22 AM ET
Unitree Robotics
5:22 AM ETUnitree Robotics
@jiemian_news on X
📉Unitree Robotics shares have nearly halved from their opening price on their blockbuster IPO debut. The Chinese robotics maker fell to a fresh low on Monday, trading at 559.11 yuan (US$83.2) by the midday close, down 4.43%. Its shares are now down about 49% from the 1,100 yuan opening price on August 19, wiping roughly 218.8 billion yuan off its peak market value. #Unitree #Robotics #IPO
5:05 AM ET
ARAxis Robotics
5:05 AM ETARAxis Robotics
@GabrielnSpace on X
i thought community robot data would hit diminishing returns fast but Axis Dataset V1 just made that take look stupid @axisrobotics pushed π0.5 from 83.9% to 88.8% on LIBERO Plus, and performance kept climbing as training data scaled from 25% to 100% with no obvious saturation 3m trajectories later the crowd is starting to look less like users and more like a distributed robotics lab #PhysicalAI
4:17 AM ET
Unitree Robotics
4:17 AM ETUnitree Robotics
@tom_dallimore on X
Unitree Robotics opened around 1,100 yuan after pricing its Shanghai STAR Market IPO at 150.80 yuan. That’s a >600% jump at the open for a humanoid-robot maker known for robots that dance, run and backflip. The engineering is one story. Retail demand reportedly reaching 5,500–8,000x is another.
4:00 AM ET
Figure
4:00 AM ETFigure
How Figure Became the Biggest Name in Robotics | XMAQUINA DAO
Genesis Auction Wave 2! Launches June 24 Get DEUS homeDAO Portal How Figure Became the Biggest Name in Robotics Color theme: Four years, three generations of humanoids, a $39 billion valuation and now one of the largest physical AI data engines ever built. .png) August 27, 2026 Category: Physical AI Read time: 9 minutes Share This: Four years ago, Figure didn’t have a robot. Today, the company is valued at $39 billion, has built more than 1,000 humanoids, has robots working inside BMW, is preparing deployments with another major US retailer, and has developed its own AI models, manufacturing…
Humanoid Press - Humanoid News - Humanoid Daily - News Archives - Humanoid TV - History Board - AI News - 2026 - Top 10 Artificial Intelligence - About AI - About AGI - Workshop - Operation Instructions - Humanoid & AI Safety - Quantum Robotics - Database - Supplier Directory - CubeMars - Shopping Guide - HPS Leadership - HPS Field Test Audit Checklist - Top 10 Humanoid Company 2026 - Top 10 Humanoid What Each Does Best 2026 - Partnerships - Interview - Opinion - Magazine - About - Copyright Notice - Cookie Policy - Disclaimer - AI & Automation - Licensing & Attribution Policy - Terms of Use…
2:53 AM ET
XPXPeng
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…
2:50 AM ET
URUBTECH Robotics
2:50 AM ETURUBTECH Robotics
UBTECH Reports 104% Revenue Surge in H1 2026 as Full-Size Humanoids Drive Growth | Humanoids Daily
Search articles Key Takeaways Show all - UBTECH Robotics reported first-half 2026 revenue of RMB 1.27 billion (approximately $188.8 million), marking a 104.1% year-over-year increase. - Revenue from full-size embodied AI humanoid robots surged 1,445% year-over-year to RMB 590 million ($87.8 million), representing 46.5% of total company revenue. - The company delivered 921 full-size humanoid units and 15,202 non-full-size units in H1 2026, totaling 16,123 robots shipped across its portfolio. - Net losses narrowed by over 20% to RMB 339 million ($50.4 million), supported by an overall gross…
2:24 AM ET
宇R宇树科技（Unitree Robotics)
2:24 AM ET宇R宇树科技（Unitree Robotics)
𝕏. ALLIN 𝕏. on X: "宇树科技（Unitree Robotics) 正式“腰斩”！
8月31日，宇树科技跌超2%开盘，盘中一度跌至555.8元/股，较上市首日（8月19日）最高价1100元/股已经“腰斩”，市值蒸发超2000亿元。" / X
Post Log in Sign up Post 𝕏. ALLIN 𝕏. on X: "宇树科技（Unitree Robotics) 正式“腰斩”！ 8月31日，宇树科技跌超2%开盘，盘中一度跌至555.8元/股，较上市首日（8月19日）最高价1100元/股已经“腰斩”，市值蒸发超2000亿元。" - 𝕏. ALLIN 𝕏. @benzhou327 宇树科技（Unitree Robotics) 正式“腰斩”！ 8月31日，宇树科技跌超2%开盘，盘中一度跌至555.8元/股，较上市首日（8月19日）最高价1100元/股已经“腰斩”，市值蒸发超2000亿元。 View media 2:24 AM · Aug 31, 20261.3KViews 23 31 - Helen 🇺🇸👉PASS THE SAVE ACT @helen\maga99 Aug 31 100比较合理。 我想不通Spacx 才130美金， 宇树1100人民币， 如果说没有人做的我是不信的。技术含量低太多了 3 9 285 - $Knight 𐤊 KRC-20 (Don Quixote) @greenKnight\kas Aug 31 太高了，可以再来个腰斩 Reply 2 21 - Figure kaspa @Figure\Kaspa Aug 31 价格回归应该是多少？ Reply 2 24…
10:54 PM ET
https://x.com/HumanoidsHQ
10:54 PM EThttps://x.com/HumanoidsHQ
Humanoid Intelligence on X: "Optimus is on track to become the ultimate “everything” robot." / X
Post Log in Sign up Post Humanoid Intelligence on X: "Optimus is on track to become the ultimate “everything” robot." - Humanoid Intelligence @HumanoidsHQ Optimus is on track to become the ultimate “everything” robot. 00:00 View media 10:54 PM · Aug 30, 20266.7KViews 22 31 312 16 - Tech. Lovers Community @Thedreamer89987 Aug 31 Optimus AI is Banger 🔥 View media 1 1 1 72 - Nidhi Goyal @NidhiGoyal86 Aug 31 Looks great Reply 1 29
10:49 PM ET
Unitree
10:49 PM ETUnitree
@fezakessy_176 on X
The Daily Fix: China fires up it's IPO machine as Anthropic reportedly waits in the wings The IPO scene cranks up today, with humanoid robitics powerhouse Unitree set to list on the STAR Market, with pre-market trading building from 11:15AEST and full trade from 11:30 AEST. Our
9:02 PM ET
Apptronik
9:02 PM ETApptronik
@serraotweets on X
@conorsen The startup scene here is going supernova after the latest Saronic and Apptronik rounds. It’s very different than last time - lot of deep tech, defense, hardware etc. It will be interesting to see how all that SpaceX ipo money gets recycled into the local scene
8:00 PM ET
Apptronik
8:00 PM ETApptronik
Apptronik Forge tape Aug 31: $36.97 (-7.94%), $5B mark; $964.7M total funding
Forge Global Apptronik private-share page (Forge Price updated Aug 31, 2026): Forge Price $36.97, -$3.19 (-7.94%); Forge Price valuation $5B. Total funding listed $964.7M. Funding table: Series A-X1 02/11/2026 $441.21M at $36.97/share, $5B post-money; Series A-X2 02/11/2026 $78.79M at $36.97, $5B post-money; investors named AT&T Ventures, B Capital, Google, John Deere, Mercedes-Benz Group, Peak6, Qatar Investment Authority. Earlier Series A-1/A-2/A-3 03/18/2025 totaling about $415M at $1.78B post-money. Active-market widget timestamped 8/27/2026 2:33:46 PM EDT (3 bids, total bids $215.95K). News module still points at Robot Park coverage dated 06/30/2026 Forbes and 07/06/2026 Robotics & Automation News — those factory items are outside this window; the in-window fact is the Aug 31 private mark and listed capitalization, not a new Robot Park opening.
8:00 PM ET
Boston Dynamics
8:00 PM ETBoston Dynamics
Xpeng robotics unit: >$900M at >$6.3B; Iron mass production targeted end-2026
Vytautas Valinskas / Technology.org (Aug 31, 2026), largely recapping TechCrunch Aug 28: Xpeng robotics unit raised more than $900 million at post-money valuation above $6.3 billion (company: largest single private financing in China's embodied AI). IDG led; Gaorong; Tencent and Alibaba strategic. He Xiaopeng and Brian Gu invested ~$100M. Iron: 76 DoF body, 21 per hand, three Turing chips 2,250 TOPS combined; mass production expected end-2026, deliveries 2027. Chery AiMOGA reportedly preparing IPO. Hyundai plans Atlas at Georgia factory this year and parts sequencing by 2028; DeepMind partnership; US Robot Metaplant Application Center. Mobileye acquired Mentee Robotics earlier this year for $900 million. Piece notes Tesla has never published an Optimus production count.
8:00 PM ET
Unitree
8:00 PM ETUnitree
BYD opens car plants to PaXini robots; announced Monday after Aug 25 deal
Matilde Alves (31 Aug 2026): BYD and PaXini Tech (both Shenzhen) signed a strategic cooperation agreement Aug 25 and announced it Monday. PaXini will deploy production-focused robots inside BYD factories and use line data to train embodied AI. Financial terms and deployment timelines not disclosed. PaXini claimed Tora-One at Geely Qiantang ran eight continuous hours without a fault and 99.8% task success — figures not independently verified. March round: >1 billion yuan (~$148M) at valuation >10 billion yuan (~$1.48B). Bloomberg June: PaXini considering HK IPO. Forbes July cited: combined BYD humanoid fleet around 200 machines (UBTech Walker S1, Unitree logistics/inspection, in-house). Piece also notes late June BMW deployed Figure 03 at Spartanburg after a two-year trial.
8:00 PM ET
Unitree
8:00 PM ETUnitree
Unitree stock halved 12 days after Shanghai IPO
Trending on Weibo (31 Aug 2026), citing Qilu Evening News screens: Unitree Technology, described as China's first pure-play humanoid-robot stock, fell as low as 555.8 yuan on Monday vs 1,100 yuan first-day high on Aug 19 debut. By midday shares at 559.11 yuan, down 4.43%, valuing the company at 226.1 billion yuan and erasing about 219 billion yuan from the first-day peak (day-one MV cited as 444.9 billion yuan). Piece says ~70% of tradable shares were held by institutions allotted off-exchange, ~90% of that stake free to sell on day one. Says revenue today rests mostly on robot dogs, not mass humanoids.
7:11 PM ET
Skild AI
7:11 PM ETSkild AI
@Robot_AIsignals on X
Show it once. That is the entire instruction. In a post published in August, Skild AI introduced S1, a robotics foundation model prompted with a video demonstration in place of a written command. The company says the same frozen weights then performed four tasks absent from its pre-training — potting a plant, cooking pancakes, brewing pour-over coffee, assembling a kit. Skild builds Skild Brain, which it calls the first unified robotics foundation model to generalise across both tasks and robot hardware. It raised $1.4bn in January at a valuation the company puts above $14 billion (company…
4:24 PM ET
Tesla
$TSLA
4:24 PM ETTesla
@AIEquities on X
$CCXI valuation is being disrespected right now and I see asymmetry in the trade. Humanoid valuations (Aug 2026): Tesla Optimus — no standalone; Tesla ~$1.38T Figure AI — $39B Unitree — public, ~$33–37B NEURA — ~$7B Apptronik — ~$5.5B 1X — talks ~$6B (had sought ~$10B) XPeng robotics — >$6.3B Agility ( $CCXI ) — ~$2.1B Boston Dynamics — Hyundai-owned, ~$20B implied Figure leads private. Unitree is the public benchmark. Tesla is the scale wildcard. $NVDA $AMD $NBIS $MRVL $LITE $TSLA $SPCX $AAOI $CCXI $META $GOOG $AMZN
4:06 PM ET
Figure
4:06 PM ETFigure
@Robot_AIsignals on X
The robot industry's data shortage just became a gig job. On 25 August Figure launched Index, an app that pays people by the minute to film themselves doing ordinary household and workplace tasks. That footage trains Helix, the AI stack running its humanoid. Figure builds the Figure 03 humanoid and the Helix system inside it, and says its Series C exceeded $1B at a $39 billion post-money valuation (company claim). Figure says Index has taken 16 million uploads from 108 countries, ingests roughly 30 minutes of footage every second, carries 44,000+ weekly active contributors and has paid out…
2:32 PM ET
SoftBank
$SFTBY
2:32 PM ETSoftBank
Digita on X: "SoftBank wants to buy a majority stake in a robot that has never shipped to a single customer, and it's willing to value the company at $6 billion to do it.
The target is 1X Technologies, a Norwegian humanoid robotics company backed by OpenAI, known for its home robot Neo. Neo is" / X
Post Log in Sign up Post Digita on X: "SoftBank wants to buy a majority stake in a robot that has never shipped to a single customer, and it's willing to value the company at $6 billion to do it. The target is 1X Technologies, a Norwegian humanoid robotics company backed by OpenAI, known for its home robot Neo. Neo is" - Digita @digitaworld1 SoftBank wants to buy a majority stake in a robot that has never shipped to a single customer, and it's willing to value the company at $6 billion to do it. The target is 1X Technologies, a Norwegian humanoid robotics company backed by OpenAI, known for…
11:34 AM ET
Nvidia
$NVDA
11:34 AM ETNvidia
@ParadisLabs on X
Some AI/semis notes from the past week: -> $NVDA huge Q2 revenue and profit growth. 2027+ is more growth even under a bottlenecked environment. Nvidia GOAT company? -> $NBIS first cloud customer for $NVDA Groq 3 LPX inference rack which now entered full production = fuels ongoing narrative that Nebius are Nvidia's fav neocloud. -> SaaS is alive with $CRM proving all the "SaaSpocalypse" doomers wrong. Anthropic announced Claudeforce too = Salesforce / enterprise SaaS data too good. -> Anthropic S-1 coming anyday now. Jensen said investing in Anthropic/OAI is a "once-in-a-generation…
@theinformation SoftBank is set to acquire humanoid robot developer 1X, valued at approximately $6 billion, in a deal backed by OpenAI.
9:30 AM ET
SoftBank
$SFTBY
9:30 AM ETSoftBank
@theinformation on X
Exclusive: SoftBank could take control of humanoid robot developer 1X in a deal valuing the OpenAI-backed startup at about $6 billion. Full story: https://t.co/n5H4NSRY6d
9:01 AM ET
Unitree Robotics
9:01 AM ETUnitree Robotics
@InsanelyQurious on X
@UnitreeRobotics closed its Shanghai debut +460% — IPO'd at 150.80 yuan, peaked +629% (~6B), ~219x earnings. The robots didn't get better that day; the order pages didn't move. China priced the story, not the capability.
8:09 AM ET
HYHyundai
8:09 AM ETHYHyundai
@continuumlabs_ on X
From record humanoid funding to new data engines and factory-scale deployment plans, here’s what happened this week in Physical AI: 1️⃣ @XPENG_Global’s robotics unit raised $900M+ at a $6.3B valuation, the largest private embodied-AI round in China. IRON mass production is targeted by the end of 2026. 2️⃣ @Figure_robot launched Index, its global robot-training data pipeline, and committed $1B+ to data and compute over the next 12 months. 3️⃣ @FaradayFuture launched its “EAI Robotics Made in USA” plan with $5B U.S. investment over 10 years and a robot factory by year-end. 4️⃣ Hyundai outlined…
Startup Fortune (Aug 29, 2026, 9:38 PM): Citing Fortune, Unitree raised about $900 million on Shanghai STAR at a roughly $9 billion IPO valuation, then closed Aug 19 first day up more than 460%. Backers named: DeepSeek, Alibaba, Ant Group, Tencent. Citing Xinhua/prospectus: >5,500 humanoid robots shipped in 2025 (32.4% global share); cumulative quadruped shipments >33,000; H1 2026 revenue ~1.15 billion yuan, up 48.54% YoY. WSJ cited: Chinese companies ~90% of global humanoid shipments H1 2026. Trade press cited: UBTech Walker productivity 30-50% of a human on constrained jobs. MIIT/SASAC goal cited via Caixin: >10,000 humanoids in commercial use by end-2026. Xinhua July: official said China humanoid production expected to exceed 100,000 units this year.
6:18 PM ET
Tesla
$TSLA
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…
5:11 PM ET
@BillHughesDC
5:11 PM ET@BillHughesDC
Committee on Foreign Investment in the United States, Annual Report to Congress, Report Period: CY 2025
COMMITTEE ON FOREIGN INVESTMENT IN THE UNITED STATES ANNUAL REPORT TO CONGRESS Report Period: CY 2025 CFIUS – ANNUAL REPORT TO CONGRESS – CY 2025 This page is intentionally left blank. CFIUS – ANNUAL REPORT TO CONGRESS – CY 2025 CFIUS ANNUAL REPORT TO CONGRESS REPORT PERIOD: CY 2025 CFIUS – ANNUAL REPORT TO CONGRESS – CY 2025 This page is intentionally left blank. CFIUS – ANNUAL REPORT TO CONGRESS – CY 2025 TABLE OF CONTENTS MESSAGE FROM ASSISTANT SECRETARY OF THE TREASURY FOR INVESTMENT SECURITY CHRIS PILKERTON....... viii THE COMMITTEE ON FOREIGN INVESTMENT IN THE UNITED…
4:14 PM ET
SPSpaceX
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.
12:34 PM ET
XPXPENG
12:34 PM ETXPXPENG
@techniahqrobot on X
XPENG is putting serious money behind humanoid robotics. Its robotics business just raised more than $900 million, reaching a post-money valuation above $6.3 billion. The round was led by IDG Capital, with Tencent, Alibaba and Gaorong Ventures participating. XPENG founder He Xiaopeng and co-president Brian Gu also invested roughly $100 million personally. The capital will support the development of IRON XPENG’s human-sized humanoid along with robot hardware Physical AI models and training infrastructure. China’s humanoid race is getting much more expensive.
11:44 AM ET
Hugging Face
11:44 AM ETHugging Face
Space and Technology on X: "🚨 Hugging Face’s Microduck robot generated over $2.6 million in orders within 24 hours, creating a 4–6 month backlog for new orders." / X
Post Log in Sign up Post Space and Technology on X: "🚨 Hugging Face’s Microduck robot generated over $2.6 million in orders within 24 hours, creating a 4–6 month backlog for new orders." - Space and Technology @spaceandtech\ 🚨 Hugging Face’s Microduck robot generated over $2.6 million in orders within 24 hours, creating a 4–6 month backlog for new orders. View media View media 11:44 AM · Aug 29, 20261.4KViews 3 3 18 6 - Space and Technology @spaceandtech\ Aug 29 🔗: \\ \\ Hugging Face says its roller-skating robot duck scored $2.6 million in orders in 24 hours From businessinsider.com Reply…
10:31 AM ET
Unitree
10:31 AM ETUnitree
@Allstarsv16 on X
China’s humanoid-robot market is moving from hype to public-market speculation. Unitree surged more than 600% after its IPO, briefly reaching a valuation near $50B. Now the real question begins: can these companies turn impressive demonstrations into mass production and recurring revenue? $CCXI $OUST
10:23 AM ET
Unitree
10:23 AM ETUnitree
@Joieofvivre on X
Unitree just went public and popped 629% on debut. IPO priced at 150.8 yuan. Opened at 1,100. Valuation briefly crossed 400B yuan (~$55B). China's first humanoid robot maker hits public markets — and investors piled straight in. 🤖 #Unitree #Robotics
9:50 AM ET
Agility Robotics
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…
9:00 AM ET
Apptronik
9:00 AM ETApptronik
Retail Volts on X: "@Apptronik , the Austin based team behind the Apollo humanoid and backed by @MercedesBenz is one of the best-funded players in this race.
#HumanoidRobotics #Robotics #AI #Innovation #RetailVolts" / X
Post Log in Sign up Post Retail Volts on X: "@Apptronik , the Austin based team behind the Apollo humanoid and backed by @MercedesBenz is one of the best-funded players in this race. \#HumanoidRobotics \#Robotics \#AI \#Innovation \#RetailVolts" - Retail Volts @RetailVolts @Apptronik , the Austin based team behind the Apollo humanoid and backed by @MercedesBenz is one of the best-funded players in this race. #HumanoidRobotics #Robotics #AI #Innovation #RetailVolts 00:00 View media 9:00 AM · Aug 29, 2026346Views Reply Scan to get the app
6:01 AM ET
HYHyundai
6:01 AM ETHYHyundai
South Korea Commits KRW 2.3 Trillion to Build Full-Stack Humanoid Robotics Ecosystem by 2030 | Humanoids Daily
Search articles Key Takeaways Show all - Dedicated Humanoid Capital: South Korea is investing KRW 2.3 trillion ($1.66 billion) through 2030 to build an indigenous, full-stack humanoid robotics industry, backed by an additional KRW 2.8 trillion ($2.0 billion) for field verification. - Aggressive Localization Targets: The plan seeks to raise domestic localization of core humanoid components from 45% to 80%, transitioning legacy auto parts manufacturers into precision robotics suppliers. - State Procurement Pipeline: The government will purchase 1,080 humanoid robots and roughly 5,000 total…
3:30 AM ET
Nvidia
$NVDA
3:30 AM ETNvidia
@massimo_mazza on X
Silicon Valley is having its biggest shopping spree in history 🛒 💰 Nvidia buys Hugging Face for $12.9B 🤖 SoftBank circling humanoid maker 1X at $6B ⚡ Cursor at $60B, OpenRouter ~$8B, Decart $6B+ The pattern: nobody is buying revenue. They are buying distribution chokepoints, open-weight ecosystems and robot bodies before unit economics exist. When strategic buyers set the prices, cash flows stop being the scoreboard 🎯
3:26 AM ET
A1A16z
3:26 AM ETA1A16z
@VaderResearch on X
A16z just announced a $1.1bn fund to invest in US manufacturing & physical AI US must build its own hardware to compete with Chinese robotics. There is no way around. Having visited WRC, Robot Games and offices of robotics companies in China, I can personally attest that the gap is large but its not impossible to close it. You can buy small humanoids for as cheap as $3k in China. Maybe not useful for industrial tasks but good for r&d, universities and children. Price offered to overseas typically has a 100% premium. Great article by @randallmbriggs
2:08 AM ET
@fuelmeupcc
2:08 AM ET@fuelmeupcc
@fuelmeupcc on X
We've seen this movie before with solar and EVs. Pour in subsidies, factories overbuild, supply swamps demand, prices crater. China cranked out 14,400 humanoid robots in 2025, about 85% worldwide, yet actual paying customers barely exist. Startups already dumping units near $8k. Taxpayers cover the shortfall.
9:57 PM ET
@techniahqrobot
9:57 PM ET@techniahqrobot
@techniahqrobot on X
This is what’s hiding inside the next generation of robotic hands. Compact frameless motors can be integrated directly into dexterous robotic hands to drive finger and joint movement while keeping the mechanism extremely compact. For humanoid robots, hand performance will depend heavily on this kind of engineering high torque, precise control and more actuators packed into very limited space. Walking gets most of the attention. But dexterous hands may decide how useful humanoid robots actually become.
9:39 PM ET
Tesla
$TSLA
9:39 PM ETTesla
The All-In Podcast on X: "THE BESTIES ARE BACK! 🚨
-- China's Robot Olympics and the Optimus Future $TSLA
-- $NVDA and $CRM Rip on Big Earnings: Narrative Violations
-- Bessent vs. Druckenmiller: Yield Curve Suppression, Debt Spiral, How to Fix?
-- Druck's AI WSJ Op-Ed Controversy
-- CIA Chie… / X
Post Log in Sign up Post The All-In Podcast on X: "THE BESTIES ARE BACK! 🚨 \-\- China's Robot Olympics and the Optimus Future $TSLA \-\- $NVDA and $CRM Rip on Big Earnings: Narrative Violations \-\- Bessent vs. Druckenmiller: Yield Curve Suppression, Debt Spiral, How to Fix? \-\- Druck's AI WSJ Op-Ed Controversy \-\- CIA Chief Visits Moscow \-\- Science Corner: $MRNA Cancer Vaccine (0:00) Bestie intros: Recapping recent interviews and the state of American science (3:31) China's Robot Olympics, Optimus update, Grok Bot (9:05) Nvidia and Salesforce rip after big earnings: AI Capex Bubble and…
9:08 PM ET
https://x.com/GoingBallistic5
9:08 PM EThttps://x.com/GoingBallistic5
Humanoid Scott on X: "When Will a Humanoid Break the Decathlon World Record?
Here's why that question matters
1. The decathlon is the closest thing to a real fitness test for a humanoid body, 10 events, 1 machine, 0 swaps, which also compares to human performance
2. It demands nearly every hard … / X
Post Log in Sign up Post Humanoid Scott on X: "When Will a Humanoid Break the Decathlon World Record? Here's why that question matters 1\. The decathlon is the closest thing to a real fitness test for a humanoid body, 10 events, 1 machine, 0 swaps, which also compares to human performance 2\. It demands nearly every hard problem in robotics at once, strength, dexterity, endurance, balance, and survivability 3\. Nobody's close, and I'll show you exactly why 4\. I wrote the actual rule book for this challenge, and it's stricter than you'd think🧵" - Humanoid Scott @GoingBallistic5 When Will a…
9:06 PM ET
@fuelmeupcc
9:06 PM ET@fuelmeupcc
@fuelmeupcc on X
150+ humanoid companies in China, and most run on state money per the NDRC. Great arms, dumb brains. The hardware is cheap because Beijing subsidizes it, the intelligence is the wall nobody can buy their way over. Output tops 10,000 units in 2025 but a robot that needs a researcher steering its wrist isn't replacing a warehouse worker. Cheap bodies scale fast. General-purpose smarts don't.
