NVIDIA75Figure53Unitree48Tesla46Google25Skild AI25Agility20Boston Dynamics16OpenAI16BMW12AGIBOT11axis robotics10Hugging Face10Apptronik9Fcc9Hyundai9XPENG9Physical Intelligence8World Labs8Samsung7Meta6Nscale6Anthropic5dollars5SoftBank5Toyota51x4AMD4Galbot4Spacex4UBTECH4Veeda AI4video uploads4agentic video understanding3Alibaba3Ambarella3app downloads3Booster Robotics3Broadcom3Callosum3Deep Robotics3deepseek3Dyna Robotics3DynaRobotics3General Motors3Generalist AI3humanoid robots3Leju Robotics3LG3Lightberry3Morgan Stanley3NEURA3Noble Machines3Pollen Robotics3Thinking Machines Lab3tokens processed3Waymo3X Square Robot32077 Ventures2Aglaé Lab2AI chip inference cluster2Alloy Robotics2AllSpice.io2Alpha Intelligence Capital2Amazon2AMI Labs2Applied Intuition2Artémis2assembly time2Association Familiale Mulliez2Atlas2Avnet2AWS2BHW Technologies, Ltd.2Bpifrance Digital Venture2Cardinal Group2CareIT2Cargt2Carnegie Mellon2Caterpillar2Cedarware Corp2CELUS2Cerebras2Datadog2Din Tai Fung2Dojo Five2Exor Seeds2FieldAI2Finite State2Ford Motor Company2Fourier Intelligence2fremont2fremont-factory2General Catalyst2Generalist2GoogleDeepMind2Gravis Robotics2Green Hills Software2Groupe Industriel Marcel Dassault2Harmonic Drive2Harmonic Drive Systems2HHMI Janelia2IAR2Imagimob AB2Intel2Juul Labs Inc.2Khosla Ventures2Lightwheel2LimX2LimX Dynamics2Lingyi iTech2Mercedes-Benz2Microchip Technology2MiniMax2MosChip Technologies Limited2Nabla2Nabtesco2napkin production2NBIS2New Legacy Ventures2Noom2Norbert Health2Nox Metals2Nucleus2Owkin2plant-spartanburg2Proactive International PR2Promise2Publicis Groupe2QNX2QuEra2Qwen3.8-Max-09022Radical Ventures2Real-Time Innovations (RTI)2Rheem Manufacturing2Rhoda2Robotera2Runway2SAIC2Sanctuary AI2Savoir-Faire Linux2SBVA2Scale AI2Sea2Sealevel Systems, Inc.2SK hynix2Soliton Technologies2Standard Bots2TASKING USA, LLC2Temasek2Tencent2The University of Hong Kong2Thread Group2Toradex2total paid out2total payment2training data2Uber2UnitreeRobotics2Universal Robots2Vercel2Wayve2weekly active contributors2weekly active users2Wibu-Systems USA2XPENG Robotics2ZEBOX Ventures2Zhipu2アスター2燈2秋田県横手市20xconglomerate13D inkjet printing13D reconstruction1a16z1a16z New Media1AAOI1ACE Robotics1actuation cost1Adamo1adaptation time for new robot embodiments1ADLINK1Advanced Micro Devices Inc1Aeva Technologies Inc1AgiBot's market share in humanoid robot shipments.1AGIBOT's production1Agile Robots1agilityrobotics1AI and humanoid revenue1AI spending by a large consulting firm.1Aigen1Aimalysheva1Alloy Robotics funding1Alphabet1Amara Raja Energy & Mobility1Ambarella Inc1AMI Labs funding1Amount raised by AMI Labs in funding.1Amphenol1AMZN1Anduril1Annual cost of software access.1Antioch1Apple1Aramco1Arm1articulated assets1Asimov1Astribot1Atlas deployment target for 2028.1Atlas humanoid robot1Atlas model for spatial intelligence.1Atlas robot1ATOMS1AUKI1Auras1austin,-texas1Avala1average per-step success1AVERI1Awish1Awish workflow for month-end close automation.1AXIS ROBOTICS Inc.1Axomind1badges for contributions in the AXIS campaign.1Bajaj Auto1Balaji Amines1Bank of America1barstow,-texas1Bedrock1benchmark for a commercially mature general purpose humanoid.1Beningo Embedded Group1Bharat Bijlee1Bharat Forge1Binance1BlackRock1bmw-factory1bmw-spartanburg-plant1Bosch Limited1Boston Hardware Studios1botq1Broadcom's AI revenue guidance.1BYD1ByteDance1C4 Ventures1cable stretch1california-mega-factory1Campfire1carbon reduction1Carnegie Mellon integration time1cars1Catalyst Brands1Caterpillar's operational data.1CATL1CCXI1centro-de-aplicaciones-robot-metaplant1Cerebras WSEs needed for reasonable concurrency of 256 requests.1Cerebras WSEs needed for running a large model.1CERN1CGNX1Changan1chemistry1Chery Automobile1China National Petroleum1China orders1China Southern Power Grid1China Telecom1china’s-ministry-of-industry-and-information-technology1Citic Securities1civilian robot1Claude Code1cleared transactions in 20251Clone Robotics1Cloudflare1Cognex1Cognex Corp1Columbia University1commitment on data and compute1commitment to data and compute for the next 12 months1committee-on-foreign-investment-in-the-united-states-(cfius)1company valuation1component placement rate1Compute requirements for humanoids.1continuous locomotion demo1corrections collected1Cosmicbrainai1cost of infrastructure1Cost of the GR-1 humanoid1Counterpoint Research1crowns1Cruise1CRWV1Current hours of available data for training robots.1current humanoid BOM1Current throughput of valid trajectories collected per hour.1CXMT1Cycle time for completing a plug insertion.1cycle time for the insertion task1Cyient DLM1Dandy1data supporting consumer purchases of humanoids1DaxAI1DeepgramAI1Delivery timeline for a data center.1Delta in cost due to supply chain differences1Demonstrations collected for the tasks.1deployments of Spot1detroit1development timeline of Moby.1development timeline reduction.1Dexforce1Dexmal1Dexmate1dextrous hands cost1Diligent Robotics1dilovası,-kocaeli1Direct wafer paths reduction in latency.1DiscoLoopAI1Divgi TorqTransfer Systems1Dobot1doe1Dogotix1domestic AI chip inference cluster1DoorDash1Doosan Bobcat1downloads1DROID dataset robot interaction data1Drones owned by the Pentagon1DYNA Robotics Inc.1Dyna-11Dyna-21Dynamo Ventures1Eccentric Machines1economic gains1Embodied AI model1episodes in RoboLab evaluation1Equinor1ESA1EU's AI strategy related to chip supply.1Event Duration1examples for adapting to new robotic embodiments.1Exide Industries1factory-in-china1fal1Fanuc1FaradayFuture's investment1Fetch Robotics1FieldAI-powered robot1fiftyyears1Figure_robot1Figure_robot's commitment to data and compute1FigureAI1filtered simulation episodes1Flash1Flexion1Flexion Robotics1Forerunner K2 humanoid1FORT Robotics1Foundation1Founder Edition Lumis1Foxglove1Fudan University1full-size humanoid units1full-size humanoids revenue1funding for the humanoid company1G1 humanoid grasp and lift task1GAC1GalbotRobotics1Gaorong Ventures1Geely Auto1GEN-1.5 can learn new tasks in a few seconds.1GEN-1.5 model capabilities1general purpose robot foundation model1GeneralistAI1Genesis AI1georgia1GGUF conversion and quantization1giga-texas1glen-cove1global cell capacity1global market forecast for humanoid robots by 20271Global rollout target by 2029-2030.1global shipments of humanoid robots1GMI1Goldman Sachs1GOOG1government-of-the-republic-of-serbia1Greaves Cotton1Gritt1Groq1group-plant-leipzig1GrubMarket1guangxi-regional-government1Gujarat Fluorochemicals1GXO1H3 Max Turbo1hams-hall-plant1hangzhou-yushu-technology1hardware design1Harvard University1HBL Power Systems1HCVC1HELLA India1Hero MotoCorp1Hexagon AB1Himadri Speciality Chemical1historic crime scenes1hmgma-georgia-plant1Horizon Robotics1Houmanoids1human correction data1humanoid market1Humanoid robots procurement1humanoid robots shipped in 20251humanoids built1Hydra-0 training1Hyper3D1Hyundai Glovis1Hyundai Mobis1Hyundai Motor Group1Hyundai's robot plant capacity1ICE's spending on robots.1ICL scaling gains over language prompting are moderate for seen tasks.1IDG Capital1iec1igm Robotersysteme AG1igm Robotik Sistemleri A.Ş.1IHMC1Index uploads1inference cost reduction1Initial price of Lumi's Founder Edition.1inner-mongolia1insertion trials conducted over 40 minutes1Integration of robotic components.1Intuitive Surgical1investment in humanoid robotics1investment in Veeda1Investor Interest1iRobot1IRON1iso1issue of IEEE Spectrum1J.P. Morgan1Japan orders1Japan's postal service1JBM Auto1JD.com1JINGDONG Industrials1Kawasaki Heavy Industries1Kaynes Technology1Kepler1kia-georgia-plant1lackawanna-energy-center1ladder climb1land-transport-authority-singapore1Lattice Semiconductor1LDV Capital1Leaderdrive1LeggedRobot1Li Auto1Lightspeed1likes on Seohong Park's post1LimX Luna robot1Lincoln1Linker Vision1LITE1liuzhou-training-center1LM Studio1Long-horizon unseen tasks1Longcheer1Lotus Cars1Madison Air1Mahindra & Mahindra1Mahindra CIE1manipulation tasks1Manycore Tech1MarathonMP1market opportunity1market size for Autonomous AI1Matic1maximum number of times a user can complete the same task.1McAfee1Mecka1memory manufacturer capacity1Menlo Research1Mentee Robotics1Mesoware1metaplant-de-georgia1MHS1Microduck price1Microduck specifications1Microduck's cost associated with RAM1Micron1Microsoft1Milk Road Pro1Mind Robotics1ministry-of-science-and-ict1Minth Group1minth-metal-parts-majur1MIPS, by GF1MIT1MLCommons1Mobileye1Moby deployment in a semiconductor facility.1model lifecycle1Model merge process1model shutdown1model size1Model Y L Launch Series availability1Mostik1Motherboard Labs1MP Materials1MRVL1Muse1napkins in a bin1nat gas turbine production1National Council for Social Security Fund1national-development-and-reform-commission1NBT average for RandER.1NBT average with 1% Memory Anchors removed.1NBT average with 10% Memory Anchors removed.1NBT average with 5% Memory Anchors removed.1ndrc1Nemotron 3.5 Lightning on Jetson AGX Thor1Neogen Chemicals1NeoSigma1NetSuite1NEURA valuation1NEURARobotics1new tasks1new technical hires as part of union agreement1Newlab1Nexthop AI1nhtsa1Nidec1Niron Magnetics1non-full-size humanoid units1North America orders1NotionHQ1Number of contributors for the engine on Base.1Number of downloads of the Index platform.1Number of global contributors and collected trajectories on the platform.1Number of tasks published.1Ola Electric1Olectra Greentech1Ollama1Ondas Inc1ONDS1OpenClaw1OpenMined1OpenVLA1Operational time of an early prototype.1Optimi1OUST1Ouster Inc1outsetcap1Panasonic1Parasoft1Passenger vehicles (4W)1Patient acceptance rate.1payments made1payments made through Index1payments to data creators1payouts1PEAQ1pennsylvania-governor-josh-shapiro1percentage increase in revenue1Perceptron1Perceptron AI1perceptroninc1performance comparison1Performance metric for model.1performance metrics.1performance of Dyna-21performance of S1 compared to VLAs1performance of S1 on novel tasks1Peridio1Perplexity1PetoiCamp1physical AI data delivered1Pink Robotics1Pixomondo1pollenrobotics1Ports connecting NPUs within the rack.1Ports connecting to the network of switches.1portsmouth-site1post-training duration1power consumption comparison of Jetson Orin Nano 21precision reduction gears1Predicted deployment of humanoid robots in homes.1previous performance of Dyna-11price1proception1production facilities1production requirement for napkins1production requirements for napkins1profit margins in humanoid manufacturing1Projected cost drop for humanoid robots.1Projected growth in revenue from physical AI.1Projected shortage of healthcare staff.1projected spending1prototype1Qatar Investment Authority1Qualcomm1QuEra controller success rate1Qwen3.5-4B on Jetson Orin Nano1Racepoint Global1rallies1Red Cat Holdings1Reflect V1.0 from Flexion Robotics.1Reflex Robotics1Regal Rexnord1REK1replies on Seohong Park's post1retweets on Seohong Park's post1Ricursive Intelligence1Rivian1RobbyAnt1RoboCup 20251robofab1robomyne1RoboSense1RoboStrategy, Inc.1robot capturing work inside the factory.1robot climbing a ladder1robot deployment1robot design1robot handling components and folding storage boxes1robot interaction data from the DROID dataset1Robot Learning Co1robot learning economics1robot manufacturing capacity1robot production in China1robot programming1robot training1robot-park1Robotera’s parcel-sorting robot1robotics-industrial-park1ROBOTIS1Rockchip1Rockwell Automation1ROSCon Global 20261S1 compared to current VLA models1S1 model capabilities1S1 robot foundation model1S1's accuracy compared to conventional VLA models.1S1's accuracy with one example compared to current VLA models1S1's performance on manipulation tasks1SAGE-10K dataset1SambaNova1Sansera Engineering1Saronic1SB Energy1Scale AI data delivery1Schaeffler1Science Robotics1SDLC process rewriting1sec1Second State Inc1Secure-IC1Secure-IC – a Cadence Company1seed studio1Seeed1Seeed Studio1sensing cost1Sequoia Capital1Sequoia's fundraising1Serena Capital1Seres1Series A funding1Series A funding for Norbert Health.1Serve Robotics1sf1shanghai1shenzhen1Shield AI1sim-to-real gap1Simulated robot bodies1Singapore AI Safety Institute1SKF1Skydio1Smart Analytics Global1SMRT1Solomon1Sona Comstar1Sony1south-korea-ministry-of-planning-and-budget1spartanburg1SPCX1speedup in generative performance1Spring Silicon1Stanford University1star-market1Stellarix1Stretch Cloud1structure cost1sub-10nm logic capacity1Subscribers to Robots & Startups.1success rate for few-shot learning1Success rate of AI-controlled trials.1success rate of the post-trained policy.1success rate of the wire insertion task1success rate with few-shot learning1success rate with one-shot physical prompting1successful grasps by the G1 humanoid on hardware.1sundayrobotics1supply chain gap in UxV and robotics components1Sydekick1Symbotic Inc1Synopsys1Syrma SGS Technology1System 01System 11target action-loss1Target valid hours of data per month from the Mobile Ego-Centric App.1tasks available in RoboLab.1Tata Motors1taylor,-texas1TE Connectivity1technia1teleoperation for new tasks1teleoperation hours1teleoperation reduction1Tencent Holdings1TER1Teradyne Inc1Texas Instruments1texas-dmv1the future of humanoids in robotics.1the number of humanoid robots within the next decade1the project stand not just as a piece of marketing, but as a vision statement: a world built by the very technology that made it possible.1time frame for achieving maturity in humanoid robotics.1time taken for the robot to autonomously run the task1Timeline for the plant potting task.1top five global players in humanoid robots1Top vendor positions in global humanoid shipments.1Total campaign rewards1Total capital raised1Total capital raised by Norbert Health.1total Cybercabs in Robotaxi fleet1total humanoids sold worldwide in 2025.1total memory demand with 1 million humanoid robots1total memory demand with 10 million humanoid robots1total memory SAM per unit1Total number of trajectories collected.1Total number of videos collected by Index.1total payments made1total production of humanoid robots1Total robotic systems procurement1total robots shipped1Total trajectories in the engine.1training duration1training hours for LDA-1B model1training needed for current VLA models to match S1's accuracy1training video hours1transactions1TranscEngram1TRON 21TRON 2 modular platform features.1TVS1u.s.-federal-communications-commission1UBTECH Robotics1UBTECH Robotics Corp Ltd1UC Berkeley1UMAC1UMI1UMI and teleoperation in robotics1Unitree上市估值1units1units sold1users1VAC1validated run uses 64 nodes of 4× GB200 for 60K iterations, roughly 68 hours (17.4K GB200-hours).1valuation1Valuation of robotics startup Generalist.1Valuation of XPENG's robotics business.1Veeda1venture funding into physical AI1Viam1video generation1videos uploaded1Views on the post1VisiveAI1vLLM1wafer1Wafer's funding announcement.1Wing1Wing_VC1Wonik Robotics1xAI1XDOF1Xiaomi1xiaomi-ev-factory1XPeng Motors1XPENG Robotics funding1XPENG_Global's funding1XPENG's funding.1Xpeng’s robotics unit raised1Xynova1ycombinator1Zhejiang University1ZINOVA1ZiNovaLabs1Zite1三菱電機1出資1北京人形机器人创新中心有限公司1宇树科技1宇樹科技1开发者大会参与人数1燈がアスターに出資する計画1特斯拉1
Who captures
NVIDIA43@smsehy37Figure32Tesla23Unitree18Skild AI15Google13OpenAI11axis robotics10@stretchcloud9Agility Robotics9World Labs6https://www.facebook.com/485764111816@techniahqrobot5boston-dynamics5Hyundai5Anthropic4Physical Intelligence4@SemiAnalysis_3@OperationsPLS3Veeda AI3Agibot3Lightberry3BMW3DynaRobotics3Joseph Amigo, Rooholla Khorrambakht, Nicolas Mansard, Ludovic Righetti3Meta2Broadcom2@logical_traderr2MiniMax2@ricci_nov2Alibaba2Caterpillar2@RoboPapers2Norbert Health2Zhipu2The University of Hong Kong2燈2UnitreeRobotics2Fourier Intelligence2@ParadisLabs2XPeng2Sanctuary AI21X Technologies2Dyna Robotics2Hugging Face2Promise2Generalist AI2AMI Labs2AMD1@elonmusk1Auras1ByteDance1@Scobleizer1@kyleichan1Thinking Machines Lab1Samsung1@pstAsiatech1Astribot1Vercel1@MilkRoadAI1@rimtoln1Zite1@MelvinInvests1@IEEESpectrum1Nscale1Horizon Robotics1Arm1SB Energy1Rockchip1General Catalyst1Perplexity1Waymo1@ruima1Stretch Cloud1Mostik1X Square Robot1David Cao Physical AI Builders1Morgan Stanley1ZINOVA1ZiNovaLabs1Harmonic Drive1Teradyne Inc1Noble Machines1Andra Keay1wafer1Fanuc1https://x.com/ChongZzZhang1https://x.com/SawyerMerritt1@tphuang1Hyper3D1Perceptron AI1igm Robotersysteme AG1Nabtesco1@NVIDIARobotics1SMRT1Asimov1AXIS ROBOTICS Inc.1technia1Runway1@frontrunvc1Awish1@Thom_Wolf1Milk Road Pro10xconglomerate1Goldman Sachs1UBTECH Robotics1Minth Group1Sequoia Capital1GalbotRobotics1VisiveAI1Stellarix1@BillHughesDC1SpaceX1@Olivier__OG1@realgalleryx1@fuelmeupcc1https://x.com/LerrelPinto1@du_maximilian1Generalist1a16z1https://x.com/poezhao06051FigureAI1Cerebras1@TheSanctuaryAI1DYNA Robotics Inc.1GoogleDeepMind1Perceptron1Pollen Robotics1UBTech1Hyundai Motor Group1Menlo Research1@lightberry1Apptronik1Dynamo Ventures1Cosmicbrainai1https://x.com/huaijiangzhu1https://x.com/BradPorter_1@gupta_abhinav_1https://x.com/adcock_brett1rhoda1@SkildAI1Optimi1@continuumlabs_1@spaceandtech_1NEURA1北京人形机器人创新中心有限公司1sundayrobotics1@EdmondIsARobot1XPeng Motors1https://x.com/seohong_park1https://x.com/RoboPapers1@macklorden1@TheHumanoidHub1Sydekick1GeneralistAI1https://x.com/Majumdar_Ani1@DrJimFan1Dandy1Flexion Robotics1Booster Robotics1Mecka1RoboStrategy, Inc.1Skild AI Team1Tata Motors1https://x.com/Sylviaposts1https://x.com/randallmbriggs1Stanford University1unitreerobotics1Kevin Black1Edmond1Diligent Robotics1Clone Robotics1
Sourced numbers
Thinking Machines Lab$1billion“Thinking Machines Lab is in talks to raise $1 billion at a $40 billion pre-money valuation, according to The Information.”@stretchcloud on X
Thinking Machines Lab$1billion“Thinking Machines Lab is in talks to raise $1 billion at a $40 billion pre-money valuation, according to The Information.”@stretchcloud on X
Figure$0“While its easy to see that Nvidia has invested more money into Figure and come to the conclusion that they have a higher conviction level in Figure over Agility.”@CrossedOffCap on X
Broadcom's AI revenue guidance.$230billion“they have line of sight to double again to $230 billion in 2028, with supply secured for that too.”@CKCapitalxx on X
H3 Max Turbo$0.01“a $0.01/s video generation endpoint makes AI video economically viable for things like product demo generation, marketing content pipelines, and real-time synthetic data.”@stretchcloud on X
Meta and Muse Spark 1.3 performance upgrade$0“Mark Zuckerberg calling it "frontier performance almost too cheap to meter."”@TheRundownAI on X
3D reconstruction25.3 units“Atlas claims mean AbsRel error of 25.3, better than specialist tools built for that task.”@stretchcloud on X
ROSCon Global 202615 units“ROSCon Global 2026 is the fifteenth annual flagship developer conference for the Robot Operating System (ROS) community.”NVIDIA at ROSCon 2026 | Toronto, Canada
manipulation tasks120 units“across 120 language-conditioned manipulation tasks”@NVIDIARobotics on X
market opportunity$0“the companies that benefit is not only be the robot manufacturers but the real picks and shovels will be the suppliers that provide the robot’s brain, eyes, muscles, joints, sensors and nervous system.”@MilkRoadAI on X
supply chain gap in UxV and robotics components$0“the companies solving that layer are the real infrastructure play”@OperationsPLS on X
Hydra-0 training2202 hrs“It was trained on about 2,202 hours of multi-embodiment video spanning human hands, handheld grippers, single-arm robots and bimanual systems.”@techniahqrobot on X
humanoid robots28,000 units“Morgan Stanley expects China to pass 28,000 units in 2026.”@SparXPodcast on X
cars90,000,000 units“For scale, the world builds about 90 million cars a year.”@SparXPodcast on X
valuation of Unitree$1,200“companies like Unitree reach valuations exceeding 1,200x earnings”@10xthinker on X
Optimus Gen 2 cost estimation$45,500“Morgan Stanley estimates building an Optimus Gen 2 costs $45,500 using China's supply chain, versus $131,800 without it.”@smsehy on X
Optimus Gen 2 cost estimation$45,500“Morgan Stanley estimates building an Optimus Gen 2 costs $45,500 using China's supply chain, versus $131,800 without it.”@smsehy on X
Delta in cost due to supply chain differences$86,300“That $86,300 delta is not simply raw neodymium pricing.”@smsehy on X
XPENG Robotics funding$900million“XPENG’s robotics business raised more than $900 million at a post money valuation above $6.3 billion, representing the largest single private financing recorded in China’s embodied AI sector to date.”Humanoid Digest: August 2026 | XMAQUINA DAO
Alloy Robotics funding$11.5million“Sydney based Alloy Robotics raised A$11.5 million in a seed round led by Square Peg, with Blackbird, Airtree and Skip Capital among the returning investors.”Humanoid Digest: August 2026 | XMAQUINA DAO
Figure Index uploads16,000,000 units“Figure says Index has accumulated more than 16 million video uploads across 108 countries, with 264,000 app downloads and more than 44,000 weekly active users.”Humanoid Digest: August 2026 | XMAQUINA DAO
Compute requirements for humanoids.0 units“Sizing on-chip memory buffers to prevent bus saturation during continuous high-rate tactile policy execution directly dictates compute bill of materials.”@smsehy on X
TRON 2 modular platform features.3 units“TRON 2 was already three robots in one.”@XRoboHub on X
the number of humanoid robots within the next decade1,000,000,000 units“Musk also believes robots could eventually help manufacture more robots, creating a self reinforcing production cycle that accelerates after starting slowly.”@MilkRoadAI on X
domestic AI chip inference cluster100,000 units“It already has 100k domestic AI chip inference cluster & plan to increase significantly over next 6 months.”@tphuang on X
tokens processed62,000 units“It did 62T tokens in 6 days w/ Ox Alpha”@tphuang on X
inference cost reduction$80“inference cost has dropped 80% since start of yr”@tphuang on X
Embodied AI model36,000,000,000 units“A 36B parameter model just blurred one of robotics’ biggest boundaries, the gap between seeing a scene and acting on it.”@techniahqrobot on X
production capacity of Tesla Optimus robot1,000,000 units“the line ultimately designed for about 1 million robots a year.”@WhaleFUD on X
Ports connecting NPUs within the rack.7 units“Seven ports are used to connect other NPUs on the same tray over flyover cables.”@SemiAnalysis_ on X
Ports connecting to the network of switches.4 units“This leaves the remaining 4 ports to connect to a network of low-radix-switches in the backplane for further intra-rack connectivity.”@SemiAnalysis_ on X
precision reduction gears60 units“Nabtesco states on its own site that it holds approximately 60% of the global market for the precision reduction gears in industrial robot joints.”@LeoKharon on X
sub-10nm logic capacity92 units“Roughly 92% of the world's sub-10nm logic capacity sits on one island.”@LeoKharon on X
global cell capacity80 units“Battery cells go back to China: over 80% of global cell capacity, about 99% of LFP.”@LeoKharon on X
humanoids shipped by Figure1,000 units“has already shipped 1,000+ humanoids.”@Astra1Byte on X
benchmark for a commercially mature general purpose humanoid.80 units“Put the robot into an unfamiliar home or workplace and ask it, through language instructions, to complete roughly 80% of the required tasks without retraining for that environment.”@techniahqrobot on X
time frame for achieving maturity in humanoid robotics.2 units“His estimate is 2–3 years in an optimistic case, or 5–10 years conservatively.”@techniahqrobot on X
Nemotron 3.5 Lightning on Jetson AGX Thor44.8 hrs“On Jetson AGX Thor, the three training steps completed in 44.8 seconds and saved a 438 MB adapter.”Optimize Models with Unsloth | Jetson AI Lab
FieldAI-powered robot1 units“A FieldAI-powered robot, pictured with Singapore's Minister for Transport Jeffrey Siow at @SMRT_Singapore's Gali Batu Bus Depot.”@fieldai_ on X
humanoid robots shipped in 20255,500 units“unitree shipped 5,500 humanoid robots in 2025 – more than tesla, figure ai and agility robotics combined.”@thehypedotnews on X
total production of humanoid robots6,500 units“total production exceeded 6,500 units.”@thehypedotnews on X
global market forecast for humanoid robots by 2027100,000 units“counterpoint forecasts the global market hitting 100,000 units by 2027 – 6x the 2025 numbers.”@thehypedotnews on X
Cost of the GR-1 humanoid$125,000“Shanghai-based Fourier Intelligence deployed their $125,000 GR-1 humanoid onto public transit to assist an elderly citizen.”@rich_odinn on X
@ycombinator fall cohort companies5 units“5 @ycombinator fall cohort companies across Compute, Energy, Hardware and DevTools.”@frontrunvc on X
total memory demand with 1 million humanoid robots$600million“that could represent approximately $600 million–$800 million in memory content, while 10 million robots could create a $6 billion–$8 billion opportunity.”@MelvinInvests on X
total memory demand with 10 million humanoid robots$6billion“while 10 million robots could create a $6 billion–$8 billion opportunity.”@MelvinInvests on X
total memory SAM per unit$250“we see a SAM range of between $250-$350 for DRAM and $350-$450 for NAND, for a total memory SAM of between $600-$800 or more per unit.”@ParadisLabs on X
carbon reduction1,780 units“Through smarter supply-demand matching and logistics optimisation, JINGDONG Industrials helps customers reduce unnecessary transportation and resource waste.”JD.com, Inc.
AI spending by a large consulting firm.$100“a large consulting firm is increasing their AI spend by 100x at their London office for their back office teams.”@ParadisLabs on X
NVIDIA earnings related to AI.$25“AI Clouds, Industrial & Enterprise revenue was up 25% sequentially compared to 13% for the hyperscalers.”@ParadisLabs on X
venture funding into physical AI$47.4B“Global venture funding into physical AI hit $47.4B across 521 deals in H1 2026 — nearly 4x the prior half.”@davidcao01 on X
Sequoia's fundraising$10B“Sequoia raised $10B four months after a $7B raise, explicitly reframing its thesis from "algorithms to atoms"”@davidcao01 on X
SoftBank's investment in Skild AI$1.4B“SoftBank led a $1.4B Series C into robotics firm Skild AI, tripling its valuation to $14B in seven months”@davidcao01 on X
teleoperation hours100000 hrs“Skild says the equivalent training data took to collect.”@Robot_AIsignals on X
average per-step success66 units“Skild reports 66% average per-step success on unseen tasks against 9% for a language-prompted baseline, once pre-training reaches 100,000 hours (company claim, internal evaluation).”@Robot_AIsignals on X
model lifecycle90 units“The o3 model was sunset Wednesday after just 90 days.”@LinaOrozcoDus on X
model shutdown1 units“Google’s gemini-robotics-er shuts down tomorrow.”@LinaOrozcoDus on X
Index uploads16,000,000 units“Index has taken 16 million uploads from 108 countries,”@Robot_AIsignals on X
weekly active contributors44,000 units“carries 44,000+ weekly active contributors”@Robot_AIsignals on X
payments made through Index$15M“has paid out $15M — with over $1B committed to data and compute across the next twelve months (company claims).”@Robot_AIsignals on X
rallies100 units“Galbot robots completed 100+ consecutive rallies at the World Humanoid Robot Games 2026 while tracking the ball, moving around the court and responding in real time.”@ctorobotics on X
Atlas robot1 units“Boston Dynamics is already manufacturing production-ready versions for real-world industrial work.”@KaptanHindustan on X
XPENG_Global's funding$900M“@XPENG_Global’s robotics unit raised $900M+ at a $6.3B valuation, the largest private embodied-AI round in China.”@continuumlabs_ on X
Figure_robot's commitment to data and compute$1B“@Figure_robot launched Index, its global robot-training data pipeline, and committed $1B+ to data and compute over the next 12 months.”@continuumlabs_ on X
FaradayFuture's investment$5B“@FaradayFuture launched its “EAI Robotics Made in USA” plan with $5B U.S. investment over 10 years and a robot factory by year-end.”@continuumlabs_ on X
Hyundai's robot plant capacity30,000 units“Hyundai outlined a U.S. robot plant with 30,000-unit annual capacity from 2028, plus Atlas on HMGMA lines.”@continuumlabs_ on X
Digit's real-world operation hours65000 hrs“@agilityrobotics said Digit is live at 9 customer sites with 65,000+ hours of real-world operation.”@continuumlabs_ on X
insertion trials conducted over 40 minutes313 units“The trial used robotic hands rather than a complete humanoid to insert flexible wired plugs into moving targets on a live conveyor at a global Tier 1 automotive supplier.”Sanctuary AI puts humanoid tech on industrial robots
success rate of the wire insertion task$99.5“Sanctuary AI has deployed technology developed alongside its Phoenix humanoid on an industrial wire insertion task, reporting a success rate above 99.5%”Sanctuary AI puts humanoid tech on industrial robots
Humanoid robots500,000 units“industry-wide estimates pointing toward roughly 500,000 units/year by 2027 across Optimus, Figure, 1X, Unitree, and others.”@davidcao01 on X
Drones owned by the Pentagon200,000 units“The Pentagon's Drone Dominance Program has committed $1 billion to purchasing more than 200,000 drones by 2027, scaling to 340,000 by 2028.”@davidcao01 on X
nat gas turbine production18 units“we can accelerate nat gas turbines coming online by up to 18 months, which is a profound game-changer.”@elonmusk on X
ladder climb15 units“the company's humanoid climbing 15 feet up a ladder and 15 feet back down with no human input”@IntEngineering on X
Operational time of an early prototype.10.5 hrs“Lightberry previously deployed an early prototype –– Beach Boy Robot –– at the ElevenLabs Summit, where the robot operated for 10.5 hours as an automated event photographer, interacting with attendees and uploading images autonomously.”Lightberry Unveils Lumi: A $40k Interactive Humanoid Built on a Unitree Core | Humanoids Daily
robot production in China10,000 units“Output tops 10,000 units in 2025 but a robot that needs a researcher steering its wrist isn't replacing a warehouse worker.”@fuelmeupcc on X
Gemini Robotics 2 (VLA)1 units“three models: Gemini Robotics 2 (VLA) converts vision+language into motor control first DeepMind VLA to control a full humanoid feet-to-fingertips under one checkpoint.”@csentropy on X
Gemini Robotics ER 2 (VLM)1 units“Gemini Robotics ER 2 (VLM) the embodied-reasoning brain; publicly available.”@csentropy on X
Gemini Robotics On-Device 2 (VLA)1 units“Gemini Robotics On-Device 2 (VLA) runs locally, adapts to new embodiments in a few hours.”@csentropy on X
Number of global contributors and collected trajectories on the platform.150,000 units“As of late August 2026, the platform has surpassed 150,000 global contributors and collected over 3.7 million trajectories across 4,000+ published tasks.”Cicada Market Making on X: "https://t.co/26k9SK56mf" / X
continuous locomotion demo1.5 units“SOLO completed a continuous 1.5 km outdoor route using one chest mounted depth camera and proprioception crossing stairs, slopes, grass and uneven ground.”@techniahqrobot on X
Total number of trajectories collected.2,100,000 units“2.1 million trajectories”@em3kagmi on X
Number of tasks published.1,600 units“1,600+ published tasks.”@em3kagmi on X
Total trajectories in the engine.3,000,000 units“the engine on Base had reached 3 million trajectories from 123,000+ contributors.”@em3kagmi on X
Number of contributors for the engine on Base.123,000 units“from 123,000+ contributors.”@em3kagmi on X
Cerebras WSEs needed for running a large model.$20M“that’s over $20M of CAPEX and 1MW of power consumption before you can get a forward pass on a frontier model.”Cerebras's Next Generation CS-4: Fast Just Got Faster
System 11 hrs“System 1 turns that into full-body joint targets at 200 Hz.”@techniahqrobot on X
System 01 hrs“System 0 runs at 1,000 Hz constantly adjusting balance, contact and coordination.”@techniahqrobot on X
Funding$120M“DYNA Raises $120M for Physical AGI”Careers — DYNA
napkins in a bin10 units“Ten positions in one small bin look nearly identical to the robot.”@DynaRobotics on X
production requirements for napkins1,500 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.”@DynaRobotics on X
previous performance of Dyna-1480 units“A year ago, ours managed 480 with Dyna-1.”@DynaRobotics on X
performance of Dyna-21,500 units“Today with Dyna-2, we clear well over 1,500 napkins, 2.7x faster and at higher quality.”@DynaRobotics on X
Dyna-11 units“Twelve months ago, Dyna-1 was the most reliable robot foundation model DEMO published at the time.”@DynaRobotics on X
Dyna-21 units“Today the comparison with Dyna-2 is stark.”@DynaRobotics on X
Microduck price$399“Hugging Face's Pollen Robotics just opened pre-orders for Microduck, a $399 biped.”@TheHumanoidHub on X
Microduck specifications15 units“15 motors, a camera, a small LiDAR, two IMUs, and an articulated beak that picks things up.”@TheHumanoidHub on X
Atlas deployment target for 2028.30,000 units“U.S. annual production capacity target: 30,000 units.”@StragglerLiu on X
Global rollout target by 2029-2030.25,000 units“Target: 25,000+ Atlases deployed.”@StragglerLiu on X
XPENG's funding.900 units“On August 24, 2026, announced its robotics business raised over $900M at a post-money valuation of over $6.3B.”@StragglerLiu on X
Tesla's production estimate.16,800 units“2026 total production estimated at 20,000-30,000 units.”@StragglerLiu on X
teleoperation reduction5884 hrs“cut the teleoperation needed to hit their action-loss target from 5,884 hours to 28.”@TheHumanoidHub on X
target action-loss28 hrs“cut the teleoperation needed to hit their action-loss target from 5,884 hours to 28.”@TheHumanoidHub on X
Delivery timeline for a data center.30 hrs“Turner’s prefab arm xPL Offsite delivered a hot-aisle containment system for a 30MW rapid-deployment data center.”Dynamo Dispatch (2026/08/24) - by Santosh Sankar
Gemini Robotics ER2 units“I believe Gemini Robotics ER 2 is a clear example here.”@zhodonx on X
Simulated robot bodies100,000 units“They trained locomotion across 100,000 simulated robot bodies, which forces the policy to deal with different morphologies instead of just memorizing how one specific robot moves.”@0xconglomerate on X
robot learning economics$1“you pay the enormous data bill once during foundation-model training, then amortize it across thousands of new tasks through prompting.”@rohanpaul_ai on X
S1's performance on manipulation tasks$380“one video demonstration provided roughly the benefit of 380 post-training examples!”@DeryaTR_ on X
S1 robot foundation model1 units“Skild has released S1, a robot foundation model where you specify the task with a video demonstration instead of a language instruction.”@TheHumanoidHub on X
performance of S1 compared to VLAs0 units“For known tasks, S1 can match the performance of language-prompted VLAs.”@SkildAI on X
performance of S1 on novel tasks0 units“For novel tasks, S1 exponentially outperforms any existing language-prompted VLAs as we scale the pre-training.”@SkildAI on X
teleoperation for new tasks100 hrs“A new task used to mean a hundred hours of teleoperation and a training run.”@humanoidsdaily on X
time taken for the robot to autonomously run the task11 units“Skild set up a plant potting task at 8:54pm and had the robot running it autonomously 11 minutes later.”@humanoidsdaily on X
robot climbing a ladder1 units“Figure 03 can now climb a ladder fully autonomously.”@fuzzyxbt on X
sim-to-real gap1 units“A robot can learn to perform a task almost perfectly in simulation, then fail when it encounters the real world.”@continuumlabs_ on X
Unitree G1 humanoid robot1 units“The Unitree G1 humanoid robot can drive a go-kart, controlling the steering wheel and pedals around an indoor track.”@spaceandtech_ on X
Atlas humanoid robot1 units“Boston Dynamics introduced their new, all-electric Atlas humanoid robot, noting its superior real-world application to previous iterations.”Why Boston Dynamics Gave Their Atlas Robot a Head
Unitree Robotics$50billion“Unitree Robotics' Shanghai IPO saw its valuation soar to $50 billion after a 460% debut surge, fueled by retail investors oversubscribing 8,000 times.”China’s Robot Boom Tests Investor Discipline
Unitree Robotics5,500 units“Last year Unitree shipped more than 5,500 humanoid robots, and together with rival AgiBot accounted for more than 70% of the roughly 13,000 humanoids shipped globally.”China’s Robot Boom Tests Investor Discipline
Unitree Robotics$250million“Revenue more than quadrupled last year to roughly $250 million, and the company is profitable — a distinction shared by almost none of its humanoid peers, foreign or domestic.”China’s Robot Boom Tests Investor Discipline
Unitree Robotics$904million“Unitree, formally Hangzhou Yushu Technology, raised 6.1 billion yuan ($904 million) and became the first humanoid robot maker listed on a mainland Chinese exchange.”China’s Robot Boom Tests Investor Discipline
humanoid robots sold by Unitree in 2025.5,500 units“China’s success is down to “a combination of policy support, public investment, mature supply chain, and advancements made in AI software and hardware,” Lian Jye Su, a tech analyst at consultancy firm Omdia, told Rest of World.”Unitree Claims New Humanoid Robot Outruns Usain Bolt
total humanoids sold worldwide in 2025.13,000 units“Unitree alone shipping 5,500 of the 13,000 to 18,000 humanoids sold worldwide in 2025, the most of any manufacturer.”Unitree Claims New Humanoid Robot Outruns Usain Bolt
@RoboPapers 209187717329235601230000 hrs“30,000 hours”@RoboPapers on X
articulated assets27 units“TaskGen now includes a library of 27 articulated object families (4 variants each).”@axisrobotics on X
investment in humanoid robotics$0“Most of these VCs dumping millions into humanoid robot startups are just idiots with FOMO.”@macklorden on X
data supporting consumer purchases of humanoids0 units“there is NO DATA to support this.”@macklorden on X
profit margins in humanoid manufacturing$0“the ensuing price wars will inevitably slash profit margins for these humanoid manufacturers.”@macklorden on X
robot programming1 units“If showing it once is enough, that changes both how fast a robot becomes useful and who can work with one.”@TheHumanoidHub on X
Reflect V1.0 from Flexion Robotics.0 hrs“A robotics intelligence platform designed to help robots complete complex tasks autonomously without a human operator.”@spaceandtech_ on X
Predicted deployment of humanoid robots in homes.2,000,000,000 units“62% of that eventual 3 billion — roughly 2 billion units — end up inside homes, not factories.”Theo Gage on X: "https://t.co/cIZx4OHoeU" / X
Projected cost drop for humanoid robots.$17,000“falling to around $17,000 by 2030 — converging with Unitree's G1, already priced near $16,000.”Theo Gage on X: "https://t.co/cIZx4OHoeU" / X
Deployment of robots in BMW's manufacturing line.30,000 units“Figure's robots spent 11 months on BMW's Spartanburg line, contributing to 30,000+ vehicles.”Theo Gage on X: "https://t.co/cIZx4OHoeU" / X
BMW Group production30,000 units“the Figure 02 robot supported the production of more than 30,000 BMW X3 vehicles over ten months.”Press-Information June 25th 2026
BMW Group's production capabilities with humanoid robots.30,000 units“Figure 02 supported the production of more than 30,000 BMW X3 vehicles.”BMW Group deploys Figure 03
deployments of Spot1,500 units“With over 1,500 deployments, Spot is already teaching hundreds of companies how to work alongside autonomous mobile robots.”An Electric New Era for Atlas | Boston Dynamics
Training Data20000 hrs“N1.7 is pretrained on 20K hours of EgoScale human video data alongside diverse robot demonstrations.”NVIDIA/Isaac-GR00T
the project stand not just as a piece of marketing, but as a vision statement: a world built by the very technology that made it possible.1 units“The production fused artistry, engineering, and emotion into a single workflow, revealing what’s possible when imagination becomes interactive.”Bringing Marble to Life | World Labs
video generation1 units“Atlas generates images and videos from one or more images with pixel-perfect camera control, outputting up to 1 minute of video at 1440p.”World Labs Atlas
Reef is one of the most ambitious open-source AI infrastructure projects I have seen this year. ~300 GitHub stars in two days. The core idea is genuinely different from anything else in the space: most RL post-training pipelines treat the model and the scaffolding around it as separate problems. You train one, then you write the other. Reef rejects that separation entirely. It co-evolves model weights and agent harness simultaneously, using live task outcomes as the feedback signal for both. Model side: SAO (Self-Aligned Optimization) adjusts weights from what the agent actually accomplished.…
12:45 AM ET
NVIDIA
$NVDA
12:45 AM ETNVIDIA
@stretchcloud on X
What NVIDIA shipped at IFA yesterday quietly changes local inference infrastructure. PAIR (Personal AI Router) is a free, open-source tool that auto-discovers compatible GPUs on your local network and routes inference requests to whichever machine has capacity. RTX 20-series and above, Apple M4, DGX Spark all supported. Integrates natively with Ollama and LM Studio. A few things to unpack. This is load balancing, not memory pooling. PAIR does not shard a 70B model across three machines or aggregate VRAM. Each machine runs models that fit in its own memory. What PAIR does: intelligently…
12:39 AM ET
Meta
12:39 AM ETMeta
@tchsignal on X
Meta Puts a Price on AI Interaction Data Meta is offering a striking trade-off for developers using its Muse Spark AI model: much cheaper API access if they opt in to Contributor terms that allow their prompts and model outputs to contribute to future model development. Standard pricing is $1.25 per million input tokens and $4.25 per million output tokens. Under Contributor pricing, those rates fall to $0.10 and $0.20 respectively. That distinction matters. Meta is not paying users cash, and the Contributor terms are not the default for every Muse Spark customer. Standard pricing remains…
12:30 AM ET
AMD
12:30 AM ETAMD
@SemiAnalysis_ on X
On total tokens per $ TCO, a new AMD MI355x submission beats B300 at lower interactivity ranges on AgentX. Both high throughput configs use disaggregated setups. Shoutout to vLLM, AMD, and LMCache engineers. https://t.co/Sc35IXkXY8
12:15 AM ET
BRBroadcom
12:15 AM ETBRBroadcom
@ricci_nov on X
Broadcom's core switching GM Asad Khamisy told Semicon Taiwan that co-packaged optics is not necessarily the best answer for scale-up networking, and fits scale-out better. The optics story splits by tier rather than replacing copper everywhere at once. https://t.co/5rPTq1LFXO
11:48 PM ET
Tesla
$TSLA
11:48 PM ETTesla
@elonmusk on X
The Cybercab motor uses no rare earth metals, but maintains the same range! This was extremely hard to achieve. https://t.co/2SrdikvrUM
11:44 PM ET
@elonmusk
11:44 PM ET@elonmusk
@elonmusk on X
Having electric brakes avoids the complexity of a hydraulic system: no need to rout plumbing all around the car https://t.co/DGBhdvbSZk
11:39 PM ET
@smsehy
11:39 PM ET@smsehy
@smsehy on X
Every factory running PLC virtualization demos skips the same three requirements. IEC 62443 compliance. Deterministic cycle times under 1ms. Validation against every failure mode the original hardware handled. Moving control logic off dedicated hardware onto standard compute sounds like a cost play until you price the safety certification.
11:36 PM ET
AUAuras
11:36 PM ETAUAuras
@ricci_nov on X
Auras expects ASIC-related products to reach 50% of revenue in 2027 as it expands beyond GPU platforms, with microchannel liquid cooling production targeted for 2028 and projects running with AWS and Meta. The thermal supply chain is re-anchoring on custom silicon. https://t.co/AS7HF1s97k
11:35 PM ET
Tesla
$TSLA
11:35 PM ETTesla
@elonmusk on X
Cybercab safety https://t.co/9DQYsSTGeU
11:18 PM ET
@smsehy
11:18 PM ET@smsehy
@smsehy on X
Specialized low-thermal-expansion epoxy mold compounds and resin fillers are critical to preventing catastrophic package warpage as silicon interposers exceed multiple reticle sizes in advanced AI packages. https://t.co/DCzUM7rqUU
11:18 PM ET
@smsehy
11:18 PM ET@smsehy
@smsehy on X
Back-end packaging equipment providers for dicing, thermo-compression bonding, and automated optical inspection capture structural pricing power as AI accelerators demand dense 2.5D and 3D silicon integration. https://t.co/hNEAmZld8p
11:18 PM ET
@smsehy
11:18 PM ET@smsehy
@smsehy on X
Expanding dedicated advanced packaging hubs underscores that backend assembly and testing have become equal partners to wafer lithography in delivering next-generation AI compute clusters. https://t.co/l8xuymi71s
11:17 PM ET
@smsehy
11:17 PM ET@smsehy
@smsehy on X
System-technology co-optimization requires advanced multi-physics EDA software to model thermal expansion, signal degradation, and mechanical stress across multi-die packages before committing to physical mask sets. https://t.co/HQIhF0sGYz
11:17 PM ET
@smsehy
11:17 PM ET@smsehy
@smsehy on X
The modern automotive and physical AI value chain is anchored by invisible Tier 2 semiconductor and EDA suppliers. Automakers must master direct relationships with foundries and OSATs rather than relying solely on Tier 1 integrators. https://t.co/B3y9BB60Rx
11:17 PM ET
@smsehy
11:17 PM ET@smsehy
@smsehy on X
Extending microbump pitch down to 5 microns preserves existing high-volume bonding lines and avoids the steep yield loss of early hybrid bonding adoption, shifting the engineering challenge to void-free underfill chemistry. https://t.co/Xvl6LgIbj1
11:16 PM ET
@smsehy
11:16 PM ET@smsehy
@smsehy on X
Establishing shared verification lines for advanced packaging accelerates equipment qualification cycles, helping local supply chain partners debug sub-micron bonding and cleaning tools before full production ramps. https://t.co/w0mK5hwPXu
11:16 PM ET
@smsehy
11:16 PM ET@smsehy
@smsehy on X
Scaling co-packaged optics moves the primary physical constraint from silicon photonics fabrication to precision automated fiber alignment, laser thermal stability, and high-throughput optical testing infrastructure. https://t.co/34R5fH33C4
11:16 PM ET
@smsehy
11:16 PM ET@smsehy
@smsehy on X
Shifting to large rectangular panel formats maximizes packaging substrate utilization for multi-die AI accelerators, but managing thermal warpage across large composite panels during high-temperature curing remains a severe yield hurdle. https://t.co/4HBjacchOA
11:13 PM ET
@smsehy
11:13 PM ET@smsehy
@smsehy on X
A 15-gigawatt deficit in grid power will accelerate the shift toward embedded edge intelligence and model quantization. Running efficient inference directly inside vehicle gateways and factory edge nodes bypasses utility interconnect queues. https://t.co/m8Mi9dmI5E
11:13 PM ET
@smsehy
11:13 PM ET@smsehy
@smsehy on X
Building 10,000 humanoid units requires dedicated CNC machining lines, automated joint dynamometer calibration fixtures, and Tier 2 precision component yields that match automotive powertrain tolerances. https://t.co/Aru5h4qaX6
11:12 PM ET
Figure
11:12 PM ETFigure
@CapitalSqueez on X
$CCXI So this $3.5B–$6B of locked compute deal with Nscsle is bigger than Figure’s last cash raised round. That usually means a new round at a higher print than $39B is coming soon. Figure needs to raise the cash, higher valuation. Agility is the public proxy at ~$2.5B. If Figure marks up, the whole industry gets marked up too. @agilityrobotics @HumanoidInvest @slinkyhammer @SCSQ2022 @valueInIdeas @chris_j_paxton
11:12 PM ET
@smsehy
11:12 PM ET@smsehy
@smsehy on X
Prototyping robotic kinematics is accessible for small engineering teams, but foundation models and custom edge silicon create massive capital consolidation. A few platforms will own the physical AI operating stack while hardware makers assemble standard mechanical frames. https://t.co/BGdI5joTD9
11:11 PM ET
@smsehy
11:11 PM ET@smsehy
@smsehy on X
Securing massive GPU clusters proves that physical AI is adopting frontier model training economics. The ultimate pacing item remains converting those model outputs into deterministic, safety-certified motor commands that operate reliably in active industrial cells. https://t.co/2eqrO2XgcF
11:11 PM ET
@smsehy
11:11 PM ET@smsehy
@smsehy on X
Physical constraints across high-bandwidth memory packaging and behind-the-meter power interconnects are forcing compute optimization down to the edge. When centralized megawatts take four years to commission, running quantized models on ruggedized plant controllers is the only operational option.
11:11 PM ET
@logical_traderr
11:11 PM ET@logical_traderr
@logical_traderr on X
ELECTRONICS VALUE CHAIN Copper │ ├── Copper Foil ───────────────┐ │ │ Glass Fibre ─────────────────────┤ │ ▼ Resin ───────────────────────► CCL │ ▼ PCB │ ▼ PCBA │ ▼ Box Build / EMS │ ▼ Electronics / AI / Auto / Telecom / Defence / Consumer TODAY IN INDIA Import-heavy upstream ↓ CCL / glass / specialised materials ↓ Domestic PCB capacity( building) ↓ EMS strength NEXT 3–5 YEARS CCL localisation + PCB localisation ↓ More domestic value-add ↓ Better supply security + potentially better structural margins ↓ But only if yield + qualification + utilisation actually work
11:10 PM ET
@smsehy
11:10 PM ET@smsehy
@smsehy on X
Rebuilding domestic electrical infrastructure and high-voltage grid substations is the prerequisite for both gigawatt AI datacenters and heavy industrial manufacturing. The bottleneck is not software or capital, but four-year lead times on high-power step-down transformers and switchgear.
10:47 PM ET
@stretchcloud
10:47 PM ET@stretchcloud
@stretchcloud on X
The 30-50x cost difference between computer use and MCP keeps rattling around in my head. The framing that clicks for me: computer use is paying for a human-in-the-loop at model prices. Every screen interaction generates a screenshot, feeds it through vision, waits for coordinate output, executes the click, takes another screenshot. You are spending tokens on what amounts to OCR and cursor navigation, round after round. MCP replaces that entire loop with a typed function call. No screenshots. No vision pass. No coordinate uncertainty. The model calls a tool, the tool returns structured data,…
10:27 PM ET
@stretchcloud
10:27 PM ET@stretchcloud
@stretchcloud on X
The thing I keep noticing across agentic frameworks in 2026: resumability is now the reliability primitive everyone is building toward. Genkit Go 1.13 ships it properly. A Generate call that fails at tool round five returns what it finished alongside the error. You pass resp.History() back in, only the failed step reruns. No wasted tool calls. No redone work. The same logic extends to full agent sessions. A failed or cancelled turn saves completed rounds as a snapshot. Send an empty input, it picks up from there. This matters for production. Most AI agent failures today are partial. The agent…
10:14 PM ET
OPOpenAI
10:14 PM ETOPOpenAI
@DrJimFan on X
Good old days at OpenAI in 2016: an agent stares at screen pixels, moves a mouse, and books a flight on United. We called it World of Bits, inside OpenAI Universe. 10 yrs later, Astra is reincarnated in the same universe. Even the naming is astronomically correct 😆 Universe was perhaps the most ambitious AI infra project at the time, but we couldn't quite figure out how to solve it. A policy with zero prior knowledge of what a "submit" button does has to rediscover the entire internet visual lingua by trial and error. In retrospect, RL from scratch against hand-drawn, per-task "artisan"…
10:00 PM ET
BYByteDance
10:00 PM ETBYByteDance
@pstAsiatech on X
ByteDance to expand massive AI data centre cluster in Inner Mongolia: source https://t.co/zQ7uuDnP6k
10:00 PM ET
@Scobleizer
10:00 PM ET@Scobleizer
@Scobleizer on X
Ray Kurzweil is snorting nano particles. OK, not quite yet. Just joined a brain computer startup that will make them. https://t.co/xS02EHFgWm
10:00 PM ET
NVIDIA
$NVDA
10:00 PM ETNVIDIA
@SemiAnalysis_ on X
An AI agent broke out of its sandboxes. The vulnerabilities it used were already public. "Our recommendation to providers in the ClusterMAX rankings is literally just keep your stuff up to date. If there are existing vulnerabilities that have been described publicly in popular software, this could be anything from Docker to the NVIDIA driver to Kubernetes or the Linux kernel. Clearly people, and in this case agents, can just read that description and then build an exploit from it."
9:46 PM ET
Tesla
$TSLA
9:46 PM ETTesla
@SawyerMerritt on X
Under the hood of the Cybercab https://t.co/RkLn2xRUpA
9:46 PM ET
Tesla
$TSLA
9:46 PM ETTesla
@SawyerMerritt on X
This is the Cybercab's hardware computer. https://t.co/hbFCLTj113
9:43 PM ET
Tesla
$TSLA
9:43 PM ETTesla
@SawyerMerritt on X
The Cybercab is the first Tesla to get their next-gen Supermanifold V3 thermal system. "We removed unnecessary refrigerant valves and lines and consolidated the high-and low-voltage controllers, reducing parts and complexity. Its modular design makes its production 80% automated and its operation 38% more efficient than other automotive thermal systems."
9:31 PM ET
Tesla
$TSLA
9:31 PM ETTesla
@SawyerMerritt on X
The Cybercab drive unit features a simplified bar-wound stator and lubrication system, plus an overall architecture that enables fully automated, sub-10-second cycle times. It is 18% smaller, 25% lighter and more efficient than other top performing electric vehicle drive units. https://t.co/lZXJ8RNT1I
8:09 PM ET
@kyleichan
8:09 PM ET@kyleichan
@kyleichan on X
Transformers, optical transceivers, batteries, even upstream materials like copper and electrical steel. Many key components of the American AI data center buildout are made in China. https://t.co/VEhrZk3WoN
7:00 PM ET
OPOpenAI
7:00 PM ETOPOpenAI
@SemiAnalysis_ on X
OPENAI<>NVIDIA: It is clearly a good idea for OpenAI to start an ASIC program, spend hundreds of millions on R&D, present at Hot Chips, deploy some stuff, scare NVIDIA, and get some more money and backstops from NVIDIA on the order of billions of dollars. If Jalapeno does well at scale, OpenAI will increase its revenue per MW. If Jalapeno doesn't do well, they will still get a lot of financing and backstops from NVIDIA, as Jalapeno is scaring NVIDIA. @sama wins even if their chip loses.
6:02 PM ET
Tesla
$TSLA
6:02 PM ETTesla
@smsehy on X
65 million miles of Tesla FSD fleet data. 5% safer than human driving by their own metrics. Safety certification bodies require per-scenario validation across an ODD matrix, not fleet-aggregate statistics. ISO 26262 ASIL D qualification adds 12 to 18 months per platform. That certification pipeline, not the demo reel, sets the shipping date.
5:42 PM ET
OPOpenAI
5:42 PM ETOPOpenAI
@rimtoln on X
GPT-6 ASTRA ISN'T A PATCH. IT'S A GENERATION FLIP. openai just shipped the model they call a generational leap past gpt-5.6 sol not better chat better computer use · coding · cyber · science ▹ why this is the breakthrough first openai model at Critical cyber threshold agent stacks that actually drive the machine browser · forms · repos · multi-step work enterprise-first rollout · daybreak defenders first ▹ the scoreboard (vendor table) frontiermath t4 · astra 97.6 · fable 5.1 87.8 sol was 83.0 · that's a real cliff terminal-bench science · 64.6 vs fable 52.6 automationbench · 41.4 vs 31.4…
5:27 PM ET
TMThinking Machines Lab
5:27 PM ETTMThinking Machines Lab
@stretchcloud on X
The AI lab valuation compression is happening.Thinking Machines Lab is in talks to raise $1 billion at a $40 billion pre-money valuation, according to The Information. That's down from $50 billion they explored late last year. Mira Murati founded the lab after leaving OpenAI. They've released one model: Inkling, in July 2026.The compression signal matters. Twelve months ago, a fresh frontier lab started by someone who ran OpenAI could reasonably command $50B+ on pre-product. The market is repricing. What changed: GPT-6 Astra launched today and saturated most existing benchmarks. xAI sits at…
4:43 PM ET
SASamsung
4:43 PM ETSASamsung
@MelvinInvests on X
Samsung is the most underrated AI memory stock in the market right now, and let me explain why (Save this). This chart shows global HBM market share by revenue from Q2 2025 through Q2 2026. Samsung gained 12 percentage points in a single quarter, rising from 21% to 33%, while SK hynix fell from 58% to 50% and that compressed the gap between them from 37 points to 17 points in just three months. The driver is the transition from HBM3E to HBM4 because Counterpoint notes that most HBM revenue today still comes from HBM3E, but HBM4 volumes should become far more visible in the second half of 2026…
3:30 PM ET
@SemiAnalysis_
3:30 PM ET@SemiAnalysis_
@SemiAnalysis_ on X
Shoutout to the cracked team at @vllm_project that implemented recent agentic workload optimizations. (1/5)🧵 https://t.co/BsXCtLBwvU
3:24 PM ET
Nvidia
$NVDA
3:24 PM ETNvidia
@NVIDIARobotics on X
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 frameworks for physical AI, simulation and the future of industrial AI. Listen 🎧 https://t.co/SnOAYIcyfa
3:16 PM ET
@pstAsiatech
3:16 PM ET@pstAsiatech
@pstAsiatech on X
CAC: The field of AI currently faces five main security risks and challenges. The AI industry chain presents a highly globalized division of labor and cooperation pattern, but some countries pursue "technological hegemony," creating supply chain barriers through unilateral measures such as export controls. https://t.co/pc47BlPeD0
3:03 PM ET
ASAstribot
3:03 PM ETASAstribot
@XRoboHub on X
Robots can’t stop while the model thinks. In a high-speed throw, even one pause can kill the momentum. Astribot released SmoothRL for online RL during async inference. S1 keeps moving as the model computes the next action chunk. Most actions in a chunk never execute. Train on the full chunk, and RL credits or blames moves that never happened. SmoothRL learns only from executed actions, matching real deployment timing. After 250 rollouts, tossing jumped 39%→94%, pen capping 8%→83%, and box opening 30%→90%. One autonomous toss cut acceleration RMS by 52% and jerk RMS by 47%. The model keeps…
2:37 PM ET
Nvidia
$NVDA
2:37 PM ETNvidia
@NVIDIARobotics on X
🤖💚 https://t.co/AjKvGIEtjj
2:25 PM ET
VEVercel
2:25 PM ETVEVercel
@stretchcloud on X
One command now routes Claude Code, Cursor, Codex, Cline, and four other coding harnesses through a single AI Gateway. That is what Vercel's setup flow does: run `vercel ai-gateway coding-agents setup`, it detects which agents you have installed, writes their configuration, and provisions an API key. No markup added on top. 300-plus models from 30-plus providers, behind one endpoint. The practical gain is real. When Anthropic, OpenAI, and SpaceXAI all hit outages in the same window this week, a gateway with automatic fallbacks made the difference between an agent that stalled and one that…
1:44 PM ET
@MilkRoadAI
1:44 PM ET@MilkRoadAI
@MilkRoadAI on X
The AI bull run is just getting started and here is how you want to position before the biggest spending wave (Save this). The chart shows hyperscaler capital spending rising from $491 billion in 2025 to an estimated $950 billion in 2026 and $1.4 trillion in 2027 and by 2030, spending could reach approximately $3 trillion. The right side of the chart is especially important because analysts have continued raising their estimates. The 2026 forecast increased from $731 billion to $950 billion, while the 2027 estimate rose from $833 billion to $1.4 trillion which suggests the AI infrastructure…
1:43 PM ET
@rimtoln
1:43 PM ET@rimtoln
@rimtoln on X
EVERYONE SHOWS THE 300-AGENT SWARM. almost nobody shows what happens after 300 agents are easy to spawn turning 300 outputs into one structure is the hard part ▹ the pipeline nobody demos collect → connect → organize → unify one context graph at the end the swarm starts as hundreds of isolated research paths then sources start sharing entities links form · contradictions surface weak claims stay exposed eventually the mess collapses into one structure the whole system can reason over ▹ the reframe that's the part you usually never see the swarm is the demo the graph is the product bookmark…
1:33 PM ET
Nvidia
$NVDA
1:33 PM ETNvidia
@CKCapitalxx on X
$SPCX at $110 was such a good buy looking back. The reason was literally one sentence from the earnings call. Musk said they'd end 2026 with over 2 gigawatts of compute and reach 10 gigawatts by the end of 2027. Built exclusively with Nvidia chips. Ten gigawatts. Most of the neocloud names people obsess over are fighting to get to one. And the stock was sitting at $110 because everyone was focused on the lockup, the Starship timeline, and Morgan Stanley pointing out that at those prices the market was assigning zero or negative value to the entire AI business. That was the setup. A trillion…
1:32 PM ET
ZIZite
1:32 PM ETZIZite
@stretchcloud on X
The gap between "AI can help you build this" and "AI can actually deploy this for you" just got smaller. Zite released an MCP server that lets Claude, ChatGPT, and Cursor generate fully deployable business applications, not just code files you still have to wire up yourself. The model describes the app, Zite handles the infrastructure and deployment. This is a different category from code generation. Code generation gives you an artifact you own and maintain. Deployment-as-a-tool gives you a running application where the lifecycle management is abstracted away. The distinction matters for the…
1:14 PM ET
Nvidia
$NVDA
1:14 PM ETNvidia
@tchsignal on X
Nvidia RTX Spark N1X Brings Up to 128GB of Unified Memory to Windows PCs Nvidia's RTX Spark N1X is more than another increase in CPU and GPU core counts. The new platform combines a Grace CPU, Blackwell RTX GPU and unified memory in Windows 11 laptops and small desktops. The higher-end configuration pairs 20 CPU cores with 6,144 CUDA cores and supports up to 128GB of LPDDR5X unified memory. A second configuration combines 18 CPU cores with 5,120 CUDA cores and supports up to 64GB according to Nvidia's current specifications. Laptop versions operate within a 45–80W TDP range, while Nvidia…
1:12 PM ET
Nvidia
$NVDA
1:12 PM ETNvidia
@chris_j_paxton on X
Nvidia is a fabless hardware company with no in house manufacturing, and its hard to argue with results. Vertical integration most important imo when fast iteration is important (ie no one knows how to build the right humanoid) or for relentless cost optimizing as per tesla https://t.co/bOI8GzmWBK
1:04 PM ET
Nvidia
$NVDA
1:04 PM ETNvidia
@tchsignal on X
Nvidia PAIR Turns Multiple Computers Into a Local AI Compute Pool Nvidia has launched the beta of Personal AI Router, or PAIR, a free software tool designed to make multiple compatible computers on the same local network available for AI inference through a single endpoint. PAIR can route independent requests to available machines based on factors including model availability and GPU utilization. It supports local inference backends including Ollama and LM Studio, with compatible hardware spanning GeForce RTX 20 Series and newer GPUs, RTX PRO systems, DGX Spark and Apple M4 or newer devices.…
12:47 PM ET
Figure
12:47 PM ETFigure
@TheHumanoidHub on X
Training general-purpose humanoids will need unprecedented compute capacity, and Figure is stacking the chips. Figure, with cloud partner Nscale, is deploying up to 100,000 NVIDIA Vera Rubin GPUs. It's committing $3.5 billion initially, with plans to scale to $6+ billion. Deployment starts in the second half of 2027, at a data center in Barstow, Texas. https://t.co/e5kGL4HCxp
12:36 PM ET
Nvidia
$NVDA
12:36 PM ETNvidia
@tchsignal on X
Nvidia’s $12.9B Hugging Face Deal Raises a Bigger Question About Open AI Nvidia has agreed to acquire Hugging Face in a deal valued at about $12.93 billion, but the transaction has not closed yet. It is expected to complete in the first half of 2027, subject to regulatory approvals and other closing conditions. The bigger issue is what Nvidia ownership could mean for an AI platform used by more than 18 million developers, researchers and creators, with over 3 million models, 500,000 datasets and 1 million applications. Nvidia says Hugging Face will remain an open platform. Developers will not…
12:25 PM ET
@MelvinInvests
12:25 PM ET@MelvinInvests
@MelvinInvests on X
AI’s biggest bottleneck is moving data and that could still create huge opportunities for optical networking companies (Save this) The chart shows a 1.6T optical transceiver, a device that transfers data between AI servers, switches, GPUs, and fiber optic networks. 1.6T means it can theoretically move up to 1.6 terabits of data per second, or 1,600 gigabits and that is about twice the speed of an 800G connection. This technology is important because AI data centers contain thousands of GPUs that must constantly exchange information. As AI models become larger, slow connections can leave…
11:31 AM ET
Figure
11:31 AM ETFigure
@VaderResearch on X
Robotic intelligence is following the LLM playbook. First came scaling laws. Then in-context learning. Now, massive compute. Figure just signed a $3.5B deal with Nscale. https://t.co/t3urkZULIi
11:31 AM ET
Figure
11:31 AM ETFigure
@humanoidsdaily on X
Figure is making one of the largest infrastructure bets in physical AI to date. The company is partnering with Nscale to deploy up to 100,000 GPUs on NVIDIA's next-gen Vera Rubin platform—starting with a $3.5B compute commitment and plans to scale past $6B. Here’s why it matters 🧵👇 https://t.co/T3vkcqLwUh
11:30 AM ET
OPOpenAI
11:30 AM ETOPOpenAI
@SemiAnalysis_ on X
Everyone is watching the federal/DOE-owned land at the center of the 8 GW Portsmouth site in the OpenAI–Nvidia deal. The March 2026 groundbreaking took place at the DOE’s Portsmouth Site, a former uranium-enrichment plant, and that’s where the attention has stayed. The federal component is real: the first batch of land leased in April is specifically designated for datacenter construction. (1/5)🧵
11:22 AM ET
Agility Robotics
11:22 AM ETAgility Robotics
@CrossedOffCap on X
When businesses like $CCXI / @agilityrobotics and @Figure_robot are in their early commercialization phase, looking at their strategic backers are is a helpful way to gauge their chances of long term success. While both of these businesses are backed by $NVDA, the question becomes who does NVIDIA like more? I talk about this in my new Deep Dive into Agility's investors: https://t.co/v0fNtjaUoO While its easy to see that Nvidia has invested more money into Figure and come to the conclusion that they have a higher conviction level in Figure over Agility. That may be the case. Another reason…
10:45 AM ET
NVIDIA
$NVDA
10:45 AM ETNVIDIA
@stretchcloud on X
$12.9B is not a model acquisition. It is a distribution acquisition.NVIDIA just locked in the largest AI developer community on the planet: 18M developers, 3M models, 500K datasets, 1M apps. Jensen's team is not buying Hugging Face for what it does today. They are buying the channel through which every future model will move.Hardware companies do not buy software companies to improve their margins. They do it to eliminate the surface area where the next bottleneck forms. This is the same logic behind Intel buying McAfee and Qualcomm buying NXP. Except the AI compute market is growing faster…
10:30 AM ET
@IEEESpectrum
10:30 AM ET@IEEESpectrum
@IEEESpectrum on X
Someday you might be able to tell your car, “I’m late. Drive faster,” and have it listen. Engineers have created a system that uses natural language inputs to adjust parameters of #self-driving cars, while ensuring the vehicle is still within safe limits. https://t.co/1wGAw0jReg https://t.co/gEflDIQTbx
9:11 AM ET
Figure
9:11 AM ETFigure
@HumanoidInvest on X
Figure is partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform 🤖 https://t.co/olf90xgNKb
9:10 AM ET
Nvidia
$NVDA
9:10 AM ETNvidia
@CKCapitalxx on X
$NVDA just officially agreed to acquire Hugging Face for $12.93 billion. Hugging Face is where open source AI lives. Over 18 million developers, 3 million models, 500,000 datasets, and 200,000 companies using it to discover, test and deploy AI. Every open weight release lands there first. The detail most people will miss is that Nvidia was already the largest contributor to the platform. Over 500 models and 250 open datasets released there. They've been building inside this ecosystem for years, and now they own it. Here's what it opens up. >Distribution. Nvidia owns the compute. Hugging Face…
9:09 AM ET
Figure
9:09 AM ETFigure
@adcock_brett on X
Today, Figure is partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform We're committing $3.5 billion initially, with plans to scale beyond $6 billion To ship a robot into every home, we need a massive amount of compute https://t.co/lQghyQ4fZN
9:09 AM ET
NSNscale
9:09 AM ETNSNscale
@Figure_robot on X
Today, we’re partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform We're committing $3.5 billion initially, with plans to scale beyond $6 billion Bringing a robot into every home demands compute at an unprecedented scale https://t.co/2MsCfuAqiz
8:54 AM ET
NVIDIA
$NVDA
8:54 AM ETNVIDIA
@BitsWattsDesk on X
12 Japanese segments inside the same AI bottleneck. The best one earns a 53.9% operating margin. The worst loses 4.0%. NVIDIA said the whole chain was running flat out and would not rank it. Its suppliers had already filed the ranking. https://t.co/xMjT28qSBU
8:48 AM ET
MIMiniMax
8:48 AM ETMIMiniMax
@stretchcloud on X
Video generation just crossed a threshold I didn't expect until 2027. https://t.co/wgZmOqI59X took MiniMax's H3 model, post-trained it for quality and cost, then ran it through a custom inference engine. The result: a 5-second 768p clip renders in about 3 seconds. Faster than real-time. You finish reading the prompt before the video finishes generating. The inference numbers matter because they change the workflow. When generation takes 60+ seconds, you commit to a prompt and wait. When it takes 3 seconds, you iterate. Sketch, reject, sketch again. That shift is what moves video from…
8:46 AM ET
@smsehy
8:46 AM ET@smsehy
@smsehy on X
An autonomous vehicle generates 1 to 2 TB of sensor data per hour. Streaming that to the cloud for inference costs more than the compute hardware in the vehicle. The economics of edge AI in automotive were settled before the debate started.
