What is true on Merger?

On this layer

NVIDIA18 World Labs14 AMD12 Agility8 Hugging Face7 SpaceX7 Tesla7 ABB4CFIUS4Google4 Hyundai4 PTC4 Qualcomm4 Schneider Electric4 SoftBank4 Boston Dynamics3 Figure3 OpenAI3SEC3Amazon2 Anthropic2 Apple2 Fort Robotics2 Glass Imaging2 LimX Dynamics2 RAI Institute2 Teradyne2 1X170,000-sq.-ft.-manufacturing-facility1a16z1a3-association-for-advancing-automation1Alif Semiconductor1 All Lift Forklifts1 Ambarella1 Amber Enterprises1 AMI Labs1 Analog Devices1 Antioch1 Ascent Circuits1 ASML1 Automha1 Barclays1 Churchill Capital Corp XI1 Churchill Capital XI1 Claros1 Cognex Corp1 Comau1 committed orders1 Cornerstone Robotics1 Crunchbase1 Cursor1 CXMT1 D-Robotics1 Decart1 DeepSeek1 Delta Materials Handling1 Direct Drive Tech1 DroneDeploy1FAA1Fable1Fcc1federal-trade-commission1Festo1 FormFactor1 Generative Bionics1 GlobalFoundries1 IL JIN Electronics1 Intel1 Interlogic1 Jungheinrich1 Kalshi1 LeRobot1 LyteAI1 Mach Industries1 Maven Robotics1 Microsoft1 Nasdaq1 Navitas1 Niryo1 Nokia1 Omron1 OnLogic1 Open Robotics1 PickNik1 PickNik Robotics1 Piotech1 Pollen Robotics1 Power-One Micro Systems1 RealSense1 Red Cat1 Robocurve1 robot production capacity1 Sharpa1 Siemens1 Skild1 Starlink1 Steyr Motors1 Syrma SGS Technology1Terafab1unified-patent-court1Unitree1 UPS1 Watney Robotics1 Wise Solutions1 Wolter1 Wuxi Shangji1 xAI1 XMAQUINA1 YMTC1 Zai1 ZiNovaLabs1 市值缩水1

Who captures

NVIDIA9AMD8Agility5Schneider Electric3SpaceX2Tesla2SoftBank2Figure2Teradyne1ASML1Piotech1Churchill Capital Corp XI1Red Cat1IL JIN Electronics1Jungheinrich1Fable1Boston Dynamics1OnLogic1Amazon1Wolter1Navitas1Wise Solutions1Cornerstone Robotics1GlobalFoundries1PickNik1a16z1World Labs1Comau1PickNik Robotics1RealSense1ABB1@logi_today1OpenAI1Analog Devices1@CKCapitalxx1Apple1Crunchbase1ZiNovaLabs1Paulina Szyzdek / HardTech VC1Weekly Robotics1Unitree1Google DeepMind1Vanessa Loiola1

Sourced numbers

World Labs$100million“She raised roughly $100 million in 2024 at a valuation north of $1 billion”@stretchcloud on X

World Labs$1B“It just raised $1B earlier this year.”@TheHumanoidHub on X

Glass Imaging$100M“Glass was valued at $100M in its last round.”@stretchcloud on X

TRON 21 units“TRON 2 serves as a modular and extensible embodied robotic platform for multi-tool, multi-step tasks across large workspaces.”LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows. @ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, includi… / X

committed orders$300M“$300M+ in committed multi-year orders”@slinkyhammer on X

robot production capacity10,000 units“Capacity to eventually produce up to 10,000 robots annually”@slinkyhammer on X

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。 ”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