7:24 PM ET
Tesla
$TSLA
7:24 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 profit machine Kirsten Korosec 4:24 PM PDT · August 28, 2026 Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link The hype around humanoid robots isn’t particularly new. Thank Tesla CEO Elon Musk and his Optimus robot, as well as the myriad videos of Boston Dynamics’ Atlas robot, for that. Behind that hype, though, there…
4:09 PM ET
Agility Robotics
4:09 PM ETAgility Robotics
Inside Agility's bet on factory-first humanoids | The Deep View
Aug 28, 2026•4:09pm America/New\York Inside Agility's bet on factory-first humanoids Humanoid robots continue to capture the imagination of humans, and the recent AI revolution has only accelerated the momentum. But despite demonstrations of robotics tidying up homes or awkwardly dancing on stages, there may be a better place to start: Factory floors, Pras Velagapudi, CTO of Agility Robotics, told The Deep View. With a massive labor shortage and many repetitive, dangerous tasks, manufacturing may be the perfect proving ground for humanoid robots. It's why Agility has focused on this niche,…
4:00 PM ET
SoftBank
$SFTBY
4:00 PM ETSoftBank
@myusedrobot on X
SoftBank Eyes Controlling Stake in Humanoid Robot Maker 1X SoftBank is negotiating to acquire a controlling interest in humanoid robotics company 1X at a valuation around $6 billion, focusing on residential applications.
3:56 PM ET
SoftBank
$SFTBY
3:56 PM ETSoftBank
@notreload_ai on X
SoftBank is in talks to buy a majority stake in OpenAI-backed humanoid robot maker 1X Technologies at a valuation of about $6 billion. https://t.co/hQDfAfdaeX
2:03 PM ET
XRXPENG Robotics
2:03 PM ETXRXPENG Robotics
mete on X: "Robotics funding rounds in Aug 26 🤖
🇨🇳 XPENG Robotics | $900M
🇨🇭 Gravis Robotics | $200M
🇨🇳 PokeBot | $100M
🇨🇳 DISCOVER Robotics | $100M" / X
Post Log in Sign up Post mete on X: "Robotics funding rounds in Aug 26 🤖 🇨🇳 XPENG Robotics \| $900M 🇨🇭 Gravis Robotics \| $200M 🇨🇳 PokeBot \| $100M 🇨🇳 DISCOVER Robotics \| $100M" - mete @VaderResearch Robotics funding rounds in Aug 26 🤖 🇨🇳 XPENG Robotics \| $900M 🇨🇭 Gravis Robotics \| $200M 🇨🇳 PokeBot \| $100M 🇨🇳 DISCOVER Robotics \| $100M View media 2:03 PM · Aug 28, 20262.3KViews 1 2 13 2 - Ugur.ETH @uuryetkindeveci Aug 28 china dominance getting scary GIF View media Reply 22
1:32 PM ET
MEMitsubishi Electric
1:32 PM ETMEMitsubishi Electric
@TheHumanoidHub on X
Demos are easy. Deployment is hard. Lumos put MOS 2 on Mitsubishi Electric's PLC production lines. Cart carrying, quality inspection, box handling, screwdriving and coordination across multiple robots. The robot is built for industrial scenarios that need wheeled mobility and up to 50kg of dual-arm payload.
10:26 AM ET
SoftBank
$SFTBY
10:26 AM ETSoftBank
@Biti8888 on X
🚨BREAKING NEWS SoftBank is reportedly in talks to acquire a majority stake in @1x_tech at a $6B valuation. If the deal happens, it would be another major signal that serious capital is moving deeper into humanoid robotics. 1X already has NEO preorders, with the first-year production capacity reportedly sold out in just five days. Robotics is becoming a serious capital market.
10:11 AM ET
A1a16z
10:11 AM ETA1a16z
Why Top Founders Are Racing Into AI Infrastructure - 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 Why Top Founders Are Racing Into AI Infrastructure Tap to unmute 2x Why Top Founders Are Racing Into AI Infrastructure a16z 90,021 views 4 days 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, cancel and sign in to…
9:54 AM ET
Unitree
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…
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 ET
Unitree Robotics
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…
2:14 AM ET
HDHarmonic Drive
2:14 AM ETHDHarmonic Drive
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…
3:41 PM ET
Agility Robotics
3:41 PM ETAgility Robotics
@jinseongeo83473 on X
$CCXI 🤖💰 CCXI / Agility Robotics Study #10✔️ The Big Question — What Could AGLT Actually Be Worth?✔️ The conclusion first: Agility’s $2.5B transaction valuation is beginning to look increasingly conservative. But we should not simply assume that CCXI at $10 = Agility at $2.5B. Once the expected post-merger share count is considered, the market-implied valuation becomes considerably higher. And this is where $15, $20, and $25 start to mean very different things. ① The Starting Point — $2.5B The Agility Robotics / Churchill Capital XI transaction was announced with: • $2.5B pre-money equity…
3:06 PM ET
@antopatrex1
3:06 PM ET@antopatrex1
@antopatrex1 on X
@Yuvelir_22 wild how a blender render gets the inertia looking effortless, then you watch a $150k humanoid spend 45 seconds trying to lift an empty mug because the harmonic drive overheated.
3:06 PM ET
SoftBank
$SFTBY
3:06 PM ETSoftBank
@noboonchain on X
@theinformation One thing worth watching here: $6B for 1X implies SoftBank is pricing humanoid robots on AI-adjacent multiples, not on any demonstrated unit economics. That bet may eventually be right, but the sequencing matters — Son has been early and very wrong before getting very right.
2:13 PM ET
DRDyna Robotics
2:13 PM ETDRDyna Robotics
Dyna Robotics on X: "After so many demos, models, pilots, robots are still struggling to land real deployments with real customers. Until now.
Today we’re excited to share that our robots have successfully crossed the ROI threshold, and Din Tai Fung, one of the highest revenue per location restaur… / X
Post Log in Sign up Post Dyna Robotics on X: "After so many demos, models, pilots, robots are still struggling to land real deployments with real customers. Until now. Today we’re excited to share that our robots have successfully crossed the ROI threshold, and Din Tai Fung, one of the highest revenue per location restaurant chain in the US, is rolling out Dyna robots across its extensive restaurant network. This brings our rollouts across hotels, logistics, data centers, and many other use cases to a fleet that reaches hundreds of robots by the first half of 2027. And we’re just getting…
2:00 PM ET
UAUT Austin
2:00 PM ETUAUT Austin
UT Austin on X: "A new $30 million @NSF award will establish the Center for Human and Robot Co-Adaptation at UT Austin.
Led by Texas researchers, the new center will advance groundbreaking research into how humans and robots can learn to live and work together.
Another bold step forward for resea… / X
Post Log in Sign up Post UT Austin on X: "A new $30 million @NSF award will establish the Center for Human and Robot Co-Adaptation at UT Austin. Led by Texas researchers, the new center will advance groundbreaking research into how humans and robots can learn to live and work together. Another bold step forward for research at Texas. 🤘 Read more: https://t.co/7Cnan7ap54" - UT Austin @UTAustin A new $30 million @NSF award will establish the Center for Human and Robot Co-Adaptation at UT Austin. Led by Texas researchers, the new center will advance groundbreaking research into how humans and…
1:00 PM ET
Unitree
1:00 PM ETUnitree
@antopatrex1 on X
unitree IPO'd and was oversubscribed 8,000x by retail investors. backed by deepseek and a state oil company. shipped 5,500 humanoids last year. valued at $9B. this is what industrial policy looks like when a country decides to win:
12:49 PM ET
SoftBank
$SFTBY
12:49 PM ETSoftBank
@TheHumanoidHub on X
$6B. For 1X ! In this market. That'd be daylight robbery. SoftBank is in talks to buy a majority stake in 1X Technologies at a ~$6B valuation, per The Information. The part that stands out from the report: OpenAI reportedly discussed acquiring 1X outright last year. SoftBank is Masayoshi Son's Japanese investment giant, owner of Arm and the $100B Vision Fund, and lately one of the biggest checkbooks in AI and robotics. Talks are ongoing and terms could change. https://t.co/fQzpQQJnFi
12:38 PM ET
SoftBank
$SFTBY
12:38 PM ETSoftBank
@ricci_nov on X
@ClementDelangue While SoftBank pays $6B for humanoids that haven't shipped, Hugging Face ships a $399 duck you can actually train tonight. The Raspberry Pi playbook applied to robotics — the cheap hackable one is how a generation of roboticists gets made.
10:05 AM ET
HYHyundai
10:05 AM ETHYHyundai
@StragglerLiu on X
At Hyundai Motor's 2026 CEO Investor Day on August 26, CEO José Muñoz made a statement that deserves serious attention: Hyundai is considering selling Boston Dynamics' humanoid robot Atlas through its existing automotive dealer network. Hyundai Capital is exploring financing options for robot sales — the same structures used to finance car purchases. This is not another "automaker experiments with robotics" story. This is Hyundai putting a humanoid robot into the commercial infrastructure it spent 60 years building to sell cars. The roadmap: 2026: RMAC (Robot Metaplant Application Center) in…
8:59 AM ET
SoftBank
$SFTBY
8:59 AM ETSoftBank
@thetechstartups on X
🚨 BREAKING: @SoftBank is in talks to buy a majority stake in @OpenAI-backed humanoid robot startup 1X at a $6 BILLION valuation. 🤖💰 @1x_tech is building NEO, a humanoid designed to live in your home, fold laundry, make coffee, vacuum, and handle everyday chores. 🏠☕🧺 The twist? 1X reportedly sought a $10B valuation last year. Now Masayoshi Son wants in. The race to put humanoid robots in our homes is heating up. 🔥🤖 Full story on TechStartups 👇 #SoftBank #OpenAI #1X #HumanoidRobots #Robotics #AI #Tech
8:42 AM ET
HYHyundai
8:42 AM ETHYHyundai
@CyberRobooo on X
Hyundai is considering selling its humanoid robot Atlas through its dealer network. At Hyundai Motor's 2026 CEO Investor Day event yesterday... Hyundai plans to deploy Boston Dynamics’ Atlas at its own automotive factories, but it is also discussing bringing robots into its existing dealer and financial network. Hyundai CEO José Muñoz said the group already has potential distribution channels through dealer partners, while Hyundai Capital is exploring whether it can finance robot sales. In simple terms, companies could eventually be able to get a robot through Hyundai’s own network, with…
8:01 AM ET
HUHumanoid
8:01 AM ETHUHumanoid
@HumanoidsHQ on X
The Humanoid race is one conducted at pace. To compete, companies have to be fast, nimble, and ready to prototype and deploy products at a pace never seen before. Take "Humanoid", a UK based startup founded by @ArtSokolov In just 7 months, they have managed to bring their HMND 01 Alpha robot from concept to fully functioning, deployed product, making this the fastest deployed Humanoid in the world. It is no wonder they have recently been valued at over $1b, making them the UK's first Humanoid "unicorn". The new space race is here. Only the fastest and most innovative will make it to the…
6:37 AM ET
Agility Robotics
6:37 AM ETAgility Robotics
@ValueInIdeas on X
$CCXI One of the most interesting companies out there right now imo. Agility Robotics CEO Peggy Johnson: "We have over $300 million of booked orders. One of the reasons we chose to go this path is to ensure we can deploy on all of that very quickly. So, we're accelerating our path to market." I've said it before, I'm not going to buy any meaningful amount of shares just yet because I want to learn more about the company through its filings. But I also don't want to make the same mistake I made with Ouster and wait too long before a big run-up. Still, FOMO has never been a good guide, so I'll…
5:31 AM ET
UNUnitreeRobotics
5:31 AM ETUNUnitreeRobotics
Hecto on X: "Last week, @UnitreeRobotics went public in Shanghai.
Retail subscriptions were 8,000x oversubscribed.
It opened 629% above its IPO price and closed the day up 460%.
That isn't enthusiasm, but a demand backlog with nowhere to go.
We're about to solve that problem." / X
Post Log in Sign up Post Hecto on X: "Last week, @UnitreeRobotics went public in Shanghai. Retail subscriptions were 8,000x oversubscribed. It opened 629% above its IPO price and closed the day up 460%. That isn't enthusiasm, but a demand backlog with nowhere to go. We're about to solve that problem." - Hecto @hectoinc Last week, @UnitreeRobotics went public in Shanghai. Retail subscriptions were 8,000x oversubscribed. It opened 629% above its IPO price and closed the day up 460%. That isn't enthusiasm, but a demand backlog with nowhere to go. We're about to solve that problem. GIF View media…
5:18 AM ET
NVIDIA
$NVDA
5:18 AM ETNVIDIA
Shuddhatma Jain on X: "Sanja Fidler quit her job running NVIDIA's Toronto AI lab, started a company three months ago, and has already pulled in $90 million without shipping a single product.
nobody is betting on a robot here. they're betting she can build the world robots learn inside 🧵" / X
Post Log in Sign up Post Shuddhatma Jain on X: "Sanja Fidler quit her job running NVIDIA's Toronto AI lab, started a company three months ago, and has already pulled in $90 million without shipping a single product. nobody is betting on a robot here. they're betting she can build the world robots learn inside 🧵" - Shuddhatma Jain @decepticons0101 Sanja Fidler quit her job running NVIDIA's Toronto AI lab, started a company three months ago, and has already pulled in $90 million without shipping a single product. nobody is betting on a robot here. they're betting she can build the world robots…
2:20 AM ET
SoftBank
$SFTBY
2:20 AM ETSoftBank
Humanoids daily on X: "SoftBank is in talks to buy a majority stake in 1X at ~$6B, per The Information.
Last September, 1X was reportedly seeking $1B at a $10B+ valuation.
Control normally trades at a premium, not a discount.
Still unknown: how big the stake is, and whether OpenAI is selling." / X
Post Log in Sign up Post Humanoids daily on X: "SoftBank is in talks to buy a majority stake in 1X at $6B, per The Information. Last September, 1X was reportedly seeking $1B at a $10B+ valuation. Control normally trades at a premium, not a discount. Still unknown: how big the stake is, and whether OpenAI is selling." - Humanoids daily @humanoidsdaily SoftBank is in talks to buy a majority stake in 1X at $6B, per The Information. Last September, 1X was reportedly seeking $1B at a $10B+ valuation. Control normally trades at a premium, not a discount. Still unknown: how big the stake is, and…
1:00 AM ET
UBUBTech
1:00 AM ETUBUBTech
China can build kung fu-fighting robots. But it can’t get them to do factory work | Reuters
Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv LIUZHOU, China - Inside a training center in southern China, more than 100 humanoid robots stand in neat rows. A dozen human trainers wearing headsets guide some of them through simple tasks – sorting crates, packaging noodles, making coffee. The humanoids are slow and awkward. A novice trainer might get them to produce one usable movement in 300 attempts; an experienced trainer, one in 50. Robot maker UBTech won an $18 million tender from the Guangxi regional government last…
11:41 PM ET
Unitree
11:41 PM ETUnitree
@heyshrutimishra on X
Unitree's humanoid robots went viral doing kung fu at China's New Year Gala. Search volume jumped 300%. Orders doubled within hours. Then the company went public on Shanghai's STAR Market. The IPO raised $904 million. The stock surged 460% on day one, peaking at 629% above the offer price. Retail investors oversubscribed it 8,000 times. China now ships 97% of the world's humanoid robots. Unitree and AgiBot control three quarters of the market. Global shipments surged 272% YoY in the first half of 2026. The stock has since plunged 45% from its peak.
11:24 PM ET
Agility Robotics
11:24 PM ETAgility Robotics
@HumanoidInvest on X
Starting to think this is actually bullish for $CCXI 🤖 @agilityrobotics as they are way further ahead in commercialization and just $2.5 billion pre-money valuation *SOFTBANK IN TALKS TO ACQUIRE MAJORITY STAKE IN HUMANOID ROBOT MAKER 1X AT $6B: THE INFORMATION *OPENAI SCRAPPED PREVIOUS PLANS TO ACQUIRE HUMANOID ROBOT STARTUP 1X *1X ROBOTICS FACES DOWN-VALUATION TO $6B AFTER UNSUCCESSFUL $10B FUNDRAISE *NO NEO ROBOTS YET DELIVERED TO CUSTOMERS DESPITE 10,000 ORDERS & 2026 TIMELINE
11:01 PM ET
SoftBank
$SFTBY
11:01 PM ETSoftBank
Ismail | SinyalKatmanı | on X: "SoftBank, humanoid robot üreticisi 1X’te çoğunluk hissesi için $6B değerleme üzerinden görüşüyor. NEO için 10K' dan fazla sipariş var.
Son, OpenAI ve AI infra sonrası fiziksel AI’a yükleniyor. Sipariş var ama ticari teslimat ölçeği henüz kanıtlanmadı." / X
Post Log in Sign up Post Ismail \| SinyalKatmanı \| on X: "SoftBank, humanoid robot üreticisi 1X’te çoğunluk hissesi için $6B değerleme üzerinden görüşüyor. NEO için 10K' dan fazla sipariş var. Son, OpenAI ve AI infra sonrası fiziksel AI’a yükleniyor. Sipariş var ama ticari teslimat ölçeği henüz kanıtlanmadı." - Ismail \| SinyalKatmanı \| @sinyalkatmani SoftBank, humanoid robot üreticisi 1X’te çoğunluk hissesi için $6B değerleme üzerinden görüşüyor. NEO için 10K' dan fazla sipariş var. Son, OpenAI ve AI infra sonrası fiziksel AI’a yükleniyor. Sipariş var ama ticari teslimat ölçeği henüz…
10:40 PM ET
SoftBank
$SFTBY
10:40 PM ETSoftBank
Humanoid Investing on X: "SoftBank Negotiating Majority Stake In Humanoid Maker 1X At $6 Billion Valuation" / X
Post Log in Sign up Post Humanoid Investing on X: "SoftBank Negotiating Majority Stake In Humanoid Maker 1X At $6 Billion Valuation" - Humanoid Investing @HumanoidInvest SoftBank Negotiating Majority Stake In Humanoid Maker 1X At $6 Billion Valuation View media 10:40 PM · Aug 26, 20261KViews 2 4 1 - Jay Mason @JayMason3131 Aug 27 Welcome to the show Reply 19 - Slinky 🔨Hammer @slinkyhammer Aug 27 Dude @agilityrobotics is so undervalued is insane this gonna wild to watch play out 1 61 Scan to get the app
10:13 PM ET
SoftBank
$SFTBY
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
9:49 PM ET
SoftBank
$SFTBY
9:49 PM ETSoftBank
@wallstengine on X
SOFTBANK IN TALKS TO BUY MAJORITY STAKE IN 1X AT ~$6B VALUATION SoftBank is in talks to acquire a majority stake in OpenAI-backed humanoid robot maker 1X, per The Information. 1X previously tried to raise $1B at a $10B valuation but raised less than half that target. OpenAI also discussed acquiring 1X last year, though talks fell apart. The company says it received 10,000+ pre-orders for its $20,000 NEO humanoid within the first week, with deliveries planned for 2026, though none have been delivered yet.
9:49 PM ET
SoftBank
$SFTBY
9:49 PM ETSoftBank
Odd Diligence on X: "“SoftBank in Talks to Buy Majority Stake in Humanoid Maker 1X at $6 Billion Valuation”
SoftBank also has position in Agility Robotics $CCXI … maybe throw them some more $$ someday?" / X
Post Log in Sign up Post Odd Diligence on X: "“SoftBank in Talks to Buy Majority Stake in Humanoid Maker 1X at $6 Billion Valuation” SoftBank also has position in Agility Robotics $CCXI … maybe throw them some more $$ someday?" - Odd Diligence @OddDiligence “SoftBank in Talks to Buy Majority Stake in Humanoid Maker 1X at $6 Billion Valuation” SoftBank also has position in Agility Robotics $CCXI … maybe throw them some more $$ someday? View media 9:49 PM · Aug 26, 20263.6KViews Reply 3 18 5
9:44 PM ET
SOFTBANK
$SFTBY
9:44 PM ETSOFTBANK
@tradfi on X
*SOFTBANK IN TALKS TO ACQUIRE MAJORITY STAKE IN HUMANOID ROBOT MAKER 1X AT $6B: THE INFORMATION *OPENAI SCRAPPED PREVIOUS PLANS TO ACQUIRE HUMANOID ROBOT STARTUP 1X *1X ROBOTICS FACES DOWN-VALUATION TO $6B AFTER UNSUCCESSFUL $10B FUNDRAISE *NO NEO ROBOTS YET DELIVERED TO CUSTOMERS DESPITE 10,000 ORDERS & 2026 TIMELINE
9:38 PM ET
SoftBank
$SFTBY
9:38 PM ETSoftBank
@RedboxWire on X
SoftBank Negotiating Majority Stake In Humanoid Maker 1X At $6 Billion Valuation, The Information Says
9:38 PM ET
SoftBank
$SFTBY
9:38 PM ETSoftBank
@FirstSquawk on X
SoftBank Negotiating Majority Stake In Humanoid Maker 1X At $6 Billion Valuation, The Information Says
5:57 PM ET
HMHyundai Motor Group
5:57 PM ETHMHyundai Motor Group
Hyundai Says Atlas Will Not Replace Workers — One Day After Settling a Strike Over Exactly That | Humanoids Daily
Search articles Key Takeaways Show all - CEO José Muñoz told investors that Hyundai's US robot plant will start production in 2028 with 30,000 units of annual capacity, calling it "the world's first large-scale commercial robotics manufacturing facility" - 25,000 of those units are already committed, beginning with Hyundai Motor Group Metaplant America — meaning roughly 83 percent of first-year output is destined for Hyundai's own factories, not external customers - Muñoz devoted a scripted passage to insisting "robots are not replacing humans," one day after Hyundai's Korean union reached a…
2:17 PM ET
Unitree
2:17 PM ETUnitree
The AI Daily Brief - Formerly The AI Breakdown on X: "Humanoid robot maker Unitree surged 460% on its Shanghai debut. Worth knowing before calling it mania: it's the fourth Chinese IPO this year to rise more than 400% on day one." / X
Post Log in Sign up Post The AI Daily Brief - Formerly The AI Breakdown on X: "Humanoid robot maker Unitree surged 460% on its Shanghai debut. Worth knowing before calling it mania: it's the fourth Chinese IPO this year to rise more than 400% on day one." - The AI Daily Brief - Formerly The AI Breakdown @AIDailyBrief Humanoid robot maker Unitree surged 460% on its Shanghai debut. Worth knowing before calling it mania: it's the fourth Chinese IPO this year to rise more than 400% on day one. View media 2:17 PM · Aug 26, 2026159Views 1 - The AI Daily Brief - Formerly The AI Breakdown…
1:24 PM ET
Apptronik
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…
1:23 PM ET
VAVeeda AI
1:23 PM ETVAVeeda AI
Open roles with founders hailing from NVIDIA, Citadel, Palantir, and MIT
SubscribeSign in Discover more from a16z Jobs New jobs every day. Subscribe By subscribing, you agree Substack's Terms of Use, and acknowledge its Information Collection Notice and Privacy Policy. Already have an account? Sign in Open roles with founders hailing from NVIDIA, Citadel, Palantir, and MIT Plus, a list of open roles at early-stage startups building their founding teams Katie Kirsch and Lauren Nguyen Aug 26, 2026 8 2 1 Share Build -1 → 0 Get on the ground floor with the founding team of a pre-seed or seed-stage startup. - After 8 years running AI research at NVIDIA, Sanja Fidler…
12:08 PM ET
DVDynamo Ventures
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…
10:02 AM ET
Skild AI
10:02 AM ETSkild AI
@ThomasSmale on X
$14B valuation. Pre-revenue. A handful of customers. That is Skild AI today. And it is not the outlier. Physical Intelligence: $11B Generalist: $2B to $3B in months, $600M raised Skild AI: $14B Three companies. Billions in capital. Almost no commercial traction between them. The thesis is simple. Someone builds the foundation model for robotics the way OpenAI built one for language. Find the winner early, own the platform forever. Here is the problem. LLMs were trained on trillions of words scraped from the open internet. That dataset already existed, and it was free. No equivalent exists for…
10:01 AM ET
@MilkRoadRobotix
10:01 AM ET@MilkRoadRobotix
Milk Road PRO
Skip to main content Invest With Conviction. Not Guesswork.\\ \\ Go PRO for $1 Sign In Go PRO for $1 Sign in button Go PRO for $1 S&P 500 7,676.21 0.59% Nasdaq 26,223.71 0.47% Bitcoin\\ \\ $77,159.10\\ \\ 0.87% Ethereum\\ \\ $2,390.08\\ \\ 2.16% Gold $4,417.10 1.59% DXY 99.52 0.15% MRMI\\ \\ -\\ \\ 0.31 S&P 500 7,676.21 0.59% Nasdaq 26,223.71 0.47% Bitcoin\\ \\ $77,159.10\\ \\ 0.87% Ethereum\\ \\ $2,390.08\\ \\ 2.16% Gold $4,417.10 1.59% DXY 99.52 0.15% MRMI\\ \\ -\\ \\ 0.31 S&P 500 7,676.21 0.59% Nasdaq 26,223.71 0.47% Bitcoin\\ \\ $77,159.10\\ \\ 0.87% Ethereum\\ \\ $2,390.08\\ \\ 2.16%…
9:30 AM ET
Unitree
9:30 AM ETUnitree
Robot brain builders are pushing out of their GPT-2 era | 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 Credits: Kiyoshi Ota/Bloomberg / Getty Images Robotics Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link Robot brain builders are pushing out of their GPT-2 era Tim Fernholz 6:30 AM PDT · August 26, 2026 Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link Physical AI is one of the…
7:26 AM ET
Unitree
7:26 AM ETUnitree
@AskHeyTheo on X
Story 2, Shanghai. Unitree is down 45%+ from its IPO peak. Not a robot story. A supply story. Alibaba's record share sale and YMTC's IPO plans landed the same week. The cost of the AI build-out just got handed to new shareholders.
