# What is true on Funding?

> Markdown twin of https://roboterminal.app/topics/funding · https://roboterminal.app/topics/funding.md

## On this layer

- org — [Unitree](https://roboterminal.app/companies/unitree) (74)
- org — [Figure](https://roboterminal.app/companies/figure) (43)
- org — [SoftBank](https://roboterminal.app/companies/softbank) (36)
- org — [Agility](https://roboterminal.app/companies/agility) (35)
- org — [NVIDIA](https://roboterminal.app/companies/nvidia) (33)
- org — [1X Technologies](https://roboterminal.app/companies/1x) (30)
- org — [Tesla](https://roboterminal.app/companies/tesla) (26)
- org — OpenAI (16)
- org — [Apptronik](https://roboterminal.app/companies/apptronik) (12)
- org — [Hugging Face](https://roboterminal.app/companies/hugging-face) (12)
- org — XPeng (12)
- org — [boston-dynamics](https://roboterminal.app/companies/boston-dynamics) (11)
- org — AgiBot (10)
- regulator — [Fcc](https://roboterminal.app/companies/fcc) (8)
- org — [Google](https://roboterminal.app/companies/google) (8)
- org — Hyundai (7)
- org — UBTech (7)
- org — Nscale (6)
- org — [Skild AI](https://roboterminal.app/companies/skild) (6)
- org — a16z (5)
- org — Amazon (5)
- org — CXMT (5)
- org — Gravis Robotics (5)
- org — Samsung (5)
- org — Tencent (5)
- org — Alibaba (4)
- org — DeepSeek (4)
- org — Gimlet Labs (4)
- org — IDG Capital (4)
- org — SpaceX (4)
- org — Veeda AI (4)
- org — XPeng Robotics (4)
- org — 宇树科技 (4)
- org — Axis Robotics (3)
- org — [BMW](https://roboterminal.app/companies/bmw) (3)
- org — Callosum (3)
- org — Deep Robotics (3)
- org — dollars (3)
- org — [Fourier](https://roboterminal.app/companies/fourier) (3)
- org — Galbot (3)
- org — Gaorong Ventures (3)
- org — GXO (3)
- org — humanoid robots (3)
- org — LimX Dynamics (3)
- org — [Physical Intelligence](https://roboterminal.app/companies/pi) (3)
- plant — Shanghai (3)
- org — SK hynix (3)
- org — Thinking Machines Lab (3)
- org — tokens processed (3)
- org — UnitreeRobotics (3)
- org — YMTC (3)
- org — Zhipu (3)
- org — 1X Robotics (2)
- org — 2077 Ventures (2)
- org — ABB (2)
- org — AGIBOTofficial (2)
- org — Aglaé Lab (2)
- org — AI chip inference cluster (2)
- org — Alpha Intelligence Capital (2)
- org — AMI Labs (2)
- org — Anthropic (2)
- org — Artémis (2)
- org — Association Familiale Mulliez (2)
- org — Binance (2)
- org — Bpifrance Digital Venture (2)
- org — BYD (2)
- org — CCXI (2)
- org — Chery Automobile (2)
- org — company valuation (2)
- org — Dyna Robotics (2)
- plant — Fremont (2)
- org — GE Appliances (2)
- org — Generalist (2)
- org — Goldman Sachs (2)
- org — Groupe Industriel Marcel Dassault (2)
- org — Harmonic Drive (2)
- org — Hyundai Motor Group (2)
- org — IPO proceeds (2)
- org — IPO valuation (2)
- org — Khosla Ventures (2)
- org — Leaderdrive (2)
- org — LG (2)
- org — Lingyi iTech (2)
- org — Mercado Libre (2)
- org — META (2)
- org — Moonshot AI (2)
- org — MRVL (2)
- org — Nabla (2)
- org — napkin production (2)
- regulator — ndrc (2)
- org — Net Profit (2)
- org — New Legacy Ventures (2)
- org — Nox Metals (2)
- org — opening price (2)
- org — Publicis Groupe (2)
- org — Qatar Investment Authority (2)
- org — Radical Ventures (2)
- org — Salesforce (2)
- org — SBVA (2)
- org — Schaeffler (2)
- org — Schaeffler Group (2)
- org — Sea (2)
- org — Shein (2)
- org — Standard Bots (2)
- org — Temasek (2)
- org — Toyota (2)
- org — Toyota Ventures (2)
- org — UnitreeRobotics IPO (2)
- org — valuation (2)
- org — video uploads (2)
- org — weekly active contributors (2)
- org — X Square Robot (2)
- org — XPeng Motors (2)
- org — ZEBOX Ventures (2)
- org — アスター (2)
- org — 燈 (2)
- plant — 秋田県横手市 (2)
- org — 1X acquisition (1)
- org — 2025 humanoid shipments (1)
- org — 4iG (1)
- plant — 70,000-sq.-ft.-manufacturing-facility (1)
- org — a16z Machine Age Fund. (1)
- org — AAOI (1)
- org — acquisition valuation (1)
- org — actuation cost (1)
- org — Aehr (1)
- org — Agibot's performance in the World Humanoid Robot Games. (1)
- org — agilityrobotics (1)
- org — AI and humanoid revenue (1)
- org — AiMOGA Robotics (1)
- org — Alibaba Group (1)
- org — Alloy Robotics (1)
- org — AMD (1)
- org — AMD Ventures (1)
- org — AMI Labs funding (1)
- org — Amkor (1)
- org — Amount raised by AMI Labs in funding. (1)
- org — AMZN (1)
- org — Andreessen Horowitz (1)
- org — Andreessen Horowitz fifth growth fund (1)
- org — Anduril (1)
- org — Ant (1)
- org — Antioch (1)
- org — app downloads (1)
- org — Apple (1)
- org — Aramco (1)
- org — Asimov (1)
- org — assembly time (1)
- org — AT&T Ventures (1)
- org — Atlas deployment target for 2028. (1)
- org — AUKI (1)
- plant — austin,-texas (1)
- org — Avala (1)
- org — average per-step success (1)
- org — B Capital (1)
- org — BABA (1)
- org — BABA funding for AI. (1)
- plant — barstow,-texas (1)
- org — Bedrock (1)
- org — Beijing Humanoid Robot Innovation Center (1)
- org — BlackRock (1)
- plant — BMW Spartanburg (1)
- plant — bmw-spartanburg (1)
- plant — botq (1)
- org — Broadcom (1)
- org — Bronze medals won by Agibot. (1)
- plant — california-mega-factory (1)
- org — Cardinal Group (1)
- org — CareIT (1)
- org — Catalyst Brands (1)
- org — Cerebras (1)
- org — Changan (1)
- org — chemistry (1)
- org — Chery AiMOGA (1)
- org — China National Petroleum (1)
- org — China orders (1)
- org — China Southern Power Grid (1)
- org — China Telecom (1)
- regulator — china’s-ministry-of-industry-and-information-technology (1)
- regulator — chinese-regulators (1)
- org — Churchill Capital XI (1)
- org — Citic Securities (1)
- org — cleared transactions in 2025 (1)
- org — Closing stock price on debut (1)
- org — Cloudflare (1)
- org — commitment to data and compute for the next 12 months (1)
- org — committed orders (1)
- regulator — committee-on-foreign-investment-in-the-united-states-(cfius) (1)
- org — contracted orders (1)
- org — Cost of the GR-1 humanoid (1)
- org — cost of the humanoid robot (1)
- org — Cruise (1)
- org — cumulative funding (1)
- org — cumulative quadrupeds (1)
- org — current humanoid BOM (1)
- org — current share price (1)
- org — Cursor (1)
- org — Cursor valuation (1)
- org — CXMT's fundraising in Shanghai. (1)
- org — CXMT's IPO performance (1)
- org — CXMT's stock performance on debut. (1)
- org — d-Matrix (1)
- org — Datadog (1)
- org — Decart (1)
- org — Decart valuation (1)
- org — DeepgramAI (1)
- org — Delivery timeline for a data center. (1)
- plant — detroit (1)
- org — Dexmate (1)
- org — dextrous hands cost (1)
- org — Diligent Robotics (1)
- org — Din Tai Fung (1)
- org — DiscoLoopAI (1)
- org — DISCOVER Robotics (1)
- org — Dobot (1)
- regulator — doe (1)
- org — Dogotix (1)
- org — domestic AI chip inference cluster (1)
- org — DoorDash (1)
- org — Drones owned by the Pentagon (1)
- org — dual-arm payload (1)
- org — Dynamo Ventures (1)
- org — early capital (1)
- org — Eccentric Machines (1)
- org — Eptolink (1)
- org — Equinor (1)
- org — estimated revenue in 2026 (1)
- org — EU's AI strategy related to chip supply. (1)
- regulator — european-parliament (1)
- org — Exor Seeds (1)
- org — external funding round (1)
- org — FaradayFuture's investment (1)
- org — fiftyyears (1)
- org — Figure_robot (1)
- org — Figure_robot's commitment to data and compute (1)
- org — Flash (1)
- org — Forbes July BYD fleet claim (1)
- org — Forge private tape Aug 31 (1)
- org — FORT Robotics (1)
- org — Foxglove (1)
- org — full-size humanoid units (1)
- org — full-size humanoids revenue (1)
- org — full-year projections (1)
- org — Funding raised by XPeng Robotics. (1)
- org — GAC (1)
- org — Gaorong (1)
- plant — Geely Qiantang (1)
- org — General Motors (1)
- org — Generalist AI (1)
- org — Genesis AI (1)
- plant — georgia (1)
- plant — glen-cove (1)
- org — Global rollout target by 2029-2030. (1)
- org — global shipments (1)
- org — global shipments of humanoid robots (1)
- org — GMI (1)
- org — Gold medals won by Agibot. (1)
- org — GoldmanSachs (1)
- org — GOOG (1)
- org — Gritt (1)
- org — GrubMarket (1)
- regulator — guangxi-regional-government (1)
- plant — hangzhou (1)
- plant — hangzhou-yushu-technology (1)
- org — Hayward capacity (1)
- org — HBM prices. (1)
- org — Hecto (1)
- org — Hexagon Robotics (1)
- org — Highest stock price on debut (1)
- org — HK+Shanghai IPO proceeds YTD 2026 (1)
- regulator — hkex (1)
- plant — hmgma-georgia-plant (1)
- regulator — hong-kong (1)
- org — HongShan (1)
- org — Huawei (1)
- org — Humanoid (1)
- org — humanoid robot startups (1)
- org — Humanoid robots procurement (1)
- org — humanoid shipment (1)
- org — Hyundai Glovis (1)
- plant — Hyundai Metaplant America (1)
- org — Hyundai Mobis (1)
- org — Hyundai's robot plant capacity (1)
- org — implied bid, talks ongoing (1)
- org — Index uploads (1)
- org — industrial robots installed in China (1)
- org — industrial robots installed in the US (1)
- org — inference cost reduction (1)
- org — initial public offering (IPO) boom across Chinese stock markets (1)
- org — Initial stock price (1)
- org — Innolight (1)
- org — insider check (1)
- org — investment in Veeda (1)
- org — investment opportunity (1)
- org — Investor Interest (1)
- org — IPO price (1)
- org — IPO pricing (1)
- org — IRON (1)
- org — J.P. Morgan (1)
- org — Japan orders (1)
- org — Japan's postal service (1)
- org — JD Corporate (1)
- org — John Deere (1)
- plant — kia-georgia-plant (1)
- plant — lackawanna-energy-center (1)
- org — Lattice Semiconductor (1)
- org — Leju (1)
- org — Leju Robotics (1)
- org — LG Innotek (1)
- org — Li Auto (1)
- org — LITE (1)
- org — Longsys Electronics (1)
- plant — louisville-appliance-park (1)
- org — lowest stock price (1)
- org — Lowest stock price after debut (1)
- org — Madison Air (1)
- org — majority-stake talks valuation (1)
- org — MarathonMP (1)
- org — market share of Chinese firms in humanoids. (1)
- org — market size for Autonomous AI (1)
- org — market value drop (1)
- org — Max tasks available per day during the campaign. (1)
- org — mechanical integration of motors in robotic hands (1)
- org — Meituan (1)
- org — memory manufacturer capacity (1)
- org — Mentee acquisition (1)
- org — Mentee Robotics (1)
- org — Mercedes-Benz (1)
- org — Mercedes-Benz Group (1)
- org — MercedesBenz (1)
- org — Micron (1)
- regulator — MIIT (1)
- org — MIIT/SASAC commercial-use goal (1)
- org — Milk Road PRO (1)
- regulator — ministry-of-science-and-ict (1)
- org — Mitsubishi Electric (1)
- org — Mobileye (1)
- org — Moderna (1)
- org — Monthly production capacity for XPeng IRON. (1)
- org — Morgan Stanley (1)
- org — MorganStanley (1)
- org — Motherboard Labs (1)
- org — MP Materials (1)
- org — nat gas turbine production (1)
- org — National Council for Social Security Fund (1)
- regulator — national-development-and-reform-commission (1)
- org — NBIS (1)
- org — Nebius (1)
- org — NEO (1)
- plant — NEO Factory Hayward (1)
- org — NEO price (1)
- org — NeoSigma (1)
- org — NEURA (1)
- org — NEURA Robotics (1)
- org — NEURA valuation (1)
- org — new technical hires as part of union agreement (1)
- org — Niron Magnetics (1)
- org — non-full-size humanoid units (1)
- org — Noom (1)
- org — Norbert Health (1)
- org — North America orders (1)
- org — NotionHQ (1)
- org — Nscale IPO. (1)
- org — NSF (1)
- org — NSF award (1)
- org — Nucleus (1)
- org — Number of downloads of the Index platform. (1)
- org — opening jump (1)
- org — OpenRouter (1)
- org — OpenRouter valuation (1)
- org — operational stock of industrial robots in China (1)
- org — operational stock of industrial robots in the US (1)
- org — Oracle (1)
- org — Orders for NEO (1)
- org — OUST (1)
- org — outsetcap (1)
- org — Overseas Sales (1)
- org — Owkin (1)
- org — Parkway Venture Capital (1)
- org — Parkway Venture Capital ranking (1)
- org — PaXini (1)
- org — PaXini claimed run, unverified (1)
- org — PaXini March round USD equivalent as cited (1)
- org — payments made through Index (1)
- org — payouts (1)
- org — Peak6 (1)
- org — PEAQ (1)
- regulator — pennsylvania-governor-josh-shapiro (1)
- org — percentage drop in shares (1)
- org — percentage increase in revenue (1)
- org — performance requirements for humanoid robotic hands (1)
- org — Personal investment by XPENG founder and co-president (1)
- org — Pink Robotics (1)
- org — PokeBot (1)
- org — Pollen (1)
- org — Pollen Robotics (1)
- plant — portsmouth-site (1)
- org — pre-orders (1)
- org — price (1)
- org — prior raise ask (1)
- org — private-market mark (1)
- org — Qiming VC (1)
- org — Red Cat Holdings (1)
- org — REK (1)
- org — Renault (1)
- org — retail demand (1)
- org — Rivian (1)
- plant — robofab (1)
- org — RoboFab annual capacity (1)
- plant — RoboFab Salem (1)
- org — RoboStrategy, Inc. (1)
- org — robot production capacity (1)
- org — robot production in China (1)
- plant — robot-park (1)
- org — Robotera (1)
- org — robots shipped last year (1)
- org — SAIC (1)
- org — Samsung Electro Mechanics (1)
- plant — San Carlos (1)
- org — Saronic (1)
- regulator — SASAC (1)
- org — Seeed Studio (1)
- org — sensing cost (1)
- org — Seres (1)
- org — Series A funding (1)
- org — Serve Robotics (1)
- plant — shanghai-stock-exchange (1)
- org — Sharpa Robotics (1)
- org — Shield AI (1)
- org — Silver medals won by Agibot. (1)
- org — SKF (1)
- org — SKHY Indiana packaging plant. (1)
- org — Skydio (1)
- regulator — south-korea-ministry-of-planning-and-budget (1)
- org — SpaceX IPO funding (1)
- plant — spartanburg (1)
- org — SPCX (1)
- org — STAR YTD proceeds (1)
- plant — star-market (1)
- org — Starlink (1)
- org — Starlink Mobile expansion (1)
- org — structure cost (1)
- org — Sungrow (1)
- org — Suzhou Leader Harmonious Drive Systems Co., Ltd. (1)
- plant — taiwan (1)
- org — targeted public raise (1)
- plant — taylor,-texas (1)
- org — technia (1)
- org — teleoperation hours (1)
- org — Tencent Global (1)
- org — Tencent Holdings (1)
- org — Top vendor positions in global humanoid shipments. (1)
- org — Total campaign rewards (1)
- org — Total capital raised (1)
- org — Total humanoid shipments from China in H1 2026. (1)
- org — total humanoids sold worldwide in 2025. (1)
- org — total memory SAM per unit (1)
- org — Total number of videos collected by Index. (1)
- org — total paid out (1)
- org — total payment (1)
- org — Total points per reward cycle. (1)
- org — Total points reserved for Binance Keyless Wallet users. (1)
- org — Total robotic systems procurement (1)
- org — total robots shipped (1)
- org — Toyota Motor Manufacturing Canada (1)
- org — transaction valuation (1)
- org — TRON 2 (1)
- regulator — u.s.-federal-communications-commission (1)
- org — Uber (1)
- org — UBTECH Robotics (1)
- org — unit price for humanoid robots (1)
- org — units sold (1)
- regulator — usg (1)
- org — UT Austin (1)
- org — VAC (1)
- org — valuation of 1X (1)
- org — Valuation of XPENG's robotics business. (1)
- org — Veeda (1)
- org — vercel (1)
- org — videos uploaded (1)
- org — wafer (1)
- org — Wafer's funding announcement. (1)
- org — Wandercraft (1)
- org — Wayve (1)
- org — weekly active users (1)
- org — weight handled by humanoid robots in manufacturing. (1)
- org — Wing_VC (1)
- org — Wonik Robotics (1)
- org — X-Humanoid (1)
- org — xAI (1)
- org — Xiaomi (1)
- org — Xinhua production claim 2026 (1)
- org — xmaquina (1)
- org — XPeng robotics funding (1)
- org — Xpeng robotics post-money (1)
- org — Xpeng robotics unit raise (1)
- org — XPENG_Global (1)
- org — XPENG_Global Robotics (1)
- org — XPENG_Global's funding (1)
- org — XPENG's funding. (1)
- org — XPENG's robotics funding (1)
- org — Xpeng’s robotics unit raised (1)
- org — Yangtze OF (1)
- org — ycombinator (1)
- org — yuan first-day high (1)
- org — yuan midday market value (1)
- org — yuan Monday low (1)
- org — Zhipu's AI path (1)
- org — ZiNovaLabs (1)
- org — 三菱電機 (1)
- org — 出資 (1)
- regulator — 国家发展改革委 (1)
- org — 宇树科技 market value. (1)
- org — 宇树科技 share price on August 24 (1)
- org — 宇树科技（Unitree Robotics) (1)
- org — 市值缩水 (1)
- org — 燈がアスターに出資する計画 (1)