← pulse .md twin

Nothing on this track

Published	Source	Entity	Captured intelligence	Topic
7h ago	@tslaming	Tesla	@tslaming7h agoTesla @tslaming on X MERGER NEWS 🚨 Reuters' latest exclusive provides some particularly important details regarding the merger between $TSLA and $SPCX 🔥 According to the report, SpaceX has approached Tesla in recent weeks. Both companies have since hired…
11h ago	@Newsforce	Tesla	@Newsforce11h agoTesla @Newsforce on X 🇺🇸 @Tesla is generating strong free cash flow while advancing its AI, robotics, and autonomy roadmap, and @ElonMusk sees major upside in combining it with @SpaceX. Tesla refined its 2026 capital plan to roughly $20 billion and delivered… @Newsforce· Oct 20, 2026 🇺🇸 @ElonMusk’s two biggest companies, SpaceX and Tesla, report earnings this week. @SpaceX reports today, @Tesla tomorrow. Both are aggressively building for SI: last quarter alone, SpaceX put $15.8 billion of its $18.4 billion investment budget into it. That’s the kind of infrastructure spend that can actually scale superintelligence, robotics, and mass-to-space. Investors are also watching for any further alignment between the companies. Tesla’s new shareholder filing includes standard change-in-control provisions in Elon’s long-term stock awards (common in executive packages to protect incentives in a major deal). Any combination would still need the proper process, but the overlap in AI, chips, energy, and robotics keeps growing.
9:48 PM ET	@tslaming	Tesla	@tslaming9:48 PM ETTesla @tslaming on X MERGER UPDATE 🚨 The race against the clock is officially on 🔥 People familiar with the matter say that the special committees from Tesla and SpaceX are pushing to announce a deal in the first half of 2027, aiming to close the transaction… @tslaming· Oct 21, 2026 According to RBC Capital Markets, SpaceX could acquire Tesla in an all-stock deal valued at $480 per share, creating a combined company worth $3.74 trillion 🔥 Under the hypothetical buyout, $TSLA investors would receive roughly three SpaceX shares for each share they own, securing a 30% premium paid entirely in equity 🔥 That swap would give Tesla shareholders a 48% ownership stake in the merged giant, down from the 54% RBC calculated in July despite the offer price remaining unchanged. The ultimate payout and ratio would still hinge on prevailing market prices and finalized agreement terms 🔥
3:36 PM ET	@MParekh	NVIDIA	@MParekh3:36 PM ETNVIDIA @MParekh on X ‘The Fix Is In’ in AI. Musk, Nvidia, OpenAI & AI Agents. ARD #189 …a Tesla-SpaceX merger, Nvidia on water and power, OpenAI on Google’s cloud, and the AI agent race. $NVDA $TSLA $SPCX Full writeup and source links: https://t.co/LecVwJHf8A…	Compute
1:28 PM ET	@CKCapitalxx	NVIDIA	@CKCapitalxx1:28 PM ETNVIDIA @CKCapitalxx on X Wow. $NVDA is possibly in the run for $AMBA https://t.co/FbMbGEkQXl @DeItaone· Oct 21, 2026 NVIDIA MAY ALSO BE A BIDDER FOR AMBARELLA ( $AMBA ) - BETAVILLE	Compute
10:54 AM ET	@ricci_nov	Teradyne	@ricci_nov10:54 AM ETTeradyne @ricci_nov on X Teradyne is putting $300m into FormFactor for a joint push on HPC, advanced packaging, HBM and silicon-photonics test. Closing still pending. Probe cards and ATE are being glued together with equity, not just standards.…	Compute
2:15 AM ET	@tslaming	ASML	@tslaming2:15 AM ETASML @tslaming on X BOOM 🎐 SpaceX just set a sky-high bar for Tesla’s earnings call later today 🔥 From Starship’s next milestones and Starlink’s expansion to massive AI infrastructure plans, new products, and extraordinary revenue ambitions, SpaceX’s Q3…	Compute
