Fcc30Unitree Robotics14Nvidia6Boston Dynamics5Galbot5Tesla5UBTECH5Agibot4XPeng4Figure3humanoid robots3Hyundai3Leju Robotics3Toyota3Agility Robotics2Apptronik2BYD2DJI2Fourier2Huawei2Nox Metals2Standard Bots21x120230 US robotics revenue loss1a16z1a16z Machine Age Fund.1Alphabet1Anduril1Annual cost of software access.1Anthropic1austin,-texas1Autel1BABA1BABA funding for AI.1Beagle Technology1BIS1botq1Catalyst Brands1Changan1Chery Automobile1company valuation1Counterpoint1CXMT1d-Matrix1DaxAI1DeepSeek1detroit1Dexforce1Dexmate1DJI Flip1DoD1drones and missiles1Drones owned by the Pentagon1Dyna Robotics1Eccentric Machines1Eptolink1Fanuc1Foxglove1GAC1glen-cove1GMI1GoldmanSachs1H1 2026 global humanoid shipments1hangzhou1HBM prices.1humanoid robots shipped globally in 20261Hyundai Motor Group1IEEE Robotics and Automation Society1industrial robots installed in China1industrial robots installed in the US1Initial price of Lumi's Founder Edition.1Innolight1Intuitive Surgical1Investor Interest1IPO proceeds1Kawasaki Heavy Industries1Leju1LG Innotek1Li Auto1Lightberry1LimX1LimX Dynamics1LimX Luna robot1market share of Chinese firms in humanoids.1Mentee Robotics1Mobileye1MorganStanley1MP Materials1MRVL1Nebius1net profit1Niron Magnetics1Nscale1Nscale IPO.1OpenAI1operational stock of industrial robots in China1operational stock of industrial robots in the US1Operational time of an early prototype.1Red Cat Holdings1REK1Rivian1RoboStrategy, Inc.1Robotera1Robotera’s parcel-sorting robot1SAIC1Salesforce1Samsung Electro Mechanics1Saronic1Seres1Shield AI1SK Hynix1SKHY Indiana packaging plant.1Skydio1SpaceX1Starlink1subscribers1Sungrow1Tencent1top five global players in humanoid robots1total humanoids sold worldwide in 2025.1TRON 21us-government1VAC1WhiteHouse1X-Humanoid1Xpeng’s robotics unit raised1Yangtze OF1YMTC1ZiNovaLabs1宇树科技1宇树科技 market value.1
Who captures
Unitree Robotics6NVIDIA3Tesla3DJI2Agibot2SpaceX1David Cao Physical AI Builders11x1ZiNovaLabs1Fanuc1@AtMapshock1@tchsignal1Counterpoint1Lightberry1@taki_kazuya1@Kirkland_Ellis1Fourier1UBTech1@_htcnews1BYD1Foxglove1X-Humanoid1RoboStrategy, Inc.1Ryan Reith and Navkendar Singh1Sidley Austin LLP1
drones and missiles1 units“Building ammunition stocks and attritable drone capacity is exactly what a military does when it expects to fight, not merely deter.”@AtMapshock on X
BABA funding for AI.$10.2B“$BABA selling $10.2B of stock to fund AI.”@ParadisLabs on X
a16z Machine Age Fund.$1.1B“a16z launched $1.1B Machine Age Fund for chips, memory, networking, data centres, cooling, robotics and edge.”@ParadisLabs on X
Nscale IPO.3 units“Nscale (backed by $NVDA) targeting up to $3B in US IPO soon.”@ParadisLabs on X
HBM prices.50 hrs“HBM contract prices maybe +50% or more in 2027 on the back of the $NVDA server hike = memory makers keep printing earnings.”@ParadisLabs on X
SKHY Indiana packaging plant.458 units“$458M CHIPS funding done.”@ParadisLabs on X
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
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
subscribers10,000 units“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.”ACTUATE takeaways and inside the FCC bans - by Andra Keay
industrial robots installed in China276,000 units“China installed roughly 276,000 industrial robots last year.”@GordonJohnson19 on X
industrial robots installed in the US38,000 units“The US installed about 38,000.”@GordonJohnson19 on X
operational stock of industrial robots in China2,000,000 units“China's operational stock is roughly 2 million units against our 394,000.”@GordonJohnson19 on X
operational stock of industrial robots in the US394,000 units“China's operational stock is roughly 2 million units against our 394,000.”@GordonJohnson19 on X