8:28 AM ET
Nvidia
$NVDA
8:28 AM ETNvidia
@Biti8888 on X
🚨 BREAKING: @nvidia has officially confirmed the acquisition of @huggingface Jensen Huang said open models strengthen safety and cybersecurity, accelerate innovation, and let every developer, startup, and country build AI on their own terms. He thanked Hugging Face CEO @ClementDelangue for the trust - NVIDIA will be a great home for the platform and its community. 🤗 Deal size: ~$11.9B, closing expected in 2027. PS picture is not real😁
8:22 AM ET
NVIDIA
$NVDA
8:22 AM ETNVIDIA
@techniahqrobot on X
People saw the NVIDIA and Hugging Face acquisition news and immediately focused on foundation models, GPUs and the broader AI industry. But one of the biggest consequences could be in Physical AI and humanoid robotics. NVIDIA already controls a major part of the robotics stack with GR00T, Cosmos, Isaac Sim, Isaac Lab, Jetson Thor, CUDA and TensorRT. Hugging Face adds another critical layer with LeRobot, open robotics datasets, pretrained policies, VLA tooling, model distribution and Pollen Robotics with Reachy 2. Bring those pieces closer together and the robotics workflow becomes much more…
8:08 AM ET
Nvidia
$NVDA
8:08 AM ETNvidia
@ricci_nov on X
Per TechPowerUp, Nvidia's Rubin CPX has been reworked to use HBM4 rather than GDDR7; not confirmed by Nvidia. If it holds, a part specified around graphics memory now competes for the same HBM supply as everything else in the rack. https://t.co/LjEYfYrfKm
7:55 AM ET
Nvidia
$NVDA
7:55 AM ETNvidia
@CrossedOffCap on X
It’s also important to note that Nvidia has invested in several other humanoid companies such as @Figure_robot and @NEURARobotics. They’ve invested more money and in more series into Figure. If Figure and their method of navigating the world takes off, Nvidia stands to make more money. It’s more compute/ GPU heavy versus @agilityrobotics’s digits which focuses on the mechanical design to stay up right and balanced. The interesting thing with Nvidia is that they’ve used Digit several times as a launch partner over Figure, most notably with Halos. This has given Agility their touted competitive…
7:52 AM ET
NVIDIA
$NVDA
7:52 AM ETNVIDIA
@ParadisLabs on X
NVIDIA and Broadcom will become "safe haven" stocks if inflation goes up. Hedge funds would probably rotate into $NVDA and $AVGO in size if this mechanism manifests: Higher inflation -> higher rates -> bonds fall. PMs will need to find a new hiding place within equities (cos bonds will be selling-off). They'll then ask: whose earnings are least connected to what's going wrong? I think that'll be $NVDA and $AVGO ... They've got the most stable/visible earnings growth driven by hyperscaler capex - and there's little risk of capex slowing thanks to hyperscalers' cloud backlogs being at enormous…
7:05 AM ET
@stretchcloud
7:05 AM ET@stretchcloud
@stretchcloud on X
The pricing change in Claude Fable 5.1 is more interesting than the benchmark headlines. Cache reads drop 75%. Input pricing stays at $10/M, output at $50/M. For production agentic systems that rely on caching, the cost profile just changed significantly. The evals back it up: CursorBench 73.4%, Terminal-Bench 55.8%. Strong numbers. But cheaper cache hits is what drives real production adoption. If you are building with Claude, check your caching strategy today. https://t.co/bGt2HCFBZz
6:42 AM ET
HRHorizon Robotics
6:42 AM ETHRHorizon Robotics
@tphuang on X
Horizon Robotics has hit 15m in chip delivery. It has a 31.94% mkt share in China's auto ADA chip mkt in the 1st 6 months of the yr. Its J6M chip recently started fielding on various models as the 128 TOPS is enough for most HNOA config. 40+ brands use Horizon chips & 8m+ drivers
5:17 AM ET
@smsehy
5:17 AM ET@smsehy
@smsehy on X
Pre-integrating certified microkernels with middleware platforms accelerates SDV programs, helping OEMs isolate safety-critical vehicle control functions from high-level cockpit software on consolidated compute nodes. https://t.co/Qg1aRhcQFN
5:17 AM ET
@smsehy
5:17 AM ET@smsehy
@smsehy on X
Enterprise customers deploying autonomous physical fleets cannot rely on centralized multi-tenant cloud APIs. Full operational sovereignty requires edge inference execution completely decoupled from public network connectivity. https://t.co/YJl2DcWQOa
5:15 AM ET
@smsehy
5:15 AM ET@smsehy
@smsehy on X
Automotive-grade high-bandwidth memory and LPDDR5X represent a growing percentage of central compute bill of materials, making on-chip cache optimization critical for vehicle unit economics. https://t.co/9xa0VSccoN
5:14 AM ET
@smsehy
5:14 AM ET@smsehy
@smsehy on X
FPGAs provide the critical low-latency protocol bridging and deterministic sensor aggregation needed during multi-year OEM transitions from distributed ECUs to central compute hubs. https://t.co/2CgJANqfqc
5:14 AM ET
ARArm
5:14 AM ETARArm
@smsehy on X
Arm Automotive Enhanced IP allows software teams to run identical cloud-native binaries in virtual environments years before target silicon tape-out, significantly reducing hardware bring-up risks. https://t.co/wujp2wGHEo
5:12 AM ET
@smsehy
5:12 AM ET@smsehy
@smsehy on X
Zonal compute consolidation shifts architectural leverage to silicon providers offering pre-certified safety middleware. Automakers that fail to co-design directly with semiconductor foundries risk losing software roadmap control. https://t.co/hEyaMeZPg8
5:11 AM ET
@smsehy
5:11 AM ET@smsehy
@smsehy on X
Long-term HBM capacity lockups by hyperscalers squeeze memory allocation for automotive and industrial edge compute, forcing embedded systems designers to prioritize aggressive model quantization and on-chip SRAM optimization. https://t.co/vuGgIng4lm
5:11 AM ET
@smsehy
5:11 AM ET@smsehy
@smsehy on X
As automotive architectures shift to centralized zonal compute, OEMs must manage direct relationships across EDA design tools, front-end foundries, and packaging OSATs rather than relying solely on traditional Tier 1 black boxes. https://t.co/cXsgFErsa0
5:09 AM ET
@smsehy
5:09 AM ET@smsehy
@smsehy on X
Heterogeneous compute architectures combining custom ASICs, high-bandwidth memory, and automotive-grade FPGAs prove that Level 4 autonomy requires bespoke silicon co-design to meet sub-twenty-millisecond latency budgets. https://t.co/hIPagLj7ju
5:09 AM ET
@smsehy
5:09 AM ET@smsehy
@smsehy on X
Massive capital expenditure cycles for physical datacenter buildouts, custom silicon procurement, and utility power substations are fundamentally restructuring tech balance sheets into heavy infrastructure credit profiles. https://t.co/AHbjShUpyM
5:09 AM ET
SESB Energy
5:09 AM ETSESB Energy
@smsehy on X
SB Energy, revealing details of how the AI financing structure is working. / Complex energy and compute financing arrangements highlight how access to dedicated gigawatt electrical baseload has become the primary asset determining AI infrastructure scaling velocity. https://t.co/tQR8gwoz8y
5:05 AM ET
@smsehy
5:05 AM ET@smsehy
@smsehy on X
Heavy equipment autonomy shifts the validation barrier from structured highways to unmapped terrain, extreme dust ingress, and continuous 50G shock loads. Ruggedizing edge compute and sensor cleaning systems is where physical AI gets tested. https://t.co/SlLhPtTdT6
5:00 AM ET
@smsehy
5:00 AM ET@smsehy
@smsehy on X
Mandatory V2V communication standards accelerate connected mobility infrastructure, but verifying real-time packet latency and cryptographic message authentication at highway speeds requires robust edge compute architecture. https://t.co/Ac2Up0VR9r
5:00 AM ET
@smsehy
5:00 AM ET@smsehy
@smsehy on X
Co-packaged optics and silicon photonics solve the physical thermal wall of high-speed copper interconnects, enabling low-latency data movement across massive distributed compute clusters without unsustainable electrical line losses. https://t.co/t5ZEAYO25J
4:58 AM ET
@smsehy
4:58 AM ET@smsehy
@smsehy on X
Advanced factory automation and AI compute clusters both converge on dedicated gigawatt baseload power. Modular reactor manufacturing brings the repeatable assembly line economics of automotive to clean energy infrastructure. https://t.co/nbGrjBaIlb
4:57 AM ET
@smsehy
4:57 AM ET@smsehy
@smsehy on X
Centralizing vehicle compute into zonal controllers cuts harness mass, but requires strict hardware virtualization to prevent non-deterministic infotainment applications from stalling ASIL D safety functions on shared silicon. https://t.co/olLU1hE08Q
4:57 AM ET
@smsehy
4:57 AM ET@smsehy
@smsehy on X
Advanced packaging has evolved from a back-end commodity into the primary compute scaling lever. As multi-die chiplets dominate automotive ADAS, OSAT thermal verification and test throughput dictate shipment schedules. https://t.co/PpB2nzUTh0
4:57 AM ET
@smsehy
4:57 AM ET@smsehy
@smsehy on X
Embedding integrated voltage regulators directly into silicon interposers addresses parasitic inductance at extreme current densities, making packaging thermal co-design as critical as front-end lithography. https://t.co/AmdLSmSeBA
4:56 AM ET
@smsehy
4:56 AM ET@smsehy
@smsehy on X
In automotive zonal compute, reserving leading-edge nodes for central AI inference while keeping I/O and power interfaces on mature 28nm silicon is the only viable path to maintain AEC-Q100 thermal reliability and control bill of materials cost. https://t.co/a4PfhQqwNR
4:51 AM ET
Google
$GOOGL
4:51 AM ETGoogle
@tchsignal on X
Gemini 3.8 Flash Puts Google's Rapid AI Release Cycle to the Test Google has released Gemini 3.8 Flash, its third Flash release in six weeks and roughly three weeks after Gemini 3.7 Flash. The new model is generally available with a 1 million-token context window, up to 64,000 output tokens, and low, medium, or high thinking levels. For developers, the important detail is not just Google's rapid release pace. Gemini 3.8 Flash keeps the same introductory per-token pricing as 3.7 Flash: $0.75 per million input tokens and $3.75 per million output tokens through December 31, 2026. But equal token…
4:47 AM ET
RORockchip
4:47 AM ETRORockchip
@seeedstudio on X
🔥🔥NEW Launch: reComputer RK3576 Dev Kit/Module/IO Board is Officially HERE!!!! Level up your edge AI development with Rockchip #RK3576 today! 🎉 🧩🧩Dev Kit / Module / IO Board: https://t.co/xQVIT62cbw Powered by #Rockchip #RK3576 octa-core #CPU + 6 TOPS #NPU, this series delivers reliable, low-latency on-device AI inference without cloud dependency, fully empowering industrial edge intelligence, smart vision, local #LLM/#VLM, and offline speech AI applications. 💻🤖 ✅ Powerful Edge AI Performance -YOLO11 at 77.9FPS (640×640) -DeepSeek/Qwen/Whisper -8K video decoding and 4K@60fps encoding…
4:28 AM ET
OPOpenAI
4:28 AM ETOPOpenAI
@stretchcloud on X
The thing that's underrated about background computer use isn't the 'background' part. It's what happens when you're running more than one agent at a time. Single agent, background mode: manageable. You trust it, you review what it did. Straightforward trust model. Three agents in parallel, each with computer access, each making their own permission requests: now you have a coordination problem nobody has shipped a clean answer to. Which agent controls the mouse? What happens when two request the same file simultaneously? Who approves what, and in what order? OpenAI Codex, Claude Code, and…
4:14 AM ET
@OperationsPLS
4:14 AM ET@OperationsPLS
@OperationsPLS on X
Edge AI + Physical AI is the architecture shift. Moving inference to the robot eliminates cloud latency — critical for real-time manipulation and safety. HBM5 at the edge means robots think at the point of action. https://t.co/Z8PWXWTWjM
3:47 AM ET
@stretchcloud
3:47 AM ET@stretchcloud
@stretchcloud on X
Background computer use is the feature that makes agents genuinely ambient. The agent runs while you work on something else. It clicks, types, opens apps. No babysitting. The next bottleneck is where agent clicks land: websites. Agents doing commerce, research, monitoring, or data work are spending a significant share of their compute just loading, re-reading, and re-extracting from pages they have already visited. The cost pattern I keep seeing: LLM extraction layers that call the model on every page visit. No memory of the selector. No self-healing when the site changes. The model reads the…
2:27 AM ET
ANAnthropic
2:27 AM ETANAnthropic
@stretchcloud on X
The pattern I keep seeing in AI platform battles: don't compete with a startup. Wait. Watch. Then ship the same feature to 100 million users by default. OpenClaw launched as one sentence. An agent that lives on your machine, remembers you, runs on a heartbeat, takes orders over Telegram, and works while you sleep. Anthropic has shipped that sentence. In seven pieces. Starting March 2026. March 17: Dispatch. The agent gets a phone number. You can message it while it runs. March 19: Code Channels. Telegram, Discord, iMessage as first-class transport layers. March 24: Computer use in Cowork. The…
10:14 PM ET
@stretchcloud
10:14 PM ET@stretchcloud
@stretchcloud on X
Sodium v2 introduces a WebMCP layer. Any website can now serve structured data directly to an AI agent without HTML scraping. This is AEO (Agent Engine Optimization) in practice. The web is starting to build for agents, not just browsers. I built DeepScrape to handle exactly this: giving agents reliable, structured access to web data at inference time. https://t.co/JZYTWY8roq https://t.co/oUD6R0G9j7
10:06 PM ET
Unitree
10:06 PM ETUnitree
@ruima on X
Whatever you think of Unitree, you have to agree that at least the founder, Wang Xingxing, is not trying to add to the hype. The day after his IPO, he said that the ChatGPT moment for robotics hasn't come yet, and he thinks it's at least 2 to 3 years away, maybe as many as 5 to 10. He feels like a tipping point for robotics is if you can just use voice commands to tell it what to do and have it complete 80% of household tasks. This kind of reminds me of the physical Turing test @DrJimFan at Nvidia described: if you have a messy room and it comes back clean, and you don't know if a robot or a…
9:12 PM ET
BRBroadcom
9:12 PM ETBRBroadcom
@CKCapitalxx on X
Notes from the $AVGO call. >Revenue of $29.6 billion, up 86%. AI semiconductor revenue of $16.7 billion, up 221% year over year. Operating margin at a record 68%. Free cash flow of $13.7 billion. >Q4 AI revenue guided to $21.7 billion, up 236%. Full year AI at $58 billion. But the part that matters is 2027 and 2028. >Hock said they've secured supply to double AI revenue to roughly $115 billion in fiscal 2027, and demand exceeds that. They have line of sight to double again to $230 billion in 2028, with supply secured for that too. Amie said they don't plan to update that guidance quarterly,…
8:54 PM ET
@stretchcloud
8:54 PM ET@stretchcloud
@stretchcloud on X
Grok 4.6 launched August 12. The numbers that matter for agentic workloads: SWE-bench 95.6%. 53 turns to complete agent tasks on average. Claude Opus 5 takes 103 turns for the same tasks. Grok 4.6 completes them at $0.84 per task. Pricing: $2/$6 per million tokens input/output, doubling above 200K input. 61 on the Artificial Analysis Intelligence Index, tying GPT-5.6 Sol Max on that metric. Efficient token use: 32,449 per task. Elon confirmed Grok 4.7 arrives around September 12. 2.1 trillion parameters, 40% larger than Grok 4.6's 1.5T. The step count differential is what I keep returning to.…
8:34 PM ET
GCGeneral Catalyst
8:34 PM ETGCGeneral Catalyst
@stretchcloud on X
12 PhDs and a Fields Medal winner built this in 4 months, backed by General Catalyst. https://t.co/pyhyV4u6I4 has a protocol that passes hidden states directly from a 753B frontier model to a 4B edge model at inference time. No text exchanged between the models. Neither model is fine-tuned. They come from different model families entirely. The result: 80% as accurate as the frontier model alone, running 20x faster. First place on ARC-AGI. The mechanism is what matters here. Most model compression strategies force a choice between accuracy and cost. You either run the big model and accept high…
8:14 PM ET
MIMiniMax
8:14 PM ETMIMiniMax
@stretchcloud on X
The pattern in AI inference is consistent: the fast-and-cheap version of a frontier model ships 2-4 weeks after the frontier version. H3 Max Turbo confirms this for video generation.H3 Max launched on August 26 at $0.08 per second of 768p output. H3 Max Turbo launches today at $0.01 per second, runs at 2x the speed, and hits the 97th percentile of H3 Max quality on evals. Seven days to a 50% cost reduction and 2x throughput improvement.The mechanism matters: fal built a separate inference engine specifically around MiniMax's H3 open-weights model architecture. They're not running H3 Max…
8:13 PM ET
@ricci_nov
8:13 PM ET@ricci_nov
@ricci_nov on X
HBQ: W4A5 matching W4A16 accuracy, in less silicon area than NVFP4. On a 28nm ASIC it shows 2.3x area and 4.6x energy efficiency over weight-only quantization, and 1.6-3.3x lower system energy than prior block quantization. Inference cost is still a datapath problem. https://t.co/08u6ZPO2mO
7:34 PM ET
PEPerplexity
7:34 PM ETPEPerplexity
@stretchcloud on X
The hybrid compute pattern is getting serious. Perplexity just open-sourced Lily, the local inference engine powering their Mac hybrid compute feature, and the architecture choices are worth understanding.Lily runs Qwen3.6-35B-A3B on Apple silicon using a Rust runtime with custom Metal kernels. The optimization split is separate paths for prefill and decode. That matters because the bottleneck on local AI models shifts depending on whether you're processing a long input or generating output tokens. Lily tunes both separately to match what the hardware can actually do.The use case is cleaner…
7:32 PM ET
WAWaymo
7:32 PM ETWAWaymo
@smsehy on X
Waymo designed its own inference ASIC rather than using off-the-shelf GPUs. The thermal envelope inside a vehicle roof module does not allow a 300W GPU. Automotive compute is a packaging and thermal problem first, a silicon problem second. AEC-Q100 qualification on a custom ASIC takes years, but the power budget forces the decision.
6:28 PM ET
@ruima
6:28 PM ET@ruima
@ruima on X
One underappreciated change in China: nearly 40% of new cars sold in H1 2026 came with L2+ or L2++ driving assistance. Roughly speaking, L2+ is like highway-focused FSD: highway navigation, lane changes, ramps. L2++ is closer to today’s FSD (Supervised), extending that capability into city streets. The really striking part: in China these features are increasingly bundled into the car, often with no subscription. In the US, FSD is $99/month, BlueCruise $50/month and Super Cruise $40/month after the included period. China is turning something Americans still largely treat as premium software…
6:03 PM ET
OPOpenAI
6:03 PM ETOPOpenAI
@MilkRoadAI on X
Sam Altman says AI usage could grow from 100,000 tokens per month in 2020 to hundreds of billions today, creating enormous demand for the companies powering the AI economy (Save this). That would represent roughly a million fold increase in six and a half years. Tokens are a way to measure how much information an AI model processes, so this growth shows that AI is moving from occasional chatbot questions to continuous use for coding, research, customer service, and business automation. OpenAI has reportedly seen its heaviest users consume around 100 billion tokens per month. Some extreme…
6:00 PM ET
NVIDIA
$NVDA
6:00 PM ETNVIDIA
@NVIDIARobotics on X
Robots are ready to take on complex environments. 🌍 See how AI, simulation, and accelerated computing are redefining what’s possible in robotics at #NVIDIAGTC Berlin. View sessions 👉 https://t.co/KuuYG9io52 https://t.co/fPOZUrWjyr
5:47 PM ET
WLWorld Labs
5:47 PM ETWLWorld Labs
@a16z on X
World Labs co-founder Justin Johnson on how five photos from your phone could teach a robot to work in a room it has never seen: "I think there's a couple different tech trees that people are working on. One is this notion of fully in-context learning. Maybe I've got a robotics foundation model, then I can demonstrate to the robot once how a task should be performed, and that's enough for the robot to figure out that task." "Another version is what we're calling real-to-sim-to-real. Maybe I've got my pre-trained robotics foundation model, but I want to adapt it to this particular…
5:20 PM ET
SCStretch Cloud
5:20 PM ETSCStretch Cloud
@stretchcloud on X
Edward Luo built this himself: an app that runs Claude Code, Codex, Cursor, Grok, Antigravity, OpenCode, and Pi side by side in the Mac notch. Agent finishes, notch pops. Needs approval, notch pops. One click back to that session. The pattern I keep noticing: developers want to compare coding agents on the same task. Nobody ships the full thing, so people build it themselves. What is missing from the custom build: permission voting across agents so one can block the others. Session replay for debugging. Git worktree isolation so agents do not step on each other. A shared semantic memory…
5:01 PM ET
@SemiAnalysis_
5:01 PM ET@SemiAnalysis_
@SemiAnalysis_ on X
As the industry moves towards Co-Packaged and Near-Packaged Optics, the fiber attach is forced to land on the PIC itself. Fiber coupling is a very precise endeavor, with micron level precision requirements. An edge coupler wants the fiber core roughly within half a micron of the waveguide otherwise this leads to unwanted coupling losses which are unaffordable for high bandwidth throughput. This precision is brought usually with active alignment where each fiber is positioned at sub-micron accuracy (usually through signal peak calculations) and then glued down. This is however a serial process…
5:00 PM ET
ALAlibaba
5:00 PM ETALAlibaba
@stretchcloud on X
The AI assistant category is being replaced. QwenWork landed in public beta globally this week. Alibaba's move is to make the next product category a single subscription that puts an AI agent in control of your browser, your desktop, and your files. Not a chat assistant. An agent platform. The platform merges three Alibaba products into one: QoderWork for code, MuleRun for automation, and Wukong for browser agents. Describe a task in natural language. The agent navigates websites, operates your local computer, and executes multi-step processes without you switching tools. It ships multimodal…
4:47 PM ET
@ricci_nov
4:47 PM ET@ricci_nov
@ricci_nov on X
SinkPruner drops 89% of visual tokens in multimodal models with no training, keeping 96.5% of LLaVA-1.5's performance and 91.8% of Qwen2.5-VL's. The tokens it cuts are high-norm outliers earlier methods kept. Most visual context is paid for, not used. https://t.co/VIlBbkCqYU
4:40 PM ET
@stretchcloud
4:40 PM ET@stretchcloud
@stretchcloud on X
Firecrawl's bet: the next billion users are agents. Their exact framing when they launched agent signups: "We're betting on the next 1B+ users being agents." Ask your agent to add Firecrawl, claim an API key, pull web data in seconds. The signal is correct. Agents need structured web data, not links and snippets. Web search gives pointers. What agents actually need is reliable extraction from specific pages at scale. The problem the whole category has not solved is cost. Re-reading a page with an LLM on every pass to extract data burns tokens fast. When a page changes, you re-read. When you…
4:33 PM ET
MOMostik
4:33 PM ETMOMostik
@Scobleizer on X
You have been paying a giant model to think and then to write. That second part is the expensive one. Mostik splits it. The giant model reads your problem. A small one on your own computer writes the answer. They share the thinking, not the words. 80% as good. 20 times faster. https://t.co/AD0GdYmAUg @mostik_ai @aimalysheva
4:28 PM ET
OPOpenAI
4:28 PM ETOPOpenAI
@humanoidsdaily on X
OpenAI isn’t just building the brains for robotics anymore. It’s officially building the bodies. On the Sources podcast, Sam Altman confirmed that OpenAI “will definitely do a humanoid,” putting an end to speculation over whether its in-house hardware division would stick strictly to specialized data center machines. His rationale? "The world is very much designed for people." From opening doors and typing on keyboards to driving machinery, operating in human spaces demands human-like kinematics. The confirmation follows a dramatic few months in the robotics ecosystem: • From Sim to…
4:20 PM ET
Google
$GOOGL
4:20 PM ETGoogle
@stretchcloud on X
The model tier split just happened. Gemini 3.8 Flash and Gemini 3.8 Flash Cyber launched today. Same day, completely different access regimes. The public Flash model is on the Gemini API at $0.75 per million input tokens. It scores 73.7% on DeepSWE 1.1, leads Harvey's Legal Agent Benchmark, and is the third updated Flash in 6 weeks. Gemini 3.8 Flash Cyber is not on the public API at all. Access is through Google's Fairwind Program, restricted to government agencies, critical infrastructure operators, and software maintainers. The capability gap is not marginal. Google's Chrome Security team…
4:00 PM ET
@stretchcloud
4:00 PM ET@stretchcloud
@stretchcloud on X
The flash tier just got meaningfully better. Gemini 3.8 Flash lands today at the same price as 3.7 Flash: $0.75 per million input tokens, $3.75 per million output tokens. But with significant gains on software engineering, agentic tasks, and multi-step reasoning in specialized domains. The pricing point matters as much as the capability jump. A model that's demonstrably better at code and reasoning while staying at workhorse pricing changes the calculation for production deployments. You don't have to choose between "good enough for the volume" and "capable enough for the task." The phrase…
3:36 PM ET
Meta
3:36 PM ETMeta
@TheRundownAI on X
The heavy week of AI releases continues with Meta and Muse Spark 1.3. Big jumps across the board over 1.2, with Mark Zuckerberg calling it "frontier performance almost too cheap to meter." https://t.co/uSrU3L5P6O
3:09 PM ET
CACaterpillar
3:09 PM ETCACaterpillar
Caterpillar | Caterpillar and FieldAI Advance AI-Powered Industrial Innovation
- News - Corporate Press Releases - Corporate Press Release Archive - Caterpillar and FieldAI Advance AI-Powered Industrial Innovation Caterpillar and FieldAI Advance AI-Powered Industrial Innovation Leveraging robotics, digital twins and NVIDIA technologies, the collaboration helps create safer, smarter and more productive operations IRVING, Texas, Sept. 2, 2026 – As industries face growing labor shortages and increasing productivity demands, Caterpillar Inc. (NYSE: CAT) is collaborating with FieldAI to advance physical AI, autonomy and robotics that help jobsites and factories operate safer…
3:00 PM ET
WLWorld Labs
3:00 PM ETWLWorld Labs
@stretchcloud on X
Something shifted with the World Labs Atlas announcement. We've had image generators, video generators, and 3D tools for years. Atlas does all three from a single model with the same spatial understanding. The technical description: a multimodal autoregressive diffusion transformer, pre-trained from scratch on image, video, 3D, and camera movement jointly. Not a video model with 3D features bolted on. One model, one spatial representation. What it can do: pixel-perfect camera control on generated frames up to 1440p. Video up to 60 seconds. Input a scene or image, move the camera in any…
3:00 PM ET
NVIDIA
$NVDA
3:00 PM ETNVIDIA
NVIDIA at ROSCon 2026 | Toronto, Canada
Join NVIDIA at ROSCon 2026 September 22–24, 2026 Toronto, Canada at the Sheraton Centre Toronto Hotel Register Now - Overview - Sessions - FAQs - Solutions - Resources & Community - Next Steps - Overview - Overview - Sessions - FAQs - Solutions - Resources & Community - Next Steps - Overview - Sessions - FAQs - Solutions - Resources & Community - Next Steps Discover What’s Possible With NVIDIA Robotics Join NVIDIA, partners, and customers for three days of workshops, technical talks, tutorials, and demos. Learn from leading robotics developers and get the latest on the NVIDIA Isaac™ and…
2:57 PM ET
@logical_traderr
2:57 PM ET@logical_traderr
@logical_traderr on X
A very good article on OSAT business (Outsourced Semiconductor Assembly and Test) is on the way for you folks. Been working on it, and honestly, I'm quite excited to share it with you all. Hopefully, I'll have it out soon. :)
12:00 PM ET
NVIDIA
$NVDA
12:00 PM ETNVIDIA
@NVIDIARobotics on X
🤖 A robot policy can be compact enough to run onboard and fast enough to keep the arm moving continuously. Post-trained NVIDIA Cosmos 3 Edge on NVIDIA Jetson AGX Thor T5000 generates roughly 2.13 seconds of robot motion in about 1.53 seconds, then replans from fresh camera and robot-state observations. Developers can test the same policy in closed-loop RoboLab simulation across 120 language-conditioned manipulation tasks before evaluating on hardware.
11:54 AM ET
XSX Square Robot
11:54 AM ETXSX Square Robot
@TheHumanoidHub on X
X Square Robot has introduced TwinDEX: a co-designed pair of three-finger, 9-DoF dexterous hands, one wearable for data collection, one matched robot end effector for deployment. The wearable and the robot hand share the same kinematics, geometry, materials, look, and sensors, so human demos map straight to the robot without retargeting. Human data collection improves throughput 5.3x compared to teleoperation, and a policy can be trained with a few hundred episodes without any robot data.
11:26 AM ET
NVIDIA
$NVDA
11:26 AM ETNVIDIA
@MilkRoadAI on X
Sam Altman is saying that OpenAI plans to build a humanoid robot, along with other designs because the world around us was built for humans (Save this). Doors, stairs, computers, tools, kitchens, vehicles, and factory equipment are all designed around the human body, a robot with a similar shape could therefore perform useful tasks without requiring people to redesign the entire world. His bigger vision is that one day, everyone could have a personal robot that handles the jobs they do not want to do like cleaning, carrying things, operating equipment, helping elderly people, or completing…
11:10 AM ET
@OperationsPLS
11:10 AM ET@OperationsPLS
@OperationsPLS on X
The supply chain gap in UxV and robotics components is a structural opportunity that policy alone can't close quickly. Domestic actuator, sensor, and compute supply chains take years to build — the companies solving that layer are the real infrastructure play. @davidcao01
11:01 AM ET
Agility Robotics
11:01 AM ETAgility Robotics
Agility on X: "Every object a different size, weight, and grip. Rearranging a full room's worth of stuff is the same generalized manipulation Digit uses to take on mixed loads and changing layouts on a real warehouse floor.
#Agility #DigitRobot" / X
Post Log in Sign up Post Agility on X: "Every object a different size, weight, and grip. Rearranging a full room's worth of stuff is the same generalized manipulation Digit uses to take on mixed loads and changing layouts on a real warehouse floor. \#Agility \#DigitRobot" - Agility @agilityrobotics Every object a different size, weight, and grip. Rearranging a full room's worth of stuff is the same generalized manipulation Digit uses to take on mixed loads and changing layouts on a real warehouse floor. #Agility #DigitRobot 00:00 View media 11:01 AM · Sep 2, 20261.6KViews 5 2 29 - cyberprince…
10:08 AM ET
David Cao Physical AI Builders
10:08 AM ETDavid Cao Physical AI Builders
Home | Physical AI Signal Newsletter |
Physical AI Builders Newsletter Subscribe TwitterLinkedInFacebookYouTubeDiscord \\ \\ Sep 2, 2026\\ \\ •\\ \\ 3 min read\\ \\ Physical AI Newsletter is one year old, thank you!\\ \\ Now also on Linkedin, X.com\\ \\ \\ \\ David Cao \\ \\ Aug 30, 2026\\ \\ •\\ \\ 2 min read\\ \\ Behind A16z's $1.1B Hardware Shift - Silicon Valley Went Physical - From Robot Brain to Infrastructure \\ \\ Fifteen years after "software is eating the world," Marc Andreessen's own firm just admitted atoms are eating software's margins. \\ \\ \\ \\ David Cao \\ \\ Aug 26, 2026\\ \\ •\\ \\ 7 min read\\ \\ How to Build…
9:54 AM ET
@techniahqrobot
9:54 AM ET@techniahqrobot
@techniahqrobot on X
@TheAIShrink The same training approach could work across very different robots, which makes the software easier to reuse while the hardware stays expensive. That gap could put serious pressure on margins.
9:43 AM ET
NVIDIA
$NVDA
9:43 AM ETNVIDIA
@techniahqrobot on X
We’re cooked if robots can start learning from bodies they don’t even have. NVIDIA Brown Columbia and Harvard researchers released Hydra-0, a world model that represents robot actions as pixel motion. It was trained on about 2,202 hours of multi-embodiment video spanning human hands, handheld grippers, single-arm robots and bimanual systems. Instead of tying an action to one specific robot body, Hydra-0 predicts how objects should move in the image. The team also tested it on a real 14-DoF YAM robot, which bent a flexible pipe from a desired object motion. This is still a controlled…
9:20 AM ET
CACaterpillar
9:20 AM ETCACaterpillar
Wall St Engine on X: "CATERPILLAR PARTNERS WITH FIELDAI ON PHYSICAL AI
$CAT is working with FieldAI to bring AI-powered autonomy and robotics into jobsites and factories, using Caterpillar’s operational data, FieldAI’s robot foundation models and NVIDIA technologies.
Early applications include au… / X
Post Log in Sign up Post Wall St Engine on X: "CATERPILLAR PARTNERS WITH FIELDAI ON PHYSICAL AI $CAT is working with FieldAI to bring AI-powered autonomy and robotics into jobsites and factories, using Caterpillar’s operational data, FieldAI’s robot foundation models and NVIDIA technologies. Early applications include autonomous inspections, real-time digital twins, risk detection and AI-driven optimization of equipment and facility operations." - Wall St Engine @wallstengine CATERPILLAR PARTNERS WITH FIELDAI ON PHYSICAL AI $CAT is working with FieldAI to bring AI-powered autonomy and…
9:00 AM ET
@RoboPapers
9:00 AM ET@RoboPapers
@RoboPapers on X
Embodied AI is exploding, and it’s been amazing to learn about it with you all. We have now recorded over a hundred discussions with the best researchers in the world on embodied artificial intelligence and robotics, covering topics like scaling robot learning, humanoid whole body control, tactile sensors, sim-to-real, and so much more. For our hundredth episode, we brought on our newest co-host, @ruijie_sg, to ask us what we’ve seen and learned in the first hundred episodes. Which were our most-watched episodes? Which institution shows up the most? Who was our most frequent guest? What did…
8:33 AM ET
Figure
8:33 AM ETFigure
@SparXPodcast on X
Will a billion humanoid robots be ready by 2030? No, and the arithmetic is not close. The world shipped about 13,000 humanoid robots in 2025, roughly 85% of them Chinese. AGIBOT and Unitree did over 5,000 each. Figure and Tesla together managed a few hundred. Morgan Stanley expects China to pass 28,000 units in 2026. Getting from 13,000 to a billion by 2030 means multiplying output roughly 9.5x every year for five straight years without a miss. For scale, the world builds about 90 million cars a year. A billion humanoids by 2030 would mean producing eleven times the entire global car…
8:32 AM ET
Figure
8:32 AM ETFigure
@10xthinker on X
Are humanoids a business story or just hype? - The Beijing robotics conference almost looked like a comedy show — robots stumbling, misidentifying obstacles, and performing like toddlers. - Yet the buzz has helped companies like Unitree reach valuations exceeding 1,200x earnings. At the same time, most robots deployed in China today don’t require general-purpose intelligence. So why are billions being invested? Is it an obsession with the human form factor, or because humanoids can be emotionally resonant? Our world — factories, hospitals, and homes — is built for humans. That creates a…
8:00 AM ET
MSMorgan Stanley
8:00 AM ETMSMorgan Stanley
@smsehy on X
Morgan Stanley estimates building an Optimus Gen 2 costs $45,500 using China's supply chain, versus $131,800 without it. That $86,300 delta is not simply raw neodymium pricing. It reflects fifteen years of continuous capital expenditure across EV assembly lines, rare earth magnet processing plants, and specialized high-precision machine tools. Software and foundation models grab the headlines in robotics. Yet when humanoids transition to volume manufacturing, the physical AI race collides directly with industrial processing capacity at the periodic table.
4:00 AM ET
Unitree Robotics
4:00 AM ETUnitree Robotics
Humanoid Digest: August 2026 | XMAQUINA DAO
Genesis Auction Wave 2! Launches June 24 Get DEUS homeDAO Portal Humanoid Digest: August 2026 Color theme: Another major robotics company reached the public markets as investment and company formation continued across the sector. .png) August 28, 2026 Category: Physical AI Read time: 11 minutes Share This: Unitree became the latest robotics company to go public in August, giving investors another public benchmark for valuing the sector. As more robotics companies mature outside private funding, public markets are beginning to play a larger role in how the industry is financed and valued. The…
4:00 AM ET
Unitree Robotics
4:00 AM ETUnitree Robotics
XMAQUINA on X: "Humanoid Digest: August
Another humanoid company made its public market debut this month, while the World Humanoid Robot Games in Beijing delivered another successful showcase for the industry.
Here’s what happened 🧵" / X
Post Log in Sign up Post XMAQUINA on X: "Humanoid Digest: August Another humanoid company made its public market debut this month, while the World Humanoid Robot Games in Beijing delivered another successful showcase for the industry. Here’s what happened 🧵" - XMAQUINA @xmaquina Humanoid Digest: August Another humanoid company made its public market debut this month, while the World Humanoid Robot Games in Beijing delivered another successful showcase for the industry. Here’s what happened 🧵 View media 4:00 AM · Sep 2, 20262.3KViews 5 8 74 3 - XMAQUINA @xmaquina 9h 1/ Unitree reached the…
3:44 AM ET
ALAlibaba
3:44 AM ETALAlibaba
Chubby♨️ on X: "wtf Qwen 3.8 has been updated to version 0902 and is now almost at the same level as Fable 5 in benchmarks.
The interesting two aspects:
1) For such significant jumps, it seems that you don't even change the version number anymore (no Qwen 3.9), rather the development happens so q… / X
Post Log in Sign up Post Chubby♨️ on X: "wtf Qwen 3.8 has been updated to version 0902 and is now almost at the same level as Fable 5 in benchmarks. The interesting two aspects: 1) For such significant jumps, it seems that you don't even change the version number anymore (no Qwen 3.9), rather the development happens so quickly that an update is simply added 2) it is breathtaking to see how much China is catching up and the gap to US labs is narrowing. Despite still having significantly fewer computers in comparison, models like Qwen are following suit and keeping up. Absurd." - Chubby♨️…
3:26 AM ET
@smsehy
3:26 AM ET@smsehy
@smsehy on X
Digital models scale exponentially by distributing weights across networks, but physical AI scaling remains gated by physical component manufacturing lead times. Sourcing specialized precision cycloidal gearboxes and high-voltage motor drives requires physical plant capital that cannot be accelerated by compute alone.
3:26 AM ET
@smsehy
3:26 AM ET@smsehy
@smsehy on X
Localized low-latency inference on humanoids requires automotive-grade high-bandwidth memory that withstands intense mechanical vibration and thermal cycling. Sizing on-chip memory buffers to prevent bus saturation during continuous high-rate tactile policy execution directly dictates compute bill of materials.
3:21 AM ET
ZIZINOVA
3:21 AM ETZIZINOVA
@XRoboHub on X
TRON 2 was already three robots in one. ZINOVA just gave it a new form: a construction system. LimX’s TRON 2 modular platform supports dual-arm, wheeled-leg and bipedal configurations. For this POC, ZINOVA paired humanoid manipulation with industrial-arm reach, expanding its workspace in multiple directions and at different heights. The new configuration assembles formwork with a nail gun and lumber, then places and ties multilayer rebar. Tool Intelligence lets it grasp, feel and use the tools workers already rely on across a multi-step workflow. TRON 2 isn’t limited to its standard…
11:53 PM ET
Agility Robotics
11:53 PM ETAgility Robotics
@CapitalSqueez on X
$CCXI Agility Robotics is the cleanest public-market proxy for Jensen Huang’s “every industrial company becomes a robotics company” call. While most humanoid names are still selling demo reels, Digit is already on live floors moving totes and tending machines. NVIDIA is not a distant partner here. Agility is an NVentures portfolio company, Digit’s onboard brain is moving onto Jetson / IGX Thor @agilityrobotics @HumanoidInvest @slinkyhammer @SCSQ2022 @valueInIdeas @chris_j_paxton
11:48 PM ET
ARaxis robotics
11:48 PM ETARaxis robotics
Omai Leidi (3/3) on X: "Happy Wednesday frens👋
Everyone is watching the race to build better robots.
I’m starting to think the real race is the data teaching those robots how to act.
I’ve been digging into @axisrobotics, and it changed how I look at the space.
At first glance, AXIS looks like… / X
Post Log in Sign up Post Omai Leidi (3/3) on X: "Happy Wednesday frens👋 Everyone is watching the race to build better robots. I’m starting to think the real race is the data teaching those robots how to act. I’ve been digging into @axisrobotics, and it changed how I look at the space. At first glance, AXIS looks like a platform where you control simulated robots from your browser. That’s only the entry point. The bigger idea is robotic data infrastructure. Robots need experience to become useful. They need to pick things up, move objects, sort items, assemble parts, use tools, and operate in…
10:38 PM ET
Google
$GOOGL
10:38 PM ETGoogle
@OdinsDeposition on X
@dotkrueger They essentially pinpointed their long running targets today with Nvidia and Spacex CEOs both aligned on listing 10x economic gains from robotics. Prior to that 20-30% global economic gain from widespread digital AI.
10:31 PM ET
ZIZiNovaLabs
10:31 PM ETZIZiNovaLabs
LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows.
@ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, includi… / X
Post Log in Sign up Post LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows. @ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, including formwork assembly, multi-layer rebar placement and tying. TRON 2 serves as a modular and extensible embodied robotic platform for multi-tool, multi-step tasks across large workspaces. Its dual arms handle construction tools and materials across different orientations and…
9:13 PM ET
HDHarmonic Drive
9:13 PM ETHDHarmonic Drive
@BitsWattsDesk on X
Two weeks ago I posted Harmonic Drive's (TSE: 6324) order book by region, after getting an earlier claim about it wrong. China was the only region where orders fell. The company has now put a five-year plan beside it. AI and humanoid revenue goes from 1.9bn yen to 13.3bn by FY2030. North America 1.4 to 8.4. Japan 0.2 to 4.3. China 0.3 to 0.6. Doubling, inside a plan that sevenfolds. In July, SKF signed a JV with Leaderdrive, a Chinese strain wave gear maker. Regional split is my read of the chart, though it sums to the totals in the text. Japan's jump is off a tiny base. If one quarter of…
8:00 PM ET
NHNorbert Health
8:00 PM ETNHNorbert Health
Norbert Health Raises US$14 Million Series A for Autonomous Robotic Nursing Assistants
Norbert Health, a Brooklyn-based company that turns robotic hardware into autonomous nursing assistants, raised a US$14 million Series A announced September 1, 2026. The round was led by William A. Marino with Cardinal Group, with participation from Exor Seeds and CareIT, and an angel roster that includes Datadog co-founders Alexis Le-Quoc and Olivier Pomel, Noom co-founder and executive chairman Saeju Jeong, and Owkin chief executive Thomas Clozel. The financing brings total capital raised to US$19 million. The company, led by co-founder and chief executive Alexandre Winter, sells a control…
8:00 PM ET
NHNorbert Health
8:00 PM ETNHNorbert Health
Norbert Health Raises US$14 Million Series A for Autonomous Robotic Nursing Assistants
Norbert Health, a Brooklyn-based company that turns robotic hardware into autonomous nursing assistants, raised a US$14 million Series A announced September 1, 2026. The round was led by William A. Marino with Cardinal Group, with participation from Exor Seeds and CareIT, and an angel roster that includes Datadog co-founders Alexis Le-Quoc and Olivier Pomel, Noom co-founder and executive chairman Saeju Jeong, and Owkin chief executive Thomas Clozel. The financing brings total capital raised to US$19 million. The company, led by co-founder and chief executive Alexandre Winter, sells a control…
7:22 PM ET
TITeradyne Inc
7:22 PM ETTITeradyne Inc
Value Investing Edge on X: "8. $TER | Major semiconductor-test and industrial robotics play, owning Universal Robots and MiR while supplying testing equipment critical to AI chips and memory. Q2 2026 revenue reached $1.33B, up 104% YoY." / X
Post Log in Sign up Post Value Investing Edge on X: "8. $TER \| Major semiconductor-test and industrial robotics play, owning Universal Robots and MiR while supplying testing equipment critical to AI chips and memory. Q2 2026 revenue reached $1.33B, up 104% YoY." - Value Investing Edge @StonkValue 16h $NVDA just said Physical AI could be 1,000% bigger than Digital AI. 10 best growth stocks to build a Robotics portfolio: 1\. $UMAC \| Positioned as a domestic supply-chain play for commercial and defense drones. Builds U.S.-made drone components. Q2 2026 revenue reached $16.7M, Show more - \\ \\…
7:00 PM ET
NVIDIA
$NVDA
7:00 PM ETNVIDIA
From Robot Development to Deployment with Isaac GR00T & Jetson Thor - YouTube
From Robot Development to Deployment with Isaac GR00T & Jetson Thor Visibility: Public Uploaded by: NVIDIA Omniverse Uploaded at: 2026-08-27 Published at: 2026-08-26 Length: 1:17:39 Views: 12267 Likes: 131 Category: Science & Technology Description Transcript [music] We're coming in hot. [laughter] This live stream is off the hook. You guys are really going to love this one. As you can see, right next to me, we've got a nice little stage uh camera set up with a nice little uh little robot setup. We're going to go into that a little bit later, but I'm so happy for you to join us. Welcome to…
7:00 PM ET
Nvidia
$NVDA
7:00 PM ETNvidia
Noble Machines Accelerates Humanoid Robot Development 3X | NVIDIA
Manufacturing \| Robotics Noble Machines Accelerates General Purpose Industrial Robot Development With NVIDIA Isaac GR00T Learn More Objective Noble Machines is advancing industrial robot development with the Moby general-purpose industrial robot and its supporting software stack, including a proprietary AI driven whole-body-control system. Moby is designed for complex, hazardous, and labor-intensive work across factories, logistics centers, construction sites, and semiconductor facilities, where operating reliably requires advanced perception, reasoning, adaptation, and physical interaction.…
4:48 PM ET
NVIDIA
$NVDA
4:48 PM ETNVIDIA
Accelerate Computational Engineering and Robotics With NVIDIA Warp | AddEvent
Accelerate Computational Engineering and Robotics With NVIDIA Warp schedule Wednesday, September 2, 1:00pm - 2:00pm (CDT) print Share - Facebook - Twitter - LinkedIn - Google Plus - Whatsapp - VK - StumbleUpon - Reddit - Email Link: south\americaexpand\moreTime shown inCDT -05:00America, Chicago search close Time zone am/pm 24h - (GMT-11:00)Pacific, Midway - (GMT-11:00)Pacific, Niue - (GMT-11:00)Pacific, Pago Pago - (GMT-10:00)Pacific, Honolulu - (GMT-10:00)Pacific, Rarotonga - (GMT-10:00)Pacific, Tahiti - (GMT-09:30)Pacific, Marquesas - (GMT-09:00)America, Adak - (GMT-09:00)Pacific, Gambier…
2:21 PM ET
ANAnthropic
2:21 PM ETANAnthropic
Yuchen Jin on X: "Even if most AI labs are benchmark-maxxing now, Fable 5.1 still looks like an insane jump.
From Anthropic’s blog:
- Found a 1-in-a-million crash Millennium’s team couldn’t explain for 4–5 years
- 2x faster than Opus 5 while using half the tokens
Big if true." / X
Post Log in Sign up Post Yuchen Jin on X: "Even if most AI labs are benchmark-maxxing now, Fable 5.1 still looks like an insane jump. From Anthropic’s blog: \- Found a 1-in-a-million crash Millennium’s team couldn’t explain for 4–5 years \- 2x faster than Opus 5 while using half the tokens Big if true." - Yuchen Jin @Yuchenj\UW Even if most AI labs are benchmark-maxxing now, Fable 5.1 still looks like an insane jump. From Anthropic’s blog: \- Found a 1-in-a-million crash Millennium’s team couldn’t explain for 4–5 years \- 2x faster than Opus 5 while using half the tokens Big if true. View…
2:09 PM ET
NMNoble Machines
2:09 PM ETNMNoble Machines
From Robot Development to Deployment with Isaac GR00T & Jetson Thor - YouTube
Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with your voice Sign in From Robot Development to Deployment with Isaac GR00T & Jetson Thor Tap to unmute 2x From Robot Development to Deployment with Isaac GR00T & Jetson Thor NVIDIA Omniverse 12,267 views Streamed 7d ago Copy link Info Shopping If playback doesn't begin shortly, try restarting your device. • You're signed out Videos you watch may be added to the TV's watch history and influence TV…
2:09 PM ET
Nvidia
$NVDA
2:09 PM ETNvidia
Seeed reBot Arm B601-RS: Physical AI & VLA Model Course | NVIDIA DLI Series
Warehouse China Warehouse US Warehouse Germany Warehouse The store will not work correctly in the case when cookies are disabled. US Warehouse: Enjoy FREE UNIUNI shipping on orders under $50! (Excludes XIAO & Raspberry Pi series) \\ \\ the AI Hardware Partner For Industry Products Local Warehouse Documents Customization Solution Software Support Open Claw Quick Order Account Get more with a SeeedStudio accountclear \\ \\ 1 on 1 Support \\ \\ Local Delivery \\ \\ 30-Day DOA Guarantee \\ \\ 30-Day Returns Sign In Create Account My Orders\\ Track, change, cancel Account Information\\ Update…
1:29 PM ET
Google
$GOOGL
1:29 PM ETGoogle
Google DeepMind on X: "We’re bringing agentic video understanding to our latest Gemini models.
They can now analyze videos with better accuracy while using up to 88% fewer tokens. 🧵" / X
Post Log in Sign up Post Google DeepMind on X: "We’re bringing agentic video understanding to our latest Gemini models. They can now analyze videos with better accuracy while using up to 88% fewer tokens. 🧵" - Google DeepMind @GoogleDeepMind We’re bringing agentic video understanding to our latest Gemini models. They can now analyze videos with better accuracy while using up to 88% fewer tokens. 🧵 View media 1:29 PM · Sep 1, 2026127.2KViews 93 132 1.3K 264 - Google DeepMind @GoogleDeepMind 21h Instead of scanning an entire file, Gemini reasons across the video’s transcript, audio, and…
1:28 PM ET
WLworld-labs
1:28 PM ETWLworld-labs
World Labs on X: "All of this is powered by one unified architecture: a multimodal autoregressive diffusion transformer, pretrained from scratch.
This foundation blends the best of modern LLMs and video models, benefiting from the architectural, algorithmic, and systems advances from both areas." / X
Post Log in Sign up Post World Labs on X: "All of this is powered by one unified architecture: a multimodal autoregressive diffusion transformer, pretrained from scratch. This foundation blends the best of modern LLMs and video models, benefiting from the architectural, algorithmic, and systems advances from both areas." - World Labs @theworldlabs 12h Introducing Atlas: The world's first multimodal world model that generates image and video frames with pixel-perfect camera control and reconstructs them in 3D. Model the world, move the camera, and simulate space & time. 00:00 View media 330…
1:28 PM ET
WLworld-labs
1:28 PM ETWLworld-labs
Atlas: A World Model for Spatial Intelligence | World Labs
September 1, 2026Introducing Atlas, our new omni world model for spatial intelligence. Atlas: A World Model for Spatial Intelligence World models generate, reconstruct, and simulate any possible world. They understand how worlds appear, behave, and evolve so that we can render imagined worlds for creative users, simulate the real world in high fidelity, and help robots plan actions. At World Labs, we build these general purpose world models in pursuit of spatial intelligence. Today we are introducing Atlas, our next-generation world model. Atlas is an omni model that we pretrained from…
12:54 PM ET
Agility
12:54 PM ETAgility
Job Post | Agility
Skip to Content Job Application for Senior Systems Engineer at Agility Robotics Back to jobs Senior Systems Engineer Hybrid- Fremont, CA Apply Agility’s commercially deployed humanoids operate alongside teams in warehouses, manufacturing facilities, and distribution centers—tackling physically demanding and repetitive tasks while enabling workers to focus on higher-value work. With industry-leading safety standards and years of proven deployment data, we're pioneering a new era of automation that enhances human potential. About Agility Robotics Agility Robotics is at the forefront of…
12:53 PM ET
Nvidia
$NVDA
12:53 PM ETNvidia
Polymarket Money on X: "BREAKING: Nvidia declares physical AI could become “10x larger than digital AI” with Jensen Huang predicting every industrial company will become a robotics company." / X
Post Log in Sign up Post Polymarket Money on X: "BREAKING: Nvidia declares physical AI could become “10x larger than digital AI” with Jensen Huang predicting every industrial company will become a robotics company." - Polymarket Money @PolymarketMoney BREAKING: Nvidia declares physical AI could become “10x larger than digital AI” with Jensen Huang predicting every industrial company will become a robotics company. 12:53 PM · Sep 1, 2026200.5KViews 78 283 3.3K 503 - GEODNET @GEODNET 20h Jensen is spot on. But as Physical AI scales 10x, standard digital compute isn't enough. Autonomous robots,…
12:01 PM ET
Andra Keay
12:01 PM ETAndra Keay
Learning about robots from science fiction - by Andra Keay
Robots & Startups Interesting things about robots, robot startups, and the future that's already here. From the epicenter of the robot revolution - Silicon Valley Robotics. By Andra Keay · Over 10,000 subscribers Subscribe By subscribing, you agree Substack's Terms of Use, and acknowledge its Information Collection Notice and Privacy Policy. Not right now thanks “Andra Keay does a lot of work describing how the development of robotics will shape our future. Her weekly posts are detailed and meticulously written.”...” “Andra Keay does a lot of work describing how the development of robotics…
12:00 PM ET
WAwafer
12:00 PM ETWAwafer
wafer on X: "We’re excited to announce that we’ve raised a $40M Series A!
co-led by @MarathonMP and @chemistry, with participation from @Wing_VC, @AMD Ventures, @outsetcap, @fiftyyears, and @ycombinator, and our existing investors doubling down on @wafer_ai. we are also joined by an incredible lis… / X
Post Log in Sign up Post wafer on X: "We’re excited to announce that we’ve raised a $40M Series A! co-led by @MarathonMP and @chemistry, with participation from @Wing\VC, @AMD Ventures, @outsetcap, @fiftyyears, and @ycombinator, and our existing investors doubling down on @wafer\ai. we are also joined by an incredible list of angels, including @JeffDean (CEO, @DiscoLoopAI), @rauchg (CEO, @vercel), @andyfang (CTO, @DoorDash), @kvogt (CEO, Bot), @akothari (COO, @NotionHQ), @eastdakota (CEO, @Cloudflare), @deepgramscott (CEO, @DeepgramAI), and more! Most inference optimization today is manual,…
11:45 AM ET
Tesla
$TSLA
11:45 AM ETTesla
@elonmusk: We’re giving all @Grok @Bot users another free reset on token usage
We’re giving all @Grok @Bot users another free reset on token usage
https://x.com/elonmusk/status/2094813795742847123[[1]](https://x.com/elonmusk/status/2094813795742847123)
𝕏 is where almost all AI discourse takes place
https://x.com/elonmusk/status/2094805312649764952[[2]](https://x.com/elonmusk/status/2094805312649764952)
11:12 AM ET
Tesla
$TSLA
11:12 AM ETTesla
@MilkRoadAI on X
Elon Musk thinks humanoid robots could become a bigger industry than almost anyone expects (Save this). @elonmusk said the usefulness of a humanoid robot depends on three factors, the quality of its artificial intelligence software, the performance of its onboard chip and the dexterity of its mechanical systems, especially its hands. Because all three areas are improving rapidly, even small advances could multiply together and make robots significantly more capable over time. Musk also believes robots could eventually help manufacture more robots, creating a self reinforcing production cycle…
11:11 AM ET
Tesla
$TSLA
11:11 AM ETTesla
@elonmusk: We’re giving all @Grok @Bot users another free reset on token usage
We’re giving all @Grok @Bot users another free reset on token usage
https://x.com/elonmusk/status/2094813795742847123[[1]](https://x.com/elonmusk/status/2094813795742847123)
𝕏 is where almost all AI discourse takes place
https://x.com/elonmusk/status/2094805312649764952[[2]](https://x.com/elonmusk/status/2094805312649764952)
11:09 AM ET
@OperationsPLS
11:09 AM ET@OperationsPLS
@OperationsPLS on X
The get-up is the right metric. Recovery from falls under contact stress reveals actuator limits and balance policy robustness in ways clean demos never expose. China building a sport format around this is genuinely useful stress-testing. @0_x_Bender
10:01 AM ET
FAFanuc
10:01 AM ETFAFanuc
Learning about robots from science fiction - by Andra Keay
Robots & Startups Interesting things about robots, robot startups, and the future that's already here. From the epicenter of the robot revolution - Silicon Valley Robotics. By Andra Keay · Over 10,000 subscribers Subscribe By subscribing, you agree Substack's Terms of Use, and acknowledge its Information Collection Notice and Privacy Policy. Not right now thanks “Andra Keay does a lot of work describing how the development of robotics will shape our future. Her weekly posts are detailed and meticulously written.”...” “Andra Keay does a lot of work describing how the development of robotics…
10:00 AM ET
https://www.facebook.com/48576411181
10:00 AM EThttps://www.facebook.com/48576411181
AI Companies Turn to Distributed Computing in Homes - IEEE Spectrum
IEEE.org IEEE Xplore IEEE Standards IEEE Job Site More Sites Sign In Join IEEE The September issue of IEEE Spectrum is here! Download PDF ↓ Close bar Return to homepage Cash In on the AI Boom by Renting Out Your Spare Compute Share FOR THE TECHNOLOGY INSIDER Search: Explore by topic Aerospace AI Biomedical Climate Tech Computing Consumer Electronics Energy History of Technology Robotics Semiconductors Telecommunications Transportation IEEE Spectrum FOR THE TECHNOLOGY INSIDER Topics Aerospace AI Biomedical Climate Tech Computing Consumer Electronics Energy History of Technology Robotics…
10:00 AM ET
https://www.facebook.com/48576411181
10:00 AM EThttps://www.facebook.com/48576411181
AI Companies Turn to Distributed Computing in Homes - IEEE Spectrum
IEEE.org IEEE Xplore IEEE Standards IEEE Job Site More Sites Sign In Join IEEE The September issue of IEEE Spectrum is here! Download PDF ↓ Close bar Return to homepage Cash In on the AI Boom by Renting Out Your Spare Compute Share FOR THE TECHNOLOGY INSIDER Search: Explore by topic Aerospace AI Biomedical Climate Tech Computing Consumer Electronics Energy History of Technology Robotics Semiconductors Telecommunications Transportation IEEE Spectrum FOR THE TECHNOLOGY INSIDER Topics Aerospace AI Biomedical Climate Tech Computing Consumer Electronics Energy History of Technology Robotics…
3:53 AM ET
https://x.com/ChongZzZhang
3:53 AM EThttps://x.com/ChongZzZhang
C. Zhang on X: "New paper release: Learning Agile Perceptive Traversal of Sparse 3D Structures for Humanoids
Paper https://t.co/LlrDsajHqx
Videos https://t.co/jXLtG68oUg
We study how to do learning and sim2real for 3d traversal, such as monkey bars and overhanging obstacles." / X
Post Log in Sign up Post C. Zhang on X: "New paper release: Learning Agile Perceptive Traversal of Sparse 3D Structures for Humanoids Paper https://t.co/LlrDsajHqx Videos https://t.co/jXLtG68oUg We study how to do learning and sim2real for 3d traversal, such as monkey bars and overhanging obstacles." - C. Zhang @ChongZzZhang New paper release: Learning Agile Perceptive Traversal of Sparse 3D Structures for Humanoids Paper arxiv.org/pdf/2608.29769 Videos nemantor.github.io/sparse-3d-trav… We study how to do learning and sim2real for 3d traversal, such as monkey bars and overhanging obstacles.…
11:02 PM ET
Tesla
$TSLA
11:02 PM ETTesla
@SawyerMerritt on X
The fact that the narrative went from “Teslas can’t even drive themselves” to “well, they have a supervisor” to “well, they have steering wheels” to “well, sure, they don’t have steering wheels, but there are only a few dozen Cybercabs” just shows how fleeting these criticisms are as Tesla continues to knock them down one by one. Tesla unveiled the Cybercab just 23 months ago and is going to start the first public rides in this thing in less than 3 days - something a lot of people said would never happen. Cybercab will be a game changer in many ways, but especially for people with…
10:37 PM ET
https://x.com/SawyerMerritt
10:37 PM EThttps://x.com/SawyerMerritt
Sawyer Merritt on X: "The Model Y L Launch Series is almost sold out for 2026 with estimated delivery dates now pushing into early 2027 for all configurations." / X
Post Log in Sign up Post Sawyer Merritt on X: "The Model Y L Launch Series is almost sold out for 2026 with estimated delivery dates now pushing into early 2027 for all configurations." - Sawyer Merritt @SawyerMerritt The Model Y L Launch Series is almost sold out for 2026 with estimated delivery dates now pushing into early 2027 for all configurations. View media 10:37 PM · Aug 31, 2026114.8KViews 76 131 2.2K 43 - Bette Robin @DrBetteRobin Sep 1 I just got my vin so hopefully mine is coming soon! 4 13 1.3K - D @dtweetsss1 Sep 1 It’s shocking people aren’t waiting for the inevitable…
10:31 PM ET
Google
$GOOGL
10:31 PM ETGoogle
smartfitguide on X: "Google DeepMind's RT-2 model treats robot actions as text tokens. By co-fine-tuning pre-trained Vision-Language Models with robotic data, it achieved nearly double the performance on novel tasks compared to its predecessor, RT-1. #AI" / X
Post Log in Sign up Post smartfitguide on X: "Google DeepMind's RT-2 model treats robot actions as text tokens. By co-fine-tuning pre-trained Vision-Language Models with robotic data, it achieved nearly double the performance on novel tasks compared to its predecessor, RT-1. \#AI" - smartfitguide @bareani21645 Google DeepMind's RT-2 model treats robot actions as text tokens. By co-fine-tuning pre-trained Vision-Language Models with robotic data, it achieved nearly double the performance on novel tasks compared to its predecessor, RT-1. #AI View media 10:31 PM · Aug 31, 20268Views Reply 1
10:06 PM ET
Figure
10:06 PM ETFigure
@sreexts on X
Brett Adcock bragging that Figure is "crazy vertically integrated" is the tell. Humanoid winners will not be the ones with the best demo video. They will be the ones who own their actuators, training data, and Helix weights on one campus. Robotics is eating the OpenAI playbook in reverse.
9:50 PM ET
Gemini Robotics
$GOOGL
9:50 PM ETGemini Robotics
大仏ヨヨ on X: "Gemini Robotics ER 2を試してみたけど結構いいね。リアルタイムでOpenDuckMiniを追跡させてみたけどレスポンスは想定していたより悪くはなかった。どういうロボットかまで判別できているのが良かった。これ以外の機能もあるのでもう少し深堀しようと思う。
#OpenDuckMini,#microduckと同じ作者" / X
Post Log in Sign up Post 大仏ヨヨ on X: "Gemini Robotics ER 2を試してみたけど結構いいね。リアルタイムでOpenDuckMiniを追跡させてみたけどレスポンスは想定していたより悪くはなかった。どういうロボットかまで判別できているのが良かった。これ以外の機能もあるのでもう少し深堀しようと思う。 \#OpenDuckMini,\#microduckと同じ作者" - 大仏ヨヨ @U6kcXA6yRN47345 Gemini Robotics ER 2を試してみたけど結構いいね。リアルタイムでOpenDuckMiniを追跡させてみたけどレスポンスは想定していたより悪くはなかった。どういうロボットかまで判別できているのが良かった。これ以外の機能もあるのでもう少し深堀しようと思う。 #OpenDuckMini, #microduckと同じ作者 00:00 View media 9:50 PM · Aug 31, 2026721Views Reply 1 12 4
9:40 PM ET
ZHZhipu
9:40 PM ETZHZhipu
tphuang on X: "GLM-6 disclosed - more parameter & lower activation ratio & inference cost & improved post training expected. Model to make self training decisions
Expecting significant increased domestic compute addition in next 3 to 6 months. Using self owned, leased & purchased c… / X
Post Log in Sign up Post tphuang on X: "GLM-6 disclosed - more parameter & lower activation ratio & inference cost & improved post training expected. Model to make self training decisions Expecting significant increased domestic compute addition in next 3 to 6 months. Using self owned, leased & purchased compute." - tphuang @tphuang Sep 1 Regardless of how Zhipu employees view AGI internally, it publicly follows the OpenAI/Ant line of scaling RSI & Autonomous AI as the future. AI path according to Zhipu: Chat -> Coding -> Co-Work -> Autonomous Larger TAM @ each step w/ last…
9:40 PM ET
@tphuang
9:40 PM ET@tphuang
@tphuang on X
It already went oversea w/ Malaysia deployment & will have more oversea CSP cooperation deal signed in next month or 2. It already has 100k domestic AI chip inference cluster & plan to increase significantly over next 6 months. It did 62T tokens in 6 days w/ Ox Alpha & inference cost has dropped 80% since start of yr
9:40 PM ET
ZHZhipu
9:40 PM ETZHZhipu
tphuang on X: "How it views its own models in terms of the kind of tasks them can do. GLM-5.3 in terms of long time horizon work is still short of 1 wk, need at least 1 month to be autonomous.
Flash is the 1st one to use domestic chips & have low cost + intelligence to support long tasks." / X
Post Log in Sign up Post tphuang on X: "How it views its own models in terms of the kind of tasks them can do. GLM-5.3 in terms of long time horizon work is still short of 1 wk, need at least 1 month to be autonomous. Flash is the 1st one to use domestic chips & have low cost + intelligence to support long tasks." - tphuang @tphuang Sep 1 Regardless of how Zhipu employees view AGI internally, it publicly follows the OpenAI/Ant line of scaling RSI & Autonomous AI as the future. AI path according to Zhipu: Chat -> Coding -> Co-Work -> Autonomous Larger TAM @ each step w/ last step having…
9:19 PM ET
Tesla
$TSLA
9:19 PM ETTesla
📐_Cyber_Owl_🦉 on X: "🚨Golden Fleet Alert🚨
Golden Tesla Cybercabs have taken over the city and are flooding Austin 🌊✨
They are constantly validating pick-ups and drop offs ahead of the Cybercab launch event on 09/03 🤖🚕
Can’t wait for the most futuristic Robotaxis ever 👏
@robotaxi @Tesla @… / X
Post Log in Sign up Post 📐\Cyber\Owl\🦉 on X: "🚨Golden Fleet Alert🚨 Golden Tesla Cybercabs have taken over the city and are flooding Austin 🌊✨ They are constantly validating pick-ups and drop offs ahead of the Cybercab launch event on 09/03 🤖🚕 Can’t wait for the most futuristic Robotaxis ever 👏 @robotaxi @Tesla @Tesla\AI @elonmusk" - 📐\Cyber\Owl\🦉 @RimaSukhadia 🚨Golden Fleet Alert🚨 Golden Tesla Cybercabs have taken over the city and are flooding Austin 🌊✨ They are constantly validating pick-ups and drop offs ahead of the Cybercab launch event on 09/03 🤖🚕 Can’t wait for the most…
9:00 PM ET
Skild AI
9:00 PM ETSkild AI
@XSeyvion on X
Skild AI unveiled its S1 robot foundation model. They say a robot can learn a new task by watching a video of the task. That changes deployment. Instead of writing a fresh program for each job, an operator can demonstrate once and then ask the robot to repeat it. If the long tail of tasks becomes video based training, the fight shifts to safety checks that run before the robot touches the world. What task would you try first?
8:54 PM ET
HYHyper3D
8:54 PM ETHYHyper3D
@ErenChenAI on X
Shanghai-based 3D generative AI company Hyper3D has introduced WorldGen, a world generation model that turns a single image into a complete, editable 3D scene. Built on its SIGGRAPH 2025 Best Paper-winning CAST research, WorldGen reconstructs individual objects along with their spatial relationships and physical properties, including collision, mass and friction. The generated scenes can be used in existing 3D workflows, with applications ranging from game development and XR to robotics simulation and embodied AI training.
8:53 PM ET
boston-dynamics
8:53 PM ETboston-dynamics
@SemiAnalysis_ on X
Cerebras is great, & the people at Cerebras are great & lovely! But since NVIDIA showed off their LPX's amazing perf at Hot Chips & OpenAI Jalapeno performance was released, Cerebras folks have been massively cope-tweeting on Twitter. They should focus on continuously improving their software stack & execution instead of cope-tweeting.
8:36 PM ET
Skild AI
8:36 PM ETSkild AI
The Robot Report: Skild AI unveils S1 robot foundation model | AI Understanding
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 says can learn complex tasks from a single human demonstration video and operate across multiple robot forms. By AI Understanding EditorialSeptember 1, 2026 at 12:36 AM UTCUpdatedSeptember 1, 2026 at 1:47 AM UTC6 min read Read the primary source The short version The Robot Report reports that Skild AI unveiled S1, a robot foundation model that the company says can learn complex tasks from a…
8:00 PM ET
Google
$GOOGL
8:00 PM ETGoogle
Introducing Agentic Video in Gemini
Introducing agentic video understanding with Gemini Sep 01, 2026 \| 7 min read - x.com - Facebook - LinkedIn - Mail - Copy link Our new agentic feature for video analysis cuts token consumption by up to 88%, reduces costs by up to 66%, and boosts quality by up to 7%. Rohan Doshi Senior Product Manager, Google DeepMind Mario Lučić Research Director, Google DeepMind Share - x.com - Facebook - LinkedIn - Mail - Copy link Your browser does not support the audio element. Listen to article \[\[duration\]\] minutes This content is generated by Google AI. Generative AI is experimental…
7:59 PM ET
Tesla
$TSLA
7:59 PM ETTesla
Optimus hits the Fremont line this week — TSLA +5.5% while the market fell | Aug 31 Tesla Briefin - YouTube
Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with your voice Sign in Optimus hits the Fremont line this week — TSLA +5.5% while the market fell \| Aug 31 Tesla Briefin Tap to unmute 2x Optimus hits the Fremont line this week — TSLA +5.5% while the market fell \| Aug 31 Tesla Briefin Tesla Briefing 66 views 1 day ago Copy link Info Shopping If playback doesn't begin shortly, try restarting your device. • You're signed out Videos you watch may be…
6:19 PM ET
PAPerceptron AI
6:19 PM ETPAPerceptron AI
@techniahqrobot on X
A 36B parameter model just blurred one of robotics’ biggest boundaries, the gap between seeing a scene and acting on it. Perceptron AI has released Isaac 0.5, an open-weight Embodied AI model designed to use one backbone to understand video, reason about a physical task, and generate robot actions. One model connecting perception, reasoning, and robot control. @perceptroninc
5:50 PM ET
Tesla
$TSLA
5:50 PM ETTesla
@WhaleFUD on X
Tesla has begun producing its Tesla Optimus robot at the Fremont factory. Elon Musk said output will be extremely slow at first, with the line ultimately designed for about 1 million robots a year.
5:45 PM ET
Nvidia
$NVDA
5:45 PM ETNvidia
@a16z on X
Gavin Baker says the future for the world's biggest companies is open models and private context: "I think the future is an ensemble of models. There's a Pareto curve. No one model is going to be the best at everything." "For the global 1,000 biggest companies, you're going to take whatever the best open-source model is. I think probably in the very near future, that's going to be an Nvidia model." "Everybody says 'Well, in a world where open-source wins, who funds the training?' Chip companies can fund the training." "It's trivial to do a $50 to $100 billion training run for Jensen, but I do…
5:20 PM ET
IRigm Robotersysteme AG
5:20 PM ETIRigm Robotersysteme AG
@ctorobotics on X
This is where robotic welding gets serious. 🤖🔥 igm Robotersysteme AG - Schweißroboter - Welding Robots is using robotic welding systems for demanding components such as chassis and booms, combining automation, precision and repeatable weld quality. igm has more than 50 years of experience in welding automation and develops complete robotic welding and cutting systems for industries including construction equipment, rail, cranes, mining and shipbuilding. The company also has a newly established igm Robotik Sistemleri A.Ş. operation in Dilovası, Kocaeli, providing local engineering,…
5:01 PM ET
@SemiAnalysis_
5:01 PM ET@SemiAnalysis_
@SemiAnalysis_ on X
Seven ports are used to connect other NPUs on the same tray over flyover cables. Seven ports connect across trays in the intra-rack 2D mesh over the backplane allowing each NPU0 to connect to all the other corresponding NPU0 within the rack. This leaves the remaining 4 ports to connect to a network of low-radix-switches in the backplane for further intra-rack connectivity. (2/4)
5:00 PM ET
TUThe University of Hong Kong
5:00 PM ETTUThe University of Hong Kong
The Imitator Game — Benchmarking Robot Imitative Ability Beyond Action Prediction
Intent imitation, L0-L320,000+ paired episodesHuman evaluation Arena The Imitator Game BenchmarkingRobotImitativeAbilityBeyondActionPrediction Xunzhe Zhou 1,2,\,† · Yiyang Cai 2,3,\ · Fengyi Wang 2,3,\ · Ran Ju 1,2,\ · Hanxiang Ren 2,4 · Ruizhe Liu 1 Yu Zhang 1 · Qian Luo 1,2 · Feng Chen 1 · Pei Zhou 1,2 · Yi Ma 1,2 · Yanchao Yang 1,2,‡ 1The University of Hong Kong · 2TranscEngram · 3Fudan University · 4Zhejiang University \\ Equal contribution · † Project lead · ‡ Corresponding author Can a robot imitate what a human intends — not just what they do? We widen the gap between the demonstration…
4:32 PM ET
Tesla
$TSLA
4:32 PM ETTesla
Sawyer Merritt on X: "Tesla's global fleet has just crossed 14 billion miles driven on FSD (Supervised) after hitting 13 billion on August 3rd." / X
Post Log in Sign up Post Sawyer Merritt on X: "Tesla's global fleet has just crossed 14 billion miles driven on FSD (Supervised) after hitting 13 billion on August 3rd." - Sawyer Merritt @SawyerMerritt Tesla's global fleet has just crossed 14 billion miles driven on FSD (Supervised) after hitting 13 billion on August 3rd. 00:00 View media 4:32 PM · Aug 31, 2026110.4KViews 86 195 2.6K 49 - AAllar @allar\adam Aug 31 As is stands right now… I could never buy a vehicle from another manufacturer unless they’re have an FSD system equal to or better then Tesla …. (NO ONE) can take FSD away from me ……
4:01 PM ET
NANabtesco
4:01 PM ETNANabtesco
@LeoKharon on X
Robotics deep dive: HUMANOID CHOKEPOINTS Almost every supply-chain post about humanoids has one country in it. Trace five critical inputs one at a time and they land in four different places. Magnets first, because that is where the argument usually stops. Every high-torque joint runs on sintered NdFeB, and on the IEA's 2024 figures China holds 91% of refined output and 94% of sintered permanent magnets, against 60% of the mining. Mining is the distributed part, and the chokepoint is the chemistry. The precision reducer is the node almost nobody names. Nabtesco states on its own site that it…
2:46 PM ET
Tesla
$TSLA
2:46 PM ETTesla
Sawyer Merritt on X: "Here we go! Tesla has just added another 38 Cybercabs to its Robotaxi fleet, bringing the total up to 45, according to the Texas DMV.
Robots on robots on robots! This Thursday's launch event is gonna be awesome🤖🤖🤖" / X
Post Log in Sign up Post Sawyer Merritt on X: "Here we go! Tesla has just added another 38 Cybercabs to its Robotaxi fleet, bringing the total up to 45, according to the Texas DMV. Robots on robots on robots! This Thursday's launch event is gonna be awesome🤖🤖🤖" - Sawyer Merritt @SawyerMerritt Here we go! Tesla has just added another 38 Cybercabs to its Robotaxi fleet, bringing the total up to 45, according to the Texas DMV. Robots on robots on robots! This Thursday's launch event is gonna be awesome🤖🤖🤖 View media View media 2:46 PM · Aug 31, 2026448.2KViews 211 504 6K 217 - Sawyer…
2:33 PM ET
Figure
2:33 PM ETFigure
@Astra1Byte on X
Four years ago, Figure didn’t have a robot. Today it’s valued at $39B and has already shipped 1,000+ humanoids. CEO Brett Adcock says the real advantage isn’t the AI it’s that hardware, models, and manufacturing all sit under one roof, one campus, no outsourcing. Robots already deployed at BMW. Production line running. The question nobody’s asking loud enough: when the entire stack brain, body, and factory belongs to one company, how fast can this actually scale once the failure rate drops?
2:06 PM ET
Unitree
2:06 PM ETUnitree
@techniahqrobot on X
Unitree’s CEO just said something the humanoid industry does not say Humanoid robots are still not ready for large-scale factory deployment. Speaking at WRC 2026, Unitree founder Wang Xingxing said the company has already tested humanoids in automotive production lines and inside its own factory. But the robots are still less efficient than human workers. The biggest problem is generalization. A policy trained on one fixed task can approach very high success rates after enough data collection and training. Change the object, workstation or surrounding environment and performance can fall…
2:01 PM ET
NVIDIA
$NVDA
2:01 PM ETNVIDIA
NVIDIA's robot business is already worth $10 billion/year, and China is its best customer | HumanoidHub
News/ trends,china,usa,physical\ai,hardware,government trends,china,usa,physical\ai,hardware,government NVIDIA's robot business is already worth $10 billion/year, and China is its best customer John KoetsierAugust 31, 2026 NVIDIA's physical AI business is already generating roughly $10 billion a year, more than the entire humanoid robot industry combined, with Jensen Huang pointing to a tenfold path over the next decade. A meaningful share of that comes from China, which built about 90% of the world's humanoids last year. But Beijing is racing to build a domestic stack ... Talk about picks…
1:48 PM ET
ANAnthropic
1:48 PM ETANAnthropic
Standardizing Physical AI: Why Common Hardware Interfaces Could Accelerate Generalization - Humanoid Analytics
Close Menu - Companies - Company Tracker - Deployment Tracker - Funding Tracker - Deployments - Technology - Funding - Markets - Our Services X (Twitter) Mastodon LinkedIn Switch to Dark Design - easier on eyes.Switch to Light Design. Search Switch to Dark Design - easier on eyes.Switch to Light Design. Search Technology Standardizing Physical AI: Why Common Hardware Interfaces Could Accelerate Generalization The physical world will remain unpredictable, but common machine-readable contracts for sensors, actuators, state and safety could reduce the integration burden facing general-purpose…
1:48 PM ET
ANAnthropic
1:48 PM ETANAnthropic
Standardizing Physical AI: Why Common Hardware Interfaces Could Accelerate Generalization - Humanoid Analytics
Close Menu - Companies - Company Tracker - Deployment Tracker - Funding Tracker - Deployments - Technology - Funding - Markets - Our Services X (Twitter) Mastodon LinkedIn Switch to Dark Design - easier on eyes.Switch to Light Design. Search Switch to Dark Design - easier on eyes.Switch to Light Design. Search Technology Standardizing Physical AI: Why Common Hardware Interfaces Could Accelerate Generalization The physical world will remain unpredictable, but common machine-readable contracts for sensors, actuators, state and safety could reduce the integration burden facing general-purpose…
1:39 PM ET
@NVIDIARobotics
1:39 PM ET@NVIDIARobotics
Optimize Models with Unsloth | Jetson AI Lab
🎉 Welcome to Jetson AI Lab 2.0! We've redesigned the site with curated tutorials. Looking for old content? Browse the archive → × Back to Tutorials Optimize Models with Unsloth Fine-tune, convert and deploy language models on NVIDIA Jetson with Unsloth and llama.cpp. Author Aditya Sahu Fine-tune and deploy language models directly on NVIDIA Jetson with Unsloth and JetPack 7.2. This tutorial uses memory-efficient QLoRA, exports the results to GGUF, and runs them locally. Two practical examples cover Qwen3.5-4B on Jetson Orin Nano and NVIDIA Nemotron 3.5 Lightning 30B-A3B on Jetson AGX Thor.…
1:21 PM ET
Unitree
1:21 PM ETUnitree
@techniahqrobot on X
Unitree just started Olly’s pre-employment internship in the real world 😅 And day one already looks like a proper probation period. It can answer train questions, find exits and walk with passengers inside Singapore’s Little India MRT, but station noise already caused it to mishear Tekka Centre as Teacher’s Centre and give the wrong directions. A useful reminder that real-world deployment is much harder . Source: CNA / Land Transport Authority Singapore
1:19 PM ET
SMSMRT
1:19 PM ETSMSMRT
@fieldai_ on X
A FieldAI-powered robot, pictured with Singapore's Minister for Transport Jeffrey Siow at @SMRT_Singapore's Gali Batu Bus Depot. It patrols autonomously with infrared sensing, checking buses and EV charging bays for abnormal heat so the safety team gets an early warning instead of an incident. Congratulations to SMRT on the launch of their new Mobility Command and Control Centre.
1:09 PM ET
ASAsimov
1:09 PM ETASAsimov
The Humanoid Hub on X: "Asimov 1 has begun first shipments.