6:10 AM ET
UNUnitreeRobotics
6:10 AM ETUNUnitreeRobotics
@UnitreeStore_SH on X
Unlock unlimited sports potential (Extra large joint movement space angle, 23~43 joints) Force control of dexterous hands, manipulation of all thingsImitation & reinforcement learning driven Robot world model, let’s create it together Unitree G1 Price from $13.5K. Experience G1 at the Unitree Store in Shanghai. Follow us for more robots, technology, and store experiences. 📍 2nd Floor, Jiuguang Department Store, West Nanjing Road, Shanghai 🕙 Open daily, 10:00–22:00 🚇 Metro Lines 2, 7 & 14(Jing'an Temple Station，静安寺站) #Unitree #UnitreeRobotics #UnitreeG1 #G1 #HumanoidRobot #Robotics…
6:10 AM ET
Google
$GOOGL
6:10 AM ETGoogle
@zhodonx on X
I’ve said before that I think Google & DeepMind are playing a longer game with models. This is still a firm stance. Because a lot of the time, i think people look at Google’s model strategy too narrowly; Every Gemini release immediately gets reduced to how it compares with other labs or whatever benchmark is trending that week. Meanwhile the it’s more about where all of that intelligence might show up next. Like in Reasoning, Vision, Video, Agents. And particularly robotics. I believe Gemini Robotics ER 2 is a clear example here. It was built on Gemini 3.5 Flash. Except, now its intelligence…
Back Axis Robotics launches an exclusive robot-data campaign on Binance Wallet. Binance Keyless Wallet users get their own task set on Axis Hub and their own reward pool of 1,500,000 Axis Points, separate from the regular product points pool. Campaign Timeline All times are SGT (UTC+8). Campaign period & reward cycles - Campaign period: 26 Aug 2026, 2:00 PM → 25 Sep 2026, 2:00 PM - Cycle 1 points calculation: 26 Aug, 2:00 PM → 9 Sep, 2:00 PM - Cycle 2 points calculation: 9 Sep, 2:00 PM → 25 Sep, 2:00 PM (includes a 2-day buffer to finish signing) - Reward settlement: twice, once after each…
2:18 AM ET
ARAxis Robotics
2:18 AM ETARAxis Robotics
Axis Robotics on X: "Axis Robotics x @BinanceWallet is live.
1,500,000 Axis Points. 30 days. Reserved exclusively for Binance Keyless Wallet users.
Teach robots. Sign your data on Base. Get paid in Points from a pool that's entirely separate from the main product.
How it works:" / X
Post Log in Sign up Post Axis Robotics on X: "Axis Robotics x @BinanceWallet is live. 1,500,000 Axis Points. 30 days. Reserved exclusively for Binance Keyless Wallet users. Teach robots. Sign your data on Base. Get paid in Points from a pool that's entirely separate from the main product. How it works:" - Axis Robotics @axisrobotics Axis Robotics x @BinanceWallet is live. 1,500,000 Axis Points. 30 days. Reserved exclusively for Binance Keyless Wallet users. Teach robots. Sign your data on Base. Get paid in Points from a pool that's entirely separate from the main product. How it works: View…
A 29900$ MACHINE IS DANCING ON A PAVEMENT AND NOT ONE PERSON WALKING PAST LOOKS UP. 29900$ is a Unitree H2, the class this thing sits in. Entry models go for 13500$. Every beat throws its centre of mass and the feet catch it in real time - uneven stone, no tether, no handrail. Same loop that keeps it standing in a warehouse.
7:06 PM ET
Figure
7:06 PM ETFigure
@TheHumanoidHub on X
Figure takes vertical integration to another level. Figure built its own egocentric data collection pipeline. Index is a crowdsourcing platform where anyone can collect data. - 264K app downloads across 108 countries - 44K weekly active contributors - 16M videos uploaded, 30 minutes of video ingested every second - $15M already paid out to contributors Figure says data vendors couldn't hit the throughput, diversity, or quality bar, so they built the pipeline themselves. Next 12 months: $1B committed to data and compute.
4:17 PM ET
Unitree
4:17 PM ETUnitree
Adetola Solesi on X: "Unitree, the viral backflipping-robot company, jumped 600% on IPO day in Shanghai. Four sessions later it was down 45%. The robots are real: 5,500 shipped last year. The day-one price was not. New tech asks two questions. Is it real, and is it priced. Never confuse them." / X
Post Log in Sign up Post Adetola Solesi on X: "Unitree, the viral backflipping-robot company, jumped 600% on IPO day in Shanghai. Four sessions later it was down 45%. The robots are real: 5,500 shipped last year. The day-one price was not. New tech asks two questions. Is it real, and is it priced. Never confuse them." - Adetola Solesi @adetola\solesi Unitree, the viral backflipping-robot company, jumped 600% on IPO day in Shanghai. Four sessions later it was down 45%. The robots are real: 5,500 shipped last year. The day-one price was not. New tech asks two questions. Is it real, and is it…
3:44 PM ET
Agility Robotics
3:44 PM ETAgility Robotics
Watch Agility Robotics CEO on Plans To Go Public, China Rivals - Bloomberg
Aug 20th, 2026 Agility Robotics CEO on Plans To Go Public, China Rivals Peggy Johnson, CEO of Agility Robotics, discussed the company's upcoming public debut, positioning it as the only pure-play US public company focused on humanoid robots with proven commercial applications. Agility Robotics is valued at a $2.5 billion pre-money valuation and expects to go public in the fall. She speaks with Romaine Bostick & Sally Bakewell on "The Close." \\ \\ Duration:9:39\\ \\ US’s Wright on Venezuela Oil Production, SPR, Strait of Hormuz Bloomberg Open Interest \\ \\ Duration:10:51\\ \\ Chevron CEO…
2:14 PM ET
@ParadisLabs
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 ET
Unitree Robotics
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…
1:36 PM ET
Figure
1:36 PM ETFigure
Figure on X: "By the numbers:
→ While in stealth, we crossed 264,000 app downloads
→ Uploading over 30 min of video very second
→ Over 16M video uploads
→ Paid out $15M to date
Weekly active users is now over 43,000" / X
Post Log in Sign up Post Figure on X: "By the numbers: → While in stealth, we crossed 264,000 app downloads → Uploading over 30 min of video very second → Over 16M video uploads → Paid out $15M to date Weekly active users is now over 43,000" - Figure @Figure\robot Aug 25 Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos 00:00 View media 181 345 3.6K 525K - Figure @Figure\robot Aug 25 The data needed to scale a truly general purpose robots…
1:35 PM ET
Figure
1:35 PM ETFigure
Figure on X: "We've now collected data in 108 countries to date
Here's a global map of our collection, now updating live on our website, each point of light represents a real world contributions to our dataset" / X
Post Log in Sign up Post Figure on X: "We've now collected data in 108 countries to date Here's a global map of our collection, now updating live on our website, each point of light represents a real world contributions to our dataset" - Figure @Figure\robot Aug 25 Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos 00:00 View media 181 345 3.6K 525K - Figure @Figure\robot Aug 25 The data needed to scale a truly general purpose robots…
1:35 PM ET
https://x.com/adcock_brett
1:35 PM EThttps://x.com/adcock_brett
Brett Adcock on X: "We are now on a path to 100x, and are committed to spend over $1B the next 12 months on data and compute
Index is laying the groundwork for ordering robots as a service. Today, you have people coming to help clean your house; eventually, a robot will do everything for you" / X
Post Log in Sign up Post Brett Adcock on X: "We are now on a path to 100x, and are committed to spend over $1B the next 12 months on data and compute Index is laying the groundwork for ordering robots as a service. Today, you have people coming to help clean your house; eventually, a robot will do everything for you" - Brett Adcock @adcock\brett Aug 25 Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the next…
1:30 PM ET
Figure
1:30 PM ETFigure
Brett Adcock on X: "Introducing Index
Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world
→ 30min of video uploads/sec
→ 16M video uploads
→ Paid $15M to date
→ 264k downloads
We're committed to spending $1B the next 12 months on data & com… / X
Post Log in Sign up Post Brett Adcock on X: "Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the next 12 months on data & compute" - Brett Adcock @adcock\brett Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the…
1:30 PM ET
Figure
1:30 PM ETFigure
Figure on X: "Introducing Index
Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots
To date we've crossed 264,000 app downloads and uploaded 16 million videos" / X
Post Log in Sign up Post Figure on X: "Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos" - Figure @Figure\robot Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos 00:00 View media 1:30 PM · Aug 25, 2026525.5KViews 181 345 3.6K 872 - Figure @Figure\robot Aug 25 The data needed to scale…
1:22 PM ET
UNITREE
1:22 PM ETUNITREE
@0_x_Bender on X
UNITREE CLOSED +460% ON DAY ONE. SHANGHAI WAS DOWN 2.4%. WHICH COLUMN IS THAT? Issue price ¥150.80. Open ¥1,100 (+629%). Close ¥845. Raise about $904M at a $9B IPO valuation. Close mkt cap around $50B. Ticker 688836 on STAR. First mainland humanoid pure-play. Retail oversubscribed roughly 8,289x. Allotment rate 0.018%. STAR has no daily limit for the first five sessions. That structure, plus scarcity of a listed humanoid name, is the real engine of the print. Not a sudden proof that humanoid unit economics cleared. 2025: revenue ¥1.70B, net profit ¥278M, 5,500+ humanoids shipped. Q1 2026…
8:12 AM ET
Unitree Robotics
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…
5:47 AM ET
XHX-Humanoid
5:47 AM ETXHX-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 the part that matters. This is. China installed roughly 276,000 industrial robots last year. The US installed about 38,000. China's operational stock is roughly 2 million units against our 394,000. Chinese firms shipped something like 80% of the world's humanoids and hold ~85% of the market. Our response, on July 28, was to add foreign-made humanoids to the…
4:56 AM ET
Unitree Robotics
4:56 AM ETUnitree Robotics
@aniru4h on X
@Reuters That's okay, propaganda news Most stocks climb in first days of listing. And the profit booking is normal. Unitree Robotics priced its IPO at 150.80 yuan per share and opened on the Shanghai Stock Exchange at 1,100 yuan per share. And It is still 4x from IPO price . 🤣🤣🤣
🤖 Major robotics funding news! XPeng's humanoid robot unit Dogotix raises $900M at $6.3B valuation - setting record for China's embodied AI sector. Meanwhile Skild AI hits $14B valuation with $1.4B Series C for "universal brain" for robots.
2:14 AM ET
XPXPeng
2:14 AM ETXPXPeng
@TheHumanoidHub on X
XPeng's robotics unit raised over $900M at a $6.3B post-money valuation. Largest single-round private raise in China's embodied AI sector. IDG Capital led. Tencent, Alibaba, and Gaorong joined. Worth understanding the structure. XPeng Inc. is publicly traded, but this money did not go into XPEV as a parent-level primary. Investors bought equity in Dogotix, a separate robotics subsidiary with its own cap table. The $900M splits three ways: $600M external, $200M from XPeng itself, $100M from executives. Dogotix stays a controlled subsidiary and still consolidates into XPeng's financials. Money…
Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Item 2 of 2 Unitree CEO Wang Xingxing speaks about capabilities of company’s G1 humanoid robot during the 2026 World Robot Conference, in Beijing, China, August 20, 2026. REUTERS/Maxim Shemetov/File Photo \[2/2\] Unitree CEO Wang Xingxing speaks about capabilities of company’s G1 humanoid robot during the 2026 World Robot Conference, in Beijing, China, August 20, 2026. REUTERS/Maxim Shemetov/File Photo Purchase Licensing Rights, opens new tab - Summary - Companies - Unitree…
6:52 PM ET
Unitree
6:52 PM ETUnitree
Unitree Claims New Humanoid Robot Outruns Usain Bolt
Robotics Unitree Claims New Humanoid Robot Outruns Usain Bolt The flashy company, which recently completed a blockbuster IPO, appears to be leading the pack of humanoid robot makers. Edd Gent Aug 24, 2026 Image Credit Unitree via X Share Share on xShare on facebookShare on linkedinShare on redditShare via email Increasingly, companies are building humanoid robots that perform impressive athletic feats to mark the field’s progress. Now, Chinese robotics company Unitree says its new "Superman" robot can run 12.66 meters per second, faster than Usain Bolt's top recorded speed. Getting a humanoid…
4:07 PM ET
XMXPeng Motors
4:07 PM ETXMXPeng Motors
XPeng Motors humanoid robot unit Dogotix raises $900M - The Robot Report
The Robot Report Continue to Site Facebook X LinkedIn Reddit Pinterest Share XPeng’s Dogotix unit is developing the IRON humanoid robot. Source: XPeng Like other global automakers, XPeng Motors is branching into humanoid robots. The electric vehicle manufacturer today said that its Dogotix robotics unit has raised more than $900 million in its initial funding round, bringing its pre-money valuation to $5 billion and post-transaction valuation to more than $6.3 billion. XPeng said it plans to use the investment to further develop hardware and software, collect data, train physical AI models,…
8:00 PM ET
RIRoboStrategy, Inc.
8:00 PM ETRIRoboStrategy, Inc.
Shareholder Letter — August 2026 | RoboStrategy
Aug 20, 2026 10 MIN READ Shareholder Letter — August 2026 Andrew Kang To the shareholders of RoboStrategy, Inc. To the shareholders of RoboStrategy, Inc. It’s been a bit over 3 months since RoboStrategy went public on May 11. Between April 30 and July 31, NAV has increased 85% with NAV/Share increasing 54% ¹ The large majority of the growth has come from accretive capital raises placed to institutional investors. I also personally invested an additional $10 million into the fund at a market premium of $36.7/share. While we are seeing significantly increased investor demand and growth in our…
6:01 AM ET
Unitree Robotics
6:01 AM ETUnitree Robotics
Robotico on X: "Hangzhou-based @UnitreeRobotics surged 629% on its Shanghai debut, opening at $163 against an IPO price of $22.34 before settling around $123.
The listing comes two days after the company unveiled Superman, a humanoid platform faster than Usain Bolt over 100 meters." / X
Post Log in Sign up Post Robotico on X: "Hangzhou-based @UnitreeRobotics surged 629% on its Shanghai debut, opening at $163 against an IPO price of $22.34 before settling around $123. The listing comes two days after the company unveiled Superman, a humanoid platform faster than Usain Bolt over 100 meters." - Robotico @roboticomarket Hangzhou-based @UnitreeRobotics surged 629% on its Shanghai debut, opening at $163 against an IPO price of $22.34 before settling around $123. The listing comes two days after the company unveiled Superman, a humanoid platform faster than Usain Bolt over 100…
9:57 PM ET
Unitree Robotics
9:57 PM ETUnitree Robotics
Unitree Robotics surges 629% to US$66 billion valuation in Shanghai share debut | South China Morning Post
Edition: International SUBSCRIBE Get unlimited access to the SCMP HIGHLIGHTS Donald Trump’s China policy\\ NEW US-China relations Hong Kong economy News Hong Kong China Economy Asia World Sport This Week in Asia US Elections Business & Tech Business Tech Opinion Latest Lifestyle Lifestyle People & Culture Style PostMag K-pop Outdoor Cooking More + Video Talking Post SCMP Films Infographics Pictures Podcasts SCMP Series Explained SCMP Spotlight Newsletters Special Reports Games Topics US-China relations Artificial intelligence (AI) Donald Trump’s China policy SpaceX Fifa World Cup 2026 Nvidia…
8:00 PM ET
Unitree
8:00 PM ETUnitree
China's backflipping robot maker Unitree pops in Shanghai debut
Unitree Robotics listed on Shanghai STAR Market Aug 19, 2026. IPO raised about 6.1 billion yuan (~$905M per CNBC). First-day close cited at 460%+ above offer price.
8:33 AM ET
Unitree
8:33 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 robotics leader Unitree. Jul 30, 2026 8:33 AM EDT By Siddharth Munjal News Writer, Men's Journal 0 Add us on Photo by Gabriele Malaspina on Unsplash Photo by Gabriele Malaspina on Unsplash Washington made a big move this week: the Trump administration is banning imports of new Chinese humanoid and quadruped robots, plus new Chinese power inverters, including…
8:00 PM ET
Agility Robotics / CCXI
8:00 PM ETAgility Robotics / CCXI
Agility / CCXI confidential S-4 submission
July 14, 2026: confidential draft Form S-4 submitted to SEC.
8:00 PM ET
Agility Robotics
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.
1:00 AM ET
ALAMI Labs
1:00 AM ETALAMI Labs
Yann LeCun's AMI Labs raises $1.03B to build world models | 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 ababababababababababababcdcdcdcdcdcdcdcdcdcdcdcd efefefefefefefefefefefefghghghghghghghghghghghgh ijijijijijijijijijijijijklklklklklklklklklklklkl Skip to content Image Credits: Ruhani Kaur/Bloomberg via Getty Images / Getty Images AI Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link Yann LeCun’s AMI Labs raises $1.03B to build world models…
1:00 AM ET
ALAMI Labs
1:00 AM ETALAMI Labs
Yann LeCun's AMI Labs raises $1.03B to build world models | 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 ababababababababababababcdcdcdcdcdcdcdcdcdcdcdcd efefefefefefefefefefefefghghghghghghghghghghghgh ijijijijijijijijijijijijklklklklklklklklklklklkl Skip to content Image Credits: Ruhani Kaur/Bloomberg via Getty Images / Getty Images AI Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link Yann LeCun’s AMI Labs raises $1.03B to build world models…
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DRDiligent Robotics
—DRDiligent Robotics
RoboBrief: Daily Robotics News, Humanoid Robots & AI Automation
Daily robotics intelligence The global robotics briefing desk Your daily robotics intelligence briefing — US, China, India & beyond. Breaking news, analysis, and insights on the global robotics revolution. - 🇺🇸United States - 🇨🇳China - 🇮🇳India - 🇯🇵Japan - 🇩🇪Germany Subscribe Free Read the briefings→ Browse topics Briefings323Briefings CadenceDailyCadence CoverageGlobalCoverage Lead briefing All briefings → Two Humanoid Robots Just Played a Full 11-Point Table Tennis Match \\ \\ HKU and KAI's SMASH 2.0 demonstration matters because table tennis forces robots to combine perception,…
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Unitree74Figure40SoftBank36Agility351X Technologies30Nvidia26Tesla26OpenAI15AGIBOTofficial12Apptronik12XPeng12boston-dynamics11Hugging Face9Fcc8Google DeepMind7Hyundai7UBTech7Skild AI6Amazon5CXMT5Gravis Robotics5Samsung5Tencent5Alibaba4DeepSeek4IDG Capital4Nscale4SpaceX4Veeda AI4XPeng Robotics4宇树科技4a16z3Axis Robotics3BMW3Callosum3Deep Robotics3dollars3Fourier3Galbot3Gaorong Ventures3GXO3humanoid robots3LimX Dynamics3Physical Intelligence3Shanghai3SK hynix3Thinking Machines Lab3tokens processed3UnitreeRobotics3YMTC3Zhipu31X Robotics22077 Ventures2ABB2Aglaé Lab2AI chip inference cluster2Alpha Intelligence Capital2AMI Labs2Artémis2Association Familiale Mulliez2Binance2Bpifrance Digital Venture2BYD2CCXI2Chery Automobile2company valuation2Dyna Robotics2Fremont2GE Appliances2Generalist2Goldman Sachs2Groupe Industriel Marcel Dassault2Harmonic Drive2Hyundai Motor Group2IPO proceeds2IPO valuation2Khosla Ventures2Leaderdrive2LG2Lingyi iTech2Mercado Libre2META2MRVL2Nabla2napkin production2ndrc2Net Profit2New Legacy Ventures2Nox Metals2opening price2Publicis Groupe2Qatar Investment Authority2Radical Ventures2Salesforce2SBVA2Schaeffler2Schaeffler Group2Sea2Shein2Standard Bots2Temasek2Toyota2Toyota Ventures2UnitreeRobotics IPO2valuation2video uploads2weekly active contributors2X Square Robot2XPeng Motors2ZEBOX Ventures2アスター2燈2秋田県横手市21X acquisition12025 humanoid shipments14iG170,000-sq.-ft.-manufacturing-facility1a16z Machine Age Fund.1AAOI1acquisition valuation1actuation cost1Agibot's performance in the World Humanoid Robot Games.1agilityrobotics1AI and humanoid revenue1AiMOGA Robotics1Alibaba Group1Alloy Robotics1AMD1AMD Ventures1AMI Labs funding1Amount raised by AMI Labs in funding.1AMZN1Andreessen Horowitz1Andreessen Horowitz fifth growth fund1Anduril1Ant1Anthropic1Antioch1app downloads1Aramco1Asimov1assembly time1AT&T Ventures1Atlas deployment target for 2028.1AUKI1austin,-texas1Avala1average per-step success1B Capital1BABA1BABA funding for AI.1barstow,-texas1Bedrock1Beijing Humanoid Robot Innovation Center1BlackRock1BMW Spartanburg1bmw-spartanburg1botq1Bronze medals won by Agibot.1california-mega-factory1Cardinal Group1CareIT1Catalyst Brands1Cerebras1Changan1chemistry1Chery AiMOGA1China National Petroleum1China orders1China Southern Power Grid1China Telecom1china’s-ministry-of-industry-and-information-technology1chinese-regulators1Churchill Capital XI1Citic Securities1cleared transactions in 20251Closing stock price on debut1Cloudflare1commitment to data and compute for the next 12 months1committed orders1committee-on-foreign-investment-in-the-united-states-(cfius)1contracted orders1Cost of the GR-1 humanoid1cost of the humanoid robot1Cruise1cumulative funding1cumulative quadrupeds1current humanoid BOM1current share price1Cursor1Cursor valuation1CXMT's fundraising in Shanghai.1CXMT's IPO performance1CXMT's stock performance on debut.1d-Matrix1Datadog1Decart1Decart valuation1DeepgramAI1Delivery timeline for a data center.1detroit1Dexmate1dextrous hands cost1Diligent Robotics1Din Tai Fung1DiscoLoopAI1DISCOVER Robotics1Dobot1doe1Dogotix1domestic AI chip inference cluster1DoorDash1Drones owned by the Pentagon1dual-arm payload1Dynamo Ventures1early capital1Eccentric Machines1Eptolink1Equinor1estimated revenue in 20261EU's AI strategy related to chip supply.1Exor Seeds1external funding round1FaradayFuture's investment1fiftyyears1Figure_robot1Figure_robot's commitment to data and compute1Flash1Forbes July BYD fleet claim1Forge private tape Aug 311FORT Robotics1Foxglove1full-size humanoid units1full-size humanoids revenue1full-year projections1Funding raised by XPeng Robotics.1GAC1Gaorong1Geely Qiantang1General Motors1Generalist AI1Genesis AI1georgia1glen-cove1Global rollout target by 2029-2030.1global shipments1global shipments of humanoid robots1GMI1Gold medals won by Agibot.1GoldmanSachs1GOOG1Gritt1GrubMarket1guangxi-regional-government1hangzhou1hangzhou-yushu-technology1Hayward capacity1HBM prices.1Hecto1Hexagon Robotics1Highest stock price on debut1HK+Shanghai IPO proceeds YTD 20261hkex1hmgma-georgia-plant1hong-kong1HongShan1Huawei1Humanoid1humanoid robot startups1Humanoid robots procurement1humanoid shipment1Hyundai Glovis1Hyundai Metaplant America1Hyundai Mobis1Hyundai's robot plant capacity1implied bid, talks ongoing1Index uploads1industrial robots installed in China1industrial robots installed in the US1inference cost reduction1initial public offering (IPO) boom across Chinese stock markets1Initial stock price1Innolight1insider check1investment in Veeda1investment opportunity1Investor Interest1IPO price1IPO pricing1IRON1J.P. Morgan1Japan orders1Japan's postal service1JD Corporate1John Deere1kia-georgia-plant1lackawanna-energy-center1Lattice Semiconductor1Leju1Leju Robotics1LG Innotek1Li Auto1LITE1louisville-appliance-park1lowest stock price1Lowest stock price after debut1Madison Air1majority-stake talks valuation1MarathonMP1market share of Chinese firms in humanoids.1market size for Autonomous AI1market value drop1Max tasks available per day during the campaign.1mechanical integration of motors in robotic hands1Meituan1memory manufacturer capacity1Mentee acquisition1Mentee Robotics1Mercedes-Benz1Mercedes-Benz Group1MercedesBenz1Micron1MIIT1MIIT/SASAC commercial-use goal1Milk Road PRO1ministry-of-science-and-ict1Mitsubishi Electric1Mobileye1Moderna1Monthly production capacity for XPeng IRON.1Moonshot AI1Morgan Stanley1MorganStanley1Motherboard Labs1MP Materials1nat gas turbine production1National Council for Social Security Fund1national-development-and-reform-commission1NBIS1Nebius1NEO1NEO Factory Hayward1NEO price1NeoSigma1NEURA1NEURA Robotics1NEURA valuation1new technical hires as part of union agreement1Niron Magnetics1non-full-size humanoid units1Noom1Norbert Health1North America orders1NotionHQ1Nscale IPO.1NSF1NSF award1Nucleus1Number of downloads of the Index platform.1opening jump1OpenRouter1OpenRouter valuation1operational stock of industrial robots in China1operational stock of industrial robots in the US1Orders for NEO1OUST1outsetcap1Overseas Sales1Owkin1Parkway Venture Capital1Parkway Venture Capital ranking1PaXini1PaXini claimed run, unverified1PaXini March round USD equivalent as cited1payments made through Index1payouts1Peak61PEAQ1pennsylvania-governor-josh-shapiro1percentage drop in shares1percentage increase in revenue1performance requirements for humanoid robotic hands1Personal investment by XPENG founder and co-president1Pink Robotics1PokeBot1Pollen Robotics1portsmouth-site1pre-orders1price1prior raise ask1private-market mark1Qiming VC1Red Cat Holdings1REK1Renault1retail demand1Rivian1robofab1RoboFab annual capacity1RoboFab Salem1RoboStrategy, Inc.1robot production capacity1robot production in China1robot-park1Robotera1robots shipped last year1SAIC1Samsung Electro Mechanics1San Carlos1Saronic1SASAC1sensing cost1Seres1Series A funding1Serve Robotics1shanghai-stock-exchange1Sharpa Robotics1Shield AI1Silver medals won by Agibot.1SKF1SKHY Indiana packaging plant.1Skydio1south-korea-ministry-of-planning-and-budget1SpaceX IPO funding1spartanburg1SPCX1STAR YTD proceeds1star-market1Starlink1Starlink Mobile expansion1structure cost1Sungrow1Suzhou Leader Harmonious Drive Systems Co., Ltd.1targeted public raise1taylor,-texas1technia1teleoperation hours1Tencent Global1Tencent Holdings1Top vendor positions in global humanoid shipments.1Total campaign rewards1Total capital raised1Total humanoid shipments from China in H1 2026.1total humanoids sold worldwide in 2025.1total memory SAM per unit1Total number of videos collected by Index.1total paid out1total payment1Total points per reward cycle.1Total points reserved for Binance Keyless Wallet users.1Total robotic systems procurement1total robots shipped1Toyota Motor Manufacturing Canada1transaction valuation1TRON 21u.s.-federal-communications-commission1Uber1UBTECH Robotics1unit price for humanoid robots1units sold1UT Austin1VAC1valuation of 1X1Valuation of XPENG's robotics business.1Veeda1vercel1videos uploaded1wafer1Wafer's funding announcement.1Wandercraft1Wayve1weekly active users1weight handled by humanoid robots in manufacturing.1Wing_VC1Wonik Robotics1X-Humanoid1xAI1Xiaomi1Xinhua production claim 20261xmaquina1XPeng robotics funding1Xpeng robotics post-money1Xpeng robotics unit raise1XPENG_Global1XPENG_Global Robotics1XPENG_Global's funding1XPENG's funding.1XPENG's robotics funding1Xpeng’s robotics unit raised1Yangtze OF1ycombinator1yuan first-day high1yuan midday market value1yuan Monday low1Zhipu's AI path1ZiNovaLabs1三菱電機1出資1国家发展改革委1宇树科技 market value.1宇树科技 share price on August 241宇树科技（Unitree Robotics)1市值缩水1燈がアスターに出資する計画1