market share of Chinese firms in humanoids.100 units“Chinese firms shipped something like 80% of the world's humanoids and hold ~85% of the market.”@GordonJohnson19 on X
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
🇺🇸 @SpaceX has filed with the FCC seeking permission to fly @Starlink terminals during Starship's 14th flight test, confirming plans for the program's first real attempt at reaching orbit. The FCC filing lists September 15, 2026 as the target launch and satellite deployment date. Every previous Starship flight, including July's successful Flight 13 splashdown, has followed a suborbital path that reenters within the same hour it launches. This time, the roughly 20 Starlink V3 satellites onboard could actually separate into operational orbit if the insertion succeeds, each capable of about 1…
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…
10:48 PM ET
1x
10:48 PM ET1x
@DiplockColin: No matching tweets found in the results for policy items (FCC Covered List, drone tariff, BIS, export control), DJI, SoftBank 1X, hiring/rob
No matching tweets found in the results for policy items (FCC Covered List, drone tariff, BIS, export control), DJI, SoftBank 1X, hiring/robot technician/manufacturing engineer/factory jobs, UBTECH, Fourier, Kepler, or Leaderdrive.
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…
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…
10:51 PM ET
@AtMapshock
10:51 PM ET@AtMapshock
@AtMapshock on X
The shift to drones and missiles is not symbolic — it reflects a judgment that a high-intensity, island-chain conflict would consume munitions and cheap systems at rates legacy inventories cannot sustain. Building ammunition stocks and attritable drone capacity is exactly what a military does when it expects to fight, not merely deter. This has three downstream implications worth tracking: 1. Industrial policy: Japanese defense industry will scale production of drones and precision munitions — watch for procurement contracts and partnerships with domestic firms and US primes. 2. Alliance…
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…
10:16 AM ET
Tesla
$TSLA
10:16 AM ETTesla
@WitoldZiarno on X
@WhiteHouse @elonmusk @WSJ @GregoryKBovino @nypost @latimes @DHSgov @ICEgov @Tesla 4/10 July 28 2026: FCC added foreign humanoids & quadrupeds to Covered List. New imports banned after interagency finding of “unacceptable” national security risks. BUTT, Pre-authorized SpyBot units grandfathered. @vp
10:00 AM ET
Unitree Robotics
10:00 AM ETUnitree Robotics
Unitree Robotics stock soars 460% in Shanghai IPO debut
Oops, something went wrong Skip to navigation Skip to main content Skip to right column Unitree Robotics stock soars 460% in Shanghai IPO debut Unitree Robotics stock soars 460% in Shanghai IPO debut·Quartz·NurPhoto / Getty Images Cris Tolomia August 19, 20262 min read - 688836.SS \\ -4.39% - 0700.HK \\ -0.72% - TSLA \\ -0.35% - 005380.KS \\ -5.62% Unitree Robotics stock closed 460% above its IPO price on Wednesday, finishing at 845 yuan after the humanoid robot maker's first session on Shanghai's STAR Market, having briefly surged nearly 630% before pulling back. The closing price values…
4:50 AM ET
DJDJI
4:50 AM ETDJDJI
Pentagon blacklist vs. FCC drone bans: What drone pilots…
