# What is true on Cobots?

> Markdown twin of https://web-production-180a9.up.railway.app/topics/cobots · https://web-production-180a9.up.railway.app/topics/cobots.md

## On this layer

- regulator — [Fcc](https://web-production-180a9.up.railway.app/companies/fcc) (3)
- org — [Figure AI](https://web-production-180a9.up.railway.app/companies/figure) (2)
- org — Nox Metals (2)
- org — [Nvidia](https://web-production-180a9.up.railway.app/companies/nvidia) (2)
- org — [Skild AI](https://web-production-180a9.up.railway.app/companies/skild) (2)
- org — Standard Bots (2)
- org — [Tesla](https://web-production-180a9.up.railway.app/companies/tesla) (2)
- org — [Unitree](https://web-production-180a9.up.railway.app/companies/unitree) (2)
- org — 20230 US robotics revenue loss (1)
- org — ABB (1)
- org — Agibot (1)
- org — [Apptronik](https://web-production-180a9.up.railway.app/companies/apptronik) (1)
- org — Atlas deployment target for 2028. (1)
- plant — austin,-texas (1)
- org — Axis Robotics (1)
- org — [Boston Dynamics](https://web-production-180a9.up.railway.app/companies/boston-dynamics) (1)
- plant — botq (1)
- org — Catalyst Brands (1)
- org — Clone Robotics (1)
- org — corrections collected (1)
- plant — detroit (1)
- org — Dexmate (1)
- org — Dunia Innovations (1)
- org — Dyna Robotics (1)
- org — Eccentric Machines (1)
- org — Fetch Robotics (1)
- org — Forerunner K2 humanoid (1)
- plant — georgia (1)
- plant — glen-cove (1)
- org — global precision reducers (1)
- org — Global rollout target by 2029-2030. (1)
- org — GMI (1)
- org — [Google DeepMind](https://web-production-180a9.up.railway.app/companies/google) (1)
- org — Harmonic Drive (1)
- plant — hmgma-georgia-plant (1)
- plant — hotaka (1)
- org — human correction data (1)
- org — Hyundai (1)
- org — Hyundai Glovis (1)
- org — Hyundai Mobis (1)
- org — Investor Interest (1)
- org — Kepler (1)
- plant — kia-georgia-plant (1)
- org — LimX Dynamics (1)
- org — Nabtesco (1)
- org — Nissan (1)
- plant — nissan-tcat (1)
- org — Reflex Robotics (1)
- org — REK (1)
- org — RoboStrategy, Inc. (1)
- org — TRON 2 (1)
- plant — tsu (1)
- org — UBTech (1)
- org — XPENG (1)
- org — XPENG's funding. (1)
- org — ZiNovaLabs (1)
- org — 宇树科技 (1)
- org — 宇树科技 market value. (1)

## Who captures

- Nvidia (2)
- ABB (1)
- @CrossedOffCap (1)
- ZiNovaLabs (1)
- Skild AI (1)
- Hyundai (1)
- UBTech (1)
- Nissan (1)
- Axis Robotics (1)
- RoboStrategy, Inc. (1)
- Ryan Reith and Navkendar Singh (1)
- Clone Robotics (1)