7:15 PM ET	@tphuang	Piotech	@tphuang7:15 PM ETPiotech @tphuang on X Piotech recently acquired 无锡尚积 for its PVD/Etch/CVD lines, including 80% domestic share in VOx Target, TaN RF resistros, Hot Al fills, SiC backside metallization & getter films. Piotech now has deposition + etch + bonding + metrology as…	Compute
5:54 PM ET	@tslaming	SpaceX	@tslaming5:54 PM ETSpaceX @tslaming on X BOOM 🚨 SpaceX and Tesla have formed “special committees” to study a merger of Elon Musk’s two public companies 🔥 “I think it would be a good idea, but at the end of the day the shareholders have to be supportive of this.”…	Funding
11:47 AM ET	@pstAsiatech	SpaceX	@pstAsiatech11:47 AM ETSpaceX @pstAsiatech on X SpaceX, Tesla earnings to test Musk's AI spending ambitions as merger talk grows https://t.co/pO2CqlMWnw	Physical AI
7:15 AM ET	@agilityrobotics	Churchill Capital Corp XI	@agilityrobotics7:15 AM ETChurchill Capital Corp XI @agilityrobotics on X Former UPS president Mark Vale is expected to join our board as audit committee chair once our merger with Churchill Capital Corp XI (NASDAQ: CCXI) closes. Read the announcement: https://t.co/MmLNGuutZn https://t.co/FAMq4MR7vb	Humanoids
5:45 AM ET	@Newsforce	Red Cat	@Newsforce5:45 AM ETRed Cat @Newsforce on X 🇺🇸🇦🇹 American drone maker Red Cat wants to buy Austrian engine maker Steyr Motors for about $230 million. Red Cat is offering €39 a share in cash, 28.9% above Steyr’s last closing price, and Steyr’s stock jumped 20%. A shareholder with…	Deployments
4:57 AM ET	@logical_traderr	IL JIN Electronics	@logical_traderr4:57 AM ETIL JIN Electronics @logical_traderr on X Amber Enterprises: Leadership Change and Two Key Acquisition Updates Amber Enterprises India Limited has announced a series of developments involving its electronics manufacturing subsidiary, IL JIN Electronics (India) Limited, during…	Funding
4:28 PM ET	@Newsforce	Tesla	@Newsforce4:28 PM ETTesla @Newsforce on X 🇺🇸 IS A TESLA-SPACEX MERGER CLOSER THAN WE THINK? Kalshi traders now see a 60% chance that Elon Musk’s Tesla and SpaceX will merge before May 1, 2027. One company builds electric cars and robots. The other launches rockets and…	Funding
3:03 PM ET	@modernmhmag	Jungheinrich	@modernmhmag3:03 PM ETJungheinrich @modernmhmag on X Acquisition of All Lift Forklifts expands company's presence in APAC market. https://t.co/wMWb8OdVp8	Funding
7:37 AM ET	@lukas_m_ziegler	AMD	@lukas_m_ziegler7:37 AM ETAMD @lukas_m_ziegler on X AMD just paid $8.2 billion to hire the godmother of AI 💸 @AMD is acquiring @theworldlabs, Fei-Fei Li’s spatial intelligence startup, in an all-stock deal. Li becomes AMD’s Chief Scientist, reporting directly to CEO Lisa Su. Two of the…	Physical AI
1:28 PM ET	@Newsforce	Tesla	@Newsforce1:28 PM ETTesla @Newsforce on X 🚨BREAKING: @Barclays says @ElonMusk could announce a merger between @Tesla and @SpaceX before December. The firm expects SpaceX to acquire Tesla in an all-stock deal, leaving Musk with roughly 37% ownership but about 56% of the combined…	Humanoids
10:57 PM ET	@kyleichan	Fable	@kyleichan10:57 PM ETFable @kyleichan on X The big question in China’s robotics industry: “Will general AI models eat up robotics? Many in China’s robotics industry are watching closely as US general-purpose models like Astra, Fable, and Gemini 4 Argon show impressive robotics… @latepostnews· Oct 15, 2026 2026 年 Q3，具身智能领域最有冲击力的变化，来自一个通用模型：9 月初 OpenAI 发布 GPT-6 Astra 后，具身从业者们发现，Astra 不只理解任务、拆解任务，还能输出机器人末端执行器的位姿，完成了本该属于 VLA 等物理 AI 模型的部分工作，而且还做得很不错。在部分测试中，直接把 Astra 当做策略模型（VLA、WAM 等都是机器人上的策略模型类型）的成功率已超过了一些专门为机器人任务和物理世界操作训练的具身模型。这动摇了数字世界 AI 和物理 AI 的边界，也引发了一个灵魂拷问： GPT、Fable 之类的通用模型是否会吃掉 Robotics？同时已经发生的事实是：OpenAI、Anthropic、DeepSeek、Kimi 等多数通用前沿模型公司都正酝酿进入 robotics。除了 Astra 冲击外，本期具身季报还关注以下 4 个行业进展和事件： - AMD 拟以 82 亿美元收购 World Labs - 宇树 IPO 及连锁反应 - 有可能大幅压缩部署成本的 “上下文学习” - 美国 FCC 实际禁止了中国机器人进口对一些人来说，Astra 的变化已经撼动了独立的具身智能公司的发展叙事和估值逻辑。至少，现在到了重新思考物理 AI 与通用 AI 边界的时刻。 https://t.co/ZRNrzkIDMe	Physical AI