Breaking Pentagon blacklist vs. FCC drone bans: What drone pilots need to know about the differences thedronegirl.com 2d ago Aug 31, 2026 The Pentagon blacklist is a paper cut for DJI — it only blocks federal contracts. The FCC ban is the gut punch: new DJI/Autel drones can't get US authorization, so future models never reach shelves. Your current drone stays legal; the upgrade path doesn't. Read Full Article Not sure which DJI to buy? Check the Buyer's Guide → What you can actually buy in the US right now Many new DJI products are blocked from US sale by the FCC Covered List. Here's the gear…
3:16 AM ET
@tchsignal
3:16 AM ET@tchsignal
@tchsignal on X
U.S. Barriers Test China's Robotics Scale Advantage The U.S. is raising barriers around foreign-made drones and advanced robots, but those measures are colliding with a market where Chinese manufacturers already operate at major scale. The FCC has added foreign-produced advanced robotic devices, including humanoids and quadrupeds, to its Covered List, blocking new equipment authorizations for covered models. Separately, the White House has imposed Section 232 tariffs on imported drones and components, with rates ranging from 10% to 100% depending on the product and origin. At the same time,…
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…
10:34 PM ET
AGAgibot
10:34 PM ETAGAgibot
The US is building barriers around drones and robots, but China has scale to get around them | 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: JACQUELYN MARTIN/AFP (opens in a new window) / Getty Images Robotics Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link The US is building barriers around drones and robots, but China has scale to get around them Kate Park 7:34 PM PDT · August 30, 2026 Share on FacebookShare on XShare on LinkedInShare on…
10:34 PM ET
COCounterpoint
10:34 PM ETCOCounterpoint
The US is building barriers around drones and robots, but China has scale to get around them | 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: JACQUELYN MARTIN/AFP (opens in a new window) / Getty Images Robotics Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link The US is building barriers around drones and robots, but China has scale to get around them Kate Park 7:34 PM PDT · August 30, 2026 Share on FacebookShare on XShare on LinkedInShare on…
10:34 PM ET
Unitree
10:34 PM ETUnitree
FCC Covered List + drone tariffs: US barriers vs China robotics scale
Kate Park, TechCrunch (7:34 PM PDT, Aug 30, 2026): In July and August Washington tightened restrictions on foreign-made advanced robotic systems and imposed steep tariffs on imported drones and components. Drone tariffs take effect in September; additional component tariffs follow in 2027. FCC Covered List (2021) expanded from telecom/surveillance (Huawei, ZTE, Hikvision) to foreign-made drones and most recently advanced robotic devices. Counterpoint via TechCrunch: global humanoid shipments 22,000 in H1; world's five largest by shipments — AgiBot, Unitree, Galbot, UBTECH, Leju — all Chinese, 86% of H1 2026 shipments. Agility Robotics welcomed the FCC decision in July, pointing to Digit designed and assembled in the US. Links FCC PDF DOC-423682A1 and White House drone-tariff fact sheet.
8:00 PM ET
DJDJI
8:00 PM ETDJDJI
Pentagon 1260H vs FCC Covered List: two drone/robot bars
The Drone Girl (Aug 31, 2026): DoD Section 1260H list (FY2021 NDAA) bars listed 'Chinese military companies' (includes DJI) from certain federal procurement. FCC Covered List under Secure and Trusted Communications Networks Act blocks new RF equipment authorizations. Piece says in late 2025 FCC added all foreign-manufactured drones and drone components to Covered List; existing authorized gear generally keeps authorization unless retroactive revocation. Notes FCC is seeking public comment on an import-restriction proceeding. Separate from July 2026 advanced-robot Covered List expansion covered by TechCrunch.