Thinking Machines Lab$1billion“Thinking Machines Lab is in talks to raise $1 billion at a $40 billion pre-money valuation, according to The Information.”@stretchcloud on X
Thinking Machines Lab$1billion“Thinking Machines Lab is in talks to raise $1 billion at a $40 billion pre-money valuation, according to The Information.”@stretchcloud on X
Hugging Face$12,900,000,000“Nvidia just agreed to acquire Hugging Face for $12,900,000,000”@joinautopilot on X
Figure$0“While its easy to see that Nvidia has invested more money into Figure and come to the conclusion that they have a higher conviction level in Figure over Agility.”@CrossedOffCap on X
XPENG_Global Robotics$900M“@XPENG_Global Robotics raised $ 900M+.”@Biti8888 on X
Unitree$33billion“Unitree lost about $33 billion in market value in just 11 trading days.”@techniahqrobot on X
GE Appliances$1B“GE Appliances just announced a $1B investment that will turn its Louisville Appliance Park into the largest home-appliance factory in America.”@Newsforce on X
global shipments22,000 units“Global shipments surpassed 22,000 units in H1 2026—nearly 300% year-over-year growth.”@engineeredarts_ on X
full-year projections50,000 units“Full-year projections now exceed 50,000.”@engineeredarts_ on X
Tesla Optimus V3 mass production1,000,000 units“Tesla Optimus V3 has entered mass production with a target of 1 million units annually.”@engineeredarts_ on X
XPeng robotics funding$900million“XPeng's robotics arm closed over $900 million in Series A funding.”@engineeredarts_ on 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
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
pre-orders10,000 units“It received over 10,000 orders within the first week, according to 1X, but no robots have yet been delivered to customers.”@pstAsiatech on X
humanoids shipped by Figure1,000 units“has already shipped 1,000+ humanoids.”@Astra1Byte on X
Agibot's performance in the World Humanoid Robot Games.46 units“Agibot finished #1 in both golds and total medals, with 18 gold, 16 silver and 12 bronze, 46 medals altogether.”@ruima on X
Gold medals won by Agibot.18 units“Agibot finished #1 in both golds and total medals, with 18 gold, 16 silver and 12 bronze, 46 medals altogether.”@ruima on X
Silver medals won by Agibot.16 units“Agibot finished #1 in both golds and total medals, with 18 gold, 16 silver and 12 bronze, 46 medals altogether.”@ruima on X
Bronze medals won by Agibot.12 units“Agibot finished #1 in both golds and total medals, with 18 gold, 16 silver and 12 bronze, 46 medals altogether.”@ruima on X
Cost of the GR-1 humanoid$125,000“Shanghai-based Fourier Intelligence deployed their $125,000 GR-1 humanoid onto public transit to assist an elderly citizen.”@rich_odinn on X
total memory SAM per unit$250“we see a SAM range of between $250-$350 for DRAM and $350-$450 for NAND, for a total memory SAM of between $600-$800 or more per unit.”@ParadisLabs on X
market value drop$21,880,000,000“wiping roughly 218.8 billion yuan off its peak market value.”@jiemian_news on X
current share price$83.2“trading at 559.11 yuan (US$83.2) by the midday close”@jiemian_news on X
percentage drop in shares49 units“down about 49% from the 1,100 yuan opening price”@jiemian_news on X
IPO pricing$150.8“Unitree Robotics opened around 1,100 yuan after pricing its Shanghai STAR Market IPO at 150.80 yuan.”@tom_dallimore on X
opening jump600 units“That’s a >600% jump at the open for a humanoid-robot maker known for robots that dance, run and backflip.”@tom_dallimore on X
retail demand8,000 units“Retail demand reportedly reaching 5,500–8,000x is another.”@tom_dallimore on X
teleoperation hours100000 hrs“Skild says the equivalent training data took to collect.”@Robot_AIsignals on X
average per-step success66 units“Skild reports 66% average per-step success on unseen tasks against 9% for a language-prompted baseline, once pre-training reaches 100,000 hours (company claim, internal evaluation).”@Robot_AIsignals on X
Index uploads16,000,000 units“Index has taken 16 million uploads from 108 countries,”@Robot_AIsignals on X
weekly active contributors44,000 units“carries 44,000+ weekly active contributors”@Robot_AIsignals on X
payments made through Index$15M“has paid out $15M — with over $1B committed to data and compute across the next twelve months (company claims).”@Robot_AIsignals on X
BABA funding for AI.$10.2B“$BABA selling $10.2B of stock to fund AI.”@ParadisLabs on X
a16z Machine Age Fund.$1.1B“a16z launched $1.1B Machine Age Fund for chips, memory, networking, data centres, cooling, robotics and edge.”@ParadisLabs on X
Nscale IPO.3 units“Nscale (backed by $NVDA) targeting up to $3B in US IPO soon.”@ParadisLabs on X
HBM prices.50 hrs“HBM contract prices maybe +50% or more in 2027 on the back of the $NVDA server hike = memory makers keep printing earnings.”@ParadisLabs on X
SKHY Indiana packaging plant.458 units“$458M CHIPS funding done.”@ParadisLabs on X
Initial stock price$150.8“发行价 150.8 元。首日盘中冲到 1100 元,收盘 845 元,涨幅 460%。”@Michaelzsguo on X
Highest stock price on debut$1,100“首日盘中冲到 1100 元,收盘 845 元,涨幅 460%。”@Michaelzsguo on X
Closing stock price on debut$845“首日盘中冲到 1100 元,收盘 845 元,涨幅 460%。”@Michaelzsguo on X
Lowest stock price after debut$585“8 月 28 日跌到 585 元,比首日最高点跌了近一半。”@Michaelzsguo on X
1X acquisition$6billion“SoftBank is set to acquire humanoid robot developer 1X, valued at approximately $6 billion, in a deal backed by OpenAI.”@dsoajh on X
1X$6billion“valuing the OpenAI-backed startup at about $6 billion”@theinformation on X
Unitree Robotics$150.8“IPO'd at 150.80 yuan, peaked +629% (~6B), ~219x earnings.”@InsanelyQurious on X
XPENG_Global's funding$900M“@XPENG_Global’s robotics unit raised $900M+ at a $6.3B valuation, the largest private embodied-AI round in China.”@continuumlabs_ on X
Figure_robot's commitment to data and compute$1B“@Figure_robot launched Index, its global robot-training data pipeline, and committed $1B+ to data and compute over the next 12 months.”@continuumlabs_ on X
FaradayFuture's investment$5B“@FaradayFuture launched its “EAI Robotics Made in USA” plan with $5B U.S. investment over 10 years and a robot factory by year-end.”@continuumlabs_ on X
Hyundai's robot plant capacity30,000 units“Hyundai outlined a U.S. robot plant with 30,000-unit annual capacity from 2028, plus Atlas on HMGMA lines.”@continuumlabs_ on X
Digit's real-world operation hours65000 hrs“@agilityrobotics said Digit is live at 9 customer sites with 65,000+ hours of real-world operation.”@continuumlabs_ on X
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
XPENG's robotics funding$900million“Its robotics business just raised more than $900 million, reaching a post-money valuation above $6.3 billion.”@techniahqrobot on X
Personal investment by XPENG founder and co-president$100million“XPENG founder He Xiaopeng and co-president Brian Gu also invested roughly $100 million personally.”@techniahqrobot on X
humanoid robots14,400 units“China cranked out 14,400 humanoid robots in 2025, about 85% worldwide, yet actual paying customers barely exist.”@fuelmeupcc on X
unit price for humanoid robots$8k“Startups already dumping units near $8k.”@fuelmeupcc on X
mechanical integration of motors in robotic hands0 units“Compact frameless motors can be integrated directly into dexterous robotic hands to drive finger and joint movement while keeping the mechanism extremely compact.”@techniahqrobot on X
performance requirements for humanoid robotic hands0 units“For humanoid robots, hand performance will depend heavily on this kind of engineering high torque, precise control and more actuators packed into very limited space.”@techniahqrobot on X
robot production in China10,000 units“Output tops 10,000 units in 2025 but a robot that needs a researcher steering its wrist isn't replacing a warehouse worker.”@fuelmeupcc on X
stated dollar/currency figure$6billion“umanoid robotics company 1X at a valuation around $6 billion, focusing on residential applications.”@myusedrobot on X
stated dollar/currency figure$6billion“bot maker 1X Technologies at a valuation of about $6 billion. https://www.theinformation.com/articles/softbank”@notreload_ai on X
dual-arm payload50 units“The robot is built for industrial scenarios that need wheeled mobility and up to 50kg of dual-arm payload.”@TheHumanoidHub on X
acquisition valuation$6B“SoftBank is reportedly in talks to acquire a majority stake in @1x_tech at a $6B valuation.”@Biti8888 on X
SoftBank's valuation of humanoid robots.$6B“$6B for 1X implies SoftBank is pricing humanoid robots on AI-adjacent multiples, not on any demonstrated unit economics.”@noboonchain on X
Hugging Face's robotic product offering.$399“Hugging Face ships a $399 duck you can actually train tonight.”@ricci_nov on X
Atlas deployment target for 2028.30,000 units“U.S. annual production capacity target: 30,000 units.”@StragglerLiu on X
Global rollout target by 2029-2030.25,000 units“Target: 25,000+ Atlases deployed.”@StragglerLiu on X
XPENG's funding.900 units“On August 24, 2026, announced its robotics business raised over $900M at a post-money valuation of over $6.3B.”@StragglerLiu on X
Tesla's production estimate.16,800 units“2026 total production estimated at 20,000-30,000 units.”@StragglerLiu on X
SoftBank's investment in 1X$6BILLION“@SoftBank is in talks to buy a majority stake in @OpenAI-backed humanoid robot startup 1X at a $6 BILLION valuation.”@thetechstartups on X
Valuation of XPENG's robotics business.$6.3billion“at a valuation of over $6.3 billion.”@CyberRobooo on X
Agility Robotics$300million“We have over $300 million of booked orders.”@ValueInIdeas on X
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
valuation$6,000,000,000“SoftBank is in talks to acquire a majority stake in OpenAI-backed humanoid robot maker 1X, per The Information.”@wallstengine on X
funding$1B“1X previously tried to raise $1B at a $10B valuation but raised less than half that target.”@wallstengine on X
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
Milk Road PRO$60,000“Oh I bought. I am making BANK. Got some spacex, sndk, nebius, etc. Milk Road pro is worth every penny. Have made over 60k in the last week.”Milk Road PRO
IPO valuation$904M“Raise about $904M at a $9B IPO valuation.”@0_x_Bender on X
humanoid shipment5,500 units“5,500+ humanoids shipped.”@0_x_Bender on X
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
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
opening price$1,100“opened on the Shanghai Stock Exchange at 1,100 yuan per share.”@aniru4h on X
humanoid robots sold by Unitree in 2025.5,500 units“China’s success is down to “a combination of policy support, public investment, mature supply chain, and advancements made in AI software and hardware,” Lian Jye Su, a tech analyst at consultancy firm Omdia, told Rest of World.”Unitree Claims New Humanoid Robot Outruns Usain Bolt
total humanoids sold worldwide in 2025.13,000 units“Unitree alone shipping 5,500 of the 13,000 to 18,000 humanoids sold worldwide in 2025, the most of any manufacturer.”Unitree Claims New Humanoid Robot Outruns Usain Bolt
Back-end packaging equipment providers for dicing, thermo-compression bonding, and automated optical inspection capture structural pricing power as AI accelerators demand dense 2.5D and 3D silicon integration. https://t.co/hNEAmZld8p
11:18 PM ET
@smsehy
11:18 PM ET@smsehy
@smsehy on X
Expanding dedicated advanced packaging hubs underscores that backend assembly and testing have become equal partners to wafer lithography in delivering next-generation AI compute clusters. https://t.co/l8xuymi71s
11:12 PM ET
Figure
11:12 PM ETFigure
@CapitalSqueez on X
$CCXI So this $3.5B–$6B of locked compute deal with Nscsle is bigger than Figure’s last cash raised round. That usually means a new round at a higher print than $39B is coming soon. Figure needs to raise the cash, higher valuation. Agility is the public proxy at ~$2.5B. If Figure marks up, the whole industry gets marked up too. @agilityrobotics @HumanoidInvest @slinkyhammer @SCSQ2022 @valueInIdeas @chris_j_paxton
7:00 PM ET
OPOpenAI
7:00 PM ETOPOpenAI
@SemiAnalysis_ on X
OPENAI<>NVIDIA: It is clearly a good idea for OpenAI to start an ASIC program, spend hundreds of millions on R&D, present at Hot Chips, deploy some stuff, scare NVIDIA, and get some more money and backstops from NVIDIA on the order of billions of dollars. If Jalapeno does well at scale, OpenAI will increase its revenue per MW. If Jalapeno doesn't do well, they will still get a lot of financing and backstops from NVIDIA, as Jalapeno is scaring NVIDIA. @sama wins even if their chip loses.
5:32 PM ET
Figure
5:32 PM ETFigure
@adcock_brett on X
I’ll be honest with you; Figure is going all-in https://t.co/bBeNlaxZN7
5:27 PM ET
TMThinking Machines Lab
5:27 PM ETTMThinking Machines Lab
@stretchcloud on X
The AI lab valuation compression is happening.Thinking Machines Lab is in talks to raise $1 billion at a $40 billion pre-money valuation, according to The Information. That's down from $50 billion they explored late last year. Mira Murati founded the lab after leaving OpenAI. They've released one model: Inkling, in July 2026.The compression signal matters. Twelve months ago, a fresh frontier lab started by someone who ran OpenAI could reasonably command $50B+ on pre-product. The market is repricing. What changed: GPT-6 Astra launched today and saturated most existing benchmarks. xAI sits at…
4:43 PM ET
SASamsung
4:43 PM ETSASamsung
@MelvinInvests on X
Samsung is the most underrated AI memory stock in the market right now, and let me explain why (Save this). This chart shows global HBM market share by revenue from Q2 2025 through Q2 2026. Samsung gained 12 percentage points in a single quarter, rising from 21% to 33%, while SK hynix fell from 58% to 50% and that compressed the gap between them from 37 points to 17 points in just three months. The driver is the transition from HBM3E to HBM4 because Counterpoint notes that most HBM revenue today still comes from HBM3E, but HBM4 volumes should become far more visible in the second half of 2026…
4:33 PM ET
Agility
4:33 PM ETAgility
@CrossedOffCap on X
I appreciate one of the most respected, thorough, and balanced investor voices of $CCXI / @agilityrobotics taking a look at my Deep Dive into Agility's equity backers @jinseongeo83473 He's very smart, if you are currently invested in or thinking about investing into $CCXI you should give him a follow (although you probably are already)
1:33 PM ET
Nvidia
$NVDA
1:33 PM ETNvidia
@CKCapitalxx on X
$SPCX at $110 was such a good buy looking back. The reason was literally one sentence from the earnings call. Musk said they'd end 2026 with over 2 gigawatts of compute and reach 10 gigawatts by the end of 2027. Built exclusively with Nvidia chips. Ten gigawatts. Most of the neocloud names people obsess over are fighting to get to one. And the stock was sitting at $110 because everyone was focused on the lockup, the Starship timeline, and Morgan Stanley pointing out that at those prices the market was assigning zero or negative value to the entire AI business. That was the setup. A trillion…
12:47 PM ET
Figure
12:47 PM ETFigure
@TheHumanoidHub on X
Training general-purpose humanoids will need unprecedented compute capacity, and Figure is stacking the chips. Figure, with cloud partner Nscale, is deploying up to 100,000 NVIDIA Vera Rubin GPUs. It's committing $3.5 billion initially, with plans to scale to $6+ billion. Deployment starts in the second half of 2027, at a data center in Barstow, Texas. https://t.co/e5kGL4HCxp
12:36 PM ET
Nvidia
$NVDA
12:36 PM ETNvidia
@tchsignal on X
Nvidia’s $12.9B Hugging Face Deal Raises a Bigger Question About Open AI Nvidia has agreed to acquire Hugging Face in a deal valued at about $12.93 billion, but the transaction has not closed yet. It is expected to complete in the first half of 2027, subject to regulatory approvals and other closing conditions. The bigger issue is what Nvidia ownership could mean for an AI platform used by more than 18 million developers, researchers and creators, with over 3 million models, 500,000 datasets and 1 million applications. Nvidia says Hugging Face will remain an open platform. Developers will not…
12:06 PM ET
Nvidia
$NVDA
12:06 PM ETNvidia
@TheHumanoidHub on X
Nvidia is now a humanoid robot designer. That's the real takeaway from this news. Nvidia is acquiring Hugging Face for $12.93B. Hugging Face is the largest open-model and dataset hub, the "GitHub of AI," with 3M+ models and 18M+ developers, robotics included. But here's the interesting part: Hugging Face has a serious robotics team from its acquisition of Pollen Robotics, which designs and builds open-source hardware platforms for robots, including humanoids (Reachy). Pollen team now gets the backing of the world's most valuable company. $NVDA
12:00 PM ET
Nvidia
$NVDA
12:00 PM ETNvidia
@joinautopilot on X
Big Buy Alert: Someone just invested $648K into Actively Managed > $185,000,000+ AUM > $648,695 just deposited > Up over 100% on $MU and $AMD > Portfolio up 46% YTD $NVDA is the portfolio's largest holding at 12.61% And Nvidia just agreed to acquire Hugging Face for $12,900,000,000 Full portfolio by @InTheMoneyAdam in the replies
11:31 AM ET
Figure
11:31 AM ETFigure
@VaderResearch on X
Robotic intelligence is following the LLM playbook. First came scaling laws. Then in-context learning. Now, massive compute. Figure just signed a $3.5B deal with Nscale. https://t.co/t3urkZULIi
11:31 AM ET
Figure
11:31 AM ETFigure
@humanoidsdaily on X
Figure is making one of the largest infrastructure bets in physical AI to date. The company is partnering with Nscale to deploy up to 100,000 GPUs on NVIDIA's next-gen Vera Rubin platform—starting with a $3.5B compute commitment and plans to scale past $6B. Here’s why it matters 🧵👇 https://t.co/T3vkcqLwUh
11:31 AM ET
Agility Robotics
11:31 AM ETAgility Robotics
@CrossedOffCap on X
https://t.co/xMZn046ppA I wrote about $CCXI / @agilityrobotics's investors. Diving deeply into why these partnerships matter, what their humanoid strategy is, and what this means for these blue chip company's conviction level in Agility. These businesses include: ➡️ @amazon ➡️ @nvidia ➡️ @HonHai_Foxconn ➡️ @SoftBank ➡️ @SchaefflerGroup And more In my opinion, you can learn a lot about an unestablished company like Agility by looking at how other trusted companies engage with them. Overall, I came to the personal conclusion that the conviction level in Agility is generally pretty high across…
11:30 AM ET
OPOpenAI
11:30 AM ETOPOpenAI
@SemiAnalysis_ on X
Everyone is watching the federal/DOE-owned land at the center of the 8 GW Portsmouth site in the OpenAI–Nvidia deal. The March 2026 groundbreaking took place at the DOE’s Portsmouth Site, a former uranium-enrichment plant, and that’s where the attention has stayed. The federal component is real: the first batch of land leased in April is specifically designated for datacenter construction. (1/5)🧵
11:30 AM ET
Agility Robotics
11:30 AM ETAgility Robotics
@CrossedOffCap on X
https://t.co/xMZn046ppA I wrote about $CCXI / @agilityrobotics's investors. Diving deeply into why these partnerships matter, what their humanoid strategy is, and what this means for these blue chip company's conviction level in Agility. These businesses include: ➡️ @amazon ➡️ @nvidia ➡️ @HonHai_Foxconn ➡️ @SoftBank ➡️ @SchaefflerGroup And more In my opinion, you can learn a lot about an unestablished company like Agility by looking at how other trusted companies engage with them. Overall, I came to the personal conclusion that the conviction level in Agility is generally pretty high across…
11:30 AM ET
@Newsforce
11:30 AM ET@Newsforce
@Newsforce on X
‼️ WHAT JUST HAPPENED?! China’s Richest People Have One Problem Money Can’t Fix China has plenty of billionaires, but wealth doesn't automatically buy political power. The Communist Party remains firmly above the country's richest people, and Jack Ma found that out in 2020 after publicly criticising financial regulators. His company's planned IPO was halted, Alibaba was hit with a huge fine, and Ma largely disappeared from public view for months. Host: @paddyney
11:22 AM ET
Agility Robotics
11:22 AM ETAgility Robotics
@CrossedOffCap on X
When businesses like $CCXI / @agilityrobotics and @Figure_robot are in their early commercialization phase, looking at their strategic backers are is a helpful way to gauge their chances of long term success. While both of these businesses are backed by $NVDA, the question becomes who does NVIDIA like more? I talk about this in my new Deep Dive into Agility's investors: https://t.co/v0fNtjaUoO While its easy to see that Nvidia has invested more money into Figure and come to the conclusion that they have a higher conviction level in Figure over Agility. That may be the case. Another reason…
9:47 AM ET
MAMoonshot AI
9:47 AM ETMAMoonshot AI
@pstAsiatech on X
China’s Moonshot AI Confidentially Filed Hong Kong IPO If successful, the listing could become one of the largest IPOs in Hong Kong in recent years Huge..... https://t.co/hWzqe6871c via @WSJ
8:28 AM ET
WAWandercraft
8:28 AM ETWAWandercraft
@humanoidsdaily on X
French robotics maker Wandercraft is reportedly working with Goldman Sachs to raise €100M at a €750M pre-money valuation. With backing from Renault—which plans to deploy 350 Calvin humanoids by late 2027—Europe’s industrial robotics funding race is ramping up. Read more: https://t.co/OBkW12QvC2
6:15 AM ET
SPSpaceX
6:15 AM ETSPSpaceX
@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 target launch and satellite deployment date. Every previous Starship flight, including July's successful Flight 13 splashdown, has followed a suborbital path that reenters within the same hour it launches. This time, the roughly 20 Starlink V3 satellites onboard could actually separate into operational orbit if the insertion succeeds, each capable of about 1…
2:21 AM ET
UNUnitreeRobotics
2:21 AM ETUNUnitreeRobotics
@Biti8888 on X
August was a huge month for Physical AI. @UnitreeRobotics reached the public markets. @Figure_robot scaled its global data network with Index. @XPENG_Global Robotics raised $ 900M+. @AGIBOTofficial dominated the World Humanoid Robot Games. And @xmaquina expanded its robotics portfolio with an allocation into ATOMS, founded by Uber co-founder Travis Kalanick. Public markets, billion-dollar funding rounds, data infrastructure and real-world robot deployments are all accelerating at the same time. The robotics industry is entering a completely different stage.