4:23 PM ET	@humanoidsdaily	Agility	@humanoidsdaily4:23 PM ETAgility @humanoidsdaily on X Agility Robotics is one step closer to Nasdaq. The SEC has declared its merger registration effective, with Churchill Capital XI shareholders set to vote November 2. If the deal closes, Agility will trade as $AGLT. https://t.co/HK1mj6Y41f	Funding
6:31 PM ET	@VaderResearch	Boston Dynamics	@VaderResearch6:31 PM ETBoston Dynamics @VaderResearch on X RAI Institute is robotics' wildest lab. Some of its robots: ✸ Robot bicycle ✸ Wheeled biped ✸ Juggling robot Founded in 2022 by Boston Dynamics founder Marc Raibert SoftBank sold Boston Dynamics to Hyundai. Now it's reportedly buying RAI.…	Humanoids
1:01 AM ET	@logi_today	OnLogic	@logi_today1:01 AM ETOnLogic @logi_today on X オムロン、産業用PCと制御技術の融合へ米社買収-https://t.co/wNtdXkj8vi オムロン、産業用PCメーカーの米オンロジックと親会社を1046億円で買収へ。自社の制御・センシング・ロボティクス技術と組み合わせ、製造・物流現場向けのフィジカルAIやDXを強化する。	Deployments
7:00 PM ET	@stretchcloud	Amazon	@stretchcloud7:00 PM ETAmazon @stretchcloud on X Decart is reportedly closing in on a $7 billion sale to Amazon, after Anthropic offered $6 billion in August and SpaceX reportedly looked too. I keep coming back to what's actually being bought here. Decart doesn't make a chatbot. It makes… @Polymarket· Oct 11, 2026 JUST IN: Amazon reportedly in talks to acquire AI startup Decart for approximately $7,000,000,000.00.	Physical AI
9:16 AM ET	@lukas_m_ziegler	SoftBank	@lukas_m_ziegler9:16 AM ETSoftBank @lukas_m_ziegler on X SoftBank sold Boston Dynamics five years ago. Now its buying the lab its founder built next. SoftBank has agreed to acquire the @rai_inst, Marc Raibert's research lab. The man who created Boston Dynamics. The same institution Hyundai…	Physical AI
8:02 AM ET	@modernmhmag	Wolter	@modernmhmag8:02 AM ETWolter @modernmhmag on X Acquisition will expand Wolter's reach into the mid-south. https://t.co/tXQkWkEqOs	Funding
7:02 AM ET	@smsehy	Schneider Electric	@smsehy7:02 AM ETSchneider Electric @smsehy on X This acquisition highlights the critical integration challenge: merging legacy operational technology with new AI platforms. The real value is in deterministic execution on the factory floor, not just in abstract design tools. That's where… @MarketsPulse24H· Oct 7, 2026 Schneider Electric agreed to acquire PTC Inc. for $22.6 billion, marking one of the largest industrial software deals this year. The French conglomerate is betting that AI-powered engineering and lifecycle management tools will deepen its grip on factory automation and digital transformation across manufacturing. PTC makes software for product design, manufacturing execution and field service, tools that sit at the center of how industrial companies manage operations. Schneider already owns EcoStruxure, its cloud and edge platform for energy and automation. This acquisition folds PTC's capabilities into that ecosystem, giving customers integrated AI features across design, production planning and maintenance workflows. The deal signals confidence that industrial AI adoption will accelerate. Companies are moving beyond dashboards and analytics into generative AI for engineering optimization, predictive maintenance and supply chain visibility. PTC's installed base in automotive, aerospace and discrete manufacturing gives Schneider immediate reach into sectors that have budget for these tools. MARKET PULSE VIEW This deal could reshape competition in industrial software. Schneider now competes more directly with Siemens and ABB in end-to-end digital platforms, potentially allowing it to command higher margins on