2:19 PM ET
Unitree
2:19 PM ETUnitree
@AtMapshock on X
The FCC Constraint: Closing the Western Market Escape Valve One mechanism that might have imposed commercial discipline on Chinese humanoid makers — exposure to demanding Western end-users who would not accept subsidized, underperforming products — has been removed by US regulatory action. The FCC in July 2026 restricted new equipment authorizations for foreign-made advanced robotic devices, directly affecting Unitree and its peers [Source: Reuters, Aug 18, 2026]. Previously authorized models can still be sold, but the pipeline of new Chinese humanoid products entering the US market is…
11:34 AM ET
Nvidia
$NVDA
11:34 AM ETNvidia
@ParadisLabs on X
Some AI/semis notes from the past week: -> $NVDA huge Q2 revenue and profit growth. 2027+ is more growth even under a bottlenecked environment. Nvidia GOAT company? -> $NBIS first cloud customer for $NVDA Groq 3 LPX inference rack which now entered full production = fuels ongoing narrative that Nebius are Nvidia's fav neocloud. -> SaaS is alive with $CRM proving all the "SaaSpocalypse" doomers wrong. Anthropic announced Claudeforce too = Salesforce / enterprise SaaS data too good. -> Anthropic S-1 coming anyday now. Jensen said investing in Anthropic/OAI is a "once-in-a-generation…
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…
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…
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…
12:00 AM ET
@taki_kazuya
12:00 AM ET@taki_kazuya
@taki_kazuya on X
Last month, the FCC updated its Covered List, in a shot mostly at China, which controls a majority of the humanoid robot market. こん前の月に、FCC(米連邦通信委員会)は、主に中国を標的として規制対象リスト(Covered List)を更新したんよね。
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…
6:18 PM ET
@Kirkland_Ellis
6:18 PM ET@Kirkland_Ellis
Foreign-Produced Advanced Robotic Devices and Certain Foreign-Produced Power Inverters Added to FCC Covered List | Publications | Kirkland & Ellis LLP
Top The Federal Communications Commission (FCC) has added foreign-produced advanced robotic devices and certain foreign-produced power inverters to its list of equipment and services that have been determined to pose “an unacceptable risk to the national security of the United States or the security and safety of United States persons” (the Covered List). Equipment on the Covered List cannot receive a new FCC equipment authorization, whether through certification or the Supplier’s Declaration of Conformity process. Because most electronic devices require FCC equipment authorization before…
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…
FCC "Buy American" rule walls off foreign humanoids. New Covered List action blocks new foreign humanoid/quadruped models from US equipment authorization via a domestic-content test — directly hits BYD's newly unveiled Xiao Di and Unitree exports.
10:05 AM ET
FOFoxglove
10:05 AM ETFOFoxglove
ACTUATE takeaways and inside the FCC bans - 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…
5:47 AM ET
XHX-Humanoid
5:47 AM ETXHX-Humanoid
@GordonJohnson19 on X
A robot built by Beijing's X-Humanoid ran 100 meters in 9.39 seconds on Saturday. Bolt's record is 9.58. Elsewhere at those games, robots tripped, came apart, and one caught fire. Everyone is quoting the one that caught fire. That is not the part that matters. This is. China installed roughly 276,000 industrial robots last year. The US installed about 38,000. China's operational stock is roughly 2 million units against our 394,000. Chinese firms shipped something like 80% of the world's humanoids and hold ~85% of the market. Our response, on July 28, was to add foreign-made humanoids to the…
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…
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…
8:00 AM ET
Ryan Reith and Navkendar Singh
8:00 AM ETRyan Reith and Navkendar Singh
IDC - The US Robotics Ban, Explained: Who Gets Hit?
Skip to main Skip to search Skip to footer Become a Client You have reached the bottom of the dialog. Focus is being moved to the close button. Robotics August 17, 2026 10 min What Does the US Robotics Ban on Foreign Imports Really Mean? Here’s IDC’s Take A new FCC rule quietly reshapes the US robotics market, and the robot vacuum in your closet is caught in the same net as the humanoid on the factory floor. IDC's data shows the category assumed safest, humanoid robotics, takes the hardest hit, while the category assumed most exposed, household cleaning, rides it out best. Share Share on…
8:33 AM ET
Unitree
8:33 AM ETUnitree
Trump Administration Blocks New Chinese Robots Over Spying Fears - Men's Journal
Skip to main content 2026 Best Tools Essentials for Every Craftsman Trump Administration Blocks New Chinese Robots Over Spying Fears Trump admin bans imports of new Chinese humanoid robots and power inverters over spying fears — a blow to robotics leader Unitree. Jul 30, 2026 8:33 AM EDT By Siddharth Munjal News Writer, Men's Journal 0 Add us on Photo by Gabriele Malaspina on Unsplash Photo by Gabriele Malaspina on Unsplash Washington made a big move this week: the Trump administration is banning imports of new Chinese humanoid and quadruped robots, plus new Chinese power inverters, including…
8:00 PM ET
Sidley Austin LLP
8:00 PM ETSidley Austin LLP
FCC adds foreign-produced advanced robotic devices to Covered List
On July 28, 2026, FCC PSHSB added foreign-produced advanced robotic devices to the Covered List (Public Notice DA 26-786).
—
NVIDIA
$NVDA
—NVIDIA
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…
What is true on Fcc?