The DIY kit is aimed at developers, researchers and hobbyists who want an affordable humanoid platform.
Total assembly time is estimated at around 20 hours. Price: $20k." / X
Post Log in Sign up Post The Humanoid Hub on X: "Asimov 1 has begun first shipments. The DIY kit is aimed at developers, researchers and hobbyists who want an affordable humanoid platform. Total assembly time is estimated at around 20 hours. Price: $20k." - The Humanoid Hub @TheHumanoidHub Asimov 1 has begun first shipments. The DIY kit is aimed at developers, researchers and hobbyists who want an affordable humanoid platform. Total assembly time is estimated at around 20 hours. Price: $20k. 00:00 View media Asimov @asimovinc Aug 31 Today we shipped the first Asimov 1 robots. Less than a year…
Live campaign Signal Boost Campaign Connect your X account and follow @axisrobotics — your badge lights up as soon as we see the follow. Connect →+1 PTS · credited instantly Total Trajectories 4,794,179 Total Users 196,995 7D New Tasks 494 Transactions 4,400,783 Live campaignBinance Keyless Wallet × Axis exclusive campaign View → For newbies6 newbie training tasks · unlimited slotsPractice only — not scored, earns no points.\\ Show tasks → All Tasks Every task progresses from Pre-training through Training to Post-training Live All▼ Filters0 Default▼ AllTo doDone TaskLifecycleDifficultySlots…
12:41 PM ET
TEtechnia
12:41 PM ETTEtechnia
@techniahqrobot on X
Humanoid robotics has its own language. Here are 30 acronyms you will see constantly API = Application Programming Interface BC = Behavior Cloning CoM = Center of Mass CoP = Center of Pressure DoF = Degrees of Freedom DRL = Deep Reinforcement Learning F/T = Force/Torque FK = Forward Kinematics GRF = Ground Reaction Force HIL = Hardware-in-the-Loop HRC = Human-Robot Collaboration HRI = Human-Robot Interaction IK = Inverse Kinematics IL = Imitation Learning IMU = Inertial Measurement Unit LiDAR = Light Detection and Ranging LLM = Large Language Model MPC = Model Predictive Control RGB-D = RGB +…
12:35 PM ET
UNUnitreeRobotics
12:35 PM ETUNUnitreeRobotics
@thehypedotnews on X
unitree robots now build themselves – and train while doing it @UnitreeRobotics deployed its embodied ai model inside its own factory in china. the robots aren't repeating pre-programmed movements – they perceive the environment, understand the task and perform real manufacturing operations on the production line. this isn't just production, it's also a data engine – every task the robots perform on the line generates real-world motion data that trains the next generation of models. the factory is both the product and the training ground. unitree shipped 5,500 humanoid robots in 2025 – more…
12:31 PM ET
RURunway
12:31 PM ETRURunway
Runway on X: "Today, we're sharing new research on Solaris, our first Interface World Model.
Solaris is a new kind of operating system that generates interactive interfaces frame by frame, in real time, with no code. We find that Solaris outperforms frontier LLMs when generating new interfaces, ac… / X
Post Log in Sign up Post Runway on X: "Today, we're sharing new research on Solaris, our first Interface World Model. Solaris is a new kind of operating system that generates interactive interfaces frame by frame, in real time, with no code. We find that Solaris outperforms frontier LLMs when generating new interfaces, across structural similarity and information retention. Read more and request early access at the link below." - Runway @runwayml Today, we're sharing new research on Solaris, our first Interface World Model. Solaris is a new kind of operating system that generates interactive…
12:05 PM ET
Fourier Intelligence
12:05 PM ETFourier Intelligence
@rich_odinn on X
SoftBank dropped $200,000,000 on this company - and this 15-second interaction proves why Shanghai-based Fourier Intelligence deployed their $125,000 GR-1 humanoid onto public transit to assist an elderly citizen. This isn't CGI, it's live physical AI targeting a massive eldercare crisis. 3 high-octane truths behind this clip: Sub-Gram Force Feedback: Supporting a fragile arm without injury requires real-time tactile compliance, recalculating grip pressure millions of times per second. SoftBank & Aramco Backed: Fourier raised over $200M to build autonomous care-bots before global birth rates…
11:32 AM ET
@frontrunvc
11:32 AM ET@frontrunvc
@frontrunvc on X
EARLY: 5 @ycombinator fall cohort companies across Compute, Energy, Hardware and DevTools. 👇 @nodussss - 1 follower - (Compute): the first intelligent execution layer for ai workloads. founders: @viswa_kotra @pvarshh @runmirrors - 17 followers - (DevTools): staging environments for ai agents. replay real sessions to catch regressions before they ship. founder: @ai_singhal @invertixlabs - 33 followers - (Energy): building energy superintelligence. ai that operates and scales energy infrastructure. founder: @Josephperrotta_ @visiblsemi - 79 followers - (Hardware): a faster path to custom…
11:23 AM ET
AWAwish
11:23 AM ETAWAwish
Automate Month-End Close… | The Rundown University
Back to feed SaveShare Automate Month-End Close Reconciliation and Reporting in Awish I recently built a month-end close workflow in Awish for a client at a finance company. The problem was not creating the final report. The real bottleneck was collecting data from different systems, checking what was missing, reconciling totals, chasing exceptions, and getting the report to the right people. I built the entire process in Awish by describing what I wanted. Step-by-step: 1\. I opened the Awish chat and wrote: “At every month-end close, collect journal entries, invoices, vendor bills, and…
10:10 AM ET
@Thom_Wolf
10:10 AM ET@Thom_Wolf
@Thom_Wolf on X
People don't realize it, but even with only 1 GB of RAM, the memory alone is already 10–15% of Microduck's total price. Crazy when you consider there are 15 actuators in the robot.
10:00 AM ET
https://www.facebook.com/48576411181
10:00 AM EThttps://www.facebook.com/48576411181
Europe’s AI Drive Outpaces a Fragile Chip Supply Chain - IEEE Spectrum
IEEE.org IEEE Xplore IEEE Standards IEEE Job Site More Sites Sign In Join IEEE Return to homepage The E.U.’s AI Drive Undermines Its Own Chip Strategy Share FOR THE TECHNOLOGY INSIDER Search: Explore by topic Aerospace AI Biomedical Climate Tech Computing Consumer Electronics Energy History of Technology Robotics Semiconductors Telecommunications Transportation IEEE Spectrum FOR THE TECHNOLOGY INSIDER Topics Aerospace AI Biomedical Climate Tech Computing Consumer Electronics Energy History of Technology Robotics Semiconductors Telecommunications Transportation Sections Features News Opinion…
10:00 AM ET
https://www.facebook.com/48576411181
10:00 AM EThttps://www.facebook.com/48576411181
Europe’s AI Drive Outpaces a Fragile Chip Supply Chain - IEEE Spectrum
IEEE.org IEEE Xplore IEEE Standards IEEE Job Site More Sites Sign In Join IEEE Return to homepage The E.U.’s AI Drive Undermines Its Own Chip Strategy Share FOR THE TECHNOLOGY INSIDER Search: Explore by topic Aerospace AI Biomedical Climate Tech Computing Consumer Electronics Energy History of Technology Robotics Semiconductors Telecommunications Transportation IEEE Spectrum FOR THE TECHNOLOGY INSIDER Topics Aerospace AI Biomedical Climate Tech Computing Consumer Electronics Energy History of Technology Robotics Semiconductors Telecommunications Transportation Sections Features News Opinion…
9:25 AM ET
VAVeeda AI
9:25 AM ETVAVeeda AI
Veeda AI Raises $90M Seed to Build "The Matrix" for Physical AI - WOWTALE
Skip to content - AI - · - Funding - · - Robotics Veeda AI Raises $90M Seed to Build “The Matrix” for Physical AI 8/31/2026 ・ 버섯돌이(Taehyun Kim) Training a robot to master a new motion takes thousands of trial-and-error attempts. The trouble is doing that training in the real world at all — robotic hardware doesn’t scale like compute, a single bad move can cause real physical harm, and real-world experience can’t be compressed or run in parallel. A startup betting it can solve that bottleneck with simulation just closed one of the largest seed rounds a Canadian company has ever raised.…
9:25 AM ET
VAVeeda AI
9:25 AM ETVAVeeda AI
Veeda AI Raises $90M Seed to Build "The Matrix" for Physical AI - WOWTALE
Skip to content - AI - · - Funding - · - Robotics Veeda AI Raises $90M Seed to Build “The Matrix” for Physical AI 8/31/2026 ・ 버섯돌이(Taehyun Kim) Training a robot to master a new motion takes thousands of trial-and-error attempts. The trouble is doing that training in the real world at all — robotic hardware doesn’t scale like compute, a single bad move can cause real physical harm, and real-world experience can’t be compressed or run in parallel. A startup betting it can solve that bottleneck with simulation just closed one of the largest seed rounds a Canadian company has ever raised.…
Skip to content You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert {{ message }} Uh oh! There was an error while loading. Please reload this page. hku-sail/ StreamPI Public - Notifications You must be signed in to change notification settings - Fork\\ 4 - Star\\ 161 main 1 Branch 0 Tags Go to Branches pageGo to Tags page Go to file Code Open more actions menu Latest commit happinesslz add multi-node training…
8:57 AM ET
MRMilk Road Pro
8:57 AM ETMRMilk Road Pro
@MelvinInvests on X
The next memory supercycle is hiding inside humanoid robots (Save this). This chart estimates that each humanoid robot could contain $600–$800 or more in memory related and semiconductor components, including DRAM, HBM, NAND flash, sensors, communication chips, and other devices. If manufacturers eventually produce 1 million humanoid robots, that could represent approximately $600 million–$800 million in memory content, while 10 million robots could create a $6 billion–$8 billion opportunity. However, the larger opportunity may come from the data centers that train these robots and process…
8:24 AM ET
Figure
8:24 AM ETFigure
Biti8 on X: "Four years ago, @Figure_robot didn’t even have a robot.
Today, it’s valued at $39B, has built 1,000+ humanoids, deployed robots at BMW, built its own AI models, manufacturing infrastructure and a global data collection network.
What impresses me most is the speed.
Figure isn’t build… / X
Post Log in Sign up Post Biti8 on X: "Four years ago, @Figure\robot didn’t even have a robot. Today, it’s valued at $39B, has built 1,000+ humanoids, deployed robots at BMW, built its own AI models, manufacturing infrastructure and a global data collection network. What impresses me most is the speed. Figure isn’t building just a robot. It’s building the entire stack at the same time: hardware, AI, data, factories and real-world deployments. And now Figure 04 is already on the way. Four years later, much of the humanoid industry is being measured against what @adcock\brett and the Figure team…
8:02 AM ET
Agility Robotics
8:02 AM ETAgility Robotics
Oregon robotics company says the industry needs a reality check: ‘I really want to pop that bubble’ - oregonlive.com
Skip to Article The $1 Sale is Here! Labor Day Savings End on 9/9/26 Close By - Mike Rogoway \| The Oregonian/OregonLive The internet is full of videos of robots running races, doing backflips, dancing and playing soccer. Doing real work, though? Jonathan Hurst says that’s harder than it looks. He’s co-founder of Agility Robotics, the Salem company that makes Digit — the rare humanoid robot with an actual job. Standing 5 feet, 9 inches tall, Digit works in warehouses and factories, lifting and stacking heavy boxes. The oregonlive.com logo A subscription is required to read this story.…
7:05 AM ET
Boston Dynamics
7:05 AM ETBoston Dynamics
@clavion95 on X
THIS ISN’T A ROBOT LEARNING TO DANCE. IT’S A ROBOT LEARNING HOW TO CONTROL ITS ENTIRE BODY. Walk. Run. Crawl. Roll. Handstand. Cartwheel. Then get back up and keep moving. Boston Dynamics trained Atlas using reinforcement learning, with human motion capture and animation as references. The flashy part is the acrobatics. That’s not the important part. The important part is everything happening between them. Accelerate. Decelerate. Shift balance. Drop to the floor. Recover from an awkward position. Reorient the body. Keep moving. Humans solve these problems without thinking. For a humanoid,…
6:51 AM ET
@ParadisLabs
6:51 AM ET@ParadisLabs
@ParadisLabs on X
Bro...this GS humanoid report is mega bullish for semis. - Humanoid TAM forecast increased by ~5x. - Which is an even better commercial opportunity for semis / precision components such as power semis and memory. One interesting takeaway from the report is that there are stricter energy efficiency requirements incoming. In turn, these requirements will increase the density for higher priced GaN/SiC components. The sheer length of the physical AI cycle (including humanoids) will surely be a massive growth driver for semis on top of data center applications...
6:51 AM ET
0X0xconglomerate
6:51 AM ET0X0xconglomerate
@0xconglomerate on X
$1 million in sales in under SEVEN hours, is the Microduck really that impressive? Here are other affordable open-source robots for context (+ my thoughts): ▸ @LeggedRobot Mini Pupper 2 (~$649): ROS2, SLAM/navigation, quadruped ▸ @ROBOTIS MINI (~$500): 16-DoF humanoid, smart servos, full-body motions ▸ @PetoiCamp Bittle X (~$319): cheapest option, self-balancing quadruped, beginner-friendly ⭐️@pollenrobotics + @huggingface releases: ▸ Reachy Mini ($399–499): vision + voice interaction, expressive head, AI assistant focus ▸ Microduck ($399): learned biped walking, onboard AI policies (out of…
6:09 AM ET
GSGoldman Sachs
6:09 AM ETGSGoldman Sachs
@ParadisLabs on X
Goldman Sachs: Humanoids and memory Memory is expected to be up to 40% of semiconductor dollar content for humanoid robots (excluding GPU/CPUs). Goldman Sachs: Although content can vary, we assume an average system (DRAM) memory of about 128GB for a single humanoid unit, with a non-volatile (NAND) memory of about 1TB. Based on an assumed system memory of 128GB and a non-volatile memory capacity of approximately 1TB, we see a SAM range of between $250-$350 for DRAM and $350-$450 for NAND, for a total memory SAM of between $600-$800 or more per unit. Given the significant edge compute workloads…
5:11 AM ET
Figure
5:11 AM ETFigure
JD.com, Inc.
Authentic Products Delivered Today \\ AI-Powered, ESG-Embedded Industrial Supply Chain Innovation Earns JINGDONG Industrials 2026 Sedex Technoical Innovation Award \\ \\ BEIJING, 27 August 2026 — JINGDONG Industrials, a leading industrial supply chain technology and service provider under JD.com, has won the Technical Innovation Award among the 2026 Sedex Supply Chain Awards, recognising its use of AI and technical solutions to embed ESG capabilities into industrial supply chain operations. The company was also nominated for the Social Impact Award. JINGDONG Industrials was the only…
5:05 AM ET
ARAxis Robotics
5:05 AM ETARAxis Robotics
@GabrielnSpace on X
i thought community robot data would hit diminishing returns fast but Axis Dataset V1 just made that take look stupid @axisrobotics pushed π0.5 from 83.9% to 88.8% on LIBERO Plus, and performance kept climbing as training data scaled from 25% to 100% with no obvious saturation 3m trajectories later the crowd is starting to look less like users and more like a distributed robotics lab #PhysicalAI
5:01 AM ET
HYHyundai
5:01 AM ETHYHyundai
José Muñoz, CEO de Hyundai: "Los robots no están reemplazando a los humanos. Estamos creando nuevas categorías de empleo"
Xataka Suscríbete a - PARTNERS - Innovación Volvo HOY SE HABLA DE - China - Tim Cook - Ozempic - Generación Z - iPhone 18 - Samsung Galaxy S26 - Mejores móviles - IA - OpenAI - Estafa 31 Agosto 2026 Amparo Babiloni Editora Senior - Tech Amparo Babiloni Editora Senior - Tech Linkedin twitter instagram 708 publicaciones de Amparo Babiloni A principios de verano se confirmaba lo que se venía esperando: Hyundai se hacía con el control total de la empresa de robótica Boston Dynamics. Ahora, su CEO José Muñoz ha dado más detalles sobre los planes de la compañía en relación a la integración de…
4:46 AM ET
@smsehy
4:46 AM ET@smsehy
@smsehy on X
Tendon-driven actuation solves thermal mass and packing density in dexterous hands, but cable stretch over 10,000 continuous cycles destroys sub-millimeter precision. Modeling hysteresis in simulation helps, but physical calibration routines on the plant floor remain mandatory. https://t.co/8CjrAjWCds
4:00 AM ET
Figure
4:00 AM ETFigure
How Figure Became the Biggest Name in Robotics | XMAQUINA DAO
Genesis Auction Wave 2! Launches June 24 Get DEUS homeDAO Portal How Figure Became the Biggest Name in Robotics Color theme: Four years, three generations of humanoids, a $39 billion valuation and now one of the largest physical AI data engines ever built. .png) August 27, 2026 Category: Physical AI Read time: 9 minutes Share This: Four years ago, Figure didn’t have a robot. Today, the company is valued at $39 billion, has built more than 1,000 humanoids, has robots working inside BMW, is preparing deployments with another major US retailer, and has developed its own AI models, manufacturing…
3:51 AM ET
Physical Intelligence
3:51 AM ETPhysical Intelligence
[2604.15483] $π_{0.7}$: a Steerable Generalist Robotic Foundation Model with Emergent Capabilities
Skip to main content Search arXiv Press Enter to search · Advanced search Computer Science > Machine Learning arXiv:2604.15483 (cs) \Submitted on 16 Apr 2026 ( [v1), last revised 24 Apr 2026 (this version, v2)\] Title:π0.7: a Steerable Generalist Robotic Foundation Model with Emergent Capabilities Authors: Physical Intelligence, Bo Ai, Ali Amin, Raichelle Aniceto, Ashwin Balakrishna, Greg Balke, Kevin Black, George Bokinsky, Shihao Cao, Thomas Charbonnier, Vedant Choudhary, Foster Collins, Ken Conley, Grace Connors, James Darpinian, Karan Dhabalia, Maitrayee Dhaka, Jared DiCarlo, Danny…
2:53 AM ET
XPXPeng
2:53 AM ETXPXPeng
@Tanminhday on X
🤖 Something is changing in Physical AI. For years, humanoid robots were mostly about impressive demos. This week feels different. $900M+ raised by XPeng’s robotics business. Figure committing over $1B to data and compute. Hyundai preparing large-scale robot manufacturing in the U.S. Agility’s Digit already accumulating 65,000+ hours of real-world operation. And new data engines are emerging to feed the next generation of physical intelligence. The important part isn’t any single announcement. It’s the direction. Robots are moving from prototypes → products → infrastructure. And once…
2:50 AM ET
URUBTECH Robotics
2:50 AM ETURUBTECH Robotics
UBTECH Reports 104% Revenue Surge in H1 2026 as Full-Size Humanoids Drive Growth | Humanoids Daily
Search articles Key Takeaways Show all - UBTECH Robotics reported first-half 2026 revenue of RMB 1.27 billion (approximately $188.8 million), marking a 104.1% year-over-year increase. - Revenue from full-size embodied AI humanoid robots surged 1,445% year-over-year to RMB 590 million ($87.8 million), representing 46.5% of total company revenue. - The company delivered 921 full-size humanoid units and 15,202 non-full-size units in H1 2026, totaling 16,123 robots shipped across its portfolio. - Net losses narrowed by over 20% to RMB 339 million ($50.4 million), supported by an overall gross…
2:31 AM ET
MGMinth Group
2:31 AM ETMGMinth Group
Minth Group Launches Europe’s First Mass Production of Humanoid Robots
VESTI Poslednje vesti Jiangsu Reliance Energy Tech: 100,5 miliona ... Aug 31, 2026 Minth Group pokrenuo prvu serijsku ... Aug 29, 2026 RAS: Snažnija ekonomska saradnja ... Aug 26, 2026 Otvoren Javni poziv za srpske ... Aug 10, 2026 Investiciona misija u Šandongu i ... Jul 16, 2026 Srpske IT kompanije ostvarile zapaž... Jul 07, 2026 Novi poslovni kontakti za srpske ... Jun 30, 2026 Mentori iz cele Srbije okupili ... Jun 25, 2026 Minth Group Launches Europe’s First Mass Production of Humanoid Robots Aug 29, 2026 Šabac to become a European production base for mass-produced humanoid robots…
12:25 AM ET
SASanctuary AI
12:25 AM ETSASanctuary AI
Physical AI Platform | Industrial Automation Solutions | Sanctuary AI
We value your privacy We use cookies to enhance your browsing experience, serve personalised ads or content, and analyse our traffic. By clicking "Accept All", you consent to our use of cookies. CustomiseReject AllAccept All Customise Consent Preferences We use cookies to help you navigate efficiently and perform certain functions. You will find detailed information about all cookies under each consent category below. The cookies that are categorised as "Necessary" are stored on your browser as they are essential for enabling the basic functionalities of the site. ... Show more…
11:48 PM ET
Unitree Robotics
11:48 PM ETUnitree Robotics
Brushless Digital Servo Compact and Designed for Embodied Intelligence Applications - Unitree Robotics
Brushless Digital Servo Compact and Designed for Embodied Intelligence Applications - Brushless Motor Long Life, Low Inertia, High Speed, Force Control - Temperature and Position Sensors - Precision Gearbox (Backdrivable) - Highly Integrated - High Power, High Speed - High-Speed Communication - Model Max (Stall) Torque Torque Opposite to Speed Direction Baud Rate Max (No-Load) Speed No-Load Current - J288 1.5Nm J288 6,000,000bps J288 35rad/s (334rpm)@25.2V / 16.5rad/s (157rpm)@12V J288 0.45A@25.2V 0.27A@12V - S288 0.6Nm S288 6,000,000bps S288 16.5rad/s (157rpm)@12V S288 0.27A@12V Control…
10:56 PM ET
AGAgibot
10:56 PM ETAGAgibot
US Builds Walls Around Drones and Robots While China’s Scale Keeps Growing – The Daily Tech Feed
Skip to content Posted on August 31, 2026 In recent months, the U.S. has introduced tighter rules on robotic systems and imposed steep tariffs on imported drones and related components, citing national security risks. These new policies include restrictions on foreign-made advanced robots by the FCC and component-specific tariffs starting in September, with further measures slated for 2027. The U.S. Pushes Back Against Foreign Drone and Robotics Imports This summer, Washington expanded its regulatory effort, adding foreign-made drones and advanced robotic devices to the FCC’s Covered List—a…
7:20 PM ET
Figure
7:20 PM ETFigure
@ParadisLabs on X
AI is still so early, but so bullish. We're witnessing a huge unlock of economic value with the adoption of AI models like Claude, and more recently, agents like Grok Bot. This then filters down into the most bullish of bull points for AI. Enterprise AI adoption increases productivity -> increases enterprise earnings -> increases token demand as a flywheel effect -> increases ROI for the AI labs -> increases demand for AI infra e.g. compute. I recently heard from an ex-colleague that a large consulting firm is increasing their AI spend by 100x at their London office for their back office…
7:11 PM ET
SCSequoia Capital
7:11 PM ETSCSequoia Capital
@davidcao01 on X
Fifteen years after "software is eating the world," Marc Andreessen's own firm just admitted atoms are eating software's margins. SUMMARY This is not an a16z story. a16z's $1.1B Machine Age Fund is simply the loudest confirmation yet of a rotation already underway across Silicon Valley's largest pools of capital — Sequoia Capital , Lightspeed , General Catalyst , and SoftBank have all made comparable moves in 2026. Global venture funding into physical AI hit $47.4B across 521 deals in H1 2026 — nearly 4x the prior half. For builders and investors in robotics, autonomous systems, and…
7:11 PM ET
Skild AI
7:11 PM ETSkild AI
@Robot_AIsignals on X
Show it once. That is the entire instruction. In a post published in August, Skild AI introduced S1, a robotics foundation model prompted with a video demonstration in place of a written command. The company says the same frozen weights then performed four tasks absent from its pre-training — potting a plant, cooking pancakes, brewing pour-over coffee, assembling a kit. Skild builds Skild Brain, which it calls the first unified robotics foundation model to generalise across both tasks and robot hardware. It raised $1.4bn in January at a valuation the company puts above $14 billion (company…
7:01 PM ET
OPOpenAI
7:01 PM ETOPOpenAI
@LinaOrozcoDus on X
OpenAI is killing the official DALL-E GPT today. The o3 model was sunset Wednesday after just 90 days. Google’s gemini-robotics-er shuts down tomorrow. The hidden risk of the AI era is Silent API Breakage. Model lifecycles are shrinking from years down to weeks. If your engineering team is hardcoding specific model IDs into your app instead of using a dynamic fallback routing gateway, you are literally days away from a production blackout. How are you handling high-frequency model deprecation in your CI/CD pipelines?
7:00 PM ET
OPOpenAI
7:00 PM ETOPOpenAI
@SemiAnalysis_ on X
Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators) This week Bryan, Myron and Jordan (@JordanNanos) discuss our recent article on OpenAI Jalapeño. They cover the performance, architecture, programming model, implications for NVIDIA and more. 0:00 Cold Open 1:05 Jalapeno Overview 4:22 Tokens Per Megawatt 9:15 Benchmark Caveats 13:48 The CUDA Moat 21:12 How OpenAI Did It 32:13 Samsung HBM4 42:10 AI-Designed Silicon 49:24 Architecture Deep Dive 56:58 Doom and Wrap
4:24 PM ET
Tesla
$TSLA
4:24 PM ETTesla
@AIEquities on X
$CCXI valuation is being disrespected right now and I see asymmetry in the trade. Humanoid valuations (Aug 2026): Tesla Optimus — no standalone; Tesla ~$1.38T Figure AI — $39B Unitree — public, ~$33–37B NEURA — ~$7B Apptronik — ~$5.5B 1X — talks ~$6B (had sought ~$10B) XPeng robotics — >$6.3B Agility ( $CCXI ) — ~$2.1B Boston Dynamics — Hyundai-owned, ~$20B implied Figure leads private. Unitree is the public benchmark. Tesla is the scale wildcard. $NVDA $AMD $NBIS $MRVL $LITE $TSLA $SPCX $AAOI $CCXI $META $GOOG $AMZN
4:06 PM ET
Figure
4:06 PM ETFigure
@Robot_AIsignals on X
The robot industry's data shortage just became a gig job. On 25 August Figure launched Index, an app that pays people by the minute to film themselves doing ordinary household and workplace tasks. That footage trains Helix, the AI stack running its humanoid. Figure builds the Figure 03 humanoid and the Helix system inside it, and says its Series C exceeded $1B at a $39 billion post-money valuation (company claim). Figure says Index has taken 16 million uploads from 108 countries, ingests roughly 30 minutes of footage every second, carries 44,000+ weekly active contributors and has paid out…
1:00 PM ET
GAGalbotRobotics
1:00 PM ETGAGalbotRobotics
@ctorobotics on X
Humanoid robots just took tennis to another level. 🎾🤖 Galbot robots completed 100+ consecutive rallies at the World Humanoid Robot Games 2026 while tracking the ball, moving around the court and responding in real time. This is not just about hitting a tennis ball. It combines vision, prediction, balance, whole-body control and real-time decision making. Would you play against a humanoid robot? 👀 🎥 Media: @GalbotRobotics ⚠️ This content is shared for informational purposes only. CTO Robotics Media is a media platform and does not own or develop the technology shown. Credit belongs to the…
12:10 PM ET
Tesla
$TSLA
12:10 PM ETTesla
kasper on X: "Elon Musk was asked when Tesla Optimus could become better than the best human surgeons.
His argument is that a robot would not learn like one doctor. Every Optimus surgeon could share what every other unit had seen, including rare complications that a human might encounter only once… / X
Post Log in Sign up Post kasper on X: "Elon Musk was asked when Tesla Optimus could become better than the best human surgeons. His argument is that a robot would not learn like one doctor. Every Optimus surgeon could share what every other unit had seen, including rare complications that a human might encounter only once in an entire career. That could make expert care available in places where finding a specialist is difficult or impossible. It also raises a question almost everyone can understand. When your life is on the line, do you trust the experienced human standing beside you, or the…
11:07 AM ET
Boston Dynamics
11:07 AM ETBoston Dynamics
@KaptanHindustan on X
Boston Dynamics' new Atlas robot is getting uncomfortably close to science fiction. 🤖😳 It doesn't just walk anymore. It twists, bends, lifts, carries, recovers from falls, manipulates objects, and moves with a fluidity that looks almost unnatural. Unlike humans, some of its joints can rotate in ways our bodies simply can't. A few years ago, robot videos looked impressive. Now they look like a warning. 🚨 The craziest part? Atlas is no longer just a lab experiment. Boston Dynamics is already manufacturing production-ready versions for real-world industrial work. At this rate, the question…
10:05 AM ET
VIVisiveAI
10:05 AM ETVIVisiveAI
VisiveAI on X: "Teamwork makes the dream work. To test multi-robot collaboration with Gemini Robotics 2, we challenged our Apollo and Duo robo...
via @GoogleDeepMind
#AI #LLM #MachineLearning #ChatGPT #GenerativeAI" / X
Post Log in Sign up Post VisiveAI on X: "Teamwork makes the dream work. To test multi-robot collaboration with Gemini Robotics 2, we challenged our Apollo and Duo robo... via @GoogleDeepMind \#AI \#LLM \#MachineLearning \#ChatGPT \#GenerativeAI" - VisiveAI @VisiveAI Teamwork makes the dream work. To test multi-robot collaboration with Gemini Robotics 2, we challenged our Apollo and Duo robo... via @GoogleDeepMind #AI #LLM #MachineLearning #ChatGPT #GenerativeAI 00:00 View media 10:05 AM · Aug 30, 202646Views Reply Scan to get the app
8:09 AM ET
HYHyundai
8:09 AM ETHYHyundai
@continuumlabs_ on X
From record humanoid funding to new data engines and factory-scale deployment plans, here’s what happened this week in Physical AI: 1️⃣ @XPENG_Global’s robotics unit raised $900M+ at a $6.3B valuation, the largest private embodied-AI round in China. IRON mass production is targeted by the end of 2026. 2️⃣ @Figure_robot launched Index, its global robot-training data pipeline, and committed $1B+ to data and compute over the next 12 months. 3️⃣ @FaradayFuture launched its “EAI Robotics Made in USA” plan with $5B U.S. investment over 10 years and a robot factory by year-end. 4️⃣ Hyundai outlined…
7:01 AM ET
SASanctuary AI
7:01 AM ETSASanctuary AI
Sanctuary AI puts humanoid tech on industrial robots
Skip to content Sanctuary AI has deployed technology developed alongside its Phoenix humanoid on an industrial wire insertion task, reporting a success rate above 99.5% and a 2.54 second cycle time. The trial used robotic hands rather than a complete humanoid to insert flexible wired plugs into moving targets on a live conveyor at a global Tier 1 automotive supplier. The result came from 313 insertion trials conducted over 40 minutes, CEO Daniel Friedmann told Forbes. Sanctuary calculated the success rate by comparing successful and unsuccessful insertions. Friedmann said the cycle time was…
2:37 AM ET
Unitree Robotics
2:37 AM ETUnitree Robotics
Hack One Robot, Reach the Next: How Unitree’s G1 Left the Door Open to Root Takeover | Humanoids Daily
Search articles Key Takeaways Show all - Security researcher Olivier Laflamme disclosed UniBLEed, an exploit chain yielding unauthenticated root execution on the Unitree G1 EDU humanoid robot over Bluetooth. - The attack bypassed security boundaries by abusing an authorization gap in Unitree’s cloud backend, which decrypted device-specific cryptographic keys for any registered user. - Root access grants complete control over the robot’s primary Locomotion PC, which governs real-time balance, motor trajectory, depth sensors, and audio-visual feeds. - The research demonstrated potential…
1:09 AM ET
STStellarix
1:09 AM ETSTStellarix
Stellarix on X: "This machine places 30,000 components PER HOUR 🤖
It's a pick-and-place robot building space-grade PCBs in Shenzhen. The blue boards look simple, but every single chip you see gets laser-checked for micron accuracy. This is how modern rockets, satellites, and rovers get their brai… / X
Post Log in Sign up Post Stellarix on X: "This machine places 30,000 components PER HOUR 🤖 It's a pick-and-place robot building space-grade PCBs in Shenzhen. The blue boards look simple, but every single chip you see gets laser-checked for micron accuracy. This is how modern rockets, satellites, and rovers get their brains 🧠" - Stellarix @Stellarixorine This machine places 30,000 components PER HOUR 🤖 It's a pick-and-place robot building space-grade PCBs in Shenzhen. The blue boards look simple, but every single chip you see gets laser-checked for micron accuracy. This is how modern…
6:18 PM ET
Tesla
$TSLA
6:18 PM ETTesla
@davidcao01 on X
The Supply Chain Shortage for UxV and Robots: Who Is Filling the Gap? Top 20 Components to Watch | New suppliers from Mexico, Taiwan, Japan, Korean | The VC and Entrepreneurs Angle Two weeks apart, two separate US policy actions closed off the low-cost path into American drone and robotics hardware. July 28, the FCC added foreign-made "advanced robotic devices" — humanoids, quadrupeds — to its Covered List, blocking new authorizations. August 13, the White House used Section 232 to impose tariffs of up to 100% on Chinese-made drones and their components.📷 Neither move is really about drones…
5:11 PM ET
@BillHughesDC
5:11 PM ET@BillHughesDC
Committee on Foreign Investment in the United States, Annual Report to Congress, Report Period: CY 2025
COMMITTEE ON FOREIGN INVESTMENT IN THE UNITED STATES ANNUAL REPORT TO CONGRESS Report Period: CY 2025 CFIUS – ANNUAL REPORT TO CONGRESS – CY 2025 This page is intentionally left blank. CFIUS – ANNUAL REPORT TO CONGRESS – CY 2025 CFIUS ANNUAL REPORT TO CONGRESS REPORT PERIOD: CY 2025 CFIUS – ANNUAL REPORT TO CONGRESS – CY 2025 This page is intentionally left blank. CFIUS – ANNUAL REPORT TO CONGRESS – CY 2025 TABLE OF CONTENTS MESSAGE FROM ASSISTANT SECRETARY OF THE TREASURY FOR INVESTMENT SECURITY CHRIS PILKERTON....... viii THE COMMITTEE ON FOREIGN INVESTMENT IN THE UNITED…
4:14 PM ET
SPSpaceX
4:14 PM ETSPSpaceX
@elonmusk on X
SpaceX and Tesla are each building 100GW/year of solar production capacity as fast as possible, but natural gas will still be needed to supplement and bootstrap solar for several years. The limiting factor for nat gas turbine production is casting the blades & vanes. By doing in-house casting at SpaceX, we can accelerate nat gas turbines coming online by up to 18 months, which is a profound game-changer.
3:01 PM ET
Figure
3:01 PM ETFigure
@IntEngineering on X
Figure founder Brett Adcock has posted video of the company's humanoid climbing 15 feet up a ladder and 15 feet back down with no human input, three weeks after its first autonomous ladder climb. Figure credits its Helix AI system, whose System 0 layer runs balance and contact control a thousand times a second using stereo camera vision alongside the robot's own sense of body position. Figure has not released the technical details and the demonstration has not been independently verified.
Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with your voice Sign in Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators) Tap to unmute 2x Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators) SemiAnalysis 19,743 views 4 days ago Copy link Info Shopping If playback doesn't begin shortly, try restarting your device. • You're signed out Videos you watch may be added to the TV's watch history and influence TV…
11:00 AM ET
Nvidia
$NVDA
11:00 AM ETNvidia
Nvidia Wants to Run the World’s Robots. China Is an Eager Customer. - WSJ
Skip to Main Content Skip to... Select - What to Read Next - Most Popular News - Most Popular Opinion DJIA\\ \\ 52766.88\\ \\ -0.79% S&P 500\\ \\ 7631.47\\ \\ -0.71% Nasdaq\\ \\ 26099.77\\ \\ -1.03% Russell 2000\\ \\ 2920.13\\ \\ -1.23% U.S. 10 Yr\\ \\ -1/32\\ \\ 4.804% VIX\\ \\ 16.34\\ \\ 9.52% Gold\\ \\ 4378.40\\ \\ -0.41% Bitcoin\\ \\ 77402.94\\ \\ 0.18% Crude Oil\\ \\ 90.77\\ \\ 0.61% Dollar Index\\ \\ 95.91\\ \\ 0.01% KBW Nasdaq Bank Index\\ \\ 183.86\\ \\ -0.84% S&P GSCI Index Spot\\ \\ 735.66\\ \\ 0.17% Advertisement This copy is for your personal, non-commercial use only. Distribution…
10:03 AM ET
@Olivier__OG
10:03 AM ET@Olivier__OG
@Olivier__OG on X
𝐄𝐱𝐞𝐜𝐮𝐭𝐢𝐨𝐧: 𝑾𝒉𝒂𝒕 𝑨𝑰 𝒍𝒐𝒐𝒌𝒔 𝒍𝒊𝒌𝒆 🥽 Xiaomi is testing humanoid robots inside its EV factory. Not on a stage. On the production floor. One robot handles components and folds storage boxes. Another robot captures the work from inside the factory. That may look simple. It is not. Factories are unforgiving environments. A lab can tolerate repeated failure. A production line cannot. That is why this matters. Material handling. Sorting. Logistics support. Box folding. Component movement. Routine industrial tasks. These are the jobs where humanoids may first create value. Not by…
9:50 AM ET
Agility Robotics
9:50 AM ETAgility Robotics
@HumanoidInvest on X
$CCXI 🤖 $AGLT @agilityrobotics J.P. Morgan just outlined the upcoming Humanoid robotics bottleneck Demand will be outweighing supply by a large margin Q4 2026 Should be interesting as Agility becomes the first public USA pure play Humanoid robotics company @ a pre money valuation of $2.5 billion 🇺🇸 They’ve already lined up 3 investor conferences for September & the CFO will be available for one-on-one meetings with institutional investors. Agility will also be unveiling their new v5 “Digit” Humanoid by year end Personally, this is the only sector I’m genuinely excited to be a market…
9:28 AM ET
@techniahqrobot
9:28 AM ET@techniahqrobot
@techniahqrobot on X
BeyondMimic is now in Science Robotics. Berkeley and Stanford used a Unitree G1 to track human motions like sprinting, spin-kicks and cartwheels, then used guided diffusion to combine those skills for waypoint navigation and obstacle avoidance. mocap is still used for obstacle and waypoint locations, plus some state estimation. Humanoid agility is advancing fast. How much of it still depends on external sensing infrastructure? #HumanoidRobots #Robotics #PhysicalAI
9:26 AM ET
@techniahqrobot
9:26 AM ET@techniahqrobot
@techniahqrobot on X
BeyondMimic is now in Science Robotics. Berkeley and Stanford used a Unitree G1 to track human motions like sprinting, spin-kicks and cartwheels, then used guided diffusion to combine those skills for waypoint navigation and obstacle avoidance. mocap is still used for obstacle and waypoint locations, plus some state estimation. Humanoid agility is advancing fast. How much of it still depends on external sensing infrastructure? #HumanoidRobots #Robotics #PhysicalAI
7:46 AM ET
LILightberry
7:46 AM ETLILightberry
Lightberry Unveils Lumi: A $40k Interactive Humanoid Built on a Unitree Core | Humanoids Daily
Search articles Lightberry designed Lumi with a rounded, character-driven aesthetic and animated digital eyes, aiming to make social humanoids feel approachable. Key Takeaways Show all - San Francisco startup Lightberry has launched reservations for Lumi, a $39,990 bipedal robot aimed at commercial entertainment, marketing, and developer deployments. - While mechanically derived from the Unitree G1 platform, Lumi replaces stock components with custom sensors, an 8-microphone beamforming array, and an NVIDIA Jetson Thor T4000 compute module. - Lightberry confirmed to Humanoids Daily that its…
6:01 AM ET
HYHyundai
6:01 AM ETHYHyundai
South Korea Commits KRW 2.3 Trillion to Build Full-Stack Humanoid Robotics Ecosystem by 2030 | Humanoids Daily
Search articles Key Takeaways Show all - Dedicated Humanoid Capital: South Korea is investing KRW 2.3 trillion ($1.66 billion) through 2030 to build an indigenous, full-stack humanoid robotics industry, backed by an additional KRW 2.8 trillion ($2.0 billion) for field verification. - Aggressive Localization Targets: The plan seeks to raise domestic localization of core humanoid components from 45% to 80%, transitioning legacy auto parts manufacturers into precision robotics suppliers. - State Procurement Pipeline: The government will purchase 1,080 humanoid robots and roughly 5,000 total…
5:43 AM ET
@realgalleryx
5:43 AM ET@realgalleryx
@realgalleryx on X
서랍이 안 열리자 수저를 오븐에 넣었다. Physical Intelligence를 만든 Sergey Levine이 Ryan Peterman 앞에서 말한 평가 장면이다. 모델은 π0.5다. 주방에서 수저를 넣으라고 했는데 서랍이 안 열렸다. 옆에 오븐이 있으니 그걸 열고 넣기 시작했다. 아이한테 치우라고 하면, 안 보이게만 넣기도 한다는 것이다. 접시 닦기도 그랬다. 회색, 초록, 하나를 떨어뜨리자 본체가 그 위로 가서 가렸다. 그리고 메모에는 회색 접시는 닦았다고 적혀 있었다. 예전 로봇 실수는 말이 안 되는 버그였다. 지금은 애가 하는 실수다. 이제 자라기만 하면 된다고 했다. 데모가 사람처럼 보일수록, 사람처럼 숨기는지도 같이 보면 된다.
11:00 PM ET
Google DeepMind
$GOOGL
11:00 PM ETGoogle DeepMind
Gemini Robotics 2 brings whole body intelligence to robots - YouTube
Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with your voice Sign in Gemini Robotics 2 brings whole body intelligence to robots Tap to unmute 2x Gemini Robotics 2 brings whole body intelligence to robots Google DeepMind 324,052 views 1 month ago Copy link Info Shopping If playback doesn't begin shortly, try restarting your device. • You're signed out Videos you watch may be added to the TV's watch history and influence TV recommendations. To avoid…
9:06 PM ET
@fuelmeupcc
9:06 PM ET@fuelmeupcc
@fuelmeupcc on X
150+ humanoid companies in China, and most run on state money per the NDRC. Great arms, dumb brains. The hardware is cheap because Beijing subsidizes it, the intelligence is the wall nobody can buy their way over. Output tops 10,000 units in 2025 but a robot that needs a researcher steering its wrist isn't replacing a warehouse worker. Cheap bodies scale fast. General-purpose smarts don't.
7:24 PM ET
Tesla
$TSLA
7:24 PM ETTesla
Chinese automakers are following Tesla’s bet that robots are the next big profit machine | TechCrunch
Skip to content Image Credits: Zhang Haofu/Xinhua / Getty Images Robotics Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link Chinese automakers are following Tesla’s bet that robots are the next big profit machine Kirsten Korosec 4:24 PM PDT · August 28, 2026 Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link The hype around humanoid robots isn’t particularly new. Thank Tesla CEO Elon Musk and his Optimus robot, as well as the myriad videos of Boston Dynamics’ Atlas robot, for that. Behind that hype, though, there…
4:12 PM ET
NVIDIA
$NVDA
4:12 PM ETNVIDIA
@csentropy on X
In robot control ER 2 competes with NVIDIA's open Isaac GR00T family (GR00T N1.7, Cosmos Reason), Physical Intelligence's π-series, Figure's Helix, and OpenVLA. In interoperability standards, MHS enters a space already occupied by SiLA 2 (the most mature open lab-connectivity standard, built on gRPC/Protocol Buffers with mDNS discovery), OPC-UA (the dominant industrial M2M standard, IEC 62541, 150+ companion specs), ROS/ROS 2 (the de-facto robotics middleware; ROS 1 support ended May 2025), and LabOP/Autoprotocol (protocol-description standards). MHS's differentiated wedge is being the first…
4:12 PM ET
Gemini Robotics
$GOOGL
4:12 PM ETGemini Robotics
@csentropy on X
Announced July 30, 2026 (author Carolina Parada) as part of Gemini Robotics 2, three models: Gemini Robotics 2 (VLA) converts vision+language into motor control first DeepMind VLA to control a full humanoid feet-to-fingertips under one checkpoint. Partner-only. Gemini Robotics ER 2 (VLM) the embodied-reasoning brain; publicly available. Gemini Robotics On-Device 2 (VLA) runs locally, adapts to new embodiments in a few hours. Partner-only.
4:00 PM ET
NVIDIA
$NVDA
4:00 PM ETNVIDIA
Conference & Program | embeddedworld North America 2026
Skip to main content Skip to footer Conference & Program The premier demonstration and information sharing platform for the embedded community. Innovation, networking and knowledge are all on display. Make the most of the program with the Mobile App - explore sessions and plan your visit. Search for Sessions here! Day 1-3 Tech Sessions Schedule Day 1Tue · Sep 22Day 2Wed · Sep 23Day 3Thu · Sep 24 Exhibition Open 11:00 AM – 6:00 PM Keynote9:30 – 10:30 AM The Next Evolution of Embedded: Open Platform for Autonomous, Agentic Systems Deepu Talla— VP Robotics & Edge AI, NVIDIA Day 1:1 Technical…
2:10 PM ET
https://x.com/LerrelPinto
2:10 PM EThttps://x.com/LerrelPinto
Lerrel Pinto on X: "Turns out that doing In-context learning for robots is not that hard..." / X
Post Log in Sign up Post Lerrel Pinto on X: "Turns out that doing In-context learning for robots is not that hard..." - Lerrel Pinto @LerrelPinto Turns out that doing In-context learning for robots is not that hard... 00:00 View media 2:10 PM · Aug 28, 2026267.7KViews 26 33 569 205 - ismaelvega @notismaelvega Aug 28 it's right behind me isn't it View media Reply 40 4.9K - Chenhao Li @breadli428 Aug 28 I feel this is a not very well-defined area where we know how “OOD” the task is. 2 22 3.4K - Heeger @GChongkai Aug 28 What's the difference between in-context learning and those one-shot…
1:30 PM ET
@du_maximilian
1:30 PM ET@du_maximilian
MemoryAnchors
01 · Continual Learning Challenge Data Sensitivity in Continual Robot Learning To understand Memory Anchors, we first need to take a closer look at why robot policies forget old tasks when learning new ones. Sequential Task Learning We explore the problem setting of imitation learning on tasks in sequence. Drag the slider to step through ten tasks. The horizontal axis is the learning progress, and the vertical axis is the evaluated tasks. The lighter the off-diagonal elements, the worse the forgetting. ER buffer size 0.5% (Tiny)1% (Small)5% (Medium) Training stage 12345678910 Stage 5 of 10…
11:19 AM ET
ARAxis Robotics
11:19 AM ETARAxis Robotics
Cicada Market Making on X: "https://t.co/26k9SK56mf" / X
Post Log in Sign up Post - Cicada Market Making @cicada\mm Inside Robotics and Physical AI Featuring insights from Axis Robotics In 2026, the artificial intelligence industry learned to solve the compute problem. GPUs are becoming more accessible, models are cheaper to run inference on, cloud infrastructure keeps growing. But the next wave of AI, robotics and Physical AI, has a completely different problem. It all comes down to data that simply does not exist in the volume needed. No Internet for Robots LLMs grew out of a foundation that already existed. Decades of text on the internet,…
10:56 AM ET
GEGeneralist
10:56 AM ETGEGeneralist
@chris_j_paxton on X
In-Context Learning Results Hint at a “GPT Moment” for Robotics For general-purpose robots to be useful and economical, you need to be able to teach them new skills on the fly. And now we can see how this will work, with in-context long horizon video demonstrations shown by companies like Generalist, Skild, Rhoda, Rhoda, and RobbyAnt. The idea is simple: prompt with a demonstration, mixed video and proprioception information. Language isn't enough -- it doesn't specify the problem well enough. And it's starting to really work. more in blog post
10:11 AM ET
A1a16z
10:11 AM ETA1a16z
Why Top Founders Are Racing Into AI Infrastructure - YouTube
Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with your voice Sign in Why Top Founders Are Racing Into AI Infrastructure Tap to unmute 2x Why Top Founders Are Racing Into AI Infrastructure a16z 90,021 views 4 days ago Copy link Info Shopping If playback doesn't begin shortly, try restarting your device. • You're signed out Videos you watch may be added to the TV's watch history and influence TV recommendations. To avoid this, cancel and sign in to…
9:24 AM ET
BMW
9:24 AM ETBMW
@HumanSapiensX on X
FIGURE 03 JUST ENTERED THE BMW FACTORY. 🤖🏭 Figure 02 helped build 30,000+ BMW X3s in 2025. Now Figure 03 is taking over — and its job is getting much harder. Not just moving parts. It sorts unordered components, sequences them, and pulls loaded carts using whole-body AI control powered by Helix 02. Humanoids are moving from demos to the factory floor. 🚀
6:51 AM ET
https://x.com/poezhao0605
6:51 AM EThttps://x.com/poezhao0605
Poe Zhao on X: "Reuters just published a special investigation on China's humanoid robot boom. I contributed analysis at three points, and together they form one argument.
Start with pricing. China's capital markets have priced humanoid technology very aggressively. Investors are essentially betti… / X
Post Log in Sign up Post Poe Zhao on X: "Reuters just published a special investigation on China's humanoid robot boom. I contributed analysis at three points, and together they form one argument. Start with pricing. China's capital markets have priced humanoid technology very aggressively. Investors are essentially betting on future general-purpose usefulness, not current capability. Then look at where the robots actually work. The economics do not support widespread deployment today. Near-term demand will stay concentrated in dangerous, repetitive and structured work. The real long-term…
4:00 AM ET
FIFigureAI
4:00 AM ETFIFigureAI
XMAQUINA on X: "This week @FigureAI launches Index, the largest physical robot training dataset in the world.
30 minutes of video uploads per second.
16M video uploads.
$15M paid to data creators.
Figure says it's committing $1B over the next 12 months on data and compute." / X
Post Log in Sign up Post XMAQUINA on X: "This week @FigureAI launches Index, the largest physical robot training dataset in the world. 30 minutes of video uploads per second. 16M video uploads. $15M paid to data creators. Figure says it's committing $1B over the next 12 months on data and compute." - XMAQUINA @xmaquina This week @FigureAI launches Index, the largest physical robot training dataset in the world. 30 minutes of video uploads per second. 16M video uploads. $15M paid to data creators. Figure says it's committing $1B over the next 12 months on data and compute. 00:00 View media…
3:24 AM ET
@techniahqrobot
3:24 AM ET@techniahqrobot
@techniahqrobot on X
This might be one of the strongest humanoid locomotion demos yet. SOLO completed a continuous 1.5 km outdoor route using one chest mounted depth camera and proprioception crossing stairs, slopes, grass and uneven ground. No external localization or mapping. The same locomotion tech was used on Tiangong Omni at the 2026 World Humanoid Robot Games. @Xhumanoid_BJ #HumanoidRobot #Robotics #EmbodiedAI #Tiangong
2:17 AM ET
1X Technologies
2:17 AM ET1X Technologies
@marketmaker_hq on X
10,000 humanoid robots sold out in 5 days generating $200,000,000+ in pre-orders overnight OpenAI backed 1X Technologies just proved consumer demand for home bots is officially reaching mass hysteria with NEO: • Price: $20,000 flat (or $499/month, less than leasing a sedan) • Design: Soft fabric body with muscle like tendon actuators (no rigid steel gears) • Weight: 62 kg, completely unassisted spatial AI • Demand: 1X is already rushing a dedicated California mega factory just to scale production The physical robotics boom is arriving faster than predicted but hardware is only half the…
2:00 AM ET
ARAxis Robotics
2:00 AM ETARAxis Robotics
@axisrobotics on X
Announcing our partnership with @Dexmal_AI About Dexmal: Dexmal is a technology company focused on general-purpose embodied intelligence, committed to building intelligent, useful, and trustworthy robots. As a core data infrastructure partner, Axis is teaming up with Dexmal to empower their VLA and world models through large-scale egocentric, simulation, and real-world data production. Backed by successful enterprise data deployments, this milestone highlights the scale, precision, and production-grade reliability of Axis’s compounding physical data engine. Together, we are establishing the…
1:43 AM ET
ARAxis Robotics
1:43 AM ETARAxis Robotics
@em3kagmi on X
Many People believe Physical might be unachievable not because robots lack arms or GPUs rather, because robots do not have enough real training data. Normal AI LLM can train on text that already exists on the internet but Robots cannot. A robot needs recordings of physical actions like how an arm moves, how a grasp starts to slip, or how an object sits at a slightly different angle. That data is expensive to collect in a lab, slow to produce, and usually too clean to match the real world. @axisrobotics approaches this differently by using a distributed network to collect physical interaction…
Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with your voice Sign in 【中国製人型ロボットを分解】「Unitree G1」の構造を徹底分析｜人の動きをどう再現？｜高い運動能力の秘密 Tap to unmute 2x 【中国製人型ロボットを分解】「Unitree G1」の構造を徹底分析｜人の動きをどう再現？｜高い運動能力の秘密 日経クロステック【公式】 381,092 views 1 month ago Copy link Info Shopping If playback doesn't begin shortly, try restarting your device. • You're signed out Videos you watch may be added to the TV's watch history and influence TV recommendations. To avoid this,…
8:13 PM ET
Physical Intelligence (π)
8:13 PM ETPhysical Intelligence (π)
Physical Intelligence (π)
Physical Intelligence is bringing general-purpose AI into the physical world. We are a group of engineers, scientists, roboticists, and company builders developing foundation models and learning algorithms to power the robots of today and the physically-actuated devices of the future. We're looking to add a small number of people to our team and have listed a few of the roles we're hiring for below. That said, we're always on the lookout for the exceptional. If none of these roles quite describe you, tell us what does and why you'd be excited to work at PI — by applying under…
8:00 PM ET
CECerebras
8:00 PM ETCECerebras
Cerebras's Next Generation CS-4: Fast Just Got Faster
SubscribeSign in Cerebras's Next Generation CS-4: Fast Just Got Faster Double the Performance, Double the Power, Double the Fun Myron Xie, Bryan Shan, Wega Chu, and 2 others Aug 18, 2026 ∙ Paid 136 6 Share Cerebras revealed CS-4 this week, with more details to come at Hot Chips. CS-4 is their fourth-generation rack built around the same third generation 5nm wafer-scale engine: WSE-3. CS-4 doubles the performance of CS-3 through increased power consumption and clock frequency per wafer, and better rack-scale density. This all translates into CS-4 being able to double the tokens/s/user per…
7:05 PM ET
Tesla
$TSLA
7:05 PM ETTesla
Optimus Just Entered Production at Fremont. Here's What Changes for Tesla Investors. | The Motley Fool
Most people watch Figure 03 walk and look at the legs. But a lot of the interesting work is happening underneath. Figure’s Helix 02 uses three control layers. System 2 understands the scene the instruction and the goal. System 1 turns that into full-body joint targets at 200 Hz. System 0 runs at 1,000 Hz constantly adjusting balance, contact and coordination. So even a simple step is the result of several control loops working together in real time. That is what makes these humanoid interesting. The movement may look simple from the outside, but the control system behind it is doing a huge…
3:04 PM ET
@TheSanctuaryAI
3:04 PM ET@TheSanctuaryAI
@TheSanctuaryAI on X
Robots Doing Stuff #64 | Delicate Object Handling Will you find crackers and grapes on the production floor? Probably not. But what you will find are tasks that require the manipulation of delicate, irregular, and easily damaged objects. Brittle crackers and soft grapes provide a simple way to put those capabilities to the test. Handling objects like these requires precise force control and continuous adjustment. The hand must maintain a secure grasp without crushing, cracking, or dropping each object as it transfers it to the plate. It makes for a great demo… and a great snack. #Dexterity…
2:13 PM ET
DRDYNA Robotics Inc.
2:13 PM ETDRDYNA Robotics Inc.
Careers — DYNA
Contact11:33 AM Name Email Company Team Size 1-2021-5051-100100+ Message BusinessMediaInvestorOther Submit See all open positions Human intelligence wanted. \[ Who we Are \] We’reresearchers,engineers,andoperators(androbots)workingatthefrontierofembodiedAI.Theresearchishard.Thedeploymentisharder.Theopportunityismassive.Ifyouwanttodoworkthatactuallyworksintherealworld,joinus. Department: Machine LearningSoftwareRoboticsHardwareEngineeringResearchData OperationsOperationsMarketing & SalesPeopleProductRobot Safety Operations Title:Location:Type: Machine Learning \\ \\ ML Infrastructure Engineer,…
2:13 PM ET
DYDynaRobotics
2:13 PM ETDYDynaRobotics
@DynaRobotics on X
Then we realized there is more. A fully folded napkin is not a finished job. It has to land in a bin, stacked, ready for staff to carry out so they can serve their guests. For months our napkins were folded well, but the bins were disorganized and ruined output quality drastically. The robot was placing each napkin wherever it happened to land, so staff had to square up the stacks before carrying them out. Ten positions in one small bin look nearly identical to the robot. Nothing in the scene tells it what comes next, only the instruction does. Precise language following in Dyna-2 is what…
2:13 PM ET
DYDynaRobotics
2:13 PM ETDYDynaRobotics
@DynaRobotics on X
Let’s dive into the facts. The small details we obsessed about and actually closed the gaps. To keep one Din Tai Fung dining room supplied, a robot has to produce 1,500 table-ready napkins in a day’s shift. A year ago, ours managed 480 with Dyna-1. Today with Dyna-2, we clear well over 1,500 napkins, 2.7x faster and at higher quality. None of it came from one-off solutions engineering. And the performance gains didn’t come from the pre-training alone, but the extensive systems around it.
2:13 PM ET
DYDynaRobotics
2:13 PM ETDYDynaRobotics
@DynaRobotics on X
Waymo was founded in 2009. Their demo took 18 months. Their first driverless rides opened to the public in 2020. It's easy to show a demo. What comes after are the edge cases, recovery, uptime, integrations, and the small failures that only show up once a robot has done the job every day for months. In the field. We spent the past year in that "after" with our customers, running their napkin operations day in and day out. Twelve months ago, Dyna-1 was the most reliable robot foundation model DEMO published at the time. Today the comparison with Dyna-2 is stark.
2:13 PM ET
DRDyna Robotics
2:13 PM ETDRDyna Robotics
Dyna Robotics on X: "After so many demos, models, pilots, robots are still struggling to land real deployments with real customers. Until now.
Today we’re excited to share that our robots have successfully crossed the ROI threshold, and Din Tai Fung, one of the highest revenue per location restaur… / X
Post Log in Sign up Post Dyna Robotics on X: "After so many demos, models, pilots, robots are still struggling to land real deployments with real customers. Until now. Today we’re excited to share that our robots have successfully crossed the ROI threshold, and Din Tai Fung, one of the highest revenue per location restaurant chain in the US, is rolling out Dyna robots across its extensive restaurant network. This brings our rollouts across hotels, logistics, data centers, and many other use cases to a fleet that reaches hundreds of robots by the first half of 2027. And we’re just getting…
2:13 PM ET
DRDyna Robotics
2:13 PM ETDRDyna Robotics
Dyna Robotics on X: "After so many demos, models, pilots, robots are still struggling to land real deployments with real customers. Until now.
Today we’re excited to share that our robots have successfully crossed the ROI threshold, and Din Tai Fung, one of the highest revenue per location restaur… / X
Post Log in Sign up Post Dyna Robotics on X: "After so many demos, models, pilots, robots are still struggling to land real deployments with real customers. Until now. Today we’re excited to share that our robots have successfully crossed the ROI threshold, and Din Tai Fung, one of the highest revenue per location restaurant chain in the US, is rolling out Dyna robots across its extensive restaurant network. This brings our rollouts across hotels, logistics, data centers, and many other use cases to a fleet that reaches hundreds of robots by the first half of 2027. And we’re just getting…
1:00 PM ET
Unitree
1:00 PM ETUnitree
@antopatrex1 on X
unitree IPO'd and was oversubscribed 8,000x by retail investors. backed by deepseek and a state oil company. shipped 5,500 humanoids last year. valued at $9B. this is what industrial policy looks like when a country decides to win:
12:55 PM ET
GOGoogleDeepMind
12:55 PM ETGOGoogleDeepMind
@GoogleDeepMind on X
From weather forecasting to robotics, intelligent decision-making relies on understanding the unknown. Our VP Research @ZoubinGhahrama1 explores with @fryrsquared why teaching systems self-doubt and probability can lead to safer, more reliable real-world decision-making. 🧠 Watch the episode ↓ Timecodes: 00:00 Introduction 01:06 The role of uncertainty 07:45 Correctness vs confidence 09:40 Historical perspectives 16:10 Bayesian thinking in AI 26:30 Uncertainty in the real world 36:42 Future research and AGI
12:39 PM ET
Hugging Face
12:39 PM ETHugging Face
@TheHumanoidHub on X
Home robots are coming. The first ones in will be the small ones that are safe around kids and pets. Hugging Face's Pollen Robotics just opened pre-orders for Microduck, a $399 biped. 25cm, under 800g, 15 motors, a camera, a small LiDAR, two IMUs, and an articulated beak that picks things up. Ships with 7 pre-trained behaviors including walking, kicking, and roller skating. Open on GitHub under Apache-2.0: the SDK, the simulator, and the RL training pipeline. So you can teach it new tricks.
10:05 AM ET
HYHyundai
10:05 AM ETHYHyundai
@StragglerLiu on X
At Hyundai Motor's 2026 CEO Investor Day on August 26, CEO José Muñoz made a statement that deserves serious attention: Hyundai is considering selling Boston Dynamics' humanoid robot Atlas through its existing automotive dealer network. Hyundai Capital is exploring financing options for robot sales — the same structures used to finance car purchases. This is not another "automaker experiments with robotics" story. This is Hyundai putting a humanoid robot into the commercial infrastructure it spent 60 years building to sell cars. The roadmap: 2026: RMAC (Robot Metaplant Application Center) in…
10:00 AM ET
Google DeepMind
$GOOGL
10:00 AM ETGoogle DeepMind
Piloting the world's first double-blind AI evaluations — Google DeepMind
Skip to main content August 27, 2026 Responsibility & Safety Piloting the world's first double-blind AI evaluations William Isaac, Sol Messing and Kristian Lum Share Building trust in proprietary model benchmarks using cryptographically secure environments Imagine a student is set to take a high-stakes exam. If they accidentally peek at the test questions in advance, achieving a perfect score is influenced by this knowledge, making it a meaningless accomplishment. To truly measure what they know, they must have no visibility of the test questions until it's time to take the exam. That is the…
9:58 AM ET
PEPerceptron
9:58 AM ETPEPerceptron
@TheHumanoidHub on X
Perceptron's Isaac 0.5 is a 36B open-weight embodied foundation model with only 2.5B active per token. The model - Perception, reasoning, and control all read from one shared backbone, so it makes visual decisions mid-trajectory - Null-expert routing lets each token use between zero and eight of the 256 experts - 35+ embodiments and 100k+ hours of demonstrations, so policies port across robots fast The result Scaling general video from 1,000 to 1M hours cut the teleoperation needed to hit their action-loss target from 5,884 hours to 28. On most benchmarks for spatial, physical, and grounding…
9:52 AM ET
Fourier
9:52 AM ETFourier
Mayank Vora on X: "🤝 FOURIER GR-3 CARE ROBOT
Not every robot at the conference was built for factories.
The human-sized GR-3 is covered in soft material and responds through vision and touch. It is designed for companionship, education, public services and elderly care." / X
Post Log in Sign up Post Mayank Vora on X: "🤝 FOURIER GR-3 CARE ROBOT Not every robot at the conference was built for factories. The human-sized GR-3 is covered in soft material and responds through vision and touch. It is designed for companionship, education, public services and elderly care." - Mayank Vora @aiwithmayank Aug 27 China just showed what the next generation of robots will actually look like. Not prototypes trapped inside laboratories, but machines designed to carry people, pack phones, sort parcels and care for the elderly. Here are the wildest robots from Beijing’s 2026 World…
8:42 AM ET
HYHyundai
8:42 AM ETHYHyundai
@CyberRobooo on X
Hyundai is considering selling its humanoid robot Atlas through its dealer network. At Hyundai Motor's 2026 CEO Investor Day event yesterday... Hyundai plans to deploy Boston Dynamics’ Atlas at its own automotive factories, but it is also discussing bringing robots into its existing dealer and financial network. Hyundai CEO José Muñoz said the group already has potential distribution channels through dealer partners, while Hyundai Capital is exploring whether it can finance robot sales. In simple terms, companies could eventually be able to get a robot through Hyundai’s own network, with…
6:48 AM ET
AGAGIBOT
6:48 AM ETAGAGIBOT
@techniahqrobot on X
AGIBOT just dominated its debut at the 2nd World Humanoid Robot Games in Beijing. The company finished #1 in both the gold medal table and the overall medal table: • 18 gold medals • 16 silver medals • 12 bronze medals • 46 medals total What stands out is the hardware behind those results. AGIBOT says its competition lineup, including OmniHand, G2, A3 and X2, consists of robots already in mass production or deployed in real-world applications, rather than machines built only for competition. Some of the strongest results: • OmniHand reached all 8 dexterous-hand finals and won 7 gold medals,…
6:31 AM ET
PRPollen Robotics
6:31 AM ETPRPollen Robotics
Microduck - A tiny biped robot you can teach new tricks | Pollen Robotics
AV-1 MicroduckMade to move · Ready to learn A 25 cm open-source biped you train yourself with reinforcement learning. Playable out of the box. Pre-order for $399 Pre-orders open August 27, 2026★$399 before taxes and shipping★Open source★Pre-orders open August 27, 2026★$399 before taxes and shipping★Open source★Pre-orders open August 27, 2026★$399 before taxes and shipping★Open source★Pre-orders open August 27, 2026★$399 before taxes and shipping★Open source★Pre-orders open August 27, 2026★$399 before taxes and shipping★Open source★Pre-orders open August 27, 2026★$399 before taxes and…
5:18 AM ET
NVIDIA
$NVDA
5:18 AM ETNVIDIA
Shuddhatma Jain on X: "Sanja Fidler quit her job running NVIDIA's Toronto AI lab, started a company three months ago, and has already pulled in $90 million without shipping a single product.
nobody is betting on a robot here. they're betting she can build the world robots learn inside 🧵" / X
Post Log in Sign up Post Shuddhatma Jain on X: "Sanja Fidler quit her job running NVIDIA's Toronto AI lab, started a company three months ago, and has already pulled in $90 million without shipping a single product. nobody is betting on a robot here. they're betting she can build the world robots learn inside 🧵" - Shuddhatma Jain @decepticons0101 Sanja Fidler quit her job running NVIDIA's Toronto AI lab, started a company three months ago, and has already pulled in $90 million without shipping a single product. nobody is betting on a robot here. they're betting she can build the world robots…
4:00 AM ET
ARAxis Robotics
4:00 AM ETARAxis Robotics
Axis Robotics × Booster: From Digital Twins to a Robot Data Engine
Back How task-aligned simulation, real demonstrations, and continued pretraining can make each new Booster task easier to build than the last. Robot learning has a model problem. More importantly, it has a data-operations problem. Figure — Axis’s simulation solution spans third-person, head, and wrist observations while varying appearance, materials, object layout, lighting, and scene context. The objective is to preserve task structure while varying the details that should not control the policy. Introduction For robotics companies building new embodiments—and, increasingly, for the entire…
1:16 AM ET
Unitree Robotics
1:16 AM ETUnitree Robotics
How Many Humanoid Robots Have Actually Been Sold in 2026? - Humanoid Analytics
Close Menu - Companies - Company Tracker - Deployment Tracker - Funding Tracker - Deployments - Technology - Funding - Markets - Our Services X (Twitter) Mastodon LinkedIn Switch to Dark Design - easier on eyes.Switch to Light Design. Search Switch to Dark Design - easier on eyes.Switch to Light Design. Search Markets How Many Humanoid Robots Have Actually Been Sold in 2026? Unitree shipped 5,511 humanoids but recognized 5,215 sales in 2025. That 296-unit gap shows why 2026 shipment estimates cannot be treated as a global sales count. By Humanoid AnalyticsAugust 27, 20269 Mins Read…
China can build kung fu-fighting robots. But it can’t get them to do factory work | Reuters
Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv LIUZHOU, China - Inside a training center in southern China, more than 100 humanoid robots stand in neat rows. A dozen human trainers wearing headsets guide some of them through simple tasks – sorting crates, packaging noodles, making coffee. The humanoids are slow and awkward. A novice trainer might get them to produce one usable movement in 300 attempts; an experienced trainer, one in 50. Robot maker UBTech won an $18 million tender from the Guangxi regional government last…
11:41 PM ET
Unitree
11:41 PM ETUnitree
@heyshrutimishra on X
Unitree's humanoid robots went viral doing kung fu at China's New Year Gala. Search volume jumped 300%. Orders doubled within hours. Then the company went public on Shanghai's STAR Market. The IPO raised $904 million. The stock surged 460% on day one, peaking at 629% above the offer price. Retail investors oversubscribed it 8,000 times. China now ships 97% of the world's humanoid robots. Unitree and AgiBot control three quarters of the market. Global shipments surged 272% YoY in the first half of 2026. The stock has since plunged 45% from its peak.
5:57 PM ET
HMHyundai Motor Group
5:57 PM ETHMHyundai Motor Group
Hyundai Says Atlas Will Not Replace Workers — One Day After Settling a Strike Over Exactly That | Humanoids Daily
Search articles Key Takeaways Show all - CEO José Muñoz told investors that Hyundai's US robot plant will start production in 2028 with 30,000 units of annual capacity, calling it "the world's first large-scale commercial robotics manufacturing facility" - 25,000 of those units are already committed, beginning with Hyundai Motor Group Metaplant America — meaning roughly 83 percent of first-year output is destined for Hyundai's own factories, not external customers - Muñoz devoted a scripted passage to insisting "robots are not replacing humans," one day after Hyundai's Korean union reached a…
4:53 PM ET
MRMenlo Research
4:53 PM ETMRMenlo Research
Asimov 1 DIY Humanoid Kits Begin Shipping as Team Details Final Costs | Humanoids Daily
Search articles Key Takeaways Show all - The first production batch of the open-source Asimov 1 DIY humanoid kit is shipping to early builders after moving through fabrication. - Pricing is finalized at $20,000 delivered, accounting for international shipping and tariffs alongside bulk actuator procurement. - The 1.2-meter bipedal platform arrives as a modular kit requiring an estimated 100 hours of assembly across mechanical, wiring, and compute systems. - The project relies on off-the-line 3D-printed parts and open-source CAD blueprints to bypass proprietary supply chain bottlenecks and…
4:05 PM ET
NVIDIA
$NVDA
4:05 PM ETNVIDIA
How to Train a Cross-Embodiment Robot Navigation Policy with AI Agents | NVIDIA Technical Blog
Technical Blog Subscribe Related Resources Robotics English한국어中文 How to Train a Cross-Embodiment Robot Navigation Policy with AI Agents Aug 26, 2026 By Yan Chang, Mihir Acharya, Wei Liu, Katie Washabaugh and Aishwarya Singh +9 Like Discuss (0) - L - T - F - R - E AI-Generated Summary - COMPASS adapts the pretrained NVIDIA X-Mobility policy into residual specialists for specific robots and environments using reinforcement learning. - An agent-driven workflow with human approval gates automates environment validation, scene preparation, smoke testing, residual training, checkpoint evaluation,…
4:04 PM ET
Agility Robotics
4:04 PM ETAgility Robotics
Agility on X: "Whole-body range of motion, stress-tested by a workout class. Every joint in sync — timing, velocity, balance. The same control Digit uses on a real warehouse floor.
#Agility #DigitRobot" / X
Post Log in Sign up Post Agility on X: "Whole-body range of motion, stress-tested by a workout class. Every joint in sync — timing, velocity, balance. The same control Digit uses on a real warehouse floor. \#Agility \#DigitRobot" - Agility @agilityrobotics Whole-body range of motion, stress-tested by a workout class. Every joint in sync — timing, velocity, balance. The same control Digit uses on a real warehouse floor. #Agility #DigitRobot 00:00 View media 4:04 PM · Aug 26, 202611.3KViews 9 4 42 7 - Capital\Squeeze❄️ @CapitalSqueez Aug 27 Agility Robotics’ Digit is positioned to disrupt and…
3:42 PM ET
LIlightberry
3:42 PM ETLIlightberry
Robert Scoble on X: "This San Francisco robot can “see” you even if you are standing behind it thanks to a new array microphone that @lightberry and built.
As soon as you open your mouth that is.
It can recognize you speaking to it. And can track a variety of people standing around the robot.
Li… / X
Post Log in Sign up Post Robert Scoble on X: "This San Francisco robot can “see” you even if you are standing behind it thanks to a new array microphone that @lightberry and built. As soon as you open your mouth that is. It can recognize you speaking to it. And can track a variety of people standing around the robot. Like if one was in your kitchen sitting a dinner party. They did that to serve its real goal, to have its robot have the most interesting personalities. @aliattar and team introduced me to Lumi. You can order now for $40,000: https://t.co/M1MBgFJBli Why so expensive? We cover…
2:45 PM ET
pi
2:45 PM ETpi
Rhys on X: "Cool to see a bunch of new robotics foundation model releases:
π0.7 from @physical_int
GEN-1.5 from @generalistAI
S1 from @SkildAI
Feels like the GPT-3 moment for robotics. Robot Models are Few-Shot Learners!" / X
Post Log in Sign up Post Rhys on X: "Cool to see a bunch of new robotics foundation model releases: π0.7 from @physical\int GEN-1.5 from @generalistAI S1 from @SkildAI Feels like the GPT-3 moment for robotics. Robot Models are Few-Shot Learners!" - Rhys @RhysLindmark Cool to see a bunch of new robotics foundation model releases: π0.7 from @physical\int GEN-1.5 from @GeneralistAI S1 from @SkildAI Feels like the GPT-3 moment for robotics. Robot Models are Few-Shot Learners! View media View media 2:45 PM · Aug 26, 2026255Views 3 3 - Rhys @RhysLindmark Aug 26 Also damn, still so early for robot…
2:34 PM ET
OPOpenAI
2:34 PM ETOPOpenAI
@TheRundownAI on X
Sam Altman told TIME that by the end of this year, OpenAI will have an internal system he would call AGI. A few other eye-opening quotes from the interview: "I expect this will be the first model where the model actually invents new things in a way that matters. That’s a very AGI-like thing." On the Hugging Face breakout: "It’s like a sci-fi story." After one agent got out of the sandbox and onto the internet, it wrote "holy sh-t" to the others. "Getting AI safety right is more important than any company’s momentum." He also said OpenAI will "definitely" make humanoid robots.