## Sourced numbers

- **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)
- **Funding for Skild AI:** $1.7billion
  - _"Skild has raised nearly $1.7 billion since its founding in 2023 to develop a general-purpose robot brain."_
  - Source: [The Robot Report: Skild AI unveils S1 robot foundation model | AI Understanding](https://x.com/aiuorg/status/2094602992565522608)
- **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)
- **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)
- **global precision reducers:** 75 units
  - _"Harmonic Drive and Nabtesco in Japan control roughly 75% of global precision reducers."_
  - Source: [@smsehy on X](https://x.com/smsehy/status/2092412496149938257)
- **human correction data:** 500 hrs
  - _"Since launching Axis V2, we have collected over 500 hours of human-gated correction data this way."_
  - Source: [Improving Robot Manipulation Policies with Verifiable Short Correction Snippets](https://x.com/axisrobotics/status/2090712182598312206)
- **corrections collected:** 660 units
  - _"660 corrections collected, 161 entered training— a 24% pass rate through the full pipeline."_
  - Source: [Improving Robot Manipulation Policies with Verifiable Short Correction Snippets](https://x.com/axisrobotics/status/2090712182598312206)
- **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)
- **20230 US robotics revenue loss:** $2billion
  - _"the single worst year, 2030, alone accounting for above $2 billion of it."_
  - Source: [IDC - The US Robotics Ban, Explained: Who Gets Hit?](https://x.com/IDCAP/status/2092129907685880223)
- **Forerunner K2 humanoid:** 1,000 units
  - _"Kepler says is now entering mass production."_
  - Source: [Hi, I'm Lexie Hart, your Robo Brief host. Today, humanoid robots are getting more lifelike, more affordable, and more u…](https://www.youtube.com/watch?v=cbVN31GUONc)

## Pulse

- [@NVIDIARobotics on X](https://x.com/NVIDIARobotics/status/2095593800982798787)
  Can AI and safety work hand in hand in industrial environments? Our VP of Industry Safety, Riccardo Mariani, joins Robert Weber and Peter Seeberg on the Industrial AI Podcast to discuss safety framewo…
- [@ABBRobotics on X](https://x.com/ABBRobotics/status/2095496327207813152)
  Self-driving cars? How about a self-driving lab. 🚀 Dunia Innovations combines AI with ABB GoFa® cobots to accelerate materials discovery, helping researchers test, learn and innovate up to 10x faster…
- [@CrossedOffCap on X](https://x.com/CrossedOffCap/status/2095115717448245389)
  @robixone Sure, but I also just think that business are more eager to implement them. They already use robotics in the form of robotic arms, AMRs, ect., so humanoids is the logical evolution. They hav…
- [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 Robot Report: Skild AI unveils S1 robot foundation model | AI Understanding](https://x.com/aiuorg/status/2094602992565522608)
  Back to News ProductAI Understanding briefing The Robot Report: Skild AI unveils S1 robot foundation model The Robot Report reports that Skild AI unveiled S1, a robot foundation model that the company…
- [@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…
- [@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…
- [@smsehy on X](https://x.com/smsehy/status/2092412496149938257)
  The picks and shovels framing is right but most people name the wrong shovels. NVIDIA gets the attention. Harmonic Drive and Nabtesco in Japan control roughly 75% of global precision reducers. Every h…
- [NMIS – Nissan Manufacturing Innovation Summit – Innovation and Technology Summit for Greater Nashville Manufacturing](https://x.com/TheSanctuaryAI/status/2092326966867435880)
  Close - Home - Event Schedule - Exhibitors - Speakers - Food - Golf - Linkedin - Home - Event Schedule - Exhibitors - Speakers - Food - Golf Register - Home - Event Schedule - Exhibitors - Speakers - …
- [Improving Robot Manipulation Policies with Verifiable Short Correction Snippets](https://x.com/axisrobotics/status/2090712182598312206)
  Back Introduction DAgger-style correction is the engine of post-training improvement: when a policy fails, a human takes over, steers the robot back on track, and the resulting trajectory goes back in…
- [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…
- [IDC - The US Robotics Ban, Explained: Who Gets Hit?](https://x.com/IDCAP/status/2092129907685880223)
  Skip to main Skip to search Skip to footer Become a Client You have reached the bottom of the dialog. Focus is being moved to the close button. Robotics August 17, 2026 10 min What Does the US Robotic…
- [Hi, I'm Lexie Hart, your Robo Brief host. Today, humanoid robots are getting more lifelike, more affordable, and more u…](https://www.youtube.com/watch?v=cbVN31GUONc)
  Hi, I'm Lexie Hart, your Robo Brief host. Today, humanoid robots are getting more lifelike, more affordable, and more useful all at once. First, Clone Robotics shows off Proto Clone, a startling Andro…

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Source: Robotics insights · https://web-production-180a9.up.railway.app/topics/cobots.md