## Who captures

- Unitree (40)
- SoftBank (20)
- Figure (18)
- Agility (15)
- NVIDIA (11)
- Tesla (8)
- a16z (4)
- 1X (4)
- XPeng (4)
- Apptronik (4)
- Hyundai (4)
- OpenAI (3)
- @smsehy (3)
- SpaceX (3)
- UnitreeRobotics (3)
- Zhipu (3)
- Veeda AI (3)
- Axis Robotics (3)
- 宇树科技 (3)
- @BillHughesDC (2)
- Moonshot AI (2)
- @pstAsiatech (2)
- Harmonic Drive (2)
- boston-dynamics (2)
- 燈 (2)
- https://www.facebook.com/48576411181 (2)
- XPeng Motors (2)
- Skild AI (2)
- @fuelmeupcc (2)
- UBTech (2)
- AMI Labs (2)
- Apple (1)
- Seeed Studio (1)
- Broadcom (1)
- Longsys Electronics (1)
- Thinking Machines Lab (1)
- Samsung (1)
- @Newsforce (1)
- Wandercraft (1)
- GE Appliances (1)
- @logical_traderr (1)
- Leaderdrive (1)
- ZiNovaLabs (1)
- Andreessen Horowitz (1)
- Norbert Health (1)
- @gdubon007 (1)
- Parkway Venture Capital (1)
- wafer (1)
- @tphuang (1)
- CXMT (1)
- Asimov (1)
- technia (1)
- Fourier Intelligence (1)
- @frontrunvc (1)
- SHEIN (1)
- Chery Automobile (1)
- Goldman Sachs (1)
- UBTECH Robotics (1)
- 宇树科技（Unitree Robotics) (1)
- https://x.com/HumanoidsHQ (1)
- Hugging Face (1)
- @techniahqrobot (1)
- https://x.com/GoingBallistic5 (1)
- XPENG Robotics (1)
- Mitsubishi Electric (1)
- @antopatrex1 (1)
- Dyna Robotics (1)
- UT Austin (1)
- Humanoid (1)
- Hyundai Motor Group (1)
- Dynamo Ventures (1)
- @MilkRoadRobotix (1)
- Google (1)
- @dredgefactory (1)
- @ParadisLabs (1)
- https://x.com/adcock_brett (1)
- X-Humanoid (1)
- RoboStrategy, Inc. (1)
- Agility Robotics / CCXI (1)
- Diligent Robotics (1)

## Sourced numbers

- **Gimlet Labs:** $300M
  - _"We're thrilled to lead a $300M investment in Gimlet Labs."_
  - Source: [@a16z on X](https://x.com/a16z/status/2095905665516736760)
- **Gimlet Labs:** $300M
  - _"We're thrilled to lead a $300M investment in Gimlet Labs."_
  - Source: [@a16z on X](https://x.com/a16z/status/2095904215969477103)
- **Amkor:** $1.5billion
  - _"Nvidia already prepaid them $1.5 billion to lock capacity."_
  - Source: [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2095901225816318336)
- **Thinking Machines Lab:** $1billion
  - _"Thinking Machines Lab is in talks to raise $1 billion at a $40 billion pre-money valuation, according to The Information."_
  - Source: [@stretchcloud on X](https://x.com/stretchcloud/status/2095624626084716955)
- **Thinking Machines Lab:** $1billion
  - _"Thinking Machines Lab is in talks to raise $1 billion at a $40 billion pre-money valuation, according to The Information."_
  - Source: [@stretchcloud on X](https://x.com/stretchcloud/status/2095624626084716955)
- **Hugging Face:** $12,900,000,000
  - _"Nvidia just agreed to acquire Hugging Face for $12,900,000,000"_
  - Source: [@joinautopilot on X](https://x.com/joinautopilot/status/2095542382175416775)
- **Figure:** $0
  - _"While its easy to see that Nvidia has invested more money into Figure and come to the conclusion that they have a higher conviction level in Figure over Agility."_
  - Source: [@CrossedOffCap on X](https://x.com/CrossedOffCap/status/2095532892017340449)
- **XPENG_Global Robotics:** $900M
  - _"@XPENG_Global Robotics raised $ 900M+."_
  - Source: [@Biti8888 on X](https://x.com/Biti8888/status/2095396766870827162)
- **Unitree:** $33billion
  - _"Unitree lost about $33 billion in market value in just 11 trading days."_
  - Source: [@techniahqrobot on X](https://x.com/techniahqrobot/status/2095252981147140443)
- **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."_
  - Source: [@Newsforce on X](https://x.com/Newsforce/status/2095246383347372275)
- **global shipments:** 22,000 units
  - _"Global shipments surpassed 22,000 units in H1 2026—nearly 300% year-over-year growth."_
  - Source: [@engineeredarts_ on X](https://x.com/engineeredarts_/status/2095123552077033589)
- **full-year projections:** 50,000 units
  - _"Full-year projections now exceed 50,000."_
  - Source: [@engineeredarts_ on X](https://x.com/engineeredarts_/status/2095123552077033589)
- **Tesla Optimus V3 mass production:** 1,000,000 units
  - _"Tesla Optimus V3 has entered mass production with a target of 1 million units annually."_
  - Source: [@engineeredarts_ on X](https://x.com/engineeredarts_/status/2095123552077033589)
- **XPeng robotics funding:** $900million
  - _"XPeng's robotics arm closed over $900 million in Series A funding."_
  - Source: [@engineeredarts_ on X](https://x.com/engineeredarts_/status/2095123552077033589)
- **Starlink Mobile expansion:** 4 units
  - _"BREAKING: SpaceX and 4iG sign a first-of-its-kind European partnership to expand @Starlink Mobile across four countries."_
  - Source: [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](https://x.com/elonmusk/status/2095223438252413175)
- **Net Profit:** $70.1
  - _"attributable net profit rose 31.25% to RMB70.1 million."_
  - Source: [Leaderdrive Approves Hong Kong H-Share Plan, but HKEX Filing Is Not Yet Verified - Humanoid Analytics](https://x.com/HumanoidAn/status/2095159938821865700)
- **Overseas Sales:** $50.9
  - _"Overseas sales were RMB50.9 million, only about 14.6% of group revenue."_
  - Source: [Leaderdrive Approves Hong Kong H-Share Plan, but HKEX Filing Is Not Yet Verified - Humanoid Analytics](https://x.com/HumanoidAn/status/2095159938821865700)
- **XPENG:** $900M
  - _"XPENG raised more than $900M at a $6.3B valuation."_
  - Source: [XMAQUINA on X: "Humanoid Digest: August

Another humanoid company made its public market debut this month, while the World Humanoid Robot Games in Beijing delivered another successful showcase for the industry.

Here’s what happened 🧵" / X](https://x.com/xmaquina/status/2095059161176482257)
- **TRON 2:** 1 units
  - _"TRON 2 serves as a modular and extensible embodied robotic platform for multi-tool, multi-step tasks across large workspaces."_
  - Source: [LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows.

@ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, includi… / X](https://x.com/chris_j_paxton/status/2095114381818253768)
- **AI and humanoid revenue:** $1.9
  - _"AI and humanoid revenue goes from 1.9bn yen to 13.3bn by FY2030."_
  - Source: [@BitsWattsDesk on X](https://x.com/BitsWattsDesk/status/2094956930775253329)
- **North America orders:** $1.4
  - _"North America 1.4 to 8.4."_
  - Source: [@BitsWattsDesk on X](https://x.com/BitsWattsDesk/status/2094956930775253329)
- **Japan orders:** $0.2
  - _"Japan 0.2 to 4.3."_
  - Source: [@BitsWattsDesk on X](https://x.com/BitsWattsDesk/status/2094956930775253329)
- **China orders:** $0.3
  - _"China 0.3 to 0.6."_
  - Source: [@BitsWattsDesk on X](https://x.com/BitsWattsDesk/status/2094956930775253329)
- **Andreessen Horowitz fifth growth fund:** $8.5B
  - _"Andreessen Horowitz expanded its fifth growth fund to $8.5B, adding $1.75B since January's $6.75B close."_
  - Source: [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](https://x.com/Aquaforge_X/status/2094945710726897816)
- **Tesla's future valuation due to autonomy and robotic taxis.:** $5trillion
  - _"I agree with Ark Invest and Cathie Wood that autonomy, robotic taxis, makes Tesla about a $5 trillion company."_
  - Source: [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](https://x.com/VanEmmerickKris/status/2094940383725715495)
- **Tesla's future valuation due to the Optimus robot.:** $25trillion
  - _"The Optimus robot, I think, makes Tesla a $25 trillion company."_
  - Source: [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](https://x.com/VanEmmerickKris/status/2094940383725715495)
- **Series A funding:** $14million
  - _"Norbert Health, a Brooklyn-based company that turns robotic hardware into autonomous nursing assistants, raised a US$14 million Series A announced September 1, 2026."_
  - Source: [Norbert Health Raises US$14 Million Series A for Autonomous Robotic Nursing Assistants](https://www.theinvestorsociety.com/p/537ce184-44e5-47ce-b01d-9cf5fdf15a52)
- **Total capital raised:** $19million
  - _"The financing brings total capital raised to US$19 million."_
  - Source: [Norbert Health Raises US$14 Million Series A for Autonomous Robotic Nursing Assistants](https://www.theinvestorsociety.com/p/537ce184-44e5-47ce-b01d-9cf5fdf15a52)
- **initial public offering (IPO) boom across Chinese stock markets:** $54billion
  - _"a combined $54 billion raised in 2026."_
  - Source: [@gdubon007 on X](https://x.com/gdubon007/status/2094935372648046654)
- **Parkway Venture Capital ranking:** 1 units
  - _"Congrats to Parkway Venture Capital for #1 on the emerging VC ranking!"_
  - Source: [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](https://x.com/adcock_brett/status/2094886658625994978)
- **humanoid robot startups:** $8.6B
  - _"Humanoid robot startups raised $8.6B this year."_
  - Source: [@HumanoidsHQ on X](https://x.com/HumanoidsHQ/status/2094871999176728771)
- **UBTech:** 1,079 units
  - _"1,079 humanoids shipped in 2025 to Foxconn, BYD and Airbus."_
  - Source: [@HumanoidsHQ on X](https://x.com/HumanoidsHQ/status/2094871999176728771)
- **AgiBot:** 8,400 units
  - _"8,400 units shipped in H1 2026."_
  - Source: [@HumanoidsHQ on X](https://x.com/HumanoidsHQ/status/2094871999176728771)
- **Figure:** 90,000 units
  - _"a BMW pilot that has handled 90,000+ parts."_
  - Source: [@HumanoidsHQ on X](https://x.com/HumanoidsHQ/status/2094871999176728771)
- **Wafer's funding announcement.:** $40M
  - _"We’re excited to announce that we’ve raised a $40M Series A!"_
  - Source: [wafer on X: "We’re excited to announce that we’ve raised a $40M Series A!

co-led by @MarathonMP and @chemistry, with participation from @Wing_VC, @AMD Ventures, @outsetcap, @fiftyyears, and @ycombinator, and our existing investors doubling down on @wafer_ai. we are also joined by an incredible lis… / X](https://x.com/frontrunvc/status/2094841271244247488)
- **estimated revenue in 2026:** $2,900,000,000
  - _"FactSet-estimated revenue ramp from RMB 2.9bn in 2026E to RMB 4.9bn in 2027E."_
  - Source: [@OptionKing666 on X](https://x.com/OptionKing666/status/2094638592253370646)
- **Unitree:** 5,500 units
  - _"The Chinese maker shipped 5,500 humanoids in 2025 and turned a profit."_
  - Source: [@investingvc on X](https://x.com/investingvc/status/2094621936265376080)
- **AI chip inference cluster:** 100,000 units
  - _"It already has 100k domestic AI chip inference cluster & plan to increase significantly over next 6 months."_
  - Source: [tphuang on X: "GLM-6 disclosed - more parameter & lower activation ratio & inference cost & improved post training expected. Model to make self training decisions

Expecting significant increased domestic compute addition in next 3 to 6 months. Using self owned, leased & purchased c… / X](https://x.com/tphuang/status/2094601178684264502)
- **tokens processed:** 62,000,000 units
  - _"It did 62T tokens in 6 days w/ Ox Alpha"_
  - Source: [tphuang on X: "GLM-6 disclosed - more parameter & lower activation ratio & inference cost & improved post training expected. Model to make self training decisions

Expecting significant increased domestic compute addition in next 3 to 6 months. Using self owned, leased & purchased c… / X](https://x.com/tphuang/status/2094601178684264502)
- **domestic AI chip inference cluster:** 100,000 units
  - _"It already has 100k domestic AI chip inference cluster & plan to increase significantly over next 6 months."_
  - Source: [@tphuang on X](https://x.com/tphuang/status/2094601174422855998)
- **tokens processed:** 62,000 units
  - _"It did 62T tokens in 6 days w/ Ox Alpha"_
  - Source: [@tphuang on X](https://x.com/tphuang/status/2094601174422855998)
- **inference cost reduction:** $80
  - _"inference cost has dropped 80% since start of yr"_
  - Source: [@tphuang on X](https://x.com/tphuang/status/2094601174422855998)
- **AI chip inference cluster:** 100,000 units
  - _"It already has 100k domestic AI chip inference cluster & plan to increase significantly over next 6 months."_
  - Source: [tphuang on X: "How it views its own models in terms of the kind of tasks them can do. GLM-5.3 in terms of long time horizon work is still short of 1 wk, need at least 1 month to be autonomous.

Flash is the 1st one to use domestic chips & have low cost + intelligence to support long tasks." / X](https://x.com/tphuang/status/2094601170102747138)
- **tokens processed:** 62,000 units
  - _"It did 62T tokens in 6 days w/ Ox Alpha"_
  - Source: [tphuang on X: "How it views its own models in terms of the kind of tasks them can do. GLM-5.3 in terms of long time horizon work is still short of 1 wk, need at least 1 month to be autonomous.

Flash is the 1st one to use domestic chips & have low cost + intelligence to support long tasks." / X](https://x.com/tphuang/status/2094601170102747138)
- **market size for Autonomous AI:** $30,000,000,000
  - _"last step having 30T mkt size according to Show more"_
  - Source: [tphuang on X: "How it views its own models in terms of the kind of tasks them can do. GLM-5.3 in terms of long time horizon work is still short of 1 wk, need at least 1 month to be autonomous.

Flash is the 1st one to use domestic chips & have low cost + intelligence to support long tasks." / X](https://x.com/tphuang/status/2094601170102747138)
- **Zhipu's AI path:** $30,000,000,000
  - _"last step having 30T mkt size according to them"_
  - Source: [@tphuang on X](https://x.com/tphuang/status/2094601165707034939)
- **implied bid, talks ongoing:** $6B
  - _"negotiating a roughly $6B implied bid for humanoid-robotics firm 1X Technologies"_
  - Source: [TradingView weekly recap: SoftBank ~$6B implied bid for 1X majority (talks ongoing)](https://www.tradingview.com/news/tradingview:a64c34ba7b051:0-weekly-recap-1x-technologies-acquisition-talks-and-sb-energy-ipo-filings/)
- **STAR YTD proceeds:** ~$14B
  - _"~$14B raised on STAR YTD"_
  - Source: [@pstAsiatech on X](https://x.com/pstAsiatech/status/2094536120793268698)
- **committed orders:** $300M
  - _"$300M+ in committed multi-year orders"_
  - Source: [@slinkyhammer on X](https://x.com/slinkyhammer/status/2094524101612245439)
- **robot production capacity:** 10,000 units
  - _"Capacity to eventually produce up to 10,000 robots annually"_
  - Source: [@slinkyhammer on X](https://x.com/slinkyhammer/status/2094524101612245439)
- **Unitree's IPO performance.:** $40
  - _"Unitree has already dropped more than 40% from its debut high."_
  - Source: [@HermesAtGoke on X](https://x.com/HermesAtGoke/status/2094523531904024764)
- **pre-orders:** 10,000 units
  - _"It received over 10,000 orders within the first week, according to 1X, but no robots have yet been delivered to customers."_
  - Source: [@pstAsiatech on X](https://x.com/pstAsiatech/status/2094495356025483563)
- **humanoids shipped by Figure:** 1,000 units
  - _"has already shipped 1,000+ humanoids."_
  - Source: [@Astra1Byte on X](https://x.com/Astra1Byte/status/2094493801410662483)
- **assembly time:** 20 hrs
  - _"Total assembly time is estimated at around 20 hours."_
  - Source: [The Humanoid Hub on X: "Asimov 1 has begun first shipments.

The DIY kit is aimed at developers, researchers and hobbyists who want an affordable humanoid platform.

Total assembly time is estimated at around 20 hours. Price: $20k." / X](https://x.com/TheHumanoidHub/status/2094472778087113164)
- **price:** $20k
  - _"Price: $20k."_
  - Source: [The Humanoid Hub on X: "Asimov 1 has begun first shipments.

The DIY kit is aimed at developers, researchers and hobbyists who want an affordable humanoid platform.