1:46 PM ET
@lightberry
1:46 PM ET@lightberry
@lightberry on X
Lumi is also the best humanoid for builders: 🤖 Head: shake, nod, tilt 👂 I/O: stereo cams, 360º mic array, loud speakers 👕 Body: G1-compatible 🧠 Compute: NVIDIA Thor 🖐️ Hands: parallel grippers
1:46 PM ET
LILightberry
1:46 PM ETLILightberry
Lightberry on X: "MEET LUMI
THE WORLD'S MOST INTERACTIVE ROBOT
Assembled in SF, shipping in 2026 💛" / X
Post Log in Sign up Post Lightberry on X: "MEET LUMI THE WORLD'S MOST INTERACTIVE ROBOT Assembled in SF, shipping in 2026 💛" - Lightberry @lightberry MEET LUMI THE WORLD'S MOST INTERACTIVE ROBOT Assembled in SF, shipping in 2026 💛 00:00 View media 1:46 PM · Aug 26, 2026110.5KViews 62 63 484 136 - Lightberry @lightberry Aug 26 Until today, humanoids shipped mute, deaf, and blind. Interactions got no love, sensors were always an afterthought, personality was forgotten. Result: robots could not be deployed in public. 4 1 14 4.4K Lightberry @lightberry Aug 26 Lumi was designed to be around…
1:24 PM ET
Apptronik
1:24 PM ETApptronik
Humanoids are for marketing, robots are the real business
READ00% The Apollo that Apptronik showed the world at the end of June has two legs, a torso, a head and the general proportions of a five-foot-eight adult. The Apollo its paying customers keep asking for has a wheeled base instead. Apptronik, an Austin robotics company that has raised nearly a billion dollars to build a humanoid, now ships its flagship in two configurations, and the one destined for warehouses rolls. Logistics buyers, it turns out, want stability, battery life and predictability more than they want a machine that walks. The case for legs is a good one, and the company has…
1:23 PM ET
VAVeeda AI
1:23 PM ETVAVeeda AI
Open roles with founders hailing from NVIDIA, Citadel, Palantir, and MIT
SubscribeSign in Discover more from a16z Jobs New jobs every day. Subscribe By subscribing, you agree Substack's Terms of Use, and acknowledge its Information Collection Notice and Privacy Policy. Already have an account? Sign in Open roles with founders hailing from NVIDIA, Citadel, Palantir, and MIT Plus, a list of open roles at early-stage startups building their founding teams Katie Kirsch and Lauren Nguyen Aug 26, 2026 8 2 1 Share Build -1 → 0 Get on the ground floor with the founding team of a pre-seed or seed-stage startup. - After 8 years running AI research at NVIDIA, Sanja Fidler…
12:08 PM ET
DVDynamo Ventures
12:08 PM ETDVDynamo Ventures
Dynamo Dispatch (2026/08/24) - by Santosh Sankar
Dispatch by Dynamo Ventures SubscribeSign in Discover more from Dispatch by Dynamo Ventures The signal in the noise of the industrial renaissance. Each week, we distill the headlines that matter across the physical economy along with our unique perspective and opinion. Join the thousands of founders, executives, and investors who read it. Over 4,000 subscribers Subscribe By subscribing, you agree Substack's Terms of Use, and acknowledge its Information Collection Notice and Privacy Policy. Already have an account? Sign in Dynamo Dispatch (2026/08/24) Issue 384 \| The grid, the canal, and the…
10:59 AM ET
Figure
10:59 AM ETFigure
Brett Adcock on X: "We're now over 43,000 weekly active users collecting data to train Helix, our AI model for F.03 robots
This data collection project, Index, is our answer to the data problem: the largest useful robot training dataset in the world
Extrapolate out, and this is the pretraining ne… / X
Post Log in Sign up Post Brett Adcock on X: "We're now over 43,000 weekly active users collecting data to train Helix, our AI model for F.03 robots This data collection project, Index, is our answer to the data problem: the largest useful robot training dataset in the world Extrapolate out, and this is the pretraining needed for large scale robot generalization The effort started by purchasing data from vendors but this data was scarce and really poor quality - there was simply no way to make this work correctly at scale. So we did it ourselves. It was quite a massive effort that has now…
10:13 AM ET
COCosmicbrainai
10:13 AM ETCOCosmicbrainai
@antopatrex1 on X
scaling laws do not apply to physical AI yet. i'll say it again. scaling laws do not apply to physical AI. chelsea finn from physical intelligence showed this during her YC talk. they trained pi0.7 to make coffee. the robot couldn't learn from video alone. failed over and over. an engineer had to physically grab the robot and correct it multiple times just to get it to catch the coffee grouper with one hand and balance with the other. peter florence at generalist, same story. VLA models, the robot figured out hand usage from video datasets but still needed a human to step in and fix the…
9:30 AM ET
Unitree
9:30 AM ETUnitree
Robot brain builders are pushing out of their GPT-2 era | TechCrunch
Checking your Browser… Verifying... Stuck? Troubleshoot Success! Verification failed Troubleshoot Verification expired Refresh Verification expired Refresh Troubleshoot Cloudflare, opens in a new tab Privacy • Help Skip to content Image Credits: Kiyoshi Ota/Bloomberg / Getty Images Robotics Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link Robot brain builders are pushing out of their GPT-2 era Tim Fernholz 6:30 AM PDT · August 26, 2026 Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link Physical AI is one of the…
6:10 AM ET
UNUnitreeRobotics
6:10 AM ETUNUnitreeRobotics
@UnitreeStore_SH on X
Unlock unlimited sports potential (Extra large joint movement space angle, 23~43 joints) Force control of dexterous hands, manipulation of all thingsImitation & reinforcement learning driven Robot world model, let’s create it together Unitree G1 Price from $13.5K. Experience G1 at the Unitree Store in Shanghai. Follow us for more robots, technology, and store experiences. 📍 2nd Floor, Jiuguang Department Store, West Nanjing Road, Shanghai 🕙 Open daily, 10:00–22:00 🚇 Metro Lines 2, 7 & 14(Jing'an Temple Station，静安寺站) #Unitree #UnitreeRobotics #UnitreeG1 #G1 #HumanoidRobot #Robotics…
6:10 AM ET
Google
$GOOGL
6:10 AM ETGoogle
@zhodonx on X
I’ve said before that I think Google & DeepMind are playing a longer game with models. This is still a firm stance. Because a lot of the time, i think people look at Google’s model strategy too narrowly; Every Gemini release immediately gets reduced to how it compares with other labs or whatever benchmark is trending that week. Meanwhile the it’s more about where all of that intelligence might show up next. Like in Reasoning, Vision, Video, Agents. And particularly robotics. I believe Gemini Robotics ER 2 is a clear example here. It was built on Gemini 3.5 Flash. Except, now its intelligence…
6:09 AM ET
Skild
6:09 AM ETSkild
@0xconglomerate on X
Is it really possible for a robot to learn a new task from one human video, with zero fine-tuning? I’ve read a lot of hype around Skild’s S1, with some already calling it robotics’ “ChatGPT moment.” That sounded a bit absurd to me, so I looked into what’s actually going on 👇 ➦ What is @SkildAI actually claiming? I’ve written enough marketing material for AI, robotics, and tech companies that I’m usually skeptical when something sounds too good to be true. If you only saw the announcement post, you could easily think the robot just watches one human video and somehow learns the task from that…
Back Axis Robotics launches an exclusive robot-data campaign on Binance Wallet. Binance Keyless Wallet users get their own task set on Axis Hub and their own reward pool of 1,500,000 Axis Points, separate from the regular product points pool. Campaign Timeline All times are SGT (UTC+8). Campaign period & reward cycles - Campaign period: 26 Aug 2026, 2:00 PM → 25 Sep 2026, 2:00 PM - Cycle 1 points calculation: 26 Aug, 2:00 PM → 9 Sep, 2:00 PM - Cycle 2 points calculation: 9 Sep, 2:00 PM → 25 Sep, 2:00 PM (includes a 2-day buffer to finish signing) - Reward settlement: twice, once after each…
12:24 AM ET
AGAgibot
12:24 AM ETAGAgibot
@techniahqrobot on X
AgiBot is leading the humanoid robot shipment race. According to this H1 2026 market share graphic: • AgiBot: 43.1% • Unitree: 31.1% • Galbot: 5.0% • UBTECH: 4.4% • Leju Robotics: 2.9% • Others: 13.4% AgiBot and Unitree alone represent 74.2% of the humanoid robot shipments shown in this dataset. That is a huge concentration around just two companies. One important detail: these numbers refer to shipments, not necessarily deployed robots, revenue, or active commercial installations. Chinese humanoid robotics companies are moving fast, and AgiBot currently sits at the top of this chart. Source:…
7:06 PM ET
Figure
7:06 PM ETFigure
@TheHumanoidHub on X
Figure takes vertical integration to another level. Figure built its own egocentric data collection pipeline. Index is a crowdsourcing platform where anyone can collect data. - 264K app downloads across 108 countries - 44K weekly active contributors - 16M videos uploaded, 30 minutes of video ingested every second - $15M already paid out to contributors Figure says data vendors couldn't hit the throughput, diversity, or quality bar, so they built the pipeline themselves. Next 12 months: $1B committed to data and compute.
6:07 PM ET
NVIDIA
$NVDA
6:07 PM ETNVIDIA
From Robot Development to Deployment with Isaac GR00T & Jetson Thor | AddEvent
From Robot Development to Deployment with Isaac GR00T & Jetson Thor schedule Wednesday, August 26, 11:00am - 12:00pm (CDT) print Share - Facebook - Twitter - LinkedIn - Google Plus - Whatsapp - VK - StumbleUpon - Reddit - Email Link: south\americaexpand\moreTime shown inCDT -05:00America, Chicago search close Time zone am/pm 24h - (GMT-11:00)Pacific, Midway - (GMT-11:00)Pacific, Niue - (GMT-11:00)Pacific, Pago Pago - (GMT-10:00)Pacific, Honolulu - (GMT-10:00)Pacific, Rarotonga - (GMT-10:00)Pacific, Tahiti - (GMT-09:30)Pacific, Marquesas - (GMT-09:00)America, Adak - (GMT-09:00)Pacific, Gambier…
5:27 PM ET
https://x.com/huaijiangzhu
5:27 PM EThttps://x.com/huaijiangzhu
huaijiang on X: "ok, so if i understood this correctly, the “in-context learning” ability was essentially baked into the model at training time. roughly speaking, the policy is trained to do something like:
(demo video, current obs) → action
this is quite different from in-context learning in llm… / X
Post Log in Sign up Post huaijiang on X: "ok, so if i understood this correctly, the “in-context learning” ability was essentially baked into the model at training time. roughly speaking, the policy is trained to do something like: (demo video, current obs) → action this is quite different from in-context learning in llms, where the model is simply trained on next-token prediction over arbitrary context. fwiw, this is pretty clever because it could also solve another problem: they could pair an egocentric video-only demonstration with a UMI/teleop trajectory for the same task. the target…
3:59 PM ET
https://x.com/BradPorter_
3:59 PM EThttps://x.com/BradPorter_
Brad Porter on X: "The best case for wheels I've heard came from the guy who has taught legged locomotion at MIT for 20 years.
AMR safety cases assume you slow proportional to distance and come to rest. A balancing biped may need to take steps to stop. The safety zone explodes and the robot ends u… / X
Post Log in Sign up Post Brad Porter on X: "The best case for wheels I've heard came from the guy who has taught legged locomotion at MIT for 20 years. AMR safety cases assume you slow proportional to distance and come to rest. A balancing biped may need to take steps to stop. The safety zone explodes and the robot ends up behind a fence. A robot behind a fence isn't deployed. Deployed EP12 is live: https://t.co/rqSAc8c9ai" - Brad Porter @BradPorter\ The best case for wheels I've heard came from the guy who has taught legged locomotion at MIT for 20 years. AMR safety cases assume you slow…
2:14 PM ET
@ParadisLabs
2:14 PM ET@ParadisLabs
@ParadisLabs on X
Humanoid BOM model: Current humanoid BOM = ~$68k based on channel checks across 3 humanoid OEMs (UK and US). - Actuation = 33.8% of current BOM - Dextrous hands = 30.3% - Structure = 7.6% - Sensing = 7.5% - Electrical = 6.0% - Vision = 4.7% - Compute = 4.6% - Power = 4.6% - Other = 0.9% * Piecing together various component costs across different Western OEMs. Numbers may be over/understated for this reason.
2:05 PM ET
Skild
2:05 PM ETSkild
@rohanpaul_ai on X
Robotics is more and more getting close to get its version of in-context learning. Skild just released S1, a robot foundation model that uses video demonstrations to define tasks instead of language instructions. Give S1 1 human video showing a long, multi-step task, and the robot executes it straight away. No retraining. No fine-tuning. If this scales, you pay the enormous data bill once during foundation-model training, then amortize it across thousands of new tasks through prompting. That could change the economics of robot learning completely.
2:04 PM ET
Skild
2:04 PM ETSkild
@DeryaTR_ on X
This is super exciting advance in robotics AI! I believe S1 is the most impressive robot foundation model I had seen! S1, is a robot foundation model built to learn new manipulation tasks through in-context prompting In Skild’s internal benchmarks, S1 achieved a 66% step-success rate on unseen tasks versus 9% for a language-prompted model, while one video demonstration provided roughly the benefit of 380 post-training examples!
1:55 PM ET
Agility Robotics
1:55 PM ETAgility Robotics
Agility on X: "We're hiring a Senior AI Software Engineer, Reinforcement Learning. Develop and deploy RL policies for locomotion, whole-body control, and manipulation — on a humanoid robot already working in production facilities.
Build with us: https://t.co/b2Gs1xW7st
#Agility" / X
Post Log in Sign up Post Agility on X: "We're hiring a Senior AI Software Engineer, Reinforcement Learning. Develop and deploy RL policies for locomotion, whole-body control, and manipulation — on a humanoid robot already working in production facilities. Build with us: https://t.co/b2Gs1xW7st \#Agility" - Agility @agilityrobotics We're hiring a Senior AI Software Engineer, Reinforcement Learning. Develop and deploy RL policies for locomotion, whole-body control, and manipulation — on a humanoid robot already working in production facilities. Build with us: agilityrobotics.com/about/job-post……
1:54 PM ET
@gupta_abhinav_
1:54 PM ET@gupta_abhinav_
@gupta_abhinav_ on X
@0fir0z @deepakpathak In the silicon valley world the race for robotics companies is to be similar to LLMs. But actually robotics needs many more concepts from computer vision. We are proud to say S1 is using so many of our past efforts in computer vision CC: @JitendraMalikCV
1:41 PM ET
Unitree Robotics
1:41 PM ETUnitree Robotics
Markets surge, track records fall, and in-context learning hits physical AI
- Home - Posts - Markets surge, track records fall, and in-context learning hits physical AI Markets surge, track records fall, and in-context learning hits physical AI Unitree’s market whiplash, an 8.86s 100m sprint, and how in-context learning is ending heavy fine-tuning. Humanoids Daily Aug 25, 2026 This week brought a stark look at the tension defining modern humanoid robotics: the gap between capital market euphoria, athletic spectacle, and the unglamorous realities of industrial utility. Unitree's blockbuster Shanghai STAR Market listing initially saw shares rocket over 600% to an…
1:38 PM ET
Figure
1:38 PM ETFigure
Figure on X: "We are now on a path to 100x, and are committed to spend over $1B the next 12 months on data and compute
Index is laying the groundwork for ordering robots as a service. Today, you have people coming to help clean your house; eventually, a robot will do everything for you" / X
Post Log in Sign up Post Figure 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" - Figure @Figure\robot Aug 25 Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos 00:00 View media 181 345 3.6K 525K - Figure…
1:36 PM ET
Figure
1:36 PM ETFigure
Figure on X: "By the numbers:
→ While in stealth, we crossed 264,000 app downloads
→ Uploading over 30 min of video very second
→ Over 16M video uploads
→ Paid out $15M to date
Weekly active users is now over 43,000" / X
Post Log in Sign up Post Figure on X: "By the numbers: → While in stealth, we crossed 264,000 app downloads → Uploading over 30 min of video very second → Over 16M video uploads → Paid out $15M to date Weekly active users is now over 43,000" - Figure @Figure\robot Aug 25 Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos 00:00 View media 181 345 3.6K 525K - Figure @Figure\robot Aug 25 The data needed to scale a truly general purpose robots…
1:35 PM ET
Figure
1:35 PM ETFigure
Figure on X: "We've now collected data in 108 countries to date
Here's a global map of our collection, now updating live on our website, each point of light represents a real world contributions to our dataset" / X
Post Log in Sign up Post Figure on X: "We've now collected data in 108 countries to date Here's a global map of our collection, now updating live on our website, each point of light represents a real world contributions to our dataset" - Figure @Figure\robot Aug 25 Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos 00:00 View media 181 345 3.6K 525K - Figure @Figure\robot Aug 25 The data needed to scale a truly general purpose robots…
1:35 PM ET
https://x.com/adcock_brett
1:35 PM EThttps://x.com/adcock_brett
Brett Adcock on X: "We are now on a path to 100x, and are committed to spend over $1B the next 12 months on data and compute
Index is laying the groundwork for ordering robots as a service. Today, you have people coming to help clean your house; eventually, a robot will do everything for you" / X
Post Log in Sign up Post Brett Adcock on X: "We are now on a path to 100x, and are committed to spend over $1B the next 12 months on data and compute Index is laying the groundwork for ordering robots as a service. Today, you have people coming to help clean your house; eventually, a robot will do everything for you" - Brett Adcock @adcock\brett Aug 25 Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the next…
1:34 PM ET
RHrhoda
1:34 PM ETRHrhoda
@chris_j_paxton on X
This is the mark of a general purpose robot foundation model -- that it can be taught tasks from examples without training. We saw an early version of this from rhoda and a solid one last week from generalist, and now a really impressive, ten minute long one from skild. This to me does feel like the true gpt moment for robotics -- because if it truly generalizes, that means that you can really start deploying robots for anything, as developing robot skills becomes like prompting
1:34 PM ET
Figure
1:34 PM ETFigure
Figure on X: "The data needed to scale a truly general purpose robots doesn't exist on the internet - it has to come from the real world
For the last 4 months, we’ve been building a Figure-exclusive pipeline to scale data collection at higher throughputs. Today, we’re coming out of stealth" / X
Post Log in Sign up Post Figure on X: "The data needed to scale a truly general purpose robots doesn't exist on the internet - it has to come from the real world For the last 4 months, we’ve been building a Figure-exclusive pipeline to scale data collection at higher throughputs. Today, we’re coming out of stealth" - Figure @Figure\robot Aug 25 Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos 00:00 View media 181 345 3.6K 525K - Figure…
1:33 PM ET
Figure
1:33 PM ETFigure
Brett Adcock on X: "The data needed to scale a truly general purpose robots doesn't exist on the internet - it has to come from the real world
For the last 4 months, we’ve been building a Figure-exclusive pipeline to scale data collection at higher throughputs. Today, we’re coming out of stealth" / X
Post Log in Sign up Post Brett Adcock on X: "The data needed to scale a truly general purpose robots doesn't exist on the internet - it has to come from the real world For the last 4 months, we’ve been building a Figure-exclusive pipeline to scale data collection at higher throughputs. Today, we’re coming out of stealth" - Brett Adcock @adcock\brett Aug 25 Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the…
1:30 PM ET
Figure
1:30 PM ETFigure
Brett Adcock on X: "Introducing Index
Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world
→ 30min of video uploads/sec
→ 16M video uploads
→ Paid $15M to date
→ 264k downloads
We're committed to spending $1B the next 12 months on data & com… / X
Post Log in Sign up Post Brett Adcock on X: "Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the next 12 months on data & compute" - Brett Adcock @adcock\brett Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the…
1:30 PM ET
Figure
1:30 PM ETFigure
Brett Adcock on X: "Introducing Index
Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world
→ 30min of video uploads/sec
→ 16M video uploads
→ Paid $15M to date
→ 264k downloads
We're committed to spending $1B the next 12 months on data & com… / X
Post Log in Sign up Post Brett Adcock on X: "Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the next 12 months on data & compute" - Brett Adcock @adcock\brett Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the…
1:30 PM ET
Figure
1:30 PM ETFigure
Brett Adcock on X: "Introducing Index
Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world
→ 30min of video uploads/sec
→ 16M video uploads
→ Paid $15M to date
→ 264k downloads
We're committed to spending $1B the next 12 months on data & com… / X
Post Log in Sign up Post Brett Adcock on X: "Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the next 12 months on data & compute" - Brett Adcock @adcock\brett Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the…
1:30 PM ET
Figure
1:30 PM ETFigure
Figure on X: "Introducing Index
Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots
To date we've crossed 264,000 app downloads and uploaded 16 million videos" / X
Post Log in Sign up Post Figure on X: "Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos" - Figure @Figure\robot Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos 00:00 View media 1:30 PM · Aug 25, 2026525.5KViews 181 345 3.6K 872 - Figure @Figure\robot Aug 25 The data needed to scale…
1:30 PM ET
Figure
1:30 PM ETFigure
Figure on X: "Introducing Index
Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots
To date we've crossed 264,000 app downloads and uploaded 16 million videos" / X
Post Log in Sign up Post Figure on X: "Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos" - Figure @Figure\robot Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos 00:00 View media 1:30 PM · Aug 25, 2026525.5KViews 181 345 3.6K 872 - Figure @Figure\robot Aug 25 The data needed to scale…
1:21 PM ET
Skild
1:21 PM ETSkild
@TheHumanoidHub on X
Show it a single human demonstration of a long-horizon task and the robot performs it right away. No fine-tuning, no retraining. Skild has released S1, a robot foundation model where you specify the task with a video demonstration instead of a language instruction. Why video, not language Language works for "hand me the mug." It falls apart for anything delicate or long-horizon. You don't learn to fold a fitted sheet from a sentence. So S1 takes a video demo into its context window and translates it to its own body and scene. What it does - Tasks up to 10 minutes, dozens of sequential steps -…
1:19 PM ET
Skild AI
1:19 PM ETSkild AI
Skild AI on X: "We found that to match the accuracy that S1 can achieve with just one example of prompting, current VLA models would need to be post-trained with 50-100 hours of data collection followed by fine-tuning!" / X
Post Log in Sign up Post Skild AI on X: "We found that to match the accuracy that S1 can achieve with just one example of prompting, current VLA models would need to be post-trained with 50-100 hours of data collection followed by fine-tuning!" - Skild AI @SkildAI Aug 25 Introducing S1, our new foundation model that learns from one example. It can be taught 10-minute long tasks that it has never seen before, from one video prompt without any fine-tuning. Watch S1 operate in real-time via in-context learning: 00:00 View media 427 1K 7.1K 3.4M - Skild AI @SkildAI Aug 25 It can be taught…
1:19 PM ET
@SkildAI
1:19 PM ET@SkildAI
@SkildAI on X
Compared to conventional VLAs, S1 is a step-change improvement. For known tasks, S1 can match the performance of language-prompted VLAs. For novel tasks, S1 exponentially outperforms any existing language-prompted VLAs as we scale the pre-training. We believe this is a promising direction towards establishing scaling laws for robotics.
1:19 PM ET
Skild AI
1:19 PM ETSkild AI
Skild AI on X: "S1 learns new tasks like a language model.
You prompt it with a video demonstration, and it outputs robot actions to complete the task in any environment and in any embodiment." / X
Post Log in Sign up Post Skild AI on X: "S1 learns new tasks like a language model. You prompt it with a video demonstration, and it outputs robot actions to complete the task in any environment and in any embodiment." - Skild AI @SkildAI Aug 25 Introducing S1, our new foundation model that learns from one example. It can be taught 10-minute long tasks that it has never seen before, from one video prompt without any fine-tuning. Watch S1 operate in real-time via in-context learning: 00:00 View media 427 1K 7.1K 3.4M - Skild AI @SkildAI Aug 25 It can be taught extremely long-horizon tasks,…
1:19 PM ET
Skild AI
1:19 PM ETSkild AI
Skild AI on X: "The first time S1 flipped a pancake, we assumed pancake flipping must have been in its pre-training data.
We searched our whole pre-training data and found no examples of flipping.
S1 inferred the out-of-distribution task from one video prompt." / X
Post Log in Sign up Post Skild AI on X: "The first time S1 flipped a pancake, we assumed pancake flipping must have been in its pre-training data. We searched our whole pre-training data and found no examples of flipping. S1 inferred the out-of-distribution task from one video prompt." - Skild AI @SkildAI Aug 25 Introducing S1, our new foundation model that learns from one example. It can be taught 10-minute long tasks that it has never seen before, from one video prompt without any fine-tuning. Watch S1 operate in real-time via in-context learning: 00:00 View media 427 1K 7.1K 3.4M - Skild…
1:19 PM ET
Skild AI
1:19 PM ETSkild AI
Skild AI on X: "Introducing S1, our new foundation model that learns from one example.
It can be taught 10-minute long tasks that it has never seen before, from one video prompt without any fine-tuning.
Watch S1 operate in real-time via in-context learning:" / X
Post Log in Sign up Post Skild AI on X: "Introducing S1, our new foundation model that learns from one example. It can be taught 10-minute long tasks that it has never seen before, from one video prompt without any fine-tuning. Watch S1 operate in real-time via in-context learning:" - Skild AI @SkildAI Introducing S1, our new foundation model that learns from one example. It can be taught 10-minute long tasks that it has never seen before, from one video prompt without any fine-tuning. Watch S1 operate in real-time via in-context learning: 00:00 View media 1:19 PM · Aug 25, 20263.4MViews 427…
1:19 PM ET
Skild AI
1:19 PM ETSkild AI
Skild AI on X: "Introducing S1, our new foundation model that learns from one example.
It can be taught 10-minute long tasks that it has never seen before, from one video prompt without any fine-tuning.
Watch S1 operate in real-time via in-context learning:" / X
Post Log in Sign up Post Skild AI on X: "Introducing S1, our new foundation model that learns from one example. It can be taught 10-minute long tasks that it has never seen before, from one video prompt without any fine-tuning. Watch S1 operate in real-time via in-context learning:" - Skild AI @SkildAI Introducing S1, our new foundation model that learns from one example. It can be taught 10-minute long tasks that it has never seen before, from one video prompt without any fine-tuning. Watch S1 operate in real-time via in-context learning: 00:00 View media 1:19 PM · Aug 25, 20263.4MViews 427…
1:18 PM ET
Skild AI
1:18 PM ETSkild AI
@humanoidsdaily on X
Skild AI's S1 takes a video demonstration as its prompt. No language instruction, no fine-tuning. Show it a task it has never seen, and it gets 66% of the steps right. Describe that same task in words instead, and you get 9%. Prompting a robot with video isn't new. Generalist AI showed it earlier this month, but those runs last seconds. Skild claims S1 is the first to work on 10-minute tasks outside the training distribution. A new task used to mean a hundred hours of teleoperation and a training run. Skild set up a plant potting task at 8:54pm and had the robot running it autonomously 11…
1:16 PM ET
OPOptimi
1:16 PM ETOPOptimi
@elonmusk on X
Megatons to orbit & beyond is a critical piece of the K2 puzzle. The other parts are: massive amounts of solar cell production, AI chip production, millions of humanoid (general purpose) robots and a mass driver on the Moon. My guess is that ~1M Optimi plus ~1GW of solar will constitute the first Von Neumann Probe, a system capable of replicating itself entirely from local materials on any sufficiently large planet or moon. This would enable expansion of civilization throughout the galaxy and reaching K3.
12:01 PM ET
Figure
12:01 PM ETFigure
@fuzzyxbt on X
Figure 03 can now climb a ladder fully autonomously. No remote operator. No scripted sequence. The robot has to see the ladder, coordinate its hands and feet, continuously shift its weight, and maintain balance as it moves upward. That makes this much harder than simply walking or climbing stairs: every rung becomes a separate contact point the robot has to perceive and reach correctly. Figure is building humanoids around a simple idea: Instead of redesigning the world for robots, teach robots to navigate a world already designed for humans.
11:07 AM ET
NVIDIA
$NVDA
11:07 AM ETNVIDIA
NVIDIA Announces Jetson Orin Nano 2 Robotics Computer to Redefine Entry-Level Edge AI | NVIDIA Newsroom
NVIDIA Announces Jetson Orin Nano 2 Robotics Computer to Redefine Entry-Level Edge AI August 25, 2026 News Summary: - NVIDIA Jetson Orin Nano 2, a new robotics computer for entry-level edge AI, enables millions of developers worldwide to build robots, delivery and inspection drones, and vision AI systems for frontier physical AI applications. - Jetson Orin Nano 2 delivers 2x the inference performance of its predecessor in the same form factor and consumes 40% less power at the same performance. - More than 3 million developers have built on the NVIDIA robotics stack, with Cognex, Doosan…
10:39 AM ET
@continuumlabs_
10:39 AM ET@continuumlabs_
@continuumlabs_ on X
A robot can learn to perform a task almost perfectly in simulation, then fail when it encounters the real world. That’s the sim-to-real gap. In simulation, everything is controlled: lighting is predictable, surfaces behave consistently, objects have known shapes, and sensors produce clean data. But reality is much messier, a policy that works in a perfectly modeled environment may not generalize when those assumptions break. So how do researchers close the gap? 1️⃣ More realistic simulations Build environments that better capture real-world physics, objects, sensors, and interactions. 2️⃣…
8:55 AM ET
@spaceandtech_
8:55 AM ET@spaceandtech_
@spaceandtech_ on X
The Unitree G1 humanoid robot can drive a go-kart, controlling the steering wheel and pedals around an indoor track. It can handle tight corners and even perform controlled drifts. Developed with Symbiosis Robotics Direct Perception Control system, the G1 uses vision, body state, and action history to coordinate its movements in real time.
8:12 AM ET
Boston Dynamics
8:12 AM ETBoston Dynamics
Why Boston Dynamics Gave Their Atlas Robot a Head
Skip to content No results embeds.beehiiv.com embeds.beehiiv.com is blocked This page has been blocked by an extension - Try disabling your extensions. ERR\BLOCKED\BY\CLIENT Reload This page has been blocked by an extension FacebookBlueskyThreadsEmail Why Does Atlas Have A Head? #askaroboticist #bostondynamics - YouTube Tap to unmute Why Does Atlas Have A Head? #askaroboticist #bostondynamics Boston Dynamics Boston Dynamics3.43M subscribers Watch on Taylor Frey-Baker, a mechanical engineer at Boston Dynamics, shared why their all-electric Atlas robot, unveiled in 2024, has a head, contrasting…
8:12 AM ET
Unitree Robotics
8:12 AM ETUnitree Robotics
China’s Robot Boom Tests Investor Discipline
Today’s Stocks Berkshire HathawayBRK.B $502.87-2.13(-0.42%) JPMorgan ChaseJPM $355.95-1.68(-0.47%) VisaV $380.67-0.94(-0.24%) Eli Lilly & CoLLY $1,155.73-18.88(-1.61%) MastercardMA $592.53-2.77(-0.47%) Exxon MobilXOM $159.68+2.97(1.90%) Costco Wholesale CorpCOST $943.65-1.82(-0.19%) Johnson & JohnsonJNJ $266.68-1.36(-0.51%) Procter & GamblePG $144.94+1.16(0.81%) Home DepotHD $327.13-3.06(-0.93%) Bank of AmericaBAC $62.06-0.26(-0.42%) AbbVie Inc.ABBV $255.59+0.11(0.04%) Palantir Technologies Inc.PLTR $185.84-0.46(-0.24%) Coca-ColaKO $89.07-0.59(-0.66%) Philip Morris InternationalPM…
5:31 AM ET
NENEURA
5:31 AM ETNENEURA
NEURA Gym: Physical AI Training and Infrastructure | NEURA
Skip to content The Fastest Path from Human Expertise to Deployable Robot Skills Get in contact \\ \\ The Challenges Facing Industrial Leaders Today Physical AI needs real-world training data: vision, sound, touch, force, spatial awareness. None of it can be sourced online or generated synthetically. With 120,000× less training data than large language models and skilled labor declining, every month without action carries a cost. Download Brochure\\ \\ Lack of Skilled Workforce Experienced operators retire. Their knowledge leaves with them. Deployment Risk on the Floor Untested robots on a…
the most interesting hardware in robotics isn't robots. @sundayrobotics built a skill capture glove so regular people can record chores. proception built a glove for dexterous hand data. UMI turned gripper data collection into a $300 tool. capture devices are the moat.
2:41 AM ET
XPXPeng
2:41 AM ETXPXPeng
@RobotFightMMA on X
🤖 Major robotics funding news! XPeng's humanoid robot unit Dogotix raises $900M at $6.3B valuation - setting record for China's embodied AI sector. Meanwhile Skild AI hits $14B valuation with $1.4B Series C for "universal brain" for robots.
8:00 PM ET
Figure
8:00 PM ETFigure
Introducing Index: Building The World’s Largest and Most Diverse Physical Dataset
Introducing Index: Building The World’s Largest and Most Diverse Physical Dataset August 25, 2026 Today we're coming out of stealth with the most diverse robot training dataset ever built. The data needed to scale a truly general purpose robot doesn't exist on the internet - it has to come from the real world: a global sampling of physics captured across every environment on earth. For the last 4 months, we’ve been building a Figure-exclusive pipeline to scale data collection at higher throughputs, with broad diversity and strict quality standards. - While in stealth, we've crossed 264,000…
Hosted By Edmond Jono Hart James (Jingxi) Xu Mene Mazarakis Angela Zhang Manfredi Bernardi Adam 134 Went Akshobhya Gupta, Hannah Tsui and 132 others Contact the Host Report Event AI 🤖🍨 Sundae Robotics 06: V-JEPA 2 & Predicting Physical Intelligence Hosted by Edmond & 6 others Aug 30 Sunday, August 30 2:00 PM - 5:00 PM PDT Register to See Address Atherton, CA Past Event This event ended 2 days ago. Welcome! To join the event, please register below. Request to Join About Event 🤖🍨 Grab a sundae and join Sundae Robotics, a private, invite-only Sunday series bringing together robotics…
6:52 PM ET
Unitree
6:52 PM ETUnitree
Unitree Claims New Humanoid Robot Outruns Usain Bolt
Robotics Unitree Claims New Humanoid Robot Outruns Usain Bolt The flashy company, which recently completed a blockbuster IPO, appears to be leading the pack of humanoid robot makers. Edd Gent Aug 24, 2026 Image Credit Unitree via X Share Share on xShare on facebookShare on linkedinShare on redditShare via email Increasingly, companies are building humanoid robots that perform impressive athletic feats to mark the field’s progress. Now, Chinese robotics company Unitree says its new "Superman" robot can run 12.66 meters per second, faster than Usain Bolt's top recorded speed. Getting a humanoid…
4:07 PM ET
XMXPeng Motors
4:07 PM ETXMXPeng Motors
XPeng Motors humanoid robot unit Dogotix raises $900M - The Robot Report
The Robot Report Continue to Site Facebook X LinkedIn Reddit Pinterest Share XPeng’s Dogotix unit is developing the IRON humanoid robot. Source: XPeng Like other global automakers, XPeng Motors is branching into humanoid robots. The electric vehicle manufacturer today said that its Dogotix robotics unit has raised more than $900 million in its initial funding round, bringing its pre-money valuation to $5 billion and post-transaction valuation to more than $6.3 billion. XPeng said it plans to use the investment to further develop hardware and software, collect data, train physical AI models,…
1:32 PM ET
https://x.com/seohong_park
1:32 PM EThttps://x.com/seohong_park
Seohong Park on X: "Behavioral cloning mystery
https://t.co/VqxzvcfGSx
I wrote a new blog post about "mysteries" in behavioral cloning that appear with real-world robot data (e.g., overfitting is "good"). I also tried to demystify them and shared my thoughts!" / X
Post Log in Sign up Post Seohong Park on X: "Behavioral cloning mystery https://t.co/VqxzvcfGSx I wrote a new blog post about "mysteries" in behavioral cloning that appear with real-world robot data (e.g., overfitting is "good"). I also tried to demystify them and shared my thoughts!" - Seohong Park @seohong\park Behavioral cloning mystery seohong.me/blog/behaviora… I wrote a new blog post about "mysteries" in behavioral cloning that appear with real-world robot data (e.g., overfitting is "good"). I also tried to demystify them and shared my thoughts! View media 1:32 PM · Aug 24,…
9:15 AM ET
https://x.com/RoboPapers
9:15 AM EThttps://x.com/RoboPapers
RoboPapers on X: "Instead of choosing between training a world model and training a language conditioned robot policy, why not do both? LDA-1B s a new foundation model that is trained on 30,000 hours of human and robot interaction data.
Part of the secret is that LDA-1B jointly learns forward … / X
Post Log in Sign up Post RoboPapers on X: "Instead of choosing between training a world model and training a language conditioned robot policy, why not do both? LDA-1B s a new foundation model that is trained on 30,000 hours of human and robot interaction data. Part of the secret is that LDA-1B jointly learns forward dynamics, action prediction, and visual forecasting, all in a structured DINO latent space which avoids the pitfalls of redundant pixel-level prediction which isn’t necessarily aligned robot action. This approach works on both dexterous hands and simple robot grippers; it also…
9:15 AM ET
@RoboPapers
9:15 AM ET@RoboPapers
@RoboPapers on X
Instead of choosing between training a world model and training a language conditioned robot policy, why not do both? LDA-1B s a new foundation model that is trained on 30,000 hours of human and robot interaction data. Part of the secret is that LDA-1B jointly learns forward dynamics, action prediction, and visual forecasting, all in a structured DINO latent space which avoids the pitfalls of redundant pixel-level prediction which isn’t necessarily aligned robot action. This approach works on both dexterous hands and simple robot grippers; it also generalizes across objects, tasks, and…
4:00 AM ET
ARAxis Robotics
4:00 AM ETARAxis Robotics
@axisrobotics on X
Axis Weekly Last week, we closed the remaining replay and runtime gaps between the browser, policy server, and physics stack — then scaled the coverage of our task generation engine (TaskGen). An articulated asset library is now in the generation path, the full RoboCasa scene grid is online, and a cleaner long- versus short-horizon task split is ready for training and distillation. Key updates: • Replay & runtime: Policy and human-trajectory replay now match the frontend path, with web runtime reaching full replay fidelity. Scene loads faster, and simulation pauses automatically when idle. •…
3:45 AM ET
@macklorden
3:45 AM ET@macklorden
@macklorden on X
Most of these VCs dumping millions into humanoid robot startups are just idiots with FOMO. They're all betting that everyone and their mothers will be buying humanoid robots to do multiple types of work, but there is NO DATA to support this. Modern consumers are not buying humanoids for actual work, and business use cases are extremely limited. While I do think at-home helper humanoids will be a huge market eventually, we're a LONG way off from them reliably outperforming humans at diverse tasks (like washing dishes, doing laundry, and being safe around kids - there is a very small margin for…
4:06 AM ET
ARAxis Robotics
4:06 AM ETARAxis Robotics
Improving Robot Manipulation Policies with Verifiable Short Correction Snippets
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 into training. Since launching Axis V2, we have collected over 500 hours of human-gated correction data this way. But collecting corrections is not the same as using them well. This report summarizes a round of browser-based community correction experiments built around a simple task: the robot needs to place a block of tofu onto a plate. The existing policy already completes a portion of attempts…
12:50 AM ET
@TheHumanoidHub
12:50 AM ET@TheHumanoidHub
@TheHumanoidHub on X
Generalist AI just released GEN-1.5. It might be robotics' GPT-3 moment. What is one-shot learning via in-context prompting? In the case of language models like GPT-3, including a Q&A example in the prompt before the actual question improved performance across a broad suite of language tasks. For example: Prompt: "Q: Who wrote Romeo and Juliet? A: William Shakespeare Q: Who wrote War and Peace?" [model outputs "Leo Tolstoy"] Similar capabilities are now emerging in GEN-1.5, where a short example (a few seconds of demonstration ) alongside language and sensory inputs can solve tasks the model…
From Archive to Production: A Hybrid Workflow with Marble | World Labs
Aug 12, 2026How Promise used Marble to transform archival imagery into immersive 3D environments for Harlan Coben’s Final Twist. From Archive to Production: A Hybrid Workflow with Marble Using Hybrid Production to Reconstruct Crime Scenes - YouTube Tap to unmute Using Hybrid Production to Reconstruct Crime Scenes Promise Promise573 subscribers Overview Copy link to this section For Harlan Coben's Final Twist on Paramount+ and CBS, Promise developed a hybrid production workflow that combined World Labs' Marble, AI-assisted image restoration, artist-led environment creation, and virtual…
12:17 PM ET
GEGeneralistAI
12:17 PM ETGEGeneralistAI
Will Knight on X: "I'm usually wary about talk of "the ChatGPT moment for robots" because language is less complex than the physical world. After visiting @GeneralistAI, though, where I saw their robots perform impressive manipulation with just a prompt, I think you can see it happening in a limite… / X
Post Log in Sign up Post Will Knight on X: "I'm usually wary about talk of "the ChatGPT moment for robots" because language is less complex than the physical world. After visiting @GeneralistAI, though, where I saw their robots perform impressive manipulation with just a prompt, I think you can see it happening in a limited way. (Thanks to @peteflorence and co for having me!) https://t.co/VdsK6jE7rS" - Will Knight @willknight I'm usually wary about talk of "the ChatGPT moment for robots" because language is less complex than the physical world. After visiting @GeneralistAI, though, where I…
12:01 PM ET
NVIDIA
$NVDA
12:01 PM ETNVIDIA
Cosmos 3 Post-Training in Action With Aigen and Linker Vision | Cosmos Labs - Live Broadcast by NVIDIA Robotics / X
\\ \\ REPLAY NVIDIA Robotics @NVIDIARobotics Cosmos 3 Post-Training in Action With Aigen and Linker Vision \| Cosmos Labs Scan to get the app
12:00 PM ET
https://x.com/Majumdar_Ani
12:00 PM EThttps://x.com/Majumdar_Ani
Anirudha Majumdar on X: "Very cool work, Pete! I'm curious if you've tried an extreme version of this: no in-context example at all; just place objects in front of the robot and see if it can infer the task.
I suspect this will have non-trivial success rates, which would also allow you to figure … / X
Post Log in Sign up Post Anirudha Majumdar on X: "Very cool work, Pete! I'm curious if you've tried an extreme version of this: no in-context example at all; just place objects in front of the robot and see if it can infer the task. I suspect this will have non-trivial success rates, which would also allow you to figure out how much of the benefit is actually coming from the prompt (rather than pure zero-shot task inference + capability). I remember Russ showed something like this in his Stanford talk on LBMs last year: https://t.co/0hEBrVlfOQ" - Pete Florence @peteflorence Aug 19 Ever since…
11:48 AM ET
@DrJimFan
11:48 AM ET@DrJimFan
@DrJimFan on X
Seeing a hype wave around GEN-1.5, and rightfully so. Lots of respect to Pete & Andy for executing so well. The secret is in the naturally repetitive motions in human-collected data. There're 2 main sources for such repetitions: (1) Symmetric patterns. Sorting, tidying, and assembling almost never finish in one motion. Open any assembly manual from IKEA, and you find most objects symmetrical. You drive one bolt, then its twin, then the next pair. Every {bolt A, bolt B} pair is a natural continuation in context, and the second instance is a free training signal that imitates the first…
11:13 AM ET
DADandy
11:13 AM ETDADandy
Jason Shuman on X: "Too many Physical AI founders are obsessed with the technology.
The team at Dandy is obsessed with the outcome.
Over the last 18 months, Dandy has become a leading Physical AI business that is delivering the highest quality crowns at industry leading prices.
And under the h… / X
Post Log in Sign up Post Jason Shuman on X: "Too many Physical AI founders are obsessed with the technology. The team at Dandy is obsessed with the outcome. Over the last 18 months, Dandy has become a leading Physical AI business that is delivering the highest quality crowns at industry leading prices. And under the hood the technology breakthroughs are insane 1\. AI Crown Design - the team built their own model from scratch to drive down the cost of design and improve design accuracy that has led to industry leading remake rates 2\. Automated Nesting Technology - Maximizes their yield on CNC…
9:54 AM ET
FRFlexion Robotics
9:54 AM ETFRFlexion Robotics
@spaceandtech_ on X
Humanoid robots often struggle with tasks that involve many steps and require them to recover from mistakes. Flexion Robotics developed Reflect V1.0, a robotics intelligence platform designed to help robots complete complex tasks autonomously without a human operator. It combines AI for perception, planning, motion control, and reinforcement learning to help robots understand situations, take action, recover from errors, and improve over time.
7:00 AM ET
https://www.facebook.com/48576411181
7:00 AM EThttps://www.facebook.com/48576411181
Ability Neurotech Infrared BCI to Begin Human Trials - IEEE Spectrum
IEEE.org IEEE Xplore IEEE Standards IEEE Job Site More Sites Sign In Join IEEE The September issue of IEEE Spectrum is here! Download PDF ↓ Close bar Return to homepage Brain Implant Uses Infrared Light to Send Neural Signals Share FOR THE TECHNOLOGY INSIDER Search: Explore by topic Aerospace AI Biomedical Climate Tech Computing Consumer Electronics Energy History of Technology Robotics Semiconductors Telecommunications Transportation IEEE Spectrum FOR THE TECHNOLOGY INSIDER Topics Aerospace AI Biomedical Climate Tech Computing Consumer Electronics Energy History of Technology Robotics…
4:24 AM ET
BRBooster Robotics
4:24 AM ETBRBooster Robotics
Booster Robotics on X: "Excited to see our work featured in Science Robotics.
This research explores a new vision-driven controller for humanoid soccer, tested on Booster Robotics’ humanoid robots in real-world competitive settings.
From research to the field, we’re pushing humanoid soccer forwa… / X
Post Log in Sign up Post Booster Robotics on X: "Excited to see our work featured in Science Robotics. This research explores a new vision-driven controller for humanoid soccer, tested on Booster Robotics’ humanoid robots in real-world competitive settings. From research to the field, we’re pushing humanoid soccer forward." - Booster Robotics @boosterobotics Excited to see our work featured in Science Robotics. This research explores a new vision-driven controller for humanoid soccer, tested on Booster Robotics’ humanoid robots in real-world competitive settings. From research to the field,…
4:14 AM ET
ARAXIS ROBOTICS
4:14 AM ETARAXIS ROBOTICS
FAQ | AXIS ROBOTICS
01Getting Started16 What do I need to use Axis Hub? A modern browser (Chrome, Firefox, Safari, or Edge) on a desktop or laptop. No GPU, no downloads, no special hardware. The physics engine — MuJoCo, compiled to WebAssembly — runs locally in your browser. How do I create an account? Sign up through Privy — you can use your email, Google account, X (Twitter), or connect an existing wallet. If you don't have a wallet, Privy creates one for you automatically. See Getting Started. What is the Axis Hub wallet? A custodial wallet created for you automatically by Privy when you sign up, so you don't…
3:33 AM ET
MEMecka
3:33 AM ETMEMecka
Mecka — The Data Engine for Physical AI
Document Index✕ - 01 Meet Mecka - 02 The Challenge - 03 The Mecka Loop - 04 Signal & Action Primitives - 05 Platform & Egoverse - 06 Contact - 07 FAQ - → Careers 01 /Telemetryreal-world sensorfusion02 /Locomotionbase rotation · J103 /Kinematicslink pose & trajectory04 /Degrees of Freedom6-axis articulation05 /Motion Capturejoint-angle telemetry06 /Contact Datagrasp · force ·tactile FIG.01 Robotics Operations Unit mecka The data and deployment layer for physical AI. FortuneWe raised $60M to power robot learning data ▶ Launch FilmWatch the Mecka launch film EgoverseAn ecosystem for robot…
8:00 PM ET
RIRoboStrategy, Inc.
8:00 PM ETRIRoboStrategy, Inc.
Shareholder Letter — August 2026 | RoboStrategy
Aug 20, 2026 10 MIN READ Shareholder Letter — August 2026 Andrew Kang To the shareholders of RoboStrategy, Inc. To the shareholders of RoboStrategy, Inc. It’s been a bit over 3 months since RoboStrategy went public on May 11. Between April 30 and July 31, NAV has increased 85% with NAV/Share increasing 54% ¹ The large majority of the growth has come from accretive capital raises placed to institutional investors. I also personally invested an additional $10 million into the fund at a market premium of $36.7/share. While we are seeing significantly increased investor demand and growth in our…
3:40 PM ET
GAGeneralist AI
3:40 PM ETGAGeneralist AI
Generalist on X: "Or when fine-tuned to place a block into a bowl, it can clear obstacles (like a piece of paper covering the bowl) to complete the task, despite that not being in the demonstrations." / X
Post Log in Sign up Post Generalist on X: "Or when fine-tuned to place a block into a bowl, it can clear obstacles (like a piece of paper covering the bowl) to complete the task, despite that not being in the demonstrations." - Generalist @GeneralistAI Aug 19 Introducing GEN-1.5, a one-shot learner. It can learn new tasks in a few seconds. Show it what to do, and it generalizes. This capability emerged from pretraining on physical data at scale, as a step towards our mission of building general intelligence for the physical world. 00:00 View media 313 1.7K 12K 3.4M - Generalist @GeneralistAI…
3:40 PM ET
GAGeneralist AI
3:40 PM ETGAGeneralist AI
Generalist on X: "GEN-1.5, our latest embodied foundation model, can learn new tasks prompted with 3 - 12 seconds of a single demonstration, no gradient updates or fine-tuning. It generalizes prompts to new situations, recovers from mistakes, and improvises new strategies to reach the same goal." / X
Post Log in Sign up Post Generalist on X: "GEN-1.5, our latest embodied foundation model, can learn new tasks prompted with 3 - 12 seconds of a single demonstration, no gradient updates or fine-tuning. It generalizes prompts to new situations, recovers from mistakes, and improvises new strategies to reach the same goal." - Generalist @GeneralistAI Aug 19 Introducing GEN-1.5, a one-shot learner. It can learn new tasks in a few seconds. Show it what to do, and it generalizes. This capability emerged from pretraining on physical data at scale, as a step towards our mission of building general…
12:00 PM ET
NVIDIA
$NVDA
12:00 PM ETNVIDIA
Post-Train NVIDIA Cosmos 3 Edge for On-Device Robot Control | NVIDIA Technical Blog
Technical Blog Subscribe Related Resources Robotics Post-Train NVIDIA Cosmos 3 Edge for On-Device Robot Control Aug 19, 2026 By Saeed Babamohamadi +12 Like Discuss (0) - L - T - F - R - E AI-Generated Summary - NVIDIA Jetson Thor can run the 4B Cosmos 3 Edge omni-model natively for on-device robot manipulation policies. - Post-training Cosmos 3 Edge on the Cosmos3-DROID dataset produces a policy that generates action chunks in about 1.53 seconds on Jetson AGX Thor T5000, enabling continuous real-time control. - In closed-loop RoboLab evaluation, the post-trained Edge policy reaches 22.9%…
9:57 PM ET
Unitree Robotics
9:57 PM ETUnitree Robotics
Unitree Robotics surges 629% to US$66 billion valuation in Shanghai share debut | South China Morning Post
Edition: International SUBSCRIBE Get unlimited access to the SCMP HIGHLIGHTS Donald Trump’s China policy\\ NEW US-China relations Hong Kong economy News Hong Kong China Economy Asia World Sport This Week in Asia US Elections Business & Tech Business Tech Opinion Latest Lifestyle Lifestyle People & Culture Style PostMag K-pop Outdoor Cooking More + Video Talking Post SCMP Films Infographics Pictures Podcasts SCMP Series Explained SCMP Spotlight Newsletters Special Reports Games Topics US-China relations Artificial intelligence (AI) Donald Trump’s China policy SpaceX Fifa World Cup 2026 Nvidia…
8:00 PM ET
Skild AI
8:00 PM ETSkild AI
Introducing S1: In-Context Learning for Robotics | Skild AI
0:00 / 0:00 1× Introducing S1: In-Context Learning for Robotics Unseen tasks10-minute horizonsOne video promptNo post-training 13-minute read Contents Introduction Why In-Context Learning for Robotics? S1: An In-Context Learner What does S1 learn from context? The Data Engine S1 In Action Seen tasks Long-horizon unseen tasks ICL scaling laws Emergent Properties Robustness and common-sense behavior Quantifying ICL robustness to distribution shifts ICL demonstration efficiency Closing Remarks References Citation Introduction The evolution of language modeling provides a blueprint for turning…
8:00 PM ET
Skild AI Team
8:00 PM ETSkild AI Team
Introducing S1: In-Context Learning for Robotics | Skild AI
0:00 / 0:00 1× Introducing S1: In-Context Learning for Robotics Unseen tasks10-minute horizonsOne video promptNo post-training 13-minute read Contents Introduction Why In-Context Learning for Robotics? S1: An In-Context Learner What does S1 learn from context? The Data Engine S1 In Action Seen tasks Long-horizon unseen tasks ICL scaling laws Emergent Properties Robustness and common-sense behavior Quantifying ICL robustness to distribution shifts ICL demonstration efficiency Closing Remarks References Citation Introduction The evolution of language modeling provides a blueprint for turning…
10:00 AM ET
https://www.facebook.com/48576411181
10:00 AM EThttps://www.facebook.com/48576411181
AME Agent Swarms Quietly Rewrite the Workflow - IEEE Spectrum
IEEE.org IEEE Xplore IEEE Standards IEEE Job Site More Sites Sign In Join IEEE Return to homepage From AI Copilots to Agent Swarms Share FOR THE TECHNOLOGY INSIDER Search: Explore by topic Aerospace AI Biomedical Climate Tech Computing Consumer Electronics Energy History of Technology Robotics Semiconductors Telecommunications Transportation IEEE Spectrum FOR THE TECHNOLOGY INSIDER Topics Aerospace AI Biomedical Climate Tech Computing Consumer Electronics Energy History of Technology Robotics Semiconductors Telecommunications Transportation Sections Features News Opinion Careers DIY…
10:36 AM ET
Figure
10:36 AM ETFigure
Theo Gage on X: "https://t.co/cIZx4OHoeU" / X
Post Log in Sign up Post - Theo Gage @realtheogg 3 Billion Humanoid Robots Could Exist. The Question Nobody Is Asking Is Where They’ll Live. Bank of America thinks the world will have 3 billion humanoid robots by 2060 Read that again. Not 3 million. Not 30 million. Three billion — more than the roughly 1.5 billion cars currently on Earth, on a per-capita basis. The obvious reaction: why would humanity ever need that many? Here's why the forecast isn't as crazy as it sounds. BofA's analysts don't frame this as science fiction. They frame it as a demographics problem — aging populations in…
1:23 AM ET
Tesla
$TSLA
1:23 AM ETTesla
Alternate Jones on X: "FWIW, I asked Grok 4.5 and Fable 5 the following: If a company first develops digital ASI and then uses it to engineer general-purpose humanoid robots, which company would be easier to disrupt: Tesla or SpaceX?
Grok 4.5 (Expert): **Tesla is easier to disrupt.**
An ASI-first… / X
Post Log in Sign up Post Alternate Jones on X: "FWIW, I asked Grok 4.5 and Fable 5 the following: If a company first develops digital ASI and then uses it to engineer general-purpose humanoid robots, which company would be easier to disrupt: Tesla or SpaceX? Grok 4.5 (Expert): \\Tesla is easier to disrupt.\\ An ASI-first company that then uses that intelligence to design and produce superior general-purpose humanoid robots has a much more direct, higher-leverage attack surface against Tesla than against SpaceX. The difference comes down to domain physics, regulatory/infrastructure scarcity,…
2:00 AM ET
1X
2:00 AM ET1X
Melvin Schwarz on X: "We deployed humanoid robots into a real factory in under 90 days!
Today, we are coming out of stealth with Nucleus.
Our team previously worked on some of robotics’ toughest challenges at 1X, Foundation,
NEURA, Agile Robots, CERN and ESA.
We have come together because Europ… / X
Post Log in Sign up Post Melvin Schwarz on X: "We deployed humanoid robots into a real factory in under 90 days! Today, we are coming out of stealth with Nucleus. Our team previously worked on some of robotics’ toughest challenges at 1X, Foundation, NEURA, Agile Robots, CERN and ESA. We have come together because Europe is losing its ability to compete. Reversing that requires abundant, affordable physical labor. But we see that current approaches to get there might not be fast enough. That's why we deploy before full autonomy, using large-scale supervision and AI agents to make our fleet…
8:00 PM ET
NVIDIA
$NVDA
8:00 PM ETNVIDIA
Hydra-0: Action Flow for Generalist World Modeling and Control | NVIDIA Isaac
Overview video Figure 1: Action flow as a shared control interface. Top: Hydra-0 learns from diverse interaction videos featuring egocentric human demonstrations, handheld UMI grippers, bimanual robot arms, and single-arm robots. Middle: Visible embodiment motion is represented as image-plane flow trajectories, placing heterogeneous interactions in a common, pixel-aligned action flow space independent of embodiment-specific joint or end-effector coordinates. This unified interface enables a single generalist world model to learn from multi-embodiment data and transfer across interaction…
8:00 PM ET
BMW Group
8:00 PM ETBMW Group
Press-Information June 25th 2026
Press-Information June 25th 2026 BMW Group advances the use of Physical AI in production with Figure 03 project in Spartanburg - Figure AI demonstrates Figure 03 humanoid robots in new use case at BMW Group Plant Spartanburg. - Robot development runs in parallel at BMW Group Plant Spartanburg and at Figure AI. - Assembly Hall in Spartanburg features BMW iFACTORY applications in artificial intelligence and virtualization. Munich/Spartanburg, USA. BMW Group intensifies the usage of digitalization and the use of artificial intelligence (AI) in production. With so-called Physical AI, which…
4:01 PM ET
NVIDIA
$NVDA
4:01 PM ETNVIDIA
5 Physical AI infrastructure platforms shaping robotics in 2026 - The Robot Report
Facebook X LinkedIn Reddit Pinterest Share From accelerated computing and simulation to data operations, open-source tooling, validation engineering, and continuous learning, these five platforms represent distinct control points in the emerging physical AI stack. For most of the modern AI boom, infrastructure had a single center of gravity: compute. Models grew larger, training runs consumed more GPUs, and the industry organized itself around accelerators, cloud clusters, training frameworks, and developer software. That stack was sufficient when AI’s outputs were text, images, video, or…
4:01 PM ET
NVIDIA
$NVDA
4:01 PM ETNVIDIA
5 Physical AI infrastructure platforms shaping robotics in 2026 - The Robot Report
Facebook X LinkedIn Reddit Pinterest Share From accelerated computing and simulation to data operations, open-source tooling, validation engineering, and continuous learning, these five platforms represent distinct control points in the emerging physical AI stack. For most of the modern AI boom, infrastructure had a single center of gravity: compute. Models grew larger, training runs consumed more GPUs, and the industry organized itself around accelerators, cloud clusters, training frameworks, and developer software. That stack was sufficient when AI’s outputs were text, images, video, or…
12:00 PM ET
Google DeepMind
$GOOGL
12:00 PM ETGoogle DeepMind
Gemini Robotics 2 brings whole body intelligence to robots — Google DeepMind
Skip to main content July 30, 2026 Models Gemini Robotics 2 brings whole body intelligence to robots Carolina Parada Share Your browser does not support the video tag. From feet to fingertips — we are teaching robots intelligent whole-body control, fine dexterity, and teamwork to complete a broad range of complex tasks For decades, we’ve dreamed of robots that can seamlessly step into our world and lend a hand. Now, that vision takes a significant stride forward. Most robots are pre-programmed or teleoperated for narrow, repetitive task sequences. They lack the ability to truly learn for…
12:00 PM ET
Google DeepMind
$GOOGL
12:00 PM ETGoogle DeepMind
Gemini Robotics 2 brings whole body intelligence to robots — Google DeepMind
Skip to main content July 30, 2026 Models Gemini Robotics 2 brings whole body intelligence to robots Carolina Parada Share Your browser does not support the video tag. From feet to fingertips — we are teaching robots intelligent whole-body control, fine dexterity, and teamwork to complete a broad range of complex tasks For decades, we’ve dreamed of robots that can seamlessly step into our world and lend a hand. Now, that vision takes a significant stride forward. Most robots are pre-programmed or teleoperated for narrow, repetitive task sequences. They lack the ability to truly learn for…
12:59 PM ET
TMTata Motors
12:59 PM ETTMTata Motors
TruthCapital on X: "The India EV Value Chain: A Crisp Investor's Map
India's EV story has moved from experiment to industrial buildout — the government is targeting 30% EV penetration by 2030, and global capital is watching where India fits into the post-China supply chain. Here's the essence: who… / X
Post Log in Sign up Post TruthCapital on X: "The India EV Value Chain: A Crisp Investor's Map India's EV story has moved from experiment to industrial buildout — the government is targeting 30% EV penetration by 2030, and global capital is watching where India fits into the post-China supply chain. Here's the essence: who makes the vehicles, what they're built from, who supplies each layer, where it's actually manufactured, and what's driving growth. 1\. The OEM Landscape Passenger vehicles (4W): EV sales surged 84% in FY2026 to 1.98 lakh units (4.3% of the PV market). Tata Motors leads but…
1:45 PM ET
BMW Group
1:45 PM ETBMW Group
BMW Group deploys Figure 03
The Robot Report Continue to Site Facebook X LinkedIn Reddit Pinterest Share Figure 03 adds tactile-sensor hands, palm cameras, wireless charging, and speech-to-speech audio over its predecessor. \| Source: BMW Group BMW Group is doubling down on its deployment of Figure.AI’s humanoid robots. The automaker last week announced that, following its successful deployment with Figure 02 at its plant in Spartanburg, S.C., it will deploy the company’s latest Figure 03 robot. “Plant Spartanburg is the birthplace of humanoid robotics in BMW Manufacturing’s operational day-to-day activities,” said…
9:57 PM ET
https://x.com/Sylviaposts
9:57 PM EThttps://x.com/Sylviaposts
Sylvia Li on X: "Spent the day at Deep Tech Week and left with one strong conviction:
the next wave of AI will not be won only by better models.
It will be won by the infrastructure that lets intelligence touch the physical world.
For anyone building in robotics, chips, manufacturing, energy, or… / X
Post Log in Sign up Post Sylvia Li on X: "Spent the day at Deep Tech Week and left with one strong conviction: the next wave of AI will not be won only by better models. It will be won by the infrastructure that lets intelligence touch the physical world. For anyone building in robotics, chips, manufacturing, energy, or physical AI, this feels increasingly obvious. Physical AI is not just an AI problem. It is a data problem, a hardware problem, a deployment problem, and a feedback-loop problem. ChatGPT had the browser. Robotics still does not have a universal distribution layer. For robot…
8:00 PM ET
Joseph Amigo, Rooholla Khorrambakht, Nicolas Mansard, Ludovic Righetti
8:00 PM ETJoseph Amigo, Rooholla Khorrambakht, Nicolas Mansard, Ludovic Righetti
Coupled Local and Global World Models for Efficient First Order RL
Real-world tasks solved zero-shot by policies trained entirely inside our learned world models: Push-T with a tabletop manipulator (left), Ego-Centric Grasp and Lift with a G1 humanoid (centre), and Ego-Centric Push Cube with a Go2 quadruped (right). Abstract World models offer a promising avenue for capturing complex environment dynamics where simulators face challenges. However, large-scale world models required for complex real-world settings are computationally expensive to adopt in popular RL approaches. We introduce a novel first-order RL method that enables policy training via a…
8:00 PM ET
Joseph Amigo, Rooholla Khorrambakht, Nicolas Mansard, Ludovic Righetti
8:00 PM ETJoseph Amigo, Rooholla Khorrambakht, Nicolas Mansard, Ludovic Righetti
Coupled Local and Global World Models for Efficient First Order RL
Real-world tasks solved zero-shot by policies trained entirely inside our learned world models: Push-T with a tabletop manipulator (left), Ego-Centric Grasp and Lift with a G1 humanoid (centre), and Ego-Centric Push Cube with a Go2 quadruped (right). Abstract World models offer a promising avenue for capturing complex environment dynamics where simulators face challenges. However, large-scale world models required for complex real-world settings are computationally expensive to adopt in popular RL approaches. We introduce a novel first-order RL method that enables policy training via a…
8:00 PM ET
Joseph Amigo, Rooholla Khorrambakht, Nicolas Mansard, Ludovic Righetti
8:00 PM ETJoseph Amigo, Rooholla Khorrambakht, Nicolas Mansard, Ludovic Righetti
Coupled Local and Global World Models for Efficient First Order RL
Real-world tasks solved zero-shot by policies trained entirely inside our learned world models: Push-T with a tabletop manipulator (left), Ego-Centric Grasp and Lift with a G1 humanoid (centre), and Ego-Centric Push Cube with a Go2 quadruped (right). Abstract World models offer a promising avenue for capturing complex environment dynamics where simulators face challenges. However, large-scale world models required for complex real-world settings are computationally expensive to adopt in popular RL approaches. We introduce a novel first-order RL method that enables policy training via a…
1:00 AM ET
ALAMI Labs
1:00 AM ETALAMI Labs
Yann LeCun's AMI Labs raises $1.03B to build world models | TechCrunch
Checking your Browser… Verifying... Stuck? Troubleshoot Success! Verification failed Troubleshoot Verification expired Refresh Verification expired Refresh Troubleshoot Cloudflare, opens in a new tab Privacy • Help ababababababababababababcdcdcdcdcdcdcdcdcdcdcdcd efefefefefefefefefefefefghghghghghghghghghghghgh ijijijijijijijijijijijijklklklklklklklklklklklkl Skip to content Image Credits: Ruhani Kaur/Bloomberg via Getty Images / Getty Images AI Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link Yann LeCun’s AMI Labs raises $1.03B to build world models…
1:00 AM ET
ALAMI Labs
1:00 AM ETALAMI Labs
Yann LeCun's AMI Labs raises $1.03B to build world models | TechCrunch
Checking your Browser… Verifying... Stuck? Troubleshoot Success! Verification failed Troubleshoot Verification expired Refresh Verification expired Refresh Troubleshoot Cloudflare, opens in a new tab Privacy • Help ababababababababababababcdcdcdcdcdcdcdcdcdcdcdcd efefefefefefefefefefefefghghghghghghghghghghghgh ijijijijijijijijijijijijklklklklklklklklklklklkl Skip to content Image Credits: Ruhani Kaur/Bloomberg via Getty Images / Getty Images AI Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link Yann LeCun’s AMI Labs raises $1.03B to build world models…
6:29 PM ET
https://x.com/randallmbriggs
6:29 PM EThttps://x.com/randallmbriggs
Randall Briggs on X: "https://t.co/Qnqls6fiQn" / X
Post Log in Sign up Post - Randall Briggs @randallmbriggs When Everyone Gets to Live like a Billionaire I was inspired to write this article by Aaron Levie’s recent piece titled Jevons Paradox for Knowledge Work where he describes how AI is making it possible for every small business and startup to have access to the same high-quality non-deterministic knowledge work as a Fortune 500 company. If you have not yet read his article, I highly recommend that you do so before coming back to this vision for the future. I believe that humanoid robots will do the same thing in the realm of physical…
3:57 PM ET
Skild AI
3:57 PM ETSkild AI
Skild AI on X: "We built a robot brain that nothing can stop.
Shattered limbs? Jammed motors? If the bot can move, the Brain will move it— even if it’s an entirely new robot body.