bundled offerings. If integration succeeds, customers may consolidate vendors, which could pressure smaller point-solution providers. The $22.6 billion price reflects Schneider's confidence in AI monetization, but execution risk remains, large software acquisitions often struggle with product integration and customer churn. WATCH NEXT Customer retention rates in the first two quarters post-close. Announcement of bundled AI features across the combined platform. Competitive responses from Siemens or ABB in industrial software M&A. Source: Schneider Electric announcement https://t.co/pXFt0jO3CE	Deployments
4:47 PM ET	@MilkRoadAI	Navitas	@MilkRoadAI4:47 PM ETNavitas @MilkRoadAI on X Navitas has completed its acquisition of Claros, adding technology that moves power conversion much closer to the GPU, CPU or custom accelerator. Instead of forcing electricity to travel laterally across a circuit board, Claros places…	Compute
4:30 PM ET	@agilityrobotics	Agility	@agilityrobotics4:30 PM ETAgility @agilityrobotics on X Missed Analyst & Investor Day 2026? The replay is up: our leadership team on Digit 5 and the business, plus the full Q&A. https://t.co/KI9T0l9GTx https://t.co/fLsp1jJJED	Humanoids
4:51 AM ET	@logi_today	Wise Solutions	@logi_today4:51 AM ETWise Solutions @logi_today on X ワイズ、米倉庫設備4社買収で施工網を拡大-https://t.co/jHL0R0k9eJ 米ワイズ・ソリューションズは倉庫設備施工などを手がける米4社を買収。ラックやコンベヤー、自動化設備の施工能力を拡充し、新設・改修から設備更新まで全米で一貫対応できる体制を強化する。 https://t.co/Dn8W6SrZ3b	Deployments
4:15 AM ET	@lukas_m_ziegler	Cornerstone Robotics	@lukas_m_ziegler4:15 AM ETCornerstone Robotics @lukas_m_ziegler on X $4.86B into robotics in September! 💰 The largest cheque went to surgical. 167 rounds, averaging about $29M. Five rounds of $100M+ account for roughly $1.97B, around 40% of the month. Cornerstone Robotics ($700M) and Mach Industries…	Funding
9:18 PM ET	@Kore1Staffing	Schneider Electric	@Kore1Staffing9:18 PM ETSchneider Electric @Kore1Staffing on X The Schneider Electric PTC deal makes one engineer very expensive: the person who can connect Windchill product data to the factory floor. KORE1 explains who gets harder to hire next. https://t.co/vQt7yXR4Gj https://t.co/f7pfzrQzP2	Deployments
9:12 PM ET	@Kore1Staffing	Schneider Electric	@Kore1Staffing9:12 PM ETSchneider Electric @Kore1Staffing on X Schneider Electric PTC deal: $205 a share, about $22.6B, closing by Q3 2027. KORE1's take: don't freeze your Creo or Windchill hires. The software won't change for a year. The PLM talent market already has. https://t.co/vQt7yXR4Gj…	Deployments
4:07 PM ET	@joinautopilot	NVIDIA	@joinautopilot4:07 PM ETNVIDIA @joinautopilot on X Today was absolutely insane in the stock market Here's everything you need to know: 1. Weak September jobs report continues fueling bets the Fed skips an October hike 2. The Nasdaq hit a record high as megacap tech led 3. $NVDA, $META,…	Funding
12:13 PM ET	@techniahqrobot	AMD	@techniahqrobot12:13 PM ETAMD @techniahqrobot on X NEWS AMD is paying $8.2 billion for World Labs and the hardware angle is hard to ignore. World Labs builds spatial intelligence models that generate reconstruct and simulate interactive 3D environments from text images and video. Its…	Physical AI
4:05 PM ET	@svrobo	Agility	@svrobo4:05 PM ETAgility @svrobo on X Some IPOs to look forward to are Agility and FORT Robotics going public, via reverse merger. Agility’s Investor and Analyst Day is Tuesday October 6th. Agility and FORT Robotics also just announced a strategic partnership to advance…	Humanoids
12:11 PM ET	@xmaquina	AMD	@xmaquina12:11 PM ETAMD @xmaquina on X Robotico Live is back with the latest from across robotics. This week, AMD’s $8.2 billion acquisition of World Labs, Direct Drive Tech’s IPO, Amazon’s robotics expansion and more. @RachelCreates and @jess_xmaq break it all down. 00:24…	Humanoids