Total assembly time is estimated at around 20 hours. Price: $20k." / X](https://x.com/TheHumanoidHub/status/2094472778087113164)
- **出資:** $300,000,000
  - _"今後も3年間で300億〜400億円を投じ..."_
  - Source: [東大発の燈、秋田のモーター製造アスターに出資　フィジカルAIに3年で300億円 - 日本経済新聞](https://www.nikkei.com/article/DGXZQOUC26B5L0W6A820C2000000)
- **燈がアスターに出資する計画:** $300,000,000
  - _"今後も3年間で300億〜400億円を投じ..."_
  - Source: [東大発の燈、秋田のモーター製造アスターに出資　フィジカルAIに3年で300億円 - 日本経済新聞](https://x.com/HiroakiSait/status/2094536728916926881)
- **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."_
  - Source: [@ruima on X](https://x.com/ruima/status/2094468785591964066)
- **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."_
  - Source: [@ruima on X](https://x.com/ruima/status/2094468785591964066)
- **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."_
  - Source: [@ruima on X](https://x.com/ruima/status/2094468785591964066)
- **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."_
  - Source: [@ruima on X](https://x.com/ruima/status/2094468785591964066)
- **Cost of the GR-1 humanoid:** $125,000
  - _"Shanghai-based Fourier Intelligence deployed their $125,000 GR-1 humanoid onto public transit to assist an elderly citizen."_
  - Source: [@rich_odinn on X](https://x.com/rich_odinn/status/2094456459006214553)
- **Agility SPAC valuation:** $2.5billion
  - _"go public via SPAC at $2.5 billion valuation"_
  - Source: [Agility: Digit at Amazon/Toyota/GXO; SPAC path at $2.5B; RoboFab 10k/yr](https://www.chronline.com/stories/oregon-robotics-company-says-the-industry-needs-a-reality-check-i-really-want-to-pop-that,407333)
- **targeted public raise:** $600million
  - _"raising another $600 million publicly"_
  - Source: [Agility: Digit at Amazon/Toyota/GXO; SPAC path at $2.5B; RoboFab 10k/yr](https://www.chronline.com/stories/oregon-robotics-company-says-the-industry-needs-a-reality-check-i-really-want-to-pop-that,407333)
- **early capital:** ~$390million
  - _"~$390 million from early investors"_
  - Source: [Agility: Digit at Amazon/Toyota/GXO; SPAC path at $2.5B; RoboFab 10k/yr](https://www.chronline.com/stories/oregon-robotics-company-says-the-industry-needs-a-reality-check-i-really-want-to-pop-that,407333)
- **Digit lifetime cost:** $400,000
  - _"Digit costs about $400,000 to buy and operate over its lifetime"_
  - Source: [Agility: Digit at Amazon/Toyota/GXO; SPAC path at $2.5B; RoboFab 10k/yr](https://www.chronline.com/stories/oregon-robotics-company-says-the-industry-needs-a-reality-check-i-really-want-to-pop-that,407333)
- **RoboFab annual capacity:** 10,000 units
  - _"RoboFab in Salem capable of producing 10,000 robots a year"_
  - Source: [Agility: Digit at Amazon/Toyota/GXO; SPAC path at $2.5B; RoboFab 10k/yr](https://www.chronline.com/stories/oregon-robotics-company-says-the-industry-needs-a-reality-check-i-really-want-to-pop-that,407333)
- **Agility spend last year:** $100million
  - _"spent about $100 million last year"_
  - Source: [Agility: Digit at Amazon/Toyota/GXO; SPAC path at $2.5B; RoboFab 10k/yr](https://www.chronline.com/stories/oregon-robotics-company-says-the-industry-needs-a-reality-check-i-really-want-to-pop-that,407333)
- **@ycombinator fall cohort companies:** 5 units
  - _"5 @ycombinator fall cohort companies across Compute, Energy, Hardware and DevTools."_
  - Source: [@frontrunvc on X](https://x.com/frontrunvc/status/2094448223775494221)
- **opening price:** $1,100
  - _"宇树科技上市首日最高以 1,100 元开盘，较发行价暴涨超过 600%。"_
  - Source: [@XBITDEX_ZH on X](https://x.com/XBITDEX_ZH/status/2094438791729856578)
- **lowest stock price:** $555.8
  - _"仅仅 9 个交易日后，股价最低已经来到 555.80 元，距离上市开盘价几乎腰斩。"_
  - Source: [@XBITDEX_ZH on X](https://x.com/XBITDEX_ZH/status/2094438791729856578)
- **IPO price:** $150.8
  - _"但即便如此，目前股价仍比 150.80 元的 IPO 发行价高约 275%。"_
  - Source: [@XBITDEX_ZH on X](https://x.com/XBITDEX_ZH/status/2094438791729856578)
- **HK+Shanghai IPO proceeds YTD 2026:** $54B
  - _"HK+Shanghai IPO proceeds >$54B YTD 2026"_
  - Source: [China AI IPO boom: Unitree Shanghai debut +460%, then >40% off peak](https://fortune.com/2026/08/31/chinas-ai-ipo-boom-shein/)
- **humanoid robots:** 5,000 units
  - _"The company shipped more than 5,000 humanoid units in 2025."_
  - Source: [Unitree Robotics stock soars 460% in Shanghai IPO debut](https://x.com/Innov8_Energy/status/2094425136325697819)
- **IPO proceeds:** $905million
  - _"bringing in approximately 6.1 billion yuan ($905 million) in total proceeds."_
  - Source: [Unitree Robotics stock soars 460% in Shanghai IPO debut](https://x.com/Innov8_Energy/status/2094425136325697819)
- **company valuation:** $50billion
  - _"The closing price values Unitree at roughly $50 billion, according to Reuters."_
  - Source: [Unitree Robotics stock soars 460% in Shanghai IPO debut](https://x.com/Innov8_Energy/status/2094425136325697819)
- **net profit:** $278.21
  - _"the company posted a net profit of 278.21 million yuan in 2025, according to its prospectus."_
  - Source: [Unitree Robotics stock soars 460% in Shanghai IPO debut](https://x.com/Innov8_Energy/status/2094425136325697819)
- **EU's AI strategy related to chip supply.:** $0
  - _"The E.U.’s AI Drive Undermines Its ​Own Chip Strategy"_
  - Source: [Europe’s AI Drive Outpaces a Fragile Chip Supply Chain - IEEE Spectrum](https://spectrum.ieee.org/europes-ai-drive)
- **1X Technologies:** $6billion
  - _"SoftBank is in talks to acquire a majority stake in humanoid robotics company 1X Technologies at a $6 billion valuation."_
  - Source: [SoftBank in talks for majority stake in humanoid maker 1X at $6bn… | Newnex](https://x.com/NewnexHQ/status/2094441375047512559)
- **@mushman1970 2094416619275473057:** $90M
  - _"$90M"_
  - Source: [Veeda AI Raises $90M Seed to Build "The Matrix" for Physical AI - WOWTALE](https://x.com/mushman1970/status/2094416619275473057)
- **majority-stake talks valuation:** $6billion
  - _"SoftBank is in talks for a majority stake in OpenAI-backed 1X Technologies at about a $6 billion valuation"_
  - Source: [1X SoftBank recap: majority talks at ~$6B vs prior $10B ask; NEO Hayward 10k/yr](https://startupfortune.com/softbank-is-negotiating-to-buy-majority-control-of-humanoid-maker-1x-at-a-6-billion-discount/)
- **prior raise ask:** $1billion
  - _"1X tried last fall to raise $1 billion at a $10 billion valuation and raised less than half that target"_
  - Source: [1X SoftBank recap: majority talks at ~$6B vs prior $10B ask; NEO Hayward 10k/yr](https://startupfortune.com/softbank-is-negotiating-to-buy-majority-control-of-humanoid-maker-1x-at-a-6-billion-discount/)
- **NEO price:** $20,000
  - _"NEO preorders opened Oct 28, 2025 at $20,000 outright or $499/month with a $200 deposit"_
  - Source: [1X SoftBank recap: majority talks at ~$6B vs prior $10B ask; NEO Hayward 10k/yr](https://startupfortune.com/softbank-is-negotiating-to-buy-majority-control-of-humanoid-maker-1x-at-a-6-billion-discount/)
- **Hayward capacity:** 10,000 units
  - _"designed for 10,000 NEO units/year at first, targeting more than 100,000 annually by end-2027"_
  - Source: [1X SoftBank recap: majority talks at ~$6B vs prior $10B ask; NEO Hayward 10k/yr](https://startupfortune.com/softbank-is-negotiating-to-buy-majority-control-of-humanoid-maker-1x-at-a-6-billion-discount/)
- **humanoids:** 1,000 units
  - _"has built 1,000+ humanoids"_
  - Source: [Biti8 on X: "Four years ago, @Figure_robot didn’t even have a robot.

Today, it’s valued at $39B, has built 1,000+ humanoids, deployed robots at BMW, built its own AI models, manufacturing infrastructure and a global data collection network.

What impresses me most is the speed.