On this layer
Fcc30Unitree Robotics14Nvidia6Boston Dynamics5Galbot5Tesla5UBTECH5Agibot4XPeng4Figure3humanoid robots3Hyundai3Leju Robotics3Toyota3Agility Robotics2Apptronik2BYD2DJI2Fourier2Huawei2Nox Metals2Standard Bots21x120230 US robotics revenue loss1a16z1a16z Machine Age Fund.1Alphabet1Anduril1Annual cost of software access.1Anthropic1austin,-texas1Autel1BABA1BABA funding for AI.1Beagle Technology1BIS1botq1Catalyst Brands1Changan1Chery Automobile1company valuation1Counterpoint1CXMT1d-Matrix1DaxAI1DeepSeek1detroit1Dexforce1Dexmate1DJI Flip1DoD1drones and missiles1Drones owned by the Pentagon1Dyna Robotics1Eccentric Machines1Eptolink1Fanuc1Foxglove1GAC1glen-cove1GMI1GoldmanSachs1H1 2026 global humanoid shipments1hangzhou1HBM prices.1humanoid robots shipped globally in 20261Hyundai Motor Group1IEEE Robotics and Automation Society1industrial robots installed in China1industrial robots installed in the US1Initial price of Lumi's Founder Edition.1Innolight1Intuitive Surgical1Investor Interest1IPO proceeds1Kawasaki Heavy Industries1Leju1LG Innotek1Li Auto1Lightberry1LimX1LimX Dynamics1LimX Luna robot1market share of Chinese firms in humanoids.1Mentee Robotics1Mobileye1MorganStanley1MP Materials1MRVL1Nebius1net profit1Niron Magnetics1Nscale1Nscale IPO.1OpenAI1operational stock of industrial robots in China1operational stock of industrial robots in the US1Operational time of an early prototype.1Red Cat Holdings1REK1Rivian1RoboStrategy, Inc.1Robotera1Robotera’s parcel-sorting robot1SAIC1Salesforce1Samsung Electro Mechanics1Saronic1Seres1Shield AI1SK Hynix1SKHY Indiana packaging plant.1Skydio1SpaceX1Starlink1subscribers1Sungrow1Tencent1top five global players in humanoid robots1total humanoids sold worldwide in 2025.1TRON 21us-government1VAC1WhiteHouse1X-Humanoid1Xpeng’s robotics unit raised1Yangtze OF1YMTC1ZiNovaLabs1宇树科技1宇树科技 market value.1
Who captures
Unitree Robotics6NVIDIA3Tesla3DJI2Agibot2SpaceX1David Cao Physical AI Builders11x1ZiNovaLabs1Fanuc1@AtMapshock1@tchsignal1Counterpoint1Lightberry1@taki_kazuya1@Kirkland_Ellis1Fourier1UBTech1@_htcnews1BYD1Foxglove1X-Humanoid1RoboStrategy, Inc.1Ryan Reith and Navkendar Singh1Sidley Austin LLP1
drones and missiles1 units“Building ammunition stocks and attritable drone capacity is exactly what a military does when it expects to fight, not merely deter.”@AtMapshock on X
BABA funding for AI.$10.2B“$BABA selling $10.2B of stock to fund AI.”@ParadisLabs on X
a16z Machine Age Fund.$1.1B“a16z launched $1.1B Machine Age Fund for chips, memory, networking, data centres, cooling, robotics and edge.”@ParadisLabs on X
Nscale IPO.3 units“Nscale (backed by $NVDA) targeting up to $3B in US IPO soon.”@ParadisLabs on X
HBM prices.50 hrs“HBM contract prices maybe +50% or more in 2027 on the back of the $NVDA server hike = memory makers keep printing earnings.”@ParadisLabs on X
SKHY Indiana packaging plant.458 units“$458M CHIPS funding done.”@ParadisLabs on X
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
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
subscribers10,000 units“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.”ACTUATE takeaways and inside the FCC bans - by Andra Keay
industrial robots installed in China276,000 units“China installed roughly 276,000 industrial robots last year.”@GordonJohnson19 on X
industrial robots installed in the US38,000 units“The US installed about 38,000.”@GordonJohnson19 on X
operational stock of industrial robots in China2,000,000 units“China's operational stock is roughly 2 million units against our 394,000.”@GordonJohnson19 on X
