Who makes the gearbox?
| Time | Entity | Sector | Event / capture |
|---|---|---|---|
| 11:10 PM ET | @smsehy | 11:10 PM ET@smsehy @smsehy on X The hand and forearm expose the real physical limits of miniature motor winding, high-ratio planetary gearing, and thermal dissipation inside a 25mm joint envelope. Volume manufacturing only works when those electromechanical modules survive millions of continuous cycles without manual shimming. | |
| 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. | |
| 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… | |
| 5:00 PM ET | SCSchaeffler | 5:00 PM ETSCSchaeffler The hardest problem in physical AI may be the magnet, not the model Skip to content AI Learning and Artificial Intelligence Credit: Canva Actuators account for 40% to 60% of a humanoid robot’s bill of materials and China refines roughly 90% of the rare earth magnets inside them, which makes the components rather than the models the limit on scale. Europe has a 2030 cap on single country supply under the Critical Raw Materials Act, and one company, Schaeffler, building the actuators at volume. The hardest problem in physical AI is not the AI. Actuators are in short supply from a small pool of qualified manufacturers, and new capacity takes years, not quarters,… | |
| 4:46 PM ET | @ctorobotics | 4:46 PM ET@ctorobotics @ctorobotics on X A 200-year-old mechanical principle still matters in robotics. ⚙️🤖 The Oldham coupling, dating back to the 19th century, is designed to transmit rotation between shafts that are not perfectly aligned. Its clever sliding-disc mechanism allows the shafts to accommodate parallel misalignment while maintaining rotational motion. Simple mechanical engineering. Huge impact. Would you still choose a classic mechanical solution over a more complex modern design? 🎥 Media: @Rainmaker1973 ( X ) ⚠️ This content is shared for informational purposes only. CTO Robotics Media is a media platform and does… | |
| 11:48 PM ET | 11:48 PM ET 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 AM ET | @santoshsingh1 | 10:56 AM ET@santoshsingh1 @santoshsingh1 on X 4/11 – What is the key question: ❌ Which humanoid robot will win? Tesla? Unitree? Figure? Someone else? ➡️What does EVERY humanoid robot need? Because the winner may change. The supply chain doesn't. Actuators can potentially represent ~40–60% of a humanoid's BOM. And inside the actuator? Gearbox Motor Driver Bearings Sensors Go one level deeper. The gearbox itself can represent roughly 30–50% of actuator cost. So the investment trail starts looking like: Robot → Actuator → Gearbox Follow the value. | |
| 2:14 AM ET | 2:14 AM ET IHR006 | Monthly Insight | August 2026 – Industry Humanoid Robotics Skip to content IHR006 \| Monthly Insight \| August 2026 Unitree Robotics Soars 460% in Shanghai STAR Market Debut Unitree Robotics made a striking debut on Shanghai’s STAR Market, underscoring strong investor enthusiasm for China’s humanoid robotics sector. Founded in 2016 by entrepreneur Wang Xingxing in Hangzhou, the company raised approximately 6.1 billion yuan ($904 million) through its IPO on the Shanghai Stock Exchange’s Nasdaq-style technology board. Image: Unitree Unitree priced its shares at 150.80 yuan ($22.36) each, but investor demand drove the stock sharply higher on its first… | ||
| 9:44 AM ET | ELELECTROMATE | 9:44 AM ETELELECTROMATE @Electromate on X High-Performance Gearheads for Servo and Stepper Motors HarmonicPlanetary® HPGP / HPG / HPN / HPF / HPG Helical HarmonicDrive® CSG-GH / CSF-GH Sold & Serviced by: ELECTROMATE Toll Free Phone: (877) SERV098 Toll Free Fax: (877) SERV099 www.electromate.com sales@electromate.com Revolutionary Technology for Evolving Industries Harmonic Drive LLC engineers and manufactures precision servo actuators, gearheads and gear component sets. We work with industry-leading customers and companies of all sizes to provide both standard product and custom-engineered solutions to meet their mission critical… | |
| 3:30 AM ET | NPNabtesco Precision Europe GmbH | 3:30 AM ETNPNabtesco Precision Europe GmbH Humanoid Robotics Technology on X: "Nabtesco Precision Europe GmbH's strain wave gears redefine humanoid robotics and automation.
Designed to meet specific application requirements, Nabtesco's strain wave gears can be individually tailored for performance, geometry, materials, interfaces, and gear… / X Post Log in Sign up Post Humanoid Robotics Technology on X: "Nabtesco Precision Europe GmbH's strain wave gears redefine humanoid robotics and automation. Designed to meet specific application requirements, Nabtesco's strain wave gears can be individually tailored for performance, geometry, materials, interfaces, and gearbox characteristics, with component and system-level integration available where required. Strain Wave Gear Features: ✔️ Adaptable torsional rigidity to meet your control system requirements ✔️ Higher dynamic torque compared to conventional strain wave gears ✔️ Cross-size… | |
| — | — 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… |