Meet the omni-bodied Skild Brain:" / X
Post Log in Sign up Post Skild AI on X: "We built a robot brain that nothing can stop. Shattered limbs? Jammed motors? If the bot can move, the Brain will move it— even if it’s an entirely new robot body. Meet the omni-bodied Skild Brain:" - Skild AI @SkildAI We built a robot brain that nothing can stop. Shattered limbs? Jammed motors? If the bot can move, the Brain will move it— even if it’s an entirely new robot body. Meet the omni-bodied Skild Brain: 00:00 View media 3:57 PM · Sep 24, 20252.4MViews 502 856 6.7K 2.2K - Skild AI @SkildAI Sep 24, 2025 The Skild Brain can control any machine…
10:24 AM ET
Boston Dynamics
10:24 AM ETBoston Dynamics
An Electric New Era for Atlas | Boston Dynamics
We value your privacy We use cookies to enhance your browsing experience, serve personalized ads or content, and analyze our traffic. By clicking "Accept All", you consent to our use of cookies. CustomizeReject AllAccept All Customize Consent Preferences We use cookies to help you navigate efficiently and perform certain functions. You will find detailed information about all cookies under each consent category below. The cookies that are categorized as "Necessary" are stored on your browser as they are essential for enabling the basic functionalities of the site. ... Show more…
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Physical Intelligence
—Physical Intelligence
Physical-Intelligence/openpi
# openpi openpi holds open-source models and packages for robotics, published by the [Physical Intelligence team](https://www.physicalintelligence.company/). Currently, this repo contains three types of models: - the [π₀ model](https://www.physicalintelligence.company/blog/pi0), a flow-based vision-language-action model (VLA). - the [π₀-FAST model](https://www.physicalintelligence.company/research/fast), an autoregressive VLA, based on the FAST action tokenizer. - the [π₀.₅ model](https://www.physicalintelligence.company/blog/pi05), an upgraded version of π₀ with better open-world…
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SUStanford University
—SUStanford University
OpenVLA:
OpenVLA: An Open-Source Vision-Language-Action Model Moo Jin Kim∗,1 Karl Pertsch∗,1,2 Siddharth Karamcheti∗,1,3 Ted Xiao4 Ashwin Balakrishna3 Suraj Nair3 Rafael Rafailov1 Ethan Foster1 Grace Lam Pannag Sanketi4 Quan Vuong5,† Thomas Kollar3 Benjamin Burchfiel3 Russ Tedrake3,6 Dorsa Sadigh1 Sergey Levine2 Percy Liang1 Chelsea Finn1 https://openvla.github.io970k Robot Episodes ViT Llama 2 7B Base VLM OpenVLA Vision-Language-Action Model Fine-tune VLM w/ Robot Actions: Closed-Loop Robot Control Policy User: Wipe the table. OpenVLA: [ x, , Grip] = …Δ Δθ Δ Multi-Robot Control & Efficient…
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unitreerobotics
—unitreerobotics
unitreerobotics/unitree_sdk2
# unitree_sdk2 Unitree robot sdk version 2. ### Prebuild environment * OS (Ubuntu 20.04 LTS) * CPU (aarch64 and x86_64) * Compiler (gcc version 9.4.0) ### Environment Setup Before building or running the SDK, ensure the following dependencies are installed: - CMake (version 3.10 or higher) - GCC (version 9.4.0) - Make You can install the required packages on Ubuntu 20.04 with: ```bash apt-get update apt-get install -y cmake g++ build-essential libyaml-cpp-dev libeigen3-dev libboost-all-dev libfmt-dev ``` ### Build examples To build the examples inside this repository: ```bash mkdir build cd…
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PRPromise
—PRPromise
From Archive to Production: A Hybrid Workflow with Marble | World Labs
Aug 12, 2026How Promise used Marble to transform archival imagery into immersive 3D environments for Harlan Coben’s Final Twist. From Archive to Production: A Hybrid Workflow with Marble Using Hybrid Production to Reconstruct Crime Scenes - YouTube Tap to unmute Using Hybrid Production to Reconstruct Crime Scenes Promise Promise573 subscribers Overview Copy link to this section For Harlan Coben's Final Twist on Paramount+ and CBS, Promise developed a hybrid production workflow that combined World Labs' Marble, AI-assisted image restoration, artist-led environment creation, and virtual…
π0: A Vision-Language-Action Flow Model for General Robot Control Physical Intelligence Kevin Black, Noah Brown, Danny Driess, Adnan Esmail, Michael Equi, Chelsea Finn, Niccolo Fusai, Lachy Groom, Karol Hausman, Brian Ichter, Szymon Jakubczak, Tim Jones, Liyiming Ke, Sergey Levine, Adrian Li-Bell, Mohith Mothukuri, Suraj Nair, Karl Pertsch, Lucy Xiaoyang Shi, James Tanner, Quan Vuong, Anna Walling, Haohuan Wang, Ury Zhilinsky https://physicalintelligence.company/blog/pi0 # ! 2/ . () /) , && 0'% ) 8:: ! 7 2/ . () /) ' GG ) Z)0./ GSO/, SG L ./O/ ), G mlhg / % (' (G 0 / )S/,G% y&/%,) p . n 2.G .…
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WLWorld Labs
—WLWorld Labs
Bringing Marble to Life | World Labs
Nov 12, 2025A behind-the-scenes look at how Marble powered the creation of its own launch story. Bringing Marble to Life World Labs: Just Imagine - YouTube Tap to unmute World Labs: Just Imagine World Labs World Labs5.53K subscribers Overview Copy link to this section When the World Labs team set out to create Marble’s first marketing video, they made a bold decision: to build it with Marble itself. The result was a launch video created using the same technology it introduced. Over the course of a few weeks, hundreds of 3D worlds were imagined, refined, and brought into the stage pipeline.…
Hosted By Edmond Jono Hart James (Jingxi) Xu Mene Mazarakis Angela Zhang Manfredi Bernardi Adam 134 Went Akshobhya Gupta, Hannah Tsui and 132 others Contact the Host Report Event AI 🤖🍨 Sundae Robotics 06: V-JEPA 2 & Predicting Physical Intelligence Hosted by Edmond & 6 others Aug 30 Sunday, August 30 2:00 PM - 5:00 PM PDT Register to See Address Atherton, CA Past Event This event ended 2 days ago. Welcome! To join the event, please register below. Request to Join About Event 🤖🍨 Grab a sundae and join Sundae Robotics, a private, invite-only Sunday series bringing together robotics…
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Figure
—Figure
How Figure Became the Biggest Name in Robotics | XMAQUINA DAO
Genesis Auction Wave 2! Launches June 24 Get DEUS homeDAO Portal How Figure Became the Biggest Name in Robotics Color theme: Four years, three generations of humanoids, a $39 billion valuation and now one of the largest physical AI data engines ever built. .png) August 27, 2026 Category: Physical AI Read time: 9 minutes Share This: Four years ago, Figure didn’t have a robot. Today, the company is valued at $39 billion, has built more than 1,000 humanoids, has robots working inside BMW, is preparing deployments with another major US retailer, and has developed its own AI models, manufacturing…
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NVIDIA
$NVDA
—NVIDIA
Conference & Program | embeddedworld North America 2026
Skip to main content Skip to footer Conference & Program The premier demonstration and information sharing platform for the embedded community. Innovation, networking and knowledge are all on display. Make the most of the program with the Mobile App - explore sessions and plan your visit. Search for Sessions here! Day 1-3 Tech Sessions Schedule Day 1Tue · Sep 22Day 2Wed · Sep 23Day 3Thu · Sep 24 Exhibition Open 11:00 AM – 6:00 PM Keynote9:30 – 10:30 AM The Next Evolution of Embedded: Open Platform for Autonomous, Agentic Systems Deepu Talla— VP Robotics & Edge AI, NVIDIA Day 1:1 Technical…
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Unitree Robotics
—Unitree Robotics
Brushless Digital Servo Compact and Designed for Embodied Intelligence Applications - Unitree Robotics
Brushless Digital Servo Compact and Designed for Embodied Intelligence Applications - Brushless Motor Long Life, Low Inertia, High Speed, Force Control - Temperature and Position Sensors - Precision Gearbox (Backdrivable) - Highly Integrated - High Power, High Speed - High-Speed Communication - Model Max (Stall) Torque Torque Opposite to Speed Direction Baud Rate Max (No-Load) Speed No-Load Current - J288 1.5Nm J288 6,000,000bps J288 35rad/s (334rpm)@25.2V / 16.5rad/s (157rpm)@12V J288 0.45A@25.2V 0.27A@12V - S288 0.6Nm S288 6,000,000bps S288 16.5rad/s (157rpm)@12V S288 0.27A@12V Control…
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DRDiligent Robotics
—DRDiligent Robotics
RoboBrief: Daily Robotics News, Humanoid Robots & AI Automation
Daily robotics intelligence The global robotics briefing desk Your daily robotics intelligence briefing — US, China, India & beyond. Breaking news, analysis, and insights on the global robotics revolution. - 🇺🇸United States - 🇨🇳China - 🇮🇳India - 🇯🇵Japan - 🇩🇪Germany Subscribe Free Read the briefings→ Browse topics Briefings323Briefings CadenceDailyCadence CoverageGlobalCoverage Lead briefing All briefings → Two Humanoid Robots Just Played a Full 11-Point Table Tennis Match \\ \\ HKU and KAI's SMASH 2.0 demonstration matters because table tennis forces robots to combine perception,…
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Tesla
$TSLA
—Tesla
Optimus enters production [music] at the Fremont factory this week and Tesla stock climbed 5.51% [music] on a day the i…
Optimus enters production [music] at the Fremont factory this week and Tesla stock climbed 5.51% [music] on a day the indexes fell. Hello and welcome to your Tesla briefing on the August 31st session. Here are the six things that matter. Optimus is reported to enter production at Tesla's Fremont factory this week. That moves the humanoid robot from demo footage to an actual manufacturing line. Tesla closed the session at $367.95, up 5.51%. The contrast stood out because the S&P 500 fell 0.33% and the Nasdaq fell 0.12% on the very same day. That looks like the market starting to price Optimus…
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Agility Robotics
—Agility Robotics
Job Post | Agility
Skip to Content Job Application for Senior Systems Engineer at Agility Robotics Back to jobs Senior Systems Engineer Hybrid- Fremont, CA Apply Agility’s commercially deployed humanoids operate alongside teams in warehouses, manufacturing facilities, and distribution centers—tackling physically demanding and repetitive tasks while enabling workers to focus on higher-value work. With industry-leading safety standards and years of proven deployment data, we're pioneering a new era of automation that enhances human potential. About Agility Robotics Agility Robotics is at the forefront of…
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CRClone Robotics
—CRClone Robotics
Hi, I'm Lexie Hart, your Robo Brief host. Today, humanoid robots are getting more lifelike, more affordable, and more u…
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 Android built from artificial muscles instead of motors. Then, Kepler pushes its Forerunner K2 humanoid into mass production. And Reflex Robotics puts a wheeled humanoid to work moving packages in real warehouses. Let's dive in. First up, Clone Robotics and a machine that looks less like a robot and more like a living body. Its Android, called Proto Clone, is a full-size humanoid built with a…
September 1, 2026Introducing Atlas, our new omni world model for spatial intelligence. Atlas: A World Model for Spatial Intelligence World models generate, reconstruct, and simulate any possible world. They understand how worlds appear, behave, and evolve so that we can render imagined worlds for creative users, simulate the real world in high fidelity, and help robots plan actions. At World Labs, we build these general purpose world models in pursuit of spatial intelligence. Today we are introducing Atlas, our next-generation world model. Atlas is an omni model that we pretrained from…
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NVIDIA75Figure53Unitree48Tesla46Google25Skild AI25Agility20Boston Dynamics16OpenAI16BMW12AGIBOT11axis robotics10Hugging Face10Apptronik9Fcc9Hyundai9XPENG9Physical Intelligence8World Labs8Samsung7Meta6Nscale6Anthropic5dollars5SoftBank5Toyota51x4AMD4Galbot4Spacex4UBTECH4Veeda AI4video uploads4agentic video understanding3Alibaba3Ambarella3app downloads3Booster Robotics3Broadcom3Callosum3Deep Robotics3deepseek3Dyna Robotics3DynaRobotics3General Motors3Generalist AI3humanoid robots3Leju Robotics3LG3Lightberry3Morgan Stanley3NEURA3Noble Machines3Pollen Robotics3Thinking Machines Lab3tokens processed3Waymo3X Square Robot32077 Ventures2Aglaé Lab2AI chip inference cluster2Alloy Robotics2AllSpice.io2Alpha Intelligence Capital2Amazon2AMI Labs2Applied Intuition2Artémis2assembly time2Association Familiale Mulliez2Atlas2Avnet2AWS2BHW Technologies, Ltd.2Bpifrance Digital Venture2Cardinal Group2CareIT2Cargt2Carnegie Mellon2Caterpillar2Cedarware Corp2CELUS2Cerebras2Datadog2Din Tai Fung2Dojo Five2Exor Seeds2FieldAI2Finite State2Ford Motor Company2Fourier Intelligence2fremont2fremont-factory2General Catalyst2Generalist2GoogleDeepMind2Gravis Robotics2Green Hills Software2Groupe Industriel Marcel Dassault2Harmonic Drive2Harmonic Drive Systems2HHMI Janelia2IAR2Imagimob AB2Intel2Juul Labs Inc.2Khosla Ventures2Lightwheel2LimX2LimX Dynamics2Lingyi iTech2Mercedes-Benz2Microchip Technology2MiniMax2MosChip Technologies Limited2Nabla2Nabtesco2napkin production2NBIS2New Legacy Ventures2Noom2Norbert Health2Nox Metals2Nucleus2Owkin2plant-spartanburg2Proactive International PR2Promise2Publicis Groupe2QNX2QuEra2Qwen3.8-Max-09022Radical Ventures2Real-Time Innovations (RTI)2Rheem Manufacturing2Rhoda2Robotera2Runway2SAIC2Sanctuary AI2Savoir-Faire Linux2SBVA2Scale AI2Sea2Sealevel Systems, Inc.2SK hynix2Soliton Technologies2Standard Bots2TASKING USA, LLC2Temasek2Tencent2The University of Hong Kong2Thread Group2Toradex2total paid out2total payment2training data2Uber2UnitreeRobotics2Universal Robots2Vercel2Wayve2weekly active contributors2weekly active users2Wibu-Systems USA2XPENG Robotics2ZEBOX Ventures2Zhipu2アスター2燈2秋田県横手市20xconglomerate13D inkjet printing13D reconstruction1a16z1a16z New Media1AAOI1ACE Robotics1actuation cost1Adamo1adaptation time for new robot embodiments1ADLINK1Advanced Micro Devices Inc1Aeva Technologies Inc1AgiBot's market share in humanoid robot shipments.1AGIBOT's production1Agile Robots1agilityrobotics1AI and humanoid revenue1AI spending by a large consulting firm.1Aigen1Aimalysheva1Alloy Robotics funding1Alphabet1Amara Raja Energy & Mobility1Ambarella Inc1AMI Labs funding1Amount raised by AMI Labs in funding.1Amphenol1AMZN1Anduril1Annual cost of software access.1Antioch1Apple1Aramco1Arm1articulated assets1Asimov1Astribot1Atlas deployment target for 2028.1Atlas humanoid robot1Atlas model for spatial intelligence.1Atlas robot1ATOMS1AUKI1Auras1austin,-texas1Avala1average per-step success1AVERI1Awish1Awish workflow for month-end close automation.1AXIS ROBOTICS Inc.1Axomind1badges for contributions in the AXIS campaign.1Bajaj Auto1Balaji Amines1Bank of America1barstow,-texas1Bedrock1benchmark for a commercially mature general purpose humanoid.1Beningo Embedded Group1Bharat Bijlee1Bharat Forge1Binance1BlackRock1bmw-factory1bmw-spartanburg-plant1Bosch Limited1Boston Hardware Studios1botq1Broadcom's AI revenue guidance.1BYD1ByteDance1C4 Ventures1cable stretch1california-mega-factory1Campfire1carbon reduction1Carnegie Mellon integration time1cars1Catalyst Brands1Caterpillar's operational data.1CATL1CCXI1centro-de-aplicaciones-robot-metaplant1Cerebras WSEs needed for reasonable concurrency of 256 requests.1Cerebras WSEs needed for running a large model.1CERN1CGNX1Changan1chemistry1Chery Automobile1China National Petroleum1China orders1China Southern Power Grid1China Telecom1china’s-ministry-of-industry-and-information-technology1Citic Securities1civilian robot1Claude Code1cleared transactions in 20251Clone Robotics1Cloudflare1Cognex1Cognex Corp1Columbia University1commitment on data and compute1commitment to data and compute for the next 12 months1committee-on-foreign-investment-in-the-united-states-(cfius)1company valuation1component placement rate1Compute requirements for humanoids.1continuous locomotion demo1corrections collected1Cosmicbrainai1cost of infrastructure1Cost of the GR-1 humanoid1Counterpoint Research1crowns1Cruise1CRWV1Current hours of available data for training robots.1current humanoid BOM1Current throughput of valid trajectories collected per hour.1CXMT1Cycle time for completing a plug insertion.1cycle time for the insertion task1Cyient DLM1Dandy1data supporting consumer purchases of humanoids1DaxAI1DeepgramAI1Delivery timeline for a data center.1Delta in cost due to supply chain differences1Demonstrations collected for the tasks.1deployments of Spot1detroit1development timeline of Moby.1development timeline reduction.1Dexforce1Dexmal1Dexmate1dextrous hands cost1Diligent Robotics1dilovası,-kocaeli1Direct wafer paths reduction in latency.1DiscoLoopAI1Divgi TorqTransfer Systems1Dobot1doe1Dogotix1domestic AI chip inference cluster1DoorDash1Doosan Bobcat1downloads1DROID dataset robot interaction data1Drones owned by the Pentagon1DYNA Robotics Inc.1Dyna-11Dyna-21Dynamo Ventures1Eccentric Machines1economic gains1Embodied AI model1episodes in RoboLab evaluation1Equinor1ESA1EU's AI strategy related to chip supply.1Event Duration1examples for adapting to new robotic embodiments.1Exide Industries1factory-in-china1fal1Fanuc1FaradayFuture's investment1Fetch Robotics1FieldAI-powered robot1fiftyyears1Figure_robot1Figure_robot's commitment to data and compute1FigureAI1filtered simulation episodes1Flash1Flexion1Flexion Robotics1Forerunner K2 humanoid1FORT Robotics1Foundation1Founder Edition Lumis1Foxglove1Fudan University1full-size humanoid units1full-size humanoids revenue1funding for the humanoid company1G1 humanoid grasp and lift task1GAC1GalbotRobotics1Gaorong Ventures1Geely Auto1GEN-1.5 can learn new tasks in a few seconds.1GEN-1.5 model capabilities1general purpose robot foundation model1GeneralistAI1Genesis AI1georgia1GGUF conversion and quantization1giga-texas1glen-cove1global cell capacity1global market forecast for humanoid robots by 20271Global rollout target by 2029-2030.1global shipments of humanoid robots1GMI1Goldman Sachs1GOOG1government-of-the-republic-of-serbia1Greaves Cotton1Gritt1Groq1group-plant-leipzig1GrubMarket1guangxi-regional-government1Gujarat Fluorochemicals1GXO1H3 Max Turbo1hams-hall-plant1hangzhou-yushu-technology1hardware design1Harvard University1HBL Power Systems1HCVC1HELLA India1Hero MotoCorp1Hexagon AB1Himadri Speciality Chemical1historic crime scenes1hmgma-georgia-plant1Horizon Robotics1Houmanoids1human correction data1humanoid market1Humanoid robots procurement1humanoid robots shipped in 20251humanoids built1Hydra-0 training1Hyper3D1Hyundai Glovis1Hyundai Mobis1Hyundai Motor Group1Hyundai's robot plant capacity1ICE's spending on robots.1ICL scaling gains over language prompting are moderate for seen tasks.1IDG Capital1iec1igm Robotersysteme AG1igm Robotik Sistemleri A.Ş.1IHMC1Index uploads1inference cost reduction1Initial price of Lumi's Founder Edition.1inner-mongolia1insertion trials conducted over 40 minutes1Integration of robotic components.1Intuitive Surgical1investment in humanoid robotics1investment in Veeda1Investor Interest1iRobot1IRON1iso1issue of IEEE Spectrum1J.P. Morgan1Japan orders1Japan's postal service1JBM Auto1JD.com1JINGDONG Industrials1Kawasaki Heavy Industries1Kaynes Technology1Kepler1kia-georgia-plant1lackawanna-energy-center1ladder climb1land-transport-authority-singapore1Lattice Semiconductor1LDV Capital1Leaderdrive1LeggedRobot1Li Auto1Lightspeed1likes on Seohong Park's post1LimX Luna robot1Lincoln1Linker Vision1LITE1liuzhou-training-center1LM Studio1Long-horizon unseen tasks1Longcheer1Lotus Cars1Madison Air1Mahindra & Mahindra1Mahindra CIE1manipulation tasks1Manycore Tech1MarathonMP1market opportunity1market size for Autonomous AI1Matic1maximum number of times a user can complete the same task.1McAfee1Mecka1memory manufacturer capacity1Menlo Research1Mentee Robotics1Mesoware1metaplant-de-georgia1MHS1Microduck price1Microduck specifications1Microduck's cost associated with RAM1Micron1Microsoft1Milk Road Pro1Mind Robotics1ministry-of-science-and-ict1Minth Group1minth-metal-parts-majur1MIPS, by GF1MIT1MLCommons1Mobileye1Moby deployment in a semiconductor facility.1model lifecycle1Model merge process1model shutdown1model size1Model Y L Launch Series availability1Mostik1Motherboard Labs1MP Materials1MRVL1Muse1napkins in a bin1nat gas turbine production1National Council for Social Security Fund1national-development-and-reform-commission1NBT average for RandER.1NBT average with 1% Memory Anchors removed.1NBT average with 10% Memory Anchors removed.1NBT average with 5% Memory Anchors removed.1ndrc1Nemotron 3.5 Lightning on Jetson AGX Thor1Neogen Chemicals1NeoSigma1NetSuite1NEURA valuation1NEURARobotics1new tasks1new technical hires as part of union agreement1Newlab1Nexthop AI1nhtsa1Nidec1Niron Magnetics1non-full-size humanoid units1North America orders1NotionHQ1Number of contributors for the engine on Base.1Number of downloads of the Index platform.1Number of global contributors and collected trajectories on the platform.1Number of tasks published.1Ola Electric1Olectra Greentech1Ollama1Ondas Inc1ONDS1OpenClaw1OpenMined1OpenVLA1Operational time of an early prototype.1Optimi1OUST1Ouster Inc1outsetcap1Panasonic1Parasoft1Passenger vehicles (4W)1Patient acceptance rate.1payments made1payments made through Index1payments to data creators1payouts1PEAQ1pennsylvania-governor-josh-shapiro1percentage increase in revenue1Perceptron1Perceptron AI1perceptroninc1performance comparison1Performance metric for model.1performance metrics.1performance of Dyna-21performance of S1 compared to VLAs1performance of S1 on novel tasks1Peridio1Perplexity1PetoiCamp1physical AI data delivered1Pink Robotics1Pixomondo1pollenrobotics1Ports connecting NPUs within the rack.1Ports connecting to the network of switches.1portsmouth-site1post-training duration1power consumption comparison of Jetson Orin Nano 21precision reduction gears1Predicted deployment of humanoid robots in homes.1previous performance of Dyna-11price1proception1production facilities1production requirement for napkins1production requirements for napkins1profit margins in humanoid manufacturing1Projected cost drop for humanoid robots.1Projected growth in revenue from physical AI.1Projected shortage of healthcare staff.1projected spending1prototype1Qatar Investment Authority1Qualcomm1QuEra controller success rate1Qwen3.5-4B on Jetson Orin Nano1Racepoint Global1rallies1Red Cat Holdings1Reflect V1.0 from Flexion Robotics.1Reflex Robotics1Regal Rexnord1REK1replies on Seohong Park's post1retweets on Seohong Park's post1Ricursive Intelligence1Rivian1RobbyAnt1RoboCup 20251robofab1robomyne1RoboSense1RoboStrategy, Inc.1robot capturing work inside the factory.1robot climbing a ladder1robot deployment1robot design1robot handling components and folding storage boxes1robot interaction data from the DROID dataset1Robot Learning Co1robot learning economics1robot manufacturing capacity1robot production in China1robot programming1robot training1robot-park1Robotera’s parcel-sorting robot1robotics-industrial-park1ROBOTIS1Rockchip1Rockwell Automation1ROSCon Global 20261S1 compared to current VLA models1S1 model capabilities1S1 robot foundation model1S1's accuracy compared to conventional VLA models.1S1's accuracy with one example compared to current VLA models1S1's performance on manipulation tasks1SAGE-10K dataset1SambaNova1Sansera Engineering1Saronic1SB Energy1Scale AI data delivery1Schaeffler1Science Robotics1SDLC process rewriting1sec1Second State Inc1Secure-IC1Secure-IC – a Cadence Company1seed studio1Seeed1Seeed Studio1sensing cost1Sequoia Capital1Sequoia's fundraising1Serena Capital1Seres1Series A funding1Series A funding for Norbert Health.1Serve Robotics1sf1shanghai1shenzhen1Shield AI1sim-to-real gap1Simulated robot bodies1Singapore AI Safety Institute1SKF1Skydio1Smart Analytics Global1SMRT1Solomon1Sona Comstar1Sony1south-korea-ministry-of-planning-and-budget1spartanburg1SPCX1speedup in generative performance1Spring Silicon1Stanford University1star-market1Stellarix1Stretch Cloud1structure cost1sub-10nm logic capacity1Subscribers to Robots & Startups.1success rate for few-shot learning1Success rate of AI-controlled trials.1success rate of the post-trained policy.1success rate of the wire insertion task1success rate with few-shot learning1success rate with one-shot physical prompting1successful grasps by the G1 humanoid on hardware.1sundayrobotics1supply chain gap in UxV and robotics components1Sydekick1Symbotic Inc1Synopsys1Syrma SGS Technology1System 01System 11target action-loss1Target valid hours of data per month from the Mobile Ego-Centric App.1tasks available in RoboLab.1Tata Motors1taylor,-texas1TE Connectivity1technia1teleoperation for new tasks1teleoperation hours1teleoperation reduction1Tencent Holdings1TER1Teradyne Inc1Texas Instruments1texas-dmv1the future of humanoids in robotics.1the number of humanoid robots within the next decade1the project stand not just as a piece of marketing, but as a vision statement: a world built by the very technology that made it possible.1time frame for achieving maturity in humanoid robotics.1time taken for the robot to autonomously run the task1Timeline for the plant potting task.1top five global players in humanoid robots1Top vendor positions in global humanoid shipments.1Total campaign rewards1Total capital raised1Total capital raised by Norbert Health.1total Cybercabs in Robotaxi fleet1total humanoids sold worldwide in 2025.1total memory demand with 1 million humanoid robots1total memory demand with 10 million humanoid robots1total memory SAM per unit1Total number of trajectories collected.1Total number of videos collected by Index.1total payments made1total production of humanoid robots1Total robotic systems procurement1total robots shipped1Total trajectories in the engine.1training duration1training hours for LDA-1B model1training needed for current VLA models to match S1's accuracy1training video hours1transactions1TranscEngram1TRON 21TRON 2 modular platform features.1TVS1u.s.-federal-communications-commission1UBTECH Robotics1UBTECH Robotics Corp Ltd1UC Berkeley1UMAC1UMI1UMI and teleoperation in robotics1Unitree上市估值1units1units sold1users1VAC1validated run uses 64 nodes of 4× GB200 for 60K iterations, roughly 68 hours (17.4K GB200-hours).1valuation1Valuation of robotics startup Generalist.1Valuation of XPENG's robotics business.1Veeda1venture funding into physical AI1Viam1video generation1videos uploaded1Views on the post1VisiveAI1vLLM1wafer1Wafer's funding announcement.1Wing1Wing_VC1Wonik Robotics1xAI1XDOF1Xiaomi1xiaomi-ev-factory1XPeng Motors1XPENG Robotics funding1XPENG_Global's funding1XPENG's funding.1Xpeng’s robotics unit raised1Xynova1ycombinator1Zhejiang University1ZINOVA1ZiNovaLabs1Zite1三菱電機1出資1北京人形机器人创新中心有限公司1宇树科技1宇樹科技1开发者大会参与人数1燈がアスターに出資する計画1特斯拉1
Who captures
NVIDIA43@smsehy37Figure32Tesla23Unitree18Skild AI15Google13OpenAI11axis robotics10@stretchcloud9Agility Robotics9World Labs6https://www.facebook.com/485764111816@techniahqrobot5boston-dynamics5Hyundai5Anthropic4Physical Intelligence4@SemiAnalysis_3@OperationsPLS3Veeda AI3Agibot3Lightberry3BMW3DynaRobotics3Joseph Amigo, Rooholla Khorrambakht, Nicolas Mansard, Ludovic Righetti3Meta2Broadcom2@logical_traderr2MiniMax2@ricci_nov2Alibaba2Caterpillar2@RoboPapers2Norbert Health2Zhipu2The University of Hong Kong2燈2UnitreeRobotics2Fourier Intelligence2@ParadisLabs2XPeng2Sanctuary AI21X Technologies2Dyna Robotics2Hugging Face2Promise2Generalist AI2AMI Labs2AMD1@elonmusk1Auras1ByteDance1@Scobleizer1@kyleichan1Thinking Machines Lab1Samsung1@pstAsiatech1Astribot1Vercel1@MilkRoadAI1@rimtoln1Zite1@MelvinInvests1@IEEESpectrum1Nscale1Horizon Robotics1Arm1SB Energy1Rockchip1General Catalyst1Perplexity1Waymo1@ruima1Stretch Cloud1Mostik1X Square Robot1David Cao Physical AI Builders1Morgan Stanley1ZINOVA1ZiNovaLabs1Harmonic Drive1Teradyne Inc1Noble Machines1Andra Keay1wafer1Fanuc1https://x.com/ChongZzZhang1https://x.com/SawyerMerritt1@tphuang1Hyper3D1Perceptron AI1igm Robotersysteme AG1Nabtesco1@NVIDIARobotics1SMRT1Asimov1AXIS ROBOTICS Inc.1technia1Runway1@frontrunvc1Awish1@Thom_Wolf1Milk Road Pro10xconglomerate1Goldman Sachs1UBTECH Robotics1Minth Group1Sequoia Capital1GalbotRobotics1VisiveAI1Stellarix1@BillHughesDC1SpaceX1@Olivier__OG1@realgalleryx1@fuelmeupcc1https://x.com/LerrelPinto1@du_maximilian1Generalist1a16z1https://x.com/poezhao06051FigureAI1Cerebras1@TheSanctuaryAI1DYNA Robotics Inc.1GoogleDeepMind1Perceptron1Pollen Robotics1UBTech1Hyundai Motor Group1Menlo Research1@lightberry1Apptronik1Dynamo Ventures1Cosmicbrainai1https://x.com/huaijiangzhu1https://x.com/BradPorter_1@gupta_abhinav_1https://x.com/adcock_brett1rhoda1@SkildAI1Optimi1@continuumlabs_1@spaceandtech_1NEURA1北京人形机器人创新中心有限公司1sundayrobotics1@EdmondIsARobot1XPeng Motors1https://x.com/seohong_park1https://x.com/RoboPapers1@macklorden1@TheHumanoidHub1Sydekick1GeneralistAI1https://x.com/Majumdar_Ani1@DrJimFan1Dandy1Flexion Robotics1Booster Robotics1Mecka1RoboStrategy, Inc.1Skild AI Team1Tata Motors1https://x.com/Sylviaposts1https://x.com/randallmbriggs1Stanford University1unitreerobotics1Kevin Black1Edmond1Diligent Robotics1Clone Robotics1
Sourced numbers
Thinking Machines Lab$1billion“Thinking Machines Lab is in talks to raise $1 billion at a $40 billion pre-money valuation, according to The Information.”@stretchcloud on X
Thinking Machines Lab$1billion“Thinking Machines Lab is in talks to raise $1 billion at a $40 billion pre-money valuation, according to The Information.”@stretchcloud on X
Figure$0“While its easy to see that Nvidia has invested more money into Figure and come to the conclusion that they have a higher conviction level in Figure over Agility.”@CrossedOffCap on X
Broadcom's AI revenue guidance.$230billion“they have line of sight to double again to $230 billion in 2028, with supply secured for that too.”@CKCapitalxx on X
H3 Max Turbo$0.01“a $0.01/s video generation endpoint makes AI video economically viable for things like product demo generation, marketing content pipelines, and real-time synthetic data.”@stretchcloud on X
Meta and Muse Spark 1.3 performance upgrade$0“Mark Zuckerberg calling it "frontier performance almost too cheap to meter."”@TheRundownAI on X
3D reconstruction25.3 units“Atlas claims mean AbsRel error of 25.3, better than specialist tools built for that task.”@stretchcloud on X
ROSCon Global 202615 units“ROSCon Global 2026 is the fifteenth annual flagship developer conference for the Robot Operating System (ROS) community.”NVIDIA at ROSCon 2026 | Toronto, Canada
manipulation tasks120 units“across 120 language-conditioned manipulation tasks”@NVIDIARobotics on X
market opportunity$0“the companies that benefit is not only be the robot manufacturers but the real picks and shovels will be the suppliers that provide the robot’s brain, eyes, muscles, joints, sensors and nervous system.”@MilkRoadAI on X
supply chain gap in UxV and robotics components$0“the companies solving that layer are the real infrastructure play”@OperationsPLS on X
Hydra-0 training2202 hrs“It was trained on about 2,202 hours of multi-embodiment video spanning human hands, handheld grippers, single-arm robots and bimanual systems.”@techniahqrobot on X
humanoid robots28,000 units“Morgan Stanley expects China to pass 28,000 units in 2026.”@SparXPodcast on X
cars90,000,000 units“For scale, the world builds about 90 million cars a year.”@SparXPodcast on X
valuation of Unitree$1,200“companies like Unitree reach valuations exceeding 1,200x earnings”@10xthinker on X
Optimus Gen 2 cost estimation$45,500“Morgan Stanley estimates building an Optimus Gen 2 costs $45,500 using China's supply chain, versus $131,800 without it.”@smsehy on X
Optimus Gen 2 cost estimation$45,500“Morgan Stanley estimates building an Optimus Gen 2 costs $45,500 using China's supply chain, versus $131,800 without it.”@smsehy on X
Delta in cost due to supply chain differences$86,300“That $86,300 delta is not simply raw neodymium pricing.”@smsehy on X
XPENG Robotics funding$900million“XPENG’s robotics business raised more than $900 million at a post money valuation above $6.3 billion, representing the largest single private financing recorded in China’s embodied AI sector to date.”Humanoid Digest: August 2026 | XMAQUINA DAO
Alloy Robotics funding$11.5million“Sydney based Alloy Robotics raised A$11.5 million in a seed round led by Square Peg, with Blackbird, Airtree and Skip Capital among the returning investors.”Humanoid Digest: August 2026 | XMAQUINA DAO
Figure Index uploads16,000,000 units“Figure says Index has accumulated more than 16 million video uploads across 108 countries, with 264,000 app downloads and more than 44,000 weekly active users.”Humanoid Digest: August 2026 | XMAQUINA DAO
Compute requirements for humanoids.0 units“Sizing on-chip memory buffers to prevent bus saturation during continuous high-rate tactile policy execution directly dictates compute bill of materials.”@smsehy on X
TRON 2 modular platform features.3 units“TRON 2 was already three robots in one.”@XRoboHub on X
the number of humanoid robots within the next decade1,000,000,000 units“Musk also believes robots could eventually help manufacture more robots, creating a self reinforcing production cycle that accelerates after starting slowly.”@MilkRoadAI on X
domestic AI chip inference cluster100,000 units“It already has 100k domestic AI chip inference cluster & plan to increase significantly over next 6 months.”@tphuang on X
tokens processed62,000 units“It did 62T tokens in 6 days w/ Ox Alpha”@tphuang on X
inference cost reduction$80“inference cost has dropped 80% since start of yr”@tphuang on X
Embodied AI model36,000,000,000 units“A 36B parameter model just blurred one of robotics’ biggest boundaries, the gap between seeing a scene and acting on it.”@techniahqrobot on X
production capacity of Tesla Optimus robot1,000,000 units“the line ultimately designed for about 1 million robots a year.”@WhaleFUD on X
Ports connecting NPUs within the rack.7 units“Seven ports are used to connect other NPUs on the same tray over flyover cables.”@SemiAnalysis_ on X
Ports connecting to the network of switches.4 units“This leaves the remaining 4 ports to connect to a network of low-radix-switches in the backplane for further intra-rack connectivity.”@SemiAnalysis_ on X
precision reduction gears60 units“Nabtesco states on its own site that it holds approximately 60% of the global market for the precision reduction gears in industrial robot joints.”@LeoKharon on X
sub-10nm logic capacity92 units“Roughly 92% of the world's sub-10nm logic capacity sits on one island.”@LeoKharon on X
global cell capacity80 units“Battery cells go back to China: over 80% of global cell capacity, about 99% of LFP.”@LeoKharon on X
humanoids shipped by Figure1,000 units“has already shipped 1,000+ humanoids.”@Astra1Byte on X
benchmark for a commercially mature general purpose humanoid.80 units“Put the robot into an unfamiliar home or workplace and ask it, through language instructions, to complete roughly 80% of the required tasks without retraining for that environment.”@techniahqrobot on X
time frame for achieving maturity in humanoid robotics.2 units“His estimate is 2–3 years in an optimistic case, or 5–10 years conservatively.”@techniahqrobot on X
Nemotron 3.5 Lightning on Jetson AGX Thor44.8 hrs“On Jetson AGX Thor, the three training steps completed in 44.8 seconds and saved a 438 MB adapter.”Optimize Models with Unsloth | Jetson AI Lab
FieldAI-powered robot1 units“A FieldAI-powered robot, pictured with Singapore's Minister for Transport Jeffrey Siow at @SMRT_Singapore's Gali Batu Bus Depot.”@fieldai_ on X
humanoid robots shipped in 20255,500 units“unitree shipped 5,500 humanoid robots in 2025 – more than tesla, figure ai and agility robotics combined.”@thehypedotnews on X
total production of humanoid robots6,500 units“total production exceeded 6,500 units.”@thehypedotnews on X
global market forecast for humanoid robots by 2027100,000 units“counterpoint forecasts the global market hitting 100,000 units by 2027 – 6x the 2025 numbers.”@thehypedotnews on X
Cost of the GR-1 humanoid$125,000“Shanghai-based Fourier Intelligence deployed their $125,000 GR-1 humanoid onto public transit to assist an elderly citizen.”@rich_odinn on X
@ycombinator fall cohort companies5 units“5 @ycombinator fall cohort companies across Compute, Energy, Hardware and DevTools.”@frontrunvc on X
total memory demand with 1 million humanoid robots$600million“that could represent approximately $600 million–$800 million in memory content, while 10 million robots could create a $6 billion–$8 billion opportunity.”@MelvinInvests on X
total memory demand with 10 million humanoid robots$6billion“while 10 million robots could create a $6 billion–$8 billion opportunity.”@MelvinInvests on X
total memory SAM per unit$250“we see a SAM range of between $250-$350 for DRAM and $350-$450 for NAND, for a total memory SAM of between $600-$800 or more per unit.”@ParadisLabs on X
carbon reduction1,780 units“Through smarter supply-demand matching and logistics optimisation, JINGDONG Industrials helps customers reduce unnecessary transportation and resource waste.”JD.com, Inc.
AI spending by a large consulting firm.$100“a large consulting firm is increasing their AI spend by 100x at their London office for their back office teams.”@ParadisLabs on X
NVIDIA earnings related to AI.$25“AI Clouds, Industrial & Enterprise revenue was up 25% sequentially compared to 13% for the hyperscalers.”@ParadisLabs on X
venture funding into physical AI$47.4B“Global venture funding into physical AI hit $47.4B across 521 deals in H1 2026 — nearly 4x the prior half.”@davidcao01 on X
Sequoia's fundraising$10B“Sequoia raised $10B four months after a $7B raise, explicitly reframing its thesis from "algorithms to atoms"”@davidcao01 on X
SoftBank's investment in Skild AI$1.4B“SoftBank led a $1.4B Series C into robotics firm Skild AI, tripling its valuation to $14B in seven months”@davidcao01 on X
teleoperation hours100000 hrs“Skild says the equivalent training data took to collect.”@Robot_AIsignals on X
average per-step success66 units“Skild reports 66% average per-step success on unseen tasks against 9% for a language-prompted baseline, once pre-training reaches 100,000 hours (company claim, internal evaluation).”@Robot_AIsignals on X
model lifecycle90 units“The o3 model was sunset Wednesday after just 90 days.”@LinaOrozcoDus on X
model shutdown1 units“Google’s gemini-robotics-er shuts down tomorrow.”@LinaOrozcoDus on X
Index uploads16,000,000 units“Index has taken 16 million uploads from 108 countries,”@Robot_AIsignals on X
weekly active contributors44,000 units“carries 44,000+ weekly active contributors”@Robot_AIsignals on X
payments made through Index$15M“has paid out $15M — with over $1B committed to data and compute across the next twelve months (company claims).”@Robot_AIsignals on X
rallies100 units“Galbot robots completed 100+ consecutive rallies at the World Humanoid Robot Games 2026 while tracking the ball, moving around the court and responding in real time.”@ctorobotics on X
Atlas robot1 units“Boston Dynamics is already manufacturing production-ready versions for real-world industrial work.”@KaptanHindustan on X
XPENG_Global's funding$900M“@XPENG_Global’s robotics unit raised $900M+ at a $6.3B valuation, the largest private embodied-AI round in China.”@continuumlabs_ on X
Figure_robot's commitment to data and compute$1B“@Figure_robot launched Index, its global robot-training data pipeline, and committed $1B+ to data and compute over the next 12 months.”@continuumlabs_ on X
FaradayFuture's investment$5B“@FaradayFuture launched its “EAI Robotics Made in USA” plan with $5B U.S. investment over 10 years and a robot factory by year-end.”@continuumlabs_ on X
Hyundai's robot plant capacity30,000 units“Hyundai outlined a U.S. robot plant with 30,000-unit annual capacity from 2028, plus Atlas on HMGMA lines.”@continuumlabs_ on X
Digit's real-world operation hours65000 hrs“@agilityrobotics said Digit is live at 9 customer sites with 65,000+ hours of real-world operation.”@continuumlabs_ on X
insertion trials conducted over 40 minutes313 units“The trial used robotic hands rather than a complete humanoid to insert flexible wired plugs into moving targets on a live conveyor at a global Tier 1 automotive supplier.”Sanctuary AI puts humanoid tech on industrial robots
success rate of the wire insertion task$99.5“Sanctuary AI has deployed technology developed alongside its Phoenix humanoid on an industrial wire insertion task, reporting a success rate above 99.5%”Sanctuary AI puts humanoid tech on industrial robots
Humanoid robots500,000 units“industry-wide estimates pointing toward roughly 500,000 units/year by 2027 across Optimus, Figure, 1X, Unitree, and others.”@davidcao01 on X
Drones owned by the Pentagon200,000 units“The Pentagon's Drone Dominance Program has committed $1 billion to purchasing more than 200,000 drones by 2027, scaling to 340,000 by 2028.”@davidcao01 on X
nat gas turbine production18 units“we can accelerate nat gas turbines coming online by up to 18 months, which is a profound game-changer.”@elonmusk on X
ladder climb15 units“the company's humanoid climbing 15 feet up a ladder and 15 feet back down with no human input”@IntEngineering on X
Operational time of an early prototype.10.5 hrs“Lightberry previously deployed an early prototype –– Beach Boy Robot –– at the ElevenLabs Summit, where the robot operated for 10.5 hours as an automated event photographer, interacting with attendees and uploading images autonomously.”Lightberry Unveils Lumi: A $40k Interactive Humanoid Built on a Unitree Core | Humanoids Daily
robot production in China10,000 units“Output tops 10,000 units in 2025 but a robot that needs a researcher steering its wrist isn't replacing a warehouse worker.”@fuelmeupcc on X
Gemini Robotics 2 (VLA)1 units“three models: Gemini Robotics 2 (VLA) converts vision+language into motor control first DeepMind VLA to control a full humanoid feet-to-fingertips under one checkpoint.”@csentropy on X
Gemini Robotics ER 2 (VLM)1 units“Gemini Robotics ER 2 (VLM) the embodied-reasoning brain; publicly available.”@csentropy on X
Gemini Robotics On-Device 2 (VLA)1 units“Gemini Robotics On-Device 2 (VLA) runs locally, adapts to new embodiments in a few hours.”@csentropy on X
Number of global contributors and collected trajectories on the platform.150,000 units“As of late August 2026, the platform has surpassed 150,000 global contributors and collected over 3.7 million trajectories across 4,000+ published tasks.”Cicada Market Making on X: "https://t.co/26k9SK56mf" / X
continuous locomotion demo1.5 units“SOLO completed a continuous 1.5 km outdoor route using one chest mounted depth camera and proprioception crossing stairs, slopes, grass and uneven ground.”@techniahqrobot on X
Total number of trajectories collected.2,100,000 units“2.1 million trajectories”@em3kagmi on X
Number of tasks published.1,600 units“1,600+ published tasks.”@em3kagmi on X
Total trajectories in the engine.3,000,000 units“the engine on Base had reached 3 million trajectories from 123,000+ contributors.”@em3kagmi on X
Number of contributors for the engine on Base.123,000 units“from 123,000+ contributors.”@em3kagmi on X
Cerebras WSEs needed for running a large model.$20M“that’s over $20M of CAPEX and 1MW of power consumption before you can get a forward pass on a frontier model.”Cerebras's Next Generation CS-4: Fast Just Got Faster
System 11 hrs“System 1 turns that into full-body joint targets at 200 Hz.”@techniahqrobot on X
System 01 hrs“System 0 runs at 1,000 Hz constantly adjusting balance, contact and coordination.”@techniahqrobot on X
Funding$120M“DYNA Raises $120M for Physical AGI”Careers — DYNA
napkins in a bin10 units“Ten positions in one small bin look nearly identical to the robot.”@DynaRobotics on X
production requirements for napkins1,500 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.”@DynaRobotics on X
previous performance of Dyna-1480 units“A year ago, ours managed 480 with Dyna-1.”@DynaRobotics on X
performance of Dyna-21,500 units“Today with Dyna-2, we clear well over 1,500 napkins, 2.7x faster and at higher quality.”@DynaRobotics on X
Dyna-11 units“Twelve months ago, Dyna-1 was the most reliable robot foundation model DEMO published at the time.”@DynaRobotics on X
Dyna-21 units“Today the comparison with Dyna-2 is stark.”@DynaRobotics on X
Microduck price$399“Hugging Face's Pollen Robotics just opened pre-orders for Microduck, a $399 biped.”@TheHumanoidHub on X
Microduck specifications15 units“15 motors, a camera, a small LiDAR, two IMUs, and an articulated beak that picks things up.”@TheHumanoidHub on X
Atlas deployment target for 2028.30,000 units“U.S. annual production capacity target: 30,000 units.”@StragglerLiu on X
Global rollout target by 2029-2030.25,000 units“Target: 25,000+ Atlases deployed.”@StragglerLiu on X
XPENG's funding.900 units“On August 24, 2026, announced its robotics business raised over $900M at a post-money valuation of over $6.3B.”@StragglerLiu on X
Tesla's production estimate.16,800 units“2026 total production estimated at 20,000-30,000 units.”@StragglerLiu on X
teleoperation reduction5884 hrs“cut the teleoperation needed to hit their action-loss target from 5,884 hours to 28.”@TheHumanoidHub on X
target action-loss28 hrs“cut the teleoperation needed to hit their action-loss target from 5,884 hours to 28.”@TheHumanoidHub on X
Delivery timeline for a data center.30 hrs“Turner’s prefab arm xPL Offsite delivered a hot-aisle containment system for a 30MW rapid-deployment data center.”Dynamo Dispatch (2026/08/24) - by Santosh Sankar
Gemini Robotics ER2 units“I believe Gemini Robotics ER 2 is a clear example here.”@zhodonx on X
Simulated robot bodies100,000 units“They trained locomotion across 100,000 simulated robot bodies, which forces the policy to deal with different morphologies instead of just memorizing how one specific robot moves.”@0xconglomerate on X
robot learning economics$1“you pay the enormous data bill once during foundation-model training, then amortize it across thousands of new tasks through prompting.”@rohanpaul_ai on X
S1's performance on manipulation tasks$380“one video demonstration provided roughly the benefit of 380 post-training examples!”@DeryaTR_ on X
S1 robot foundation model1 units“Skild has released S1, a robot foundation model where you specify the task with a video demonstration instead of a language instruction.”@TheHumanoidHub on X
performance of S1 compared to VLAs0 units“For known tasks, S1 can match the performance of language-prompted VLAs.”@SkildAI on X
performance of S1 on novel tasks0 units“For novel tasks, S1 exponentially outperforms any existing language-prompted VLAs as we scale the pre-training.”@SkildAI on X
teleoperation for new tasks100 hrs“A new task used to mean a hundred hours of teleoperation and a training run.”@humanoidsdaily on X
time taken for the robot to autonomously run the task11 units“Skild set up a plant potting task at 8:54pm and had the robot running it autonomously 11 minutes later.”@humanoidsdaily on X
robot climbing a ladder1 units“Figure 03 can now climb a ladder fully autonomously.”@fuzzyxbt on X
sim-to-real gap1 units“A robot can learn to perform a task almost perfectly in simulation, then fail when it encounters the real world.”@continuumlabs_ on X
Unitree G1 humanoid robot1 units“The Unitree G1 humanoid robot can drive a go-kart, controlling the steering wheel and pedals around an indoor track.”@spaceandtech_ on X
Atlas humanoid robot1 units“Boston Dynamics introduced their new, all-electric Atlas humanoid robot, noting its superior real-world application to previous iterations.”Why Boston Dynamics Gave Their Atlas Robot a Head
Unitree Robotics$50billion“Unitree Robotics' Shanghai IPO saw its valuation soar to $50 billion after a 460% debut surge, fueled by retail investors oversubscribing 8,000 times.”China’s Robot Boom Tests Investor Discipline
Unitree Robotics5,500 units“Last year Unitree shipped more than 5,500 humanoid robots, and together with rival AgiBot accounted for more than 70% of the roughly 13,000 humanoids shipped globally.”China’s Robot Boom Tests Investor Discipline
Unitree Robotics$250million“Revenue more than quadrupled last year to roughly $250 million, and the company is profitable — a distinction shared by almost none of its humanoid peers, foreign or domestic.”China’s Robot Boom Tests Investor Discipline
Unitree Robotics$904million“Unitree, formally Hangzhou Yushu Technology, raised 6.1 billion yuan ($904 million) and became the first humanoid robot maker listed on a mainland Chinese exchange.”China’s Robot Boom Tests Investor Discipline
humanoid robots sold by Unitree in 2025.5,500 units“China’s success is down to “a combination of policy support, public investment, mature supply chain, and advancements made in AI software and hardware,” Lian Jye Su, a tech analyst at consultancy firm Omdia, told Rest of World.”Unitree Claims New Humanoid Robot Outruns Usain Bolt
total humanoids sold worldwide in 2025.13,000 units“Unitree alone shipping 5,500 of the 13,000 to 18,000 humanoids sold worldwide in 2025, the most of any manufacturer.”Unitree Claims New Humanoid Robot Outruns Usain Bolt
@RoboPapers 209187717329235601230000 hrs“30,000 hours”@RoboPapers on X
articulated assets27 units“TaskGen now includes a library of 27 articulated object families (4 variants each).”@axisrobotics on X
investment in humanoid robotics$0“Most of these VCs dumping millions into humanoid robot startups are just idiots with FOMO.”@macklorden on X
data supporting consumer purchases of humanoids0 units“there is NO DATA to support this.”@macklorden on X
profit margins in humanoid manufacturing$0“the ensuing price wars will inevitably slash profit margins for these humanoid manufacturers.”@macklorden on X
robot programming1 units“If showing it once is enough, that changes both how fast a robot becomes useful and who can work with one.”@TheHumanoidHub on X
Reflect V1.0 from Flexion Robotics.0 hrs“A robotics intelligence platform designed to help robots complete complex tasks autonomously without a human operator.”@spaceandtech_ on X
Predicted deployment of humanoid robots in homes.2,000,000,000 units“62% of that eventual 3 billion — roughly 2 billion units — end up inside homes, not factories.”Theo Gage on X: "https://t.co/cIZx4OHoeU" / X
Projected cost drop for humanoid robots.$17,000“falling to around $17,000 by 2030 — converging with Unitree's G1, already priced near $16,000.”Theo Gage on X: "https://t.co/cIZx4OHoeU" / X
Deployment of robots in BMW's manufacturing line.30,000 units“Figure's robots spent 11 months on BMW's Spartanburg line, contributing to 30,000+ vehicles.”Theo Gage on X: "https://t.co/cIZx4OHoeU" / X
BMW Group production30,000 units“the Figure 02 robot supported the production of more than 30,000 BMW X3 vehicles over ten months.”Press-Information June 25th 2026
BMW Group's production capabilities with humanoid robots.30,000 units“Figure 02 supported the production of more than 30,000 BMW X3 vehicles.”BMW Group deploys Figure 03
deployments of Spot1,500 units“With over 1,500 deployments, Spot is already teaching hundreds of companies how to work alongside autonomous mobile robots.”An Electric New Era for Atlas | Boston Dynamics
Training Data20000 hrs“N1.7 is pretrained on 20K hours of EgoScale human video data alongside diverse robot demonstrations.”NVIDIA/Isaac-GR00T
the project stand not just as a piece of marketing, but as a vision statement: a world built by the very technology that made it possible.1 units“The production fused artistry, engineering, and emotion into a single workflow, revealing what’s possible when imagination becomes interactive.”Bringing Marble to Life | World Labs
video generation1 units“Atlas generates images and videos from one or more images with pixel-perfect camera control, outputting up to 1 minute of video at 1440p.”World Labs Atlas
Reef is one of the most ambitious open-source AI infrastructure projects I have seen this year. ~300 GitHub stars in two days. The core idea is genuinely different from anything else in the space: most RL post-training pipelines treat the model and the scaffolding around it as separate problems. You train one, then you write the other. Reef rejects that separation entirely. It co-evolves model weights and agent harness simultaneously, using live task outcomes as the feedback signal for both. Model side: SAO (Self-Aligned Optimization) adjusts weights from what the agent actually accomplished.…
12:45 AM ET
NVIDIA
$NVDA
12:45 AM ETNVIDIA
@stretchcloud on X
What NVIDIA shipped at IFA yesterday quietly changes local inference infrastructure. PAIR (Personal AI Router) is a free, open-source tool that auto-discovers compatible GPUs on your local network and routes inference requests to whichever machine has capacity. RTX 20-series and above, Apple M4, DGX Spark all supported. Integrates natively with Ollama and LM Studio. A few things to unpack. This is load balancing, not memory pooling. PAIR does not shard a 70B model across three machines or aggregate VRAM. Each machine runs models that fit in its own memory. What PAIR does: intelligently…
12:39 AM ET
Meta
12:39 AM ETMeta
@tchsignal on X
Meta Puts a Price on AI Interaction Data Meta is offering a striking trade-off for developers using its Muse Spark AI model: much cheaper API access if they opt in to Contributor terms that allow their prompts and model outputs to contribute to future model development. Standard pricing is $1.25 per million input tokens and $4.25 per million output tokens. Under Contributor pricing, those rates fall to $0.10 and $0.20 respectively. That distinction matters. Meta is not paying users cash, and the Contributor terms are not the default for every Muse Spark customer. Standard pricing remains…
12:30 AM ET
AMD
12:30 AM ETAMD
@SemiAnalysis_ on X
On total tokens per $ TCO, a new AMD MI355x submission beats B300 at lower interactivity ranges on AgentX. Both high throughput configs use disaggregated setups. Shoutout to vLLM, AMD, and LMCache engineers. https://t.co/Sc35IXkXY8
12:15 AM ET
BRBroadcom
12:15 AM ETBRBroadcom
@ricci_nov on X
Broadcom's core switching GM Asad Khamisy told Semicon Taiwan that co-packaged optics is not necessarily the best answer for scale-up networking, and fits scale-out better. The optics story splits by tier rather than replacing copper everywhere at once. https://t.co/5rPTq1LFXO
11:48 PM ET
Tesla
$TSLA
11:48 PM ETTesla
@elonmusk on X
The Cybercab motor uses no rare earth metals, but maintains the same range! This was extremely hard to achieve. https://t.co/2SrdikvrUM
11:44 PM ET
@elonmusk
11:44 PM ET@elonmusk
@elonmusk on X
Having electric brakes avoids the complexity of a hydraulic system: no need to rout plumbing all around the car https://t.co/DGBhdvbSZk
11:39 PM ET
@smsehy
11:39 PM ET@smsehy
@smsehy on X
Every factory running PLC virtualization demos skips the same three requirements. IEC 62443 compliance. Deterministic cycle times under 1ms. Validation against every failure mode the original hardware handled. Moving control logic off dedicated hardware onto standard compute sounds like a cost play until you price the safety certification.
11:36 PM ET
AUAuras
11:36 PM ETAUAuras
@ricci_nov on X
Auras expects ASIC-related products to reach 50% of revenue in 2027 as it expands beyond GPU platforms, with microchannel liquid cooling production targeted for 2028 and projects running with AWS and Meta. The thermal supply chain is re-anchoring on custom silicon. https://t.co/AS7HF1s97k
11:35 PM ET
Tesla
$TSLA
11:35 PM ETTesla
@elonmusk on X
Cybercab safety https://t.co/9DQYsSTGeU
11:18 PM ET
@smsehy
11:18 PM ET@smsehy
@smsehy on X
Specialized low-thermal-expansion epoxy mold compounds and resin fillers are critical to preventing catastrophic package warpage as silicon interposers exceed multiple reticle sizes in advanced AI packages. https://t.co/DCzUM7rqUU
11:18 PM ET
@smsehy
11:18 PM ET@smsehy
@smsehy on X
Back-end packaging equipment providers for dicing, thermo-compression bonding, and automated optical inspection capture structural pricing power as AI accelerators demand dense 2.5D and 3D silicon integration. https://t.co/hNEAmZld8p
11:18 PM ET
@smsehy
11:18 PM ET@smsehy
@smsehy on X
Expanding dedicated advanced packaging hubs underscores that backend assembly and testing have become equal partners to wafer lithography in delivering next-generation AI compute clusters. https://t.co/l8xuymi71s
11:17 PM ET
@smsehy
11:17 PM ET@smsehy
@smsehy on X
System-technology co-optimization requires advanced multi-physics EDA software to model thermal expansion, signal degradation, and mechanical stress across multi-die packages before committing to physical mask sets. https://t.co/HQIhF0sGYz
11:17 PM ET
@smsehy
11:17 PM ET@smsehy
@smsehy on X
The modern automotive and physical AI value chain is anchored by invisible Tier 2 semiconductor and EDA suppliers. Automakers must master direct relationships with foundries and OSATs rather than relying solely on Tier 1 integrators. https://t.co/B3y9BB60Rx
11:17 PM ET
@smsehy
11:17 PM ET@smsehy
@smsehy on X
Extending microbump pitch down to 5 microns preserves existing high-volume bonding lines and avoids the steep yield loss of early hybrid bonding adoption, shifting the engineering challenge to void-free underfill chemistry. https://t.co/Xvl6LgIbj1
11:16 PM ET
@smsehy
11:16 PM ET@smsehy
@smsehy on X
Establishing shared verification lines for advanced packaging accelerates equipment qualification cycles, helping local supply chain partners debug sub-micron bonding and cleaning tools before full production ramps. https://t.co/w0mK5hwPXu
11:16 PM ET
@smsehy
11:16 PM ET@smsehy
@smsehy on X
Scaling co-packaged optics moves the primary physical constraint from silicon photonics fabrication to precision automated fiber alignment, laser thermal stability, and high-throughput optical testing infrastructure. https://t.co/34R5fH33C4
11:16 PM ET
@smsehy
11:16 PM ET@smsehy
@smsehy on X
Shifting to large rectangular panel formats maximizes packaging substrate utilization for multi-die AI accelerators, but managing thermal warpage across large composite panels during high-temperature curing remains a severe yield hurdle. https://t.co/4HBjacchOA
11:13 PM ET
@smsehy
11:13 PM ET@smsehy
@smsehy on X
A 15-gigawatt deficit in grid power will accelerate the shift toward embedded edge intelligence and model quantization. Running efficient inference directly inside vehicle gateways and factory edge nodes bypasses utility interconnect queues. https://t.co/m8Mi9dmI5E
11:13 PM ET
@smsehy
11:13 PM ET@smsehy
@smsehy on X
Building 10,000 humanoid units requires dedicated CNC machining lines, automated joint dynamometer calibration fixtures, and Tier 2 precision component yields that match automotive powertrain tolerances. https://t.co/Aru5h4qaX6
11:12 PM ET
Figure
11:12 PM ETFigure
@CapitalSqueez on X
$CCXI So this $3.5B–$6B of locked compute deal with Nscsle is bigger than Figure’s last cash raised round. That usually means a new round at a higher print than $39B is coming soon. Figure needs to raise the cash, higher valuation. Agility is the public proxy at ~$2.5B. If Figure marks up, the whole industry gets marked up too. @agilityrobotics @HumanoidInvest @slinkyhammer @SCSQ2022 @valueInIdeas @chris_j_paxton
11:12 PM ET
@smsehy
11:12 PM ET@smsehy
@smsehy on X
Prototyping robotic kinematics is accessible for small engineering teams, but foundation models and custom edge silicon create massive capital consolidation. A few platforms will own the physical AI operating stack while hardware makers assemble standard mechanical frames. https://t.co/BGdI5joTD9
11:11 PM ET
@smsehy
11:11 PM ET@smsehy
@smsehy on X
Securing massive GPU clusters proves that physical AI is adopting frontier model training economics. The ultimate pacing item remains converting those model outputs into deterministic, safety-certified motor commands that operate reliably in active industrial cells. https://t.co/2eqrO2XgcF
11:11 PM ET
@smsehy
11:11 PM ET@smsehy
@smsehy on X
Physical constraints across high-bandwidth memory packaging and behind-the-meter power interconnects are forcing compute optimization down to the edge. When centralized megawatts take four years to commission, running quantized models on ruggedized plant controllers is the only operational option.
11:11 PM ET
@logical_traderr
11:11 PM ET@logical_traderr
@logical_traderr on X
ELECTRONICS VALUE CHAIN Copper │ ├── Copper Foil ───────────────┐ │ │ Glass Fibre ─────────────────────┤ │ ▼ Resin ───────────────────────► CCL │ ▼ PCB │ ▼ PCBA │ ▼ Box Build / EMS │ ▼ Electronics / AI / Auto / Telecom / Defence / Consumer TODAY IN INDIA Import-heavy upstream ↓ CCL / glass / specialised materials ↓ Domestic PCB capacity( building) ↓ EMS strength NEXT 3–5 YEARS CCL localisation + PCB localisation ↓ More domestic value-add ↓ Better supply security + potentially better structural margins ↓ But only if yield + qualification + utilisation actually work
11:10 PM ET
@smsehy
11:10 PM ET@smsehy
@smsehy on X
Rebuilding domestic electrical infrastructure and high-voltage grid substations is the prerequisite for both gigawatt AI datacenters and heavy industrial manufacturing. The bottleneck is not software or capital, but four-year lead times on high-power step-down transformers and switchgear.
10:47 PM ET
@stretchcloud
10:47 PM ET@stretchcloud
@stretchcloud on X
The 30-50x cost difference between computer use and MCP keeps rattling around in my head. The framing that clicks for me: computer use is paying for a human-in-the-loop at model prices. Every screen interaction generates a screenshot, feeds it through vision, waits for coordinate output, executes the click, takes another screenshot. You are spending tokens on what amounts to OCR and cursor navigation, round after round. MCP replaces that entire loop with a typed function call. No screenshots. No vision pass. No coordinate uncertainty. The model calls a tool, the tool returns structured data,…
10:27 PM ET
@stretchcloud
10:27 PM ET@stretchcloud
@stretchcloud on X
The thing I keep noticing across agentic frameworks in 2026: resumability is now the reliability primitive everyone is building toward. Genkit Go 1.13 ships it properly. A Generate call that fails at tool round five returns what it finished alongside the error. You pass resp.History() back in, only the failed step reruns. No wasted tool calls. No redone work. The same logic extends to full agent sessions. A failed or cancelled turn saves completed rounds as a snapshot. Send an empty input, it picks up from there. This matters for production. Most AI agent failures today are partial. The agent…
10:14 PM ET
OPOpenAI
10:14 PM ETOPOpenAI
@DrJimFan on X
Good old days at OpenAI in 2016: an agent stares at screen pixels, moves a mouse, and books a flight on United. We called it World of Bits, inside OpenAI Universe. 10 yrs later, Astra is reincarnated in the same universe. Even the naming is astronomically correct 😆 Universe was perhaps the most ambitious AI infra project at the time, but we couldn't quite figure out how to solve it. A policy with zero prior knowledge of what a "submit" button does has to rediscover the entire internet visual lingua by trial and error. In retrospect, RL from scratch against hand-drawn, per-task "artisan"…
10:00 PM ET
BYByteDance
10:00 PM ETBYByteDance
@pstAsiatech on X
ByteDance to expand massive AI data centre cluster in Inner Mongolia: source https://t.co/zQ7uuDnP6k
10:00 PM ET
@Scobleizer
10:00 PM ET@Scobleizer
@Scobleizer on X
Ray Kurzweil is snorting nano particles. OK, not quite yet. Just joined a brain computer startup that will make them. https://t.co/xS02EHFgWm
10:00 PM ET
NVIDIA
$NVDA
10:00 PM ETNVIDIA
@SemiAnalysis_ on X
An AI agent broke out of its sandboxes. The vulnerabilities it used were already public. "Our recommendation to providers in the ClusterMAX rankings is literally just keep your stuff up to date. If there are existing vulnerabilities that have been described publicly in popular software, this could be anything from Docker to the NVIDIA driver to Kubernetes or the Linux kernel. Clearly people, and in this case agents, can just read that description and then build an exploit from it."
9:46 PM ET
Tesla
$TSLA
9:46 PM ETTesla
@SawyerMerritt on X
Under the hood of the Cybercab https://t.co/RkLn2xRUpA
9:46 PM ET
Tesla
$TSLA
9:46 PM ETTesla
@SawyerMerritt on X
This is the Cybercab's hardware computer. https://t.co/hbFCLTj113
9:43 PM ET
Tesla
$TSLA
9:43 PM ETTesla
@SawyerMerritt on X
The Cybercab is the first Tesla to get their next-gen Supermanifold V3 thermal system. "We removed unnecessary refrigerant valves and lines and consolidated the high-and low-voltage controllers, reducing parts and complexity. Its modular design makes its production 80% automated and its operation 38% more efficient than other automotive thermal systems."
9:31 PM ET
Tesla
$TSLA
9:31 PM ETTesla
@SawyerMerritt on X
The Cybercab drive unit features a simplified bar-wound stator and lubrication system, plus an overall architecture that enables fully automated, sub-10-second cycle times. It is 18% smaller, 25% lighter and more efficient than other top performing electric vehicle drive units. https://t.co/lZXJ8RNT1I
8:09 PM ET
@kyleichan
8:09 PM ET@kyleichan
@kyleichan on X
Transformers, optical transceivers, batteries, even upstream materials like copper and electrical steel. Many key components of the American AI data center buildout are made in China. https://t.co/VEhrZk3WoN
7:00 PM ET
OPOpenAI
7:00 PM ETOPOpenAI
@SemiAnalysis_ on X
OPENAI<>NVIDIA: It is clearly a good idea for OpenAI to start an ASIC program, spend hundreds of millions on R&D, present at Hot Chips, deploy some stuff, scare NVIDIA, and get some more money and backstops from NVIDIA on the order of billions of dollars. If Jalapeno does well at scale, OpenAI will increase its revenue per MW. If Jalapeno doesn't do well, they will still get a lot of financing and backstops from NVIDIA, as Jalapeno is scaring NVIDIA. @sama wins even if their chip loses.
6:02 PM ET
Tesla
$TSLA
6:02 PM ETTesla
@smsehy on X
65 million miles of Tesla FSD fleet data. 5% safer than human driving by their own metrics. Safety certification bodies require per-scenario validation across an ODD matrix, not fleet-aggregate statistics. ISO 26262 ASIL D qualification adds 12 to 18 months per platform. That certification pipeline, not the demo reel, sets the shipping date.
5:42 PM ET
OPOpenAI
5:42 PM ETOPOpenAI
@rimtoln on X
GPT-6 ASTRA ISN'T A PATCH. IT'S A GENERATION FLIP. openai just shipped the model they call a generational leap past gpt-5.6 sol not better chat better computer use · coding · cyber · science ▹ why this is the breakthrough first openai model at Critical cyber threshold agent stacks that actually drive the machine browser · forms · repos · multi-step work enterprise-first rollout · daybreak defenders first ▹ the scoreboard (vendor table) frontiermath t4 · astra 97.6 · fable 5.1 87.8 sol was 83.0 · that's a real cliff terminal-bench science · 64.6 vs fable 52.6 automationbench · 41.4 vs 31.4…
5:27 PM ET
TMThinking Machines Lab
5:27 PM ETTMThinking Machines Lab
@stretchcloud on X
The AI lab valuation compression is happening.Thinking Machines Lab is in talks to raise $1 billion at a $40 billion pre-money valuation, according to The Information. That's down from $50 billion they explored late last year. Mira Murati founded the lab after leaving OpenAI. They've released one model: Inkling, in July 2026.The compression signal matters. Twelve months ago, a fresh frontier lab started by someone who ran OpenAI could reasonably command $50B+ on pre-product. The market is repricing. What changed: GPT-6 Astra launched today and saturated most existing benchmarks. xAI sits at…
4:43 PM ET
SASamsung
4:43 PM ETSASamsung
@MelvinInvests on X
Samsung is the most underrated AI memory stock in the market right now, and let me explain why (Save this). This chart shows global HBM market share by revenue from Q2 2025 through Q2 2026. Samsung gained 12 percentage points in a single quarter, rising from 21% to 33%, while SK hynix fell from 58% to 50% and that compressed the gap between them from 37 points to 17 points in just three months. The driver is the transition from HBM3E to HBM4 because Counterpoint notes that most HBM revenue today still comes from HBM3E, but HBM4 volumes should become far more visible in the second half of 2026…
3:30 PM ET
@SemiAnalysis_
3:30 PM ET@SemiAnalysis_
@SemiAnalysis_ on X
Shoutout to the cracked team at @vllm_project that implemented recent agentic workload optimizations. (1/5)🧵 https://t.co/BsXCtLBwvU
3:24 PM ET
Nvidia
$NVDA
3:24 PM ETNvidia
@NVIDIARobotics on X
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 frameworks for physical AI, simulation and the future of industrial AI. Listen 🎧 https://t.co/SnOAYIcyfa
3:16 PM ET
@pstAsiatech
3:16 PM ET@pstAsiatech
@pstAsiatech on X
CAC: The field of AI currently faces five main security risks and challenges. The AI industry chain presents a highly globalized division of labor and cooperation pattern, but some countries pursue "technological hegemony," creating supply chain barriers through unilateral measures such as export controls. https://t.co/pc47BlPeD0
3:03 PM ET
ASAstribot
3:03 PM ETASAstribot
@XRoboHub on X
Robots can’t stop while the model thinks. In a high-speed throw, even one pause can kill the momentum. Astribot released SmoothRL for online RL during async inference. S1 keeps moving as the model computes the next action chunk. Most actions in a chunk never execute. Train on the full chunk, and RL credits or blames moves that never happened. SmoothRL learns only from executed actions, matching real deployment timing. After 250 rollouts, tossing jumped 39%→94%, pen capping 8%→83%, and box opening 30%→90%. One autonomous toss cut acceleration RMS by 52% and jerk RMS by 47%. The model keeps…
2:37 PM ET
Nvidia
$NVDA
2:37 PM ETNvidia
@NVIDIARobotics on X
🤖💚 https://t.co/AjKvGIEtjj
2:25 PM ET
VEVercel
2:25 PM ETVEVercel
@stretchcloud on X
One command now routes Claude Code, Cursor, Codex, Cline, and four other coding harnesses through a single AI Gateway. That is what Vercel's setup flow does: run `vercel ai-gateway coding-agents setup`, it detects which agents you have installed, writes their configuration, and provisions an API key. No markup added on top. 300-plus models from 30-plus providers, behind one endpoint. The practical gain is real. When Anthropic, OpenAI, and SpaceXAI all hit outages in the same window this week, a gateway with automatic fallbacks made the difference between an agent that stalled and one that…
1:44 PM ET
@MilkRoadAI
1:44 PM ET@MilkRoadAI
@MilkRoadAI on X
The AI bull run is just getting started and here is how you want to position before the biggest spending wave (Save this). The chart shows hyperscaler capital spending rising from $491 billion in 2025 to an estimated $950 billion in 2026 and $1.4 trillion in 2027 and by 2030, spending could reach approximately $3 trillion. The right side of the chart is especially important because analysts have continued raising their estimates. The 2026 forecast increased from $731 billion to $950 billion, while the 2027 estimate rose from $833 billion to $1.4 trillion which suggests the AI infrastructure…
1:43 PM ET
@rimtoln
1:43 PM ET@rimtoln
@rimtoln on X
EVERYONE SHOWS THE 300-AGENT SWARM. almost nobody shows what happens after 300 agents are easy to spawn turning 300 outputs into one structure is the hard part ▹ the pipeline nobody demos collect → connect → organize → unify one context graph at the end the swarm starts as hundreds of isolated research paths then sources start sharing entities links form · contradictions surface weak claims stay exposed eventually the mess collapses into one structure the whole system can reason over ▹ the reframe that's the part you usually never see the swarm is the demo the graph is the product bookmark…
1:33 PM ET
Nvidia
$NVDA
1:33 PM ETNvidia
@CKCapitalxx on X
$SPCX at $110 was such a good buy looking back. The reason was literally one sentence from the earnings call. Musk said they'd end 2026 with over 2 gigawatts of compute and reach 10 gigawatts by the end of 2027. Built exclusively with Nvidia chips. Ten gigawatts. Most of the neocloud names people obsess over are fighting to get to one. And the stock was sitting at $110 because everyone was focused on the lockup, the Starship timeline, and Morgan Stanley pointing out that at those prices the market was assigning zero or negative value to the entire AI business. That was the setup. A trillion…
1:32 PM ET
ZIZite
1:32 PM ETZIZite
@stretchcloud on X
The gap between "AI can help you build this" and "AI can actually deploy this for you" just got smaller. Zite released an MCP server that lets Claude, ChatGPT, and Cursor generate fully deployable business applications, not just code files you still have to wire up yourself. The model describes the app, Zite handles the infrastructure and deployment. This is a different category from code generation. Code generation gives you an artifact you own and maintain. Deployment-as-a-tool gives you a running application where the lifecycle management is abstracted away. The distinction matters for the…
1:14 PM ET
Nvidia
$NVDA
1:14 PM ETNvidia
@tchsignal on X
Nvidia RTX Spark N1X Brings Up to 128GB of Unified Memory to Windows PCs Nvidia's RTX Spark N1X is more than another increase in CPU and GPU core counts. The new platform combines a Grace CPU, Blackwell RTX GPU and unified memory in Windows 11 laptops and small desktops. The higher-end configuration pairs 20 CPU cores with 6,144 CUDA cores and supports up to 128GB of LPDDR5X unified memory. A second configuration combines 18 CPU cores with 5,120 CUDA cores and supports up to 64GB according to Nvidia's current specifications. Laptop versions operate within a 45–80W TDP range, while Nvidia…
1:12 PM ET
Nvidia
$NVDA
1:12 PM ETNvidia
@chris_j_paxton on X
Nvidia is a fabless hardware company with no in house manufacturing, and its hard to argue with results. Vertical integration most important imo when fast iteration is important (ie no one knows how to build the right humanoid) or for relentless cost optimizing as per tesla https://t.co/bOI8GzmWBK
1:04 PM ET
Nvidia
$NVDA
1:04 PM ETNvidia
@tchsignal on X
Nvidia PAIR Turns Multiple Computers Into a Local AI Compute Pool Nvidia has launched the beta of Personal AI Router, or PAIR, a free software tool designed to make multiple compatible computers on the same local network available for AI inference through a single endpoint. PAIR can route independent requests to available machines based on factors including model availability and GPU utilization. It supports local inference backends including Ollama and LM Studio, with compatible hardware spanning GeForce RTX 20 Series and newer GPUs, RTX PRO systems, DGX Spark and Apple M4 or newer devices.…
12:47 PM ET
Figure
12:47 PM ETFigure
@TheHumanoidHub on X
Training general-purpose humanoids will need unprecedented compute capacity, and Figure is stacking the chips. Figure, with cloud partner Nscale, is deploying up to 100,000 NVIDIA Vera Rubin GPUs. It's committing $3.5 billion initially, with plans to scale to $6+ billion. Deployment starts in the second half of 2027, at a data center in Barstow, Texas. https://t.co/e5kGL4HCxp
12:36 PM ET
Nvidia
$NVDA
12:36 PM ETNvidia
@tchsignal on X
Nvidia’s $12.9B Hugging Face Deal Raises a Bigger Question About Open AI Nvidia has agreed to acquire Hugging Face in a deal valued at about $12.93 billion, but the transaction has not closed yet. It is expected to complete in the first half of 2027, subject to regulatory approvals and other closing conditions. The bigger issue is what Nvidia ownership could mean for an AI platform used by more than 18 million developers, researchers and creators, with over 3 million models, 500,000 datasets and 1 million applications. Nvidia says Hugging Face will remain an open platform. Developers will not…
12:25 PM ET
@MelvinInvests
12:25 PM ET@MelvinInvests
@MelvinInvests on X
AI’s biggest bottleneck is moving data and that could still create huge opportunities for optical networking companies (Save this) The chart shows a 1.6T optical transceiver, a device that transfers data between AI servers, switches, GPUs, and fiber optic networks. 1.6T means it can theoretically move up to 1.6 terabits of data per second, or 1,600 gigabits and that is about twice the speed of an 800G connection. This technology is important because AI data centers contain thousands of GPUs that must constantly exchange information. As AI models become larger, slow connections can leave…
11:31 AM ET
Figure
11:31 AM ETFigure
@VaderResearch on X
Robotic intelligence is following the LLM playbook. First came scaling laws. Then in-context learning. Now, massive compute. Figure just signed a $3.5B deal with Nscale. https://t.co/t3urkZULIi
11:31 AM ET
Figure
11:31 AM ETFigure
@humanoidsdaily on X
Figure is making one of the largest infrastructure bets in physical AI to date. The company is partnering with Nscale to deploy up to 100,000 GPUs on NVIDIA's next-gen Vera Rubin platform—starting with a $3.5B compute commitment and plans to scale past $6B. Here’s why it matters 🧵👇 https://t.co/T3vkcqLwUh
11:30 AM ET
OPOpenAI
11:30 AM ETOPOpenAI
@SemiAnalysis_ on X
Everyone is watching the federal/DOE-owned land at the center of the 8 GW Portsmouth site in the OpenAI–Nvidia deal. The March 2026 groundbreaking took place at the DOE’s Portsmouth Site, a former uranium-enrichment plant, and that’s where the attention has stayed. The federal component is real: the first batch of land leased in April is specifically designated for datacenter construction. (1/5)🧵
11:22 AM ET
Agility Robotics
11:22 AM ETAgility Robotics
@CrossedOffCap on X
When businesses like $CCXI / @agilityrobotics and @Figure_robot are in their early commercialization phase, looking at their strategic backers are is a helpful way to gauge their chances of long term success. While both of these businesses are backed by $NVDA, the question becomes who does NVIDIA like more? I talk about this in my new Deep Dive into Agility's investors: https://t.co/v0fNtjaUoO While its easy to see that Nvidia has invested more money into Figure and come to the conclusion that they have a higher conviction level in Figure over Agility. That may be the case. Another reason…
10:45 AM ET
NVIDIA
$NVDA
10:45 AM ETNVIDIA
@stretchcloud on X
$12.9B is not a model acquisition. It is a distribution acquisition.NVIDIA just locked in the largest AI developer community on the planet: 18M developers, 3M models, 500K datasets, 1M apps. Jensen's team is not buying Hugging Face for what it does today. They are buying the channel through which every future model will move.Hardware companies do not buy software companies to improve their margins. They do it to eliminate the surface area where the next bottleneck forms. This is the same logic behind Intel buying McAfee and Qualcomm buying NXP. Except the AI compute market is growing faster…
10:30 AM ET
@IEEESpectrum
10:30 AM ET@IEEESpectrum
@IEEESpectrum on X
Someday you might be able to tell your car, “I’m late. Drive faster,” and have it listen. Engineers have created a system that uses natural language inputs to adjust parameters of #self-driving cars, while ensuring the vehicle is still within safe limits. https://t.co/1wGAw0jReg https://t.co/gEflDIQTbx
9:11 AM ET
Figure
9:11 AM ETFigure
@HumanoidInvest on X
Figure is partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform 🤖 https://t.co/olf90xgNKb
9:10 AM ET
Nvidia
$NVDA
9:10 AM ETNvidia
@CKCapitalxx on X
$NVDA just officially agreed to acquire Hugging Face for $12.93 billion. Hugging Face is where open source AI lives. Over 18 million developers, 3 million models, 500,000 datasets, and 200,000 companies using it to discover, test and deploy AI. Every open weight release lands there first. The detail most people will miss is that Nvidia was already the largest contributor to the platform. Over 500 models and 250 open datasets released there. They've been building inside this ecosystem for years, and now they own it. Here's what it opens up. >Distribution. Nvidia owns the compute. Hugging Face…
9:09 AM ET
Figure
9:09 AM ETFigure
@adcock_brett on X
Today, Figure is partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform We're committing $3.5 billion initially, with plans to scale beyond $6 billion To ship a robot into every home, we need a massive amount of compute https://t.co/lQghyQ4fZN
9:09 AM ET
NSNscale
9:09 AM ETNSNscale
@Figure_robot on X
Today, we’re partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform We're committing $3.5 billion initially, with plans to scale beyond $6 billion Bringing a robot into every home demands compute at an unprecedented scale https://t.co/2MsCfuAqiz
8:54 AM ET
NVIDIA
$NVDA
8:54 AM ETNVIDIA
@BitsWattsDesk on X
12 Japanese segments inside the same AI bottleneck. The best one earns a 53.9% operating margin. The worst loses 4.0%. NVIDIA said the whole chain was running flat out and would not rank it. Its suppliers had already filed the ranking. https://t.co/xMjT28qSBU
8:48 AM ET
MIMiniMax
8:48 AM ETMIMiniMax
@stretchcloud on X
Video generation just crossed a threshold I didn't expect until 2027. https://t.co/wgZmOqI59X took MiniMax's H3 model, post-trained it for quality and cost, then ran it through a custom inference engine. The result: a 5-second 768p clip renders in about 3 seconds. Faster than real-time. You finish reading the prompt before the video finishes generating. The inference numbers matter because they change the workflow. When generation takes 60+ seconds, you commit to a prompt and wait. When it takes 3 seconds, you iterate. Sketch, reject, sketch again. That shift is what moves video from…
8:46 AM ET
@smsehy
8:46 AM ET@smsehy
@smsehy on X
An autonomous vehicle generates 1 to 2 TB of sensor data per hour. Streaming that to the cloud for inference costs more than the compute hardware in the vehicle. The economics of edge AI in automotive were settled before the debate started.