Figure isn’t build… / X](https://x.com/adcock_brett/status/2094462666798723307)
- **Agility operations spending:** $100million
  - _"it says it spent about $100 million last year on operations."_
  - Source: [Oregon robotics company says the industry needs a reality check: ‘I really want to pop that bubble’ - oregonlive.com](https://x.com/agilityrobotics/status/2094466317411872857)
- **CXMT's fundraising in Shanghai.:** $8.6B
  - _"MEMORY CHIPMAKER CXMT RAISED $8.6B IN SHANGHAI"_
  - Source: [@CoinCoachSignal on X](https://x.com/CoinCoachSignal/status/2094387424139104675)
- **CXMT's stock performance on debut.:** 466 units
  - _"JUMPED 466% ON DEBUT."_
  - Source: [@CoinCoachSignal on X](https://x.com/CoinCoachSignal/status/2094387424139104675)
- **investment opportunity:** 1 units
  - _"AiMOGA's standalone IPO would offer a new public market avenue to invest in China's rapidly growing humanoid robotics industry through a Chery-controlled company."_
  - Source: [The humanoid robot sector continues to have a breakout year (HUMN:BATS) | Seeking Alpha](https://seekingalpha.com/news/4638077-the-humanoid-robot-sector-continues-to-have-a-breakout-year)
- **total memory SAM per unit:** $250
  - _"we see a SAM range of between $250-$350 for DRAM and $350-$450 for NAND, for a total memory SAM of between $600-$800 or more per unit."_
  - Source: [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094366980014739648)
- **market value drop:** $21,880,000,000
  - _"wiping roughly 218.8 billion yuan off its peak market value."_
  - Source: [@jiemian_news on X](https://x.com/jiemian_news/status/2094355048415555668)
- **current share price:** $83.2
  - _"trading at 559.11 yuan (US$83.2) by the midday close"_
  - Source: [@jiemian_news on X](https://x.com/jiemian_news/status/2094355048415555668)
- **percentage drop in shares:** 49 units
  - _"down about 49% from the 1,100 yuan opening price"_
  - Source: [@jiemian_news on X](https://x.com/jiemian_news/status/2094355048415555668)
- **IPO pricing:** $150.8
  - _"Unitree Robotics opened around 1,100 yuan after pricing its Shanghai STAR Market IPO at 150.80 yuan."_
  - Source: [@tom_dallimore on X](https://x.com/tom_dallimore/status/2094338700058730728)
- **opening jump:** 600 units
  - _"That’s a >600% jump at the open for a humanoid-robot maker known for robots that dance, run and backflip."_
  - Source: [@tom_dallimore on X](https://x.com/tom_dallimore/status/2094338700058730728)
- **retail demand:** 8,000 units
  - _"Retail demand reportedly reaching 5,500–8,000x is another."_
  - Source: [@tom_dallimore on X](https://x.com/tom_dallimore/status/2094338700058730728)
- **Number of humanoids built by Figure.:** 1,000 units
  - _"has built more than 1,000 humanoids"_
  - Source: [How Figure Became the Biggest Name in Robotics | XMAQUINA DAO](https://x.com/xmaquina/status/2094334389979373824)
- **Number of BMW X3s produced with Figure's help.:** 30,000 units
  - _"contributed to the production of 30,000 BMW X3s."_
  - Source: [How Figure Became the Biggest Name in Robotics | XMAQUINA DAO](https://x.com/xmaquina/status/2094334389979373824)
- **Number of downloads of the Index platform.:** 264,000 units
  - _"Index had already reached 264,000 downloads across 108 countries"_
  - Source: [How Figure Became the Biggest Name in Robotics | XMAQUINA DAO](https://x.com/xmaquina/status/2094334389979373824)
- **Total number of videos collected by Index.:** 16,000,000 units
  - _"collected 16 million videos."_
  - Source: [How Figure Became the Biggest Name in Robotics | XMAQUINA DAO](https://x.com/xmaquina/status/2094334389979373824)
- **Total humanoid shipments from China in H1 2026.:** 40,000 units
  - _"China humanoid shipments exceed 40,000 in H1 2026 — 97% global share"_
  - Source: [Humanoid Robots News | AI Breakthroughs, Robotics Trends & Synthetic Updates](https://x.com/OperationsPLS/status/2094322144486539766)
- **Monthly production capacity for XPeng IRON.:** 1,000 units
  - _"1,000+ monthly capacity targeted"_
  - Source: [Humanoid Robots News | AI Breakthroughs, Robotics Trends & Synthetic Updates](https://x.com/OperationsPLS/status/2094322144486539766)
- **Funding raised by XPeng Robotics.:** $900M
  - _"XPeng Robotics raises $900M at $6.3B valuation"_
  - Source: [Humanoid Robots News | AI Breakthroughs, Robotics Trends & Synthetic Updates](https://x.com/OperationsPLS/status/2094322144486539766)
- **Agility's Digit's operation hours:** 65000 hrs
  - _"Agility’s Digit already accumulating 65,000+ hours of real-world operation."_
  - Source: [@Tanminhday on X](https://x.com/Tanminhday/status/2094317736214372428)
- **full-size humanoid units:** 921 units
  - _"The company delivered 921 full-size humanoid units and 15,202 non-full-size units in H1 2026, totaling 16,123 robots shipped across its portfolio."_
  - Source: [UBTECH Reports 104% Revenue Surge in H1 2026 as Full-Size Humanoids Drive Growth | Humanoids Daily](https://x.com/humanoidsdaily/status/2094362979324088739)
- **non-full-size humanoid units:** 15,202 units
  - _"The company delivered 921 full-size humanoid units and 15,202 non-full-size units in H1 2026, totaling 16,123 robots shipped across its portfolio."_
  - Source: [UBTECH Reports 104% Revenue Surge in H1 2026 as Full-Size Humanoids Drive Growth | Humanoids Daily](https://x.com/humanoidsdaily/status/2094362979324088739)
- **total robots shipped:** 16,123 units
  - _"The company delivered 921 full-size humanoid units and 15,202 non-full-size units in H1 2026, totaling 16,123 robots shipped across its portfolio."_
  - Source: [UBTECH Reports 104% Revenue Surge in H1 2026 as Full-Size Humanoids Drive Growth | Humanoids Daily](https://x.com/humanoidsdaily/status/2094362979324088739)
- **percentage increase in revenue:** 104.1 hrs
  - _"Revenue doubled year-over-year to RMB 1.27 billion (approx. $188.8 million), while net losses narrowed by 23% to RMB 339 million ($50.4 million)."_
  - Source: [UBTECH Reports 104% Revenue Surge in H1 2026 as Full-Size Humanoids Drive Growth | Humanoids Daily](https://x.com/humanoidsdaily/status/2094362979324088739)
- **full-size humanoids revenue:** $87.8million
  - _"Revenue from full-size humanoids jumped 1,445% year-over-year to RMB 590 million (approx. $87.8 million), up from just RMB 37.9 million during the same period in 2025."_
  - Source: [UBTECH Reports 104% Revenue Surge in H1 2026 as Full-Size Humanoids Drive Growth | Humanoids Daily](https://x.com/humanoidsdaily/status/2094362979324088739)
- **Optimus:** 1 units
  - _"Optimus is on track to become the ultimate “everything” robot."_
  - Source: [Humanoid Intelligence on X: "Optimus is on track to become the ultimate “everything” robot." / X](https://x.com/HumanoidsHQ/status/2094257552271761629)
- **SpaceX IPO funding:** $0
  - _"It will be interesting to see how all that SpaceX ipo money gets recycled into the local scene"_
  - Source: [@serraotweets on X](https://x.com/serraotweets/status/2094229194729238807)
- **Forge private tape Aug 31:** $36.97,
  - _"Forge Price $36.97, -$3.19 (-7.94%)"_
  - Source: [Apptronik Forge tape Aug 31: $36.97 (-7.94%), $5B mark; $964.7M total funding](https://forgeglobal.com/apptronik_stock/)
- **private-market mark:** $5B
  - _"Forge Price valuation $5B"_
  - Source: [Apptronik Forge tape Aug 31: $36.97 (-7.94%), $5B mark; $964.7M total funding](https://forgeglobal.com/apptronik_stock/)
- **cumulative funding:** $964.7M
  - _"Total funding listed $964.7M"_
  - Source: [Apptronik Forge tape Aug 31: $36.97 (-7.94%), $5B mark; $964.7M total funding](https://forgeglobal.com/apptronik_stock/)
- **Xpeng robotics unit raise:** $900million
  - _"raised more than $900 million"_
  - Source: [Xpeng robotics unit: >$900M at >$6.3B; Iron mass production targeted end-2026](https://www.technology.org/2026/08/31/chinese-automakers-humanoid-robots-xpeng-iron/)
- **Xpeng robotics post-money:** $6.3billion
  - _"post-money valuation above $6.3 billion"_
  - Source: [Xpeng robotics unit: >$900M at >$6.3B; Iron mass production targeted end-2026](https://www.technology.org/2026/08/31/chinese-automakers-humanoid-robots-xpeng-iron/)
- **insider check:** ~$100M
  - _"He Xiaopeng and Brian Gu invested ~$100M"_
  - Source: [Xpeng robotics unit: >$900M at >$6.3B; Iron mass production targeted end-2026](https://www.technology.org/2026/08/31/chinese-automakers-humanoid-robots-xpeng-iron/)
- **Mentee acquisition:** $900million
  - _"Mobileye acquired Mentee Robotics earlier this year for $900 million"_
  - Source: [Xpeng robotics unit: >$900M at >$6.3B; Iron mass production targeted end-2026](https://www.technology.org/2026/08/31/chinese-automakers-humanoid-robots-xpeng-iron/)
- **PaXini claimed run, unverified:** 8 hrs
  - _"Tora-One at Geely Qiantang ran eight continuous hours without a fault"_
  - Source: [BYD opens car plants to PaXini robots; announced Monday after Aug 25 deal](https://eletric-vehicles.com/byd/byd-deepens-paxini-tie-up-giving-robots-access-to-its-car-plants/)
- **PaXini March round USD equivalent as cited:** ~$148M
  - _">1 billion yuan (~$148M)"_
  - Source: [BYD opens car plants to PaXini robots; announced Monday after Aug 25 deal](https://eletric-vehicles.com/byd/byd-deepens-paxini-tie-up-giving-robots-access-to-its-car-plants/)
- **Forbes July BYD fleet claim:** 200 units
  - _"combined BYD humanoid fleet around 200 machines"_
  - Source: [BYD opens car plants to PaXini robots; announced Monday after Aug 25 deal](https://eletric-vehicles.com/byd/byd-deepens-paxini-tie-up-giving-robots-access-to-its-car-plants/)
- **yuan Monday low:** $555.8
  - _"fell as low as 555.8 yuan on Monday vs 1,100 yuan first-day high"_
  - Source: [Unitree stock halved 12 days after Shanghai IPO](https://www.trendingonweibo.com/hotwords/unitree-stock-halves-twelve-days-after-ipo/)
- **yuan first-day high:** $1,100
  - _"1,100 yuan first-day high on Aug 19 debut"_
  - Source: [Unitree stock halved 12 days after Shanghai IPO](https://www.trendingonweibo.com/hotwords/unitree-stock-halves-twelve-days-after-ipo/)
- **yuan midday market value:** $226,100,000,000
  - _"valuing the company at 226.1 billion yuan"_
  - Source: [Unitree stock halved 12 days after Shanghai IPO](https://www.trendingonweibo.com/hotwords/unitree-stock-halves-twelve-days-after-ipo/)
- **teleoperation hours:** 100000 hrs
  - _"Skild says the equivalent training data took to collect."_
  - Source: [@Robot_AIsignals on X](https://x.com/Robot_AIsignals/status/2094201246987034914)
- **average per-step success:** 66 units
  - _"Skild reports 66% average per-step success on unseen tasks against 9% for a language-prompted baseline, once pre-training reaches 100,000 hours (company claim, internal evaluation)."_
  - Source: [@Robot_AIsignals on X](https://x.com/Robot_AIsignals/status/2094201246987034914)
- **Tesla Optimus valuation:** ~$1.38
  - _"Tesla ~$1.38T"_
  - Source: [@AIEquities on X](https://x.com/AIEquities/status/2094159401305129398)
- **Figure AI valuation:** $39B
  - _"Figure AI — $39B"_
  - Source: [@AIEquities on X](https://x.com/AIEquities/status/2094159401305129398)
- **Unitree valuation:** ~$33
  - _"Unitree — public, ~$33–37B"_
  - Source: [@AIEquities on X](https://x.com/AIEquities/status/2094159401305129398)
- **NEURA valuation:** ~$7B
  - _"NEURA — ~$7B"_
  - Source: [@AIEquities on X](https://x.com/AIEquities/status/2094159401305129398)
- **Apptronik valuation.:** ~$5.5B
  - _"Apptronik — ~$5.5B"_
  - Source: [@AIEquities on X](https://x.com/AIEquities/status/2094159401305129398)
- **Index uploads:** 16,000,000 units
  - _"Index has taken 16 million uploads from 108 countries,"_
  - Source: [@Robot_AIsignals on X](https://x.com/Robot_AIsignals/status/2094154690241978745)
- **weekly active contributors:** 44,000 units
  - _"carries 44,000+ weekly active contributors"_
  - Source: [@Robot_AIsignals on X](https://x.com/Robot_AIsignals/status/2094154690241978745)
- **payments made through Index:** $15M
  - _"has paid out $15M — with over $1B committed to data and compute across the next twelve months (company claims)."_
  - Source: [@Robot_AIsignals on X](https://x.com/Robot_AIsignals/status/2094154690241978745)
- **1X Technologies:** $6billion
  - _"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."_
  - Source: [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](https://x.com/digitaworld1/status/2094131108371660881)
- **1X Technologies:** 10,000 units
  - _"More than 10,000 pre-orders reportedly came in during the robot's first week on sale, and none have shipped yet."_
  - Source: [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](https://x.com/digitaworld1/status/2094131108371660881)
- **1X Technologies:** $23.5million
  - _"even as it's still a huge leap from the $23.5 million OpenAI-led round that first put the company on the map."_
  - Source: [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](https://x.com/digitaworld1/status/2094131108371660881)
- **BABA funding for AI.:** $10.2B
  - _"$BABA selling $10.2B of stock to fund AI."_
  - Source: [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094086421413814627)
- **a16z Machine Age Fund.:** $1.1B
  - _"a16z launched $1.1B Machine Age Fund for chips, memory, networking, data centres, cooling, robotics and edge."_
  - Source: [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094086421413814627)
- **Nscale IPO.:** 3 units
  - _"Nscale (backed by $NVDA) targeting up to $3B in US IPO soon."_
  - Source: [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094086421413814627)
- **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."_
  - Source: [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094086421413814627)
- **SKHY Indiana packaging plant.:** 458 units
  - _"$458M CHIPS funding done."_
  - Source: [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094086421413814627)
- **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%。"_
  - Source: [@Michaelzsguo on X](https://x.com/Michaelzsguo/status/2094083552782471203)
- **Highest stock price on debut:** $1,100
  - _"首日盘中冲到 1100 元,收盘 845 元,涨幅 460%。"_
  - Source: [@Michaelzsguo on X](https://x.com/Michaelzsguo/status/2094083552782471203)
- **Closing stock price on debut:** $845
  - _"首日盘中冲到 1100 元,收盘 845 元,涨幅 460%。"_
  - Source: [@Michaelzsguo on X](https://x.com/Michaelzsguo/status/2094083552782471203)
- **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。"_
  - Source: [@Michaelzsguo on X](https://x.com/Michaelzsguo/status/2094083552782471203)
- **1X acquisition:** $6billion
  - _"SoftBank is set to acquire humanoid robot developer 1X, valued at approximately $6 billion, in a deal backed by OpenAI."_
  - Source: [@dsoajh on X](https://x.com/dsoajh/status/2094055561390145833)
- **1X:** $6billion
  - _"valuing the OpenAI-backed startup at about $6 billion"_
  - Source: [@theinformation on X](https://x.com/theinformation/status/2094055040759615955)
- **Unitree Robotics:** $150.8
  - _"IPO'd at 150.80 yuan, peaked +629% (~6B), ~219x earnings."_
  - Source: [@InsanelyQurious on X](https://x.com/InsanelyQurious/status/2094047943217021317)
- **XPENG_Global's funding:** $900M
  - _"@XPENG_Global’s robotics unit raised $900M+ at a $6.3B valuation, the largest private embodied-AI round in China."_
  - Source: [@continuumlabs_ on X](https://x.com/continuumlabs_/status/2094034760012062968)
- **Figure_robot's commitment to data and compute:** $1B
  - _"@Figure_robot launched Index, its global robot-training data pipeline, and committed $1B+ to data and compute over the next 12 months."_
  - Source: [@continuumlabs_ on X](https://x.com/continuumlabs_/status/2094034760012062968)
- **FaradayFuture's investment:** $5B
  - _"@FaradayFuture launched its “EAI Robotics Made in USA” plan with $5B U.S. investment over 10 years and a robot factory by year-end."_
  - Source: [@continuumlabs_ on X](https://x.com/continuumlabs_/status/2094034760012062968)
- **Hyundai's robot plant capacity:** 30,000 units
  - _"Hyundai outlined a U.S. robot plant with 30,000-unit annual capacity from 2028, plus Atlas on HMGMA lines."_
  - Source: [@continuumlabs_ on X](https://x.com/continuumlabs_/status/2094034760012062968)
- **Digit's real-world operation hours:** 65000 hrs
  - _"@agilityrobotics said Digit is live at 9 customer sites with 65,000+ hours of real-world operation."_
  - Source: [@continuumlabs_ on X](https://x.com/continuumlabs_/status/2094034760012062968)
- **IPO proceeds:** $900million
  - _"Unitree raised about $900 million on Shanghai STAR"_
  - Source: [Unitree STAR IPO: ~$900M raised, ~$9B IPO val, 5,500 humanoids shipped 2025](https://startupfortune.com/china-builds-the-worlds-best-robot-bodies-but-still-cant-give-them-a-brain/)
- **IPO valuation:** $9billion
  - _"roughly $9 billion IPO valuation"_
  - Source: [Unitree STAR IPO: ~$900M raised, ~$9B IPO val, 5,500 humanoids shipped 2025](https://startupfortune.com/china-builds-the-worlds-best-robot-bodies-but-still-cant-give-them-a-brain/)
- **2025 humanoid shipments:** 5,500 units
  - _">5,500 humanoid robots shipped in 2025"_
  - Source: [Unitree STAR IPO: ~$900M raised, ~$9B IPO val, 5,500 humanoids shipped 2025](https://startupfortune.com/china-builds-the-worlds-best-robot-bodies-but-still-cant-give-them-a-brain/)
- **cumulative quadrupeds:** 33,000 units
  - _"cumulative quadruped shipments >33,000"_
  - Source: [Unitree STAR IPO: ~$900M raised, ~$9B IPO val, 5,500 humanoids shipped 2025](https://startupfortune.com/china-builds-the-worlds-best-robot-bodies-but-still-cant-give-them-a-brain/)
- **MIIT/SASAC commercial-use goal:** 10,000 units
  - _">10,000 humanoids in commercial use by end-2026"_
  - Source: [Unitree STAR IPO: ~$900M raised, ~$9B IPO val, 5,500 humanoids shipped 2025](https://startupfortune.com/china-builds-the-worlds-best-robot-bodies-but-still-cant-give-them-a-brain/)
- **Xinhua production claim 2026:** 100,000 units
  - _"China humanoid production expected to exceed 100,000 units this year"_
  - Source: [Unitree STAR IPO: ~$900M raised, ~$9B IPO val, 5,500 humanoids shipped 2025](https://startupfortune.com/china-builds-the-worlds-best-robot-bodies-but-still-cant-give-them-a-brain/)
- **Humanoid robots:** 500,000 units
  - _"industry-wide estimates pointing toward roughly 500,000 units/year by 2027 across Optimus, Figure, 1X, Unitree, and others."_
  - Source: [@davidcao01 on X](https://x.com/davidcao01/status/2093825616478941207)
- **Drones owned by the Pentagon:** 200,000 units
  - _"The Pentagon's Drone Dominance Program has committed $1 billion to purchasing more than 200,000 drones by 2027, scaling to 340,000 by 2028."_
  - Source: [@davidcao01 on X](https://x.com/davidcao01/status/2093825616478941207)
- **cleared transactions in 2025:** 67 units
  - _"the Committee cleared 67 percent of all covered transactions within the 30-day assessment period for declarations or the first 45-day review period for notices."_
  - Source: [Committee on Foreign Investment in the United States, Annual Report to Congress, Report Period: CY 2025](https://x.com/BillHughesDC/status/2093808869751288102)
- **nat gas turbine production:** 18 units
  - _"we can accelerate nat gas turbines coming online by up to 18 months, which is a profound game-changer."_
  - Source: [@elonmusk on X](https://x.com/elonmusk/status/2093794565274669068)
- **XPENG's robotics funding:** $900million
  - _"Its robotics business just raised more than $900 million, reaching a post-money valuation above $6.3 billion."_
  - Source: [@techniahqrobot on X](https://x.com/techniahqrobot/status/2093739174746611828)
- **Personal investment by XPENG founder and co-president:** $100million
  - _"XPENG founder He Xiaopeng and co-president Brian Gu also invested roughly $100 million personally."_
  - Source: [@techniahqrobot on X](https://x.com/techniahqrobot/status/2093739174746611828)
- **Hugging Face's Microduck robot:** $2.6million
  - _"Hugging Face’s Microduck robot generated over $2.6 million in orders within 24 hours, creating a 4–6 month backlog for new orders."_
  - Source: [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](https://x.com/spaceandtech_/status/2093726511153185005)
- **Unitree:** $50B
  - _"briefly reaching a valuation near $50B"_
  - Source: [@Allstarsv16 on X](https://x.com/Allstarsv16/status/2093708086989169148)
- **Unitree:** 600 units
  - _"Unitree surged more than 600% after its IPO"_
  - Source: [@Allstarsv16 on X](https://x.com/Allstarsv16/status/2093708086989169148)
- **Unitree's valuation after going public.:** ~$55B
  - _"Valuation briefly crossed 400B yuan (~$55B)."_
  - Source: [@Joieofvivre on X](https://x.com/Joieofvivre/status/2093706051417989392)
- **Unitree's stock performance after the IPO.:** 629 units
  - _"Unitree just went public and popped 629% on debut."_
  - Source: [@Joieofvivre on X](https://x.com/Joieofvivre/status/2093706051417989392)
- **funding status of Apptronik:** $0
  - _"one of the best-funded players in this race"_
  - Source: [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](https://x.com/RetailVolts/status/2093685097048473926)
- **Humanoid robots procurement:** 1,080 units
  - _"The government plans to buy 250 domestically produced humanoid units in 2027, expanding to 1,080 units through 2030."_
  - Source: [South Korea Commits KRW 2.3 Trillion to Build Full-Stack Humanoid Robotics Ecosystem by 2030 | Humanoids Daily](https://x.com/humanoidsdaily/status/2093648555726590278)
- **Total robotic systems procurement:** 5,000 units
  - _"total state purchases will reach 1,700 units in 2027 and approximately 5,000 units by 2030."_
  - Source: [South Korea Commits KRW 2.3 Trillion to Build Full-Stack Humanoid Robotics Ecosystem by 2030 | Humanoids Daily](https://x.com/humanoidsdaily/status/2093648555726590278)
- **Nvidia acquisition:** $12.9B
  - _"Nvidia buys Hugging Face for $12.9B"_
  - Source: [@massimo_mazza on X](https://x.com/massimo_mazza/status/2093602228305117611)
- **SoftBank acquisition:** $6B
  - _"SoftBank circling humanoid maker 1X at $6B"_
  - Source: [@massimo_mazza on X](https://x.com/massimo_mazza/status/2093602228305117611)
- **Cursor valuation:** $60B
  - _"Cursor at $60B"_
  - Source: [@massimo_mazza on X](https://x.com/massimo_mazza/status/2093602228305117611)
- **OpenRouter valuation:** ~$8B
  - _"OpenRouter ~$8B"_
  - Source: [@massimo_mazza on X](https://x.com/massimo_mazza/status/2093602228305117611)
- **Decart valuation:** $6B
  - _"Decart $6B+"_
  - Source: [@massimo_mazza on X](https://x.com/massimo_mazza/status/2093602228305117611)
- **@VaderResearch 2093601165913067580:** $15M
  - _"$15M"_
  - Source: [@VaderResearch on X](https://x.com/VaderResearch/status/2093601165913067580)
- **@VaderResearch 2093601165913067580:** $1B
  - _"$1B"_
  - Source: [@VaderResearch on X](https://x.com/VaderResearch/status/2093601165913067580)
- **@VaderResearch 2093601165913067580:** $1.
  - _"$1."_
  - Source: [@VaderResearch on X](https://x.com/VaderResearch/status/2093601165913067580)
- **humanoid robots:** 14,400 units
  - _"China cranked out 14,400 humanoid robots in 2025, about 85% worldwide, yet actual paying customers barely exist."_
  - Source: [@fuelmeupcc on X](https://x.com/fuelmeupcc/status/2093581567847215558)
- **unit price for humanoid robots:** $8k
  - _"Startups already dumping units near $8k."_
  - Source: [@fuelmeupcc on X](https://x.com/fuelmeupcc/status/2093581567847215558)
- **mechanical integration of motors in robotic hands:** 0 units
  - _"Compact frameless motors can be integrated directly into dexterous robotic hands to drive finger and joint movement while keeping the mechanism extremely compact."_
  - Source: [@techniahqrobot on X](https://x.com/techniahqrobot/status/2093518320653750308)
- **performance requirements for humanoid robotic hands:** 0 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."_
  - Source: [@techniahqrobot on X](https://x.com/techniahqrobot/status/2093518320653750308)
- **@TheHumanoidHub 2093515766427681143:** 2,026 units
  - _"2026
Humanoid"_
  - Source: [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](https://x.com/TheHumanoidHub/status/2093515766427681143)
- **robot production in China:** 10,000 units
  - _"Output tops 10,000 units in 2025 but a robot that needs a researcher steering its wrist isn't replacing a warehouse worker."_
  - Source: [@fuelmeupcc on X](https://x.com/fuelmeupcc/status/2093505648931611029)
- **Xpeng’s robotics unit raised:** $900million
  - _"more than $900 million at a post-money valuation of more than $6.3 billion."_
  - Source: [Chinese automakers are following Tesla’s bet that robots are the next big profit machine | TechCrunch](https://x.com/TechCrunch/status/2093480031574016250)
- **weight handled by humanoid robots in manufacturing.:** 50 units
  - _"picking up 50-pound totes, putting them into loading and unloading machinery."_
  - Source: [Inside Agility's bet on factory-first humanoids | The Deep View](https://x.com/agilityrobotics/status/2095226502589653503)
- **stated dollar/currency figure:** $6billion
  - _"umanoid robotics company 1X at a valuation around $6 billion, focusing on residential applications."_
  - Source: [@myusedrobot on X](https://x.com/myusedrobot/status/2093428413037953433)
- **stated dollar/currency figure:** $6billion
  - _"bot maker 1X Technologies at a valuation of about $6 billion. https://www.theinformation.com/articles/softbank"_
  - Source: [@notreload_ai on X](https://x.com/notreload_ai/status/2093427539083464980)
- **@VaderResearch 2093399166500085921:** $900M
  - _"$900M"_
  - Source: [mete on X: "Robotics funding rounds in Aug 26 🤖

🇨🇳 XPENG Robotics | $900M
🇨🇭 Gravis Robotics | $200M
🇨🇳 PokeBot | $100M
🇨🇳 DISCOVER Robotics | $100M" / X](https://x.com/VaderResearch/status/2093399166500085921)
- **@VaderResearch 2093399166500085921:** $6.3B
  - _"$6.3B"_
  - Source: [mete on X: "Robotics funding rounds in Aug 26 🤖

🇨🇳 XPENG Robotics | $900M
🇨🇭 Gravis Robotics | $200M
🇨🇳 PokeBot | $100M
🇨🇳 DISCOVER Robotics | $100M" / X](https://x.com/VaderResearch/status/2093399166500085921)
- **@VaderResearch 2093399166500085921:** $600M
  - _"$600M"_
  - Source: [mete on X: "Robotics funding rounds in Aug 26 🤖

🇨🇳 XPENG Robotics | $900M
🇨🇭 Gravis Robotics | $200M
🇨🇳 PokeBot | $100M
🇨🇳 DISCOVER Robotics | $100M" / X](https://x.com/VaderResearch/status/2093399166500085921)
- **@VaderResearch 2093399166500085921:** $200M
  - _"$200M"_
  - Source: [mete on X: "Robotics funding rounds in Aug 26 🤖

🇨🇳 XPENG Robotics | $900M
🇨🇭 Gravis Robotics | $200M
🇨🇳 PokeBot | $100M
🇨🇳 DISCOVER Robotics | $100M" / X](https://x.com/VaderResearch/status/2093399166500085921)
- **@VaderResearch 2093399166500085921:** $100M
  - _"$100M"_
  - Source: [mete on X: "Robotics funding rounds in Aug 26 🤖

🇨🇳 XPENG Robotics | $900M
🇨🇭 Gravis Robotics | $200M
🇨🇳 PokeBot | $100M
🇨🇳 DISCOVER Robotics | $100M" / X](https://x.com/VaderResearch/status/2093399166500085921)
- **dual-arm payload:** 50 units
  - _"The robot is built for industrial scenarios that need wheeled mobility and up to 50kg of dual-arm payload."_
  - Source: [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2093391401551872314)
- **acquisition valuation:** $6B
  - _"SoftBank is reportedly in talks to acquire a majority stake in @1x_tech at a $6B valuation."_
  - Source: [@Biti8888 on X](https://x.com/Biti8888/status/2093344580116586664)
- **memory manufacturer capacity:** 3 units
  - _"Hearing that a leading memory manufacturer would need three entire years of capacity just to meet current demand is mind-blowing."_
  - Source: [Why Top Founders Are Racing Into AI Infrastructure - YouTube](https://x.com/a16z/status/2093340813174747432)
- **宇树科技 share price on August 24:** $603.08
  - _"截至8月24日收盘，宇树科技报603.08元，"_
  - Source: [@Eva200699 on X](https://x.com/Eva200699/status/2093255511441629331)
- **transaction valuation:** $2.5B
  - _"Agility’s $2.5B transaction valuation is beginning to look increasingly conservative."_
  - Source: [@jinseongeo83473 on X](https://x.com/jinseongeo83473/status/2093061326516224295)
- **contracted orders:** $300M
  - _"$300M+ in multi-year contracted Digit v5 orders"_
  - Source: [@jinseongeo83473 on X](https://x.com/jinseongeo83473/status/2093061326516224295)
- **external funding round:** $900M
  - _"XPeng Robotics recently raised more than $900M in its first external funding round"_
  - Source: [@jinseongeo83473 on X](https://x.com/jinseongeo83473/status/2093061326516224295)
- **cost of the humanoid robot:** $150k
  - _"$150k humanoid"_
  - Source: [@antopatrex1 on X](https://x.com/antopatrex1/status/2093052646873821333)
- **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."_
  - Source: [@noboonchain on X](https://x.com/noboonchain/status/2093052508696612987)
- **napkin production:** 1,500 units
  - _"To keep one Din Tai Fung dining room supplied, a robot has to produce 1,500 table-ready napkins in a day’s shift."_
  - Source: [Dyna Robotics on X: "After so many demos, models, pilots, robots are still struggling to land real deployments with real customers. Until now.