10:14 AM ET	@XRoboHub	AMD	@XRoboHub10:14 AM ETAMD @XRoboHub on X This is big… AMD is buying World Labs for $8.2B and bringing Dr. Fei-Fei Li on board. In her open letter, Li says she’ll become EVP and chief scientist once the deal closes, working directly with Lisa Su. This looks like a win-win: World…	Physical AI
8:03 AM ET	@stretchcloud	AMD	@stretchcloud8:03 AM ETAMD @stretchcloud on X $8.2 billion. That's what AMD is paying for a company that turns two years old this year and has shipped exactly one product. World Labs was Fei-Fei Li's bet that language models were solving the wrong problem, that understanding physical…	Physical AI
2:00 AM ET	@WevolverApp	GlobalFoundries	@WevolverApp2:00 AM ETGlobalFoundries @WevolverApp on X Physical AI systems in robots, driver assistance, and industrial equipment require fast, efficient computing for real-time sensing, decision-making, and control. However, sourcing processor IP and manufacturing from separate vendors can…	Physical AI
12:40 AM ET	@TheHumanoidHub	Figure	@TheHumanoidHub12:40 AM ETFigure @TheHumanoidHub on X Who deserves the valuation: Figure at $39B or World Labs at $8.2B? AMD is buying World Labs, Fei-Fei Li's spatial-intelligence startup, for $8.2B in all stock. Some context on how wild this is: - World Labs is barely 2 years old (founded…	Physical AI
5:50 PM ET	@OpenRoboticsOrg	PickNik	@OpenRoboticsOrg5:50 PM ETPickNik @OpenRoboticsOrg on X On the second day of ROSCon Global 2026, the open source robotics world woke to the news that Qualcomm Technologies, Inc. has announced its intent to acquire PickNik Inc. Open Robotics welcomes this news. https://t.co/45JOKZrlIa…	Hands
5:03 PM ET	@MilkRoadAI	AMD	@MilkRoadAI5:03 PM ETAMD @MilkRoadAI on X AMD just made one of its biggest moves yet to challenge Nvidia. AMD acquired World Labs for roughly $8.2 billion, giving it access to Fei Fei Li’s team, technology, and research in world models. World Labs is building AI that can…	Physical AI
4:51 PM ET	@lukas_m_ziegler	AMD	@lukas_m_ziegler4:51 PM ETAMD @lukas_m_ziegler on X 🚨 BREAKING: @AMD is buying @theworldlabs for $8.2 billion! 💰 Fei-Fei Li's spatial intelligence company, acquired by AMD in an all-stock deal, expected to close by the end of the year subject to regulatory approval. World Labs builds…	Physical AI
4:38 PM ET	@TheRundownAI	AMD	@TheRundownAI4:38 PM ETAMD @TheRundownAI on X ACQUIRED: AMD has agreed to buy World Labs, the 3D-world AI startup led by "godmother of AI" Fei-Fei Li, for $8.2B in stock. Li will become AMD's chief scientist, reporting to CEO Lisa Su. https://t.co/svhEDxesGZ	Physical AI
4:16 PM ET	@martin_casado	a16z	@martin_casado4:16 PM ETa16z @martin_casado on X I don’t normally write these things. But this one hits a bit different. Nearly three years ago I told a16z I wanted to spend part time outside the firm helping @drfeifei start and build a frontier model company. And what followed were some…	Physical AI
4:12 PM ET	@theworldlabs	World Labs	@theworldlabs4:12 PM ETWorld Labs @theworldlabs on X We are excited to announce that World Labs is joining @AMD. The research and technical breakthroughs we have achieved since our founding in 2024 have given us a clear vision for AI’s potential to solve problems in the spatial and physical…	Physical AI
3:01 PM ET	@modernmhmag	Comau	@modernmhmag3:01 PM ETComau @modernmhmag on X Deal will add intelligent orchestration software and AI-driven logistics capabilities to the Comau–Automha ecosystem. https://t.co/7UKXHoY5WR	Physical AI