8:28 AM ET
Nvidia
$NVDA
8:28 AM ETNvidia
@Biti8888 on X
🚨 BREAKING: @nvidia has officially confirmed the acquisition of @huggingface Jensen Huang said open models strengthen safety and cybersecurity, accelerate innovation, and let every developer, startup, and country build AI on their own terms. He thanked Hugging Face CEO @ClementDelangue for the trust - NVIDIA will be a great home for the platform and its community. 🤗 Deal size: ~$11.9B, closing expected in 2027. PS picture is not real😁
8:22 AM ET
NVIDIA
$NVDA
8:22 AM ETNVIDIA
@techniahqrobot on X
People saw the NVIDIA and Hugging Face acquisition news and immediately focused on foundation models, GPUs and the broader AI industry. But one of the biggest consequences could be in Physical AI and humanoid robotics. NVIDIA already controls a major part of the robotics stack with GR00T, Cosmos, Isaac Sim, Isaac Lab, Jetson Thor, CUDA and TensorRT. Hugging Face adds another critical layer with LeRobot, open robotics datasets, pretrained policies, VLA tooling, model distribution and Pollen Robotics with Reachy 2. Bring those pieces closer together and the robotics workflow becomes much more…
8:08 AM ET
Nvidia
$NVDA
8:08 AM ETNvidia
@ricci_nov on X
Per TechPowerUp, Nvidia's Rubin CPX has been reworked to use HBM4 rather than GDDR7; not confirmed by Nvidia. If it holds, a part specified around graphics memory now competes for the same HBM supply as everything else in the rack. https://t.co/LjEYfYrfKm
7:55 AM ET
Nvidia
$NVDA
7:55 AM ETNvidia
@CrossedOffCap on X
It’s also important to note that Nvidia has invested in several other humanoid companies such as @Figure_robot and @NEURARobotics. They’ve invested more money and in more series into Figure. If Figure and their method of navigating the world takes off, Nvidia stands to make more money. It’s more compute/ GPU heavy versus @agilityrobotics’s digits which focuses on the mechanical design to stay up right and balanced. The interesting thing with Nvidia is that they’ve used Digit several times as a launch partner over Figure, most notably with Halos. This has given Agility their touted competitive…
7:52 AM ET
NVIDIA
$NVDA
7:52 AM ETNVIDIA
@ParadisLabs on X
NVIDIA and Broadcom will become "safe haven" stocks if inflation goes up. Hedge funds would probably rotate into $NVDA and $AVGO in size if this mechanism manifests: Higher inflation -> higher rates -> bonds fall. PMs will need to find a new hiding place within equities (cos bonds will be selling-off). They'll then ask: whose earnings are least connected to what's going wrong? I think that'll be $NVDA and $AVGO ... They've got the most stable/visible earnings growth driven by hyperscaler capex - and there's little risk of capex slowing thanks to hyperscalers' cloud backlogs being at enormous…
7:05 AM ET
@stretchcloud
7:05 AM ET@stretchcloud
@stretchcloud on X
The pricing change in Claude Fable 5.1 is more interesting than the benchmark headlines. Cache reads drop 75%. Input pricing stays at $10/M, output at $50/M. For production agentic systems that rely on caching, the cost profile just changed significantly. The evals back it up: CursorBench 73.4%, Terminal-Bench 55.8%. Strong numbers. But cheaper cache hits is what drives real production adoption. If you are building with Claude, check your caching strategy today. https://t.co/bGt2HCFBZz
6:42 AM ET
HRHorizon Robotics
6:42 AM ETHRHorizon Robotics
@tphuang on X
Horizon Robotics has hit 15m in chip delivery. It has a 31.94% mkt share in China's auto ADA chip mkt in the 1st 6 months of the yr. Its J6M chip recently started fielding on various models as the 128 TOPS is enough for most HNOA config. 40+ brands use Horizon chips & 8m+ drivers
5:17 AM ET
@smsehy
5:17 AM ET@smsehy
@smsehy on X
Pre-integrating certified microkernels with middleware platforms accelerates SDV programs, helping OEMs isolate safety-critical vehicle control functions from high-level cockpit software on consolidated compute nodes. https://t.co/Qg1aRhcQFN
5:17 AM ET
@smsehy
5:17 AM ET@smsehy
@smsehy on X
Enterprise customers deploying autonomous physical fleets cannot rely on centralized multi-tenant cloud APIs. Full operational sovereignty requires edge inference execution completely decoupled from public network connectivity. https://t.co/YJl2DcWQOa
5:15 AM ET
@smsehy
5:15 AM ET@smsehy
@smsehy on X
Automotive-grade high-bandwidth memory and LPDDR5X represent a growing percentage of central compute bill of materials, making on-chip cache optimization critical for vehicle unit economics. https://t.co/9xa0VSccoN
5:14 AM ET
@smsehy
5:14 AM ET@smsehy
@smsehy on X
FPGAs provide the critical low-latency protocol bridging and deterministic sensor aggregation needed during multi-year OEM transitions from distributed ECUs to central compute hubs. https://t.co/2CgJANqfqc
5:14 AM ET
ARArm
5:14 AM ETARArm
@smsehy on X
Arm Automotive Enhanced IP allows software teams to run identical cloud-native binaries in virtual environments years before target silicon tape-out, significantly reducing hardware bring-up risks. https://t.co/wujp2wGHEo
5:12 AM ET
@smsehy
5:12 AM ET@smsehy
@smsehy on X
Zonal compute consolidation shifts architectural leverage to silicon providers offering pre-certified safety middleware. Automakers that fail to co-design directly with semiconductor foundries risk losing software roadmap control. https://t.co/hEyaMeZPg8
5:11 AM ET
@smsehy
5:11 AM ET@smsehy
@smsehy on X
Long-term HBM capacity lockups by hyperscalers squeeze memory allocation for automotive and industrial edge compute, forcing embedded systems designers to prioritize aggressive model quantization and on-chip SRAM optimization. https://t.co/vuGgIng4lm
5:11 AM ET
@smsehy
5:11 AM ET@smsehy
@smsehy on X
As automotive architectures shift to centralized zonal compute, OEMs must manage direct relationships across EDA design tools, front-end foundries, and packaging OSATs rather than relying solely on traditional Tier 1 black boxes. https://t.co/cXsgFErsa0
5:09 AM ET
@smsehy
5:09 AM ET@smsehy
@smsehy on X
Heterogeneous compute architectures combining custom ASICs, high-bandwidth memory, and automotive-grade FPGAs prove that Level 4 autonomy requires bespoke silicon co-design to meet sub-twenty-millisecond latency budgets. https://t.co/hIPagLj7ju
5:09 AM ET
@smsehy
5:09 AM ET@smsehy
@smsehy on X
Massive capital expenditure cycles for physical datacenter buildouts, custom silicon procurement, and utility power substations are fundamentally restructuring tech balance sheets into heavy infrastructure credit profiles. https://t.co/AHbjShUpyM
5:09 AM ET
SESB Energy
5:09 AM ETSESB Energy
@smsehy on X
SB Energy, revealing details of how the AI financing structure is working. / Complex energy and compute financing arrangements highlight how access to dedicated gigawatt electrical baseload has become the primary asset determining AI infrastructure scaling velocity. https://t.co/tQR8gwoz8y
5:05 AM ET
@smsehy
5:05 AM ET@smsehy
@smsehy on X
Heavy equipment autonomy shifts the validation barrier from structured highways to unmapped terrain, extreme dust ingress, and continuous 50G shock loads. Ruggedizing edge compute and sensor cleaning systems is where physical AI gets tested. https://t.co/SlLhPtTdT6
5:00 AM ET
@smsehy
5:00 AM ET@smsehy
@smsehy on X
Mandatory V2V communication standards accelerate connected mobility infrastructure, but verifying real-time packet latency and cryptographic message authentication at highway speeds requires robust edge compute architecture. https://t.co/Ac2Up0VR9r
5:00 AM ET
@smsehy
5:00 AM ET@smsehy
@smsehy on X
Co-packaged optics and silicon photonics solve the physical thermal wall of high-speed copper interconnects, enabling low-latency data movement across massive distributed compute clusters without unsustainable electrical line losses. https://t.co/t5ZEAYO25J
4:58 AM ET
@smsehy
4:58 AM ET@smsehy
@smsehy on X
Advanced factory automation and AI compute clusters both converge on dedicated gigawatt baseload power. Modular reactor manufacturing brings the repeatable assembly line economics of automotive to clean energy infrastructure. https://t.co/nbGrjBaIlb
4:57 AM ET
@smsehy
4:57 AM ET@smsehy
@smsehy on X
Centralizing vehicle compute into zonal controllers cuts harness mass, but requires strict hardware virtualization to prevent non-deterministic infotainment applications from stalling ASIL D safety functions on shared silicon. https://t.co/olLU1hE08Q
4:57 AM ET
@smsehy
4:57 AM ET@smsehy
@smsehy on X
Advanced packaging has evolved from a back-end commodity into the primary compute scaling lever. As multi-die chiplets dominate automotive ADAS, OSAT thermal verification and test throughput dictate shipment schedules. https://t.co/PpB2nzUTh0
4:57 AM ET
@smsehy
4:57 AM ET@smsehy
@smsehy on X
Embedding integrated voltage regulators directly into silicon interposers addresses parasitic inductance at extreme current densities, making packaging thermal co-design as critical as front-end lithography. https://t.co/AmdLSmSeBA
4:56 AM ET
@smsehy
4:56 AM ET@smsehy
@smsehy on X
In automotive zonal compute, reserving leading-edge nodes for central AI inference while keeping I/O and power interfaces on mature 28nm silicon is the only viable path to maintain AEC-Q100 thermal reliability and control bill of materials cost. https://t.co/a4PfhQqwNR
4:51 AM ET
Google
$GOOGL
4:51 AM ETGoogle
@tchsignal on X
Gemini 3.8 Flash Puts Google's Rapid AI Release Cycle to the Test Google has released Gemini 3.8 Flash, its third Flash release in six weeks and roughly three weeks after Gemini 3.7 Flash. The new model is generally available with a 1 million-token context window, up to 64,000 output tokens, and low, medium, or high thinking levels. For developers, the important detail is not just Google's rapid release pace. Gemini 3.8 Flash keeps the same introductory per-token pricing as 3.7 Flash: $0.75 per million input tokens and $3.75 per million output tokens through December 31, 2026. But equal token…
4:47 AM ET
RORockchip
4:47 AM ETRORockchip
@seeedstudio on X
🔥🔥NEW Launch: reComputer RK3576 Dev Kit/Module/IO Board is Officially HERE!!!! Level up your edge AI development with Rockchip #RK3576 today! 🎉 🧩🧩Dev Kit / Module / IO Board: https://t.co/xQVIT62cbw Powered by #Rockchip #RK3576 octa-core #CPU + 6 TOPS #NPU, this series delivers reliable, low-latency on-device AI inference without cloud dependency, fully empowering industrial edge intelligence, smart vision, local #LLM/#VLM, and offline speech AI applications. 💻🤖 ✅ Powerful Edge AI Performance -YOLO11 at 77.9FPS (640×640) -DeepSeek/Qwen/Whisper -8K video decoding and 4K@60fps encoding…
4:28 AM ET
OPOpenAI
4:28 AM ETOPOpenAI
@stretchcloud on X
The thing that's underrated about background computer use isn't the 'background' part. It's what happens when you're running more than one agent at a time. Single agent, background mode: manageable. You trust it, you review what it did. Straightforward trust model. Three agents in parallel, each with computer access, each making their own permission requests: now you have a coordination problem nobody has shipped a clean answer to. Which agent controls the mouse? What happens when two request the same file simultaneously? Who approves what, and in what order? OpenAI Codex, Claude Code, and…
4:14 AM ET
@OperationsPLS
4:14 AM ET@OperationsPLS
@OperationsPLS on X
Edge AI + Physical AI is the architecture shift. Moving inference to the robot eliminates cloud latency — critical for real-time manipulation and safety. HBM5 at the edge means robots think at the point of action. https://t.co/Z8PWXWTWjM
3:47 AM ET
@stretchcloud
3:47 AM ET@stretchcloud
@stretchcloud on X
Background computer use is the feature that makes agents genuinely ambient. The agent runs while you work on something else. It clicks, types, opens apps. No babysitting. The next bottleneck is where agent clicks land: websites. Agents doing commerce, research, monitoring, or data work are spending a significant share of their compute just loading, re-reading, and re-extracting from pages they have already visited. The cost pattern I keep seeing: LLM extraction layers that call the model on every page visit. No memory of the selector. No self-healing when the site changes. The model reads the…
2:27 AM ET
ANAnthropic
2:27 AM ETANAnthropic
@stretchcloud on X
The pattern I keep seeing in AI platform battles: don't compete with a startup. Wait. Watch. Then ship the same feature to 100 million users by default. OpenClaw launched as one sentence. An agent that lives on your machine, remembers you, runs on a heartbeat, takes orders over Telegram, and works while you sleep. Anthropic has shipped that sentence. In seven pieces. Starting March 2026. March 17: Dispatch. The agent gets a phone number. You can message it while it runs. March 19: Code Channels. Telegram, Discord, iMessage as first-class transport layers. March 24: Computer use in Cowork. The…
10:14 PM ET
@stretchcloud
10:14 PM ET@stretchcloud
@stretchcloud on X
Sodium v2 introduces a WebMCP layer. Any website can now serve structured data directly to an AI agent without HTML scraping. This is AEO (Agent Engine Optimization) in practice. The web is starting to build for agents, not just browsers. I built DeepScrape to handle exactly this: giving agents reliable, structured access to web data at inference time. https://t.co/JZYTWY8roq https://t.co/oUD6R0G9j7
10:06 PM ET
Unitree
10:06 PM ETUnitree
@ruima on X
Whatever you think of Unitree, you have to agree that at least the founder, Wang Xingxing, is not trying to add to the hype. The day after his IPO, he said that the ChatGPT moment for robotics hasn't come yet, and he thinks it's at least 2 to 3 years away, maybe as many as 5 to 10. He feels like a tipping point for robotics is if you can just use voice commands to tell it what to do and have it complete 80% of household tasks. This kind of reminds me of the physical Turing test @DrJimFan at Nvidia described: if you have a messy room and it comes back clean, and you don't know if a robot or a…
9:12 PM ET
BRBroadcom
9:12 PM ETBRBroadcom
@CKCapitalxx on X
Notes from the $AVGO call. >Revenue of $29.6 billion, up 86%. AI semiconductor revenue of $16.7 billion, up 221% year over year. Operating margin at a record 68%. Free cash flow of $13.7 billion. >Q4 AI revenue guided to $21.7 billion, up 236%. Full year AI at $58 billion. But the part that matters is 2027 and 2028. >Hock said they've secured supply to double AI revenue to roughly $115 billion in fiscal 2027, and demand exceeds that. They have line of sight to double again to $230 billion in 2028, with supply secured for that too. Amie said they don't plan to update that guidance quarterly,…
8:54 PM ET
@stretchcloud
8:54 PM ET@stretchcloud
@stretchcloud on X
Grok 4.6 launched August 12. The numbers that matter for agentic workloads: SWE-bench 95.6%. 53 turns to complete agent tasks on average. Claude Opus 5 takes 103 turns for the same tasks. Grok 4.6 completes them at $0.84 per task. Pricing: $2/$6 per million tokens input/output, doubling above 200K input. 61 on the Artificial Analysis Intelligence Index, tying GPT-5.6 Sol Max on that metric. Efficient token use: 32,449 per task. Elon confirmed Grok 4.7 arrives around September 12. 2.1 trillion parameters, 40% larger than Grok 4.6's 1.5T. The step count differential is what I keep returning to.…
8:34 PM ET
GCGeneral Catalyst
8:34 PM ETGCGeneral Catalyst
@stretchcloud on X
12 PhDs and a Fields Medal winner built this in 4 months, backed by General Catalyst. https://t.co/pyhyV4u6I4 has a protocol that passes hidden states directly from a 753B frontier model to a 4B edge model at inference time. No text exchanged between the models. Neither model is fine-tuned. They come from different model families entirely. The result: 80% as accurate as the frontier model alone, running 20x faster. First place on ARC-AGI. The mechanism is what matters here. Most model compression strategies force a choice between accuracy and cost. You either run the big model and accept high…
8:14 PM ET
MIMiniMax
8:14 PM ETMIMiniMax
@stretchcloud on X
The pattern in AI inference is consistent: the fast-and-cheap version of a frontier model ships 2-4 weeks after the frontier version. H3 Max Turbo confirms this for video generation.H3 Max launched on August 26 at $0.08 per second of 768p output. H3 Max Turbo launches today at $0.01 per second, runs at 2x the speed, and hits the 97th percentile of H3 Max quality on evals. Seven days to a 50% cost reduction and 2x throughput improvement.The mechanism matters: fal built a separate inference engine specifically around MiniMax's H3 open-weights model architecture. They're not running H3 Max…
8:13 PM ET
@ricci_nov
8:13 PM ET@ricci_nov
@ricci_nov on X
HBQ: W4A5 matching W4A16 accuracy, in less silicon area than NVFP4. On a 28nm ASIC it shows 2.3x area and 4.6x energy efficiency over weight-only quantization, and 1.6-3.3x lower system energy than prior block quantization. Inference cost is still a datapath problem. https://t.co/08u6ZPO2mO
7:34 PM ET
PEPerplexity
7:34 PM ETPEPerplexity
@stretchcloud on X
The hybrid compute pattern is getting serious. Perplexity just open-sourced Lily, the local inference engine powering their Mac hybrid compute feature, and the architecture choices are worth understanding.Lily runs Qwen3.6-35B-A3B on Apple silicon using a Rust runtime with custom Metal kernels. The optimization split is separate paths for prefill and decode. That matters because the bottleneck on local AI models shifts depending on whether you're processing a long input or generating output tokens. Lily tunes both separately to match what the hardware can actually do.The use case is cleaner…
7:32 PM ET
WAWaymo
7:32 PM ETWAWaymo
@smsehy on X
Waymo designed its own inference ASIC rather than using off-the-shelf GPUs. The thermal envelope inside a vehicle roof module does not allow a 300W GPU. Automotive compute is a packaging and thermal problem first, a silicon problem second. AEC-Q100 qualification on a custom ASIC takes years, but the power budget forces the decision.
6:28 PM ET
@ruima
6:28 PM ET@ruima
@ruima on X
One underappreciated change in China: nearly 40% of new cars sold in H1 2026 came with L2+ or L2++ driving assistance. Roughly speaking, L2+ is like highway-focused FSD: highway navigation, lane changes, ramps. L2++ is closer to today’s FSD (Supervised), extending that capability into city streets. The really striking part: in China these features are increasingly bundled into the car, often with no subscription. In the US, FSD is $99/month, BlueCruise $50/month and Super Cruise $40/month after the included period. China is turning something Americans still largely treat as premium software…
6:03 PM ET
OPOpenAI
6:03 PM ETOPOpenAI
@MilkRoadAI on X
Sam Altman says AI usage could grow from 100,000 tokens per month in 2020 to hundreds of billions today, creating enormous demand for the companies powering the AI economy (Save this). That would represent roughly a million fold increase in six and a half years. Tokens are a way to measure how much information an AI model processes, so this growth shows that AI is moving from occasional chatbot questions to continuous use for coding, research, customer service, and business automation. OpenAI has reportedly seen its heaviest users consume around 100 billion tokens per month. Some extreme…
6:00 PM ET
NVIDIA
$NVDA
6:00 PM ETNVIDIA
@NVIDIARobotics on X
Robots are ready to take on complex environments. 🌍 See how AI, simulation, and accelerated computing are redefining what’s possible in robotics at #NVIDIAGTC Berlin. View sessions 👉 https://t.co/KuuYG9io52 https://t.co/fPOZUrWjyr
5:47 PM ET
WLWorld Labs
5:47 PM ETWLWorld Labs
@a16z on X
World Labs co-founder Justin Johnson on how five photos from your phone could teach a robot to work in a room it has never seen: "I think there's a couple different tech trees that people are working on. One is this notion of fully in-context learning. Maybe I've got a robotics foundation model, then I can demonstrate to the robot once how a task should be performed, and that's enough for the robot to figure out that task." "Another version is what we're calling real-to-sim-to-real. Maybe I've got my pre-trained robotics foundation model, but I want to adapt it to this particular…
5:20 PM ET
SCStretch Cloud
5:20 PM ETSCStretch Cloud
@stretchcloud on X
Edward Luo built this himself: an app that runs Claude Code, Codex, Cursor, Grok, Antigravity, OpenCode, and Pi side by side in the Mac notch. Agent finishes, notch pops. Needs approval, notch pops. One click back to that session. The pattern I keep noticing: developers want to compare coding agents on the same task. Nobody ships the full thing, so people build it themselves. What is missing from the custom build: permission voting across agents so one can block the others. Session replay for debugging. Git worktree isolation so agents do not step on each other. A shared semantic memory…
5:01 PM ET
@SemiAnalysis_
5:01 PM ET@SemiAnalysis_
@SemiAnalysis_ on X
As the industry moves towards Co-Packaged and Near-Packaged Optics, the fiber attach is forced to land on the PIC itself. Fiber coupling is a very precise endeavor, with micron level precision requirements. An edge coupler wants the fiber core roughly within half a micron of the waveguide otherwise this leads to unwanted coupling losses which are unaffordable for high bandwidth throughput. This precision is brought usually with active alignment where each fiber is positioned at sub-micron accuracy (usually through signal peak calculations) and then glued down. This is however a serial process…
5:00 PM ET
ALAlibaba
5:00 PM ETALAlibaba
@stretchcloud on X
The AI assistant category is being replaced. QwenWork landed in public beta globally this week. Alibaba's move is to make the next product category a single subscription that puts an AI agent in control of your browser, your desktop, and your files. Not a chat assistant. An agent platform. The platform merges three Alibaba products into one: QoderWork for code, MuleRun for automation, and Wukong for browser agents. Describe a task in natural language. The agent navigates websites, operates your local computer, and executes multi-step processes without you switching tools. It ships multimodal…
4:47 PM ET
@ricci_nov
4:47 PM ET@ricci_nov
@ricci_nov on X
SinkPruner drops 89% of visual tokens in multimodal models with no training, keeping 96.5% of LLaVA-1.5's performance and 91.8% of Qwen2.5-VL's. The tokens it cuts are high-norm outliers earlier methods kept. Most visual context is paid for, not used. https://t.co/VIlBbkCqYU
4:40 PM ET
@stretchcloud
4:40 PM ET@stretchcloud
@stretchcloud on X
Firecrawl's bet: the next billion users are agents. Their exact framing when they launched agent signups: "We're betting on the next 1B+ users being agents." Ask your agent to add Firecrawl, claim an API key, pull web data in seconds. The signal is correct. Agents need structured web data, not links and snippets. Web search gives pointers. What agents actually need is reliable extraction from specific pages at scale. The problem the whole category has not solved is cost. Re-reading a page with an LLM on every pass to extract data burns tokens fast. When a page changes, you re-read. When you…
4:33 PM ET
MOMostik
4:33 PM ETMOMostik
@Scobleizer on X
You have been paying a giant model to think and then to write. That second part is the expensive one. Mostik splits it. The giant model reads your problem. A small one on your own computer writes the answer. They share the thinking, not the words. 80% as good. 20 times faster. https://t.co/AD0GdYmAUg @mostik_ai @aimalysheva
4:28 PM ET
OPOpenAI
4:28 PM ETOPOpenAI
@humanoidsdaily on X
OpenAI isn’t just building the brains for robotics anymore. It’s officially building the bodies. On the Sources podcast, Sam Altman confirmed that OpenAI “will definitely do a humanoid,” putting an end to speculation over whether its in-house hardware division would stick strictly to specialized data center machines. His rationale? "The world is very much designed for people." From opening doors and typing on keyboards to driving machinery, operating in human spaces demands human-like kinematics. The confirmation follows a dramatic few months in the robotics ecosystem: • From Sim to…
4:20 PM ET
Google
$GOOGL
4:20 PM ETGoogle
@stretchcloud on X
The model tier split just happened. Gemini 3.8 Flash and Gemini 3.8 Flash Cyber launched today. Same day, completely different access regimes. The public Flash model is on the Gemini API at $0.75 per million input tokens. It scores 73.7% on DeepSWE 1.1, leads Harvey's Legal Agent Benchmark, and is the third updated Flash in 6 weeks. Gemini 3.8 Flash Cyber is not on the public API at all. Access is through Google's Fairwind Program, restricted to government agencies, critical infrastructure operators, and software maintainers. The capability gap is not marginal. Google's Chrome Security team…
4:00 PM ET
@stretchcloud
4:00 PM ET@stretchcloud
@stretchcloud on X
The flash tier just got meaningfully better. Gemini 3.8 Flash lands today at the same price as 3.7 Flash: $0.75 per million input tokens, $3.75 per million output tokens. But with significant gains on software engineering, agentic tasks, and multi-step reasoning in specialized domains. The pricing point matters as much as the capability jump. A model that's demonstrably better at code and reasoning while staying at workhorse pricing changes the calculation for production deployments. You don't have to choose between "good enough for the volume" and "capable enough for the task." The phrase…
3:36 PM ET
Meta
3:36 PM ETMeta
@TheRundownAI on X
The heavy week of AI releases continues with Meta and Muse Spark 1.3. Big jumps across the board over 1.2, with Mark Zuckerberg calling it "frontier performance almost too cheap to meter." https://t.co/uSrU3L5P6O
3:09 PM ET
CACaterpillar
3:09 PM ETCACaterpillar
Caterpillar | Caterpillar and FieldAI Advance AI-Powered Industrial Innovation
- News - Corporate Press Releases - Corporate Press Release Archive - Caterpillar and FieldAI Advance AI-Powered Industrial Innovation Caterpillar and FieldAI Advance AI-Powered Industrial Innovation Leveraging robotics, digital twins and NVIDIA technologies, the collaboration helps create safer, smarter and more productive operations IRVING, Texas, Sept. 2, 2026 – As industries face growing labor shortages and increasing productivity demands, Caterpillar Inc. (NYSE: CAT) is collaborating with FieldAI to advance physical AI, autonomy and robotics that help jobsites and factories operate safer…
3:00 PM ET
WLWorld Labs
3:00 PM ETWLWorld Labs
@stretchcloud on X
Something shifted with the World Labs Atlas announcement. We've had image generators, video generators, and 3D tools for years. Atlas does all three from a single model with the same spatial understanding. The technical description: a multimodal autoregressive diffusion transformer, pre-trained from scratch on image, video, 3D, and camera movement jointly. Not a video model with 3D features bolted on. One model, one spatial representation. What it can do: pixel-perfect camera control on generated frames up to 1440p. Video up to 60 seconds. Input a scene or image, move the camera in any…
3:00 PM ET
NVIDIA
$NVDA
3:00 PM ETNVIDIA
NVIDIA at ROSCon 2026 | Toronto, Canada
Join NVIDIA at ROSCon 2026 September 22–24, 2026 Toronto, Canada at the Sheraton Centre Toronto Hotel Register Now - Overview - Sessions - FAQs - Solutions - Resources & Community - Next Steps - Overview - Overview - Sessions - FAQs - Solutions - Resources & Community - Next Steps - Overview - Sessions - FAQs - Solutions - Resources & Community - Next Steps Discover What’s Possible With NVIDIA Robotics Join NVIDIA, partners, and customers for three days of workshops, technical talks, tutorials, and demos. Learn from leading robotics developers and get the latest on the NVIDIA Isaac™ and…
2:57 PM ET
@logical_traderr
2:57 PM ET@logical_traderr
@logical_traderr on X
A very good article on OSAT business (Outsourced Semiconductor Assembly and Test) is on the way for you folks. Been working on it, and honestly, I'm quite excited to share it with you all. Hopefully, I'll have it out soon. :)
12:00 PM ET
NVIDIA
$NVDA
12:00 PM ETNVIDIA
@NVIDIARobotics on X
🤖 A robot policy can be compact enough to run onboard and fast enough to keep the arm moving continuously. Post-trained NVIDIA Cosmos 3 Edge on NVIDIA Jetson AGX Thor T5000 generates roughly 2.13 seconds of robot motion in about 1.53 seconds, then replans from fresh camera and robot-state observations. Developers can test the same policy in closed-loop RoboLab simulation across 120 language-conditioned manipulation tasks before evaluating on hardware.
11:54 AM ET
XSX Square Robot
11:54 AM ETXSX Square Robot
@TheHumanoidHub on X
X Square Robot has introduced TwinDEX: a co-designed pair of three-finger, 9-DoF dexterous hands, one wearable for data collection, one matched robot end effector for deployment. The wearable and the robot hand share the same kinematics, geometry, materials, look, and sensors, so human demos map straight to the robot without retargeting. Human data collection improves throughput 5.3x compared to teleoperation, and a policy can be trained with a few hundred episodes without any robot data.
11:26 AM ET
NVIDIA
$NVDA
11:26 AM ETNVIDIA
@MilkRoadAI on X
Sam Altman is saying that OpenAI plans to build a humanoid robot, along with other designs because the world around us was built for humans (Save this). Doors, stairs, computers, tools, kitchens, vehicles, and factory equipment are all designed around the human body, a robot with a similar shape could therefore perform useful tasks without requiring people to redesign the entire world. His bigger vision is that one day, everyone could have a personal robot that handles the jobs they do not want to do like cleaning, carrying things, operating equipment, helping elderly people, or completing…
11:10 AM ET
@OperationsPLS
11:10 AM ET@OperationsPLS
@OperationsPLS on X
The supply chain gap in UxV and robotics components is a structural opportunity that policy alone can't close quickly. Domestic actuator, sensor, and compute supply chains take years to build — the companies solving that layer are the real infrastructure play. @davidcao01
11:01 AM ET
Agility Robotics
11:01 AM ETAgility Robotics
Agility on X: "Every object a different size, weight, and grip. Rearranging a full room's worth of stuff is the same generalized manipulation Digit uses to take on mixed loads and changing layouts on a real warehouse floor.
#Agility #DigitRobot" / X
Post Log in Sign up Post Agility on X: "Every object a different size, weight, and grip. Rearranging a full room's worth of stuff is the same generalized manipulation Digit uses to take on mixed loads and changing layouts on a real warehouse floor. \#Agility \#DigitRobot" - Agility @agilityrobotics Every object a different size, weight, and grip. Rearranging a full room's worth of stuff is the same generalized manipulation Digit uses to take on mixed loads and changing layouts on a real warehouse floor. #Agility #DigitRobot 00:00 View media 11:01 AM · Sep 2, 20261.6KViews 5 2 29 - cyberprince…
10:08 AM ET
David Cao Physical AI Builders
10:08 AM ETDavid Cao Physical AI Builders
Home | Physical AI Signal Newsletter |
Physical AI Builders Newsletter Subscribe TwitterLinkedInFacebookYouTubeDiscord \\ \\ Sep 2, 2026\\ \\ •\\ \\ 3 min read\\ \\ Physical AI Newsletter is one year old, thank you!\\ \\ Now also on Linkedin, X.com\\ \\ \\ \\ David Cao \\ \\ Aug 30, 2026\\ \\ •\\ \\ 2 min read\\ \\ Behind A16z's $1.1B Hardware Shift - Silicon Valley Went Physical - From Robot Brain to Infrastructure \\ \\ Fifteen years after "software is eating the world," Marc Andreessen's own firm just admitted atoms are eating software's margins. \\ \\ \\ \\ David Cao \\ \\ Aug 26, 2026\\ \\ •\\ \\ 7 min read\\ \\ How to Build…
9:54 AM ET
@techniahqrobot
9:54 AM ET@techniahqrobot
@techniahqrobot on X
@TheAIShrink The same training approach could work across very different robots, which makes the software easier to reuse while the hardware stays expensive. That gap could put serious pressure on margins.
9:43 AM ET
NVIDIA
$NVDA
9:43 AM ETNVIDIA
@techniahqrobot on X
We’re cooked if robots can start learning from bodies they don’t even have. NVIDIA Brown Columbia and Harvard researchers released Hydra-0, a world model that represents robot actions as pixel motion. It was trained on about 2,202 hours of multi-embodiment video spanning human hands, handheld grippers, single-arm robots and bimanual systems. Instead of tying an action to one specific robot body, Hydra-0 predicts how objects should move in the image. The team also tested it on a real 14-DoF YAM robot, which bent a flexible pipe from a desired object motion. This is still a controlled…
9:20 AM ET
CACaterpillar
9:20 AM ETCACaterpillar
Wall St Engine on X: "CATERPILLAR PARTNERS WITH FIELDAI ON PHYSICAL AI
$CAT is working with FieldAI to bring AI-powered autonomy and robotics into jobsites and factories, using Caterpillar’s operational data, FieldAI’s robot foundation models and NVIDIA technologies.
Early applications include au… / X
Post Log in Sign up Post Wall St Engine on X: "CATERPILLAR PARTNERS WITH FIELDAI ON PHYSICAL AI $CAT is working with FieldAI to bring AI-powered autonomy and robotics into jobsites and factories, using Caterpillar’s operational data, FieldAI’s robot foundation models and NVIDIA technologies. Early applications include autonomous inspections, real-time digital twins, risk detection and AI-driven optimization of equipment and facility operations." - Wall St Engine @wallstengine CATERPILLAR PARTNERS WITH FIELDAI ON PHYSICAL AI $CAT is working with FieldAI to bring AI-powered autonomy and…
9:00 AM ET
@RoboPapers
9:00 AM ET@RoboPapers
@RoboPapers on X
Embodied AI is exploding, and it’s been amazing to learn about it with you all. We have now recorded over a hundred discussions with the best researchers in the world on embodied artificial intelligence and robotics, covering topics like scaling robot learning, humanoid whole body control, tactile sensors, sim-to-real, and so much more. For our hundredth episode, we brought on our newest co-host, @ruijie_sg, to ask us what we’ve seen and learned in the first hundred episodes. Which were our most-watched episodes? Which institution shows up the most? Who was our most frequent guest? What did…
8:33 AM ET
Figure
8:33 AM ETFigure
@SparXPodcast on X
Will a billion humanoid robots be ready by 2030? No, and the arithmetic is not close. The world shipped about 13,000 humanoid robots in 2025, roughly 85% of them Chinese. AGIBOT and Unitree did over 5,000 each. Figure and Tesla together managed a few hundred. Morgan Stanley expects China to pass 28,000 units in 2026. Getting from 13,000 to a billion by 2030 means multiplying output roughly 9.5x every year for five straight years without a miss. For scale, the world builds about 90 million cars a year. A billion humanoids by 2030 would mean producing eleven times the entire global car…
8:32 AM ET
Figure
8:32 AM ETFigure
@10xthinker on X
Are humanoids a business story or just hype? - The Beijing robotics conference almost looked like a comedy show — robots stumbling, misidentifying obstacles, and performing like toddlers. - Yet the buzz has helped companies like Unitree reach valuations exceeding 1,200x earnings. At the same time, most robots deployed in China today don’t require general-purpose intelligence. So why are billions being invested? Is it an obsession with the human form factor, or because humanoids can be emotionally resonant? Our world — factories, hospitals, and homes — is built for humans. That creates a…
8:00 AM ET
MSMorgan Stanley
8:00 AM ETMSMorgan Stanley
@smsehy on X
Morgan Stanley estimates building an Optimus Gen 2 costs $45,500 using China's supply chain, versus $131,800 without it. That $86,300 delta is not simply raw neodymium pricing. It reflects fifteen years of continuous capital expenditure across EV assembly lines, rare earth magnet processing plants, and specialized high-precision machine tools. Software and foundation models grab the headlines in robotics. Yet when humanoids transition to volume manufacturing, the physical AI race collides directly with industrial processing capacity at the periodic table.
4:00 AM ET
Unitree Robotics
4:00 AM ETUnitree Robotics
Humanoid Digest: August 2026 | XMAQUINA DAO
Genesis Auction Wave 2! Launches June 24 Get DEUS homeDAO Portal Humanoid Digest: August 2026 Color theme: Another major robotics company reached the public markets as investment and company formation continued across the sector. .png) August 28, 2026 Category: Physical AI Read time: 11 minutes Share This: Unitree became the latest robotics company to go public in August, giving investors another public benchmark for valuing the sector. As more robotics companies mature outside private funding, public markets are beginning to play a larger role in how the industry is financed and valued. The…
4:00 AM ET
Unitree Robotics
4:00 AM ETUnitree Robotics
XMAQUINA on X: "Humanoid Digest: August
Another humanoid company made its public market debut this month, while the World Humanoid Robot Games in Beijing delivered another successful showcase for the industry.
Here’s what happened 🧵" / X
Post Log in Sign up Post XMAQUINA on X: "Humanoid Digest: August Another humanoid company made its public market debut this month, while the World Humanoid Robot Games in Beijing delivered another successful showcase for the industry. Here’s what happened 🧵" - XMAQUINA @xmaquina Humanoid Digest: August Another humanoid company made its public market debut this month, while the World Humanoid Robot Games in Beijing delivered another successful showcase for the industry. Here’s what happened 🧵 View media 4:00 AM · Sep 2, 20262.3KViews 5 8 74 3 - XMAQUINA @xmaquina 9h 1/ Unitree reached the…
3:44 AM ET
ALAlibaba
3:44 AM ETALAlibaba
Chubby♨️ on X: "wtf Qwen 3.8 has been updated to version 0902 and is now almost at the same level as Fable 5 in benchmarks.
The interesting two aspects:
1) For such significant jumps, it seems that you don't even change the version number anymore (no Qwen 3.9), rather the development happens so q… / X
Post Log in Sign up Post Chubby♨️ on X: "wtf Qwen 3.8 has been updated to version 0902 and is now almost at the same level as Fable 5 in benchmarks. The interesting two aspects: 1) For such significant jumps, it seems that you don't even change the version number anymore (no Qwen 3.9), rather the development happens so quickly that an update is simply added 2) it is breathtaking to see how much China is catching up and the gap to US labs is narrowing. Despite still having significantly fewer computers in comparison, models like Qwen are following suit and keeping up. Absurd." - Chubby♨️…
3:26 AM ET
@smsehy
3:26 AM ET@smsehy
@smsehy on X
Digital models scale exponentially by distributing weights across networks, but physical AI scaling remains gated by physical component manufacturing lead times. Sourcing specialized precision cycloidal gearboxes and high-voltage motor drives requires physical plant capital that cannot be accelerated by compute alone.
3:26 AM ET
@smsehy
3:26 AM ET@smsehy
@smsehy on X
Localized low-latency inference on humanoids requires automotive-grade high-bandwidth memory that withstands intense mechanical vibration and thermal cycling. Sizing on-chip memory buffers to prevent bus saturation during continuous high-rate tactile policy execution directly dictates compute bill of materials.
3:21 AM ET
ZIZINOVA
3:21 AM ETZIZINOVA
@XRoboHub on X
TRON 2 was already three robots in one. ZINOVA just gave it a new form: a construction system. LimX’s TRON 2 modular platform supports dual-arm, wheeled-leg and bipedal configurations. For this POC, ZINOVA paired humanoid manipulation with industrial-arm reach, expanding its workspace in multiple directions and at different heights. The new configuration assembles formwork with a nail gun and lumber, then places and ties multilayer rebar. Tool Intelligence lets it grasp, feel and use the tools workers already rely on across a multi-step workflow. TRON 2 isn’t limited to its standard…
11:53 PM ET
Agility Robotics
11:53 PM ETAgility Robotics
@CapitalSqueez on X
$CCXI Agility Robotics is the cleanest public-market proxy for Jensen Huang’s “every industrial company becomes a robotics company” call. While most humanoid names are still selling demo reels, Digit is already on live floors moving totes and tending machines. NVIDIA is not a distant partner here. Agility is an NVentures portfolio company, Digit’s onboard brain is moving onto Jetson / IGX Thor @agilityrobotics @HumanoidInvest @slinkyhammer @SCSQ2022 @valueInIdeas @chris_j_paxton
11:48 PM ET
ARaxis robotics
11:48 PM ETARaxis robotics
Omai Leidi (3/3) on X: "Happy Wednesday frens👋
Everyone is watching the race to build better robots.
I’m starting to think the real race is the data teaching those robots how to act.
I’ve been digging into @axisrobotics, and it changed how I look at the space.
At first glance, AXIS looks like… / X
Post Log in Sign up Post Omai Leidi (3/3) on X: "Happy Wednesday frens👋 Everyone is watching the race to build better robots. I’m starting to think the real race is the data teaching those robots how to act. I’ve been digging into @axisrobotics, and it changed how I look at the space. At first glance, AXIS looks like a platform where you control simulated robots from your browser. That’s only the entry point. The bigger idea is robotic data infrastructure. Robots need experience to become useful. They need to pick things up, move objects, sort items, assemble parts, use tools, and operate in…
10:38 PM ET
Google
$GOOGL
10:38 PM ETGoogle
@OdinsDeposition on X
@dotkrueger They essentially pinpointed their long running targets today with Nvidia and Spacex CEOs both aligned on listing 10x economic gains from robotics. Prior to that 20-30% global economic gain from widespread digital AI.
10:31 PM ET
ZIZiNovaLabs
10:31 PM ETZIZiNovaLabs
LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows.
@ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, includi… / X
Post Log in Sign up Post LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows. @ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, including formwork assembly, multi-layer rebar placement and tying. TRON 2 serves as a modular and extensible embodied robotic platform for multi-tool, multi-step tasks across large workspaces. Its dual arms handle construction tools and materials across different orientations and…
9:13 PM ET
HDHarmonic Drive
9:13 PM ETHDHarmonic Drive
@BitsWattsDesk on X
Two weeks ago I posted Harmonic Drive's (TSE: 6324) order book by region, after getting an earlier claim about it wrong. China was the only region where orders fell. The company has now put a five-year plan beside it. AI and humanoid revenue goes from 1.9bn yen to 13.3bn by FY2030. North America 1.4 to 8.4. Japan 0.2 to 4.3. China 0.3 to 0.6. Doubling, inside a plan that sevenfolds. In July, SKF signed a JV with Leaderdrive, a Chinese strain wave gear maker. Regional split is my read of the chart, though it sums to the totals in the text. Japan's jump is off a tiny base. If one quarter of…
8:00 PM ET
NHNorbert Health
8:00 PM ETNHNorbert Health
Norbert Health Raises US$14 Million Series A for Autonomous Robotic Nursing Assistants
Norbert Health, a Brooklyn-based company that turns robotic hardware into autonomous nursing assistants, raised a US$14 million Series A announced September 1, 2026. The round was led by William A. Marino with Cardinal Group, with participation from Exor Seeds and CareIT, and an angel roster that includes Datadog co-founders Alexis Le-Quoc and Olivier Pomel, Noom co-founder and executive chairman Saeju Jeong, and Owkin chief executive Thomas Clozel. The financing brings total capital raised to US$19 million. The company, led by co-founder and chief executive Alexandre Winter, sells a control…
8:00 PM ET
NHNorbert Health
8:00 PM ETNHNorbert Health
Norbert Health Raises US$14 Million Series A for Autonomous Robotic Nursing Assistants
Norbert Health, a Brooklyn-based company that turns robotic hardware into autonomous nursing assistants, raised a US$14 million Series A announced September 1, 2026. The round was led by William A. Marino with Cardinal Group, with participation from Exor Seeds and CareIT, and an angel roster that includes Datadog co-founders Alexis Le-Quoc and Olivier Pomel, Noom co-founder and executive chairman Saeju Jeong, and Owkin chief executive Thomas Clozel. The financing brings total capital raised to US$19 million. The company, led by co-founder and chief executive Alexandre Winter, sells a control…
7:22 PM ET
TITeradyne Inc
7:22 PM ETTITeradyne Inc
Value Investing Edge on X: "8. $TER | Major semiconductor-test and industrial robotics play, owning Universal Robots and MiR while supplying testing equipment critical to AI chips and memory. Q2 2026 revenue reached $1.33B, up 104% YoY." / X
Post Log in Sign up Post Value Investing Edge on X: "8. $TER \| Major semiconductor-test and industrial robotics play, owning Universal Robots and MiR while supplying testing equipment critical to AI chips and memory. Q2 2026 revenue reached $1.33B, up 104% YoY." - Value Investing Edge @StonkValue 16h $NVDA just said Physical AI could be 1,000% bigger than Digital AI. 10 best growth stocks to build a Robotics portfolio: 1\. $UMAC \| Positioned as a domestic supply-chain play for commercial and defense drones. Builds U.S.-made drone components. Q2 2026 revenue reached $16.7M, Show more - \\ \\…
7:00 PM ET
NVIDIA
$NVDA
7:00 PM ETNVIDIA
From Robot Development to Deployment with Isaac GR00T & Jetson Thor - YouTube
From Robot Development to Deployment with Isaac GR00T & Jetson Thor Visibility: Public Uploaded by: NVIDIA Omniverse Uploaded at: 2026-08-27 Published at: 2026-08-26 Length: 1:17:39 Views: 12267 Likes: 131 Category: Science & Technology Description Transcript [music] We're coming in hot. [laughter] This live stream is off the hook. You guys are really going to love this one. As you can see, right next to me, we've got a nice little stage uh camera set up with a nice little uh little robot setup. We're going to go into that a little bit later, but I'm so happy for you to join us. Welcome to…
7:00 PM ET
Nvidia
$NVDA
7:00 PM ETNvidia
Noble Machines Accelerates Humanoid Robot Development 3X | NVIDIA
Manufacturing \| Robotics Noble Machines Accelerates General Purpose Industrial Robot Development With NVIDIA Isaac GR00T Learn More Objective Noble Machines is advancing industrial robot development with the Moby general-purpose industrial robot and its supporting software stack, including a proprietary AI driven whole-body-control system. Moby is designed for complex, hazardous, and labor-intensive work across factories, logistics centers, construction sites, and semiconductor facilities, where operating reliably requires advanced perception, reasoning, adaptation, and physical interaction.…
4:48 PM ET
NVIDIA
$NVDA
4:48 PM ETNVIDIA
Accelerate Computational Engineering and Robotics With NVIDIA Warp | AddEvent
Accelerate Computational Engineering and Robotics With NVIDIA Warp schedule Wednesday, September 2, 1:00pm - 2:00pm (CDT) print Share - Facebook - Twitter - LinkedIn - Google Plus - Whatsapp - VK - StumbleUpon - Reddit - Email Link: south\americaexpand\moreTime shown inCDT -05:00America, Chicago search close Time zone am/pm 24h - (GMT-11:00)Pacific, Midway - (GMT-11:00)Pacific, Niue - (GMT-11:00)Pacific, Pago Pago - (GMT-10:00)Pacific, Honolulu - (GMT-10:00)Pacific, Rarotonga - (GMT-10:00)Pacific, Tahiti - (GMT-09:30)Pacific, Marquesas - (GMT-09:00)America, Adak - (GMT-09:00)Pacific, Gambier…
2:21 PM ET
ANAnthropic
2:21 PM ETANAnthropic
Yuchen Jin on X: "Even if most AI labs are benchmark-maxxing now, Fable 5.1 still looks like an insane jump.
From Anthropic’s blog:
- Found a 1-in-a-million crash Millennium’s team couldn’t explain for 4–5 years
- 2x faster than Opus 5 while using half the tokens
Big if true." / X
Post Log in Sign up Post Yuchen Jin on X: "Even if most AI labs are benchmark-maxxing now, Fable 5.1 still looks like an insane jump. From Anthropic’s blog: \- Found a 1-in-a-million crash Millennium’s team couldn’t explain for 4–5 years \- 2x faster than Opus 5 while using half the tokens Big if true." - Yuchen Jin @Yuchenj\UW Even if most AI labs are benchmark-maxxing now, Fable 5.1 still looks like an insane jump. From Anthropic’s blog: \- Found a 1-in-a-million crash Millennium’s team couldn’t explain for 4–5 years \- 2x faster than Opus 5 while using half the tokens Big if true. View…
2:09 PM ET
NMNoble Machines
2:09 PM ETNMNoble Machines
From Robot Development to Deployment with Isaac GR00T & Jetson Thor - YouTube
Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with your voice Sign in From Robot Development to Deployment with Isaac GR00T & Jetson Thor Tap to unmute 2x From Robot Development to Deployment with Isaac GR00T & Jetson Thor NVIDIA Omniverse 12,267 views Streamed 7d ago Copy link Info Shopping If playback doesn't begin shortly, try restarting your device. • You're signed out Videos you watch may be added to the TV's watch history and influence TV…
2:09 PM ET
Nvidia
$NVDA
2:09 PM ETNvidia
Seeed reBot Arm B601-RS: Physical AI & VLA Model Course | NVIDIA DLI Series
Warehouse China Warehouse US Warehouse Germany Warehouse The store will not work correctly in the case when cookies are disabled. US Warehouse: Enjoy FREE UNIUNI shipping on orders under $50! (Excludes XIAO & Raspberry Pi series) \\ \\ the AI Hardware Partner For Industry Products Local Warehouse Documents Customization Solution Software Support Open Claw Quick Order Account Get more with a SeeedStudio accountclear \\ \\ 1 on 1 Support \\ \\ Local Delivery \\ \\ 30-Day DOA Guarantee \\ \\ 30-Day Returns Sign In Create Account My Orders\\ Track, change, cancel Account Information\\ Update…
1:29 PM ET
Google
$GOOGL
1:29 PM ETGoogle
Google DeepMind on X: "We’re bringing agentic video understanding to our latest Gemini models.
They can now analyze videos with better accuracy while using up to 88% fewer tokens. 🧵" / X
Post Log in Sign up Post Google DeepMind on X: "We’re bringing agentic video understanding to our latest Gemini models. They can now analyze videos with better accuracy while using up to 88% fewer tokens. 🧵" - Google DeepMind @GoogleDeepMind We’re bringing agentic video understanding to our latest Gemini models. They can now analyze videos with better accuracy while using up to 88% fewer tokens. 🧵 View media 1:29 PM · Sep 1, 2026127.2KViews 93 132 1.3K 264 - Google DeepMind @GoogleDeepMind 21h Instead of scanning an entire file, Gemini reasons across the video’s transcript, audio, and…
1:28 PM ET
WLworld-labs
1:28 PM ETWLworld-labs
World Labs on X: "All of this is powered by one unified architecture: a multimodal autoregressive diffusion transformer, pretrained from scratch.
This foundation blends the best of modern LLMs and video models, benefiting from the architectural, algorithmic, and systems advances from both areas." / X
Post Log in Sign up Post World Labs on X: "All of this is powered by one unified architecture: a multimodal autoregressive diffusion transformer, pretrained from scratch. This foundation blends the best of modern LLMs and video models, benefiting from the architectural, algorithmic, and systems advances from both areas." - World Labs @theworldlabs 12h Introducing Atlas: The world's first multimodal world model that generates image and video frames with pixel-perfect camera control and reconstructs them in 3D. Model the world, move the camera, and simulate space & time. 00:00 View media 330…
1:28 PM ET
WLworld-labs
1:28 PM ETWLworld-labs
Atlas: A World Model for Spatial Intelligence | World Labs
September 1, 2026Introducing Atlas, our new omni world model for spatial intelligence. Atlas: A World Model for Spatial Intelligence World models generate, reconstruct, and simulate any possible world. They understand how worlds appear, behave, and evolve so that we can render imagined worlds for creative users, simulate the real world in high fidelity, and help robots plan actions. At World Labs, we build these general purpose world models in pursuit of spatial intelligence. Today we are introducing Atlas, our next-generation world model. Atlas is an omni model that we pretrained from…
12:54 PM ET
Agility
12:54 PM ETAgility
Job Post | Agility
Skip to Content Job Application for Senior Systems Engineer at Agility Robotics Back to jobs Senior Systems Engineer Hybrid- Fremont, CA Apply Agility’s commercially deployed humanoids operate alongside teams in warehouses, manufacturing facilities, and distribution centers—tackling physically demanding and repetitive tasks while enabling workers to focus on higher-value work. With industry-leading safety standards and years of proven deployment data, we're pioneering a new era of automation that enhances human potential. About Agility Robotics Agility Robotics is at the forefront of…
12:53 PM ET
Nvidia
$NVDA
12:53 PM ETNvidia
Polymarket Money on X: "BREAKING: Nvidia declares physical AI could become “10x larger than digital AI” with Jensen Huang predicting every industrial company will become a robotics company." / X
Post Log in Sign up Post Polymarket Money on X: "BREAKING: Nvidia declares physical AI could become “10x larger than digital AI” with Jensen Huang predicting every industrial company will become a robotics company." - Polymarket Money @PolymarketMoney BREAKING: Nvidia declares physical AI could become “10x larger than digital AI” with Jensen Huang predicting every industrial company will become a robotics company. 12:53 PM · Sep 1, 2026200.5KViews 78 283 3.3K 503 - GEODNET @GEODNET 20h Jensen is spot on. But as Physical AI scales 10x, standard digital compute isn't enough. Autonomous robots,…
12:01 PM ET
Andra Keay
12:01 PM ETAndra Keay
Learning about robots from science fiction - by Andra Keay
Robots & Startups Interesting things about robots, robot startups, and the future that's already here. From the epicenter of the robot revolution - Silicon Valley Robotics. By Andra Keay · Over 10,000 subscribers Subscribe By subscribing, you agree Substack's Terms of Use, and acknowledge its Information Collection Notice and Privacy Policy. Not right now thanks “Andra Keay does a lot of work describing how the development of robotics will shape our future. Her weekly posts are detailed and meticulously written.”...” “Andra Keay does a lot of work describing how the development of robotics…
12:00 PM ET
WAwafer
12:00 PM ETWAwafer
wafer on X: "We’re excited to announce that we’ve raised a $40M Series A!
co-led by @MarathonMP and @chemistry, with participation from @Wing_VC, @AMD Ventures, @outsetcap, @fiftyyears, and @ycombinator, and our existing investors doubling down on @wafer_ai. we are also joined by an incredible lis… / X
Post Log in Sign up Post wafer on X: "We’re excited to announce that we’ve raised a $40M Series A! co-led by @MarathonMP and @chemistry, with participation from @Wing\VC, @AMD Ventures, @outsetcap, @fiftyyears, and @ycombinator, and our existing investors doubling down on @wafer\ai. we are also joined by an incredible list of angels, including @JeffDean (CEO, @DiscoLoopAI), @rauchg (CEO, @vercel), @andyfang (CTO, @DoorDash), @kvogt (CEO, Bot), @akothari (COO, @NotionHQ), @eastdakota (CEO, @Cloudflare), @deepgramscott (CEO, @DeepgramAI), and more! Most inference optimization today is manual,…
11:45 AM ET
Tesla
$TSLA
11:45 AM ETTesla
@elonmusk: We’re giving all @Grok @Bot users another free reset on token usage
We’re giving all @Grok @Bot users another free reset on token usage
https://x.com/elonmusk/status/2094813795742847123[[1]](https://x.com/elonmusk/status/2094813795742847123)
𝕏 is where almost all AI discourse takes place
https://x.com/elonmusk/status/2094805312649764952[[2]](https://x.com/elonmusk/status/2094805312649764952)
11:12 AM ET
Tesla
$TSLA
11:12 AM ETTesla
@MilkRoadAI on X
Elon Musk thinks humanoid robots could become a bigger industry than almost anyone expects (Save this). @elonmusk said the usefulness of a humanoid robot depends on three factors, the quality of its artificial intelligence software, the performance of its onboard chip and the dexterity of its mechanical systems, especially its hands. Because all three areas are improving rapidly, even small advances could multiply together and make robots significantly more capable over time. Musk also believes robots could eventually help manufacture more robots, creating a self reinforcing production cycle…
11:11 AM ET
Tesla
$TSLA
11:11 AM ETTesla
@elonmusk: We’re giving all @Grok @Bot users another free reset on token usage
We’re giving all @Grok @Bot users another free reset on token usage
https://x.com/elonmusk/status/2094813795742847123[[1]](https://x.com/elonmusk/status/2094813795742847123)
𝕏 is where almost all AI discourse takes place
https://x.com/elonmusk/status/2094805312649764952[[2]](https://x.com/elonmusk/status/2094805312649764952)
11:09 AM ET
@OperationsPLS
11:09 AM ET@OperationsPLS
@OperationsPLS on X
The get-up is the right metric. Recovery from falls under contact stress reveals actuator limits and balance policy robustness in ways clean demos never expose. China building a sport format around this is genuinely useful stress-testing. @0_x_Bender
10:01 AM ET
FAFanuc
10:01 AM ETFAFanuc
Learning about robots from science fiction - by Andra Keay
Robots & Startups Interesting things about robots, robot startups, and the future that's already here. From the epicenter of the robot revolution - Silicon Valley Robotics. By Andra Keay · Over 10,000 subscribers Subscribe By subscribing, you agree Substack's Terms of Use, and acknowledge its Information Collection Notice and Privacy Policy. Not right now thanks “Andra Keay does a lot of work describing how the development of robotics will shape our future. Her weekly posts are detailed and meticulously written.”...” “Andra Keay does a lot of work describing how the development of robotics…
10:00 AM ET
https://www.facebook.com/48576411181
10:00 AM EThttps://www.facebook.com/48576411181
AI Companies Turn to Distributed Computing in Homes - IEEE Spectrum
IEEE.org IEEE Xplore IEEE Standards IEEE Job Site More Sites Sign In Join IEEE The September issue of IEEE Spectrum is here! Download PDF ↓ Close bar Return to homepage Cash In on the AI Boom by Renting Out Your Spare Compute Share FOR THE TECHNOLOGY INSIDER Search: Explore by topic Aerospace AI Biomedical Climate Tech Computing Consumer Electronics Energy History of Technology Robotics Semiconductors Telecommunications Transportation IEEE Spectrum FOR THE TECHNOLOGY INSIDER Topics Aerospace AI Biomedical Climate Tech Computing Consumer Electronics Energy History of Technology Robotics…
10:00 AM ET
https://www.facebook.com/48576411181
10:00 AM EThttps://www.facebook.com/48576411181
AI Companies Turn to Distributed Computing in Homes - IEEE Spectrum
IEEE.org IEEE Xplore IEEE Standards IEEE Job Site More Sites Sign In Join IEEE The September issue of IEEE Spectrum is here! Download PDF ↓ Close bar Return to homepage Cash In on the AI Boom by Renting Out Your Spare Compute Share FOR THE TECHNOLOGY INSIDER Search: Explore by topic Aerospace AI Biomedical Climate Tech Computing Consumer Electronics Energy History of Technology Robotics Semiconductors Telecommunications Transportation IEEE Spectrum FOR THE TECHNOLOGY INSIDER Topics Aerospace AI Biomedical Climate Tech Computing Consumer Electronics Energy History of Technology Robotics…
3:53 AM ET
https://x.com/ChongZzZhang
3:53 AM EThttps://x.com/ChongZzZhang
C. Zhang on X: "New paper release: Learning Agile Perceptive Traversal of Sparse 3D Structures for Humanoids
Paper https://t.co/LlrDsajHqx
Videos https://t.co/jXLtG68oUg
We study how to do learning and sim2real for 3d traversal, such as monkey bars and overhanging obstacles." / X
Post Log in Sign up Post C. Zhang on X: "New paper release: Learning Agile Perceptive Traversal of Sparse 3D Structures for Humanoids Paper https://t.co/LlrDsajHqx Videos https://t.co/jXLtG68oUg We study how to do learning and sim2real for 3d traversal, such as monkey bars and overhanging obstacles." - C. Zhang @ChongZzZhang New paper release: Learning Agile Perceptive Traversal of Sparse 3D Structures for Humanoids Paper arxiv.org/pdf/2608.29769 Videos nemantor.github.io/sparse-3d-trav… We study how to do learning and sim2real for 3d traversal, such as monkey bars and overhanging obstacles.…
11:02 PM ET
Tesla
$TSLA
11:02 PM ETTesla
@SawyerMerritt on X
The fact that the narrative went from “Teslas can’t even drive themselves” to “well, they have a supervisor” to “well, they have steering wheels” to “well, sure, they don’t have steering wheels, but there are only a few dozen Cybercabs” just shows how fleeting these criticisms are as Tesla continues to knock them down one by one. Tesla unveiled the Cybercab just 23 months ago and is going to start the first public rides in this thing in less than 3 days - something a lot of people said would never happen. Cybercab will be a game changer in many ways, but especially for people with…
10:37 PM ET
https://x.com/SawyerMerritt
10:37 PM EThttps://x.com/SawyerMerritt
Sawyer Merritt on X: "The Model Y L Launch Series is almost sold out for 2026 with estimated delivery dates now pushing into early 2027 for all configurations." / X
Post Log in Sign up Post Sawyer Merritt on X: "The Model Y L Launch Series is almost sold out for 2026 with estimated delivery dates now pushing into early 2027 for all configurations." - Sawyer Merritt @SawyerMerritt The Model Y L Launch Series is almost sold out for 2026 with estimated delivery dates now pushing into early 2027 for all configurations. View media 10:37 PM · Aug 31, 2026114.8KViews 76 131 2.2K 43 - Bette Robin @DrBetteRobin Sep 1 I just got my vin so hopefully mine is coming soon! 4 13 1.3K - D @dtweetsss1 Sep 1 It’s shocking people aren’t waiting for the inevitable…
10:31 PM ET
Google
$GOOGL
10:31 PM ETGoogle
smartfitguide on X: "Google DeepMind's RT-2 model treats robot actions as text tokens. By co-fine-tuning pre-trained Vision-Language Models with robotic data, it achieved nearly double the performance on novel tasks compared to its predecessor, RT-1. #AI" / X
Post Log in Sign up Post smartfitguide on X: "Google DeepMind's RT-2 model treats robot actions as text tokens. By co-fine-tuning pre-trained Vision-Language Models with robotic data, it achieved nearly double the performance on novel tasks compared to its predecessor, RT-1. \#AI" - smartfitguide @bareani21645 Google DeepMind's RT-2 model treats robot actions as text tokens. By co-fine-tuning pre-trained Vision-Language Models with robotic data, it achieved nearly double the performance on novel tasks compared to its predecessor, RT-1. #AI View media 10:31 PM · Aug 31, 20268Views Reply 1
10:06 PM ET
Figure
10:06 PM ETFigure
@sreexts on X
Brett Adcock bragging that Figure is "crazy vertically integrated" is the tell. Humanoid winners will not be the ones with the best demo video. They will be the ones who own their actuators, training data, and Helix weights on one campus. Robotics is eating the OpenAI playbook in reverse.
9:50 PM ET
Gemini Robotics
$GOOGL
9:50 PM ETGemini Robotics
大仏ヨヨ on X: "Gemini Robotics ER 2を試してみたけど結構いいね。リアルタイムでOpenDuckMiniを追跡させてみたけどレスポンスは想定していたより悪くはなかった。どういうロボットかまで判別できているのが良かった。これ以外の機能もあるのでもう少し深堀しようと思う。
#OpenDuckMini,#microduckと同じ作者" / X
Post Log in Sign up Post 大仏ヨヨ on X: "Gemini Robotics ER 2を試してみたけど結構いいね。リアルタイムでOpenDuckMiniを追跡させてみたけどレスポンスは想定していたより悪くはなかった。どういうロボットかまで判別できているのが良かった。これ以外の機能もあるのでもう少し深堀しようと思う。 \#OpenDuckMini,\#microduckと同じ作者" - 大仏ヨヨ @U6kcXA6yRN47345 Gemini Robotics ER 2を試してみたけど結構いいね。リアルタイムでOpenDuckMiniを追跡させてみたけどレスポンスは想定していたより悪くはなかった。どういうロボットかまで判別できているのが良かった。これ以外の機能もあるのでもう少し深堀しようと思う。 #OpenDuckMini, #microduckと同じ作者 00:00 View media 9:50 PM · Aug 31, 2026721Views Reply 1 12 4
9:40 PM ET
ZHZhipu
9:40 PM ETZHZhipu
tphuang on X: "GLM-6 disclosed - more parameter & lower activation ratio & inference cost & improved post training expected. Model to make self training decisions
Expecting significant increased domestic compute addition in next 3 to 6 months. Using self owned, leased & purchased c… / X
Post Log in Sign up Post tphuang on X: "GLM-6 disclosed - more parameter & lower activation ratio & inference cost & improved post training expected. Model to make self training decisions Expecting significant increased domestic compute addition in next 3 to 6 months. Using self owned, leased & purchased compute." - tphuang @tphuang Sep 1 Regardless of how Zhipu employees view AGI internally, it publicly follows the OpenAI/Ant line of scaling RSI & Autonomous AI as the future. AI path according to Zhipu: Chat -> Coding -> Co-Work -> Autonomous Larger TAM @ each step w/ last…
9:40 PM ET
@tphuang
9:40 PM ET@tphuang
@tphuang on X
It already went oversea w/ Malaysia deployment & will have more oversea CSP cooperation deal signed in next month or 2. It already has 100k domestic AI chip inference cluster & plan to increase significantly over next 6 months. It did 62T tokens in 6 days w/ Ox Alpha & inference cost has dropped 80% since start of yr
9:40 PM ET
ZHZhipu
9:40 PM ETZHZhipu
tphuang on X: "How it views its own models in terms of the kind of tasks them can do. GLM-5.3 in terms of long time horizon work is still short of 1 wk, need at least 1 month to be autonomous.
Flash is the 1st one to use domestic chips & have low cost + intelligence to support long tasks." / X
Post Log in Sign up Post tphuang on X: "How it views its own models in terms of the kind of tasks them can do. GLM-5.3 in terms of long time horizon work is still short of 1 wk, need at least 1 month to be autonomous. Flash is the 1st one to use domestic chips & have low cost + intelligence to support long tasks." - tphuang @tphuang Sep 1 Regardless of how Zhipu employees view AGI internally, it publicly follows the OpenAI/Ant line of scaling RSI & Autonomous AI as the future. AI path according to Zhipu: Chat -> Coding -> Co-Work -> Autonomous Larger TAM @ each step w/ last step having…
9:19 PM ET
Tesla
$TSLA
9:19 PM ETTesla
📐_Cyber_Owl_🦉 on X: "🚨Golden Fleet Alert🚨
Golden Tesla Cybercabs have taken over the city and are flooding Austin 🌊✨
They are constantly validating pick-ups and drop offs ahead of the Cybercab launch event on 09/03 🤖🚕
Can’t wait for the most futuristic Robotaxis ever 👏
@robotaxi @Tesla @… / X
Post Log in Sign up Post 📐\Cyber\Owl\🦉 on X: "🚨Golden Fleet Alert🚨 Golden Tesla Cybercabs have taken over the city and are flooding Austin 🌊✨ They are constantly validating pick-ups and drop offs ahead of the Cybercab launch event on 09/03 🤖🚕 Can’t wait for the most futuristic Robotaxis ever 👏 @robotaxi @Tesla @Tesla\AI @elonmusk" - 📐\Cyber\Owl\🦉 @RimaSukhadia 🚨Golden Fleet Alert🚨 Golden Tesla Cybercabs have taken over the city and are flooding Austin 🌊✨ They are constantly validating pick-ups and drop offs ahead of the Cybercab launch event on 09/03 🤖🚕 Can’t wait for the most…
9:00 PM ET
Skild AI
9:00 PM ETSkild AI
@XSeyvion on X
Skild AI unveiled its S1 robot foundation model. They say a robot can learn a new task by watching a video of the task. That changes deployment. Instead of writing a fresh program for each job, an operator can demonstrate once and then ask the robot to repeat it. If the long tail of tasks becomes video based training, the fight shifts to safety checks that run before the robot touches the world. What task would you try first?
8:54 PM ET
HYHyper3D
8:54 PM ETHYHyper3D
@ErenChenAI on X
Shanghai-based 3D generative AI company Hyper3D has introduced WorldGen, a world generation model that turns a single image into a complete, editable 3D scene. Built on its SIGGRAPH 2025 Best Paper-winning CAST research, WorldGen reconstructs individual objects along with their spatial relationships and physical properties, including collision, mass and friction. The generated scenes can be used in existing 3D workflows, with applications ranging from game development and XR to robotics simulation and embodied AI training.
8:53 PM ET
boston-dynamics
8:53 PM ETboston-dynamics
@SemiAnalysis_ on X
Cerebras is great, & the people at Cerebras are great & lovely! But since NVIDIA showed off their LPX's amazing perf at Hot Chips & OpenAI Jalapeno performance was released, Cerebras folks have been massively cope-tweeting on Twitter. They should focus on continuously improving their software stack & execution instead of cope-tweeting.
8:36 PM ET
Skild AI
8:36 PM ETSkild AI
The Robot Report: Skild AI unveils S1 robot foundation model | AI Understanding
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 says can learn complex tasks from a single human demonstration video and operate across multiple robot forms. By AI Understanding EditorialSeptember 1, 2026 at 12:36 AM UTCUpdatedSeptember 1, 2026 at 1:47 AM UTC6 min read Read the primary source The short version The Robot Report reports that Skild AI unveiled S1, a robot foundation model that the company says can learn complex tasks from a…
8:00 PM ET
Google
$GOOGL
8:00 PM ETGoogle
Introducing Agentic Video in Gemini
Introducing agentic video understanding with Gemini Sep 01, 2026 \| 7 min read - x.com - Facebook - LinkedIn - Mail - Copy link Our new agentic feature for video analysis cuts token consumption by up to 88%, reduces costs by up to 66%, and boosts quality by up to 7%. Rohan Doshi Senior Product Manager, Google DeepMind Mario Lučić Research Director, Google DeepMind Share - x.com - Facebook - LinkedIn - Mail - Copy link Your browser does not support the audio element. Listen to article \[\[duration\]\] minutes This content is generated by Google AI. Generative AI is experimental…
7:59 PM ET
Tesla
$TSLA
7:59 PM ETTesla
Optimus hits the Fremont line this week — TSLA +5.5% while the market fell | Aug 31 Tesla Briefin - YouTube
Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with your voice Sign in Optimus hits the Fremont line this week — TSLA +5.5% while the market fell \| Aug 31 Tesla Briefin Tap to unmute 2x Optimus hits the Fremont line this week — TSLA +5.5% while the market fell \| Aug 31 Tesla Briefin Tesla Briefing 66 views 1 day ago Copy link Info Shopping If playback doesn't begin shortly, try restarting your device. • You're signed out Videos you watch may be…
6:19 PM ET
PAPerceptron AI
6:19 PM ETPAPerceptron AI
@techniahqrobot on X
A 36B parameter model just blurred one of robotics’ biggest boundaries, the gap between seeing a scene and acting on it. Perceptron AI has released Isaac 0.5, an open-weight Embodied AI model designed to use one backbone to understand video, reason about a physical task, and generate robot actions. One model connecting perception, reasoning, and robot control. @perceptroninc
5:50 PM ET
Tesla
$TSLA
5:50 PM ETTesla
@WhaleFUD on X
Tesla has begun producing its Tesla Optimus robot at the Fremont factory. Elon Musk said output will be extremely slow at first, with the line ultimately designed for about 1 million robots a year.
5:45 PM ET
Nvidia
$NVDA
5:45 PM ETNvidia
@a16z on X
Gavin Baker says the future for the world's biggest companies is open models and private context: "I think the future is an ensemble of models. There's a Pareto curve. No one model is going to be the best at everything." "For the global 1,000 biggest companies, you're going to take whatever the best open-source model is. I think probably in the very near future, that's going to be an Nvidia model." "Everybody says 'Well, in a world where open-source wins, who funds the training?' Chip companies can fund the training." "It's trivial to do a $50 to $100 billion training run for Jensen, but I do…
5:20 PM ET
IRigm Robotersysteme AG
5:20 PM ETIRigm Robotersysteme AG
@ctorobotics on X
This is where robotic welding gets serious. 🤖🔥 igm Robotersysteme AG - Schweißroboter - Welding Robots is using robotic welding systems for demanding components such as chassis and booms, combining automation, precision and repeatable weld quality. igm has more than 50 years of experience in welding automation and develops complete robotic welding and cutting systems for industries including construction equipment, rail, cranes, mining and shipbuilding. The company also has a newly established igm Robotik Sistemleri A.Ş. operation in Dilovası, Kocaeli, providing local engineering,…
5:01 PM ET
@SemiAnalysis_
5:01 PM ET@SemiAnalysis_
@SemiAnalysis_ on X
Seven ports are used to connect other NPUs on the same tray over flyover cables. Seven ports connect across trays in the intra-rack 2D mesh over the backplane allowing each NPU0 to connect to all the other corresponding NPU0 within the rack. This leaves the remaining 4 ports to connect to a network of low-radix-switches in the backplane for further intra-rack connectivity. (2/4)
5:00 PM ET
TUThe University of Hong Kong
5:00 PM ETTUThe University of Hong Kong
The Imitator Game — Benchmarking Robot Imitative Ability Beyond Action Prediction
Intent imitation, L0-L320,000+ paired episodesHuman evaluation Arena The Imitator Game BenchmarkingRobotImitativeAbilityBeyondActionPrediction Xunzhe Zhou 1,2,\,† · Yiyang Cai 2,3,\ · Fengyi Wang 2,3,\ · Ran Ju 1,2,\ · Hanxiang Ren 2,4 · Ruizhe Liu 1 Yu Zhang 1 · Qian Luo 1,2 · Feng Chen 1 · Pei Zhou 1,2 · Yi Ma 1,2 · Yanchao Yang 1,2,‡ 1The University of Hong Kong · 2TranscEngram · 3Fudan University · 4Zhejiang University \\ Equal contribution · † Project lead · ‡ Corresponding author Can a robot imitate what a human intends — not just what they do? We widen the gap between the demonstration…
4:32 PM ET
Tesla
$TSLA
4:32 PM ETTesla
Sawyer Merritt on X: "Tesla's global fleet has just crossed 14 billion miles driven on FSD (Supervised) after hitting 13 billion on August 3rd." / X
Post Log in Sign up Post Sawyer Merritt on X: "Tesla's global fleet has just crossed 14 billion miles driven on FSD (Supervised) after hitting 13 billion on August 3rd." - Sawyer Merritt @SawyerMerritt Tesla's global fleet has just crossed 14 billion miles driven on FSD (Supervised) after hitting 13 billion on August 3rd. 00:00 View media 4:32 PM · Aug 31, 2026110.4KViews 86 195 2.6K 49 - AAllar @allar\adam Aug 31 As is stands right now… I could never buy a vehicle from another manufacturer unless they’re have an FSD system equal to or better then Tesla …. (NO ONE) can take FSD away from me ……
4:01 PM ET
NANabtesco
4:01 PM ETNANabtesco
@LeoKharon on X
Robotics deep dive: HUMANOID CHOKEPOINTS Almost every supply-chain post about humanoids has one country in it. Trace five critical inputs one at a time and they land in four different places. Magnets first, because that is where the argument usually stops. Every high-torque joint runs on sintered NdFeB, and on the IEA's 2024 figures China holds 91% of refined output and 94% of sintered permanent magnets, against 60% of the mining. Mining is the distributed part, and the chokepoint is the chemistry. The precision reducer is the node almost nobody names. Nabtesco states on its own site that it…
2:46 PM ET
Tesla
$TSLA
2:46 PM ETTesla
Sawyer Merritt on X: "Here we go! Tesla has just added another 38 Cybercabs to its Robotaxi fleet, bringing the total up to 45, according to the Texas DMV.
Robots on robots on robots! This Thursday's launch event is gonna be awesome🤖🤖🤖" / X
Post Log in Sign up Post Sawyer Merritt on X: "Here we go! Tesla has just added another 38 Cybercabs to its Robotaxi fleet, bringing the total up to 45, according to the Texas DMV. Robots on robots on robots! This Thursday's launch event is gonna be awesome🤖🤖🤖" - Sawyer Merritt @SawyerMerritt Here we go! Tesla has just added another 38 Cybercabs to its Robotaxi fleet, bringing the total up to 45, according to the Texas DMV. Robots on robots on robots! This Thursday's launch event is gonna be awesome🤖🤖🤖 View media View media 2:46 PM · Aug 31, 2026448.2KViews 211 504 6K 217 - Sawyer…
2:33 PM ET
Figure
2:33 PM ETFigure
@Astra1Byte on X
Four years ago, Figure didn’t have a robot. Today it’s valued at $39B and has already shipped 1,000+ humanoids. CEO Brett Adcock says the real advantage isn’t the AI it’s that hardware, models, and manufacturing all sit under one roof, one campus, no outsourcing. Robots already deployed at BMW. Production line running. The question nobody’s asking loud enough: when the entire stack brain, body, and factory belongs to one company, how fast can this actually scale once the failure rate drops?
2:06 PM ET
Unitree
2:06 PM ETUnitree
@techniahqrobot on X
Unitree’s CEO just said something the humanoid industry does not say Humanoid robots are still not ready for large-scale factory deployment. Speaking at WRC 2026, Unitree founder Wang Xingxing said the company has already tested humanoids in automotive production lines and inside its own factory. But the robots are still less efficient than human workers. The biggest problem is generalization. A policy trained on one fixed task can approach very high success rates after enough data collection and training. Change the object, workstation or surrounding environment and performance can fall…
2:01 PM ET
NVIDIA
$NVDA
2:01 PM ETNVIDIA
NVIDIA's robot business is already worth $10 billion/year, and China is its best customer | HumanoidHub
News/ trends,china,usa,physical\ai,hardware,government trends,china,usa,physical\ai,hardware,government NVIDIA's robot business is already worth $10 billion/year, and China is its best customer John KoetsierAugust 31, 2026 NVIDIA's physical AI business is already generating roughly $10 billion a year, more than the entire humanoid robot industry combined, with Jensen Huang pointing to a tenfold path over the next decade. A meaningful share of that comes from China, which built about 90% of the world's humanoids last year. But Beijing is racing to build a domestic stack ... Talk about picks…
1:48 PM ET
ANAnthropic
1:48 PM ETANAnthropic
Standardizing Physical AI: Why Common Hardware Interfaces Could Accelerate Generalization - Humanoid Analytics
Close Menu - Companies - Company Tracker - Deployment Tracker - Funding Tracker - Deployments - Technology - Funding - Markets - Our Services X (Twitter) Mastodon LinkedIn Switch to Dark Design - easier on eyes.Switch to Light Design. Search Switch to Dark Design - easier on eyes.Switch to Light Design. Search Technology Standardizing Physical AI: Why Common Hardware Interfaces Could Accelerate Generalization The physical world will remain unpredictable, but common machine-readable contracts for sensors, actuators, state and safety could reduce the integration burden facing general-purpose…
1:48 PM ET
ANAnthropic
1:48 PM ETANAnthropic
Standardizing Physical AI: Why Common Hardware Interfaces Could Accelerate Generalization - Humanoid Analytics
Close Menu - Companies - Company Tracker - Deployment Tracker - Funding Tracker - Deployments - Technology - Funding - Markets - Our Services X (Twitter) Mastodon LinkedIn Switch to Dark Design - easier on eyes.Switch to Light Design. Search Switch to Dark Design - easier on eyes.Switch to Light Design. Search Technology Standardizing Physical AI: Why Common Hardware Interfaces Could Accelerate Generalization The physical world will remain unpredictable, but common machine-readable contracts for sensors, actuators, state and safety could reduce the integration burden facing general-purpose…
1:39 PM ET
@NVIDIARobotics
1:39 PM ET@NVIDIARobotics
Optimize Models with Unsloth | Jetson AI Lab
🎉 Welcome to Jetson AI Lab 2.0! We've redesigned the site with curated tutorials. Looking for old content? Browse the archive → × Back to Tutorials Optimize Models with Unsloth Fine-tune, convert and deploy language models on NVIDIA Jetson with Unsloth and llama.cpp. Author Aditya Sahu Fine-tune and deploy language models directly on NVIDIA Jetson with Unsloth and JetPack 7.2. This tutorial uses memory-efficient QLoRA, exports the results to GGUF, and runs them locally. Two practical examples cover Qwen3.5-4B on Jetson Orin Nano and NVIDIA Nemotron 3.5 Lightning 30B-A3B on Jetson AGX Thor.…
1:21 PM ET
Unitree
1:21 PM ETUnitree
@techniahqrobot on X
Unitree just started Olly’s pre-employment internship in the real world 😅 And day one already looks like a proper probation period. It can answer train questions, find exits and walk with passengers inside Singapore’s Little India MRT, but station noise already caused it to mishear Tekka Centre as Teacher’s Centre and give the wrong directions. A useful reminder that real-world deployment is much harder . Source: CNA / Land Transport Authority Singapore
1:19 PM ET
SMSMRT
1:19 PM ETSMSMRT
@fieldai_ on X
A FieldAI-powered robot, pictured with Singapore's Minister for Transport Jeffrey Siow at @SMRT_Singapore's Gali Batu Bus Depot. It patrols autonomously with infrared sensing, checking buses and EV charging bays for abnormal heat so the safety team gets an early warning instead of an incident. Congratulations to SMRT on the launch of their new Mobility Command and Control Centre.
1:09 PM ET
ASAsimov
1:09 PM ETASAsimov
The Humanoid Hub on X: "Asimov 1 has begun first shipments.