operational stock of industrial robots in the US394,000 units“China's operational stock is roughly 2 million units against our 394,000.”@GordonJohnson19 on X
market share of Chinese firms in humanoids.100 units“Chinese firms shipped something like 80% of the world's humanoids and hold ~85% of the market.”@GordonJohnson19 on X
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
🇺🇸 @SpaceX has filed with the FCC seeking permission to fly @Starlink terminals during Starship's 14th flight test, confirming plans for the program's first real attempt at reaching orbit. The FCC filing lists September 15, 2026 as the target launch and satellite deployment date. Every previous Starship flight, including July's successful Flight 13 splashdown, has followed a suborbital path that reenters within the same hour it launches. This time, the roughly 20 Starlink V3 satellites onboard could actually separate into operational orbit if the insertion succeeds, each capable of about 1…
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…
10:48 PM ET
1x
10:48 PM ET1x
@DiplockColin: No matching tweets found in the results for policy items (FCC Covered List, drone tariff, BIS, export control), DJI, SoftBank 1X, hiring/rob
No matching tweets found in the results for policy items (FCC Covered List, drone tariff, BIS, export control), DJI, SoftBank 1X, hiring/robot technician/manufacturing engineer/factory jobs, UBTECH, Fourier, Kepler, or Leaderdrive.
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…
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…
10:51 PM ET
@AtMapshock
10:51 PM ET@AtMapshock
@AtMapshock on X
The shift to drones and missiles is not symbolic — it reflects a judgment that a high-intensity, island-chain conflict would consume munitions and cheap systems at rates legacy inventories cannot sustain. Building ammunition stocks and attritable drone capacity is exactly what a military does when it expects to fight, not merely deter. This has three downstream implications worth tracking: 1. Industrial policy: Japanese defense industry will scale production of drones and precision munitions — watch for procurement contracts and partnerships with domestic firms and US primes. 2. Alliance…
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…
10:16 AM ET
Tesla
$TSLA
10:16 AM ETTesla
@WitoldZiarno on X
@WhiteHouse @elonmusk @WSJ @GregoryKBovino @nypost @latimes @DHSgov @ICEgov @Tesla 4/10 July 28 2026: FCC added foreign humanoids & quadrupeds to Covered List. New imports banned after interagency finding of “unacceptable” national security risks. BUTT, Pre-authorized SpyBot units grandfathered. @vp
10:00 AM ET
Unitree Robotics
10:00 AM ETUnitree Robotics
Unitree Robotics stock soars 460% in Shanghai IPO debut
Oops, something went wrong Skip to navigation Skip to main content Skip to right column Unitree Robotics stock soars 460% in Shanghai IPO debut Unitree Robotics stock soars 460% in Shanghai IPO debut·Quartz·NurPhoto / Getty Images Cris Tolomia August 19, 20262 min read - 688836.SS \\ -4.39% - 0700.HK \\ -0.72% - TSLA \\ -0.35% - 005380.KS \\ -5.62% Unitree Robotics stock closed 460% above its IPO price on Wednesday, finishing at 845 yuan after the humanoid robot maker's first session on Shanghai's STAR Market, having briefly surged nearly 630% before pulling back. The closing price values…
4:50 AM ET
DJDJI
4:50 AM ETDJDJI
Pentagon blacklist vs. FCC drone bans: What drone pilots…