10:06 PM ET
Unitree
10:06 PM ETUnitree
@ruima on X
Whatever you think of Unitree, you have to agree that at least the founder, Wang Xingxing, is not trying to add to the hype. The day after his IPO, he said that the ChatGPT moment for robotics hasn't come yet, and he thinks it's at least 2 to 3 years away, maybe as many as 5 to 10. He feels like a tipping point for robotics is if you can just use voice commands to tell it what to do and have it complete 80% of household tasks. This kind of reminds me of the physical Turing test @DrJimFan at Nvidia described: if you have a messy room and it comes back clean, and you don't know if a robot or a…
4:50 PM ET
Unitree
4:50 PM ETUnitree
@techniahqrobot on X
Unitree lost about $33 billion in market value in just 11 trading days. The stock opened at ¥1,100 on August 19 and closed at ¥546.02 on September 2, down roughly 50% from its first-day peak. Meanwhile, H1 2026 revenue reached ¥1.152B, up 48.5% YoY, with ¥274M in net profit. A brutal reset in valuation while the underlying business is still growing.
4:24 PM ET
GAGE Appliances
4:24 PM ETGAGE Appliances
@Newsforce on X
🇺🇸GE Appliances just announced a $1B investment that will turn its Louisville Appliance Park into the largest home-appliance factory in America. Dryer production is moving from Mexico to Kentucky while refrigeration stays in Alabama and Tennessee, and the company says there will be no layoffs during the switch. Union leaders called it a win for American manufacturing jobs. https://t.co/gylLs7LZXI
2:57 PM ET
@logical_traderr
2:57 PM ET@logical_traderr
@logical_traderr on X
A very good article on OSAT business (Outsourced Semiconductor Assembly and Test) is on the way for you folks. Been working on it, and honestly, I'm quite excited to share it with you all. Hopefully, I'll have it out soon. :)
8:15 AM ET
Unitree
8:15 AM ETUnitree
@engineeredarts_ on X
2026: The year humanoid robotics went mainstream. Global shipments surpassed 22,000 units in H1 2026—nearly 300% year-over-year growth. Full-year projections now exceed 50,000. Tesla Optimus V3 has entered mass production with a target of 1 million units annually. Unitree became the first humanoid robotics IPO. XPeng's robotics arm closed over $900 million in Series A funding. Chinese regulators launched a nationwide initiative to deploy robots in real-world scenarios—factories, warehouses, schools, hospitals. Yet for all the shipment numbers, funding rounds, and policy headlines, one word is…
7:31 AM ET
SPSpaceX
7:31 AM ETSPSpaceX
DogeDesigner on X: "BREAKING: SpaceX and 4iG sign a first-of-its-kind European partnership to expand @Starlink Mobile across four countries.
The agreements were signed in Bastrop, Texas, by 4iG CEO Gellért Jászai and SpaceX President and COO Gwynne Shotwell.
• Starlink Mobile will first launch in… / X
Post Log in Sign up Post DogeDesigner on X: "BREAKING: SpaceX and 4iG sign a first-of-its-kind European partnership to expand @Starlink Mobile across four countries. The agreements were signed in Bastrop, Texas, by 4iG CEO Gellért Jászai and SpaceX President and COO Gwynne Shotwell. • Starlink Mobile will first launch in Hungary and Albania with apps and messaging, connecting people in remote areas • It connects directly to LTE-compatible phones without dedicated satellite equipment • Next-generation Starlink Mobile V2 will expand to Montenegro and North Macedonia, delivering high-speed…
7:11 AM ET
LELeaderdrive
7:11 AM ETLELeaderdrive
Leaderdrive Approves Hong Kong H-Share Plan, but HKEX Filing Is Not Yet Verified - Humanoid Analytics
Close Menu - Companies - Company Tracker - Deployment Tracker - Funding Tracker - Deployments - Technology - Funding - Markets - Our Services X (Twitter) Mastodon LinkedIn Switch to Dark Design - easier on eyes.Switch to Light Design. Search Switch to Dark Design - easier on eyes.Switch to Light Design. Search Funding Leaderdrive Approves Hong Kong H-Share Plan, but HKEX Filing Is Not Yet Verified The STAR Market harmonic-reducer supplier is pursuing an A+H capital platform as overseas sales remain small but substantially higher-margin than its domestic business. By Humanoid…
4:00 AM ET
Unitree Robotics
4:00 AM ETUnitree Robotics
XMAQUINA on X: "Humanoid Digest: August
Another humanoid company made its public market debut this month, while the World Humanoid Robot Games in Beijing delivered another successful showcase for the industry.
Here’s what happened 🧵" / X
Post Log in Sign up Post XMAQUINA on X: "Humanoid Digest: August Another humanoid company made its public market debut this month, while the World Humanoid Robot Games in Beijing delivered another successful showcase for the industry. Here’s what happened 🧵" - XMAQUINA @xmaquina Humanoid Digest: August Another humanoid company made its public market debut this month, while the World Humanoid Robot Games in Beijing delivered another successful showcase for the industry. Here’s what happened 🧵 View media 4:00 AM · Sep 2, 20262.3KViews 5 8 74 3 - XMAQUINA @xmaquina 9h 1/ Unitree reached the…
10:31 PM ET
ZIZiNovaLabs
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…
9:58 PM ET
Unitree
9:58 PM ETUnitree
The Investing Group on X: "Unitree's IPO is sparking debate. Is it a robotics revolution or a speculative bubble fueled by high valuations and government ties? The future of AI in China is complex. #Robotics #AI #ChinaTech" / X
Post Log in Sign up Post The Investing Group on X: "Unitree's IPO is sparking debate. Is it a robotics revolution or a speculative bubble fueled by high valuations and government ties? The future of AI in China is complex. \#Robotics \#AI \#ChinaTech" - The Investing Group @TIGChicago Unitree's IPO is sparking debate. Is it a robotics revolution or a speculative bubble fueled by high valuations and government ties? The future of AI in China is complex. #Robotics #AI #ChinaTech 00:00 View media 9:58 PM · Sep 1, 20267Views Reply
9:13 PM ET
HDHarmonic Drive
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…
8:29 PM ET
AHAndreessen Horowitz
8:29 PM ETAHAndreessen Horowitz
AquaForge_X on X: "Andreessen Horowitz expanded its fifth growth fund to $8.5B, adding $1.75B since January's $6.75B close. The raise lands days after a16z's new $1.1B "Machine Age" fund targeting AI hardware, chips, memory, data centers and robotics." / X
Post Log in Sign up Post AquaForge\X on X: "Andreessen Horowitz expanded its fifth growth fund to $8.5B, adding $1.75B since January's $6.75B close. The raise lands days after a16z's new $1.1B "Machine Age" fund targeting AI hardware, chips, memory, data centers and robotics." - AquaForge\X @Aquaforge\X Andreessen Horowitz expanded its fifth growth fund to $8.5B, adding $1.75B since January's $6.75B close. The raise lands days after a16z's new $1.1B "Machine Age" fund targeting AI hardware, chips, memory, data centers and robotics. View media 8:29 PM · Sep 1, 202614Views Reply
8:08 PM ET
Tesla
$TSLA
8:08 PM ETTesla
Van Emmerick Kris on X: "🇺🇸Elon Musk openly shares his thoughts on Tesla's future valuation: "I agree with Ark Invest and Cathie Wood that autonomy, robotic taxis, makes Tesla about a $5 trillion company.The Optimus robot, I think, makes Tesla a $25 trillion company." / X
Post Log in Sign up Post Van Emmerick Kris on X: "🇺🇸Elon Musk openly shares his thoughts on Tesla's future valuation: "I agree with Ark Invest and Cathie Wood that autonomy, robotic taxis, makes Tesla about a $5 trillion company.The Optimus robot, I think, makes Tesla a $25 trillion company." - Van Emmerick Kris @VanEmmerickKris 🇺🇸Elon Musk openly shares his thoughts on Tesla's future valuation: "I agree with Ark Invest and Cathie Wood that autonomy, robotic taxis, makes Tesla about a $5 trillion company.The Optimus robot, I think, makes Tesla a $25 trillion company. 00:00 View media 8:08…
8:00 PM ET
NHNorbert Health
8:00 PM ETNHNorbert Health
Norbert Health Raises US$14 Million Series A for Autonomous Robotic Nursing Assistants
Norbert Health, a Brooklyn-based company that turns robotic hardware into autonomous nursing assistants, raised a US$14 million Series A announced September 1, 2026. The round was led by William A. Marino with Cardinal Group, with participation from Exor Seeds and CareIT, and an angel roster that includes Datadog co-founders Alexis Le-Quoc and Olivier Pomel, Noom co-founder and executive chairman Saeju Jeong, and Owkin chief executive Thomas Clozel. The financing brings total capital raised to US$19 million. The company, led by co-founder and chief executive Alexandre Winter, sells a control…
7:48 PM ET
@gdubon007
7:48 PM ET@gdubon007
@gdubon007 on X
An artificial intelligence and robotics frenzy is fueling an initial public offering (IPO) boom across Chinese stock markets, culminating in a combined $54 billion raised in 2026. This surge in domestic and parallel listings in Shanghai and Hong Kong comes as the e-commerce #News
4:34 PM ET
PVParkway Venture Capital
4:34 PM ETPVParkway Venture Capital
Brett Adcock on X: "Congrats to Parkway Venture Capital for #1 on the emerging VC ranking!
Parkway was the first to back Figure and has been a great partner" / X
Post Log in Sign up Post Brett Adcock on X: "Congrats to Parkway Venture Capital for \#1 on the emerging VC ranking! Parkway was the first to back Figure and has been a great partner" - Brett Adcock @adcock\brett Congrats to Parkway Venture Capital for #1 on the emerging VC ranking! Parkway was the first to back Figure and has been a great partner View media View media 4:34 PM · Sep 1, 202628.9KViews 11 16 266 32 - Shane Neman @shaneneman 20h Congrats! Great job! Reply 4 558 - Sammy @1samdavid 20h Cheers Reply 2 439 - Srinivas Avula @SrinivasAv5s 4h Congratulations Parkway Venture Capital😊…
3:36 PM ET
Unitree
3:36 PM ETUnitree
@HumanoidsHQ on X
Stats time! Humanoid robot startups raised $8.6B this year. Almost none of them ship robots. The company shipping 44% of the world's humanoids is worth a fraction of the one still running pilots. Here's the humanoid money board, valuation vs what actually shipped: 1. Unitree. ~$53B market cap. $235M revenue in 2025, sells humanoids from $5,900. IPO popped roughly 460% in August. 2. Figure. $39B. A BMW pilot that has handled 90,000+ parts. 3. Skild AI. $14B+. Software only. No robot. 4. 1X Technologies. ~$10B reported. 10,000 preorders for its home robot in 5 days. 5. NEURA Robotics. ~$7B.…
12:54 PM ET
Agility
12:54 PM ETAgility
Job Post | Agility
Skip to Content Job Application for Senior Systems Engineer at Agility Robotics Back to jobs Senior Systems Engineer Hybrid- Fremont, CA Apply Agility’s commercially deployed humanoids operate alongside teams in warehouses, manufacturing facilities, and distribution centers—tackling physically demanding and repetitive tasks while enabling workers to focus on higher-value work. With industry-leading safety standards and years of proven deployment data, we're pioneering a new era of automation that enhances human potential. About Agility Robotics Agility Robotics is at the forefront of…
12:00 PM ET
WAwafer
12:00 PM ETWAwafer
wafer on X: "We’re excited to announce that we’ve raised a $40M Series A!
co-led by @MarathonMP and @chemistry, with participation from @Wing_VC, @AMD Ventures, @outsetcap, @fiftyyears, and @ycombinator, and our existing investors doubling down on @wafer_ai. we are also joined by an incredible lis… / X
Post Log in Sign up Post wafer on X: "We’re excited to announce that we’ve raised a $40M Series A! co-led by @MarathonMP and @chemistry, with participation from @Wing\VC, @AMD Ventures, @outsetcap, @fiftyyears, and @ycombinator, and our existing investors doubling down on @wafer\ai. we are also joined by an incredible list of angels, including @JeffDean (CEO, @DiscoLoopAI), @rauchg (CEO, @vercel), @andyfang (CTO, @DoorDash), @kvogt (CEO, Bot), @akothari (COO, @NotionHQ), @eastdakota (CEO, @Cloudflare), @deepgramscott (CEO, @DeepgramAI), and more! Most inference optimization today is manual,…
12:08 AM ET
Unitree
12:08 AM ETUnitree
@OptionKing666 on X
Unitree’s IPO raised RMB 6bn and closed its first day up 460% at an RMB 237bn market value; 48% of proceeds is allocated to robot-model R&D. The asymmetry is clear: funding for capability expansion is already abundant, while the return on that spend remains unproven through a full cycle. Validation requires brain R&D to monetize into the FactSet-estimated revenue ramp from RMB 2.9bn in 2026E to RMB 4.9bn in 2027E. A miss would falsify the capital-efficiency case; the main risk is multiple compression from Unitree’s 80x/48x 2026E/2027E P/S before monetization catches up.
11:02 PM ET
Figure AI
11:02 PM ETFigure AI
@investingvc on X
Figure AI has never let its shares trade. Unitree just listed, and the market repriced it 460% higher on day one. The Chinese maker shipped 5,500 humanoids in 2025 and turned a profit. Figure's $39B is a private mark from September 2025. Only one of these numbers moves daily. Follow InvestingVC. #Unitree #Robotics #HumanoidRobots #StartupFunding
9:40 PM ET
ZHZhipu
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
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 ET
ZHZhipu
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 ET
ZHZhipu
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
8:53 PM ET
boston-dynamics
8:53 PM ETboston-dynamics
@SemiAnalysis_ on X
Cerebras is great, & the people at Cerebras are great & lovely! But since NVIDIA showed off their LPX's amazing perf at Hot Chips & OpenAI Jalapeno performance was released, Cerebras folks have been massively cope-tweeting on Twitter. They should focus on continuously improving their software stack & execution instead of cope-tweeting.
TradingView (Aug 31, 2026, 18:14 GMT-4): Weekly recap of SoftBank Group (9984) 'negotiating a roughly $6B implied bid for humanoid-robotics firm 1X Technologies'; talks ongoing and terms may change. Cites Reuters. Same item also notes SB Energy IPO chatter and SoftBank asking Moody's to stop unsolicited ratings. Confirms the 1X majority-talk number is still live on Aug 31, not a signed SPA.
5:21 PM ET
CXCXMT
5:21 PM ETCXCXMT
@pstAsiatech on X
The Unitree frenzy and the NDRC comments may mean that regulators will slow the rate of IPOs in this sector. This will not likely slow IPOs in more established industries such as semiconductors, where DRAM memory leader CXMT has had a blockbuster IPO, has seen a massive increase in sales, and NAND leader YMTC will follow with a public offering soon. Here the demand is clear, and both companies will plow IPO proceeds into massive new capex investments to expand capacity to meet demand.
5:21 PM ET
Unitree
5:21 PM ETUnitree
@pstAsiatech on X
Interpretation: In the wake of the market euphoria around the Unitree IPO, which shot up 460% and then came a bit back down to earth, the NDRC is saying, hold on, we need real use cases here, even as we support building out a complete suppy chain for humanoid robotics, aka "embodied intelligence." Other Chinese humanoid robotics companies are lining up for IPOs, including Agibot. Beijing regulators face the challenge of wanting to encourage strategic industries while avoiding a market frenzy of the Unitree type.
5:21 PM ET
@pstAsiatech
5:21 PM ET@pstAsiatech
国家发改委：加速具身智能在制造、医疗等领域真实场景中落地应用_财经上下游_澎湃新闻-The Paper
🚨 $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 ET
Unitree
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.
2:39 PM ET
1X
2:39 PM ET1X
@pstAsiatech on X
ICYMI SoftBank in Talks to Buy Majority Stake in Humanoid Maker 1X at $6 Billion Valuation In October, 1X began taking $20,000 pre-orders for its svelte robot, Neo, for delivery in 2026. It received over 10,000 orders within the first week, according to 1X, but no robots have yet been delivered to customers. https://t.co/mYL7X2PfJy
2:33 PM ET
Figure
2:33 PM ETFigure
@Astra1Byte on X
Four years ago, Figure didn’t have a robot. Today it’s valued at $39B and has already shipped 1,000+ humanoids. CEO Brett Adcock says the real advantage isn’t the AI it’s that hardware, models, and manufacturing all sit under one roof, one campus, no outsourcing. Robots already deployed at BMW. Production line running. The question nobody’s asking loud enough: when the entire stack brain, body, and factory belongs to one company, how fast can this actually scale once the failure rate drops?
2:33 PM ET
Tesla
$TSLA
2:33 PM ETTesla
@RussellQuantum: In the last 7 days, multiple posts highlighted that Tesla dismantled its Model S and Model X production lines at Fremont to free up…
In the last 7 days, multiple posts highlighted that Tesla dismantled its Model S and Model X production lines at Fremont to free up space for Optimus assembly. The conversion reportedly took just 46 days, and the new lines are expected to support 1 million robots annually once fully operational (with public sales targeted around 2027). Initial output is described as extremely slow.
1:09 PM ET
ASAsimov
1:09 PM ETASAsimov
The Humanoid Hub on X: "Asimov 1 has begun first shipments.
The DIY kit is aimed at developers, researchers and hobbyists who want an affordable humanoid platform.
Total assembly time is estimated at around 20 hours. Price: $20k." / X
Post Log in Sign up Post The Humanoid Hub on X: "Asimov 1 has begun first shipments. The DIY kit is aimed at developers, researchers and hobbyists who want an affordable humanoid platform. Total assembly time is estimated at around 20 hours. Price: $20k." - The Humanoid Hub @TheHumanoidHub Asimov 1 has begun first shipments. The DIY kit is aimed at developers, researchers and hobbyists who want an affordable humanoid platform. Total assembly time is estimated at around 20 hours. Price: $20k. 00:00 View media Asimov @asimovinc Aug 31 Today we shipped the first Asimov 1 robots. Less than a year…
I think the Unitree IPO was obviously overhyped (well, except to whoever bought it at $60B). It’s down to a more manageable ~$30B now, which is still extremely pricey. I wonder what this means for the eventual trading of @AGIBOTofficial, which should be next in line for an IPO. (If the volatility is extreme or the growth disappoints, I think the IPO will be delayed, frankly.) Unlike Unitree, which has major gaps, particularly in software, Agibot was conceived from the beginning as a full-stack robotics company. And despite deliberately not specializing, it has been surprisingly strong across…
12:41 PM ET
TEtechnia
12:41 PM ETTEtechnia
@techniahqrobot on X
Humanoid robotics has its own language. Here are 30 acronyms you will see constantly API = Application Programming Interface BC = Behavior Cloning CoM = Center of Mass CoP = Center of Pressure DoF = Degrees of Freedom DRL = Deep Reinforcement Learning F/T = Force/Torque FK = Forward Kinematics GRF = Ground Reaction Force HIL = Hardware-in-the-Loop HRC = Human-Robot Collaboration HRI = Human-Robot Interaction IK = Inverse Kinematics IL = Imitation Learning IMU = Inertial Measurement Unit LiDAR = Light Detection and Ranging LLM = Large Language Model MPC = Model Predictive Control RGB-D = RGB +…
12:05 PM ET
Fourier Intelligence
12:05 PM ETFourier Intelligence
@rich_odinn on X
SoftBank dropped $200,000,000 on this company - and this 15-second interaction proves why Shanghai-based Fourier Intelligence deployed their $125,000 GR-1 humanoid onto public transit to assist an elderly citizen. This isn't CGI, it's live physical AI targeting a massive eldercare crisis. 3 high-octane truths behind this clip: Sub-Gram Force Feedback: Supporting a fragile arm without injury requires real-time tactile compliance, recalculating grip pressure millions of times per second. SoftBank & Aramco Backed: Fourier raised over $200M to build autonomous care-bots before global birth rates…
11:42 AM ET
Agility Robotics
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.
11:32 AM ET
@frontrunvc
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…
China AI IPO boom: Unitree Shanghai debut +460%, then >40% off peak
AP/Fortune (Aug 31, 2026, 10:12 AM ET): Unitree, a leading Chinese humanoid maker, listed in Shanghai in August; shares rose 460% on day one. As of Friday, Unitree's share price had fallen more than 40% from its peak on debut day. Analyst Ruiying Zhao (S&P Global Market Intelligence) said the IPO boom is powered by investor appetite for AI and robotics. HK+Shanghai IPO proceeds >$54B YTD 2026 vs >$46B all of last year (LSEG).
10:00 AM ET
Unitree Robotics
10:00 AM ETUnitree Robotics
Unitree Robotics stock soars 460% in Shanghai IPO debut
Oops, something went wrong Skip to navigation Skip to main content Skip to right column Unitree Robotics stock soars 460% in Shanghai IPO debut Unitree Robotics stock soars 460% in Shanghai IPO debut·Quartz·NurPhoto / Getty Images Cris Tolomia August 19, 20262 min read - 688836.SS \\ -4.39% - 0700.HK \\ -0.72% - TSLA \\ -0.35% - 005380.KS \\ -5.62% Unitree Robotics stock closed 460% above its IPO price on Wednesday, finishing at 845 yuan after the humanoid robot maker's first session on Shanghai's STAR Market, having briefly surged nearly 630% before pulling back. The closing price values…
10:00 AM ET
https://www.facebook.com/48576411181
10:00 AM EThttps://www.facebook.com/48576411181
Europe’s AI Drive Outpaces a Fragile Chip Supply Chain - IEEE Spectrum
IEEE.org IEEE Xplore IEEE Standards IEEE Job Site More Sites Sign In Join IEEE Return to homepage The E.U.’s AI Drive Undermines Its Own Chip Strategy Share FOR THE TECHNOLOGY INSIDER Search: Explore 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 Telecommunications Transportation Sections Features News Opinion…
10:00 AM ET
https://www.facebook.com/48576411181
10:00 AM EThttps://www.facebook.com/48576411181
Europe’s AI Drive Outpaces a Fragile Chip Supply Chain - IEEE Spectrum
IEEE.org IEEE Xplore IEEE Standards IEEE Job Site More Sites Sign In Join IEEE Return to homepage The E.U.’s AI Drive Undermines Its Own Chip Strategy Share FOR THE TECHNOLOGY INSIDER Search: Explore 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 Telecommunications Transportation Sections Features News Opinion…
9:53 AM ET
SoftBank
$SFTBY
9:53 AM ETSoftBank
SoftBank in talks for majority stake in humanoid maker 1X at $6bn… | Newnex
Back to feed Public Preview SoftBank in talks for majority stake in humanoid maker 1X at $6bn valuation Team S ·2 days ago SoftBank is in talks to acquire a majority stake in humanoid robotics company 1X Technologies at a $6 billion valuation. 1X had been seeking a $10 billion valuation less than a year ago. The company was founded as Halodi Robotics, developing actuators and full-body control Members only Sign in to read the full post Newnex — Venture Capital Syndication and Co-Investment For Institutional Investors. Create free account Sign in SoftBank in talks for majority stake in…
9:25 AM ET
VAVeeda AI
9:25 AM ETVAVeeda AI
Veeda AI Raises $90M Seed to Build "The Matrix" for Physical AI - WOWTALE
Skip to content - AI - · - Funding - · - Robotics Veeda AI Raises $90M Seed to Build “The Matrix” for Physical AI 8/31/2026 ・ 버섯돌이(Taehyun Kim) Training a robot to master a new motion takes thousands of trial-and-error attempts. The trouble is doing that training in the real world at all — robotic hardware doesn’t scale like compute, a single bad move can cause real physical harm, and real-world experience can’t be compressed or run in parallel. A startup betting it can solve that bottleneck with simulation just closed one of the largest seed rounds a Canadian company has ever raised.…
9:25 AM ET
VAVeeda AI
9:25 AM ETVAVeeda AI
Veeda AI Raises $90M Seed to Build "The Matrix" for Physical AI - WOWTALE
Skip to content - AI - · - Funding - · - Robotics Veeda AI Raises $90M Seed to Build “The Matrix” for Physical AI 8/31/2026 ・ 버섯돌이(Taehyun Kim) Training a robot to master a new motion takes thousands of trial-and-error attempts. The trouble is doing that training in the real world at all — robotic hardware doesn’t scale like compute, a single bad move can cause real physical harm, and real-world experience can’t be compressed or run in parallel. A startup betting it can solve that bottleneck with simulation just closed one of the largest seed rounds a Canadian company has ever raised.…
9:06 AM ET
1X
9:06 AM ET1X
1X SoftBank recap: majority talks at ~$6B vs prior $10B ask; NEO Hayward 10k/yr
Startup Fortune (Aug 31, 2026, 9:06 AM ET): Recap of The Information Aug 27 report that SoftBank is in talks for a majority stake in OpenAI-backed 1X Technologies at about a $6 billion valuation. Piece says 1X tried last fall to raise $1 billion at a $10 billion valuation and raised less than half that target. NEO preorders opened Oct 28, 2025 at $20,000 outright or $499/month with a $200 deposit; company said first-year production capacity of 10,000 robots was booked out in five days. Cites 1X Apr 30 announcement: NEO Factory in Hayward, California started full-scale production; 58,000 square feet; more than 200 people; designed for 10,000 NEO units/year at first, targeting more than 100,000 annually by end-2027 plus a San Carlos facility. Notes SoftBank agreed Oct 2025 to buy ABB robotics for $5.375 billion (expected close mid-to-late 2026) and invested $200 million 'this month' in Gravis Robotics. OpenAI Startup Fund led a $23.5 million round in 1X in 2023. Talks, not a closed deal. No new delivered-unit count.