Today we’re excited to share that our robots have successfully crossed the ROI threshold, and Din Tai Fung, one of the highest revenue per location restaur… / X](https://x.com/TheHumanoidHub/status/2093387536962076683)
- **napkin production:** 480 units
  - _"A year ago, ours managed 480 with Dyna-1."_
  - Source: [Dyna Robotics on X: "After so many demos, models, pilots, robots are still struggling to land real deployments with real customers. Until now.

Today we’re excited to share that our robots have successfully crossed the ROI threshold, and Din Tai Fung, one of the highest revenue per location restaur… / X](https://x.com/TheHumanoidHub/status/2093387536962076683)
- **NSF award:** $30million
  - _"A new $30 million @NSF award will establish the Center for Human and Robot Co-Adaptation at UT Austin."_
  - Source: [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](https://x.com/NVIDIARobotics/status/2093080366089429232)
- **units sold:** 5,500 units
  - _"shipped 5,500 humanoids last year."_
  - Source: [@antopatrex1 on X](https://x.com/antopatrex1/status/2093020726919938218)
- **company valuation:** $9B
  - _"valued at $9B."_
  - Source: [@antopatrex1 on X](https://x.com/antopatrex1/status/2093020726919938218)
- **@TheHumanoidHub 2093018111352139857:** $6B
  - _"$6B"_
  - Source: [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2093018111352139857)
- **@TheHumanoidHub 2093018111352139857:** $1B
  - _"$1B"_
  - Source: [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2093018111352139857)
- **@TheHumanoidHub 2093018111352139857:** $10B
  - _"$10B"_
  - Source: [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2093018111352139857)
- **Hugging Face's robotic product offering.:** $399
  - _"Hugging Face ships a $399 duck you can actually train tonight."_
  - Source: [@ricci_nov on X](https://x.com/ricci_nov/status/2093015329303642238)
- **Atlas deployment target for 2028.:** 30,000 units
  - _"U.S. annual production capacity target: 30,000 units."_
  - Source: [@StragglerLiu on X](https://x.com/StragglerLiu/status/2092976850360553919)
- **Global rollout target by 2029-2030.:** 25,000 units
  - _"Target: 25,000+ Atlases deployed."_
  - Source: [@StragglerLiu on X](https://x.com/StragglerLiu/status/2092976850360553919)
- **XPENG's funding.:** 900 units
  - _"On August 24, 2026, announced its robotics business raised over $900M at a post-money valuation of over $6.3B."_
  - Source: [@StragglerLiu on X](https://x.com/StragglerLiu/status/2092976850360553919)
- **Tesla's production estimate.:** 16,800 units
  - _"2026 total production estimated at 20,000-30,000 units."_
  - Source: [@StragglerLiu on X](https://x.com/StragglerLiu/status/2092976850360553919)
- **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."_
  - Source: [@thetechstartups on X](https://x.com/thetechstartups/status/2092960301419303005)
- **Valuation of XPENG's robotics business.:** $6.3billion
  - _"at a valuation of over $6.3 billion."_
  - Source: [@CyberRobooo on X](https://x.com/CyberRobooo/status/2092955914122981747)
- **Agility Robotics:** $300million
  - _"We have over $300 million of booked orders."_
  - Source: [@ValueInIdeas on X](https://x.com/ValueInIdeas/status/2092924537415594162)
- **UnitreeRobotics IPO:** 8,000 units
  - _"Retail subscriptions were 8,000x oversubscribed."_
  - Source: [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](https://x.com/hectoinc/status/2092907811697274940)
- **UnitreeRobotics IPO:** $460
  - _"closed the day up 460%."_
  - Source: [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](https://x.com/hectoinc/status/2092907811697274940)
- **investment in Veeda:** $90million
  - _"Sanja Fidler quit her job running NVIDIA's Toronto AI lab, started a company three months ago, and has already pulled in $90 million without shipping a single product."_
  - Source: [Shuddhatma Jain on X: "Sanja Fidler quit her job running NVIDIA's Toronto AI lab, started a company three months ago, and has already pulled in $90 million without shipping a single product.

nobody is betting on a robot here. they're betting she can build the world robots learn inside 🧵" / X](https://x.com/decepticons0101/status/2092904684730081387)
- **SoftBank's acquisition of 1X:** $6B
  - _"SoftBank is in talks to buy a majority stake in 1X at $6B, per The Information."_
  - Source: [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](https://x.com/humanoidsdaily/status/2092859776606625903)
- **Lingyi iTech:** 10,000 units
  - _"the facility’s first phase set a target of 10,000 embodied-intelligence robots annually, scaling to 500,000 by 2030."_
  - Source: [China can build kung fu-fighting robots. But it can’t get them to do factory work | Reuters](https://x.com/Reuters/status/2093008136097702201)
- **Unitree's IPO:** $904million
  - _"The IPO raised $904 million."_
  - Source: [@heyshrutimishra on X](https://x.com/heyshrutimishra/status/2092819832534405215)
- **Unitree's IPO oversubscription:** 8,000 units
  - _"Retail investors oversubscribed it 8,000 times."_
  - Source: [@heyshrutimishra on X](https://x.com/heyshrutimishra/status/2092819832534405215)
- **global shipments of humanoid robots:** 272 units
  - _"Global shipments surged 272% YoY in the first half of 2026."_
  - Source: [@heyshrutimishra on X](https://x.com/heyshrutimishra/status/2092819832534405215)
- **Agility Robotics:** $2.5billion
  - _"just $2.5 billion pre-money valuation"_
  - Source: [@HumanoidInvest on X](https://x.com/HumanoidInvest/status/2092815497788018852)
- **SOFTBANK:** $6B
  - _"majority stake in humanoid robot maker 1X at $6B"_
  - Source: [@HumanoidInvest on X](https://x.com/HumanoidInvest/status/2092815497788018852)
- **1X Robotics:** $6B
  - _"down-valuation to $6B after unsuccessful $10B fundraise"_
  - Source: [@HumanoidInvest on X](https://x.com/HumanoidInvest/status/2092815497788018852)
- **Valuation of 1X for majority stake by SoftBank:** $6B
  - _"SoftBank, humanoid robot üreticisi 1X’te çoğunluk hissesi için $6B değerleme üzerinden görüşüyor."_
  - Source: [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](https://x.com/sinyalkatmani/status/2092809630002897170)
- **Orders for NEO:** 10,000 units
  - _"NEO için 10K' dan fazla sipariş var."_
  - Source: [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](https://x.com/sinyalkatmani/status/2092809630002897170)
- **stated dollar/currency figure:** $6Billion
  - _"egotiating Majority Stake In Humanoid Maker 1X At $6 Billion Valuation"_
  - Source: [Humanoid Investing on X: "SoftBank Negotiating Majority Stake In Humanoid Maker 1X At $6 Billion Valuation" / X](https://x.com/HumanoidInvest/status/2092804536683434393)
- **Digit's operational hours at GXO.:** 65000 hrs
  - _"Digit is already working — 65k+ hours, 100k+ totes at GXO."_
  - Source: [@CapitalSqueez on X](https://x.com/CapitalSqueez/status/2092797538525143505)
- **The number of totes Digit has handled.:** 100,000 units
  - _"Digit is already working — 65k+ hours, 100k+ totes at GXO."_
  - Source: [@CapitalSqueez on X](https://x.com/CapitalSqueez/status/2092797538525143505)
- **valuation:** $6,000,000,000
  - _"SoftBank is in talks to acquire a majority stake in OpenAI-backed humanoid robot maker 1X, per The Information."_
  - Source: [@wallstengine on X](https://x.com/wallstengine/status/2092791534320271417)
- **funding:** $1B
  - _"1X previously tried to raise $1B at a $10B valuation but raised less than half that target."_
  - Source: [@wallstengine on X](https://x.com/wallstengine/status/2092791534320271417)
- **valuation of 1X:** $6Billion
  - _"“SoftBank in Talks to Buy Majority Stake in Humanoid Maker 1X at $6 Billion Valuation”"_
  - Source: [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](https://x.com/OddDiligence/status/2092791520201957451)
- **stated dollar/currency figure:** $6Billion
  - _"egotiating Majority Stake In Humanoid Maker 1X At $6 Billion Valuation, The Information Says"_
  - Source: [@RedboxWire on X](https://x.com/RedboxWire/status/2092788733707997241)
- **stated dollar/currency figure:** $6Billion
  - _"egotiating Majority Stake In Humanoid Maker 1X At $6 Billion Valuation, The Information Says"_
  - Source: [@FirstSquawk on X](https://x.com/FirstSquawk/status/2092788729501081984)
- **new technical hires as part of union agreement:** 500 units
  - _"500 new technical hires between next year and 2028."_
  - Source: [Hyundai Says Atlas Will Not Replace Workers — One Day After Settling a Strike Over Exactly That | Humanoids Daily](https://x.com/humanoidsdaily/status/2092740773548609759)
- **Unitree's IPO performance:** 460 units
  - _"Humanoid robot maker Unitree surged 460% on its Shanghai debut."_
  - Source: [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](https://x.com/AIDailyBrief/status/2092677713945612510)
- **valuation:** $5billion
  - _"carried the company past a $5 billion valuation."_
  - Source: [Humanoids are for marketing, robots are the real business](https://x.com/vector__news/status/2092669106319167753)
- **Veeda AI:** $90M
  - _"the team just raised over $90M in seed funding"_
  - Source: [Open roles with founders hailing from NVIDIA, Citadel, Palantir, and MIT](https://x.com/katiekirsch/status/2092664309528883528)
- **Callosum:** $100M
  - _"Cambridge computational neuroscientists Danyal Akarca and Jascha Achterberg just raised a $100M seed for Callosum"_
  - Source: [Open roles with founders hailing from NVIDIA, Citadel, Palantir, and MIT](https://x.com/katiekirsch/status/2092664309528883528)
- **Callosum:** $10.25M
  - _"This is just 6 months after the team came out of stealth with a $10.25M pre-seed"_
  - Source: [Open roles with founders hailing from NVIDIA, Citadel, Palantir, and MIT](https://x.com/katiekirsch/status/2092664309528883528)
- **SoftBank's investment.:** $200M
  - _"SoftBank Puts $200M Into Gravis Robotics for Autonomous Construction"_
  - Source: [Dynamo Dispatch (2026/08/24) - by Santosh Sankar](https://x.com/ThisIsDynamo/status/2092645452168520089)
- **Delivery timeline for a data center.:** 30 hrs
  - _"Turner’s prefab arm xPL Offsite delivered a hot-aisle containment system for a 30MW rapid-deployment data center."_
  - Source: [Dynamo Dispatch (2026/08/24) - by Santosh Sankar](https://x.com/ThisIsDynamo/status/2092645452168520089)
- **Unitree's stock performance in debut.:** 629 units
  - _"Unitree Pops 629% in Its Shanghai Debut"_
  - Source: [Dynamo Dispatch (2026/08/24) - by Santosh Sankar](https://x.com/ThisIsDynamo/status/2092645452168520089)
- **Skild AI:** $14B
  - _"$14B valuation."_
  - Source: [@ThomasSmale on X](https://x.com/ThomasSmale/status/2092613535482413228)
- **Physical Intelligence:** $11B
  - _"Physical Intelligence: $11B"_
  - Source: [@ThomasSmale on X](https://x.com/ThomasSmale/status/2092613535482413228)
- **Generalist:** $2B
  - _"$2B to $3B in months, $600M raised"_
  - Source: [@ThomasSmale on X](https://x.com/ThomasSmale/status/2092613535482413228)
- **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."_
  - Source: [Milk Road PRO](https://x.com/MilkRoadRobotix/status/2092613323565261225)
- **Unitree IPO valuation:** $66billion
  - _"the company valued at $66 billion after its arrival on China’s equivalent of the Nasdaq."_
  - Source: [Robot brain builders are pushing out of their GPT-2 era | TechCrunch](https://x.com/HarryMellsop/status/2092651092026728509)
- **Unitree's share value after IPO.:** $45
  - _"Unitree is down 45%+ from its IPO peak."_
  - Source: [@AskHeyTheo on X](https://x.com/AskHeyTheo/status/2092574366420906047)
- **Unitree G1 pricing:** $13.5K
  - _"Unitree G1 Price from $13.5K."_
  - Source: [@UnitreeStore_SH on X](https://x.com/UnitreeStore_SH/status/2092555273936503147)
- **Gemini Robotics ER:** 2 units
  - _"I believe Gemini Robotics ER 2 is a clear example here."_
  - Source: [@zhodonx on X](https://x.com/zhodonx/status/2092555239282843992)
- **Total campaign rewards:** 1,500,000 units
  - _"1,500,000 Axis Points, separate from the regular product points pool."_
  - Source: [Axis Robotics × Binance Wallet Campaign: Participation Guide](https://x.com/axisrobotics/status/2092505850024014172)
- **Total points reserved for Binance Keyless Wallet users.:** 1,500,000 units
  - _"1,500,000 Axis Points."_
  - Source: [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](https://x.com/axisrobotics/status/2092496983378506197)
- **Total points per reward cycle.:** 750,000 units
  - _"750,000 per cycle"_
  - Source: [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](https://x.com/axisrobotics/status/2092496983378506197)
- **Max tasks available per day during the campaign.:** 20,000 units
  - _"20,000 tasks/day"_
  - Source: [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](https://x.com/axisrobotics/status/2092496983378506197)
- **宇树科技 market value.:** $60,000,000,000
  - _"市值超600亿"_
  - Source: [@dannywang311000 on X](https://x.com/dannywang311000/status/2092441598496018567)
- **Unitree H2:** $29,900
  - _"A 29900$ MACHINE IS DANCING ON A PAVEMENT AND NOT ONE PERSON WALKING PAST LOOKS UP."_
  - Source: [@dredgefactory on X](https://x.com/dredgefactory/status/2092395639384539542)
- **entry models of Unitree H2:** $.
  - _"Entry models go for 13500$."_
  - Source: [@dredgefactory on X](https://x.com/dredgefactory/status/2092395639384539542)
- **app downloads:** 264,000 units
  - _"264K app downloads across 108 countries"_
  - Source: [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2092388111083065555)
- **weekly active contributors:** 44,000 units
  - _"44K weekly active contributors"_
  - Source: [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2092388111083065555)
- **videos uploaded:** 16,000,000 units
  - _"16M videos uploaded, 30 minutes of video ingested every second"_
  - Source: [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2092388111083065555)
- **total paid out:** $15M
  - _"$15M already paid out to contributors"_
  - Source: [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2092388111083065555)
- **commitment to data and compute for the next 12 months:** $1B
  - _"$1B committed to data and compute"_
  - Source: [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2092388111083065555)
- **robots shipped last year:** 5,500 units
  - _"The robots are real: 5,500 shipped last year."_
  - Source: [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](https://x.com/adetola_solesi/status/2092345593053970665)
- **current humanoid BOM:** ~$68k
  - _"Current humanoid BOM = ~$68k based on channel checks across 3 humanoid OEMs (UK and US). "_
  - Source: [@ParadisLabs on X](https://x.com/ParadisLabs/status/2092314785798828322)
- **actuation cost:** 33,800 units
  - _"- Actuation = 33.8% of current BOM"_
  - Source: [@ParadisLabs on X](https://x.com/ParadisLabs/status/2092314785798828322)
- **dextrous hands cost:** 30,300 units
  - _"- Dextrous hands = 30.3%"_
  - Source: [@ParadisLabs on X](https://x.com/ParadisLabs/status/2092314785798828322)
- **structure cost:** 7,600 units
  - _"- Structure = 7.6%"_
  - Source: [@ParadisLabs on X](https://x.com/ParadisLabs/status/2092314785798828322)
- **sensing cost:** 7,500 units
  - _"- Sensing = 7.5%"_
  - Source: [@ParadisLabs on X](https://x.com/ParadisLabs/status/2092314785798828322)
- **Top vendor positions in global humanoid shipments.:** 9,700 units
  - _"AGIBOT secured the top vendor position with 9,700 shipments (43.1% share), followed by Unitree with over 7,000 units (31.1%)."_
  - Source: [Markets surge, track records fall, and in-context learning hits physical AI](https://x.com/humanoidsdaily/status/2092310040015253587)
- **video uploads:** 16,000,000 units
  - _"Over 16M video uploads"_
  - Source: [Figure on X: "By the numbers:

→ While in stealth, we crossed 264,000 app downloads
→ Uploading over 30 min of video very second
→ Over 16M video uploads
→ Paid out $15M to date

Weekly active users is now over 43,000" / X](https://x.com/Figure_robot/status/2092305015075729587)
- **payouts:** $15M
  - _"Paid out $15M to date"_
  - Source: [Figure on X: "By the numbers:

→ While in stealth, we crossed 264,000 app downloads
→ Uploading over 30 min of video very second
→ Over 16M video uploads
→ Paid out $15M to date

Weekly active users is now over 43,000" / X](https://x.com/Figure_robot/status/2092305015075729587)
- **weekly active users:** 43,000 units
  - _"Weekly active users is now over 43,000"_
  - Source: [Figure on X: "By the numbers:

→ While in stealth, we crossed 264,000 app downloads
→ Uploading over 30 min of video very second
→ Over 16M video uploads
→ Paid out $15M to date

Weekly active users is now over 43,000" / X](https://x.com/Figure_robot/status/2092305015075729587)
- **@adcock_brett 2092304764684128285:** $39B
  - _"$39B"_
  - Source: [Brett Adcock on X: "We are now on a path to 100x, and are committed to spend over $1B the next 12 months on data and compute

Index is laying the groundwork for ordering robots as a service. Today, you have people coming to help clean your house; eventually, a robot will do everything for you" / X](https://x.com/adcock_brett/status/2092304764684128285)
- **@adcock_brett 2092304764684128285:** $1B
  - _"$1B"_
  - Source: [Brett Adcock on X: "We are now on a path to 100x, and are committed to spend over $1B the next 12 months on data and compute

Index is laying the groundwork for ordering robots as a service. Today, you have people coming to help clean your house; eventually, a robot will do everything for you" / X](https://x.com/adcock_brett/status/2092304764684128285)
- **@adcock_brett 2092304764684128285:** 1,000 units
  - _"1,000+ humanoids"_
  - Source: [Brett Adcock on X: "We are now on a path to 100x, and are committed to spend over $1B the next 12 months on data and compute

Index is laying the groundwork for ordering robots as a service. Today, you have people coming to help clean your house; eventually, a robot will do everything for you" / X](https://x.com/adcock_brett/status/2092304764684128285)
- **total payment:** $15M
  - _"→ Paid $15M to date"_
  - Source: [Brett Adcock on X: "Introducing Index

Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world

→ 30min of video uploads/sec
→ 16M video uploads
→ Paid $15M to date
→ 264k downloads

We're committed to spending $1B the next 12 months on data & com… / X](https://x.com/HumanoidInvest/status/2092397968041066740)
- **video uploads:** 16,000,000 units
  - _"uploaded 16 million videos"_
  - Source: [Figure on X: "Introducing Index

Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots

To date we've crossed 264,000 app downloads and uploaded 16 million videos" / X](https://x.com/Figure_robot/status/2092303621392376314)
- **IPO valuation:** $904M
  - _"Raise about $904M at a $9B IPO valuation."_
  - Source: [@0_x_Bender on X](https://x.com/0_x_Bender/status/2092301530627981788)
- **humanoid shipment:** 5,500 units
  - _"5,500+ humanoids shipped."_
  - Source: [@0_x_Bender on X](https://x.com/0_x_Bender/status/2092301530627981788)
- **Unitree Robotics:** $50billion
  - _"Unitree Robotics' Shanghai IPO saw its valuation soar to $50 billion after a 460% debut surge, fueled by retail investors oversubscribing 8,000 times."_
  - Source: [China’s Robot Boom Tests Investor Discipline](https://x.com/auditchina/status/2092223559615512825)
- **Unitree Robotics:** 5,500 units
  - _"Last year Unitree shipped more than 5,500 humanoid robots, and together with rival AgiBot accounted for more than 70% of the roughly 13,000 humanoids shipped globally."_
  - Source: [China’s Robot Boom Tests Investor Discipline](https://x.com/auditchina/status/2092223559615512825)
- **Unitree Robotics:** $250million
  - _"Revenue more than quadrupled last year to roughly $250 million, and the company is profitable — a distinction shared by almost none of its humanoid peers, foreign or domestic."_
  - Source: [China’s Robot Boom Tests Investor Discipline](https://x.com/auditchina/status/2092223559615512825)
- **Unitree Robotics:** $904million
  - _"Unitree, formally Hangzhou Yushu Technology, raised 6.1 billion yuan ($904 million) and became the first humanoid robot maker listed on a mainland Chinese exchange."_
  - Source: [China’s Robot Boom Tests Investor Discipline](https://x.com/auditchina/status/2092223559615512825)
- **industrial robots installed in China:** 276,000 units
  - _"China installed roughly 276,000 industrial robots last year."_
  - Source: [@GordonJohnson19 on X](https://x.com/GordonJohnson19/status/2092187012283437167)
- **industrial robots installed in the US:** 38,000 units
  - _"The US installed about 38,000."_
  - Source: [@GordonJohnson19 on X](https://x.com/GordonJohnson19/status/2092187012283437167)
- **operational stock of industrial robots in China:** 2,000,000 units
  - _"China's operational stock is roughly 2 million units against our 394,000."_
  - Source: [@GordonJohnson19 on X](https://x.com/GordonJohnson19/status/2092187012283437167)
- **operational stock of industrial robots in the US:** 394,000 units
  - _"China's operational stock is roughly 2 million units against our 394,000."_
  - Source: [@GordonJohnson19 on X](https://x.com/GordonJohnson19/status/2092187012283437167)
- **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."_
  - Source: [@GordonJohnson19 on X](https://x.com/GordonJohnson19/status/2092187012283437167)
- **opening price:** $1,100
  - _"opened on the Shanghai Stock Exchange at 1,100 yuan per share."_
  - Source: [@aniru4h on X](https://x.com/aniru4h/status/2092174178648490140)
- **市值缩水:** $2,000
  - _"宇树科技四天时间市值缩水超过2000亿元人民币。  "_
  - Source: [宇树科技上市4天市值缩水超过2000亿元，合理价值是多少？_搜狐网](https://x.com/winwenzhaowen/status/2092171251955716132)
- **Dogotix:** $900M
  - _"XPeng's humanoid robot unit Dogotix raises $900M at $6.3B valuation"_
  - Source: [@RobotFightMMA on X](https://x.com/RobotFightMMA/status/2092140355374264434)
- **funding:** $900M
  - _"XPeng's robotics unit raised over $900M at a $6.3B post-money valuation."_
  - Source: [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2092133596098359762)
- **funding:** $900M
  - _"The $900M splits three ways: $600M external, $200M from XPeng itself, $100M from executives."_
  - Source: [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2092133596098359762)
- **funding:** $900M
  - _"The $900M splits three ways: $600M external, $200M from XPeng itself, $100M from executives."_
  - Source: [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2092133596098359762)
- **funding:** $900M
  - _"The $900M splits three ways: $600M external, $200M from XPeng itself, $100M from executives."_
  - Source: [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2092133596098359762)
- **CXMT's IPO performance:** 466 units
  - _"Shares of CXMT soared 466% in their Shanghai debut last month."_
  - Source: [China robot maker Unitree's post-listing slump sparks bubble fears | Reuters](https://x.com/MI_Investments/status/2092596473850687835)
- **humanoid robots sold by Unitree in 2025.:** 5,500 units
  - _"China’s success is down to “a combination of policy support, public investment, mature supply chain, and advancements made in AI software and hardware,” Lian Jye Su, a tech analyst at consultancy firm Omdia, told Rest of World."_
  - Source: [Unitree Claims New Humanoid Robot Outruns Usain Bolt](https://x.com/danielM1960/status/2094938255418626081)
- **total humanoids sold worldwide in 2025.:** 13,000 units
  - _"Unitree alone shipping 5,500 of the 13,000 to 18,000 humanoids sold worldwide in 2025, the most of any manufacturer."_
  - Source: [Unitree Claims New Humanoid Robot Outruns Usain Bolt](https://x.com/danielM1960/status/2094938255418626081)
- **Standard Bots:** $200million
  - _"We led their $200 million Series C at a $1 billion valuation"_
  - Source: [Shareholder Letter — August 2026 | RoboStrategy](https://x.com/Rewkang/status/2092237850834342072)
- **Figure AI:** 1,000 units
  - _"Figure AI has started to ramp their production of Figure 03, crossing 1,000 humanoids in July"_
  - Source: [Shareholder Letter — August 2026 | RoboStrategy](https://x.com/Rewkang/status/2092237850834342072)
- **Nox Metals:** $11.5million
  - _"Nox Metals raised an $11.5 million seed roughly seven months after founding"_
  - Source: [Shareholder Letter — August 2026 | RoboStrategy](https://x.com/Rewkang/status/2092237850834342072)
- **Investor Interest:** $200billion
  - _"$200 billion a year flows into semi-liquid funds from the private wealth channel"_
  - Source: [Shareholder Letter — August 2026 | RoboStrategy](https://x.com/Rewkang/status/2092237850834342072)
- **Unitree's IPO price:** $163
  - _"opening at $163 against an IPO price of $22.34 before settling around $123."_
  - Source: [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](https://x.com/xmaquina/status/2095059173784588603)
- **dollars:** $66billion
  - _"Unitree Robotics surges 629% to US$66 billion valuation in Shanghai share debut Stock jumps as first listing by humanoid robo"_
  - Source: [Unitree Robotics surges 629% to US$66 billion valuation in Shanghai share debut | South China Morning Post](https://x.com/pcdoctor_kam/status/2092172641079537915)
- **dollars:** $9,800,000
  - _"Shanghai share debut Stock jumps as first listing by humanoid robot maker draws 9.8 million retail investment accounts competing for just 9.7 million shares. @SCMPNews http"_
  - Source: [Unitree Robotics surges 629% to US$66 billion valuation in Shanghai share debut | South China Morning Post](https://x.com/pcdoctor_kam/status/2092172641079537915)
- **dollars:** $9,700,000
  - _"oid robot maker draws 9.8 million retail investment accounts competing for just 9.7 million shares. @SCMPNews https://www.scmp.com/tech/tech-trends/article/3364499/unitree-"_
  - Source: [Unitree Robotics surges 629% to US$66 billion valuation in Shanghai share debut | South China Morning Post](https://x.com/pcdoctor_kam/status/2092172641079537915)
- **Unitree's global market share:** 20 units
  - _"Unitree, one of the biggest names in humanoid robotics with close to 20% of the global market."_
  - Source: [Trump Administration Blocks New Chinese Robots Over Spying Fears - Men's Journal](https://x.com/MensJournal/status/2092447000507605495)
- **AMI Labs funding:** $1.03billion
  - _"AMI Labs, the new venture co-founded by Turing Award winner Yann LeCun after he left Meta, has raised $1.03 billion at a $3.5 billion pre-money valuation."_
  - Source: [Yann LeCun's AMI Labs raises $1.03B to build world models | TechCrunch](https://techcrunch.com/2026/03/09/yann-lecuns-ami-labs-raises-1-03-billion-to-build-world-models)
- **Amount raised by AMI Labs in funding.:** $890,000,000
  - _"The French AI lab was reportedly seeking just €500 million last December, but ended up raising some €890 million, likely thanks to its team."_
  - Source: [Yann LeCun's AMI Labs raises $1.03B to build world models | TechCrunch](https://x.com/MikeTamir/status/2093444518494237175)

## Pulse

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  $AVGO just gave the most bullish semiconductor outlook you’ll hear all year. Exactly the kind of thing you want to hear for a company like $AEHR. And it closed deep red yesterday anyway. Broadcom said…
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  News coverage of humanoids and physical AI demonstrations for EU Parliament in Brussels. "AI-powered robots briefly took over the European Parliament this week to showcase the continent's creators as …
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- [@xmaquina on X](https://x.com/xmaquina/status/2095783984538255473)
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- [@humanoidsdaily on X](https://x.com/humanoidsdaily/status/2095535083763453957)
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- [@CrossedOffCap on X](https://x.com/CrossedOffCap/status/2095535057800741170)
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- [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2095535005136990615)
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- [@CrossedOffCap on X](https://x.com/CrossedOffCap/status/2095535002645565766)
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- [@Newsforce on X](https://x.com/Newsforce/status/2095534786261704880)
  ‼️ 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 firm…
- [@CrossedOffCap on X](https://x.com/CrossedOffCap/status/2095532892017340449)
  When businesses like $CCXI / @agilityrobotics and @Figure_robot are in their early commercialization phase, looking at their strategic backers are is a helpful way to gauge their chances of long term …
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2095508976444055987)
  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
- [@humanoidsdaily on X](https://x.com/humanoidsdaily/status/2095488992410034206)
  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 2…
- [@Newsforce on X](https://x.com/Newsforce/status/2095455511512539279)
  🇺🇸 @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 f…
- [@Biti8888 on X](https://x.com/Biti8888/status/2095396766870827162)
  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 do…
- [@ruima on X](https://x.com/ruima/status/2095332645064659404)
  Whatever you think of Unitree, you have to agree that at least the founder, Wang Xingxing, is not trying to add to the hype. The day after his IPO, he said that the ChatGPT moment for robotics hasn't …
- [@techniahqrobot on X](https://x.com/techniahqrobot/status/2095252981147140443)
  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. Meanwhil…
- [@Newsforce on X](https://x.com/Newsforce/status/2095246383347372275)
  🇺🇸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 wh…
- [@logical_traderr on X](https://x.com/logical_traderr/status/2095224611722166367)
  A very good article on OSAT business (Outsourced Semiconductor Assembly and Test) is on the way for you folks. Been working on it, and honestly, I'm quite excited to share it with you all. Hopefully, …
- [@engineeredarts_ on X](https://x.com/engineeredarts_/status/2095123552077033589)
  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 en…
- [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](https://x.com/elonmusk/status/2095223438252413175)
  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 Bast…
- [Leaderdrive Approves Hong Kong H-Share Plan, but HKEX Filing Is Not Yet Verified - Humanoid Analytics](https://x.com/HumanoidAn/status/2095159938821865700)
  Close Menu - Companies - Company Tracker - Deployment Tracker - Funding Tracker - Deployments - Technology - Funding - Markets - Our Services X (Twitter) Mastodon LinkedIn Switch to Dark Design - easi…
- [XMAQUINA on X: "Humanoid Digest: August

Another humanoid company made its public market debut this month, while the World Humanoid Robot Games in Beijing delivered another successful showcase for the industry.

Here’s what happened 🧵" / X](https://x.com/xmaquina/status/2095059161176482257)
  Post Log in Sign up Post XMAQUINA on X: "Humanoid Digest: August Another humanoid company made its public market debut this month, while the World Humanoid Robot Games in Beijing delivered another suc…
- [LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows.

@ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, includi… / X](https://x.com/chris_j_paxton/status/2095114381818253768)
  Post Log in Sign up Post LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows. @ZiNovaLabs builds on TRON 2 to explore an innovati…
- [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](https://x.com/TIGChicago/status/2094968161724436909)
  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 A…
- [@BitsWattsDesk on X](https://x.com/BitsWattsDesk/status/2094956930775253329)
  Two weeks ago I posted Harmonic Drive's (TSE: 6324) order book by region, after getting an earlier claim about it wrong. China was the only region where orders fell. The company has now put a five-yea…
- [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](https://x.com/Aquaforge_X/status/2094945710726897816)
  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 "Machin…
- [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](https://x.com/VanEmmerickKris/status/2094940383725715495)
  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 Tes…
- [Norbert Health Raises US$14 Million Series A for Autonomous Robotic Nursing Assistants](https://www.theinvestorsociety.com/p/537ce184-44e5-47ce-b01d-9cf5fdf15a52)
  Norbert Health, a Brooklyn-based company that turns robotic hardware into autonomous nursing assistants, raised a US$14 million Series A announced September 1, 2026. The round was led by William A. Ma…
- [@gdubon007 on X](https://x.com/gdubon007/status/2094935372648046654)
  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 domest…
- [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](https://x.com/adcock_brett/status/2094886658625994978)
  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 @…
- [@HumanoidsHQ on X](https://x.com/HumanoidsHQ/status/2094871999176728771)
  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…
- [Job Post | Agility](https://x.com/agilityrobotics/status/2094831218273734786)
  Skip to Content Job Application for Senior Systems Engineer at Agility Robotics Back to jobs Senior Systems Engineer Hybrid- Fremont, CA Apply Agility’s commercially deployed humanoids operate alongsi…
- [wafer on X: "We’re excited to announce that we’ve raised a $40M Series A!

co-led by @MarathonMP and @chemistry, with participation from @Wing_VC, @AMD Ventures, @outsetcap, @fiftyyears, and @ycombinator, and our existing investors doubling down on @wafer_ai. we are also joined by an incredible lis… / X](https://x.com/frontrunvc/status/2094841271244247488)
  Post Log in Sign up Post wafer on X: "We’re excited to announce that we’ve raised a $40M Series A! co-led by @MarathonMP and @chemistry, with participation from @Wing\VC, @AMD Ventures, @outsetcap, @f…
- [@OptionKing666 on X](https://x.com/OptionKing666/status/2094638592253370646)
  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…
- [@investingvc on X](https://x.com/investingvc/status/2094621936265376080)
  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 i…
- [tphuang on X: "GLM-6 disclosed - more parameter &amp; lower activation ratio &amp; inference cost &amp; 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 &amp; purchased c… / X](https://x.com/tphuang/status/2094601178684264502)
  Post Log in Sign up Post tphuang on X: "GLM-6 disclosed - more parameter &amp; lower activation ratio &amp; inference cost &amp; improved post training expected. Model to make self training decisions …
- [@tphuang on X](https://x.com/tphuang/status/2094601174422855998)
  It already went oversea w/ Malaysia deployment & will have more oversea CSP cooperation deal signed in next month or 2. It already has 100k domestic AI chip inference cluster & plan to increase signif…
- [tphuang on X: "How it views its own models in terms of the kind of tasks them can do. GLM-5.3 in terms of long time horizon work is still short of 1 wk, need at least 1 month to be autonomous.