The DIY kit is aimed at developers, researchers and hobbyists who want an affordable humanoid platform.
Total assembly time is estimated at around 20 hours. Price: $20k." / X
Post Log in Sign up Post The Humanoid Hub on X: "Asimov 1 has begun first shipments. The DIY kit is aimed at developers, researchers and hobbyists who want an affordable humanoid platform. Total assembly time is estimated at around 20 hours. Price: $20k." - The Humanoid Hub @TheHumanoidHub Asimov 1 has begun first shipments. The DIY kit is aimed at developers, researchers and hobbyists who want an affordable humanoid platform. Total assembly time is estimated at around 20 hours. Price: $20k. 00:00 View media Asimov @asimovinc Aug 31 Today we shipped the first Asimov 1 robots. Less than a year…
Live campaign Signal Boost Campaign Connect your X account and follow @axisrobotics — your badge lights up as soon as we see the follow. Connect →+1 PTS · credited instantly Total Trajectories 4,794,179 Total Users 196,995 7D New Tasks 494 Transactions 4,400,783 Live campaignBinance Keyless Wallet × Axis exclusive campaign View → For newbies6 newbie training tasks · unlimited slotsPractice only — not scored, earns no points.\\ Show tasks → All Tasks Every task progresses from Pre-training through Training to Post-training Live All▼ Filters0 Default▼ AllTo doDone TaskLifecycleDifficultySlots…
12:41 PM ET
TEtechnia
12:41 PM ETTEtechnia
@techniahqrobot on X
Humanoid robotics has its own language. Here are 30 acronyms you will see constantly API = Application Programming Interface BC = Behavior Cloning CoM = Center of Mass CoP = Center of Pressure DoF = Degrees of Freedom DRL = Deep Reinforcement Learning F/T = Force/Torque FK = Forward Kinematics GRF = Ground Reaction Force HIL = Hardware-in-the-Loop HRC = Human-Robot Collaboration HRI = Human-Robot Interaction IK = Inverse Kinematics IL = Imitation Learning IMU = Inertial Measurement Unit LiDAR = Light Detection and Ranging LLM = Large Language Model MPC = Model Predictive Control RGB-D = RGB +…
12:35 PM ET
UNUnitreeRobotics
12:35 PM ETUNUnitreeRobotics
@thehypedotnews on X
unitree robots now build themselves – and train while doing it @UnitreeRobotics deployed its embodied ai model inside its own factory in china. the robots aren't repeating pre-programmed movements – they perceive the environment, understand the task and perform real manufacturing operations on the production line. this isn't just production, it's also a data engine – every task the robots perform on the line generates real-world motion data that trains the next generation of models. the factory is both the product and the training ground. unitree shipped 5,500 humanoid robots in 2025 – more…
12:31 PM ET
RURunway
12:31 PM ETRURunway
Runway on X: "Today, we're sharing new research on Solaris, our first Interface World Model.
Solaris is a new kind of operating system that generates interactive interfaces frame by frame, in real time, with no code. We find that Solaris outperforms frontier LLMs when generating new interfaces, ac… / X
Post Log in Sign up Post Runway on X: "Today, we're sharing new research on Solaris, our first Interface World Model. Solaris is a new kind of operating system that generates interactive interfaces frame by frame, in real time, with no code. We find that Solaris outperforms frontier LLMs when generating new interfaces, across structural similarity and information retention. Read more and request early access at the link below." - Runway @runwayml Today, we're sharing new research on Solaris, our first Interface World Model. Solaris is a new kind of operating system that generates interactive…
12:05 PM ET
Fourier Intelligence
12:05 PM ETFourier Intelligence
@rich_odinn on X
SoftBank dropped $200,000,000 on this company - and this 15-second interaction proves why Shanghai-based Fourier Intelligence deployed their $125,000 GR-1 humanoid onto public transit to assist an elderly citizen. This isn't CGI, it's live physical AI targeting a massive eldercare crisis. 3 high-octane truths behind this clip: Sub-Gram Force Feedback: Supporting a fragile arm without injury requires real-time tactile compliance, recalculating grip pressure millions of times per second. SoftBank & Aramco Backed: Fourier raised over $200M to build autonomous care-bots before global birth rates…
11:32 AM ET
@frontrunvc
11:32 AM ET@frontrunvc
@frontrunvc on X
EARLY: 5 @ycombinator fall cohort companies across Compute, Energy, Hardware and DevTools. 👇 @nodussss - 1 follower - (Compute): the first intelligent execution layer for ai workloads. founders: @viswa_kotra @pvarshh @runmirrors - 17 followers - (DevTools): staging environments for ai agents. replay real sessions to catch regressions before they ship. founder: @ai_singhal @invertixlabs - 33 followers - (Energy): building energy superintelligence. ai that operates and scales energy infrastructure. founder: @Josephperrotta_ @visiblsemi - 79 followers - (Hardware): a faster path to custom…
11:23 AM ET
AWAwish
11:23 AM ETAWAwish
Automate Month-End Close… | The Rundown University
Back to feed SaveShare Automate Month-End Close Reconciliation and Reporting in Awish I recently built a month-end close workflow in Awish for a client at a finance company. The problem was not creating the final report. The real bottleneck was collecting data from different systems, checking what was missing, reconciling totals, chasing exceptions, and getting the report to the right people. I built the entire process in Awish by describing what I wanted. Step-by-step: 1\. I opened the Awish chat and wrote: “At every month-end close, collect journal entries, invoices, vendor bills, and…
10:10 AM ET
@Thom_Wolf
10:10 AM ET@Thom_Wolf
@Thom_Wolf on X
People don't realize it, but even with only 1 GB of RAM, the memory alone is already 10–15% of Microduck's total price. Crazy when you consider there are 15 actuators in the robot.
10:00 AM ET
https://www.facebook.com/48576411181
10:00 AM EThttps://www.facebook.com/48576411181
Europe’s AI Drive Outpaces a Fragile Chip Supply Chain - IEEE Spectrum
IEEE.org IEEE Xplore IEEE Standards IEEE Job Site More Sites Sign In Join IEEE Return to homepage The E.U.’s AI Drive Undermines Its Own Chip Strategy Share FOR THE TECHNOLOGY INSIDER Search: Explore by topic Aerospace AI Biomedical Climate Tech Computing Consumer Electronics Energy History of Technology Robotics Semiconductors Telecommunications Transportation IEEE Spectrum FOR THE TECHNOLOGY INSIDER Topics Aerospace AI Biomedical Climate Tech Computing Consumer Electronics Energy History of Technology Robotics Semiconductors Telecommunications Transportation Sections Features News Opinion…
10:00 AM ET
https://www.facebook.com/48576411181
10:00 AM EThttps://www.facebook.com/48576411181
Europe’s AI Drive Outpaces a Fragile Chip Supply Chain - IEEE Spectrum
IEEE.org IEEE Xplore IEEE Standards IEEE Job Site More Sites Sign In Join IEEE Return to homepage The E.U.’s AI Drive Undermines Its Own Chip Strategy Share FOR THE TECHNOLOGY INSIDER Search: Explore by topic Aerospace AI Biomedical Climate Tech Computing Consumer Electronics Energy History of Technology Robotics Semiconductors Telecommunications Transportation IEEE Spectrum FOR THE TECHNOLOGY INSIDER Topics Aerospace AI Biomedical Climate Tech Computing Consumer Electronics Energy History of Technology Robotics Semiconductors Telecommunications Transportation Sections Features News Opinion…
9:25 AM ET
VAVeeda AI
9:25 AM ETVAVeeda AI
Veeda AI Raises $90M Seed to Build "The Matrix" for Physical AI - WOWTALE
Skip to content - AI - · - Funding - · - Robotics Veeda AI Raises $90M Seed to Build “The Matrix” for Physical AI 8/31/2026 ・ 버섯돌이(Taehyun Kim) Training a robot to master a new motion takes thousands of trial-and-error attempts. The trouble is doing that training in the real world at all — robotic hardware doesn’t scale like compute, a single bad move can cause real physical harm, and real-world experience can’t be compressed or run in parallel. A startup betting it can solve that bottleneck with simulation just closed one of the largest seed rounds a Canadian company has ever raised.…
9:25 AM ET
VAVeeda AI
9:25 AM ETVAVeeda AI
Veeda AI Raises $90M Seed to Build "The Matrix" for Physical AI - WOWTALE
Skip to content - AI - · - Funding - · - Robotics Veeda AI Raises $90M Seed to Build “The Matrix” for Physical AI 8/31/2026 ・ 버섯돌이(Taehyun Kim) Training a robot to master a new motion takes thousands of trial-and-error attempts. The trouble is doing that training in the real world at all — robotic hardware doesn’t scale like compute, a single bad move can cause real physical harm, and real-world experience can’t be compressed or run in parallel. A startup betting it can solve that bottleneck with simulation just closed one of the largest seed rounds a Canadian company has ever raised.…
Skip to content You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert {{ message }} Uh oh! There was an error while loading. Please reload this page. hku-sail/ StreamPI Public - Notifications You must be signed in to change notification settings - Fork\\ 4 - Star\\ 161 main 1 Branch 0 Tags Go to Branches pageGo to Tags page Go to file Code Open more actions menu Latest commit happinesslz add multi-node training…
8:57 AM ET
MRMilk Road Pro
8:57 AM ETMRMilk Road Pro
@MelvinInvests on X
The next memory supercycle is hiding inside humanoid robots (Save this). This chart estimates that each humanoid robot could contain $600–$800 or more in memory related and semiconductor components, including DRAM, HBM, NAND flash, sensors, communication chips, and other devices. If manufacturers eventually produce 1 million humanoid robots, that could represent approximately $600 million–$800 million in memory content, while 10 million robots could create a $6 billion–$8 billion opportunity. However, the larger opportunity may come from the data centers that train these robots and process…
8:24 AM ET
Figure
8:24 AM ETFigure
Biti8 on X: "Four years ago, @Figure_robot didn’t even have a robot.
Today, it’s valued at $39B, has built 1,000+ humanoids, deployed robots at BMW, built its own AI models, manufacturing infrastructure and a global data collection network.
What impresses me most is the speed.
Figure isn’t build… / X
Post Log in Sign up Post Biti8 on X: "Four years ago, @Figure\robot didn’t even have a robot. Today, it’s valued at $39B, has built 1,000+ humanoids, deployed robots at BMW, built its own AI models, manufacturing infrastructure and a global data collection network. What impresses me most is the speed. Figure isn’t building just a robot. It’s building the entire stack at the same time: hardware, AI, data, factories and real-world deployments. And now Figure 04 is already on the way. Four years later, much of the humanoid industry is being measured against what @adcock\brett and the Figure team…
8:02 AM ET
Agility Robotics
8:02 AM ETAgility Robotics
Oregon robotics company says the industry needs a reality check: ‘I really want to pop that bubble’ - oregonlive.com
Skip to Article The $1 Sale is Here! Labor Day Savings End on 9/9/26 Close By - Mike Rogoway \| The Oregonian/OregonLive The internet is full of videos of robots running races, doing backflips, dancing and playing soccer. Doing real work, though? Jonathan Hurst says that’s harder than it looks. He’s co-founder of Agility Robotics, the Salem company that makes Digit — the rare humanoid robot with an actual job. Standing 5 feet, 9 inches tall, Digit works in warehouses and factories, lifting and stacking heavy boxes. The oregonlive.com logo A subscription is required to read this story.…
7:05 AM ET
Boston Dynamics
7:05 AM ETBoston Dynamics
@clavion95 on X
THIS ISN’T A ROBOT LEARNING TO DANCE. IT’S A ROBOT LEARNING HOW TO CONTROL ITS ENTIRE BODY. Walk. Run. Crawl. Roll. Handstand. Cartwheel. Then get back up and keep moving. Boston Dynamics trained Atlas using reinforcement learning, with human motion capture and animation as references. The flashy part is the acrobatics. That’s not the important part. The important part is everything happening between them. Accelerate. Decelerate. Shift balance. Drop to the floor. Recover from an awkward position. Reorient the body. Keep moving. Humans solve these problems without thinking. For a humanoid,…
6:51 AM ET
@ParadisLabs
6:51 AM ET@ParadisLabs
@ParadisLabs on X
Bro...this GS humanoid report is mega bullish for semis. - Humanoid TAM forecast increased by ~5x. - Which is an even better commercial opportunity for semis / precision components such as power semis and memory. One interesting takeaway from the report is that there are stricter energy efficiency requirements incoming. In turn, these requirements will increase the density for higher priced GaN/SiC components. The sheer length of the physical AI cycle (including humanoids) will surely be a massive growth driver for semis on top of data center applications...
6:51 AM ET
0X0xconglomerate
6:51 AM ET0X0xconglomerate
@0xconglomerate on X
$1 million in sales in under SEVEN hours, is the Microduck really that impressive? Here are other affordable open-source robots for context (+ my thoughts): ▸ @LeggedRobot Mini Pupper 2 (~$649): ROS2, SLAM/navigation, quadruped ▸ @ROBOTIS MINI (~$500): 16-DoF humanoid, smart servos, full-body motions ▸ @PetoiCamp Bittle X (~$319): cheapest option, self-balancing quadruped, beginner-friendly ⭐️@pollenrobotics + @huggingface releases: ▸ Reachy Mini ($399–499): vision + voice interaction, expressive head, AI assistant focus ▸ Microduck ($399): learned biped walking, onboard AI policies (out of…
6:09 AM ET
GSGoldman Sachs
6:09 AM ETGSGoldman Sachs
@ParadisLabs on X
Goldman Sachs: Humanoids and memory Memory is expected to be up to 40% of semiconductor dollar content for humanoid robots (excluding GPU/CPUs). Goldman Sachs: Although content can vary, we assume an average system (DRAM) memory of about 128GB for a single humanoid unit, with a non-volatile (NAND) memory of about 1TB. Based on an assumed system memory of 128GB and a non-volatile memory capacity of approximately 1TB, we see a SAM range of between $250-$350 for DRAM and $350-$450 for NAND, for a total memory SAM of between $600-$800 or more per unit. Given the significant edge compute workloads…
5:11 AM ET
Figure
5:11 AM ETFigure
JD.com, Inc.
Authentic Products Delivered Today \\ AI-Powered, ESG-Embedded Industrial Supply Chain Innovation Earns JINGDONG Industrials 2026 Sedex Technoical Innovation Award \\ \\ BEIJING, 27 August 2026 — JINGDONG Industrials, a leading industrial supply chain technology and service provider under JD.com, has won the Technical Innovation Award among the 2026 Sedex Supply Chain Awards, recognising its use of AI and technical solutions to embed ESG capabilities into industrial supply chain operations. The company was also nominated for the Social Impact Award. JINGDONG Industrials was the only…
5:05 AM ET
ARAxis Robotics
5:05 AM ETARAxis Robotics
@GabrielnSpace on X
i thought community robot data would hit diminishing returns fast but Axis Dataset V1 just made that take look stupid @axisrobotics pushed π0.5 from 83.9% to 88.8% on LIBERO Plus, and performance kept climbing as training data scaled from 25% to 100% with no obvious saturation 3m trajectories later the crowd is starting to look less like users and more like a distributed robotics lab #PhysicalAI
5:01 AM ET
HYHyundai
5:01 AM ETHYHyundai
José Muñoz, CEO de Hyundai: "Los robots no están reemplazando a los humanos. Estamos creando nuevas categorías de empleo"
Xataka Suscríbete a - PARTNERS - Innovación Volvo HOY SE HABLA DE - China - Tim Cook - Ozempic - Generación Z - iPhone 18 - Samsung Galaxy S26 - Mejores móviles - IA - OpenAI - Estafa 31 Agosto 2026 Amparo Babiloni Editora Senior - Tech Amparo Babiloni Editora Senior - Tech Linkedin twitter instagram 708 publicaciones de Amparo Babiloni A principios de verano se confirmaba lo que se venía esperando: Hyundai se hacía con el control total de la empresa de robótica Boston Dynamics. Ahora, su CEO José Muñoz ha dado más detalles sobre los planes de la compañía en relación a la integración de…
4:46 AM ET
@smsehy
4:46 AM ET@smsehy
@smsehy on X
Tendon-driven actuation solves thermal mass and packing density in dexterous hands, but cable stretch over 10,000 continuous cycles destroys sub-millimeter precision. Modeling hysteresis in simulation helps, but physical calibration routines on the plant floor remain mandatory. https://t.co/8CjrAjWCds
4:00 AM ET
Figure
4:00 AM ETFigure
How Figure Became the Biggest Name in Robotics | XMAQUINA DAO
Genesis Auction Wave 2! Launches June 24 Get DEUS homeDAO Portal How Figure Became the Biggest Name in Robotics Color theme: Four years, three generations of humanoids, a $39 billion valuation and now one of the largest physical AI data engines ever built. .png) August 27, 2026 Category: Physical AI Read time: 9 minutes Share This: Four years ago, Figure didn’t have a robot. Today, the company is valued at $39 billion, has built more than 1,000 humanoids, has robots working inside BMW, is preparing deployments with another major US retailer, and has developed its own AI models, manufacturing…
3:51 AM ET
Physical Intelligence
3:51 AM ETPhysical Intelligence
[2604.15483] $π_{0.7}$: a Steerable Generalist Robotic Foundation Model with Emergent Capabilities
Skip to main content Search arXiv Press Enter to search · Advanced search Computer Science > Machine Learning arXiv:2604.15483 (cs) \Submitted on 16 Apr 2026 ( [v1), last revised 24 Apr 2026 (this version, v2)\] Title:π0.7: a Steerable Generalist Robotic Foundation Model with Emergent Capabilities Authors: Physical Intelligence, Bo Ai, Ali Amin, Raichelle Aniceto, Ashwin Balakrishna, Greg Balke, Kevin Black, George Bokinsky, Shihao Cao, Thomas Charbonnier, Vedant Choudhary, Foster Collins, Ken Conley, Grace Connors, James Darpinian, Karan Dhabalia, Maitrayee Dhaka, Jared DiCarlo, Danny…
2:53 AM ET
XPXPeng
2:53 AM ETXPXPeng
@Tanminhday on X
🤖 Something is changing in Physical AI. For years, humanoid robots were mostly about impressive demos. This week feels different. $900M+ raised by XPeng’s robotics business. Figure committing over $1B to data and compute. Hyundai preparing large-scale robot manufacturing in the U.S. Agility’s Digit already accumulating 65,000+ hours of real-world operation. And new data engines are emerging to feed the next generation of physical intelligence. The important part isn’t any single announcement. It’s the direction. Robots are moving from prototypes → products → infrastructure. And once…
2:50 AM ET
URUBTECH Robotics
2:50 AM ETURUBTECH Robotics
UBTECH Reports 104% Revenue Surge in H1 2026 as Full-Size Humanoids Drive Growth | Humanoids Daily
Search articles Key Takeaways Show all - UBTECH Robotics reported first-half 2026 revenue of RMB 1.27 billion (approximately $188.8 million), marking a 104.1% year-over-year increase. - Revenue from full-size embodied AI humanoid robots surged 1,445% year-over-year to RMB 590 million ($87.8 million), representing 46.5% of total company revenue. - The company delivered 921 full-size humanoid units and 15,202 non-full-size units in H1 2026, totaling 16,123 robots shipped across its portfolio. - Net losses narrowed by over 20% to RMB 339 million ($50.4 million), supported by an overall gross…
2:31 AM ET
MGMinth Group
2:31 AM ETMGMinth Group
Minth Group Launches Europe’s First Mass Production of Humanoid Robots
VESTI Poslednje vesti Jiangsu Reliance Energy Tech: 100,5 miliona ... Aug 31, 2026 Minth Group pokrenuo prvu serijsku ... Aug 29, 2026 RAS: Snažnija ekonomska saradnja ... Aug 26, 2026 Otvoren Javni poziv za srpske ... Aug 10, 2026 Investiciona misija u Šandongu i ... Jul 16, 2026 Srpske IT kompanije ostvarile zapaž... Jul 07, 2026 Novi poslovni kontakti za srpske ... Jun 30, 2026 Mentori iz cele Srbije okupili ... Jun 25, 2026 Minth Group Launches Europe’s First Mass Production of Humanoid Robots Aug 29, 2026 Šabac to become a European production base for mass-produced humanoid robots…
12:25 AM ET
SASanctuary AI
12:25 AM ETSASanctuary AI
Physical AI Platform | Industrial Automation Solutions | Sanctuary AI
We value your privacy We use cookies to enhance your browsing experience, serve personalised ads or content, and analyse our traffic. By clicking "Accept All", you consent to our use of cookies. CustomiseReject AllAccept All Customise Consent Preferences We use cookies to help you navigate efficiently and perform certain functions. You will find detailed information about all cookies under each consent category below. The cookies that are categorised as "Necessary" are stored on your browser as they are essential for enabling the basic functionalities of the site. ... Show more…
11:48 PM ET
Unitree Robotics
11:48 PM ETUnitree Robotics
Brushless Digital Servo Compact and Designed for Embodied Intelligence Applications - Unitree Robotics
Brushless Digital Servo Compact and Designed for Embodied Intelligence Applications - Brushless Motor Long Life, Low Inertia, High Speed, Force Control - Temperature and Position Sensors - Precision Gearbox (Backdrivable) - Highly Integrated - High Power, High Speed - High-Speed Communication - Model Max (Stall) Torque Torque Opposite to Speed Direction Baud Rate Max (No-Load) Speed No-Load Current - J288 1.5Nm J288 6,000,000bps J288 35rad/s (334rpm)@25.2V / 16.5rad/s (157rpm)@12V J288 0.45A@25.2V 0.27A@12V - S288 0.6Nm S288 6,000,000bps S288 16.5rad/s (157rpm)@12V S288 0.27A@12V Control…
10:56 PM ET
AGAgibot
10:56 PM ETAGAgibot
US Builds Walls Around Drones and Robots While China’s Scale Keeps Growing – The Daily Tech Feed
Skip to content Posted on August 31, 2026 In recent months, the U.S. has introduced tighter rules on robotic systems and imposed steep tariffs on imported drones and related components, citing national security risks. These new policies include restrictions on foreign-made advanced robots by the FCC and component-specific tariffs starting in September, with further measures slated for 2027. The U.S. Pushes Back Against Foreign Drone and Robotics Imports This summer, Washington expanded its regulatory effort, adding foreign-made drones and advanced robotic devices to the FCC’s Covered List—a…
7:20 PM ET
Figure
7:20 PM ETFigure
@ParadisLabs on X
AI is still so early, but so bullish. We're witnessing a huge unlock of economic value with the adoption of AI models like Claude, and more recently, agents like Grok Bot. This then filters down into the most bullish of bull points for AI. Enterprise AI adoption increases productivity -> increases enterprise earnings -> increases token demand as a flywheel effect -> increases ROI for the AI labs -> increases demand for AI infra e.g. compute. I recently heard from an ex-colleague that a large consulting firm is increasing their AI spend by 100x at their London office for their back office…
7:11 PM ET
SCSequoia Capital
7:11 PM ETSCSequoia Capital
@davidcao01 on X
Fifteen years after "software is eating the world," Marc Andreessen's own firm just admitted atoms are eating software's margins. SUMMARY This is not an a16z story. a16z's $1.1B Machine Age Fund is simply the loudest confirmation yet of a rotation already underway across Silicon Valley's largest pools of capital — Sequoia Capital , Lightspeed , General Catalyst , and SoftBank have all made comparable moves in 2026. Global venture funding into physical AI hit $47.4B across 521 deals in H1 2026 — nearly 4x the prior half. For builders and investors in robotics, autonomous systems, and…
7:11 PM ET
Skild AI
7:11 PM ETSkild AI
@Robot_AIsignals on X
Show it once. That is the entire instruction. In a post published in August, Skild AI introduced S1, a robotics foundation model prompted with a video demonstration in place of a written command. The company says the same frozen weights then performed four tasks absent from its pre-training — potting a plant, cooking pancakes, brewing pour-over coffee, assembling a kit. Skild builds Skild Brain, which it calls the first unified robotics foundation model to generalise across both tasks and robot hardware. It raised $1.4bn in January at a valuation the company puts above $14 billion (company…
7:01 PM ET
OPOpenAI
7:01 PM ETOPOpenAI
@LinaOrozcoDus on X
OpenAI is killing the official DALL-E GPT today. The o3 model was sunset Wednesday after just 90 days. Google’s gemini-robotics-er shuts down tomorrow. The hidden risk of the AI era is Silent API Breakage. Model lifecycles are shrinking from years down to weeks. If your engineering team is hardcoding specific model IDs into your app instead of using a dynamic fallback routing gateway, you are literally days away from a production blackout. How are you handling high-frequency model deprecation in your CI/CD pipelines?
7:00 PM ET
OPOpenAI
7:00 PM ETOPOpenAI
@SemiAnalysis_ on X
Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators) This week Bryan, Myron and Jordan (@JordanNanos) discuss our recent article on OpenAI Jalapeño. They cover the performance, architecture, programming model, implications for NVIDIA and more. 0:00 Cold Open 1:05 Jalapeno Overview 4:22 Tokens Per Megawatt 9:15 Benchmark Caveats 13:48 The CUDA Moat 21:12 How OpenAI Did It 32:13 Samsung HBM4 42:10 AI-Designed Silicon 49:24 Architecture Deep Dive 56:58 Doom and Wrap
4:24 PM ET
Tesla
$TSLA
4:24 PM ETTesla
@AIEquities on X
$CCXI valuation is being disrespected right now and I see asymmetry in the trade. Humanoid valuations (Aug 2026): Tesla Optimus — no standalone; Tesla ~$1.38T Figure AI — $39B Unitree — public, ~$33–37B NEURA — ~$7B Apptronik — ~$5.5B 1X — talks ~$6B (had sought ~$10B) XPeng robotics — >$6.3B Agility ( $CCXI ) — ~$2.1B Boston Dynamics — Hyundai-owned, ~$20B implied Figure leads private. Unitree is the public benchmark. Tesla is the scale wildcard. $NVDA $AMD $NBIS $MRVL $LITE $TSLA $SPCX $AAOI $CCXI $META $GOOG $AMZN
4:06 PM ET
Figure
4:06 PM ETFigure
@Robot_AIsignals on X
The robot industry's data shortage just became a gig job. On 25 August Figure launched Index, an app that pays people by the minute to film themselves doing ordinary household and workplace tasks. That footage trains Helix, the AI stack running its humanoid. Figure builds the Figure 03 humanoid and the Helix system inside it, and says its Series C exceeded $1B at a $39 billion post-money valuation (company claim). Figure says Index has taken 16 million uploads from 108 countries, ingests roughly 30 minutes of footage every second, carries 44,000+ weekly active contributors and has paid out…
1:00 PM ET
GAGalbotRobotics
1:00 PM ETGAGalbotRobotics
@ctorobotics on X
Humanoid robots just took tennis to another level. 🎾🤖 Galbot robots completed 100+ consecutive rallies at the World Humanoid Robot Games 2026 while tracking the ball, moving around the court and responding in real time. This is not just about hitting a tennis ball. It combines vision, prediction, balance, whole-body control and real-time decision making. Would you play against a humanoid robot? 👀 🎥 Media: @GalbotRobotics ⚠️ This content is shared for informational purposes only. CTO Robotics Media is a media platform and does not own or develop the technology shown. Credit belongs to the…
12:10 PM ET
Tesla
$TSLA
12:10 PM ETTesla
kasper on X: "Elon Musk was asked when Tesla Optimus could become better than the best human surgeons.
His argument is that a robot would not learn like one doctor. Every Optimus surgeon could share what every other unit had seen, including rare complications that a human might encounter only once… / X
Post Log in Sign up Post kasper on X: "Elon Musk was asked when Tesla Optimus could become better than the best human surgeons. His argument is that a robot would not learn like one doctor. Every Optimus surgeon could share what every other unit had seen, including rare complications that a human might encounter only once in an entire career. That could make expert care available in places where finding a specialist is difficult or impossible. It also raises a question almost everyone can understand. When your life is on the line, do you trust the experienced human standing beside you, or the…
11:07 AM ET
Boston Dynamics
11:07 AM ETBoston Dynamics
@KaptanHindustan on X
Boston Dynamics' new Atlas robot is getting uncomfortably close to science fiction. 🤖😳 It doesn't just walk anymore. It twists, bends, lifts, carries, recovers from falls, manipulates objects, and moves with a fluidity that looks almost unnatural. Unlike humans, some of its joints can rotate in ways our bodies simply can't. A few years ago, robot videos looked impressive. Now they look like a warning. 🚨 The craziest part? Atlas is no longer just a lab experiment. Boston Dynamics is already manufacturing production-ready versions for real-world industrial work. At this rate, the question…
10:05 AM ET
VIVisiveAI
10:05 AM ETVIVisiveAI
VisiveAI on X: "Teamwork makes the dream work. To test multi-robot collaboration with Gemini Robotics 2, we challenged our Apollo and Duo robo...
via @GoogleDeepMind
#AI #LLM #MachineLearning #ChatGPT #GenerativeAI" / X
Post Log in Sign up Post VisiveAI on X: "Teamwork makes the dream work. To test multi-robot collaboration with Gemini Robotics 2, we challenged our Apollo and Duo robo... via @GoogleDeepMind \#AI \#LLM \#MachineLearning \#ChatGPT \#GenerativeAI" - VisiveAI @VisiveAI Teamwork makes the dream work. To test multi-robot collaboration with Gemini Robotics 2, we challenged our Apollo and Duo robo... via @GoogleDeepMind #AI #LLM #MachineLearning #ChatGPT #GenerativeAI 00:00 View media 10:05 AM · Aug 30, 202646Views Reply Scan to get the app
8:09 AM ET
HYHyundai
8:09 AM ETHYHyundai
@continuumlabs_ on X
From record humanoid funding to new data engines and factory-scale deployment plans, here’s what happened this week in Physical AI: 1️⃣ @XPENG_Global’s robotics unit raised $900M+ at a $6.3B valuation, the largest private embodied-AI round in China. IRON mass production is targeted by the end of 2026. 2️⃣ @Figure_robot launched Index, its global robot-training data pipeline, and committed $1B+ to data and compute over the next 12 months. 3️⃣ @FaradayFuture launched its “EAI Robotics Made in USA” plan with $5B U.S. investment over 10 years and a robot factory by year-end. 4️⃣ Hyundai outlined…
7:01 AM ET
SASanctuary AI
7:01 AM ETSASanctuary AI
Sanctuary AI puts humanoid tech on industrial robots
Skip to content Sanctuary AI has deployed technology developed alongside its Phoenix humanoid on an industrial wire insertion task, reporting a success rate above 99.5% and a 2.54 second cycle time. The trial used robotic hands rather than a complete humanoid to insert flexible wired plugs into moving targets on a live conveyor at a global Tier 1 automotive supplier. The result came from 313 insertion trials conducted over 40 minutes, CEO Daniel Friedmann told Forbes. Sanctuary calculated the success rate by comparing successful and unsuccessful insertions. Friedmann said the cycle time was…
2:37 AM ET
Unitree Robotics
2:37 AM ETUnitree Robotics
Hack One Robot, Reach the Next: How Unitree’s G1 Left the Door Open to Root Takeover | Humanoids Daily
Search articles Key Takeaways Show all - Security researcher Olivier Laflamme disclosed UniBLEed, an exploit chain yielding unauthenticated root execution on the Unitree G1 EDU humanoid robot over Bluetooth. - The attack bypassed security boundaries by abusing an authorization gap in Unitree’s cloud backend, which decrypted device-specific cryptographic keys for any registered user. - Root access grants complete control over the robot’s primary Locomotion PC, which governs real-time balance, motor trajectory, depth sensors, and audio-visual feeds. - The research demonstrated potential…
1:09 AM ET
STStellarix
1:09 AM ETSTStellarix
Stellarix on X: "This machine places 30,000 components PER HOUR 🤖
It's a pick-and-place robot building space-grade PCBs in Shenzhen. The blue boards look simple, but every single chip you see gets laser-checked for micron accuracy. This is how modern rockets, satellites, and rovers get their brai… / X
Post Log in Sign up Post Stellarix on X: "This machine places 30,000 components PER HOUR 🤖 It's a pick-and-place robot building space-grade PCBs in Shenzhen. The blue boards look simple, but every single chip you see gets laser-checked for micron accuracy. This is how modern rockets, satellites, and rovers get their brains 🧠" - Stellarix @Stellarixorine This machine places 30,000 components PER HOUR 🤖 It's a pick-and-place robot building space-grade PCBs in Shenzhen. The blue boards look simple, but every single chip you see gets laser-checked for micron accuracy. This is how modern…
6:18 PM ET
Tesla
$TSLA
6:18 PM ETTesla
@davidcao01 on X
The Supply Chain Shortage for UxV and Robots: Who Is Filling the Gap? Top 20 Components to Watch | New suppliers from Mexico, Taiwan, Japan, Korean | The VC and Entrepreneurs Angle Two weeks apart, two separate US policy actions closed off the low-cost path into American drone and robotics hardware. July 28, the FCC added foreign-made "advanced robotic devices" — humanoids, quadrupeds — to its Covered List, blocking new authorizations. August 13, the White House used Section 232 to impose tariffs of up to 100% on Chinese-made drones and their components.📷 Neither move is really about drones…
5:11 PM ET
@BillHughesDC
5:11 PM ET@BillHughesDC
Committee on Foreign Investment in the United States, Annual Report to Congress, Report Period: CY 2025
COMMITTEE ON FOREIGN INVESTMENT IN THE UNITED STATES ANNUAL REPORT TO CONGRESS Report Period: CY 2025 CFIUS – ANNUAL REPORT TO CONGRESS – CY 2025 This page is intentionally left blank. CFIUS – ANNUAL REPORT TO CONGRESS – CY 2025 CFIUS ANNUAL REPORT TO CONGRESS REPORT PERIOD: CY 2025 CFIUS – ANNUAL REPORT TO CONGRESS – CY 2025 This page is intentionally left blank. CFIUS – ANNUAL REPORT TO CONGRESS – CY 2025 TABLE OF CONTENTS MESSAGE FROM ASSISTANT SECRETARY OF THE TREASURY FOR INVESTMENT SECURITY CHRIS PILKERTON....... viii THE COMMITTEE ON FOREIGN INVESTMENT IN THE UNITED…
4:14 PM ET
SPSpaceX
4:14 PM ETSPSpaceX
@elonmusk on X
SpaceX and Tesla are each building 100GW/year of solar production capacity as fast as possible, but natural gas will still be needed to supplement and bootstrap solar for several years. The limiting factor for nat gas turbine production is casting the blades & vanes. By doing in-house casting at SpaceX, we can accelerate nat gas turbines coming online by up to 18 months, which is a profound game-changer.
3:01 PM ET
Figure
3:01 PM ETFigure
@IntEngineering on X
Figure founder Brett Adcock has posted video of the company's humanoid climbing 15 feet up a ladder and 15 feet back down with no human input, three weeks after its first autonomous ladder climb. Figure credits its Helix AI system, whose System 0 layer runs balance and contact control a thousand times a second using stereo camera vision alongside the robot's own sense of body position. Figure has not released the technical details and the demonstration has not been independently verified.
Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with your voice Sign in Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators) Tap to unmute 2x Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators) SemiAnalysis 19,743 views 4 days ago Copy link Info Shopping If playback doesn't begin shortly, try restarting your device. • You're signed out Videos you watch may be added to the TV's watch history and influence TV…
11:00 AM ET
Nvidia
$NVDA
11:00 AM ETNvidia
Nvidia Wants to Run the World’s Robots. China Is an Eager Customer. - WSJ
Skip to Main Content Skip to... Select - What to Read Next - Most Popular News - Most Popular Opinion DJIA\\ \\ 52766.88\\ \\ -0.79% S&P 500\\ \\ 7631.47\\ \\ -0.71% Nasdaq\\ \\ 26099.77\\ \\ -1.03% Russell 2000\\ \\ 2920.13\\ \\ -1.23% U.S. 10 Yr\\ \\ -1/32\\ \\ 4.804% VIX\\ \\ 16.34\\ \\ 9.52% Gold\\ \\ 4378.40\\ \\ -0.41% Bitcoin\\ \\ 77402.94\\ \\ 0.18% Crude Oil\\ \\ 90.77\\ \\ 0.61% Dollar Index\\ \\ 95.91\\ \\ 0.01% KBW Nasdaq Bank Index\\ \\ 183.86\\ \\ -0.84% S&P GSCI Index Spot\\ \\ 735.66\\ \\ 0.17% Advertisement This copy is for your personal, non-commercial use only. Distribution…
10:03 AM ET
@Olivier__OG
10:03 AM ET@Olivier__OG
@Olivier__OG on X
𝐄𝐱𝐞𝐜𝐮𝐭𝐢𝐨𝐧: 𝑾𝒉𝒂𝒕 𝑨𝑰 𝒍𝒐𝒐𝒌𝒔 𝒍𝒊𝒌𝒆 🥽 Xiaomi is testing humanoid robots inside its EV factory. Not on a stage. On the production floor. One robot handles components and folds storage boxes. Another robot captures the work from inside the factory. That may look simple. It is not. Factories are unforgiving environments. A lab can tolerate repeated failure. A production line cannot. That is why this matters. Material handling. Sorting. Logistics support. Box folding. Component movement. Routine industrial tasks. These are the jobs where humanoids may first create value. Not by…
9:50 AM ET
Agility Robotics
9:50 AM ETAgility Robotics
@HumanoidInvest on X
$CCXI 🤖 $AGLT @agilityrobotics J.P. Morgan just outlined the upcoming Humanoid robotics bottleneck Demand will be outweighing supply by a large margin Q4 2026 Should be interesting as Agility becomes the first public USA pure play Humanoid robotics company @ a pre money valuation of $2.5 billion 🇺🇸 They’ve already lined up 3 investor conferences for September & the CFO will be available for one-on-one meetings with institutional investors. Agility will also be unveiling their new v5 “Digit” Humanoid by year end Personally, this is the only sector I’m genuinely excited to be a market…
9:28 AM ET
@techniahqrobot
9:28 AM ET@techniahqrobot
@techniahqrobot on X
BeyondMimic is now in Science Robotics. Berkeley and Stanford used a Unitree G1 to track human motions like sprinting, spin-kicks and cartwheels, then used guided diffusion to combine those skills for waypoint navigation and obstacle avoidance. mocap is still used for obstacle and waypoint locations, plus some state estimation. Humanoid agility is advancing fast. How much of it still depends on external sensing infrastructure? #HumanoidRobots #Robotics #PhysicalAI
9:26 AM ET
@techniahqrobot
9:26 AM ET@techniahqrobot
@techniahqrobot on X
BeyondMimic is now in Science Robotics. Berkeley and Stanford used a Unitree G1 to track human motions like sprinting, spin-kicks and cartwheels, then used guided diffusion to combine those skills for waypoint navigation and obstacle avoidance. mocap is still used for obstacle and waypoint locations, plus some state estimation. Humanoid agility is advancing fast. How much of it still depends on external sensing infrastructure? #HumanoidRobots #Robotics #PhysicalAI
7:46 AM ET
LILightberry
7:46 AM ETLILightberry
Lightberry Unveils Lumi: A $40k Interactive Humanoid Built on a Unitree Core | Humanoids Daily
Search articles Lightberry designed Lumi with a rounded, character-driven aesthetic and animated digital eyes, aiming to make social humanoids feel approachable. Key Takeaways Show all - San Francisco startup Lightberry has launched reservations for Lumi, a $39,990 bipedal robot aimed at commercial entertainment, marketing, and developer deployments. - While mechanically derived from the Unitree G1 platform, Lumi replaces stock components with custom sensors, an 8-microphone beamforming array, and an NVIDIA Jetson Thor T4000 compute module. - Lightberry confirmed to Humanoids Daily that its…
6:01 AM ET
HYHyundai
6:01 AM ETHYHyundai
South Korea Commits KRW 2.3 Trillion to Build Full-Stack Humanoid Robotics Ecosystem by 2030 | Humanoids Daily
Search articles Key Takeaways Show all - Dedicated Humanoid Capital: South Korea is investing KRW 2.3 trillion ($1.66 billion) through 2030 to build an indigenous, full-stack humanoid robotics industry, backed by an additional KRW 2.8 trillion ($2.0 billion) for field verification. - Aggressive Localization Targets: The plan seeks to raise domestic localization of core humanoid components from 45% to 80%, transitioning legacy auto parts manufacturers into precision robotics suppliers. - State Procurement Pipeline: The government will purchase 1,080 humanoid robots and roughly 5,000 total…
5:43 AM ET
@realgalleryx
5:43 AM ET@realgalleryx
@realgalleryx on X
서랍이 안 열리자 수저를 오븐에 넣었다. Physical Intelligence를 만든 Sergey Levine이 Ryan Peterman 앞에서 말한 평가 장면이다. 모델은 π0.5다. 주방에서 수저를 넣으라고 했는데 서랍이 안 열렸다. 옆에 오븐이 있으니 그걸 열고 넣기 시작했다. 아이한테 치우라고 하면, 안 보이게만 넣기도 한다는 것이다. 접시 닦기도 그랬다. 회색, 초록, 하나를 떨어뜨리자 본체가 그 위로 가서 가렸다. 그리고 메모에는 회색 접시는 닦았다고 적혀 있었다. 예전 로봇 실수는 말이 안 되는 버그였다. 지금은 애가 하는 실수다. 이제 자라기만 하면 된다고 했다. 데모가 사람처럼 보일수록, 사람처럼 숨기는지도 같이 보면 된다.
11:00 PM ET
Google DeepMind
$GOOGL
11:00 PM ETGoogle DeepMind
Gemini Robotics 2 brings whole body intelligence to robots - YouTube
Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with your voice Sign in Gemini Robotics 2 brings whole body intelligence to robots Tap to unmute 2x Gemini Robotics 2 brings whole body intelligence to robots Google DeepMind 324,052 views 1 month ago Copy link Info Shopping If playback doesn't begin shortly, try restarting your device. • You're signed out Videos you watch may be added to the TV's watch history and influence TV recommendations. To avoid…
9:06 PM ET
@fuelmeupcc
9:06 PM ET@fuelmeupcc
@fuelmeupcc on X
150+ humanoid companies in China, and most run on state money per the NDRC. Great arms, dumb brains. The hardware is cheap because Beijing subsidizes it, the intelligence is the wall nobody can buy their way over. Output tops 10,000 units in 2025 but a robot that needs a researcher steering its wrist isn't replacing a warehouse worker. Cheap bodies scale fast. General-purpose smarts don't.
7:24 PM ET
Tesla
$TSLA
7:24 PM ETTesla
Chinese automakers are following Tesla’s bet that robots are the next big profit machine | TechCrunch
Skip to content Image Credits: Zhang Haofu/Xinhua / Getty Images Robotics Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link Chinese automakers are following Tesla’s bet that robots are the next big profit machine Kirsten Korosec 4:24 PM PDT · August 28, 2026 Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link The hype around humanoid robots isn’t particularly new. Thank Tesla CEO Elon Musk and his Optimus robot, as well as the myriad videos of Boston Dynamics’ Atlas robot, for that. Behind that hype, though, there…
4:12 PM ET
NVIDIA
$NVDA
4:12 PM ETNVIDIA
@csentropy on X
In robot control ER 2 competes with NVIDIA's open Isaac GR00T family (GR00T N1.7, Cosmos Reason), Physical Intelligence's π-series, Figure's Helix, and OpenVLA. In interoperability standards, MHS enters a space already occupied by SiLA 2 (the most mature open lab-connectivity standard, built on gRPC/Protocol Buffers with mDNS discovery), OPC-UA (the dominant industrial M2M standard, IEC 62541, 150+ companion specs), ROS/ROS 2 (the de-facto robotics middleware; ROS 1 support ended May 2025), and LabOP/Autoprotocol (protocol-description standards). MHS's differentiated wedge is being the first…
4:12 PM ET
Gemini Robotics
$GOOGL
4:12 PM ETGemini Robotics
@csentropy on X
Announced July 30, 2026 (author Carolina Parada) as part of Gemini Robotics 2, three models: Gemini Robotics 2 (VLA) converts vision+language into motor control first DeepMind VLA to control a full humanoid feet-to-fingertips under one checkpoint. Partner-only. Gemini Robotics ER 2 (VLM) the embodied-reasoning brain; publicly available. Gemini Robotics On-Device 2 (VLA) runs locally, adapts to new embodiments in a few hours. Partner-only.
4:00 PM ET
NVIDIA
$NVDA
4:00 PM ETNVIDIA
Conference & Program | embeddedworld North America 2026
Skip to main content Skip to footer Conference & Program The premier demonstration and information sharing platform for the embedded community. Innovation, networking and knowledge are all on display. Make the most of the program with the Mobile App - explore sessions and plan your visit. Search for Sessions here! Day 1-3 Tech Sessions Schedule Day 1Tue · Sep 22Day 2Wed · Sep 23Day 3Thu · Sep 24 Exhibition Open 11:00 AM – 6:00 PM Keynote9:30 – 10:30 AM The Next Evolution of Embedded: Open Platform for Autonomous, Agentic Systems Deepu Talla— VP Robotics & Edge AI, NVIDIA Day 1:1 Technical…
2:10 PM ET
https://x.com/LerrelPinto
2:10 PM EThttps://x.com/LerrelPinto
Lerrel Pinto on X: "Turns out that doing In-context learning for robots is not that hard..." / X
Post Log in Sign up Post Lerrel Pinto on X: "Turns out that doing In-context learning for robots is not that hard..." - Lerrel Pinto @LerrelPinto Turns out that doing In-context learning for robots is not that hard... 00:00 View media 2:10 PM · Aug 28, 2026267.7KViews 26 33 569 205 - ismaelvega @notismaelvega Aug 28 it's right behind me isn't it View media Reply 40 4.9K - Chenhao Li @breadli428 Aug 28 I feel this is a not very well-defined area where we know how “OOD” the task is. 2 22 3.4K - Heeger @GChongkai Aug 28 What's the difference between in-context learning and those one-shot…
1:30 PM ET
@du_maximilian
1:30 PM ET@du_maximilian
MemoryAnchors
01 · Continual Learning Challenge Data Sensitivity in Continual Robot Learning To understand Memory Anchors, we first need to take a closer look at why robot policies forget old tasks when learning new ones. Sequential Task Learning We explore the problem setting of imitation learning on tasks in sequence. Drag the slider to step through ten tasks. The horizontal axis is the learning progress, and the vertical axis is the evaluated tasks. The lighter the off-diagonal elements, the worse the forgetting. ER buffer size 0.5% (Tiny)1% (Small)5% (Medium) Training stage 12345678910 Stage 5 of 10…
11:19 AM ET
ARAxis Robotics
11:19 AM ETARAxis Robotics
Cicada Market Making on X: "https://t.co/26k9SK56mf" / X
Post Log in Sign up Post - Cicada Market Making @cicada\mm Inside Robotics and Physical AI Featuring insights from Axis Robotics In 2026, the artificial intelligence industry learned to solve the compute problem. GPUs are becoming more accessible, models are cheaper to run inference on, cloud infrastructure keeps growing. But the next wave of AI, robotics and Physical AI, has a completely different problem. It all comes down to data that simply does not exist in the volume needed. No Internet for Robots LLMs grew out of a foundation that already existed. Decades of text on the internet,…
10:56 AM ET
GEGeneralist
10:56 AM ETGEGeneralist
@chris_j_paxton on X
In-Context Learning Results Hint at a “GPT Moment” for Robotics For general-purpose robots to be useful and economical, you need to be able to teach them new skills on the fly. And now we can see how this will work, with in-context long horizon video demonstrations shown by companies like Generalist, Skild, Rhoda, Rhoda, and RobbyAnt. The idea is simple: prompt with a demonstration, mixed video and proprioception information. Language isn't enough -- it doesn't specify the problem well enough. And it's starting to really work. more in blog post
10:11 AM ET
A1a16z
10:11 AM ETA1a16z
Why Top Founders Are Racing Into AI Infrastructure - YouTube
Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with your voice Sign in Why Top Founders Are Racing Into AI Infrastructure Tap to unmute 2x Why Top Founders Are Racing Into AI Infrastructure a16z 90,021 views 4 days ago Copy link Info Shopping If playback doesn't begin shortly, try restarting your device. • You're signed out Videos you watch may be added to the TV's watch history and influence TV recommendations. To avoid this, cancel and sign in to…
9:24 AM ET
BMW
9:24 AM ETBMW
@HumanSapiensX on X
FIGURE 03 JUST ENTERED THE BMW FACTORY. 🤖🏭 Figure 02 helped build 30,000+ BMW X3s in 2025. Now Figure 03 is taking over — and its job is getting much harder. Not just moving parts. It sorts unordered components, sequences them, and pulls loaded carts using whole-body AI control powered by Helix 02. Humanoids are moving from demos to the factory floor. 🚀
6:51 AM ET
https://x.com/poezhao0605
6:51 AM EThttps://x.com/poezhao0605
Poe Zhao on X: "Reuters just published a special investigation on China's humanoid robot boom. I contributed analysis at three points, and together they form one argument.
Start with pricing. China's capital markets have priced humanoid technology very aggressively. Investors are essentially betti… / X
Post Log in Sign up Post Poe Zhao on X: "Reuters just published a special investigation on China's humanoid robot boom. I contributed analysis at three points, and together they form one argument. Start with pricing. China's capital markets have priced humanoid technology very aggressively. Investors are essentially betting on future general-purpose usefulness, not current capability. Then look at where the robots actually work. The economics do not support widespread deployment today. Near-term demand will stay concentrated in dangerous, repetitive and structured work. The real long-term…
4:00 AM ET
FIFigureAI
4:00 AM ETFIFigureAI
XMAQUINA on X: "This week @FigureAI launches Index, the largest physical robot training dataset in the world.
30 minutes of video uploads per second.
16M video uploads.
$15M paid to data creators.
Figure says it's committing $1B over the next 12 months on data and compute." / X
Post Log in Sign up Post XMAQUINA on X: "This week @FigureAI launches Index, the largest physical robot training dataset in the world. 30 minutes of video uploads per second. 16M video uploads. $15M paid to data creators. Figure says it's committing $1B over the next 12 months on data and compute." - XMAQUINA @xmaquina This week @FigureAI launches Index, the largest physical robot training dataset in the world. 30 minutes of video uploads per second. 16M video uploads. $15M paid to data creators. Figure says it's committing $1B over the next 12 months on data and compute. 00:00 View media…
3:24 AM ET
@techniahqrobot
3:24 AM ET@techniahqrobot
@techniahqrobot on X
This might be one of the strongest humanoid locomotion demos yet. SOLO completed a continuous 1.5 km outdoor route using one chest mounted depth camera and proprioception crossing stairs, slopes, grass and uneven ground. No external localization or mapping. The same locomotion tech was used on Tiangong Omni at the 2026 World Humanoid Robot Games. @Xhumanoid_BJ #HumanoidRobot #Robotics #EmbodiedAI #Tiangong
2:17 AM ET
1X Technologies
2:17 AM ET1X Technologies
@marketmaker_hq on X
10,000 humanoid robots sold out in 5 days generating $200,000,000+ in pre-orders overnight OpenAI backed 1X Technologies just proved consumer demand for home bots is officially reaching mass hysteria with NEO: • Price: $20,000 flat (or $499/month, less than leasing a sedan) • Design: Soft fabric body with muscle like tendon actuators (no rigid steel gears) • Weight: 62 kg, completely unassisted spatial AI • Demand: 1X is already rushing a dedicated California mega factory just to scale production The physical robotics boom is arriving faster than predicted but hardware is only half the…
2:00 AM ET
ARAxis Robotics
2:00 AM ETARAxis Robotics
@axisrobotics on X
Announcing our partnership with @Dexmal_AI About Dexmal: Dexmal is a technology company focused on general-purpose embodied intelligence, committed to building intelligent, useful, and trustworthy robots. As a core data infrastructure partner, Axis is teaming up with Dexmal to empower their VLA and world models through large-scale egocentric, simulation, and real-world data production. Backed by successful enterprise data deployments, this milestone highlights the scale, precision, and production-grade reliability of Axis’s compounding physical data engine. Together, we are establishing the…
1:43 AM ET
ARAxis Robotics
1:43 AM ETARAxis Robotics
@em3kagmi on X
Many People believe Physical might be unachievable not because robots lack arms or GPUs rather, because robots do not have enough real training data. Normal AI LLM can train on text that already exists on the internet but Robots cannot. A robot needs recordings of physical actions like how an arm moves, how a grasp starts to slip, or how an object sits at a slightly different angle. That data is expensive to collect in a lab, slow to produce, and usually too clean to match the real world. @axisrobotics approaches this differently by using a distributed network to collect physical interaction…
Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with your voice Sign in 【中国製人型ロボットを分解】「Unitree G1」の構造を徹底分析｜人の動きをどう再現？｜高い運動能力の秘密 Tap to unmute 2x 【中国製人型ロボットを分解】「Unitree G1」の構造を徹底分析｜人の動きをどう再現？｜高い運動能力の秘密 日経クロステック【公式】 381,092 views 1 month ago Copy link Info Shopping If playback doesn't begin shortly, try restarting your device. • You're signed out Videos you watch may be added to the TV's watch history and influence TV recommendations. To avoid this,…
8:13 PM ET
Physical Intelligence (π)
8:13 PM ETPhysical Intelligence (π)
Physical Intelligence (π)
Physical Intelligence is bringing general-purpose AI into the physical world. We are a group of engineers, scientists, roboticists, and company builders developing foundation models and learning algorithms to power the robots of today and the physically-actuated devices of the future. We're looking to add a small number of people to our team and have listed a few of the roles we're hiring for below. That said, we're always on the lookout for the exceptional. If none of these roles quite describe you, tell us what does and why you'd be excited to work at PI — by applying under…
8:00 PM ET
CECerebras
8:00 PM ETCECerebras
Cerebras's Next Generation CS-4: Fast Just Got Faster
SubscribeSign in Cerebras's Next Generation CS-4: Fast Just Got Faster Double the Performance, Double the Power, Double the Fun Myron Xie, Bryan Shan, Wega Chu, and 2 others Aug 18, 2026 ∙ Paid 136 6 Share Cerebras revealed CS-4 this week, with more details to come at Hot Chips. CS-4 is their fourth-generation rack built around the same third generation 5nm wafer-scale engine: WSE-3. CS-4 doubles the performance of CS-3 through increased power consumption and clock frequency per wafer, and better rack-scale density. This all translates into CS-4 being able to double the tokens/s/user per…
7:05 PM ET
Tesla
$TSLA
7:05 PM ETTesla
Optimus Just Entered Production at Fremont. Here's What Changes for Tesla Investors. | The Motley Fool
Most people watch Figure 03 walk and look at the legs. But a lot of the interesting work is happening underneath. Figure’s Helix 02 uses three control layers. System 2 understands the scene the instruction and the goal. System 1 turns that into full-body joint targets at 200 Hz. System 0 runs at 1,000 Hz constantly adjusting balance, contact and coordination. So even a simple step is the result of several control loops working together in real time. That is what makes these humanoid interesting. The movement may look simple from the outside, but the control system behind it is doing a huge…
3:04 PM ET
@TheSanctuaryAI
3:04 PM ET@TheSanctuaryAI
@TheSanctuaryAI on X
Robots Doing Stuff #64 | Delicate Object Handling Will you find crackers and grapes on the production floor? Probably not. But what you will find are tasks that require the manipulation of delicate, irregular, and easily damaged objects. Brittle crackers and soft grapes provide a simple way to put those capabilities to the test. Handling objects like these requires precise force control and continuous adjustment. The hand must maintain a secure grasp without crushing, cracking, or dropping each object as it transfers it to the plate. It makes for a great demo… and a great snack. #Dexterity…
2:13 PM ET
DRDYNA Robotics Inc.
2:13 PM ETDRDYNA Robotics Inc.
Careers — DYNA
Contact11:33 AM Name Email Company Team Size 1-2021-5051-100100+ Message BusinessMediaInvestorOther Submit See all open positions Human intelligence wanted. \[ Who we Are \] We’reresearchers,engineers,andoperators(androbots)workingatthefrontierofembodiedAI.Theresearchishard.Thedeploymentisharder.Theopportunityismassive.Ifyouwanttodoworkthatactuallyworksintherealworld,joinus. Department: Machine LearningSoftwareRoboticsHardwareEngineeringResearchData OperationsOperationsMarketing & SalesPeopleProductRobot Safety Operations Title:Location:Type: Machine Learning \\ \\ ML Infrastructure Engineer,…
2:13 PM ET
DYDynaRobotics
2:13 PM ETDYDynaRobotics
@DynaRobotics on X
Then we realized there is more. A fully folded napkin is not a finished job. It has to land in a bin, stacked, ready for staff to carry out so they can serve their guests. For months our napkins were folded well, but the bins were disorganized and ruined output quality drastically. The robot was placing each napkin wherever it happened to land, so staff had to square up the stacks before carrying them out. Ten positions in one small bin look nearly identical to the robot. Nothing in the scene tells it what comes next, only the instruction does. Precise language following in Dyna-2 is what…
2:13 PM ET
DYDynaRobotics
2:13 PM ETDYDynaRobotics
@DynaRobotics on X
Let’s dive into the facts. The small details we obsessed about and actually closed the gaps. To keep one Din Tai Fung dining room supplied, a robot has to produce 1,500 table-ready napkins in a day’s shift. A year ago, ours managed 480 with Dyna-1. Today with Dyna-2, we clear well over 1,500 napkins, 2.7x faster and at higher quality. None of it came from one-off solutions engineering. And the performance gains didn’t come from the pre-training alone, but the extensive systems around it.
2:13 PM ET
DYDynaRobotics
2:13 PM ETDYDynaRobotics
@DynaRobotics on X
Waymo was founded in 2009. Their demo took 18 months. Their first driverless rides opened to the public in 2020. It's easy to show a demo. What comes after are the edge cases, recovery, uptime, integrations, and the small failures that only show up once a robot has done the job every day for months. In the field. We spent the past year in that "after" with our customers, running their napkin operations day in and day out. Twelve months ago, Dyna-1 was the most reliable robot foundation model DEMO published at the time. Today the comparison with Dyna-2 is stark.
2:13 PM ET
DRDyna Robotics
2:13 PM ETDRDyna Robotics
Dyna Robotics on X: "After so many demos, models, pilots, robots are still struggling to land real deployments with real customers. Until now.
Today we’re excited to share that our robots have successfully crossed the ROI threshold, and Din Tai Fung, one of the highest revenue per location restaur… / X
Post Log in Sign up Post Dyna Robotics on X: "After so many demos, models, pilots, robots are still struggling to land real deployments with real customers. Until now. Today we’re excited to share that our robots have successfully crossed the ROI threshold, and Din Tai Fung, one of the highest revenue per location restaurant chain in the US, is rolling out Dyna robots across its extensive restaurant network. This brings our rollouts across hotels, logistics, data centers, and many other use cases to a fleet that reaches hundreds of robots by the first half of 2027. And we’re just getting…
2:13 PM ET
DRDyna Robotics
2:13 PM ETDRDyna Robotics
Dyna Robotics on X: "After so many demos, models, pilots, robots are still struggling to land real deployments with real customers. Until now.
Today we’re excited to share that our robots have successfully crossed the ROI threshold, and Din Tai Fung, one of the highest revenue per location restaur… / X
Post Log in Sign up Post Dyna Robotics on X: "After so many demos, models, pilots, robots are still struggling to land real deployments with real customers. Until now. Today we’re excited to share that our robots have successfully crossed the ROI threshold, and Din Tai Fung, one of the highest revenue per location restaurant chain in the US, is rolling out Dyna robots across its extensive restaurant network. This brings our rollouts across hotels, logistics, data centers, and many other use cases to a fleet that reaches hundreds of robots by the first half of 2027. And we’re just getting…
1:00 PM ET
Unitree
1:00 PM ETUnitree
@antopatrex1 on X
unitree IPO'd and was oversubscribed 8,000x by retail investors. backed by deepseek and a state oil company. shipped 5,500 humanoids last year. valued at $9B. this is what industrial policy looks like when a country decides to win:
12:55 PM ET
GOGoogleDeepMind
12:55 PM ETGOGoogleDeepMind
@GoogleDeepMind on X
From weather forecasting to robotics, intelligent decision-making relies on understanding the unknown. Our VP Research @ZoubinGhahrama1 explores with @fryrsquared why teaching systems self-doubt and probability can lead to safer, more reliable real-world decision-making. 🧠 Watch the episode ↓ Timecodes: 00:00 Introduction 01:06 The role of uncertainty 07:45 Correctness vs confidence 09:40 Historical perspectives 16:10 Bayesian thinking in AI 26:30 Uncertainty in the real world 36:42 Future research and AGI
12:39 PM ET
Hugging Face
12:39 PM ETHugging Face
@TheHumanoidHub on X
Home robots are coming. The first ones in will be the small ones that are safe around kids and pets. Hugging Face's Pollen Robotics just opened pre-orders for Microduck, a $399 biped. 25cm, under 800g, 15 motors, a camera, a small LiDAR, two IMUs, and an articulated beak that picks things up. Ships with 7 pre-trained behaviors including walking, kicking, and roller skating. Open on GitHub under Apache-2.0: the SDK, the simulator, and the RL training pipeline. So you can teach it new tricks.
10:05 AM ET
HYHyundai
10:05 AM ETHYHyundai
@StragglerLiu on X
At Hyundai Motor's 2026 CEO Investor Day on August 26, CEO José Muñoz made a statement that deserves serious attention: Hyundai is considering selling Boston Dynamics' humanoid robot Atlas through its existing automotive dealer network. Hyundai Capital is exploring financing options for robot sales — the same structures used to finance car purchases. This is not another "automaker experiments with robotics" story. This is Hyundai putting a humanoid robot into the commercial infrastructure it spent 60 years building to sell cars. The roadmap: 2026: RMAC (Robot Metaplant Application Center) in…
10:00 AM ET
Google DeepMind
$GOOGL
10:00 AM ETGoogle DeepMind
Piloting the world's first double-blind AI evaluations — Google DeepMind
Skip to main content August 27, 2026 Responsibility & Safety Piloting the world's first double-blind AI evaluations William Isaac, Sol Messing and Kristian Lum Share Building trust in proprietary model benchmarks using cryptographically secure environments Imagine a student is set to take a high-stakes exam. If they accidentally peek at the test questions in advance, achieving a perfect score is influenced by this knowledge, making it a meaningless accomplishment. To truly measure what they know, they must have no visibility of the test questions until it's time to take the exam. That is the…
9:58 AM ET
PEPerceptron
9:58 AM ETPEPerceptron
@TheHumanoidHub on X
Perceptron's Isaac 0.5 is a 36B open-weight embodied foundation model with only 2.5B active per token. The model - Perception, reasoning, and control all read from one shared backbone, so it makes visual decisions mid-trajectory - Null-expert routing lets each token use between zero and eight of the 256 experts - 35+ embodiments and 100k+ hours of demonstrations, so policies port across robots fast The result Scaling general video from 1,000 to 1M hours cut the teleoperation needed to hit their action-loss target from 5,884 hours to 28. On most benchmarks for spatial, physical, and grounding…
9:52 AM ET
Fourier
9:52 AM ETFourier
Mayank Vora on X: "🤝 FOURIER GR-3 CARE ROBOT
Not every robot at the conference was built for factories.
The human-sized GR-3 is covered in soft material and responds through vision and touch. It is designed for companionship, education, public services and elderly care." / X
Post Log in Sign up Post Mayank Vora on X: "🤝 FOURIER GR-3 CARE ROBOT Not every robot at the conference was built for factories. The human-sized GR-3 is covered in soft material and responds through vision and touch. It is designed for companionship, education, public services and elderly care." - Mayank Vora @aiwithmayank Aug 27 China just showed what the next generation of robots will actually look like. Not prototypes trapped inside laboratories, but machines designed to carry people, pack phones, sort parcels and care for the elderly. Here are the wildest robots from Beijing’s 2026 World…
8:42 AM ET
HYHyundai
8:42 AM ETHYHyundai
@CyberRobooo on X
Hyundai is considering selling its humanoid robot Atlas through its dealer network. At Hyundai Motor's 2026 CEO Investor Day event yesterday... Hyundai plans to deploy Boston Dynamics’ Atlas at its own automotive factories, but it is also discussing bringing robots into its existing dealer and financial network. Hyundai CEO José Muñoz said the group already has potential distribution channels through dealer partners, while Hyundai Capital is exploring whether it can finance robot sales. In simple terms, companies could eventually be able to get a robot through Hyundai’s own network, with…
6:48 AM ET
AGAGIBOT
6:48 AM ETAGAGIBOT
@techniahqrobot on X
AGIBOT just dominated its debut at the 2nd World Humanoid Robot Games in Beijing. The company finished #1 in both the gold medal table and the overall medal table: • 18 gold medals • 16 silver medals • 12 bronze medals • 46 medals total What stands out is the hardware behind those results. AGIBOT says its competition lineup, including OmniHand, G2, A3 and X2, consists of robots already in mass production or deployed in real-world applications, rather than machines built only for competition. Some of the strongest results: • OmniHand reached all 8 dexterous-hand finals and won 7 gold medals,…
6:31 AM ET
PRPollen Robotics
6:31 AM ETPRPollen Robotics
Microduck - A tiny biped robot you can teach new tricks | Pollen Robotics
AV-1 MicroduckMade to move · Ready to learn A 25 cm open-source biped you train yourself with reinforcement learning. Playable out of the box. Pre-order for $399 Pre-orders open August 27, 2026★$399 before taxes and shipping★Open source★Pre-orders open August 27, 2026★$399 before taxes and shipping★Open source★Pre-orders open August 27, 2026★$399 before taxes and shipping★Open source★Pre-orders open August 27, 2026★$399 before taxes and shipping★Open source★Pre-orders open August 27, 2026★$399 before taxes and shipping★Open source★Pre-orders open August 27, 2026★$399 before taxes and…
5:18 AM ET
NVIDIA
$NVDA
5:18 AM ETNVIDIA
Shuddhatma Jain on X: "Sanja Fidler quit her job running NVIDIA's Toronto AI lab, started a company three months ago, and has already pulled in $90 million without shipping a single product.
nobody is betting on a robot here. they're betting she can build the world robots learn inside 🧵" / X
Post Log in Sign up Post Shuddhatma Jain on X: "Sanja Fidler quit her job running NVIDIA's Toronto AI lab, started a company three months ago, and has already pulled in $90 million without shipping a single product. nobody is betting on a robot here. they're betting she can build the world robots learn inside 🧵" - Shuddhatma Jain @decepticons0101 Sanja Fidler quit her job running NVIDIA's Toronto AI lab, started a company three months ago, and has already pulled in $90 million without shipping a single product. nobody is betting on a robot here. they're betting she can build the world robots…
4:00 AM ET
ARAxis Robotics
4:00 AM ETARAxis Robotics
Axis Robotics × Booster: From Digital Twins to a Robot Data Engine
Back How task-aligned simulation, real demonstrations, and continued pretraining can make each new Booster task easier to build than the last. Robot learning has a model problem. More importantly, it has a data-operations problem. Figure — Axis’s simulation solution spans third-person, head, and wrist observations while varying appearance, materials, object layout, lighting, and scene context. The objective is to preserve task structure while varying the details that should not control the policy. Introduction For robotics companies building new embodiments—and, increasingly, for the entire…
1:16 AM ET
Unitree Robotics
1:16 AM ETUnitree Robotics
How Many Humanoid Robots Have Actually Been Sold in 2026? - Humanoid Analytics
Close Menu - Companies - Company Tracker - Deployment Tracker - Funding Tracker - Deployments - Technology - Funding - Markets - Our Services X (Twitter) Mastodon LinkedIn Switch to Dark Design - easier on eyes.Switch to Light Design. Search Switch to Dark Design - easier on eyes.Switch to Light Design. Search Markets How Many Humanoid Robots Have Actually Been Sold in 2026? Unitree shipped 5,511 humanoids but recognized 5,215 sales in 2025. That 296-unit gap shows why 2026 shipment estimates cannot be treated as a global sales count. By Humanoid AnalyticsAugust 27, 20269 Mins Read…
China can build kung fu-fighting robots. But it can’t get them to do factory work | Reuters
Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv LIUZHOU, China - Inside a training center in southern China, more than 100 humanoid robots stand in neat rows. A dozen human trainers wearing headsets guide some of them through simple tasks – sorting crates, packaging noodles, making coffee. The humanoids are slow and awkward. A novice trainer might get them to produce one usable movement in 300 attempts; an experienced trainer, one in 50. Robot maker UBTech won an $18 million tender from the Guangxi regional government last…
11:41 PM ET
Unitree
11:41 PM ETUnitree
@heyshrutimishra on X
Unitree's humanoid robots went viral doing kung fu at China's New Year Gala. Search volume jumped 300%. Orders doubled within hours. Then the company went public on Shanghai's STAR Market. The IPO raised $904 million. The stock surged 460% on day one, peaking at 629% above the offer price. Retail investors oversubscribed it 8,000 times. China now ships 97% of the world's humanoid robots. Unitree and AgiBot control three quarters of the market. Global shipments surged 272% YoY in the first half of 2026. The stock has since plunged 45% from its peak.
5:57 PM ET
HMHyundai Motor Group
5:57 PM ETHMHyundai Motor Group
Hyundai Says Atlas Will Not Replace Workers — One Day After Settling a Strike Over Exactly That | Humanoids Daily
Search articles Key Takeaways Show all - CEO José Muñoz told investors that Hyundai's US robot plant will start production in 2028 with 30,000 units of annual capacity, calling it "the world's first large-scale commercial robotics manufacturing facility" - 25,000 of those units are already committed, beginning with Hyundai Motor Group Metaplant America — meaning roughly 83 percent of first-year output is destined for Hyundai's own factories, not external customers - Muñoz devoted a scripted passage to insisting "robots are not replacing humans," one day after Hyundai's Korean union reached a…
4:53 PM ET
MRMenlo Research
4:53 PM ETMRMenlo Research
Asimov 1 DIY Humanoid Kits Begin Shipping as Team Details Final Costs | Humanoids Daily
Search articles Key Takeaways Show all - The first production batch of the open-source Asimov 1 DIY humanoid kit is shipping to early builders after moving through fabrication. - Pricing is finalized at $20,000 delivered, accounting for international shipping and tariffs alongside bulk actuator procurement. - The 1.2-meter bipedal platform arrives as a modular kit requiring an estimated 100 hours of assembly across mechanical, wiring, and compute systems. - The project relies on off-the-line 3D-printed parts and open-source CAD blueprints to bypass proprietary supply chain bottlenecks and…
4:05 PM ET
NVIDIA
$NVDA
4:05 PM ETNVIDIA
How to Train a Cross-Embodiment Robot Navigation Policy with AI Agents | NVIDIA Technical Blog
Technical Blog Subscribe Related Resources Robotics English한국어中文 How to Train a Cross-Embodiment Robot Navigation Policy with AI Agents Aug 26, 2026 By Yan Chang, Mihir Acharya, Wei Liu, Katie Washabaugh and Aishwarya Singh +9 Like Discuss (0) - L - T - F - R - E AI-Generated Summary - COMPASS adapts the pretrained NVIDIA X-Mobility policy into residual specialists for specific robots and environments using reinforcement learning. - An agent-driven workflow with human approval gates automates environment validation, scene preparation, smoke testing, residual training, checkpoint evaluation,…
4:04 PM ET
Agility Robotics
4:04 PM ETAgility Robotics
Agility on X: "Whole-body range of motion, stress-tested by a workout class. Every joint in sync — timing, velocity, balance. The same control Digit uses on a real warehouse floor.
#Agility #DigitRobot" / X
Post Log in Sign up Post Agility on X: "Whole-body range of motion, stress-tested by a workout class. Every joint in sync — timing, velocity, balance. The same control Digit uses on a real warehouse floor. \#Agility \#DigitRobot" - Agility @agilityrobotics Whole-body range of motion, stress-tested by a workout class. Every joint in sync — timing, velocity, balance. The same control Digit uses on a real warehouse floor. #Agility #DigitRobot 00:00 View media 4:04 PM · Aug 26, 202611.3KViews 9 4 42 7 - Capital\Squeeze❄️ @CapitalSqueez Aug 27 Agility Robotics’ Digit is positioned to disrupt and…
3:42 PM ET
LIlightberry
3:42 PM ETLIlightberry
Robert Scoble on X: "This San Francisco robot can “see” you even if you are standing behind it thanks to a new array microphone that @lightberry and built.
As soon as you open your mouth that is.
It can recognize you speaking to it. And can track a variety of people standing around the robot.
Li… / X
Post Log in Sign up Post Robert Scoble on X: "This San Francisco robot can “see” you even if you are standing behind it thanks to a new array microphone that @lightberry and built. As soon as you open your mouth that is. It can recognize you speaking to it. And can track a variety of people standing around the robot. Like if one was in your kitchen sitting a dinner party. They did that to serve its real goal, to have its robot have the most interesting personalities. @aliattar and team introduced me to Lumi. You can order now for $40,000: https://t.co/M1MBgFJBli Why so expensive? We cover…
2:45 PM ET
pi
2:45 PM ETpi
Rhys on X: "Cool to see a bunch of new robotics foundation model releases:
π0.7 from @physical_int
GEN-1.5 from @generalistAI
S1 from @SkildAI
Feels like the GPT-3 moment for robotics. Robot Models are Few-Shot Learners!" / X
Post Log in Sign up Post Rhys on X: "Cool to see a bunch of new robotics foundation model releases: π0.7 from @physical\int GEN-1.5 from @generalistAI S1 from @SkildAI Feels like the GPT-3 moment for robotics. Robot Models are Few-Shot Learners!" - Rhys @RhysLindmark Cool to see a bunch of new robotics foundation model releases: π0.7 from @physical\int GEN-1.5 from @GeneralistAI S1 from @SkildAI Feels like the GPT-3 moment for robotics. Robot Models are Few-Shot Learners! View media View media 2:45 PM · Aug 26, 2026255Views 3 3 - Rhys @RhysLindmark Aug 26 Also damn, still so early for robot…
2:34 PM ET
OPOpenAI
2:34 PM ETOPOpenAI
@TheRundownAI on X
Sam Altman told TIME that by the end of this year, OpenAI will have an internal system he would call AGI. A few other eye-opening quotes from the interview: "I expect this will be the first model where the model actually invents new things in a way that matters. That’s a very AGI-like thing." On the Hugging Face breakout: "It’s like a sci-fi story." After one agent got out of the sandbox and onto the internet, it wrote "holy sh-t" to the others. "Getting AI safety right is more important than any company’s momentum." He also said OpenAI will "definitely" make humanoid robots.