8:29 AM ET
XMXPeng Motors
8:29 AM ETXMXPeng Motors
@PANONYGroup on X
#Robotics #HumanoidRobots #PhysicalAI The humanoid robotics business of @XPengMotors has signed equity financing agreements to raise more than $900 million at a post-money valuation exceeding $6.3 billion, marking the largest single-round private financing in China’s embodied AI sector. The round was led by @IDGCapital, with participation from Gaorong Ventures and strategic backing from @TencentGlobal and @AlibabaGroup. General-purpose robotics company @SharpaRobotics has raised more than RMB 4.5 billion, or approximately $670 million, at a post-money valuation of RMB 22 billion, or about…
8:24 AM ET
Figure
8:24 AM ETFigure
Biti8 on X: "Four years ago, @Figure_robot didn’t even have a robot.
Today, it’s valued at $39B, has built 1,000+ humanoids, deployed robots at BMW, built its own AI models, manufacturing infrastructure and a global data collection network.
What impresses me most is the speed.
Figure isn’t build… / X
Post Log in Sign up Post Biti8 on X: "Four years ago, @Figure\robot didn’t even have a robot. Today, it’s valued at $39B, has built 1,000+ humanoids, deployed robots at BMW, built its own AI models, manufacturing infrastructure and a global data collection network. What impresses me most is the speed. Figure isn’t building just a robot. It’s building the entire stack at the same time: hardware, AI, data, factories and real-world deployments. And now Figure 04 is already on the way. Four years later, much of the humanoid industry is being measured against what @adcock\brett and the Figure team…
8:15 AM ET
Tesla
$TSLA
8:15 AM ETTesla
@HumanoidsHQ: Strong excitement around a potential product launch and its possible major impact on Tesla ($TSLA), with some predicting it could become…
Strong excitement around a potential product launch and its possible major impact on Tesla ($TSLA), with some predicting it could become the top humanoid in America.
8:02 AM ET
Agility Robotics
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.…
7:30 AM ET
SHSHEIN
7:30 AM ETSHSHEIN
@CoinCoachSignal on X
CHINA’S AI BOOM IS STARTING TO LOOK LIKE AN IPO BOOM TOO. SHEIN IS HEADING FOR A $1.7B HONG KONG LISTING, WHILE MEMORY CHIPMAKER CXMT RAISED $8.6B IN SHANGHAI AND JUMPED 466% ON DEBUT. ADD HUMANOID ROBOT MAKER UNITREE TO THE MIX. THIS ISN’T JUST ABOUT AI STOCKS. CHINA IS BUILDING A CAPITAL MARKET AROUND THE AI HARDWARE SUPPLY CHAIN.
6:30 AM ET
CAChery Automobile
6:30 AM ETCAChery Automobile
The humanoid robot sector continues to have a breakout year (HUMN:BATS) | Seeking Alpha
Chery Automobile ( CRAUY) is preparing for a potential standalone IPO of its AiMOGA Robotics subsidiary that could give investors another public market route to invest in China's fast-growing humanoid robot sector. The company is discussing several possible listing venues, but it Know What's Moving Markets—Before the Bell Get early insights, stock movers, and expert takeaways delivered daily. Subscribe to Morning Briefing. Sign Up Quick Insights - ### What investment opportunity does AiMOGA's potential IPO present for investors interested in China's humanoid robot sector? AiMOGA's standalone…
6:09 AM ET
GSGoldman Sachs
6:09 AM ETGSGoldman Sachs
@ParadisLabs on X
Goldman Sachs: Humanoids and memory Memory is expected to be up to 40% of semiconductor dollar content for humanoid robots (excluding GPU/CPUs). Goldman Sachs: Although content can vary, we assume an average system (DRAM) memory of about 128GB for a single humanoid unit, with a non-volatile (NAND) memory of about 1TB. Based on an assumed system memory of 128GB and a non-volatile memory capacity of approximately 1TB, we see a SAM range of between $250-$350 for DRAM and $350-$450 for NAND, for a total memory SAM of between $600-$800 or more per unit. Given the significant edge compute workloads…
5:22 AM ET
Unitree Robotics
5:22 AM ETUnitree Robotics
@jiemian_news on X
📉Unitree Robotics shares have nearly halved from their opening price on their blockbuster IPO debut. The Chinese robotics maker fell to a fresh low on Monday, trading at 559.11 yuan (US$83.2) by the midday close, down 4.43%. Its shares are now down about 49% from the 1,100 yuan opening price on August 19, wiping roughly 218.8 billion yuan off its peak market value. #Unitree #Robotics #IPO
5:05 AM ET
ARAxis Robotics
5:05 AM ETARAxis Robotics
@GabrielnSpace on X
i thought community robot data would hit diminishing returns fast but Axis Dataset V1 just made that take look stupid @axisrobotics pushed π0.5 from 83.9% to 88.8% on LIBERO Plus, and performance kept climbing as training data scaled from 25% to 100% with no obvious saturation 3m trajectories later the crowd is starting to look less like users and more like a distributed robotics lab #PhysicalAI
4:17 AM ET
Unitree Robotics
4:17 AM ETUnitree Robotics
@tom_dallimore on X
Unitree Robotics opened around 1,100 yuan after pricing its Shanghai STAR Market IPO at 150.80 yuan. That’s a >600% jump at the open for a humanoid-robot maker known for robots that dance, run and backflip. The engineering is one story. Retail demand reportedly reaching 5,500–8,000x is another.
4:00 AM ET
Figure
4:00 AM ETFigure
How Figure Became the Biggest Name in Robotics | XMAQUINA DAO
Genesis Auction Wave 2! Launches June 24 Get DEUS homeDAO Portal How Figure Became the Biggest Name in Robotics Color theme: Four years, three generations of humanoids, a $39 billion valuation and now one of the largest physical AI data engines ever built. .png) August 27, 2026 Category: Physical AI Read time: 9 minutes Share This: Four years ago, Figure didn’t have a robot. Today, the company is valued at $39 billion, has built more than 1,000 humanoids, has robots working inside BMW, is preparing deployments with another major US retailer, and has developed its own AI models, manufacturing…
Humanoid Press - Humanoid News - Humanoid Daily - News Archives - Humanoid TV - History Board - AI News - 2026 - Top 10 Artificial Intelligence - About AI - About AGI - Workshop - Operation Instructions - Humanoid & AI Safety - Quantum Robotics - Database - Supplier Directory - CubeMars - Shopping Guide - HPS Leadership - HPS Field Test Audit Checklist - Top 10 Humanoid Company 2026 - Top 10 Humanoid What Each Does Best 2026 - Partnerships - Interview - Opinion - Magazine - About - Copyright Notice - Cookie Policy - Disclaimer - AI & Automation - Licensing & Attribution Policy - Terms of Use…
2:53 AM ET
XPXPeng
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…
2:50 AM ET
URUBTECH Robotics
2:50 AM ETURUBTECH Robotics
UBTECH Reports 104% Revenue Surge in H1 2026 as Full-Size Humanoids Drive Growth | Humanoids Daily
Search articles Key Takeaways Show all - UBTECH Robotics reported first-half 2026 revenue of RMB 1.27 billion (approximately $188.8 million), marking a 104.1% year-over-year increase. - Revenue from full-size embodied AI humanoid robots surged 1,445% year-over-year to RMB 590 million ($87.8 million), representing 46.5% of total company revenue. - The company delivered 921 full-size humanoid units and 15,202 non-full-size units in H1 2026, totaling 16,123 robots shipped across its portfolio. - Net losses narrowed by over 20% to RMB 339 million ($50.4 million), supported by an overall gross…
2:24 AM ET
宇R宇树科技（Unitree Robotics)
2:24 AM ET宇R宇树科技（Unitree Robotics)
𝕏. ALLIN 𝕏. on X: "宇树科技（Unitree Robotics) 正式“腰斩”！
8月31日，宇树科技跌超2%开盘，盘中一度跌至555.8元/股，较上市首日（8月19日）最高价1100元/股已经“腰斩”，市值蒸发超2000亿元。" / X
Post Log in Sign up Post 𝕏. ALLIN 𝕏. on X: "宇树科技（Unitree Robotics) 正式“腰斩”！ 8月31日，宇树科技跌超2%开盘，盘中一度跌至555.8元/股，较上市首日（8月19日）最高价1100元/股已经“腰斩”，市值蒸发超2000亿元。" - 𝕏. ALLIN 𝕏. @benzhou327 宇树科技（Unitree Robotics) 正式“腰斩”！ 8月31日，宇树科技跌超2%开盘，盘中一度跌至555.8元/股，较上市首日（8月19日）最高价1100元/股已经“腰斩”，市值蒸发超2000亿元。 View media 2:24 AM · Aug 31, 20261.3KViews 23 31 - Helen 🇺🇸👉PASS THE SAVE ACT @helen\maga99 Aug 31 100比较合理。 我想不通Spacx 才130美金， 宇树1100人民币， 如果说没有人做的我是不信的。技术含量低太多了 3 9 285 - $Knight 𐤊 KRC-20 (Don Quixote) @greenKnight\kas Aug 31 太高了，可以再来个腰斩 Reply 2 21 - Figure kaspa @Figure\Kaspa Aug 31 价格回归应该是多少？ Reply 2 24…
10:54 PM ET
https://x.com/HumanoidsHQ
10:54 PM EThttps://x.com/HumanoidsHQ
Humanoid Intelligence on X: "Optimus is on track to become the ultimate “everything” robot." / X
Post Log in Sign up Post Humanoid Intelligence on X: "Optimus is on track to become the ultimate “everything” robot." - Humanoid Intelligence @HumanoidsHQ Optimus is on track to become the ultimate “everything” robot. 00:00 View media 10:54 PM · Aug 30, 20266.7KViews 22 31 312 16 - Tech. Lovers Community @Thedreamer89987 Aug 31 Optimus AI is Banger 🔥 View media 1 1 1 72 - Nidhi Goyal @NidhiGoyal86 Aug 31 Looks great Reply 1 29
10:49 PM ET
Unitree
10:49 PM ETUnitree
@fezakessy_176 on X
The Daily Fix: China fires up it's IPO machine as Anthropic reportedly waits in the wings The IPO scene cranks up today, with humanoid robitics powerhouse Unitree set to list on the STAR Market, with pre-market trading building from 11:15AEST and full trade from 11:30 AEST. Our
9:02 PM ET
Apptronik
9:02 PM ETApptronik
@serraotweets on X
@conorsen The startup scene here is going supernova after the latest Saronic and Apptronik rounds. It’s very different than last time - lot of deep tech, defense, hardware etc. It will be interesting to see how all that SpaceX ipo money gets recycled into the local scene
8:00 PM ET
Apptronik
8:00 PM ETApptronik
Apptronik Forge tape Aug 31: $36.97 (-7.94%), $5B mark; $964.7M total funding
Forge Global Apptronik private-share page (Forge Price updated Aug 31, 2026): Forge Price $36.97, -$3.19 (-7.94%); Forge Price valuation $5B. Total funding listed $964.7M. Funding table: Series A-X1 02/11/2026 $441.21M at $36.97/share, $5B post-money; Series A-X2 02/11/2026 $78.79M at $36.97, $5B post-money; investors named AT&T Ventures, B Capital, Google, John Deere, Mercedes-Benz Group, Peak6, Qatar Investment Authority. Earlier Series A-1/A-2/A-3 03/18/2025 totaling about $415M at $1.78B post-money. Active-market widget timestamped 8/27/2026 2:33:46 PM EDT (3 bids, total bids $215.95K). News module still points at Robot Park coverage dated 06/30/2026 Forbes and 07/06/2026 Robotics & Automation News — those factory items are outside this window; the in-window fact is the Aug 31 private mark and listed capitalization, not a new Robot Park opening.
8:00 PM ET
Boston Dynamics
8:00 PM ETBoston Dynamics
Xpeng robotics unit: >$900M at >$6.3B; Iron mass production targeted end-2026
Vytautas Valinskas / Technology.org (Aug 31, 2026), largely recapping TechCrunch Aug 28: Xpeng robotics unit raised more than $900 million at post-money valuation above $6.3 billion (company: largest single private financing in China's embodied AI). IDG led; Gaorong; Tencent and Alibaba strategic. He Xiaopeng and Brian Gu invested ~$100M. Iron: 76 DoF body, 21 per hand, three Turing chips 2,250 TOPS combined; mass production expected end-2026, deliveries 2027. Chery AiMOGA reportedly preparing IPO. Hyundai plans Atlas at Georgia factory this year and parts sequencing by 2028; DeepMind partnership; US Robot Metaplant Application Center. Mobileye acquired Mentee Robotics earlier this year for $900 million. Piece notes Tesla has never published an Optimus production count.
8:00 PM ET
Unitree
8:00 PM ETUnitree
BYD opens car plants to PaXini robots; announced Monday after Aug 25 deal
Matilde Alves (31 Aug 2026): BYD and PaXini Tech (both Shenzhen) signed a strategic cooperation agreement Aug 25 and announced it Monday. PaXini will deploy production-focused robots inside BYD factories and use line data to train embodied AI. Financial terms and deployment timelines not disclosed. PaXini claimed Tora-One at Geely Qiantang ran eight continuous hours without a fault and 99.8% task success — figures not independently verified. March round: >1 billion yuan (~$148M) at valuation >10 billion yuan (~$1.48B). Bloomberg June: PaXini considering HK IPO. Forbes July cited: combined BYD humanoid fleet around 200 machines (UBTech Walker S1, Unitree logistics/inspection, in-house). Piece also notes late June BMW deployed Figure 03 at Spartanburg after a two-year trial.
8:00 PM ET
Unitree
8:00 PM ETUnitree
Unitree stock halved 12 days after Shanghai IPO
Trending on Weibo (31 Aug 2026), citing Qilu Evening News screens: Unitree Technology, described as China's first pure-play humanoid-robot stock, fell as low as 555.8 yuan on Monday vs 1,100 yuan first-day high on Aug 19 debut. By midday shares at 559.11 yuan, down 4.43%, valuing the company at 226.1 billion yuan and erasing about 219 billion yuan from the first-day peak (day-one MV cited as 444.9 billion yuan). Piece says ~70% of tradable shares were held by institutions allotted off-exchange, ~90% of that stake free to sell on day one. Says revenue today rests mostly on robot dogs, not mass humanoids.
7:11 PM ET
Skild AI
7:11 PM ETSkild AI
@Robot_AIsignals on X
Show it once. That is the entire instruction. In a post published in August, Skild AI introduced S1, a robotics foundation model prompted with a video demonstration in place of a written command. The company says the same frozen weights then performed four tasks absent from its pre-training — potting a plant, cooking pancakes, brewing pour-over coffee, assembling a kit. Skild builds Skild Brain, which it calls the first unified robotics foundation model to generalise across both tasks and robot hardware. It raised $1.4bn in January at a valuation the company puts above $14 billion (company…
4:24 PM ET
Tesla
$TSLA
4:24 PM ETTesla
@AIEquities on X
$CCXI valuation is being disrespected right now and I see asymmetry in the trade. Humanoid valuations (Aug 2026): Tesla Optimus — no standalone; Tesla ~$1.38T Figure AI — $39B Unitree — public, ~$33–37B NEURA — ~$7B Apptronik — ~$5.5B 1X — talks ~$6B (had sought ~$10B) XPeng robotics — >$6.3B Agility ( $CCXI ) — ~$2.1B Boston Dynamics — Hyundai-owned, ~$20B implied Figure leads private. Unitree is the public benchmark. Tesla is the scale wildcard. $NVDA $AMD $NBIS $MRVL $LITE $TSLA $SPCX $AAOI $CCXI $META $GOOG $AMZN
4:06 PM ET
Figure
4:06 PM ETFigure
@Robot_AIsignals on X
The robot industry's data shortage just became a gig job. On 25 August Figure launched Index, an app that pays people by the minute to film themselves doing ordinary household and workplace tasks. That footage trains Helix, the AI stack running its humanoid. Figure builds the Figure 03 humanoid and the Helix system inside it, and says its Series C exceeded $1B at a $39 billion post-money valuation (company claim). Figure says Index has taken 16 million uploads from 108 countries, ingests roughly 30 minutes of footage every second, carries 44,000+ weekly active contributors and has paid out…
2:32 PM ET
SoftBank
$SFTBY
2:32 PM ETSoftBank
Digita on X: "SoftBank wants to buy a majority stake in a robot that has never shipped to a single customer, and it's willing to value the company at $6 billion to do it.
The target is 1X Technologies, a Norwegian humanoid robotics company backed by OpenAI, known for its home robot Neo. Neo is" / X
Post Log in Sign up Post Digita on X: "SoftBank wants to buy a majority stake in a robot that has never shipped to a single customer, and it's willing to value the company at $6 billion to do it. The target is 1X Technologies, a Norwegian humanoid robotics company backed by OpenAI, known for its home robot Neo. Neo is" - Digita @digitaworld1 SoftBank wants to buy a majority stake in a robot that has never shipped to a single customer, and it's willing to value the company at $6 billion to do it. The target is 1X Technologies, a Norwegian humanoid robotics company backed by OpenAI, known for…
11:34 AM ET
Nvidia
$NVDA
11:34 AM ETNvidia
@ParadisLabs on X
Some AI/semis notes from the past week: -> $NVDA huge Q2 revenue and profit growth. 2027+ is more growth even under a bottlenecked environment. Nvidia GOAT company? -> $NBIS first cloud customer for $NVDA Groq 3 LPX inference rack which now entered full production = fuels ongoing narrative that Nebius are Nvidia's fav neocloud. -> SaaS is alive with $CRM proving all the "SaaSpocalypse" doomers wrong. Anthropic announced Claudeforce too = Salesforce / enterprise SaaS data too good. -> Anthropic S-1 coming anyday now. Jensen said investing in Anthropic/OAI is a "once-in-a-generation…
@theinformation SoftBank is set to acquire humanoid robot developer 1X, valued at approximately $6 billion, in a deal backed by OpenAI.
9:30 AM ET
SoftBank
$SFTBY
9:30 AM ETSoftBank
@theinformation on X
Exclusive: SoftBank could take control of humanoid robot developer 1X in a deal valuing the OpenAI-backed startup at about $6 billion. Full story: https://t.co/n5H4NSRY6d
9:01 AM ET
Unitree Robotics
9:01 AM ETUnitree Robotics
@InsanelyQurious on X
@UnitreeRobotics closed its Shanghai debut +460% — IPO'd at 150.80 yuan, peaked +629% (~6B), ~219x earnings. The robots didn't get better that day; the order pages didn't move. China priced the story, not the capability.
8:09 AM ET
HYHyundai
8:09 AM ETHYHyundai
@continuumlabs_ on X
From record humanoid funding to new data engines and factory-scale deployment plans, here’s what happened this week in Physical AI: 1️⃣ @XPENG_Global’s robotics unit raised $900M+ at a $6.3B valuation, the largest private embodied-AI round in China. IRON mass production is targeted by the end of 2026. 2️⃣ @Figure_robot launched Index, its global robot-training data pipeline, and committed $1B+ to data and compute over the next 12 months. 3️⃣ @FaradayFuture launched its “EAI Robotics Made in USA” plan with $5B U.S. investment over 10 years and a robot factory by year-end. 4️⃣ Hyundai outlined…
Startup Fortune (Aug 29, 2026, 9:38 PM): Citing Fortune, Unitree raised about $900 million on Shanghai STAR at a roughly $9 billion IPO valuation, then closed Aug 19 first day up more than 460%. Backers named: DeepSeek, Alibaba, Ant Group, Tencent. Citing Xinhua/prospectus: >5,500 humanoid robots shipped in 2025 (32.4% global share); cumulative quadruped shipments >33,000; H1 2026 revenue ~1.15 billion yuan, up 48.54% YoY. WSJ cited: Chinese companies ~90% of global humanoid shipments H1 2026. Trade press cited: UBTech Walker productivity 30-50% of a human on constrained jobs. MIIT/SASAC goal cited via Caixin: >10,000 humanoids in commercial use by end-2026. Xinhua July: official said China humanoid production expected to exceed 100,000 units this year.
6:18 PM ET
Tesla
$TSLA
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…
5:11 PM ET
@BillHughesDC
5:11 PM ET@BillHughesDC
Committee on Foreign Investment in the United States, Annual Report to Congress, Report Period: CY 2025
COMMITTEE ON FOREIGN INVESTMENT IN THE UNITED STATES ANNUAL REPORT TO CONGRESS Report Period: CY 2025 CFIUS – ANNUAL REPORT TO CONGRESS – CY 2025 This page is intentionally left blank. CFIUS – ANNUAL REPORT TO CONGRESS – CY 2025 CFIUS ANNUAL REPORT TO CONGRESS REPORT PERIOD: CY 2025 CFIUS – ANNUAL REPORT TO CONGRESS – CY 2025 This page is intentionally left blank. CFIUS – ANNUAL REPORT TO CONGRESS – CY 2025 TABLE OF CONTENTS MESSAGE FROM ASSISTANT SECRETARY OF THE TREASURY FOR INVESTMENT SECURITY CHRIS PILKERTON....... viii THE COMMITTEE ON FOREIGN INVESTMENT IN THE UNITED…
4:14 PM ET
SPSpaceX
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.
12:34 PM ET
XPXPENG
12:34 PM ETXPXPENG
@techniahqrobot on X
XPENG is putting serious money behind humanoid robotics. Its robotics business just raised more than $900 million, reaching a post-money valuation above $6.3 billion. The round was led by IDG Capital, with Tencent, Alibaba and Gaorong Ventures participating. XPENG founder He Xiaopeng and co-president Brian Gu also invested roughly $100 million personally. The capital will support the development of IRON XPENG’s human-sized humanoid along with robot hardware Physical AI models and training infrastructure. China’s humanoid race is getting much more expensive.
11:44 AM ET
Hugging Face
11:44 AM ETHugging Face
Space and Technology on X: "🚨 Hugging Face’s Microduck robot generated over $2.6 million in orders within 24 hours, creating a 4–6 month backlog for new orders." / X
Post Log in Sign up Post Space and Technology on X: "🚨 Hugging Face’s Microduck robot generated over $2.6 million in orders within 24 hours, creating a 4–6 month backlog for new orders." - Space and Technology @spaceandtech\ 🚨 Hugging Face’s Microduck robot generated over $2.6 million in orders within 24 hours, creating a 4–6 month backlog for new orders. View media View media 11:44 AM · Aug 29, 20261.4KViews 3 3 18 6 - Space and Technology @spaceandtech\ Aug 29 🔗: \\ \\ Hugging Face says its roller-skating robot duck scored $2.6 million in orders in 24 hours From businessinsider.com Reply…
10:31 AM ET
Unitree
10:31 AM ETUnitree
@Allstarsv16 on X
China’s humanoid-robot market is moving from hype to public-market speculation. Unitree surged more than 600% after its IPO, briefly reaching a valuation near $50B. Now the real question begins: can these companies turn impressive demonstrations into mass production and recurring revenue? $CCXI $OUST
10:23 AM ET
Unitree
10:23 AM ETUnitree
@Joieofvivre on X
Unitree just went public and popped 629% on debut. IPO priced at 150.8 yuan. Opened at 1,100. Valuation briefly crossed 400B yuan (~$55B). China's first humanoid robot maker hits public markets — and investors piled straight in. 🤖 #Unitree #Robotics
9:50 AM ET
Agility Robotics
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…
9:00 AM ET
Apptronik
9:00 AM ETApptronik
Retail Volts on X: "@Apptronik , the Austin based team behind the Apollo humanoid and backed by @MercedesBenz is one of the best-funded players in this race.