Flash is the 1st one to use domestic chips &amp; have low cost + intelligence to support long tasks." / X](https://x.com/tphuang/status/2094601170102747138)
  Post Log in Sign up Post tphuang on X: "How it views its own models in terms of the kind of tasks them can do. GLM-5.3 in terms of long time horizon work is still short of 1 wk, need at least 1 month …
- [@tphuang on X](https://x.com/tphuang/status/2094601165707034939)
  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 -> Au…
- [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2094589489028952239)
  Cerebras is great, & the people at Cerebras are great & lovely! But since NVIDIA showed off their LPX's amazing perf at Hot Chips & OpenAI Jalapeno performance was released, Cerebras folks have been m…
- [TradingView weekly recap: SoftBank ~$6B implied bid for 1X majority (talks ongoing)](https://www.tradingview.com/news/tradingview:a64c34ba7b051:0-weekly-recap-1x-technologies-acquisition-talks-and-sb-energy-ipo-filings/)
  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. C…
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2094536126589555020)
  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…
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2094536120793268698)
  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 …
- [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](https://x.com/pstAsiatech/status/2094536116539961624)
  下载客户端 登录 无障碍 - +1 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 澎湃新闻记者 滕晗 2026-08-28 11:44 来源：澎湃新闻 ∙ 财经上下游 > 听全文 字号 8月28日，国家发展改革委举行8月份新闻发布会，国家发展改革委政策研究室副主任、委新闻发言人李超在会上强调，机器人产业涉及人工智能、先进制造、新材料等诸多前沿技术，必须坚持因地制宜、健康有序发展，立…
- [@slinkyhammer on X](https://x.com/slinkyhammer/status/2094524101612245439)
  🚨 $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-…
- [@HermesAtGoke on X](https://x.com/HermesAtGoke/status/2094523531904024764)
  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 …
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2094495356025483563)
  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 o…
- [@Astra1Byte on X](https://x.com/Astra1Byte/status/2094493801410662483)
  Four years ago, Figure didn’t have a robot. Today it’s valued at $39B and has already shipped 1,000+ humanoids. CEO Brett Adcock says the real advantage isn’t the AI it’s that hardware, models, and ma…
- [@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…](https://x.com/RussellQuantum/status/2094493784109166718)
  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 d…
- [The Humanoid Hub on X: "Asimov 1 has begun first shipments.

The DIY kit is aimed at developers, researchers and hobbyists who want an affordable humanoid platform.

Total assembly time is estimated at around 20 hours. Price: $20k." / X](https://x.com/TheHumanoidHub/status/2094472778087113164)
  Post Log in Sign up Post The Humanoid Hub on X: "Asimov 1 has begun first shipments. The DIY kit is aimed at developers, researchers and hobbyists who want an affordable humanoid platform. Total assem…
- [東大発の燈、秋田のモーター製造アスターに出資　フィジカルAIに3年で300億円 - 日本経済新聞](https://www.nikkei.com/article/DGXZQOUC26B5L0W6A820C2000000)
  メインコンテンツへスキップ / 0 この記事は会員限定記事です - メールで送る - リンクをコピーする - note - X（旧Twitter） - Facebook - はてなブックマーク - LinkedIn - Bluesky 日経の記事利用サービスについて 企業での記事共有や会議資料への転載・複製、注文印刷などをご希望の方は、リンク先をご覧ください。 詳しくはこちら 人工知能（AI）開発…
- [東大発の燈、秋田のモーター製造アスターに出資　フィジカルAIに3年で300億円 - 日本経済新聞](https://x.com/HiroakiSait/status/2094536728916926881)
  メインコンテンツへスキップ / 0 この記事は会員限定記事です - メールで送る - リンクをコピーする - note - X（旧Twitter） - Facebook - はてなブックマーク - LinkedIn - Bluesky 日経の記事利用サービスについて 企業での記事共有や会議資料への転載・複製、注文印刷などをご希望の方は、リンク先をご覧ください。 詳しくはこちら 人工知能（AI）開発…
- [@ruima on X](https://x.com/ruima/status/2094468785591964066)
  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…
- [@techniahqrobot on X](https://x.com/techniahqrobot/status/2094465636265087097)
  Humanoid robotics has its own language. Here are 30 acronyms you will see constantly API = Application Programming Interface BC = Behavior Cloning CoM = Center of Mass CoP = Center of Pressure DoF = D…
- [@rich_odinn on X](https://x.com/rich_odinn/status/2094456459006214553)
  SoftBank dropped $200,000,000 on this company - and this 15-second interaction proves why Shanghai-based Fourier Intelligence deployed their $125,000 GR-1 humanoid onto public transit to assist an eld…
- [Agility: Digit at Amazon/Toyota/GXO; SPAC path at $2.5B; RoboFab 10k/yr](https://www.chronline.com/stories/oregon-robotics-company-says-the-industry-needs-a-reality-check-i-really-want-to-pop-that,407333)
  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…
- [@frontrunvc on X](https://x.com/frontrunvc/status/2094448223775494221)
  EARLY: 5 @ycombinator fall cohort companies across Compute, Energy, Hardware and DevTools. 👇 @nodussss - 1 follower - (Compute): the first intelligent execution layer for ai workloads. founders: @vis…
- [@XBITDEX_ZH on X](https://x.com/XBITDEX_ZH/status/2094438791729856578)
  Unitree 从狂热回到现实 宇树科技上市首日最高以 1,100 元开盘，较发行价暴涨超过 600%。 仅仅 9 个交易日后，股价最低已经来到 555.80 元，距离上市开盘价几乎腰斩。 但即便如此，目前股价仍比 150.80 元的 IPO 发行价高约 275%。 机器人没有降温，降温的是估值。
- [China AI IPO boom: Unitree Shanghai debut +460%, then >40% off peak](https://fortune.com/2026/08/31/chinas-ai-ipo-boom-shein/)
  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 4…
- [Unitree Robotics stock soars 460% in Shanghai IPO debut](https://x.com/Innov8_Energy/status/2094425136325697819)
  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·…
- [Europe’s AI Drive Outpaces a Fragile Chip Supply Chain - IEEE Spectrum](https://spectrum.ieee.org/europes-ai-drive)
  IEEE.org IEEE Xplore IEEE Standards IEEE Job Site More Sites Sign In Join IEEE Return to homepage The E.U.’s AI Drive Undermines Its ​Own Chip Strategy Share FOR THE TECHNOLOGY INSIDER Search: Explore…
- [Europe’s AI Drive Outpaces a Fragile Chip Supply Chain - IEEE Spectrum](https://x.com/IEEESpectrum/status/2094425198195782121)
  IEEE.org IEEE Xplore IEEE Standards IEEE Job Site More Sites Sign In Join IEEE Return to homepage The E.U.’s AI Drive Undermines Its ​Own Chip Strategy Share FOR THE TECHNOLOGY INSIDER Search: Explore…
- [SoftBank in talks for majority stake in humanoid maker 1X at $6bn… | Newnex](https://x.com/NewnexHQ/status/2094441375047512559)
  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…
- [Veeda AI Raises $90M Seed to Build "The Matrix" for Physical AI - WOWTALE](https://en.wowtale.net/2026/08/31/234943)
  Skip to content - AI - · - Funding - · - Robotics Veeda AI Raises $90M Seed to Build “The Matrix” for Physical AI 8/31/2026 ・ 버섯돌이(Taehyun Kim) Training a robot to master a new motion takes thousands …
- [Veeda AI Raises $90M Seed to Build "The Matrix" for Physical AI - WOWTALE](https://x.com/mushman1970/status/2094416619275473057)
  Skip to content - AI - · - Funding - · - Robotics Veeda AI Raises $90M Seed to Build “The Matrix” for Physical AI 8/31/2026 ・ 버섯돌이(Taehyun Kim) Training a robot to master a new motion takes thousands …
- [1X SoftBank recap: majority talks at ~$6B vs prior $10B ask; NEO Hayward 10k/yr](https://startupfortune.com/softbank-is-negotiating-to-buy-majority-control-of-humanoid-maker-1x-at-a-6-billion-discount/)
  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. Piec…
- [@PANONYGroup on X](https://x.com/PANONYGroup/status/2094402070724112752)
  #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 bil…
- [Biti8 on X: "Four years ago, @Figure_robot didn’t even have a robot.

Today, it’s valued at $39B, has built 1,000+ humanoids, deployed robots at BMW, built its own AI models, manufacturing infrastructure and a global data collection network.

What impresses me most is the speed.

Figure isn’t build… / X](https://x.com/adcock_brett/status/2094462666798723307)
  Post Log in Sign up Post Biti8 on X: "Four years ago, @Figure\robot didn’t even have a robot. Today, it’s valued at $39B, has built 1,000+ humanoids, deployed robots at BMW, built its own AI models, m…
- [@HumanoidsHQ: Strong excitement around a potential product launch and its possible major impact on Tesla ($TSLA), with some predicting it could become…](https://x.com/HumanoidsHQ/status/2094398635333091491)
  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.
- [Oregon robotics company says the industry needs a reality check: ‘I really want to pop that bubble’ - oregonlive.com](https://x.com/agilityrobotics/status/2094466317411872857)
  Skip to Article The $1 Sale is Here! Labor Day Savings End on 9/9/26 Close By - Mike Rogoway \| The Oregonian/OregonLive The internet is full of videos of robots running races, doing backflips, dancin…
- [@CoinCoachSignal on X](https://x.com/CoinCoachSignal/status/2094387424139104675)
  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 RO…
- [The humanoid robot sector continues to have a breakout year (HUMN:BATS) | Seeking Alpha](https://seekingalpha.com/news/4638077-the-humanoid-robot-sector-continues-to-have-a-breakout-year)
  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…
- [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094366980014739648)
  Goldman Sachs: Humanoids and memory Memory is expected to be up to 40% of semiconductor dollar content for humanoid robots (excluding GPU/CPUs). Goldman Sachs: Although content can vary, we assume an …
- [@jiemian_news on X](https://x.com/jiemian_news/status/2094355048415555668)
  📉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 …
- [@GabrielnSpace on X](https://x.com/GabrielnSpace/status/2094350888211234898)
  i thought community robot data would hit diminishing returns fast but Axis Dataset V1 just made that take look stupid @axisrobotics pushed π0.5 from 83.9% to 88.8% on LIBERO Plus, and performance kept…
- [@tom_dallimore on X](https://x.com/tom_dallimore/status/2094338700058730728)
  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 bac…
- [How Figure Became the Biggest Name in Robotics | XMAQUINA DAO](https://x.com/xmaquina/status/2094334389979373824)
  Genesis Auction Wave 2! Launches June 24 Get DEUS homeDAO Portal How Figure Became the Biggest Name in Robotics Color theme: Four years, three generations of humanoids, a $39 billion valuation and now…
- [Humanoid Robots News | AI Breakthroughs, Robotics Trends & Synthetic Updates](https://x.com/OperationsPLS/status/2094322144486539766)
  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 Instructio…
- [@Tanminhday on X](https://x.com/Tanminhday/status/2094317736214372428)
  🤖 Something is changing in Physical AI. For years, humanoid robots were mostly about impressive demos. This week feels different. $900M+ raised by XPeng’s robotics business. Figure committing over $1…
- [UBTECH Reports 104% Revenue Surge in H1 2026 as Full-Size Humanoids Drive Growth | Humanoids Daily](https://x.com/humanoidsdaily/status/2094362979324088739)
  Search articles Key Takeaways Show all - UBTECH Robotics reported first-half 2026 revenue of RMB 1.27 billion (approximately $188.8 million), marking a 104.1% year-over-year increase. - Revenue from f…
- [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](https://x.com/benzhou327/status/2094310237465387294)
  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 Robot…
- [Humanoid Intelligence on X: "Optimus is on track to become the ultimate “everything” robot." / X](https://x.com/HumanoidsHQ/status/2094257552271761629)
  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 “e…
- [@fezakessy_176 on X](https://x.com/fezakessy_176/status/2094256301551354082)
  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 …
- [@serraotweets on X](https://x.com/serraotweets/status/2094229194729238807)
  @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 …
- [Apptronik Forge tape Aug 31: $36.97 (-7.94%), $5B mark; $964.7M total funding](https://forgeglobal.com/apptronik_stock/)
  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 0…
- [Xpeng robotics unit: >$900M at >$6.3B; Iron mass production targeted end-2026](https://www.technology.org/2026/08/31/chinese-automakers-humanoid-robots-xpeng-iron/)
  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 …
- [BYD opens car plants to PaXini robots; announced Monday after Aug 25 deal](https://eletric-vehicles.com/byd/byd-deepens-paxini-tie-up-giving-robots-access-to-its-car-plants/)
  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 factor…
- [Unitree stock halved 12 days after Shanghai IPO](https://www.trendingonweibo.com/hotwords/unitree-stock-halves-twelve-days-after-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 firs…
- [@Robot_AIsignals on X](https://x.com/Robot_AIsignals/status/2094201246987034914)
  Show it once. That is the entire instruction. In a post published in August, Skild AI introduced S1, a robotics foundation model prompted with a video demonstration in place of a written command. The …
- [@AIEquities on X](https://x.com/AIEquities/status/2094159401305129398)
  $CCXI valuation is being disrespected right now and I see asymmetry in the trade. Humanoid valuations (Aug 2026): Tesla Optimus — no standalone; Tesla ~$1.38T Figure AI — $39B Unitree — public, ~$33–3…
- [@Robot_AIsignals on X](https://x.com/Robot_AIsignals/status/2094154690241978745)
  The robot industry's data shortage just became a gig job. On 25 August Figure launched Index, an app that pays people by the minute to film themselves doing ordinary household and workplace tasks. Tha…
- [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](https://x.com/digitaworld1/status/2094131108371660881)
  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 …
- [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094086421413814627)
  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 $…
- [@Michaelzsguo on X](https://x.com/Michaelzsguo/status/2094083552782471203)
  宇树科技上市不到两周，股价已经坐了一轮过山车。 8 月 19 日,股票在科创板挂牌,发行价 150.8 元。首日盘中冲到 1100 元,收盘 845 元,涨幅 460%。之后连续下跌,8 月 28 日跌到 585 元,比首日最高点跌了近一半。 资本市场现在盯着几个具体问题:机器人能不能进工厂、能不能进家庭、能不能规模化交付、收入和利润什么时候能追上估值。跳舞、打拳、跑步这些展示动作已经不再是关注点…
- [@dsoajh on X](https://x.com/dsoajh/status/2094055561390145833)
  @theinformation SoftBank is set to acquire humanoid robot developer 1X, valued at approximately $6 billion, in a deal backed by OpenAI.
- [@theinformation on X](https://x.com/theinformation/status/2094055040759615955)
  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
- [@InsanelyQurious on X](https://x.com/InsanelyQurious/status/2094047943217021317)
  @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,…
- [@continuumlabs_ on X](https://x.com/continuumlabs_/status/2094034760012062968)
  From record humanoid funding to new data engines and factory-scale deployment plans, here’s what happened this week in Physical AI: 1️⃣ @XPENG_Global’s robotics unit raised $900M+ at a $6.3B valuation…
- [Unitree STAR IPO: ~$900M raised, ~$9B IPO val, 5,500 humanoids shipped 2025](https://startupfortune.com/china-builds-the-worlds-best-robot-bodies-but-still-cant-give-them-a-brain/)
  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%. Backe…
- [@davidcao01 on X](https://x.com/davidcao01/status/2093825616478941207)
  The Supply Chain Shortage for UxV and Robots: Who Is Filling the Gap? Top 20 Components to Watch | New suppliers from Mexico, Taiwan, Japan, Korean | The VC and Entrepreneurs Angle Two weeks apart, tw…
- [Committee on Foreign Investment in the United States, Annual Report to Congress, Report Period: CY 2025](https://x.com/BillHughesDC/status/2093808869751288102)
  COMMITTEE ON FOREIGN INVESTMENT IN THE UNITED STATES ANNUAL REPORT TO CONGRESS Report Period: CY 2025 CFIUS – ANNUAL REPORT TO CONGRESS – CY 2025 This page is intentionally left blank. CFIUS – ANNUAL …
- [@elonmusk on X](https://x.com/elonmusk/status/2093794565274669068)
  SpaceX and Tesla are each building 100GW/year of solar production capacity as fast as possible, but natural gas will still be needed to supplement and bootstrap solar for several years. The limiting f…
- [@techniahqrobot on X](https://x.com/techniahqrobot/status/2093739174746611828)
  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,…
- [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](https://x.com/spaceandtech_/status/2093726511153185005)
  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 …
- [@Allstarsv16 on X](https://x.com/Allstarsv16/status/2093708086989169148)
  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 t…
- [@Joieofvivre on X](https://x.com/Joieofvivre/status/2093706051417989392)
  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 …
- [@HumanoidInvest on X](https://x.com/HumanoidInvest/status/2093697858742460890)
  $CCXI 🤖 $AGLT @agilityrobotics J.P. Morgan just outlined the upcoming Humanoid robotics bottleneck Demand will be outweighing supply by a large margin Q4 2026 Should be interesting as Agility becomes…
- [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](https://x.com/RetailVolts/status/2093685097048473926)
  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. \#HumanoidRobotic…
- [South Korea Commits KRW 2.3 Trillion to Build Full-Stack Humanoid Robotics Ecosystem by 2030 | Humanoids Daily](https://x.com/humanoidsdaily/status/2093648555726590278)
  Search articles Key Takeaways Show all - Dedicated Humanoid Capital: South Korea is investing KRW 2.3 trillion ($1.66 billion) through 2030 to build an indigenous, full-stack humanoid robotics industr…
- [@massimo_mazza on X](https://x.com/massimo_mazza/status/2093602228305117611)
  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+ Th…
- [@VaderResearch on X](https://x.com/VaderResearch/status/2093601165913067580)
  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 a…
- [@fuelmeupcc on X](https://x.com/fuelmeupcc/status/2093581567847215558)
  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…
- [@techniahqrobot on X](https://x.com/techniahqrobot/status/2093518320653750308)
  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…
- [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](https://x.com/TheHumanoidHub/status/2093801735777288575)
  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 \-\- …
- [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](https://x.com/TheHumanoidHub/status/2093515766427681143)
  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…
- [@fuelmeupcc on X](https://x.com/fuelmeupcc/status/2093505648931611029)
  150+ humanoid companies in China, and most run on state money per the NDRC. Great arms, dumb brains. The hardware is cheap because Beijing subsidizes it, the intelligence is the wall nobody can buy th…
- [Chinese automakers are following Tesla’s bet that robots are the next big profit machine | TechCrunch](https://x.com/TechCrunch/status/2093480031574016250)
  Skip to content Image Credits: Zhang Haofu/Xinhua / Getty Images Robotics Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link Chinese automakers are following Te…
- [Inside Agility's bet on factory-first humanoids | The Deep View](https://x.com/agilityrobotics/status/2095226502589653503)
  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 th…
- [@myusedrobot on X](https://x.com/myusedrobot/status/2093428413037953433)
  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 resid…
- [@notreload_ai on X](https://x.com/notreload_ai/status/2093427539083464980)
  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
- [mete on X: "Robotics funding rounds in Aug 26 🤖

🇨🇳 XPENG Robotics | $900M
🇨🇭 Gravis Robotics | $200M
🇨🇳 PokeBot | $100M
🇨🇳 DISCOVER Robotics | $100M" / X](https://x.com/VaderResearch/status/2093399166500085921)
  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 @Vade…
- [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2093391401551872314)
  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…
- [@Biti8888 on X](https://x.com/Biti8888/status/2093344580116586664)
  🚨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 …
- [Why Top Founders Are Racing Into AI Infrastructure - YouTube](https://x.com/a16z/status/2093340813174747432)
  Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with yo…
- [The Humanoid Race Is Moving From Lab to Factory](https://x.com/resourcestock_/status/2093336315190554897)
  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 Em…
- [@Eva200699 on X](https://x.com/Eva200699/status/2093255511441629331)
  一场闹剧：宇树科技的IPO狂欢与一地鸡毛 2026年8月，A股“人形机器人第一股”宇树科技（688836）正式登陆科创板。 开盘直接冲上1100元，较150.80元的发行价暴涨629.44%，市值一度飙至4449亿元。 一签500股，开盘浮盈47.46万元，创下注册制以来新股打新收益新高。 市场沸腾了。 媒体欢呼“90后新首富诞生”，散户奔走相告：“中了就是赚了。” 然而，仅仅四个交易日后，股价最…
- [@marketmaker_hq on X](https://x.com/marketmaker_hq/status/2093221444360736934)
  10,000 humanoid robots sold out in 5 days generating $200,000,000+ in pre-orders overnight OpenAI backed 1X Technologies just proved consumer demand for home bots is officially reaching mass hysteria …
- [IHR006 | Monthly Insight | August 2026 – Industry Humanoid Robotics](https://x.com/NewsHumanoid/status/2093221759612764529)
  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…
- [IHR006 | Monthly Insight | August 2026 – Industry Humanoid Robotics](https://x.com/NewsHumanoid/status/2094061055253090327)
  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…
- [@jinseongeo83473 on X](https://x.com/jinseongeo83473/status/2093061326516224295)
  $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 con…
- [@antopatrex1 on X](https://x.com/antopatrex1/status/2093052646873821333)
  @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.
- [@noboonchain on X](https://x.com/noboonchain/status/2093052508696612987)
  @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…
- [Dyna Robotics on X: "After so many demos, models, pilots, robots are still struggling to land real deployments with real customers. Until now.