Breaking Pentagon blacklist vs. FCC drone bans: What drone pilots need to know about the differences thedronegirl.com 2d ago Aug 31, 2026 The Pentagon blacklist is a paper cut for DJI — it only blocks federal contracts. The FCC ban is the gut punch: new DJI/Autel drones can't get US authorization, so future models never reach shelves. Your current drone stays legal; the upgrade path doesn't. Read Full Article Not sure which DJI to buy? Check the Buyer's Guide → What you can actually buy in the US right now Many new DJI products are blocked from US sale by the FCC Covered List. Here's the gear…
3:16 AM ET
@tchsignal
3:16 AM ET@tchsignal
@tchsignal on X
U.S. Barriers Test China's Robotics Scale Advantage The U.S. is raising barriers around foreign-made drones and advanced robots, but those measures are colliding with a market where Chinese manufacturers already operate at major scale. The FCC has added foreign-produced advanced robotic devices, including humanoids and quadrupeds, to its Covered List, blocking new equipment authorizations for covered models. Separately, the White House has imposed Section 232 tariffs on imported drones and components, with rates ranging from 10% to 100% depending on the product and origin. At the same time,…
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…
10:34 PM ET
AGAgibot
10:34 PM ETAGAgibot
The US is building barriers around drones and robots, but China has scale to get around them | 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: JACQUELYN MARTIN/AFP (opens in a new window) / Getty Images Robotics Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link The US is building barriers around drones and robots, but China has scale to get around them Kate Park 7:34 PM PDT · August 30, 2026 Share on FacebookShare on XShare on LinkedInShare on…
10:34 PM ET
COCounterpoint
10:34 PM ETCOCounterpoint
The US is building barriers around drones and robots, but China has scale to get around them | 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: JACQUELYN MARTIN/AFP (opens in a new window) / Getty Images Robotics Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link The US is building barriers around drones and robots, but China has scale to get around them Kate Park 7:34 PM PDT · August 30, 2026 Share on FacebookShare on XShare on LinkedInShare on…
10:34 PM ET
Unitree
10:34 PM ETUnitree
FCC Covered List + drone tariffs: US barriers vs China robotics scale
Kate Park, TechCrunch (7:34 PM PDT, Aug 30, 2026): In July and August Washington tightened restrictions on foreign-made advanced robotic systems and imposed steep tariffs on imported drones and components. Drone tariffs take effect in September; additional component tariffs follow in 2027. FCC Covered List (2021) expanded from telecom/surveillance (Huawei, ZTE, Hikvision) to foreign-made drones and most recently advanced robotic devices. Counterpoint via TechCrunch: global humanoid shipments 22,000 in H1; world's five largest by shipments — AgiBot, Unitree, Galbot, UBTECH, Leju — all Chinese, 86% of H1 2026 shipments. Agility Robotics welcomed the FCC decision in July, pointing to Digit designed and assembled in the US. Links FCC PDF DOC-423682A1 and White House drone-tariff fact sheet.
8:00 PM ET
DJDJI
8:00 PM ETDJDJI
Pentagon 1260H vs FCC Covered List: two drone/robot bars
The Drone Girl (Aug 31, 2026): DoD Section 1260H list (FY2021 NDAA) bars listed 'Chinese military companies' (includes DJI) from certain federal procurement. FCC Covered List under Secure and Trusted Communications Networks Act blocks new RF equipment authorizations. Piece says in late 2025 FCC added all foreign-manufactured drones and drone components to Covered List; existing authorized gear generally keeps authorization unless retroactive revocation. Notes FCC is seeking public comment on an import-restriction proceeding. Separate from July 2026 advanced-robot Covered List expansion covered by TechCrunch.