1:46 PM ET
@lightberry
1:46 PM ET@lightberry
@lightberry on X
Lumi is also the best humanoid for builders: 🤖 Head: shake, nod, tilt 👂 I/O: stereo cams, 360º mic array, loud speakers 👕 Body: G1-compatible 🧠 Compute: NVIDIA Thor 🖐️ Hands: parallel grippers
1:46 PM ET
LILightberry
1:46 PM ETLILightberry
Lightberry on X: "MEET LUMI
THE WORLD'S MOST INTERACTIVE ROBOT
Assembled in SF, shipping in 2026 💛" / X
Post Log in Sign up Post Lightberry on X: "MEET LUMI THE WORLD'S MOST INTERACTIVE ROBOT Assembled in SF, shipping in 2026 💛" - Lightberry @lightberry MEET LUMI THE WORLD'S MOST INTERACTIVE ROBOT Assembled in SF, shipping in 2026 💛 00:00 View media 1:46 PM · Aug 26, 2026110.5KViews 62 63 484 136 - Lightberry @lightberry Aug 26 Until today, humanoids shipped mute, deaf, and blind. Interactions got no love, sensors were always an afterthought, personality was forgotten. Result: robots could not be deployed in public. 4 1 14 4.4K Lightberry @lightberry Aug 26 Lumi was designed to be around…
1:24 PM ET
Apptronik
1:24 PM ETApptronik
Humanoids are for marketing, robots are the real business
READ00% The Apollo that Apptronik showed the world at the end of June has two legs, a torso, a head and the general proportions of a five-foot-eight adult. The Apollo its paying customers keep asking for has a wheeled base instead. Apptronik, an Austin robotics company that has raised nearly a billion dollars to build a humanoid, now ships its flagship in two configurations, and the one destined for warehouses rolls. Logistics buyers, it turns out, want stability, battery life and predictability more than they want a machine that walks. The case for legs is a good one, and the company has…
1:23 PM ET
VAVeeda AI
1:23 PM ETVAVeeda AI
Open roles with founders hailing from NVIDIA, Citadel, Palantir, and MIT
SubscribeSign in Discover more from a16z Jobs New jobs every day. Subscribe By subscribing, you agree Substack's Terms of Use, and acknowledge its Information Collection Notice and Privacy Policy. Already have an account? Sign in Open roles with founders hailing from NVIDIA, Citadel, Palantir, and MIT Plus, a list of open roles at early-stage startups building their founding teams Katie Kirsch and Lauren Nguyen Aug 26, 2026 8 2 1 Share Build -1 → 0 Get on the ground floor with the founding team of a pre-seed or seed-stage startup. - After 8 years running AI research at NVIDIA, Sanja Fidler…
12:08 PM ET
DVDynamo Ventures
12:08 PM ETDVDynamo Ventures
Dynamo Dispatch (2026/08/24) - by Santosh Sankar
Dispatch by Dynamo Ventures SubscribeSign in Discover more from Dispatch by Dynamo Ventures The signal in the noise of the industrial renaissance. Each week, we distill the headlines that matter across the physical economy along with our unique perspective and opinion. Join the thousands of founders, executives, and investors who read it. Over 4,000 subscribers Subscribe By subscribing, you agree Substack's Terms of Use, and acknowledge its Information Collection Notice and Privacy Policy. Already have an account? Sign in Dynamo Dispatch (2026/08/24) Issue 384 \| The grid, the canal, and the…
10:59 AM ET
Figure
10:59 AM ETFigure
Brett Adcock on X: "We're now over 43,000 weekly active users collecting data to train Helix, our AI model for F.03 robots
This data collection project, Index, is our answer to the data problem: the largest useful robot training dataset in the world
Extrapolate out, and this is the pretraining ne… / X
Post Log in Sign up Post Brett Adcock on X: "We're now over 43,000 weekly active users collecting data to train Helix, our AI model for F.03 robots This data collection project, Index, is our answer to the data problem: the largest useful robot training dataset in the world Extrapolate out, and this is the pretraining needed for large scale robot generalization The effort started by purchasing data from vendors but this data was scarce and really poor quality - there was simply no way to make this work correctly at scale. So we did it ourselves. It was quite a massive effort that has now…
10:13 AM ET
COCosmicbrainai
10:13 AM ETCOCosmicbrainai
@antopatrex1 on X
scaling laws do not apply to physical AI yet. i'll say it again. scaling laws do not apply to physical AI. chelsea finn from physical intelligence showed this during her YC talk. they trained pi0.7 to make coffee. the robot couldn't learn from video alone. failed over and over. an engineer had to physically grab the robot and correct it multiple times just to get it to catch the coffee grouper with one hand and balance with the other. peter florence at generalist, same story. VLA models, the robot figured out hand usage from video datasets but still needed a human to step in and fix the…
9:30 AM ET
Unitree
9:30 AM ETUnitree
Robot brain builders are pushing out of their GPT-2 era | TechCrunch
Checking your Browser… Verifying... Stuck? Troubleshoot Success! Verification failed Troubleshoot Verification expired Refresh Verification expired Refresh Troubleshoot Cloudflare, opens in a new tab Privacy • Help Skip to content Image Credits: Kiyoshi Ota/Bloomberg / Getty Images Robotics Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link Robot brain builders are pushing out of their GPT-2 era Tim Fernholz 6:30 AM PDT · August 26, 2026 Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link Physical AI is one of the…
6:10 AM ET
UNUnitreeRobotics
6:10 AM ETUNUnitreeRobotics
@UnitreeStore_SH on X
Unlock unlimited sports potential (Extra large joint movement space angle, 23~43 joints) Force control of dexterous hands, manipulation of all thingsImitation & reinforcement learning driven Robot world model, let’s create it together Unitree G1 Price from $13.5K. Experience G1 at the Unitree Store in Shanghai. Follow us for more robots, technology, and store experiences. 📍 2nd Floor, Jiuguang Department Store, West Nanjing Road, Shanghai 🕙 Open daily, 10:00–22:00 🚇 Metro Lines 2, 7 & 14(Jing'an Temple Station，静安寺站) #Unitree #UnitreeRobotics #UnitreeG1 #G1 #HumanoidRobot #Robotics…
6:10 AM ET
Google
$GOOGL
6:10 AM ETGoogle
@zhodonx on X
I’ve said before that I think Google & DeepMind are playing a longer game with models. This is still a firm stance. Because a lot of the time, i think people look at Google’s model strategy too narrowly; Every Gemini release immediately gets reduced to how it compares with other labs or whatever benchmark is trending that week. Meanwhile the it’s more about where all of that intelligence might show up next. Like in Reasoning, Vision, Video, Agents. And particularly robotics. I believe Gemini Robotics ER 2 is a clear example here. It was built on Gemini 3.5 Flash. Except, now its intelligence…
6:09 AM ET
Skild
6:09 AM ETSkild
@0xconglomerate on X
Is it really possible for a robot to learn a new task from one human video, with zero fine-tuning? I’ve read a lot of hype around Skild’s S1, with some already calling it robotics’ “ChatGPT moment.” That sounded a bit absurd to me, so I looked into what’s actually going on 👇 ➦ What is @SkildAI actually claiming? I’ve written enough marketing material for AI, robotics, and tech companies that I’m usually skeptical when something sounds too good to be true. If you only saw the announcement post, you could easily think the robot just watches one human video and somehow learns the task from that…
Back Axis Robotics launches an exclusive robot-data campaign on Binance Wallet. Binance Keyless Wallet users get their own task set on Axis Hub and their own reward pool of 1,500,000 Axis Points, separate from the regular product points pool. Campaign Timeline All times are SGT (UTC+8). Campaign period & reward cycles - Campaign period: 26 Aug 2026, 2:00 PM → 25 Sep 2026, 2:00 PM - Cycle 1 points calculation: 26 Aug, 2:00 PM → 9 Sep, 2:00 PM - Cycle 2 points calculation: 9 Sep, 2:00 PM → 25 Sep, 2:00 PM (includes a 2-day buffer to finish signing) - Reward settlement: twice, once after each…
12:24 AM ET
AGAgibot
12:24 AM ETAGAgibot
@techniahqrobot on X
AgiBot is leading the humanoid robot shipment race. According to this H1 2026 market share graphic: • AgiBot: 43.1% • Unitree: 31.1% • Galbot: 5.0% • UBTECH: 4.4% • Leju Robotics: 2.9% • Others: 13.4% AgiBot and Unitree alone represent 74.2% of the humanoid robot shipments shown in this dataset. That is a huge concentration around just two companies. One important detail: these numbers refer to shipments, not necessarily deployed robots, revenue, or active commercial installations. Chinese humanoid robotics companies are moving fast, and AgiBot currently sits at the top of this chart. Source:…
7:06 PM ET
Figure
7:06 PM ETFigure
@TheHumanoidHub on X
Figure takes vertical integration to another level. Figure built its own egocentric data collection pipeline. Index is a crowdsourcing platform where anyone can collect data. - 264K app downloads across 108 countries - 44K weekly active contributors - 16M videos uploaded, 30 minutes of video ingested every second - $15M already paid out to contributors Figure says data vendors couldn't hit the throughput, diversity, or quality bar, so they built the pipeline themselves. Next 12 months: $1B committed to data and compute.
6:07 PM ET
NVIDIA
$NVDA
6:07 PM ETNVIDIA
From Robot Development to Deployment with Isaac GR00T & Jetson Thor | AddEvent
From Robot Development to Deployment with Isaac GR00T & Jetson Thor schedule Wednesday, August 26, 11:00am - 12:00pm (CDT) print Share - Facebook - Twitter - LinkedIn - Google Plus - Whatsapp - VK - StumbleUpon - Reddit - Email Link: south\americaexpand\moreTime shown inCDT -05:00America, Chicago search close Time zone am/pm 24h - (GMT-11:00)Pacific, Midway - (GMT-11:00)Pacific, Niue - (GMT-11:00)Pacific, Pago Pago - (GMT-10:00)Pacific, Honolulu - (GMT-10:00)Pacific, Rarotonga - (GMT-10:00)Pacific, Tahiti - (GMT-09:30)Pacific, Marquesas - (GMT-09:00)America, Adak - (GMT-09:00)Pacific, Gambier…
5:27 PM ET
https://x.com/huaijiangzhu
5:27 PM EThttps://x.com/huaijiangzhu
huaijiang on X: "ok, so if i understood this correctly, the “in-context learning” ability was essentially baked into the model at training time. roughly speaking, the policy is trained to do something like:
(demo video, current obs) → action
this is quite different from in-context learning in llm… / X
Post Log in Sign up Post huaijiang on X: "ok, so if i understood this correctly, the “in-context learning” ability was essentially baked into the model at training time. roughly speaking, the policy is trained to do something like: (demo video, current obs) → action this is quite different from in-context learning in llms, where the model is simply trained on next-token prediction over arbitrary context. fwiw, this is pretty clever because it could also solve another problem: they could pair an egocentric video-only demonstration with a UMI/teleop trajectory for the same task. the target…
3:59 PM ET
https://x.com/BradPorter_
3:59 PM EThttps://x.com/BradPorter_
Brad Porter on X: "The best case for wheels I've heard came from the guy who has taught legged locomotion at MIT for 20 years.
AMR safety cases assume you slow proportional to distance and come to rest. A balancing biped may need to take steps to stop. The safety zone explodes and the robot ends u… / X
Post Log in Sign up Post Brad Porter on X: "The best case for wheels I've heard came from the guy who has taught legged locomotion at MIT for 20 years. AMR safety cases assume you slow proportional to distance and come to rest. A balancing biped may need to take steps to stop. The safety zone explodes and the robot ends up behind a fence. A robot behind a fence isn't deployed. Deployed EP12 is live: https://t.co/rqSAc8c9ai" - Brad Porter @BradPorter\ The best case for wheels I've heard came from the guy who has taught legged locomotion at MIT for 20 years. AMR safety cases assume you slow…
2:14 PM ET
@ParadisLabs
2:14 PM ET@ParadisLabs
@ParadisLabs on X
Humanoid BOM model: Current humanoid BOM = ~$68k based on channel checks across 3 humanoid OEMs (UK and US). - Actuation = 33.8% of current BOM - Dextrous hands = 30.3% - Structure = 7.6% - Sensing = 7.5% - Electrical = 6.0% - Vision = 4.7% - Compute = 4.6% - Power = 4.6% - Other = 0.9% * Piecing together various component costs across different Western OEMs. Numbers may be over/understated for this reason.
2:05 PM ET
Skild
2:05 PM ETSkild
@rohanpaul_ai on X
Robotics is more and more getting close to get its version of in-context learning. Skild just released S1, a robot foundation model that uses video demonstrations to define tasks instead of language instructions. Give S1 1 human video showing a long, multi-step task, and the robot executes it straight away. No retraining. No fine-tuning. If this scales, you pay the enormous data bill once during foundation-model training, then amortize it across thousands of new tasks through prompting. That could change the economics of robot learning completely.
2:04 PM ET
Skild
2:04 PM ETSkild
@DeryaTR_ on X
This is super exciting advance in robotics AI! I believe S1 is the most impressive robot foundation model I had seen! S1, is a robot foundation model built to learn new manipulation tasks through in-context prompting In Skild’s internal benchmarks, S1 achieved a 66% step-success rate on unseen tasks versus 9% for a language-prompted model, while one video demonstration provided roughly the benefit of 380 post-training examples!
1:55 PM ET
Agility Robotics
1:55 PM ETAgility Robotics
Agility on X: "We're hiring a Senior AI Software Engineer, Reinforcement Learning. Develop and deploy RL policies for locomotion, whole-body control, and manipulation — on a humanoid robot already working in production facilities.
Build with us: https://t.co/b2Gs1xW7st
#Agility" / X
Post Log in Sign up Post Agility on X: "We're hiring a Senior AI Software Engineer, Reinforcement Learning. Develop and deploy RL policies for locomotion, whole-body control, and manipulation — on a humanoid robot already working in production facilities. Build with us: https://t.co/b2Gs1xW7st \#Agility" - Agility @agilityrobotics We're hiring a Senior AI Software Engineer, Reinforcement Learning. Develop and deploy RL policies for locomotion, whole-body control, and manipulation — on a humanoid robot already working in production facilities. Build with us: agilityrobotics.com/about/job-post……
1:54 PM ET
@gupta_abhinav_
1:54 PM ET@gupta_abhinav_
@gupta_abhinav_ on X
@0fir0z @deepakpathak In the silicon valley world the race for robotics companies is to be similar to LLMs. But actually robotics needs many more concepts from computer vision. We are proud to say S1 is using so many of our past efforts in computer vision CC: @JitendraMalikCV
1:41 PM ET
Unitree Robotics
1:41 PM ETUnitree Robotics
Markets surge, track records fall, and in-context learning hits physical AI
- Home - Posts - Markets surge, track records fall, and in-context learning hits physical AI Markets surge, track records fall, and in-context learning hits physical AI Unitree’s market whiplash, an 8.86s 100m sprint, and how in-context learning is ending heavy fine-tuning. Humanoids Daily Aug 25, 2026 This week brought a stark look at the tension defining modern humanoid robotics: the gap between capital market euphoria, athletic spectacle, and the unglamorous realities of industrial utility. Unitree's blockbuster Shanghai STAR Market listing initially saw shares rocket over 600% to an…
1:38 PM ET
Figure
1:38 PM ETFigure
Figure on X: "We are now on a path to 100x, and are committed to spend over $1B the next 12 months on data and compute
Index is laying the groundwork for ordering robots as a service. Today, you have people coming to help clean your house; eventually, a robot will do everything for you" / X
Post Log in Sign up Post Figure 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" - Figure @Figure\robot Aug 25 Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos 00:00 View media 181 345 3.6K 525K - Figure…
1:36 PM ET
Figure
1:36 PM ETFigure
Figure on X: "By the numbers:
→ While in stealth, we crossed 264,000 app downloads
→ Uploading over 30 min of video very second
→ Over 16M video uploads
→ Paid out $15M to date
Weekly active users is now over 43,000" / X
Post Log in Sign up Post Figure on X: "By the numbers: → While in stealth, we crossed 264,000 app downloads → Uploading over 30 min of video very second → Over 16M video uploads → Paid out $15M to date Weekly active users is now over 43,000" - Figure @Figure\robot Aug 25 Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos 00:00 View media 181 345 3.6K 525K - Figure @Figure\robot Aug 25 The data needed to scale a truly general purpose robots…
1:35 PM ET
Figure
1:35 PM ETFigure
Figure on X: "We've now collected data in 108 countries to date
Here's a global map of our collection, now updating live on our website, each point of light represents a real world contributions to our dataset" / X
Post Log in Sign up Post Figure on X: "We've now collected data in 108 countries to date Here's a global map of our collection, now updating live on our website, each point of light represents a real world contributions to our dataset" - Figure @Figure\robot Aug 25 Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos 00:00 View media 181 345 3.6K 525K - Figure @Figure\robot Aug 25 The data needed to scale a truly general purpose robots…
1:35 PM ET
https://x.com/adcock_brett
1:35 PM EThttps://x.com/adcock_brett
Brett Adcock on X: "We are now on a path to 100x, and are committed to spend over $1B the next 12 months on data and compute
Index is laying the groundwork for ordering robots as a service. Today, you have people coming to help clean your house; eventually, a robot will do everything for you" / X
Post Log in Sign up Post Brett Adcock on X: "We are now on a path to 100x, and are committed to spend over $1B the next 12 months on data and compute Index is laying the groundwork for ordering robots as a service. Today, you have people coming to help clean your house; eventually, a robot will do everything for you" - Brett Adcock @adcock\brett Aug 25 Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the next…
1:34 PM ET
RHrhoda
1:34 PM ETRHrhoda
@chris_j_paxton on X
This is the mark of a general purpose robot foundation model -- that it can be taught tasks from examples without training. We saw an early version of this from rhoda and a solid one last week from generalist, and now a really impressive, ten minute long one from skild. This to me does feel like the true gpt moment for robotics -- because if it truly generalizes, that means that you can really start deploying robots for anything, as developing robot skills becomes like prompting
1:34 PM ET
Figure
1:34 PM ETFigure
Figure on X: "The data needed to scale a truly general purpose robots doesn't exist on the internet - it has to come from the real world
For the last 4 months, we’ve been building a Figure-exclusive pipeline to scale data collection at higher throughputs. Today, we’re coming out of stealth" / X
Post Log in Sign up Post Figure on X: "The data needed to scale a truly general purpose robots doesn't exist on the internet - it has to come from the real world For the last 4 months, we’ve been building a Figure-exclusive pipeline to scale data collection at higher throughputs. Today, we’re coming out of stealth" - Figure @Figure\robot Aug 25 Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos 00:00 View media 181 345 3.6K 525K - Figure…
1:33 PM ET
Figure
1:33 PM ETFigure
Brett Adcock on X: "The data needed to scale a truly general purpose robots doesn't exist on the internet - it has to come from the real world
For the last 4 months, we’ve been building a Figure-exclusive pipeline to scale data collection at higher throughputs. Today, we’re coming out of stealth" / X
Post Log in Sign up Post Brett Adcock on X: "The data needed to scale a truly general purpose robots doesn't exist on the internet - it has to come from the real world For the last 4 months, we’ve been building a Figure-exclusive pipeline to scale data collection at higher throughputs. Today, we’re coming out of stealth" - Brett Adcock @adcock\brett Aug 25 Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the…
1:30 PM ET
Figure
1:30 PM ETFigure
Brett Adcock on X: "Introducing Index
Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world
→ 30min of video uploads/sec
→ 16M video uploads
→ Paid $15M to date
→ 264k downloads
We're committed to spending $1B the next 12 months on data & com… / X
Post Log in Sign up Post Brett Adcock on X: "Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the next 12 months on data & compute" - Brett Adcock @adcock\brett Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the…
1:30 PM ET
Figure
1:30 PM ETFigure
Brett Adcock on X: "Introducing Index
Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world
→ 30min of video uploads/sec
→ 16M video uploads
→ Paid $15M to date
→ 264k downloads
We're committed to spending $1B the next 12 months on data & com… / X
Post Log in Sign up Post Brett Adcock on X: "Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the next 12 months on data & compute" - Brett Adcock @adcock\brett Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the…
1:30 PM ET
Figure
1:30 PM ETFigure
Brett Adcock on X: "Introducing Index
Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world
→ 30min of video uploads/sec
→ 16M video uploads
→ Paid $15M to date
→ 264k downloads
We're committed to spending $1B the next 12 months on data & com… / X
Post Log in Sign up Post Brett Adcock on X: "Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the next 12 months on data & compute" - Brett Adcock @adcock\brett Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the…
1:30 PM ET
Figure
1:30 PM ETFigure
Figure on X: "Introducing Index
Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots
To date we've crossed 264,000 app downloads and uploaded 16 million videos" / X
Post Log in Sign up Post Figure on X: "Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos" - Figure @Figure\robot Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos 00:00 View media 1:30 PM · Aug 25, 2026525.5KViews 181 345 3.6K 872 - Figure @Figure\robot Aug 25 The data needed to scale…
1:30 PM ET
Figure
1:30 PM ETFigure
Figure on X: "Introducing Index
Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots
To date we've crossed 264,000 app downloads and uploaded 16 million videos" / X
Post Log in Sign up Post Figure on X: "Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos" - Figure @Figure\robot Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos 00:00 View media 1:30 PM · Aug 25, 2026525.5KViews 181 345 3.6K 872 - Figure @Figure\robot Aug 25 The data needed to scale…
1:21 PM ET
Skild
1:21 PM ETSkild
@TheHumanoidHub on X
Show it a single human demonstration of a long-horizon task and the robot performs it right away. No fine-tuning, no retraining. Skild has released S1, a robot foundation model where you specify the task with a video demonstration instead of a language instruction. Why video, not language Language works for "hand me the mug." It falls apart for anything delicate or long-horizon. You don't learn to fold a fitted sheet from a sentence. So S1 takes a video demo into its context window and translates it to its own body and scene. What it does - Tasks up to 10 minutes, dozens of sequential steps -…
1:19 PM ET
Skild AI
1:19 PM ETSkild AI
Skild AI on X: "We found that to match the accuracy that S1 can achieve with just one example of prompting, current VLA models would need to be post-trained with 50-100 hours of data collection followed by fine-tuning!" / X
Post Log in Sign up Post Skild AI on X: "We found that to match the accuracy that S1 can achieve with just one example of prompting, current VLA models would need to be post-trained with 50-100 hours of data collection followed by fine-tuning!" - Skild AI @SkildAI Aug 25 Introducing S1, our new foundation model that learns from one example. It can be taught 10-minute long tasks that it has never seen before, from one video prompt without any fine-tuning. Watch S1 operate in real-time via in-context learning: 00:00 View media 427 1K 7.1K 3.4M - Skild AI @SkildAI Aug 25 It can be taught…
1:19 PM ET
@SkildAI
1:19 PM ET@SkildAI
@SkildAI on X
Compared to conventional VLAs, S1 is a step-change improvement. For known tasks, S1 can match the performance of language-prompted VLAs. For novel tasks, S1 exponentially outperforms any existing language-prompted VLAs as we scale the pre-training. We believe this is a promising direction towards establishing scaling laws for robotics.
1:19 PM ET
Skild AI
1:19 PM ETSkild AI
Skild AI on X: "S1 learns new tasks like a language model.
You prompt it with a video demonstration, and it outputs robot actions to complete the task in any environment and in any embodiment." / X
Post Log in Sign up Post Skild AI on X: "S1 learns new tasks like a language model. You prompt it with a video demonstration, and it outputs robot actions to complete the task in any environment and in any embodiment." - Skild AI @SkildAI Aug 25 Introducing S1, our new foundation model that learns from one example. It can be taught 10-minute long tasks that it has never seen before, from one video prompt without any fine-tuning. Watch S1 operate in real-time via in-context learning: 00:00 View media 427 1K 7.1K 3.4M - Skild AI @SkildAI Aug 25 It can be taught extremely long-horizon tasks,…
1:19 PM ET
Skild AI
1:19 PM ETSkild AI
Skild AI on X: "The first time S1 flipped a pancake, we assumed pancake flipping must have been in its pre-training data.
We searched our whole pre-training data and found no examples of flipping.
S1 inferred the out-of-distribution task from one video prompt." / X
Post Log in Sign up Post Skild AI on X: "The first time S1 flipped a pancake, we assumed pancake flipping must have been in its pre-training data. We searched our whole pre-training data and found no examples of flipping. S1 inferred the out-of-distribution task from one video prompt." - Skild AI @SkildAI Aug 25 Introducing S1, our new foundation model that learns from one example. It can be taught 10-minute long tasks that it has never seen before, from one video prompt without any fine-tuning. Watch S1 operate in real-time via in-context learning: 00:00 View media 427 1K 7.1K 3.4M - Skild…
1:19 PM ET
Skild AI
1:19 PM ETSkild AI
Skild AI on X: "Introducing S1, our new foundation model that learns from one example.
It can be taught 10-minute long tasks that it has never seen before, from one video prompt without any fine-tuning.
Watch S1 operate in real-time via in-context learning:" / X
Post Log in Sign up Post Skild AI on X: "Introducing S1, our new foundation model that learns from one example. It can be taught 10-minute long tasks that it has never seen before, from one video prompt without any fine-tuning. Watch S1 operate in real-time via in-context learning:" - Skild AI @SkildAI Introducing S1, our new foundation model that learns from one example. It can be taught 10-minute long tasks that it has never seen before, from one video prompt without any fine-tuning. Watch S1 operate in real-time via in-context learning: 00:00 View media 1:19 PM · Aug 25, 20263.4MViews 427…
1:19 PM ET
Skild AI
1:19 PM ETSkild AI
Skild AI on X: "Introducing S1, our new foundation model that learns from one example.
It can be taught 10-minute long tasks that it has never seen before, from one video prompt without any fine-tuning.
Watch S1 operate in real-time via in-context learning:" / X
Post Log in Sign up Post Skild AI on X: "Introducing S1, our new foundation model that learns from one example. It can be taught 10-minute long tasks that it has never seen before, from one video prompt without any fine-tuning. Watch S1 operate in real-time via in-context learning:" - Skild AI @SkildAI Introducing S1, our new foundation model that learns from one example. It can be taught 10-minute long tasks that it has never seen before, from one video prompt without any fine-tuning. Watch S1 operate in real-time via in-context learning: 00:00 View media 1:19 PM · Aug 25, 20263.4MViews 427…
1:18 PM ET
Skild AI
1:18 PM ETSkild AI
@humanoidsdaily on X
Skild AI's S1 takes a video demonstration as its prompt. No language instruction, no fine-tuning. Show it a task it has never seen, and it gets 66% of the steps right. Describe that same task in words instead, and you get 9%. Prompting a robot with video isn't new. Generalist AI showed it earlier this month, but those runs last seconds. Skild claims S1 is the first to work on 10-minute tasks outside the training distribution. A new task used to mean a hundred hours of teleoperation and a training run. Skild set up a plant potting task at 8:54pm and had the robot running it autonomously 11…
1:16 PM ET
OPOptimi
1:16 PM ETOPOptimi
@elonmusk on X
Megatons to orbit & beyond is a critical piece of the K2 puzzle. The other parts are: massive amounts of solar cell production, AI chip production, millions of humanoid (general purpose) robots and a mass driver on the Moon. My guess is that ~1M Optimi plus ~1GW of solar will constitute the first Von Neumann Probe, a system capable of replicating itself entirely from local materials on any sufficiently large planet or moon. This would enable expansion of civilization throughout the galaxy and reaching K3.
12:01 PM ET
Figure
12:01 PM ETFigure
@fuzzyxbt on X
Figure 03 can now climb a ladder fully autonomously. No remote operator. No scripted sequence. The robot has to see the ladder, coordinate its hands and feet, continuously shift its weight, and maintain balance as it moves upward. That makes this much harder than simply walking or climbing stairs: every rung becomes a separate contact point the robot has to perceive and reach correctly. Figure is building humanoids around a simple idea: Instead of redesigning the world for robots, teach robots to navigate a world already designed for humans.
11:07 AM ET
NVIDIA
$NVDA
11:07 AM ETNVIDIA
NVIDIA Announces Jetson Orin Nano 2 Robotics Computer to Redefine Entry-Level Edge AI | NVIDIA Newsroom
NVIDIA Announces Jetson Orin Nano 2 Robotics Computer to Redefine Entry-Level Edge AI August 25, 2026 News Summary: - NVIDIA Jetson Orin Nano 2, a new robotics computer for entry-level edge AI, enables millions of developers worldwide to build robots, delivery and inspection drones, and vision AI systems for frontier physical AI applications. - Jetson Orin Nano 2 delivers 2x the inference performance of its predecessor in the same form factor and consumes 40% less power at the same performance. - More than 3 million developers have built on the NVIDIA robotics stack, with Cognex, Doosan…
10:39 AM ET
@continuumlabs_
10:39 AM ET@continuumlabs_
@continuumlabs_ on X
A robot can learn to perform a task almost perfectly in simulation, then fail when it encounters the real world. That’s the sim-to-real gap. In simulation, everything is controlled: lighting is predictable, surfaces behave consistently, objects have known shapes, and sensors produce clean data. But reality is much messier, a policy that works in a perfectly modeled environment may not generalize when those assumptions break. So how do researchers close the gap? 1️⃣ More realistic simulations Build environments that better capture real-world physics, objects, sensors, and interactions. 2️⃣…
8:55 AM ET
@spaceandtech_
8:55 AM ET@spaceandtech_
@spaceandtech_ on X
The Unitree G1 humanoid robot can drive a go-kart, controlling the steering wheel and pedals around an indoor track. It can handle tight corners and even perform controlled drifts. Developed with Symbiosis Robotics Direct Perception Control system, the G1 uses vision, body state, and action history to coordinate its movements in real time.
8:12 AM ET
Boston Dynamics
8:12 AM ETBoston Dynamics
Why Boston Dynamics Gave Their Atlas Robot a Head
Skip to content No results embeds.beehiiv.com embeds.beehiiv.com is blocked This page has been blocked by an extension - Try disabling your extensions. ERR\BLOCKED\BY\CLIENT Reload This page has been blocked by an extension FacebookBlueskyThreadsEmail Why Does Atlas Have A Head? #askaroboticist #bostondynamics - YouTube Tap to unmute Why Does Atlas Have A Head? #askaroboticist #bostondynamics Boston Dynamics Boston Dynamics3.43M subscribers Watch on Taylor Frey-Baker, a mechanical engineer at Boston Dynamics, shared why their all-electric Atlas robot, unveiled in 2024, has a head, contrasting…
8:12 AM ET
Unitree Robotics
8:12 AM ETUnitree Robotics
China’s Robot Boom Tests Investor Discipline
Today’s Stocks Berkshire HathawayBRK.B $502.87-2.13(-0.42%) JPMorgan ChaseJPM $355.95-1.68(-0.47%) VisaV $380.67-0.94(-0.24%) Eli Lilly & CoLLY $1,155.73-18.88(-1.61%) MastercardMA $592.53-2.77(-0.47%) Exxon MobilXOM $159.68+2.97(1.90%) Costco Wholesale CorpCOST $943.65-1.82(-0.19%) Johnson & JohnsonJNJ $266.68-1.36(-0.51%) Procter & GamblePG $144.94+1.16(0.81%) Home DepotHD $327.13-3.06(-0.93%) Bank of AmericaBAC $62.06-0.26(-0.42%) AbbVie Inc.ABBV $255.59+0.11(0.04%) Palantir Technologies Inc.PLTR $185.84-0.46(-0.24%) Coca-ColaKO $89.07-0.59(-0.66%) Philip Morris InternationalPM…
5:31 AM ET
NENEURA
5:31 AM ETNENEURA
NEURA Gym: Physical AI Training and Infrastructure | NEURA
Skip to content The Fastest Path from Human Expertise to Deployable Robot Skills Get in contact \\ \\ The Challenges Facing Industrial Leaders Today Physical AI needs real-world training data: vision, sound, touch, force, spatial awareness. None of it can be sourced online or generated synthetically. With 120,000× less training data than large language models and skilled labor declining, every month without action carries a cost. Download Brochure\\ \\ Lack of Skilled Workforce Experienced operators retire. Their knowledge leaves with them. Deployment Risk on the Floor Untested robots on a…
the most interesting hardware in robotics isn't robots. @sundayrobotics built a skill capture glove so regular people can record chores. proception built a glove for dexterous hand data. UMI turned gripper data collection into a $300 tool. capture devices are the moat.
2:41 AM ET
XPXPeng
2:41 AM ETXPXPeng
@RobotFightMMA on X
🤖 Major robotics funding news! XPeng's humanoid robot unit Dogotix raises $900M at $6.3B valuation - setting record for China's embodied AI sector. Meanwhile Skild AI hits $14B valuation with $1.4B Series C for "universal brain" for robots.
8:00 PM ET
Figure
8:00 PM ETFigure
Introducing Index: Building The World’s Largest and Most Diverse Physical Dataset
Introducing Index: Building The World’s Largest and Most Diverse Physical Dataset August 25, 2026 Today we're coming out of stealth with the most diverse robot training dataset ever built. The data needed to scale a truly general purpose robot doesn't exist on the internet - it has to come from the real world: a global sampling of physics captured across every environment on earth. For the last 4 months, we’ve been building a Figure-exclusive pipeline to scale data collection at higher throughputs, with broad diversity and strict quality standards. - While in stealth, we've crossed 264,000…
Hosted By Edmond Jono Hart James (Jingxi) Xu Mene Mazarakis Angela Zhang Manfredi Bernardi Adam 134 Went Akshobhya Gupta, Hannah Tsui and 132 others Contact the Host Report Event AI 🤖🍨 Sundae Robotics 06: V-JEPA 2 & Predicting Physical Intelligence Hosted by Edmond & 6 others Aug 30 Sunday, August 30 2:00 PM - 5:00 PM PDT Register to See Address Atherton, CA Past Event This event ended 2 days ago. Welcome! To join the event, please register below. Request to Join About Event 🤖🍨 Grab a sundae and join Sundae Robotics, a private, invite-only Sunday series bringing together robotics…
6:52 PM ET
Unitree
6:52 PM ETUnitree
Unitree Claims New Humanoid Robot Outruns Usain Bolt
Robotics Unitree Claims New Humanoid Robot Outruns Usain Bolt The flashy company, which recently completed a blockbuster IPO, appears to be leading the pack of humanoid robot makers. Edd Gent Aug 24, 2026 Image Credit Unitree via X Share Share on xShare on facebookShare on linkedinShare on redditShare via email Increasingly, companies are building humanoid robots that perform impressive athletic feats to mark the field’s progress. Now, Chinese robotics company Unitree says its new "Superman" robot can run 12.66 meters per second, faster than Usain Bolt's top recorded speed. Getting a humanoid…
4:07 PM ET
XMXPeng Motors
4:07 PM ETXMXPeng Motors
XPeng Motors humanoid robot unit Dogotix raises $900M - The Robot Report
The Robot Report Continue to Site Facebook X LinkedIn Reddit Pinterest Share XPeng’s Dogotix unit is developing the IRON humanoid robot. Source: XPeng Like other global automakers, XPeng Motors is branching into humanoid robots. The electric vehicle manufacturer today said that its Dogotix robotics unit has raised more than $900 million in its initial funding round, bringing its pre-money valuation to $5 billion and post-transaction valuation to more than $6.3 billion. XPeng said it plans to use the investment to further develop hardware and software, collect data, train physical AI models,…
1:32 PM ET
https://x.com/seohong_park
1:32 PM EThttps://x.com/seohong_park
Seohong Park on X: "Behavioral cloning mystery
https://t.co/VqxzvcfGSx
I wrote a new blog post about "mysteries" in behavioral cloning that appear with real-world robot data (e.g., overfitting is "good"). I also tried to demystify them and shared my thoughts!" / X
Post Log in Sign up Post Seohong Park on X: "Behavioral cloning mystery https://t.co/VqxzvcfGSx I wrote a new blog post about "mysteries" in behavioral cloning that appear with real-world robot data (e.g., overfitting is "good"). I also tried to demystify them and shared my thoughts!" - Seohong Park @seohong\park Behavioral cloning mystery seohong.me/blog/behaviora… I wrote a new blog post about "mysteries" in behavioral cloning that appear with real-world robot data (e.g., overfitting is "good"). I also tried to demystify them and shared my thoughts! View media 1:32 PM · Aug 24,…
9:15 AM ET
https://x.com/RoboPapers
9:15 AM EThttps://x.com/RoboPapers
RoboPapers on X: "Instead of choosing between training a world model and training a language conditioned robot policy, why not do both? LDA-1B s a new foundation model that is trained on 30,000 hours of human and robot interaction data.
Part of the secret is that LDA-1B jointly learns forward … / X
Post Log in Sign up Post RoboPapers on X: "Instead of choosing between training a world model and training a language conditioned robot policy, why not do both? LDA-1B s a new foundation model that is trained on 30,000 hours of human and robot interaction data. Part of the secret is that LDA-1B jointly learns forward dynamics, action prediction, and visual forecasting, all in a structured DINO latent space which avoids the pitfalls of redundant pixel-level prediction which isn’t necessarily aligned robot action. This approach works on both dexterous hands and simple robot grippers; it also…
9:15 AM ET
@RoboPapers
9:15 AM ET@RoboPapers
@RoboPapers on X
Instead of choosing between training a world model and training a language conditioned robot policy, why not do both? LDA-1B s a new foundation model that is trained on 30,000 hours of human and robot interaction data. Part of the secret is that LDA-1B jointly learns forward dynamics, action prediction, and visual forecasting, all in a structured DINO latent space which avoids the pitfalls of redundant pixel-level prediction which isn’t necessarily aligned robot action. This approach works on both dexterous hands and simple robot grippers; it also generalizes across objects, tasks, and…
4:00 AM ET
ARAxis Robotics
4:00 AM ETARAxis Robotics
@axisrobotics on X
Axis Weekly Last week, we closed the remaining replay and runtime gaps between the browser, policy server, and physics stack — then scaled the coverage of our task generation engine (TaskGen). An articulated asset library is now in the generation path, the full RoboCasa scene grid is online, and a cleaner long- versus short-horizon task split is ready for training and distillation. Key updates: • Replay & runtime: Policy and human-trajectory replay now match the frontend path, with web runtime reaching full replay fidelity. Scene loads faster, and simulation pauses automatically when idle. •…
3:45 AM ET
@macklorden
3:45 AM ET@macklorden
@macklorden on X
Most of these VCs dumping millions into humanoid robot startups are just idiots with FOMO. They're all betting that everyone and their mothers will be buying humanoid robots to do multiple types of work, but there is NO DATA to support this. Modern consumers are not buying humanoids for actual work, and business use cases are extremely limited. While I do think at-home helper humanoids will be a huge market eventually, we're a LONG way off from them reliably outperforming humans at diverse tasks (like washing dishes, doing laundry, and being safe around kids - there is a very small margin for…
4:06 AM ET
ARAxis Robotics
4:06 AM ETARAxis Robotics
Improving Robot Manipulation Policies with Verifiable Short Correction Snippets
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 into training. Since launching Axis V2, we have collected over 500 hours of human-gated correction data this way. But collecting corrections is not the same as using them well. This report summarizes a round of browser-based community correction experiments built around a simple task: the robot needs to place a block of tofu onto a plate. The existing policy already completes a portion of attempts…
12:50 AM ET
@TheHumanoidHub
12:50 AM ET@TheHumanoidHub
@TheHumanoidHub on X
Generalist AI just released GEN-1.5. It might be robotics' GPT-3 moment. What is one-shot learning via in-context prompting? In the case of language models like GPT-3, including a Q&A example in the prompt before the actual question improved performance across a broad suite of language tasks. For example: Prompt: "Q: Who wrote Romeo and Juliet? A: William Shakespeare Q: Who wrote War and Peace?" [model outputs "Leo Tolstoy"] Similar capabilities are now emerging in GEN-1.5, where a short example (a few seconds of demonstration ) alongside language and sensory inputs can solve tasks the model…
From Archive to Production: A Hybrid Workflow with Marble | World Labs
Aug 12, 2026How Promise used Marble to transform archival imagery into immersive 3D environments for Harlan Coben’s Final Twist. From Archive to Production: A Hybrid Workflow with Marble Using Hybrid Production to Reconstruct Crime Scenes - YouTube Tap to unmute Using Hybrid Production to Reconstruct Crime Scenes Promise Promise573 subscribers Overview Copy link to this section For Harlan Coben's Final Twist on Paramount+ and CBS, Promise developed a hybrid production workflow that combined World Labs' Marble, AI-assisted image restoration, artist-led environment creation, and virtual…
12:17 PM ET
GEGeneralistAI
12:17 PM ETGEGeneralistAI
Will Knight on X: "I'm usually wary about talk of "the ChatGPT moment for robots" because language is less complex than the physical world. After visiting @GeneralistAI, though, where I saw their robots perform impressive manipulation with just a prompt, I think you can see it happening in a limite… / X
Post Log in Sign up Post Will Knight on X: "I'm usually wary about talk of "the ChatGPT moment for robots" because language is less complex than the physical world. After visiting @GeneralistAI, though, where I saw their robots perform impressive manipulation with just a prompt, I think you can see it happening in a limited way. (Thanks to @peteflorence and co for having me!) https://t.co/VdsK6jE7rS" - Will Knight @willknight I'm usually wary about talk of "the ChatGPT moment for robots" because language is less complex than the physical world. After visiting @GeneralistAI, though, where I…
12:01 PM ET
NVIDIA
$NVDA
12:01 PM ETNVIDIA
Cosmos 3 Post-Training in Action With Aigen and Linker Vision | Cosmos Labs - Live Broadcast by NVIDIA Robotics / X
\\ \\ REPLAY NVIDIA Robotics @NVIDIARobotics Cosmos 3 Post-Training in Action With Aigen and Linker Vision \| Cosmos Labs Scan to get the app
12:00 PM ET
https://x.com/Majumdar_Ani
12:00 PM EThttps://x.com/Majumdar_Ani
Anirudha Majumdar on X: "Very cool work, Pete! I'm curious if you've tried an extreme version of this: no in-context example at all; just place objects in front of the robot and see if it can infer the task.
I suspect this will have non-trivial success rates, which would also allow you to figure … / X
Post Log in Sign up Post Anirudha Majumdar on X: "Very cool work, Pete! I'm curious if you've tried an extreme version of this: no in-context example at all; just place objects in front of the robot and see if it can infer the task. I suspect this will have non-trivial success rates, which would also allow you to figure out how much of the benefit is actually coming from the prompt (rather than pure zero-shot task inference + capability). I remember Russ showed something like this in his Stanford talk on LBMs last year: https://t.co/0hEBrVlfOQ" - Pete Florence @peteflorence Aug 19 Ever since…
11:48 AM ET
@DrJimFan
11:48 AM ET@DrJimFan
@DrJimFan on X
Seeing a hype wave around GEN-1.5, and rightfully so. Lots of respect to Pete & Andy for executing so well. The secret is in the naturally repetitive motions in human-collected data. There're 2 main sources for such repetitions: (1) Symmetric patterns. Sorting, tidying, and assembling almost never finish in one motion. Open any assembly manual from IKEA, and you find most objects symmetrical. You drive one bolt, then its twin, then the next pair. Every {bolt A, bolt B} pair is a natural continuation in context, and the second instance is a free training signal that imitates the first…
11:13 AM ET
DADandy
11:13 AM ETDADandy
Jason Shuman on X: "Too many Physical AI founders are obsessed with the technology.
The team at Dandy is obsessed with the outcome.
Over the last 18 months, Dandy has become a leading Physical AI business that is delivering the highest quality crowns at industry leading prices.
And under the h… / X
Post Log in Sign up Post Jason Shuman on X: "Too many Physical AI founders are obsessed with the technology. The team at Dandy is obsessed with the outcome. Over the last 18 months, Dandy has become a leading Physical AI business that is delivering the highest quality crowns at industry leading prices. And under the hood the technology breakthroughs are insane 1\. AI Crown Design - the team built their own model from scratch to drive down the cost of design and improve design accuracy that has led to industry leading remake rates 2\. Automated Nesting Technology - Maximizes their yield on CNC…
9:54 AM ET
FRFlexion Robotics
9:54 AM ETFRFlexion Robotics
@spaceandtech_ on X
Humanoid robots often struggle with tasks that involve many steps and require them to recover from mistakes. Flexion Robotics developed Reflect V1.0, a robotics intelligence platform designed to help robots complete complex tasks autonomously without a human operator. It combines AI for perception, planning, motion control, and reinforcement learning to help robots understand situations, take action, recover from errors, and improve over time.
7:00 AM ET
https://www.facebook.com/48576411181
7:00 AM EThttps://www.facebook.com/48576411181
Ability Neurotech Infrared BCI to Begin Human Trials - IEEE Spectrum
IEEE.org IEEE Xplore IEEE Standards IEEE Job Site More Sites Sign In Join IEEE The September issue of IEEE Spectrum is here! Download PDF ↓ Close bar Return to homepage Brain Implant Uses Infrared Light to Send Neural Signals Share FOR THE TECHNOLOGY INSIDER Search: Explore by topic Aerospace AI Biomedical Climate Tech Computing Consumer Electronics Energy History of Technology Robotics Semiconductors Telecommunications Transportation IEEE Spectrum FOR THE TECHNOLOGY INSIDER Topics Aerospace AI Biomedical Climate Tech Computing Consumer Electronics Energy History of Technology Robotics…
4:24 AM ET
BRBooster Robotics
4:24 AM ETBRBooster Robotics
Booster Robotics on X: "Excited to see our work featured in Science Robotics.
This research explores a new vision-driven controller for humanoid soccer, tested on Booster Robotics’ humanoid robots in real-world competitive settings.
From research to the field, we’re pushing humanoid soccer forwa… / X
Post Log in Sign up Post Booster Robotics on X: "Excited to see our work featured in Science Robotics. This research explores a new vision-driven controller for humanoid soccer, tested on Booster Robotics’ humanoid robots in real-world competitive settings. From research to the field, we’re pushing humanoid soccer forward." - Booster Robotics @boosterobotics Excited to see our work featured in Science Robotics. This research explores a new vision-driven controller for humanoid soccer, tested on Booster Robotics’ humanoid robots in real-world competitive settings. From research to the field,…
4:14 AM ET
ARAXIS ROBOTICS
4:14 AM ETARAXIS ROBOTICS
FAQ | AXIS ROBOTICS
01Getting Started16 What do I need to use Axis Hub? A modern browser (Chrome, Firefox, Safari, or Edge) on a desktop or laptop. No GPU, no downloads, no special hardware. The physics engine — MuJoCo, compiled to WebAssembly — runs locally in your browser. How do I create an account? Sign up through Privy — you can use your email, Google account, X (Twitter), or connect an existing wallet. If you don't have a wallet, Privy creates one for you automatically. See Getting Started. What is the Axis Hub wallet? A custodial wallet created for you automatically by Privy when you sign up, so you don't…
3:33 AM ET
MEMecka
3:33 AM ETMEMecka
Mecka — The Data Engine for Physical AI
Document Index✕ - 01 Meet Mecka - 02 The Challenge - 03 The Mecka Loop - 04 Signal & Action Primitives - 05 Platform & Egoverse - 06 Contact - 07 FAQ - → Careers 01 /Telemetryreal-world sensorfusion02 /Locomotionbase rotation · J103 /Kinematicslink pose & trajectory04 /Degrees of Freedom6-axis articulation05 /Motion Capturejoint-angle telemetry06 /Contact Datagrasp · force ·tactile FIG.01 Robotics Operations Unit mecka The data and deployment layer for physical AI. FortuneWe raised $60M to power robot learning data ▶ Launch FilmWatch the Mecka launch film EgoverseAn ecosystem for robot…
8:00 PM ET
RIRoboStrategy, Inc.
8:00 PM ETRIRoboStrategy, Inc.
Shareholder Letter — August 2026 | RoboStrategy
Aug 20, 2026 10 MIN READ Shareholder Letter — August 2026 Andrew Kang To the shareholders of RoboStrategy, Inc. To the shareholders of RoboStrategy, Inc. It’s been a bit over 3 months since RoboStrategy went public on May 11. Between April 30 and July 31, NAV has increased 85% with NAV/Share increasing 54% ¹ The large majority of the growth has come from accretive capital raises placed to institutional investors. I also personally invested an additional $10 million into the fund at a market premium of $36.7/share. While we are seeing significantly increased investor demand and growth in our…
3:40 PM ET
GAGeneralist AI
3:40 PM ETGAGeneralist AI
Generalist on X: "Or when fine-tuned to place a block into a bowl, it can clear obstacles (like a piece of paper covering the bowl) to complete the task, despite that not being in the demonstrations." / X
Post Log in Sign up Post Generalist on X: "Or when fine-tuned to place a block into a bowl, it can clear obstacles (like a piece of paper covering the bowl) to complete the task, despite that not being in the demonstrations." - Generalist @GeneralistAI Aug 19 Introducing GEN-1.5, a one-shot learner. It can learn new tasks in a few seconds. Show it what to do, and it generalizes. This capability emerged from pretraining on physical data at scale, as a step towards our mission of building general intelligence for the physical world. 00:00 View media 313 1.7K 12K 3.4M - Generalist @GeneralistAI…
3:40 PM ET
GAGeneralist AI
3:40 PM ETGAGeneralist AI
Generalist on X: "GEN-1.5, our latest embodied foundation model, can learn new tasks prompted with 3 - 12 seconds of a single demonstration, no gradient updates or fine-tuning. It generalizes prompts to new situations, recovers from mistakes, and improvises new strategies to reach the same goal." / X
Post Log in Sign up Post Generalist on X: "GEN-1.5, our latest embodied foundation model, can learn new tasks prompted with 3 - 12 seconds of a single demonstration, no gradient updates or fine-tuning. It generalizes prompts to new situations, recovers from mistakes, and improvises new strategies to reach the same goal." - Generalist @GeneralistAI Aug 19 Introducing GEN-1.5, a one-shot learner. It can learn new tasks in a few seconds. Show it what to do, and it generalizes. This capability emerged from pretraining on physical data at scale, as a step towards our mission of building general…
12:00 PM ET
NVIDIA
$NVDA
12:00 PM ETNVIDIA
Post-Train NVIDIA Cosmos 3 Edge for On-Device Robot Control | NVIDIA Technical Blog
Technical Blog Subscribe Related Resources Robotics Post-Train NVIDIA Cosmos 3 Edge for On-Device Robot Control Aug 19, 2026 By Saeed Babamohamadi +12 Like Discuss (0) - L - T - F - R - E AI-Generated Summary - NVIDIA Jetson Thor can run the 4B Cosmos 3 Edge omni-model natively for on-device robot manipulation policies. - Post-training Cosmos 3 Edge on the Cosmos3-DROID dataset produces a policy that generates action chunks in about 1.53 seconds on Jetson AGX Thor T5000, enabling continuous real-time control. - In closed-loop RoboLab evaluation, the post-trained Edge policy reaches 22.9%…
9:57 PM ET
Unitree Robotics
9:57 PM ETUnitree Robotics
Unitree Robotics surges 629% to US$66 billion valuation in Shanghai share debut | South China Morning Post
Edition: International SUBSCRIBE Get unlimited access to the SCMP HIGHLIGHTS Donald Trump’s China policy\\ NEW US-China relations Hong Kong economy News Hong Kong China Economy Asia World Sport This Week in Asia US Elections Business & Tech Business Tech Opinion Latest Lifestyle Lifestyle People & Culture Style PostMag K-pop Outdoor Cooking More + Video Talking Post SCMP Films Infographics Pictures Podcasts SCMP Series Explained SCMP Spotlight Newsletters Special Reports Games Topics US-China relations Artificial intelligence (AI) Donald Trump’s China policy SpaceX Fifa World Cup 2026 Nvidia…
8:00 PM ET
Skild AI
8:00 PM ETSkild AI
Introducing S1: In-Context Learning for Robotics | Skild AI
0:00 / 0:00 1× Introducing S1: In-Context Learning for Robotics Unseen tasks10-minute horizonsOne video promptNo post-training 13-minute read Contents Introduction Why In-Context Learning for Robotics? S1: An In-Context Learner What does S1 learn from context? The Data Engine S1 In Action Seen tasks Long-horizon unseen tasks ICL scaling laws Emergent Properties Robustness and common-sense behavior Quantifying ICL robustness to distribution shifts ICL demonstration efficiency Closing Remarks References Citation Introduction The evolution of language modeling provides a blueprint for turning…
8:00 PM ET
Skild AI Team
8:00 PM ETSkild AI Team
Introducing S1: In-Context Learning for Robotics | Skild AI
0:00 / 0:00 1× Introducing S1: In-Context Learning for Robotics Unseen tasks10-minute horizonsOne video promptNo post-training 13-minute read Contents Introduction Why In-Context Learning for Robotics? S1: An In-Context Learner What does S1 learn from context? The Data Engine S1 In Action Seen tasks Long-horizon unseen tasks ICL scaling laws Emergent Properties Robustness and common-sense behavior Quantifying ICL robustness to distribution shifts ICL demonstration efficiency Closing Remarks References Citation Introduction The evolution of language modeling provides a blueprint for turning…
10:00 AM ET
https://www.facebook.com/48576411181
10:00 AM EThttps://www.facebook.com/48576411181
AME Agent Swarms Quietly Rewrite the Workflow - IEEE Spectrum
IEEE.org IEEE Xplore IEEE Standards IEEE Job Site More Sites Sign In Join IEEE Return to homepage From AI Copilots to Agent Swarms Share FOR THE TECHNOLOGY INSIDER Search: Explore by topic Aerospace AI Biomedical Climate Tech Computing Consumer Electronics Energy History of Technology Robotics Semiconductors Telecommunications Transportation IEEE Spectrum FOR THE TECHNOLOGY INSIDER Topics Aerospace AI Biomedical Climate Tech Computing Consumer Electronics Energy History of Technology Robotics Semiconductors Telecommunications Transportation Sections Features News Opinion Careers DIY…
10:36 AM ET
Figure
10:36 AM ETFigure
Theo Gage on X: "https://t.co/cIZx4OHoeU" / X
Post Log in Sign up Post - Theo Gage @realtheogg 3 Billion Humanoid Robots Could Exist. The Question Nobody Is Asking Is Where They’ll Live. Bank of America thinks the world will have 3 billion humanoid robots by 2060 Read that again. Not 3 million. Not 30 million. Three billion — more than the roughly 1.5 billion cars currently on Earth, on a per-capita basis. The obvious reaction: why would humanity ever need that many? Here's why the forecast isn't as crazy as it sounds. BofA's analysts don't frame this as science fiction. They frame it as a demographics problem — aging populations in…
1:23 AM ET
Tesla
$TSLA
1:23 AM ETTesla
Alternate Jones on X: "FWIW, I asked Grok 4.5 and Fable 5 the following: If a company first develops digital ASI and then uses it to engineer general-purpose humanoid robots, which company would be easier to disrupt: Tesla or SpaceX?
Grok 4.5 (Expert): **Tesla is easier to disrupt.**
An ASI-first… / X
Post Log in Sign up Post Alternate Jones on X: "FWIW, I asked Grok 4.5 and Fable 5 the following: If a company first develops digital ASI and then uses it to engineer general-purpose humanoid robots, which company would be easier to disrupt: Tesla or SpaceX? Grok 4.5 (Expert): \\Tesla is easier to disrupt.\\ An ASI-first company that then uses that intelligence to design and produce superior general-purpose humanoid robots has a much more direct, higher-leverage attack surface against Tesla than against SpaceX. The difference comes down to domain physics, regulatory/infrastructure scarcity,…
2:00 AM ET
1X
2:00 AM ET1X
Melvin Schwarz on X: "We deployed humanoid robots into a real factory in under 90 days!
Today, we are coming out of stealth with Nucleus.
Our team previously worked on some of robotics’ toughest challenges at 1X, Foundation,
NEURA, Agile Robots, CERN and ESA.
We have come together because Europ… / X
Post Log in Sign up Post Melvin Schwarz on X: "We deployed humanoid robots into a real factory in under 90 days! Today, we are coming out of stealth with Nucleus. Our team previously worked on some of robotics’ toughest challenges at 1X, Foundation, NEURA, Agile Robots, CERN and ESA. We have come together because Europe is losing its ability to compete. Reversing that requires abundant, affordable physical labor. But we see that current approaches to get there might not be fast enough. That's why we deploy before full autonomy, using large-scale supervision and AI agents to make our fleet…
8:00 PM ET
NVIDIA
$NVDA
8:00 PM ETNVIDIA
Hydra-0: Action Flow for Generalist World Modeling and Control | NVIDIA Isaac
Overview video Figure 1: Action flow as a shared control interface. Top: Hydra-0 learns from diverse interaction videos featuring egocentric human demonstrations, handheld UMI grippers, bimanual robot arms, and single-arm robots. Middle: Visible embodiment motion is represented as image-plane flow trajectories, placing heterogeneous interactions in a common, pixel-aligned action flow space independent of embodiment-specific joint or end-effector coordinates. This unified interface enables a single generalist world model to learn from multi-embodiment data and transfer across interaction…
8:00 PM ET
BMW Group
8:00 PM ETBMW Group
Press-Information June 25th 2026
Press-Information June 25th 2026 BMW Group advances the use of Physical AI in production with Figure 03 project in Spartanburg - Figure AI demonstrates Figure 03 humanoid robots in new use case at BMW Group Plant Spartanburg. - Robot development runs in parallel at BMW Group Plant Spartanburg and at Figure AI. - Assembly Hall in Spartanburg features BMW iFACTORY applications in artificial intelligence and virtualization. Munich/Spartanburg, USA. BMW Group intensifies the usage of digitalization and the use of artificial intelligence (AI) in production. With so-called Physical AI, which…
4:01 PM ET
NVIDIA
$NVDA
4:01 PM ETNVIDIA
5 Physical AI infrastructure platforms shaping robotics in 2026 - The Robot Report
Facebook X LinkedIn Reddit Pinterest Share From accelerated computing and simulation to data operations, open-source tooling, validation engineering, and continuous learning, these five platforms represent distinct control points in the emerging physical AI stack. For most of the modern AI boom, infrastructure had a single center of gravity: compute. Models grew larger, training runs consumed more GPUs, and the industry organized itself around accelerators, cloud clusters, training frameworks, and developer software. That stack was sufficient when AI’s outputs were text, images, video, or…
4:01 PM ET
NVIDIA
$NVDA
4:01 PM ETNVIDIA
5 Physical AI infrastructure platforms shaping robotics in 2026 - The Robot Report
Facebook X LinkedIn Reddit Pinterest Share From accelerated computing and simulation to data operations, open-source tooling, validation engineering, and continuous learning, these five platforms represent distinct control points in the emerging physical AI stack. For most of the modern AI boom, infrastructure had a single center of gravity: compute. Models grew larger, training runs consumed more GPUs, and the industry organized itself around accelerators, cloud clusters, training frameworks, and developer software. That stack was sufficient when AI’s outputs were text, images, video, or…
12:00 PM ET
Google DeepMind
$GOOGL
12:00 PM ETGoogle DeepMind
Gemini Robotics 2 brings whole body intelligence to robots — Google DeepMind
Skip to main content July 30, 2026 Models Gemini Robotics 2 brings whole body intelligence to robots Carolina Parada Share Your browser does not support the video tag. From feet to fingertips — we are teaching robots intelligent whole-body control, fine dexterity, and teamwork to complete a broad range of complex tasks For decades, we’ve dreamed of robots that can seamlessly step into our world and lend a hand. Now, that vision takes a significant stride forward. Most robots are pre-programmed or teleoperated for narrow, repetitive task sequences. They lack the ability to truly learn for…
12:00 PM ET
Google DeepMind
$GOOGL
12:00 PM ETGoogle DeepMind
Gemini Robotics 2 brings whole body intelligence to robots — Google DeepMind
Skip to main content July 30, 2026 Models Gemini Robotics 2 brings whole body intelligence to robots Carolina Parada Share Your browser does not support the video tag. From feet to fingertips — we are teaching robots intelligent whole-body control, fine dexterity, and teamwork to complete a broad range of complex tasks For decades, we’ve dreamed of robots that can seamlessly step into our world and lend a hand. Now, that vision takes a significant stride forward. Most robots are pre-programmed or teleoperated for narrow, repetitive task sequences. They lack the ability to truly learn for…
12:59 PM ET
TMTata Motors
12:59 PM ETTMTata Motors
TruthCapital on X: "The India EV Value Chain: A Crisp Investor's Map
India's EV story has moved from experiment to industrial buildout — the government is targeting 30% EV penetration by 2030, and global capital is watching where India fits into the post-China supply chain. Here's the essence: who… / X
Post Log in Sign up Post TruthCapital on X: "The India EV Value Chain: A Crisp Investor's Map India's EV story has moved from experiment to industrial buildout — the government is targeting 30% EV penetration by 2030, and global capital is watching where India fits into the post-China supply chain. Here's the essence: who makes the vehicles, what they're built from, who supplies each layer, where it's actually manufactured, and what's driving growth. 1\. The OEM Landscape Passenger vehicles (4W): EV sales surged 84% in FY2026 to 1.98 lakh units (4.3% of the PV market). Tata Motors leads but…
1:45 PM ET
BMW Group
1:45 PM ETBMW Group
BMW Group deploys Figure 03
The Robot Report Continue to Site Facebook X LinkedIn Reddit Pinterest Share Figure 03 adds tactile-sensor hands, palm cameras, wireless charging, and speech-to-speech audio over its predecessor. \| Source: BMW Group BMW Group is doubling down on its deployment of Figure.AI’s humanoid robots. The automaker last week announced that, following its successful deployment with Figure 02 at its plant in Spartanburg, S.C., it will deploy the company’s latest Figure 03 robot. “Plant Spartanburg is the birthplace of humanoid robotics in BMW Manufacturing’s operational day-to-day activities,” said…
9:57 PM ET
https://x.com/Sylviaposts
9:57 PM EThttps://x.com/Sylviaposts
Sylvia Li on X: "Spent the day at Deep Tech Week and left with one strong conviction:
the next wave of AI will not be won only by better models.
It will be won by the infrastructure that lets intelligence touch the physical world.
For anyone building in robotics, chips, manufacturing, energy, or… / X
Post Log in Sign up Post Sylvia Li on X: "Spent the day at Deep Tech Week and left with one strong conviction: the next wave of AI will not be won only by better models. It will be won by the infrastructure that lets intelligence touch the physical world. For anyone building in robotics, chips, manufacturing, energy, or physical AI, this feels increasingly obvious. Physical AI is not just an AI problem. It is a data problem, a hardware problem, a deployment problem, and a feedback-loop problem. ChatGPT had the browser. Robotics still does not have a universal distribution layer. For robot…
8:00 PM ET
Joseph Amigo, Rooholla Khorrambakht, Nicolas Mansard, Ludovic Righetti
8:00 PM ETJoseph Amigo, Rooholla Khorrambakht, Nicolas Mansard, Ludovic Righetti
Coupled Local and Global World Models for Efficient First Order RL
Real-world tasks solved zero-shot by policies trained entirely inside our learned world models: Push-T with a tabletop manipulator (left), Ego-Centric Grasp and Lift with a G1 humanoid (centre), and Ego-Centric Push Cube with a Go2 quadruped (right). Abstract World models offer a promising avenue for capturing complex environment dynamics where simulators face challenges. However, large-scale world models required for complex real-world settings are computationally expensive to adopt in popular RL approaches. We introduce a novel first-order RL method that enables policy training via a…
8:00 PM ET
Joseph Amigo, Rooholla Khorrambakht, Nicolas Mansard, Ludovic Righetti
8:00 PM ETJoseph Amigo, Rooholla Khorrambakht, Nicolas Mansard, Ludovic Righetti
Coupled Local and Global World Models for Efficient First Order RL
Real-world tasks solved zero-shot by policies trained entirely inside our learned world models: Push-T with a tabletop manipulator (left), Ego-Centric Grasp and Lift with a G1 humanoid (centre), and Ego-Centric Push Cube with a Go2 quadruped (right). Abstract World models offer a promising avenue for capturing complex environment dynamics where simulators face challenges. However, large-scale world models required for complex real-world settings are computationally expensive to adopt in popular RL approaches. We introduce a novel first-order RL method that enables policy training via a…
8:00 PM ET
Joseph Amigo, Rooholla Khorrambakht, Nicolas Mansard, Ludovic Righetti
8:00 PM ETJoseph Amigo, Rooholla Khorrambakht, Nicolas Mansard, Ludovic Righetti
Coupled Local and Global World Models for Efficient First Order RL
Real-world tasks solved zero-shot by policies trained entirely inside our learned world models: Push-T with a tabletop manipulator (left), Ego-Centric Grasp and Lift with a G1 humanoid (centre), and Ego-Centric Push Cube with a Go2 quadruped (right). Abstract World models offer a promising avenue for capturing complex environment dynamics where simulators face challenges. However, large-scale world models required for complex real-world settings are computationally expensive to adopt in popular RL approaches. We introduce a novel first-order RL method that enables policy training via a…
1:00 AM ET
ALAMI Labs
1:00 AM ETALAMI Labs
Yann LeCun's AMI Labs raises $1.03B to build world models | TechCrunch
Checking your Browser… Verifying... Stuck? Troubleshoot Success! Verification failed Troubleshoot Verification expired Refresh Verification expired Refresh Troubleshoot Cloudflare, opens in a new tab Privacy • Help ababababababababababababcdcdcdcdcdcdcdcdcdcdcdcd efefefefefefefefefefefefghghghghghghghghghghghgh ijijijijijijijijijijijijklklklklklklklklklklklkl Skip to content Image Credits: Ruhani Kaur/Bloomberg via Getty Images / Getty Images AI Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link Yann LeCun’s AMI Labs raises $1.03B to build world models…
1:00 AM ET
ALAMI Labs
1:00 AM ETALAMI Labs
Yann LeCun's AMI Labs raises $1.03B to build world models | TechCrunch
Checking your Browser… Verifying... Stuck? Troubleshoot Success! Verification failed Troubleshoot Verification expired Refresh Verification expired Refresh Troubleshoot Cloudflare, opens in a new tab Privacy • Help ababababababababababababcdcdcdcdcdcdcdcdcdcdcdcd efefefefefefefefefefefefghghghghghghghghghghghgh ijijijijijijijijijijijijklklklklklklklklklklklkl Skip to content Image Credits: Ruhani Kaur/Bloomberg via Getty Images / Getty Images AI Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link Yann LeCun’s AMI Labs raises $1.03B to build world models…
6:29 PM ET
https://x.com/randallmbriggs
6:29 PM EThttps://x.com/randallmbriggs
Randall Briggs on X: "https://t.co/Qnqls6fiQn" / X
Post Log in Sign up Post - Randall Briggs @randallmbriggs When Everyone Gets to Live like a Billionaire I was inspired to write this article by Aaron Levie’s recent piece titled Jevons Paradox for Knowledge Work where he describes how AI is making it possible for every small business and startup to have access to the same high-quality non-deterministic knowledge work as a Fortune 500 company. If you have not yet read his article, I highly recommend that you do so before coming back to this vision for the future. I believe that humanoid robots will do the same thing in the realm of physical…
3:57 PM ET
Skild AI
3:57 PM ETSkild AI
Skild AI on X: "We built a robot brain that nothing can stop.
Shattered limbs? Jammed motors? If the bot can move, the Brain will move it— even if it’s an entirely new robot body.
Meet the omni-bodied Skild Brain:" / X
Post Log in Sign up Post Skild AI on X: "We built a robot brain that nothing can stop. Shattered limbs? Jammed motors? If the bot can move, the Brain will move it— even if it’s an entirely new robot body. Meet the omni-bodied Skild Brain:" - Skild AI @SkildAI We built a robot brain that nothing can stop. Shattered limbs? Jammed motors? If the bot can move, the Brain will move it— even if it’s an entirely new robot body. Meet the omni-bodied Skild Brain: 00:00 View media 3:57 PM · Sep 24, 20252.4MViews 502 856 6.7K 2.2K - Skild AI @SkildAI Sep 24, 2025 The Skild Brain can control any machine…
10:24 AM ET
Boston Dynamics
10:24 AM ETBoston Dynamics
An Electric New Era for Atlas | Boston Dynamics
We value your privacy We use cookies to enhance your browsing experience, serve personalized ads or content, and analyze our traffic. By clicking "Accept All", you consent to our use of cookies. CustomizeReject AllAccept All Customize Consent Preferences We use cookies to help you navigate efficiently and perform certain functions. You will find detailed information about all cookies under each consent category below. The cookies that are categorized as "Necessary" are stored on your browser as they are essential for enabling the basic functionalities of the site. ... Show more…
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Physical Intelligence
—Physical Intelligence
Physical-Intelligence/openpi
# openpi openpi holds open-source models and packages for robotics, published by the [Physical Intelligence team](https://www.physicalintelligence.company/). Currently, this repo contains three types of models: - the [π₀ model](https://www.physicalintelligence.company/blog/pi0), a flow-based vision-language-action model (VLA). - the [π₀-FAST model](https://www.physicalintelligence.company/research/fast), an autoregressive VLA, based on the FAST action tokenizer. - the [π₀.₅ model](https://www.physicalintelligence.company/blog/pi05), an upgraded version of π₀ with better open-world…
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SUStanford University
—SUStanford University
OpenVLA:
OpenVLA: An Open-Source Vision-Language-Action Model Moo Jin Kim∗,1 Karl Pertsch∗,1,2 Siddharth Karamcheti∗,1,3 Ted Xiao4 Ashwin Balakrishna3 Suraj Nair3 Rafael Rafailov1 Ethan Foster1 Grace Lam Pannag Sanketi4 Quan Vuong5,† Thomas Kollar3 Benjamin Burchfiel3 Russ Tedrake3,6 Dorsa Sadigh1 Sergey Levine2 Percy Liang1 Chelsea Finn1 https://openvla.github.io970k Robot Episodes ViT Llama 2 7B Base VLM OpenVLA Vision-Language-Action Model Fine-tune VLM w/ Robot Actions: Closed-Loop Robot Control Policy User: Wipe the table. OpenVLA: [ x, , Grip] = …Δ Δθ Δ Multi-Robot Control & Efficient…
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unitreerobotics
—unitreerobotics
unitreerobotics/unitree_sdk2
# unitree_sdk2 Unitree robot sdk version 2. ### Prebuild environment * OS (Ubuntu 20.04 LTS) * CPU (aarch64 and x86_64) * Compiler (gcc version 9.4.0) ### Environment Setup Before building or running the SDK, ensure the following dependencies are installed: - CMake (version 3.10 or higher) - GCC (version 9.4.0) - Make You can install the required packages on Ubuntu 20.04 with: ```bash apt-get update apt-get install -y cmake g++ build-essential libyaml-cpp-dev libeigen3-dev libboost-all-dev libfmt-dev ``` ### Build examples To build the examples inside this repository: ```bash mkdir build cd…
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PRPromise
—PRPromise
From Archive to Production: A Hybrid Workflow with Marble | World Labs
Aug 12, 2026How Promise used Marble to transform archival imagery into immersive 3D environments for Harlan Coben’s Final Twist. From Archive to Production: A Hybrid Workflow with Marble Using Hybrid Production to Reconstruct Crime Scenes - YouTube Tap to unmute Using Hybrid Production to Reconstruct Crime Scenes Promise Promise573 subscribers Overview Copy link to this section For Harlan Coben's Final Twist on Paramount+ and CBS, Promise developed a hybrid production workflow that combined World Labs' Marble, AI-assisted image restoration, artist-led environment creation, and virtual…
π0: A Vision-Language-Action Flow Model for General Robot Control Physical Intelligence Kevin Black, Noah Brown, Danny Driess, Adnan Esmail, Michael Equi, Chelsea Finn, Niccolo Fusai, Lachy Groom, Karol Hausman, Brian Ichter, Szymon Jakubczak, Tim Jones, Liyiming Ke, Sergey Levine, Adrian Li-Bell, Mohith Mothukuri, Suraj Nair, Karl Pertsch, Lucy Xiaoyang Shi, James Tanner, Quan Vuong, Anna Walling, Haohuan Wang, Ury Zhilinsky https://physicalintelligence.company/blog/pi0 # ! 2/ . () /) , && 0'% ) 8:: ! 7 2/ . () /) ' GG ) Z)0./ GSO/, SG L ./O/ ), G mlhg / % (' (G 0 / )S/,G% y&/%,) p . n 2.G .…
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WLWorld Labs
—WLWorld Labs
Bringing Marble to Life | World Labs
Nov 12, 2025A behind-the-scenes look at how Marble powered the creation of its own launch story. Bringing Marble to Life World Labs: Just Imagine - YouTube Tap to unmute World Labs: Just Imagine World Labs World Labs5.53K subscribers Overview Copy link to this section When the World Labs team set out to create Marble’s first marketing video, they made a bold decision: to build it with Marble itself. The result was a launch video created using the same technology it introduced. Over the course of a few weeks, hundreds of 3D worlds were imagined, refined, and brought into the stage pipeline.…
Hosted By Edmond Jono Hart James (Jingxi) Xu Mene Mazarakis Angela Zhang Manfredi Bernardi Adam 134 Went Akshobhya Gupta, Hannah Tsui and 132 others Contact the Host Report Event AI 🤖🍨 Sundae Robotics 06: V-JEPA 2 & Predicting Physical Intelligence Hosted by Edmond & 6 others Aug 30 Sunday, August 30 2:00 PM - 5:00 PM PDT Register to See Address Atherton, CA Past Event This event ended 2 days ago. Welcome! To join the event, please register below. Request to Join About Event 🤖🍨 Grab a sundae and join Sundae Robotics, a private, invite-only Sunday series bringing together robotics…
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Figure
—Figure
How Figure Became the Biggest Name in Robotics | XMAQUINA DAO
Genesis Auction Wave 2! Launches June 24 Get DEUS homeDAO Portal How Figure Became the Biggest Name in Robotics Color theme: Four years, three generations of humanoids, a $39 billion valuation and now one of the largest physical AI data engines ever built. .png) August 27, 2026 Category: Physical AI Read time: 9 minutes Share This: Four years ago, Figure didn’t have a robot. Today, the company is valued at $39 billion, has built more than 1,000 humanoids, has robots working inside BMW, is preparing deployments with another major US retailer, and has developed its own AI models, manufacturing…
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NVIDIA
$NVDA
—NVIDIA
Conference & Program | embeddedworld North America 2026
Skip to main content Skip to footer Conference & Program The premier demonstration and information sharing platform for the embedded community. Innovation, networking and knowledge are all on display. Make the most of the program with the Mobile App - explore sessions and plan your visit. Search for Sessions here! Day 1-3 Tech Sessions Schedule Day 1Tue · Sep 22Day 2Wed · Sep 23Day 3Thu · Sep 24 Exhibition Open 11:00 AM – 6:00 PM Keynote9:30 – 10:30 AM The Next Evolution of Embedded: Open Platform for Autonomous, Agentic Systems Deepu Talla— VP Robotics & Edge AI, NVIDIA Day 1:1 Technical…
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Unitree Robotics
—Unitree Robotics
Brushless Digital Servo Compact and Designed for Embodied Intelligence Applications - Unitree Robotics
Brushless Digital Servo Compact and Designed for Embodied Intelligence Applications - Brushless Motor Long Life, Low Inertia, High Speed, Force Control - Temperature and Position Sensors - Precision Gearbox (Backdrivable) - Highly Integrated - High Power, High Speed - High-Speed Communication - Model Max (Stall) Torque Torque Opposite to Speed Direction Baud Rate Max (No-Load) Speed No-Load Current - J288 1.5Nm J288 6,000,000bps J288 35rad/s (334rpm)@25.2V / 16.5rad/s (157rpm)@12V J288 0.45A@25.2V 0.27A@12V - S288 0.6Nm S288 6,000,000bps S288 16.5rad/s (157rpm)@12V S288 0.27A@12V Control…
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DRDiligent Robotics
—DRDiligent Robotics
RoboBrief: Daily Robotics News, Humanoid Robots & AI Automation
Daily robotics intelligence The global robotics briefing desk Your daily robotics intelligence briefing — US, China, India & beyond. Breaking news, analysis, and insights on the global robotics revolution. - 🇺🇸United States - 🇨🇳China - 🇮🇳India - 🇯🇵Japan - 🇩🇪Germany Subscribe Free Read the briefings→ Browse topics Briefings323Briefings CadenceDailyCadence CoverageGlobalCoverage Lead briefing All briefings → Two Humanoid Robots Just Played a Full 11-Point Table Tennis Match \\ \\ HKU and KAI's SMASH 2.0 demonstration matters because table tennis forces robots to combine perception,…
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Tesla
$TSLA
—Tesla
Optimus enters production [music] at the Fremont factory this week and Tesla stock climbed 5.51% [music] on a day the i…
Optimus enters production [music] at the Fremont factory this week and Tesla stock climbed 5.51% [music] on a day the indexes fell. Hello and welcome to your Tesla briefing on the August 31st session. Here are the six things that matter. Optimus is reported to enter production at Tesla's Fremont factory this week. That moves the humanoid robot from demo footage to an actual manufacturing line. Tesla closed the session at $367.95, up 5.51%. The contrast stood out because the S&P 500 fell 0.33% and the Nasdaq fell 0.12% on the very same day. That looks like the market starting to price Optimus…
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Agility Robotics
—Agility Robotics
Job Post | Agility
Skip to Content Job Application for Senior Systems Engineer at Agility Robotics Back to jobs Senior Systems Engineer Hybrid- Fremont, CA Apply Agility’s commercially deployed humanoids operate alongside teams in warehouses, manufacturing facilities, and distribution centers—tackling physically demanding and repetitive tasks while enabling workers to focus on higher-value work. With industry-leading safety standards and years of proven deployment data, we're pioneering a new era of automation that enhances human potential. About Agility Robotics Agility Robotics is at the forefront of…
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CRClone Robotics
—CRClone Robotics
Hi, I'm Lexie Hart, your Robo Brief host. Today, humanoid robots are getting more lifelike, more affordable, and more u…
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 Android built from artificial muscles instead of motors. Then, Kepler pushes its Forerunner K2 humanoid into mass production. And Reflex Robotics puts a wheeled humanoid to work moving packages in real warehouses. Let's dive in. First up, Clone Robotics and a machine that looks less like a robot and more like a living body. Its Android, called Proto Clone, is a full-size humanoid built with a…
September 1, 2026Introducing Atlas, our new omni world model for spatial intelligence. Atlas: A World Model for Spatial Intelligence World models generate, reconstruct, and simulate any possible world. They understand how worlds appear, behave, and evolve so that we can render imagined worlds for creative users, simulate the real world in high fidelity, and help robots plan actions. At World Labs, we build these general purpose world models in pursuit of spatial intelligence. Today we are introducing Atlas, our next-generation world model. Atlas is an omni model that we pretrained from…