Today we’re excited to share that our robots have successfully crossed the ROI threshold, and Din Tai Fung, one of the highest revenue per location restaur… / X](https://x.com/TheHumanoidHub/status/2093387536962076683)
  Post Log in Sign up Post Dyna Robotics on X: "After so many demos, models, pilots, robots are still struggling to land real deployments with real customers. Until now. Today we’re excited to share tha…
- [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](https://x.com/NVIDIARobotics/status/2093080366089429232)
  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 g…
- [@antopatrex1 on X](https://x.com/antopatrex1/status/2093020726919938218)
  unitree IPO'd and was oversubscribed 8,000x by retail investors. backed by deepseek and a state oil company. shipped 5,500 humanoids last year. valued at $9B. this is what industrial policy looks like…
- [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2093018111352139857)
  $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 re…
- [@ricci_nov on X](https://x.com/ricci_nov/status/2093015329303642238)
  @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 ha…
- [@StragglerLiu on X](https://x.com/StragglerLiu/status/2092976850360553919)
  At Hyundai Motor's 2026 CEO Investor Day on August 26, CEO José Muñoz made a statement that deserves serious attention: Hyundai is considering selling Boston Dynamics' humanoid robot Atlas through its…
- [@thetechstartups on X](https://x.com/thetechstartups/status/2092960301419303005)
  🚨 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 hom…
- [@CyberRobooo on X](https://x.com/CyberRobooo/status/2092955914122981747)
  Hyundai is considering selling its humanoid robot Atlas through its dealer network. At Hyundai Motor's 2026 CEO Investor Day event yesterday... Hyundai plans to deploy Boston Dynamics’ Atlas at its ow…
- [@HumanoidsHQ on X](https://x.com/HumanoidsHQ/status/2092945704364781783)
  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 f…
- [@ValueInIdeas on X](https://x.com/ValueInIdeas/status/2092924537415594162)
  $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 …
- [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](https://x.com/hectoinc/status/2092907811697274940)
  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…
- [Shuddhatma Jain on X: "Sanja Fidler quit her job running NVIDIA's Toronto AI lab, started a company three months ago, and has already pulled in $90 million without shipping a single product.

nobody is betting on a robot here. they're betting she can build the world robots learn inside 🧵" / X](https://x.com/decepticons0101/status/2092904684730081387)
  Post Log in Sign up Post Shuddhatma Jain on X: "Sanja Fidler quit her job running NVIDIA's Toronto AI lab, started a company three months ago, and has already pulled in $90 million without shipping a …
- [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](https://x.com/humanoidsdaily/status/2092859776606625903)
  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. Cont…
- [China can build kung fu-fighting robots. But it can’t get them to do factory work | Reuters](https://x.com/Reuters/status/2093008136097702201)
  Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv LIUZHOU, China - Inside a training center in southern China, more than 100 humanoid …
- [@heyshrutimishra on X](https://x.com/heyshrutimishra/status/2092819832534405215)
  Unitree's humanoid robots went viral doing kung fu at China's New Year Gala. Search volume jumped 300%. Orders doubled within hours. Then the company went public on Shanghai's STAR Market. The IPO rai…
- [@HumanoidInvest on X](https://x.com/HumanoidInvest/status/2092815497788018852)
  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 MAJO…
- [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](https://x.com/sinyalkatmani/status/2092809630002897170)
  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, O…
- [Humanoid Investing on X: "SoftBank Negotiating Majority Stake In Humanoid Maker 1X At $6 Billion Valuation" / X](https://x.com/HumanoidInvest/status/2092804536683434393)
  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 …
- [@CapitalSqueez on X](https://x.com/CapitalSqueez/status/2092797538525143505)
  $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 ha…
- [@wallstengine on X](https://x.com/wallstengine/status/2092791534320271417)
  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 r…
- [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](https://x.com/OddDiligence/status/2092791520201957451)
  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 …
- [@tradfi on X](https://x.com/tradfi/status/2092790446582084052)
  *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 T…
- [@RedboxWire on X](https://x.com/RedboxWire/status/2092788733707997241)
  SoftBank Negotiating Majority Stake In Humanoid Maker 1X At $6 Billion Valuation, The Information Says
- [@FirstSquawk on X](https://x.com/FirstSquawk/status/2092788729501081984)
  SoftBank Negotiating Majority Stake In Humanoid Maker 1X At $6 Billion Valuation, The Information Says
- [Hyundai Says Atlas Will Not Replace Workers — One Day After Settling a Strike Over Exactly That | Humanoids Daily](https://x.com/humanoidsdaily/status/2092740773548609759)
  Search articles Key Takeaways Show all - CEO José Muñoz told investors that Hyundai's US robot plant will start production in 2028 with 30,000 units of annual capacity, calling it "the world's first l…
- [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](https://x.com/AIDailyBrief/status/2092677713945612510)
  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 Ch…
- [Humanoids are for marketing, robots are the real business](https://x.com/vector__news/status/2092669106319167753)
  READ00% The Apollo that Apptronik showed the world at the end of June has two legs, a torso, a head and the general proportions of a five-foot-eight adult. The Apollo its paying customers keep asking …
- [Open roles with founders hailing from NVIDIA, Citadel, Palantir, and MIT](https://x.com/katiekirsch/status/2092664309528883528)
  SubscribeSign in Discover more from a16z Jobs New jobs every day. Subscribe By subscribing, you agree Substack's Terms of Use, and acknowledge its Information Collection Notice and Privacy Policy. Alr…
- [Dynamo Dispatch (2026/08/24) - by Santosh Sankar](https://x.com/ThisIsDynamo/status/2092645452168520089)
  Dispatch by Dynamo Ventures SubscribeSign in Discover more from Dispatch by Dynamo Ventures The signal in the noise of the industrial renaissance. Each week, we distill the headlines that matter acros…
- [@ThomasSmale on X](https://x.com/ThomasSmale/status/2092613535482413228)
  $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 …
- [Milk Road PRO](https://x.com/MilkRoadRobotix/status/2092613323565261225)
  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\…
- [Robot brain builders are pushing out of their GPT-2 era | TechCrunch](https://x.com/HarryMellsop/status/2092651092026728509)
  Checking your Browser… Verifying... Stuck? Troubleshoot Success! Verification failed Troubleshoot Verification expired Refresh Verification expired Refresh Troubleshoot Cloudflare, opens in a new tab …
- [@AskHeyTheo on X](https://x.com/AskHeyTheo/status/2092574366420906047)
  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 g…
- [@UnitreeStore_SH on X](https://x.com/UnitreeStore_SH/status/2092555273936503147)
  Unlock unlimited sports potential (Extra large joint movement space angle, 23~43 joints) Force control of dexterous hands, manipulation of all thingsImitation & reinforcement learning driven Robot wor…
- [@zhodonx on X](https://x.com/zhodonx/status/2092555239282843992)
  I’ve said before that I think Google & DeepMind are playing a longer game with models. This is still a firm stance. Because a lot of the time, i think people look at Google’s model strategy too narrow…
- [Axis Robotics × Binance Wallet Campaign: Participation Guide](https://x.com/axisrobotics/status/2092505850024014172)
  Back Axis Robotics launches an exclusive robot-data campaign on Binance Wallet. Binance Keyless Wallet users get their own task set on Axis Hub and their own reward pool of 1,500,000 Axis Points, sepa…
- [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](https://x.com/axisrobotics/status/2092496983378506197)
  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 dat…
- [@dannywang311000 on X](https://x.com/dannywang311000/status/2092441598496018567)
  **信息差赚钱**：2026年7月FCC宣布限制进口外国制造的人形/移动机器人；8月UBTech "U1"已接1.3万订单，宇树科技科创板IPO，市值超600亿； 8月19-23日世界机器人大会在北京举行，300余家企业参展，150余款新品首发。 **为什么现在是窗口期（反常识洞察）**：FCC封堵的是**进口**替代，但不是封堵**国内需求**。国内制造业、餐饮、医疗、养老对人形机器人的采购需求…
- [@dredgefactory on X](https://x.com/dredgefactory/status/2092395639384539542)
  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 ma…
- [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2092388111083065555)
  Figure takes vertical integration to another level. Figure built its own egocentric data collection pipeline. Index is a crowdsourcing platform where anyone can collect data. - 264K app downloads acro…
- [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](https://x.com/adetola_solesi/status/2092345593053970665)
  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 shippe…
- [Watch Agility Robotics CEO on Plans To Go Public, China Rivals - Bloomberg](https://x.com/agilityrobotics/status/2092337323828727890)
  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 p…
- [@ParadisLabs on X](https://x.com/ParadisLabs/status/2092314785798828322)
  Humanoid BOM model: Current humanoid BOM = ~$68k based on channel checks across 3 humanoid OEMs (UK and US). - Actuation = 33.8% of current BOM - Dextrous hands = 30.3% - Structure = 7.6% - Sensing = …
- [Markets surge, track records fall, and in-context learning hits physical AI](https://x.com/humanoidsdaily/status/2092310040015253587)
  - Home - Posts - Markets surge, track records fall, and in-context learning hits physical AI Markets surge, track records fall, and in-context learning hits physical AI Unitree’s market whiplash, an 8…
- [Figure on X: "By the numbers:

→ While in stealth, we crossed 264,000 app downloads
→ Uploading over 30 min of video very second
→ Over 16M video uploads
→ Paid out $15M to date

Weekly active users is now over 43,000" / X](https://x.com/Figure_robot/status/2092305015075729587)
  Post Log in Sign up Post Figure on X: "By the numbers: → While in stealth, we crossed 264,000 app downloads → Uploading over 30 min of video very second → Over 16M video uploads → Paid out $15M to dat…
- [Figure on X: "We've now collected data in 108 countries to date

Here's a global map of our collection, now updating live on our website, each point of light represents a real world contributions to our dataset" / X](https://x.com/Figure_robot/status/2092304775035662813)
  Post Log in Sign up Post Figure on X: "We've now collected data in 108 countries to date Here's a global map of our collection, now updating live on our website, each point of light represents a real …
- [Brett Adcock on X: "We are now on a path to 100x, and are committed to spend over $1B the next 12 months on data and compute

Index is laying the groundwork for ordering robots as a service. Today, you have people coming to help clean your house; eventually, a robot will do everything for you" / X](https://x.com/adcock_brett/status/2092304764684128285)
  Post Log in Sign up Post Brett Adcock on X: "We are now on a path to 100x, and are committed to spend over $1B the next 12 months on data and compute Index is laying the groundwork for ordering robots…
- [Brett Adcock on X: "Introducing Index

Today we're coming out of stealth with Index, the largest &amp; 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 &amp; com… / X](https://x.com/HumanoidInvest/status/2092397968041066740)
  Post Log in Sign up Post Brett Adcock on X: "Introducing Index Today we're coming out of stealth with Index, the largest &amp; most diverse robot dataset in the world → 30min of video uploads/sec → 16…
- [Figure on X: "Introducing Index

Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots

To date we've crossed 264,000 app downloads and uploaded 16 million videos" / X](https://x.com/Figure_robot/status/2092303621392376314)
  Post Log in Sign up Post Figure on X: "Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000…
- [@0_x_Bender on X](https://x.com/0_x_Bender/status/2092301530627981788)
  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…
- [China’s Robot Boom Tests Investor Discipline](https://x.com/auditchina/status/2092223559615512825)
  Today’s Stocks Berkshire HathawayBRK.B $502.87-2.13(-0.42%) JPMorgan ChaseJPM $355.95-1.68(-0.47%) VisaV $380.67-0.94(-0.24%) Eli Lilly & CoLLY $1,155.73-18.88(-1.61%) MastercardMA $592.53-2.77(-0.47%…
- [@GordonJohnson19 on X](https://x.com/GordonJohnson19/status/2092187012283437167)
  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 …
- [@aniru4h on X](https://x.com/aniru4h/status/2092174178648490140)
  @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 …
- [宇树科技上市4天市值缩水超过2000亿元，合理价值是多少？_搜狐网](https://x.com/winwenzhaowen/status/2092171251955716132)
  顶部 首页 晴 / 22° 隐私 宇树科技上市4天市值缩水超过2000亿元，合理价值是多少？ 作为A股明星上市公司的宇树科技，自上市以来，股价出现了连续大幅下跌的走势。截至8月24日收盘，宇树科技股价跌至603.08元/股，较上市首日最高价1100元/股，下跌超过45%。换言之，上市只有四天时间的宇树科技，股价与市值已经出现了接近腰斩的走势。与上市首日最高市值接近4500亿元人民币相比，目前宇树科…
- [@RobotFightMMA on X](https://x.com/RobotFightMMA/status/2092140355374264434)
  🤖 Major robotics funding news! XPeng's humanoid robot unit Dogotix raises $900M at $6.3B valuation - setting record for China's embodied AI sector. Meanwhile Skild AI hits $14B valuation with $1.4B S…
- [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2092133596098359762)
  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 …
- [China robot maker Unitree's post-listing slump sparks bubble fears | Reuters](https://x.com/MI_Investments/status/2092596473850687835)
  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 huma…
- [Unitree Claims New Humanoid Robot Outruns Usain Bolt](https://x.com/danielM1960/status/2094938255418626081)
  Robotics Unitree Claims New Humanoid Robot Outruns Usain Bolt The flashy company, which recently completed a blockbuster IPO, appears to be leading the pack of humanoid robot makers. Edd Gent Aug 24, …
- [XPeng Motors humanoid robot unit Dogotix raises $900M - The Robot Report](https://x.com/ologicinc/status/2094455408803086387)
  The Robot Report Continue to Site Facebook X LinkedIn Reddit Pinterest Share XPeng’s Dogotix unit is developing the IRON humanoid robot. Source: XPeng Like other global automakers, XPeng Motors is bra…
- [Shareholder Letter — August 2026 | RoboStrategy](https://x.com/Rewkang/status/2092237850834342072)
  Aug 20, 2026 10 MIN READ Shareholder Letter — August 2026 Andrew Kang To the shareholders of RoboStrategy, Inc. To the shareholders of RoboStrategy, Inc. It’s been a bit over 3 months since RoboStrate…
- [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](https://x.com/xmaquina/status/2095059173784588603)
  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 come…
- [Unitree Robotics surges 629% to US$66 billion valuation in Shanghai share debut | South China Morning Post](https://x.com/pcdoctor_kam/status/2092172641079537915)
  Edition: International SUBSCRIBE Get unlimited access to the SCMP HIGHLIGHTS Donald Trump’s China policy\\ NEW US-China relations Hong Kong economy News Hong Kong China Economy Asia World Sport This W…
- [China's backflipping robot maker Unitree pops in Shanghai debut](https://www.cnbc.com/2026/08/19/china-backflipping-robot-maker-unitree-jumps-shanghai-ipo.html)
  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.
- [Trump Administration Blocks New Chinese Robots Over Spying Fears - Men's Journal](https://x.com/MensJournal/status/2092447000507605495)
  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 i…
- [Agility / CCXI confidential S-4 submission](https://www.sec.gov/Archives/edgar/data/2074973/000121390026077978/ea029792301ex99-1.htm)
  July 14, 2026: confidential draft Form S-4 submitted to SEC.
- [Agility Robotics to go public via Churchill Capital Corp XI](https://www.agilityrobotics.com/content/agility-robotics-to-go-public-through-merger-with-churchill-capital-corp-xi)
  Definitive merger June 24, 2026. Pre-money equity value $2.5B; expected gross proceeds $620M+. Ticker AGLT expected.
- [Yann LeCun's AMI Labs raises $1.03B to build world models | TechCrunch](https://techcrunch.com/2026/03/09/yann-lecuns-ami-labs-raises-1-03-billion-to-build-world-models)
  Checking your Browser… Verifying... Stuck? Troubleshoot Success! Verification failed Troubleshoot Verification expired Refresh Verification expired Refresh Troubleshoot Cloudflare, opens in a new tab …
- [Yann LeCun's AMI Labs raises $1.03B to build world models | TechCrunch](https://x.com/MikeTamir/status/2093444518494237175)
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- [RoboBrief: Daily Robotics News, Humanoid Robots & AI Automation](https://robobrief.tech/)
  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 revolu…

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Source: Roboterminal · https://roboterminal.app/topics/funding.md