9:48 AM ET	@OpenRoboticsOrg	PickNik Robotics	@OpenRoboticsOrg9:48 AM ETPickNik Robotics @OpenRoboticsOrg on X Breaking at ROSCon Global: our friends at @PickNikRobotics have been acquired by @Qualcomm. Congratulations all around. https://t.co/mE8NmG8PQv	Hands
3:03 PM ET	@lukas_m_ziegler	RealSense	@lukas_m_ziegler3:03 PM ETRealSense @lukas_m_ziegler on X 🚨 BREAKING: @Cognex_Corp is acquiring @RealSenseai for $500 million! 💰 439 days ago, RealSense spun out of Intel as an independent company. Their CEO Nadav Orbach signed a lease, moved into offices in Cupertino, Beijing and Haifa, and…	Sensing
12:29 PM ET	@lukas_m_ziegler	Softbank	@lukas_m_ziegler12:29 PM ETSoftbank @lukas_m_ziegler on X 🚨 BREAKING: SoftBank has agreed to acquire the @rai_inst from Hyundai Motor Group, and the story behind this deal is one of the most fascinating in all of robotics. There's not too many details yet. Neither party is saying much for now.…	Humanoids
8:51 AM ET	@Biti8888	ABB	@Biti88888:51 AM ETABB @Biti8888 on X SoftBank is quietly putting together a serious Physical AI stack. Now it has agreed to acquire Marc Raibert’s Robotics & AI Institute from Hyundai, adding a research organization built around robot learning, cognitive AI and advanced…	Humanoids
3:49 AM ET	@logi_today		@logi_today3:49 AM ET @logi_today on X ゼナテック、米測量会社買収でドローン点検網拡大-https://t.co/GqKP4lCtJ5 ゼナテックは米測量会社メリット・ポール・ランド・サーベイイングを買収。ドローンとLiDARなどを活用し、太陽光発電所や鉄道、空港向けの測量・点検サービスを拡大する。	Sensing
4:45 PM ET	@stretchcloud	OpenAI	@stretchcloud4:45 PM ETOpenAI @stretchcloud on X OpenAI is building a camera company. Glass Imaging shipped GlassAI, a Neural ISP that brings DSLR-level image quality to smartphone cameras using AI at the signal processing level. Founded by former Apple camera engineers. Acquired today…	Compute
3:18 AM ET	@MParekh	NVIDIA	@MParekh3:18 AM ETNVIDIA @MParekh on X AI: Nvidia Buys Hugging Face, $1T+ Compute Race, ‘Alien Mind’, & More. AI-RTZ #1207 ...Round up for week ending Friday, September 11, 2026 $NVDA https://t.co/Rk0geSSvVs https://t.co/7AHG1f09md	Compute
8:23 AM ET	@ADI_News	Analog Devices	@ADI_News8:23 AM ETAnalog Devices @ADI_News on X Analog Devices to Acquire Alif Semiconductor, Adding an AI-Native Processing Platform to Advance Physical Intelligence for the Next Generation of Real-World Systems. https://t.co/KyJo4B9EfK https://t.co/SM0Po9UgbO	Physical AI
1:33 AM ET	@MParekh	NVIDIA	@MParekh1:33 AM ETNVIDIA @MParekh on X AI: Nvidia buys the ‘Home Shelf of Open AI, Hugging Face, AI-RTZ #1202 $NVDA https://t.co/IDDaACUYU1 https://t.co/WPDAR12dCc	Compute
2:25 PM ET	@CKCapitalxx		@CKCapitalxx2:25 PM ET @CKCapitalxx on X 1 million unsupervised robotaxi miles and the #1 travel app is the real headline here. The 75% merger odds are the fun one. Combining the two Musk companies with the most explosive infrastructure stories right now, autonomous fleets and…	Deployments
6:47 PM ET	@HumanoidInvest	Agility	@HumanoidInvest6:47 PM ETAgility @HumanoidInvest on X $CCXI 🤖 $AGLT S-4 filed today Just in time for the investor conferences Agility will be attending next week in New York 👀 Citi Global TMT Conference Date: September 8-10, 2026 Location: New York, New York Jefferies Global Industrials…	Humanoids
1:06 PM ET	@humanoidsdaily	NVIDIA	@humanoidsdaily1:06 PM ETNVIDIA @humanoidsdaily on X Everyone is analyzing NVIDIA’s $12.9B Hugging Face deal through LLMs and cloud compute. The more interesting story? Physical AI. Between LeRobot becoming the open standard for robot learning and Pollen's new $399 Microduck biped, Jensen…	Humanoids
12:54 PM ET	@tchsignal	Apple	@tchsignal12:54 PM ETApple @tchsignal on X Apple Enters the Ternus Era as Nvidia Expands Across the AI Stack Two of the technology industry’s biggest companies are entering very different next phases. John Ternus became Apple CEO on September 1, succeeding Tim Cook after roughly 15…	Compute