#HumanoidRobotics #Robotics #AI #Innovation #RetailVolts" / X
Post Log in Sign up Post Retail Volts on X: "@Apptronik , the Austin based team behind the Apollo humanoid and backed by @MercedesBenz is one of the best-funded players in this race. \#HumanoidRobotics \#Robotics \#AI \#Innovation \#RetailVolts" - Retail Volts @RetailVolts @Apptronik , the Austin based team behind the Apollo humanoid and backed by @MercedesBenz is one of the best-funded players in this race. #HumanoidRobotics #Robotics #AI #Innovation #RetailVolts 00:00 View media 9:00 AM · Aug 29, 2026346Views Reply Scan to get the app
6:01 AM ET
HYHyundai
6:01 AM ETHYHyundai
South Korea Commits KRW 2.3 Trillion to Build Full-Stack Humanoid Robotics Ecosystem by 2030 | Humanoids Daily
Search articles Key Takeaways Show all - Dedicated Humanoid Capital: South Korea is investing KRW 2.3 trillion ($1.66 billion) through 2030 to build an indigenous, full-stack humanoid robotics industry, backed by an additional KRW 2.8 trillion ($2.0 billion) for field verification. - Aggressive Localization Targets: The plan seeks to raise domestic localization of core humanoid components from 45% to 80%, transitioning legacy auto parts manufacturers into precision robotics suppliers. - State Procurement Pipeline: The government will purchase 1,080 humanoid robots and roughly 5,000 total…
3:30 AM ET
Nvidia
$NVDA
3:30 AM ETNvidia
@massimo_mazza on X
Silicon Valley is having its biggest shopping spree in history 🛒 💰 Nvidia buys Hugging Face for $12.9B 🤖 SoftBank circling humanoid maker 1X at $6B ⚡ Cursor at $60B, OpenRouter ~$8B, Decart $6B+ The pattern: nobody is buying revenue. They are buying distribution chokepoints, open-weight ecosystems and robot bodies before unit economics exist. When strategic buyers set the prices, cash flows stop being the scoreboard 🎯
3:26 AM ET
A1A16z
3:26 AM ETA1A16z
@VaderResearch on X
A16z just announced a $1.1bn fund to invest in US manufacturing & physical AI US must build its own hardware to compete with Chinese robotics. There is no way around. Having visited WRC, Robot Games and offices of robotics companies in China, I can personally attest that the gap is large but its not impossible to close it. You can buy small humanoids for as cheap as $3k in China. Maybe not useful for industrial tasks but good for r&d, universities and children. Price offered to overseas typically has a 100% premium. Great article by @randallmbriggs
2:08 AM ET
@fuelmeupcc
2:08 AM ET@fuelmeupcc
@fuelmeupcc on X
We've seen this movie before with solar and EVs. Pour in subsidies, factories overbuild, supply swamps demand, prices crater. China cranked out 14,400 humanoid robots in 2025, about 85% worldwide, yet actual paying customers barely exist. Startups already dumping units near $8k. Taxpayers cover the shortfall.
9:57 PM ET
@techniahqrobot
9:57 PM ET@techniahqrobot
@techniahqrobot on X
This is what’s hiding inside the next generation of robotic hands. Compact frameless motors can be integrated directly into dexterous robotic hands to drive finger and joint movement while keeping the mechanism extremely compact. For humanoid robots, hand performance will depend heavily on this kind of engineering high torque, precise control and more actuators packed into very limited space. Walking gets most of the attention. But dexterous hands may decide how useful humanoid robots actually become.
9:39 PM ET
Tesla
$TSLA
9:39 PM ETTesla
The All-In Podcast on X: "THE BESTIES ARE BACK! 🚨
-- China's Robot Olympics and the Optimus Future $TSLA
-- $NVDA and $CRM Rip on Big Earnings: Narrative Violations
-- Bessent vs. Druckenmiller: Yield Curve Suppression, Debt Spiral, How to Fix?
-- Druck's AI WSJ Op-Ed Controversy
-- CIA Chie… / X
Post Log in Sign up Post The All-In Podcast on X: "THE BESTIES ARE BACK! 🚨 \-\- China's Robot Olympics and the Optimus Future $TSLA \-\- $NVDA and $CRM Rip on Big Earnings: Narrative Violations \-\- Bessent vs. Druckenmiller: Yield Curve Suppression, Debt Spiral, How to Fix? \-\- Druck's AI WSJ Op-Ed Controversy \-\- CIA Chief Visits Moscow \-\- Science Corner: $MRNA Cancer Vaccine (0:00) Bestie intros: Recapping recent interviews and the state of American science (3:31) China's Robot Olympics, Optimus update, Grok Bot (9:05) Nvidia and Salesforce rip after big earnings: AI Capex Bubble and…
9:08 PM ET
https://x.com/GoingBallistic5
9:08 PM EThttps://x.com/GoingBallistic5
Humanoid Scott on X: "When Will a Humanoid Break the Decathlon World Record?
Here's why that question matters
1. The decathlon is the closest thing to a real fitness test for a humanoid body, 10 events, 1 machine, 0 swaps, which also compares to human performance
2. It demands nearly every hard … / X
Post Log in Sign up Post Humanoid Scott on X: "When Will a Humanoid Break the Decathlon World Record? Here's why that question matters 1\. The decathlon is the closest thing to a real fitness test for a humanoid body, 10 events, 1 machine, 0 swaps, which also compares to human performance 2\. It demands nearly every hard problem in robotics at once, strength, dexterity, endurance, balance, and survivability 3\. Nobody's close, and I'll show you exactly why 4\. I wrote the actual rule book for this challenge, and it's stricter than you'd think🧵" - Humanoid Scott @GoingBallistic5 When Will a…
9:06 PM ET
@fuelmeupcc
9:06 PM ET@fuelmeupcc
@fuelmeupcc on X
150+ humanoid companies in China, and most run on state money per the NDRC. Great arms, dumb brains. The hardware is cheap because Beijing subsidizes it, the intelligence is the wall nobody can buy their way over. Output tops 10,000 units in 2025 but a robot that needs a researcher steering its wrist isn't replacing a warehouse worker. Cheap bodies scale fast. General-purpose smarts don't.
7:24 PM ET
Tesla
$TSLA
7:24 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 profit machine Kirsten Korosec 4:24 PM PDT · August 28, 2026 Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link The hype around humanoid robots isn’t particularly new. Thank Tesla CEO Elon Musk and his Optimus robot, as well as the myriad videos of Boston Dynamics’ Atlas robot, for that. Behind that hype, though, there…
4:09 PM ET
Agility Robotics
4:09 PM ETAgility Robotics
Inside Agility's bet on factory-first humanoids | The Deep View
Aug 28, 2026•4:09pm America/New\York Inside Agility's bet on factory-first humanoids Humanoid robots continue to capture the imagination of humans, and the recent AI revolution has only accelerated the momentum. But despite demonstrations of robotics tidying up homes or awkwardly dancing on stages, there may be a better place to start: Factory floors, Pras Velagapudi, CTO of Agility Robotics, told The Deep View. With a massive labor shortage and many repetitive, dangerous tasks, manufacturing may be the perfect proving ground for humanoid robots. It's why Agility has focused on this niche,…
4:00 PM ET
SoftBank
$SFTBY
4:00 PM ETSoftBank
@myusedrobot on X
SoftBank Eyes Controlling Stake in Humanoid Robot Maker 1X SoftBank is negotiating to acquire a controlling interest in humanoid robotics company 1X at a valuation around $6 billion, focusing on residential applications.
3:56 PM ET
SoftBank
$SFTBY
3:56 PM ETSoftBank
@notreload_ai on X
SoftBank is in talks to buy a majority stake in OpenAI-backed humanoid robot maker 1X Technologies at a valuation of about $6 billion. https://t.co/hQDfAfdaeX
2:03 PM ET
XRXPENG Robotics
2:03 PM ETXRXPENG Robotics
mete on X: "Robotics funding rounds in Aug 26 🤖
🇨🇳 XPENG Robotics | $900M
🇨🇭 Gravis Robotics | $200M
🇨🇳 PokeBot | $100M
🇨🇳 DISCOVER Robotics | $100M" / X
Post Log in Sign up Post mete on X: "Robotics funding rounds in Aug 26 🤖 🇨🇳 XPENG Robotics \| $900M 🇨🇭 Gravis Robotics \| $200M 🇨🇳 PokeBot \| $100M 🇨🇳 DISCOVER Robotics \| $100M" - mete @VaderResearch Robotics funding rounds in Aug 26 🤖 🇨🇳 XPENG Robotics \| $900M 🇨🇭 Gravis Robotics \| $200M 🇨🇳 PokeBot \| $100M 🇨🇳 DISCOVER Robotics \| $100M View media 2:03 PM · Aug 28, 20262.3KViews 1 2 13 2 - Ugur.ETH @uuryetkindeveci Aug 28 china dominance getting scary GIF View media Reply 22
1:32 PM ET
MEMitsubishi Electric
1:32 PM ETMEMitsubishi Electric
@TheHumanoidHub on X
Demos are easy. Deployment is hard. Lumos put MOS 2 on Mitsubishi Electric's PLC production lines. Cart carrying, quality inspection, box handling, screwdriving and coordination across multiple robots. The robot is built for industrial scenarios that need wheeled mobility and up to 50kg of dual-arm payload.
10:26 AM ET
SoftBank
$SFTBY
10:26 AM ETSoftBank
@Biti8888 on X
🚨BREAKING NEWS SoftBank is reportedly in talks to acquire a majority stake in @1x_tech at a $6B valuation. If the deal happens, it would be another major signal that serious capital is moving deeper into humanoid robotics. 1X already has NEO preorders, with the first-year production capacity reportedly sold out in just five days. Robotics is becoming a serious capital market.
10:11 AM ET
A1a16z
10:11 AM ETA1a16z
Why Top Founders Are Racing Into AI Infrastructure - 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 Why Top Founders Are Racing Into AI Infrastructure Tap to unmute 2x Why Top Founders Are Racing Into AI Infrastructure a16z 90,021 views 4 days 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, cancel and sign in to…
9:54 AM ET
Unitree
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…
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 ET
Unitree Robotics
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…
2:14 AM ET
HDHarmonic Drive
2:14 AM ETHDHarmonic Drive
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…
3:41 PM ET
Agility Robotics
3:41 PM ETAgility Robotics
@jinseongeo83473 on X
$CCXI 🤖💰 CCXI / Agility Robotics Study #10✔️ The Big Question — What Could AGLT Actually Be Worth?✔️ The conclusion first: Agility’s $2.5B transaction valuation is beginning to look increasingly conservative. But we should not simply assume that CCXI at $10 = Agility at $2.5B. Once the expected post-merger share count is considered, the market-implied valuation becomes considerably higher. And this is where $15, $20, and $25 start to mean very different things. ① The Starting Point — $2.5B The Agility Robotics / Churchill Capital XI transaction was announced with: • $2.5B pre-money equity…
3:06 PM ET
@antopatrex1
3:06 PM ET@antopatrex1
@antopatrex1 on X
@Yuvelir_22 wild how a blender render gets the inertia looking effortless, then you watch a $150k humanoid spend 45 seconds trying to lift an empty mug because the harmonic drive overheated.
3:06 PM ET
SoftBank
$SFTBY
3:06 PM ETSoftBank
@noboonchain on X
@theinformation One thing worth watching here: $6B for 1X implies SoftBank is pricing humanoid robots on AI-adjacent multiples, not on any demonstrated unit economics. That bet may eventually be right, but the sequencing matters — Son has been early and very wrong before getting very right.
2:13 PM ET
DRDyna Robotics
2:13 PM ETDRDyna Robotics
Dyna Robotics on X: "After so many demos, models, pilots, robots are still struggling to land real deployments with real customers. Until now.
Today we’re excited to share that our robots have successfully crossed the ROI threshold, and Din Tai Fung, one of the highest revenue per location restaur… / X
Post Log in Sign up Post Dyna Robotics on X: "After so many demos, models, pilots, robots are still struggling to land real deployments with real customers. Until now. Today we’re excited to share that our robots have successfully crossed the ROI threshold, and Din Tai Fung, one of the highest revenue per location restaurant chain in the US, is rolling out Dyna robots across its extensive restaurant network. This brings our rollouts across hotels, logistics, data centers, and many other use cases to a fleet that reaches hundreds of robots by the first half of 2027. And we’re just getting…
2:00 PM ET
UAUT Austin
2:00 PM ETUAUT Austin
UT Austin on X: "A new $30 million @NSF award will establish the Center for Human and Robot Co-Adaptation at UT Austin.
Led by Texas researchers, the new center will advance groundbreaking research into how humans and robots can learn to live and work together.
Another bold step forward for resea… / X
Post Log in Sign up Post UT Austin on X: "A new $30 million @NSF award will establish the Center for Human and Robot Co-Adaptation at UT Austin. Led by Texas researchers, the new center will advance groundbreaking research into how humans and robots can learn to live and work together. Another bold step forward for research at Texas. 🤘 Read more: https://t.co/7Cnan7ap54" - UT Austin @UTAustin A new $30 million @NSF award will establish the Center for Human and Robot Co-Adaptation at UT Austin. Led by Texas researchers, the new center will advance groundbreaking research into how humans and…
1:00 PM ET
Unitree
1:00 PM ETUnitree
@antopatrex1 on X
unitree IPO'd and was oversubscribed 8,000x by retail investors. backed by deepseek and a state oil company. shipped 5,500 humanoids last year. valued at $9B. this is what industrial policy looks like when a country decides to win:
12:49 PM ET
SoftBank
$SFTBY
12:49 PM ETSoftBank
@TheHumanoidHub on X
$6B. For 1X ! In this market. That'd be daylight robbery. SoftBank is in talks to buy a majority stake in 1X Technologies at a ~$6B valuation, per The Information. The part that stands out from the report: OpenAI reportedly discussed acquiring 1X outright last year. SoftBank is Masayoshi Son's Japanese investment giant, owner of Arm and the $100B Vision Fund, and lately one of the biggest checkbooks in AI and robotics. Talks are ongoing and terms could change. https://t.co/fQzpQQJnFi
12:38 PM ET
SoftBank
$SFTBY
12:38 PM ETSoftBank
@ricci_nov on X
@ClementDelangue While SoftBank pays $6B for humanoids that haven't shipped, Hugging Face ships a $399 duck you can actually train tonight. The Raspberry Pi playbook applied to robotics — the cheap hackable one is how a generation of roboticists gets made.
10:05 AM ET
HYHyundai
10:05 AM ETHYHyundai
@StragglerLiu on X
At Hyundai Motor's 2026 CEO Investor Day on August 26, CEO José Muñoz made a statement that deserves serious attention: Hyundai is considering selling Boston Dynamics' humanoid robot Atlas through its existing automotive dealer network. Hyundai Capital is exploring financing options for robot sales — the same structures used to finance car purchases. This is not another "automaker experiments with robotics" story. This is Hyundai putting a humanoid robot into the commercial infrastructure it spent 60 years building to sell cars. The roadmap: 2026: RMAC (Robot Metaplant Application Center) in…
8:59 AM ET
SoftBank
$SFTBY
8:59 AM ETSoftBank
@thetechstartups on X
🚨 BREAKING: @SoftBank is in talks to buy a majority stake in @OpenAI-backed humanoid robot startup 1X at a $6 BILLION valuation. 🤖💰 @1x_tech is building NEO, a humanoid designed to live in your home, fold laundry, make coffee, vacuum, and handle everyday chores. 🏠☕🧺 The twist? 1X reportedly sought a $10B valuation last year. Now Masayoshi Son wants in. The race to put humanoid robots in our homes is heating up. 🔥🤖 Full story on TechStartups 👇 #SoftBank #OpenAI #1X #HumanoidRobots #Robotics #AI #Tech
8:42 AM ET
HYHyundai
8:42 AM ETHYHyundai
@CyberRobooo on X
Hyundai is considering selling its humanoid robot Atlas through its dealer network. At Hyundai Motor's 2026 CEO Investor Day event yesterday... Hyundai plans to deploy Boston Dynamics’ Atlas at its own automotive factories, but it is also discussing bringing robots into its existing dealer and financial network. Hyundai CEO José Muñoz said the group already has potential distribution channels through dealer partners, while Hyundai Capital is exploring whether it can finance robot sales. In simple terms, companies could eventually be able to get a robot through Hyundai’s own network, with…
8:01 AM ET
HUHumanoid
8:01 AM ETHUHumanoid
@HumanoidsHQ on X
The Humanoid race is one conducted at pace. To compete, companies have to be fast, nimble, and ready to prototype and deploy products at a pace never seen before. Take "Humanoid", a UK based startup founded by @ArtSokolov In just 7 months, they have managed to bring their HMND 01 Alpha robot from concept to fully functioning, deployed product, making this the fastest deployed Humanoid in the world. It is no wonder they have recently been valued at over $1b, making them the UK's first Humanoid "unicorn". The new space race is here. Only the fastest and most innovative will make it to the…
6:37 AM ET
Agility Robotics
6:37 AM ETAgility Robotics
@ValueInIdeas on X
$CCXI One of the most interesting companies out there right now imo. Agility Robotics CEO Peggy Johnson: "We have over $300 million of booked orders. One of the reasons we chose to go this path is to ensure we can deploy on all of that very quickly. So, we're accelerating our path to market." I've said it before, I'm not going to buy any meaningful amount of shares just yet because I want to learn more about the company through its filings. But I also don't want to make the same mistake I made with Ouster and wait too long before a big run-up. Still, FOMO has never been a good guide, so I'll…
5:31 AM ET
UNUnitreeRobotics
5:31 AM ETUNUnitreeRobotics
Hecto on X: "Last week, @UnitreeRobotics went public in Shanghai.
Retail subscriptions were 8,000x oversubscribed.
It opened 629% above its IPO price and closed the day up 460%.
That isn't enthusiasm, but a demand backlog with nowhere to go.
We're about to solve that problem." / X
Post Log in Sign up Post Hecto on X: "Last week, @UnitreeRobotics went public in Shanghai. Retail subscriptions were 8,000x oversubscribed. It opened 629% above its IPO price and closed the day up 460%. That isn't enthusiasm, but a demand backlog with nowhere to go. We're about to solve that problem." - Hecto @hectoinc Last week, @UnitreeRobotics went public in Shanghai. Retail subscriptions were 8,000x oversubscribed. It opened 629% above its IPO price and closed the day up 460%. That isn't enthusiasm, but a demand backlog with nowhere to go. We're about to solve that problem. GIF View media…
5:18 AM ET
NVIDIA
$NVDA
5:18 AM ETNVIDIA
Shuddhatma Jain on X: "Sanja Fidler quit her job running NVIDIA's Toronto AI lab, started a company three months ago, and has already pulled in $90 million without shipping a single product.
nobody is betting on a robot here. they're betting she can build the world robots learn inside 🧵" / X
Post Log in Sign up Post Shuddhatma Jain on X: "Sanja Fidler quit her job running NVIDIA's Toronto AI lab, started a company three months ago, and has already pulled in $90 million without shipping a single product. nobody is betting on a robot here. they're betting she can build the world robots learn inside 🧵" - Shuddhatma Jain @decepticons0101 Sanja Fidler quit her job running NVIDIA's Toronto AI lab, started a company three months ago, and has already pulled in $90 million without shipping a single product. nobody is betting on a robot here. they're betting she can build the world robots…
2:20 AM ET
SoftBank
$SFTBY
2:20 AM ETSoftBank
Humanoids daily on X: "SoftBank is in talks to buy a majority stake in 1X at ~$6B, per The Information.
Last September, 1X was reportedly seeking $1B at a $10B+ valuation.
Control normally trades at a premium, not a discount.
Still unknown: how big the stake is, and whether OpenAI is selling." / X
Post Log in Sign up Post Humanoids daily on X: "SoftBank is in talks to buy a majority stake in 1X at $6B, per The Information. Last September, 1X was reportedly seeking $1B at a $10B+ valuation. Control normally trades at a premium, not a discount. Still unknown: how big the stake is, and whether OpenAI is selling." - Humanoids daily @humanoidsdaily SoftBank is in talks to buy a majority stake in 1X at $6B, per The Information. Last September, 1X was reportedly seeking $1B at a $10B+ valuation. Control normally trades at a premium, not a discount. Still unknown: how big the stake is, and…
1:00 AM ET
UBUBTech
1:00 AM ETUBUBTech
China can build kung fu-fighting robots. But it can’t get them to do factory work | Reuters
Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv LIUZHOU, China - Inside a training center in southern China, more than 100 humanoid robots stand in neat rows. A dozen human trainers wearing headsets guide some of them through simple tasks – sorting crates, packaging noodles, making coffee. The humanoids are slow and awkward. A novice trainer might get them to produce one usable movement in 300 attempts; an experienced trainer, one in 50. Robot maker UBTech won an $18 million tender from the Guangxi regional government last…
11:41 PM ET
Unitree
11:41 PM ETUnitree
@heyshrutimishra on X
Unitree's humanoid robots went viral doing kung fu at China's New Year Gala. Search volume jumped 300%. Orders doubled within hours. Then the company went public on Shanghai's STAR Market. The IPO raised $904 million. The stock surged 460% on day one, peaking at 629% above the offer price. Retail investors oversubscribed it 8,000 times. China now ships 97% of the world's humanoid robots. Unitree and AgiBot control three quarters of the market. Global shipments surged 272% YoY in the first half of 2026. The stock has since plunged 45% from its peak.
11:24 PM ET
Agility Robotics
11:24 PM ETAgility Robotics
@HumanoidInvest on X
Starting to think this is actually bullish for $CCXI 🤖 @agilityrobotics as they are way further ahead in commercialization and just $2.5 billion pre-money valuation *SOFTBANK IN TALKS TO ACQUIRE MAJORITY STAKE IN HUMANOID ROBOT MAKER 1X AT $6B: THE INFORMATION *OPENAI SCRAPPED PREVIOUS PLANS TO ACQUIRE HUMANOID ROBOT STARTUP 1X *1X ROBOTICS FACES DOWN-VALUATION TO $6B AFTER UNSUCCESSFUL $10B FUNDRAISE *NO NEO ROBOTS YET DELIVERED TO CUSTOMERS DESPITE 10,000 ORDERS & 2026 TIMELINE
11:01 PM ET
SoftBank
$SFTBY
11:01 PM ETSoftBank
Ismail | SinyalKatmanı | on X: "SoftBank, humanoid robot üreticisi 1X’te çoğunluk hissesi için $6B değerleme üzerinden görüşüyor. NEO için 10K' dan fazla sipariş var.
Son, OpenAI ve AI infra sonrası fiziksel AI’a yükleniyor. Sipariş var ama ticari teslimat ölçeği henüz kanıtlanmadı." / X
Post Log in Sign up Post Ismail \| SinyalKatmanı \| on X: "SoftBank, humanoid robot üreticisi 1X’te çoğunluk hissesi için $6B değerleme üzerinden görüşüyor. NEO için 10K' dan fazla sipariş var. Son, OpenAI ve AI infra sonrası fiziksel AI’a yükleniyor. Sipariş var ama ticari teslimat ölçeği henüz kanıtlanmadı." - Ismail \| SinyalKatmanı \| @sinyalkatmani SoftBank, humanoid robot üreticisi 1X’te çoğunluk hissesi için $6B değerleme üzerinden görüşüyor. NEO için 10K' dan fazla sipariş var. Son, OpenAI ve AI infra sonrası fiziksel AI’a yükleniyor. Sipariş var ama ticari teslimat ölçeği henüz…
10:40 PM ET
SoftBank
$SFTBY
10:40 PM ETSoftBank
Humanoid Investing on X: "SoftBank Negotiating Majority Stake In Humanoid Maker 1X At $6 Billion Valuation" / X
Post Log in Sign up Post Humanoid Investing on X: "SoftBank Negotiating Majority Stake In Humanoid Maker 1X At $6 Billion Valuation" - Humanoid Investing @HumanoidInvest SoftBank Negotiating Majority Stake In Humanoid Maker 1X At $6 Billion Valuation View media 10:40 PM · Aug 26, 20261KViews 2 4 1 - Jay Mason @JayMason3131 Aug 27 Welcome to the show Reply 19 - Slinky 🔨Hammer @slinkyhammer Aug 27 Dude @agilityrobotics is so undervalued is insane this gonna wild to watch play out 1 61 Scan to get the app
10:13 PM ET
SoftBank
$SFTBY
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
9:49 PM ET
SoftBank
$SFTBY
9:49 PM ETSoftBank
@wallstengine on X
SOFTBANK IN TALKS TO BUY MAJORITY STAKE IN 1X AT ~$6B VALUATION SoftBank is in talks to acquire a majority stake in OpenAI-backed humanoid robot maker 1X, per The Information. 1X previously tried to raise $1B at a $10B valuation but raised less than half that target. OpenAI also discussed acquiring 1X last year, though talks fell apart. The company says it received 10,000+ pre-orders for its $20,000 NEO humanoid within the first week, with deliveries planned for 2026, though none have been delivered yet.