2:19 PM ET
Unitree
2:19 PM ETUnitree
@AtMapshock on X
The FCC Constraint: Closing the Western Market Escape Valve One mechanism that might have imposed commercial discipline on Chinese humanoid makers — exposure to demanding Western end-users who would not accept subsidized, underperforming products — has been removed by US regulatory action. The FCC in July 2026 restricted new equipment authorizations for foreign-made advanced robotic devices, directly affecting Unitree and its peers [Source: Reuters, Aug 18, 2026]. Previously authorized models can still be sold, but the pipeline of new Chinese humanoid products entering the US market is…
11:34 AM ET
Nvidia
$NVDA
11:34 AM ETNvidia
@ParadisLabs on X
Some AI/semis notes from the past week: -> $NVDA huge Q2 revenue and profit growth. 2027+ is more growth even under a bottlenecked environment. Nvidia GOAT company? -> $NBIS first cloud customer for $NVDA Groq 3 LPX inference rack which now entered full production = fuels ongoing narrative that Nebius are Nvidia's fav neocloud. -> SaaS is alive with $CRM proving all the "SaaSpocalypse" doomers wrong. Anthropic announced Claudeforce too = Salesforce / enterprise SaaS data too good. -> Anthropic S-1 coming anyday now. Jensen said investing in Anthropic/OAI is a "once-in-a-generation…
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…
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…
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…
12:00 AM ET
@taki_kazuya
12:00 AM ET@taki_kazuya
@taki_kazuya on X
Last month, the FCC updated its Covered List, in a shot mostly at China, which controls a majority of the humanoid robot market. こん前の月に、FCC(米連邦通信委員会)は、主に中国を標的として規制対象リスト(Covered List)を更新したんよね。
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…
6:18 PM ET
@Kirkland_Ellis
6:18 PM ET@Kirkland_Ellis
Foreign-Produced Advanced Robotic Devices and Certain Foreign-Produced Power Inverters Added to FCC Covered List | Publications | Kirkland & Ellis LLP
Top The Federal Communications Commission (FCC) has added foreign-produced advanced robotic devices and certain foreign-produced power inverters to its list of equipment and services that have been determined to pose “an unacceptable risk to the national security of the United States or the security and safety of United States persons” (the Covered List). Equipment on the Covered List cannot receive a new FCC equipment authorization, whether through certification or the Supplier’s Declaration of Conformity process. Because most electronic devices require FCC equipment authorization before…
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…
FCC "Buy American" rule walls off foreign humanoids. New Covered List action blocks new foreign humanoid/quadruped models from US equipment authorization via a domestic-content test — directly hits BYD's newly unveiled Xiao Di and Unitree exports.
10:05 AM ET
FOFoxglove
10:05 AM ETFOFoxglove
ACTUATE takeaways and inside the FCC bans - 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…
5:47 AM ET
XHX-Humanoid
5:47 AM ETXHX-Humanoid
@GordonJohnson19 on X
A robot built by Beijing's X-Humanoid ran 100 meters in 9.39 seconds on Saturday. Bolt's record is 9.58. Elsewhere at those games, robots tripped, came apart, and one caught fire. Everyone is quoting the one that caught fire. That is not the part that matters. This is. China installed roughly 276,000 industrial robots last year. The US installed about 38,000. China's operational stock is roughly 2 million units against our 394,000. Chinese firms shipped something like 80% of the world's humanoids and hold ~85% of the market. Our response, on July 28, was to add foreign-made humanoids to the…
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…
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…
8:00 AM ET
Ryan Reith and Navkendar Singh
8:00 AM ETRyan Reith and Navkendar Singh
IDC - The US Robotics Ban, Explained: Who Gets Hit?
Skip to main Skip to search Skip to footer Become a Client You have reached the bottom of the dialog. Focus is being moved to the close button. Robotics August 17, 2026 10 min What Does the US Robotics Ban on Foreign Imports Really Mean? Here’s IDC’s Take A new FCC rule quietly reshapes the US robotics market, and the robot vacuum in your closet is caught in the same net as the humanoid on the factory floor. IDC's data shows the category assumed safest, humanoid robotics, takes the hardest hit, while the category assumed most exposed, household cleaning, rides it out best. Share Share on…
8:33 AM ET
Unitree
8:33 AM ETUnitree
Trump Administration Blocks New Chinese Robots Over Spying Fears - Men's Journal
Skip to main content 2026 Best Tools Essentials for Every Craftsman Trump Administration Blocks New Chinese Robots Over Spying Fears Trump admin bans imports of new Chinese humanoid robots and power inverters over spying fears — a blow to robotics leader Unitree. Jul 30, 2026 8:33 AM EDT By Siddharth Munjal News Writer, Men's Journal 0 Add us on Photo by Gabriele Malaspina on Unsplash Photo by Gabriele Malaspina on Unsplash Washington made a big move this week: the Trump administration is banning imports of new Chinese humanoid and quadruped robots, plus new Chinese power inverters, including…
8:00 PM ET
Sidley Austin LLP
8:00 PM ETSidley Austin LLP
FCC adds foreign-produced advanced robotic devices to Covered List
On July 28, 2026, FCC PSHSB added foreign-produced advanced robotic devices to the Covered List (Public Notice DA 26-786).
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NVIDIA
$NVDA
—NVIDIA
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…