12:36 PM ET	@tchsignal	NVIDIA	@tchsignal12:36 PM ETNVIDIA @tchsignal on X Nvidia’s $12.9B Hugging Face Deal Raises a Bigger Question About Open AI Nvidia has agreed to acquire Hugging Face in a deal valued at about $12.93 billion, but the transaction has not closed yet. It is expected to complete in the first…	Compute
7:00 AM ET	Gené Teare	Crunchbase	Gené Teare7:00 AM ETCrunchbase Global Venture Funding Jumps 122% In August As Streak Of Billion-Dollar Deals Continues Venture investors poured $42 billion into just over 1,500 startups worldwide in August, Crunchbase data shows, down 25% from July’s $56 billion but still up a significant 122% compared to last August, which is typically a slower month for…	Humanoids
3:09 AM ET	Vanessa Loiola	NVIDIA	Vanessa Loiola3:09 AM ETNVIDIA NVIDIA, Festo and Niryo Push AI Deeper Into Robotics Niryo starts NR2 production, Teradyne sues JAKA, North American robot demand shifts beyond automotive, Festo launches AI-powered GripperAI, plus an expert perspective on what’s next in robotics & more	Humanoids
10:31 PM ET	https://x.com/LimX_Dynamics	ZiNovaLabs	https://x.com/LimX_Dynamics10:31 PM ETZiNovaLabs LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows. @ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, includi… / X Post Log in Sign up Post LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows. @ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for…	Humanoids
4:33 PM ET	@slinkyhammer	Agility Robotics	@slinkyhammer4:33 PM ETAgility Robotics @slinkyhammer on X 🚨 $CCXI / AGILITY ROBOTICS 🤖 The closer we get to the merger, the more this story starts looking REAL. New information coming out around Agility and Digit V5 is showing: • $300M+ in committed multi-year orders • 30+ additional customers…	Humanoids
10:38 AM ET	Paulina Szyzdek / HardTech VC		Paulina Szyzdek / HardTech VC10:38 AM ET 🦾 HardTech Reads: The AI & Robotics Revolution — Vol. 90 Welcome to the exploration of the world where founders embark on bold quests and solve non-obvious problems🤘	Humanoids
7:00 PM ET	Weekly Robotics		Weekly Robotics7:00 PM ET Weekly Robotics #374 Weekly Robotics 374: an insanely cheap robot duck, a guide to autodocking, highlights from the 2026 World Humanoid Robot Games, Claude driving an R/C car, and more!	Humanoids
8:14 AM ET	John Millar	NVIDIA	John Millar8:14 AM ETNVIDIA Nvidia — Hugging Face Purchase is Buying the Gateway Between Models and Compute — MN16 Hugging Face can strengthen open competition while securing Nvidia's place underneath it.	Compute
3:54 AM ET	Lukas Ziegler	Figure	Lukas Ziegler3:54 AM ETFigure EP.113 NVIDIA ACQUIRES OPEN-SOURCE COMPANY HUGGING FACE FOR $12.9B Skild AI released their new model S1, Figure introduced a new way of collecting data, 1X in talks with SoftBank & much more...	Humanoids
4:44 AM ET	@winwenzhaowen	Unitree	@winwenzhaowen4:44 AM ETUnitree 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，目前宇树科技的股票市值只有2439亿元人民币，意味着宇树科技四天时间市值缩水超过2000亿…	Funding
4:00 AM ET	Lukas Ziegler	Google DeepMind	Lukas Ziegler4:00 AM ETGoogle DeepMind EP.110 GOOGLE DEEPMIND LAUNCHES NEW MODEL FOR WHOLE-BODY CONTROL Reimagine Robotics comes out of stealth, Generative Bionics launches new robot, DroneDeploy gets acquired & much more...	Humanoids
4:10 AM ET	Vanessa Loiola		Vanessa Loiola4:10 AM ET The Queen’s Journal – #38 This week, we cover major investments and developments across industrial AI, humanoid robotics, healthcare automation and manufacturing, along with the latest global robot installation figures.	Humanoids

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