9:49 PM ET
SoftBank
$SFTBY
9:49 PM ETSoftBank
Odd Diligence on X: "“SoftBank in Talks to Buy Majority Stake in Humanoid Maker 1X at $6 Billion Valuation”
SoftBank also has position in Agility Robotics $CCXI … maybe throw them some more $$ someday?" / X
Post Log in Sign up Post Odd Diligence on X: "“SoftBank in Talks to Buy Majority Stake in Humanoid Maker 1X at $6 Billion Valuation” SoftBank also has position in Agility Robotics $CCXI … maybe throw them some more $$ someday?" - Odd Diligence @OddDiligence “SoftBank in Talks to Buy Majority Stake in Humanoid Maker 1X at $6 Billion Valuation” SoftBank also has position in Agility Robotics $CCXI … maybe throw them some more $$ someday? View media 9:49 PM · Aug 26, 20263.6KViews Reply 3 18 5
9:44 PM ET
SOFTBANK
$SFTBY
9:44 PM ETSOFTBANK
@tradfi on X
*SOFTBANK IN TALKS TO ACQUIRE MAJORITY STAKE IN HUMANOID ROBOT MAKER 1X AT $6B: THE INFORMATION *OPENAI SCRAPPED PREVIOUS PLANS TO ACQUIRE HUMANOID ROBOT STARTUP 1X *1X ROBOTICS FACES DOWN-VALUATION TO $6B AFTER UNSUCCESSFUL $10B FUNDRAISE *NO NEO ROBOTS YET DELIVERED TO CUSTOMERS DESPITE 10,000 ORDERS & 2026 TIMELINE
9:38 PM ET
SoftBank
$SFTBY
9:38 PM ETSoftBank
@RedboxWire on X
SoftBank Negotiating Majority Stake In Humanoid Maker 1X At $6 Billion Valuation, The Information Says
9:38 PM ET
SoftBank
$SFTBY
9:38 PM ETSoftBank
@FirstSquawk on X
SoftBank Negotiating Majority Stake In Humanoid Maker 1X At $6 Billion Valuation, The Information Says
5:57 PM ET
HMHyundai Motor Group
5:57 PM ETHMHyundai Motor Group
Hyundai Says Atlas Will Not Replace Workers — One Day After Settling a Strike Over Exactly That | Humanoids Daily
Search articles Key Takeaways Show all - CEO José Muñoz told investors that Hyundai's US robot plant will start production in 2028 with 30,000 units of annual capacity, calling it "the world's first large-scale commercial robotics manufacturing facility" - 25,000 of those units are already committed, beginning with Hyundai Motor Group Metaplant America — meaning roughly 83 percent of first-year output is destined for Hyundai's own factories, not external customers - Muñoz devoted a scripted passage to insisting "robots are not replacing humans," one day after Hyundai's Korean union reached a…
2:17 PM ET
Unitree
2:17 PM ETUnitree
The AI Daily Brief - Formerly The AI Breakdown on X: "Humanoid robot maker Unitree surged 460% on its Shanghai debut. Worth knowing before calling it mania: it's the fourth Chinese IPO this year to rise more than 400% on day one." / X
Post Log in Sign up Post The AI Daily Brief - Formerly The AI Breakdown on X: "Humanoid robot maker Unitree surged 460% on its Shanghai debut. Worth knowing before calling it mania: it's the fourth Chinese IPO this year to rise more than 400% on day one." - The AI Daily Brief - Formerly The AI Breakdown @AIDailyBrief Humanoid robot maker Unitree surged 460% on its Shanghai debut. Worth knowing before calling it mania: it's the fourth Chinese IPO this year to rise more than 400% on day one. View media 2:17 PM · Aug 26, 2026159Views 1 - The AI Daily Brief - Formerly The AI Breakdown…
1:24 PM ET
Apptronik
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…
1:23 PM ET
VAVeeda AI
1:23 PM ETVAVeeda AI
Open roles with founders hailing from NVIDIA, Citadel, Palantir, and MIT
SubscribeSign in Discover more from a16z Jobs New jobs every day. Subscribe By subscribing, you agree Substack's Terms of Use, and acknowledge its Information Collection Notice and Privacy Policy. Already have an account? Sign in Open roles with founders hailing from NVIDIA, Citadel, Palantir, and MIT Plus, a list of open roles at early-stage startups building their founding teams Katie Kirsch and Lauren Nguyen Aug 26, 2026 8 2 1 Share Build -1 → 0 Get on the ground floor with the founding team of a pre-seed or seed-stage startup. - After 8 years running AI research at NVIDIA, Sanja Fidler…
12:08 PM ET
DVDynamo Ventures
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…
10:02 AM ET
Skild AI
10:02 AM ETSkild AI
@ThomasSmale on X
$14B valuation. Pre-revenue. A handful of customers. That is Skild AI today. And it is not the outlier. Physical Intelligence: $11B Generalist: $2B to $3B in months, $600M raised Skild AI: $14B Three companies. Billions in capital. Almost no commercial traction between them. The thesis is simple. Someone builds the foundation model for robotics the way OpenAI built one for language. Find the winner early, own the platform forever. Here is the problem. LLMs were trained on trillions of words scraped from the open internet. That dataset already existed, and it was free. No equivalent exists for…
10:01 AM ET
@MilkRoadRobotix
10:01 AM ET@MilkRoadRobotix
Milk Road PRO
Skip to main content Invest With Conviction. Not Guesswork.\\ \\ Go PRO for $1 Sign In Go PRO for $1 Sign in button Go PRO for $1 S&P 500 7,676.21 0.59% Nasdaq 26,223.71 0.47% Bitcoin\\ \\ $77,159.10\\ \\ 0.87% Ethereum\\ \\ $2,390.08\\ \\ 2.16% Gold $4,417.10 1.59% DXY 99.52 0.15% MRMI\\ \\ -\\ \\ 0.31 S&P 500 7,676.21 0.59% Nasdaq 26,223.71 0.47% Bitcoin\\ \\ $77,159.10\\ \\ 0.87% Ethereum\\ \\ $2,390.08\\ \\ 2.16% Gold $4,417.10 1.59% DXY 99.52 0.15% MRMI\\ \\ -\\ \\ 0.31 S&P 500 7,676.21 0.59% Nasdaq 26,223.71 0.47% Bitcoin\\ \\ $77,159.10\\ \\ 0.87% Ethereum\\ \\ $2,390.08\\ \\ 2.16%…
9:30 AM ET
Unitree
9:30 AM ETUnitree
Robot brain builders are pushing out of their GPT-2 era | 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 Credits: Kiyoshi Ota/Bloomberg / Getty Images Robotics Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link Robot brain builders are pushing out of their GPT-2 era Tim Fernholz 6:30 AM PDT · August 26, 2026 Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link Physical AI is one of the…
7:26 AM ET
Unitree
7:26 AM ETUnitree
@AskHeyTheo on X
Story 2, Shanghai. Unitree is down 45%+ from its IPO peak. Not a robot story. A supply story. Alibaba's record share sale and YMTC's IPO plans landed the same week. The cost of the AI build-out just got handed to new shareholders.
6:10 AM ET
UNUnitreeRobotics
6:10 AM ETUNUnitreeRobotics
@UnitreeStore_SH on X
Unlock unlimited sports potential (Extra large joint movement space angle, 23~43 joints) Force control of dexterous hands, manipulation of all thingsImitation & reinforcement learning driven Robot world model, let’s create it together Unitree G1 Price from $13.5K. Experience G1 at the Unitree Store in Shanghai. Follow us for more robots, technology, and store experiences. 📍 2nd Floor, Jiuguang Department Store, West Nanjing Road, Shanghai 🕙 Open daily, 10:00–22:00 🚇 Metro Lines 2, 7 & 14(Jing'an Temple Station，静安寺站) #Unitree #UnitreeRobotics #UnitreeG1 #G1 #HumanoidRobot #Robotics…
6:10 AM ET
Google
$GOOGL
6:10 AM ETGoogle
@zhodonx on X
I’ve said before that I think Google & DeepMind are playing a longer game with models. This is still a firm stance. Because a lot of the time, i think people look at Google’s model strategy too narrowly; Every Gemini release immediately gets reduced to how it compares with other labs or whatever benchmark is trending that week. Meanwhile the it’s more about where all of that intelligence might show up next. Like in Reasoning, Vision, Video, Agents. And particularly robotics. I believe Gemini Robotics ER 2 is a clear example here. It was built on Gemini 3.5 Flash. Except, now its intelligence…
Back Axis Robotics launches an exclusive robot-data campaign on Binance Wallet. Binance Keyless Wallet users get their own task set on Axis Hub and their own reward pool of 1,500,000 Axis Points, separate from the regular product points pool. Campaign Timeline All times are SGT (UTC+8). Campaign period & reward cycles - Campaign period: 26 Aug 2026, 2:00 PM → 25 Sep 2026, 2:00 PM - Cycle 1 points calculation: 26 Aug, 2:00 PM → 9 Sep, 2:00 PM - Cycle 2 points calculation: 9 Sep, 2:00 PM → 25 Sep, 2:00 PM (includes a 2-day buffer to finish signing) - Reward settlement: twice, once after each…
2:18 AM ET
ARAxis Robotics
2:18 AM ETARAxis Robotics
Axis Robotics on X: "Axis Robotics x @BinanceWallet is live.
1,500,000 Axis Points. 30 days. Reserved exclusively for Binance Keyless Wallet users.
Teach robots. Sign your data on Base. Get paid in Points from a pool that's entirely separate from the main product.
How it works:" / X
Post Log in Sign up Post Axis Robotics on X: "Axis Robotics x @BinanceWallet is live. 1,500,000 Axis Points. 30 days. Reserved exclusively for Binance Keyless Wallet users. Teach robots. Sign your data on Base. Get paid in Points from a pool that's entirely separate from the main product. How it works:" - Axis Robotics @axisrobotics Axis Robotics x @BinanceWallet is live. 1,500,000 Axis Points. 30 days. Reserved exclusively for Binance Keyless Wallet users. Teach robots. Sign your data on Base. Get paid in Points from a pool that's entirely separate from the main product. How it works: View…
A 29900$ MACHINE IS DANCING ON A PAVEMENT AND NOT ONE PERSON WALKING PAST LOOKS UP. 29900$ is a Unitree H2, the class this thing sits in. Entry models go for 13500$. Every beat throws its centre of mass and the feet catch it in real time - uneven stone, no tether, no handrail. Same loop that keeps it standing in a warehouse.
7:06 PM ET
Figure
7:06 PM ETFigure
@TheHumanoidHub on X
Figure takes vertical integration to another level. Figure built its own egocentric data collection pipeline. Index is a crowdsourcing platform where anyone can collect data. - 264K app downloads across 108 countries - 44K weekly active contributors - 16M videos uploaded, 30 minutes of video ingested every second - $15M already paid out to contributors Figure says data vendors couldn't hit the throughput, diversity, or quality bar, so they built the pipeline themselves. Next 12 months: $1B committed to data and compute.
4:17 PM ET
Unitree
4:17 PM ETUnitree
Adetola Solesi on X: "Unitree, the viral backflipping-robot company, jumped 600% on IPO day in Shanghai. Four sessions later it was down 45%. The robots are real: 5,500 shipped last year. The day-one price was not. New tech asks two questions. Is it real, and is it priced. Never confuse them." / X
Post Log in Sign up Post Adetola Solesi on X: "Unitree, the viral backflipping-robot company, jumped 600% on IPO day in Shanghai. Four sessions later it was down 45%. The robots are real: 5,500 shipped last year. The day-one price was not. New tech asks two questions. Is it real, and is it priced. Never confuse them." - Adetola Solesi @adetola\solesi Unitree, the viral backflipping-robot company, jumped 600% on IPO day in Shanghai. Four sessions later it was down 45%. The robots are real: 5,500 shipped last year. The day-one price was not. New tech asks two questions. Is it real, and is it…
3:44 PM ET
Agility Robotics
3:44 PM ETAgility Robotics
Watch Agility Robotics CEO on Plans To Go Public, China Rivals - Bloomberg
Aug 20th, 2026 Agility Robotics CEO on Plans To Go Public, China Rivals Peggy Johnson, CEO of Agility Robotics, discussed the company's upcoming public debut, positioning it as the only pure-play US public company focused on humanoid robots with proven commercial applications. Agility Robotics is valued at a $2.5 billion pre-money valuation and expects to go public in the fall. She speaks with Romaine Bostick & Sally Bakewell on "The Close." \\ \\ Duration:9:39\\ \\ US’s Wright on Venezuela Oil Production, SPR, Strait of Hormuz Bloomberg Open Interest \\ \\ Duration:10:51\\ \\ Chevron CEO…
2:14 PM ET
@ParadisLabs
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 ET
Unitree Robotics
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…
1:36 PM ET
Figure
1:36 PM ETFigure
Figure on X: "By the numbers:
→ While in stealth, we crossed 264,000 app downloads
→ Uploading over 30 min of video very second
→ Over 16M video uploads
→ Paid out $15M to date
Weekly active users is now over 43,000" / X
Post Log in Sign up Post Figure on X: "By the numbers: → While in stealth, we crossed 264,000 app downloads → Uploading over 30 min of video very second → Over 16M video uploads → Paid out $15M to date Weekly active users is now over 43,000" - Figure @Figure\robot Aug 25 Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos 00:00 View media 181 345 3.6K 525K - Figure @Figure\robot Aug 25 The data needed to scale a truly general purpose robots…
1:35 PM ET
Figure
1:35 PM ETFigure
Figure on X: "We've now collected data in 108 countries to date
Here's a global map of our collection, now updating live on our website, each point of light represents a real world contributions to our dataset" / X
Post Log in Sign up Post Figure on X: "We've now collected data in 108 countries to date Here's a global map of our collection, now updating live on our website, each point of light represents a real world contributions to our dataset" - Figure @Figure\robot Aug 25 Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos 00:00 View media 181 345 3.6K 525K - Figure @Figure\robot Aug 25 The data needed to scale a truly general purpose robots…
1:35 PM ET
https://x.com/adcock_brett
1:35 PM EThttps://x.com/adcock_brett
Brett Adcock on X: "We are now on a path to 100x, and are committed to spend over $1B the next 12 months on data and compute
Index is laying the groundwork for ordering robots as a service. Today, you have people coming to help clean your house; eventually, a robot will do everything for you" / X
Post Log in Sign up Post Brett Adcock on X: "We are now on a path to 100x, and are committed to spend over $1B the next 12 months on data and compute Index is laying the groundwork for ordering robots as a service. Today, you have people coming to help clean your house; eventually, a robot will do everything for you" - Brett Adcock @adcock\brett Aug 25 Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the next…
1:30 PM ET
Figure
1:30 PM ETFigure
Brett Adcock on X: "Introducing Index
Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world
→ 30min of video uploads/sec
→ 16M video uploads
→ Paid $15M to date
→ 264k downloads
We're committed to spending $1B the next 12 months on data & com… / X
Post Log in Sign up Post Brett Adcock on X: "Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the next 12 months on data & compute" - Brett Adcock @adcock\brett Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the…
1:30 PM ET
Figure
1:30 PM ETFigure
Figure on X: "Introducing Index
Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots
To date we've crossed 264,000 app downloads and uploaded 16 million videos" / X
Post Log in Sign up Post Figure on X: "Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos" - Figure @Figure\robot Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos 00:00 View media 1:30 PM · Aug 25, 2026525.5KViews 181 345 3.6K 872 - Figure @Figure\robot Aug 25 The data needed to scale…
1:22 PM ET
UNITREE
1:22 PM ETUNITREE
@0_x_Bender on X
UNITREE CLOSED +460% ON DAY ONE. SHANGHAI WAS DOWN 2.4%. WHICH COLUMN IS THAT? Issue price ¥150.80. Open ¥1,100 (+629%). Close ¥845. Raise about $904M at a $9B IPO valuation. Close mkt cap around $50B. Ticker 688836 on STAR. First mainland humanoid pure-play. Retail oversubscribed roughly 8,289x. Allotment rate 0.018%. STAR has no daily limit for the first five sessions. That structure, plus scarcity of a listed humanoid name, is the real engine of the print. Not a sudden proof that humanoid unit economics cleared. 2025: revenue ¥1.70B, net profit ¥278M, 5,500+ humanoids shipped. Q1 2026…
8:12 AM ET
Unitree Robotics
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…
5:47 AM ET
XHX-Humanoid
5:47 AM ETXHX-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 the part that matters. This is. China installed roughly 276,000 industrial robots last year. The US installed about 38,000. China's operational stock is roughly 2 million units against our 394,000. Chinese firms shipped something like 80% of the world's humanoids and hold ~85% of the market. Our response, on July 28, was to add foreign-made humanoids to the…
4:56 AM ET
Unitree Robotics
4:56 AM ETUnitree Robotics
@aniru4h on X
@Reuters That's okay, propaganda news Most stocks climb in first days of listing. And the profit booking is normal. Unitree Robotics priced its IPO at 150.80 yuan per share and opened on the Shanghai Stock Exchange at 1,100 yuan per share. And It is still 4x from IPO price . 🤣🤣🤣
🤖 Major robotics funding news! XPeng's humanoid robot unit Dogotix raises $900M at $6.3B valuation - setting record for China's embodied AI sector. Meanwhile Skild AI hits $14B valuation with $1.4B Series C for "universal brain" for robots.
2:14 AM ET
XPXPeng
2:14 AM ETXPXPeng
@TheHumanoidHub on X
XPeng's robotics unit raised over $900M at a $6.3B post-money valuation. Largest single-round private raise in China's embodied AI sector. IDG Capital led. Tencent, Alibaba, and Gaorong joined. Worth understanding the structure. XPeng Inc. is publicly traded, but this money did not go into XPEV as a parent-level primary. Investors bought equity in Dogotix, a separate robotics subsidiary with its own cap table. The $900M splits three ways: $600M external, $200M from XPeng itself, $100M from executives. Dogotix stays a controlled subsidiary and still consolidates into XPeng's financials. Money…
Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Item 2 of 2 Unitree CEO Wang Xingxing speaks about capabilities of company’s G1 humanoid robot during the 2026 World Robot Conference, in Beijing, China, August 20, 2026. REUTERS/Maxim Shemetov/File Photo \[2/2\] Unitree CEO Wang Xingxing speaks about capabilities of company’s G1 humanoid robot during the 2026 World Robot Conference, in Beijing, China, August 20, 2026. REUTERS/Maxim Shemetov/File Photo Purchase Licensing Rights, opens new tab - Summary - Companies - Unitree…
6:52 PM ET
Unitree
6:52 PM ETUnitree
Unitree Claims New Humanoid Robot Outruns Usain Bolt
Robotics Unitree Claims New Humanoid Robot Outruns Usain Bolt The flashy company, which recently completed a blockbuster IPO, appears to be leading the pack of humanoid robot makers. Edd Gent Aug 24, 2026 Image Credit Unitree via X Share Share on xShare on facebookShare on linkedinShare on redditShare via email Increasingly, companies are building humanoid robots that perform impressive athletic feats to mark the field’s progress. Now, Chinese robotics company Unitree says its new "Superman" robot can run 12.66 meters per second, faster than Usain Bolt's top recorded speed. Getting a humanoid…
4:07 PM ET
XMXPeng Motors
4:07 PM ETXMXPeng Motors
XPeng Motors humanoid robot unit Dogotix raises $900M - The Robot Report
The Robot Report Continue to Site Facebook X LinkedIn Reddit Pinterest Share XPeng’s Dogotix unit is developing the IRON humanoid robot. Source: XPeng Like other global automakers, XPeng Motors is branching into humanoid robots. The electric vehicle manufacturer today said that its Dogotix robotics unit has raised more than $900 million in its initial funding round, bringing its pre-money valuation to $5 billion and post-transaction valuation to more than $6.3 billion. XPeng said it plans to use the investment to further develop hardware and software, collect data, train physical AI models,…
8:00 PM ET
RIRoboStrategy, Inc.
8:00 PM ETRIRoboStrategy, Inc.
Shareholder Letter — August 2026 | RoboStrategy
Aug 20, 2026 10 MIN READ Shareholder Letter — August 2026 Andrew Kang To the shareholders of RoboStrategy, Inc. To the shareholders of RoboStrategy, Inc. It’s been a bit over 3 months since RoboStrategy went public on May 11. Between April 30 and July 31, NAV has increased 85% with NAV/Share increasing 54% ¹ The large majority of the growth has come from accretive capital raises placed to institutional investors. I also personally invested an additional $10 million into the fund at a market premium of $36.7/share. While we are seeing significantly increased investor demand and growth in our…
6:01 AM ET
Unitree Robotics
6:01 AM ETUnitree Robotics
Robotico on X: "Hangzhou-based @UnitreeRobotics surged 629% on its Shanghai debut, opening at $163 against an IPO price of $22.34 before settling around $123.
The listing comes two days after the company unveiled Superman, a humanoid platform faster than Usain Bolt over 100 meters." / X
Post Log in Sign up Post Robotico on X: "Hangzhou-based @UnitreeRobotics surged 629% on its Shanghai debut, opening at $163 against an IPO price of $22.34 before settling around $123. The listing comes two days after the company unveiled Superman, a humanoid platform faster than Usain Bolt over 100 meters." - Robotico @roboticomarket Hangzhou-based @UnitreeRobotics surged 629% on its Shanghai debut, opening at $163 against an IPO price of $22.34 before settling around $123. The listing comes two days after the company unveiled Superman, a humanoid platform faster than Usain Bolt over 100…
9:57 PM ET
Unitree Robotics
9:57 PM ETUnitree Robotics
Unitree Robotics surges 629% to US$66 billion valuation in Shanghai share debut | South China Morning Post
Edition: International SUBSCRIBE Get unlimited access to the SCMP HIGHLIGHTS Donald Trump’s China policy\\ NEW US-China relations Hong Kong economy News Hong Kong China Economy Asia World Sport This Week in Asia US Elections Business & Tech Business Tech Opinion Latest Lifestyle Lifestyle People & Culture Style PostMag K-pop Outdoor Cooking More + Video Talking Post SCMP Films Infographics Pictures Podcasts SCMP Series Explained SCMP Spotlight Newsletters Special Reports Games Topics US-China relations Artificial intelligence (AI) Donald Trump’s China policy SpaceX Fifa World Cup 2026 Nvidia…
8:00 PM ET
Unitree
8:00 PM ETUnitree
China's backflipping robot maker Unitree pops in Shanghai debut
Unitree Robotics listed on Shanghai STAR Market Aug 19, 2026. IPO raised about 6.1 billion yuan (~$905M per CNBC). First-day close cited at 460%+ above offer price.
8:33 AM ET
Unitree
8:33 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 robotics leader Unitree. Jul 30, 2026 8:33 AM EDT By Siddharth Munjal News Writer, Men's Journal 0 Add us on Photo by Gabriele Malaspina on Unsplash Photo by Gabriele Malaspina on Unsplash Washington made a big move this week: the Trump administration is banning imports of new Chinese humanoid and quadruped robots, plus new Chinese power inverters, including…
8:00 PM ET
Agility Robotics / CCXI
8:00 PM ETAgility Robotics / CCXI
Agility / CCXI confidential S-4 submission
July 14, 2026: confidential draft Form S-4 submitted to SEC.
8:00 PM ET
Agility Robotics
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.
1:00 AM ET
ALAMI Labs
1:00 AM ETALAMI Labs
Yann LeCun's AMI Labs raises $1.03B to build world models | 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 ababababababababababababcdcdcdcdcdcdcdcdcdcdcdcd efefefefefefefefefefefefghghghghghghghghghghghgh ijijijijijijijijijijijijklklklklklklklklklklklkl Skip to content Image Credits: Ruhani Kaur/Bloomberg via Getty Images / Getty Images AI Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link Yann LeCun’s AMI Labs raises $1.03B to build world models…
1:00 AM ET
ALAMI Labs
1:00 AM ETALAMI Labs
Yann LeCun's AMI Labs raises $1.03B to build world models | 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 ababababababababababababcdcdcdcdcdcdcdcdcdcdcdcd efefefefefefefefefefefefghghghghghghghghghghghgh ijijijijijijijijijijijijklklklklklklklklklklklkl Skip to content Image Credits: Ruhani Kaur/Bloomberg via Getty Images / Getty Images AI Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link Yann LeCun’s AMI Labs raises $1.03B to build world models…
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DRDiligent Robotics
—DRDiligent Robotics
RoboBrief: Daily Robotics News, Humanoid Robots & AI Automation
Daily robotics intelligence The global robotics briefing desk Your daily robotics intelligence briefing — US, China, India & beyond. Breaking news, analysis, and insights on the global robotics revolution. - 🇺🇸United States - 🇨🇳China - 🇮🇳India - 🇯🇵Japan - 🇩🇪Germany Subscribe Free Read the briefings→ Browse topics Briefings323Briefings CadenceDailyCadence CoverageGlobalCoverage Lead briefing All briefings → Two Humanoid Robots Just Played a Full 11-Point Table Tennis Match \\ \\ HKU and KAI's SMASH 2.0 demonstration matters because table tennis forces robots to combine perception,…