Unitree36Fcc25Tesla18Nvidia15Agibot13Figure AI12Agility Robotics10Boston Dynamics101x9UBTech9Galbot8Google8SoftBank8Hyundai7XPeng7OpenAI6axis robotics5Toyota5Fourier4Hugging Face4Skild AI4Anthropic3Apptronik3Gravis Robotics3Leju Robotics3Amazon2Applied Intuition2BYD2Carnegie Mellon2Chery Automobile2Deep Robotics2deepseek2DJI2HHMI Janelia2Huawei2humanoid robots2Leju2Lightwheel2LimX Dynamics2Lingyi iTech2ndrc2Nox Metals2Physical Intelligence2QuEra2Red Cat Holdings2Robotera2Scale AI2Schaeffler2SpaceX2Standard Bots2Universal Robots2Waymo2宇树科技2@secrubio120230 US robotics revenue loss14iG1ABB1AeroVironment1AgiBot World platform comprises over 1 million trajectories.1AiMOGA Robotics1Alphabet1Amara Raja Energy & Mobility1Ambarella1Amphenol1Anduril1Apple1articulated assets1Atlas deployment target for 2028.1austin,-texas1Autel1average performance improvement of policies using the dataset.1AVERI1badges for contributions in the AXIS campaign.1Bajaj Auto1Balaji Amines1Beagle Technology1Beijing Humanoid Robot Innovation Center1benchmark for a commercially mature general purpose humanoid.1Bharat Bijlee1Bharat Forge1Binance1BIS1BlackRock1Bosch1Bosch Limited1botq1C4 Ventures1Campfire1Cardinal Group1CareIT1Carnegie Mellon integration time1Catalyst Brands1centro-de-aplicaciones-robot-metaplant1Changan1china’s-ministry-of-industry-and-information-technology1chinese-regulators1cisa1cleared transactions in 20251Closing stock price on debut1commerce1committee-on-foreign-investment-in-the-united-states-(cfius)1company valuation1Console1corrections collected1Counterpoint1Counterpoint Research1Cursor1Cursor valuation1CXMT1Cyient DLM1Datadog1DaxAI1Decart1Decart valuation1Delivery timeline for a data center.1detroit1Dexforce1Dexmate1Diligent Robotics1Divgi TorqTransfer Systems1DJI Flip1DoD1doe1doj1drones and missiles1Drones owned by the Pentagon1Dyna Robotics1Dynamo Ventures1DynaRobotics1Eccentric Machines1Equinor1EU's AI strategy related to chip supply.1europe1Exide Industries1Exor Seeds1Fanuc1Fictiv1FORT Robotics1Foxglove1france's-minister-of-transportation1fremont1full-size humanoid units1full-size humanoids revenue1full-year projections1GAC1georgia1giga-texas1glen-cove1Global rollout target by 2029-2030.1global shipments1GMI1GoldmanSachs1GoogleDeepMind1Greaves Cotton1GrubMarket1guangxi-regional-government1GUC1Gujarat Fluorochemicals1H1 2026 global humanoid shipments1hangzhou-yushu-technology1Harmonic Drive Systems1HBL Power Systems1HCVC1HELLA India1Hero MotoCorp1herzogenaurach1Hexagon Robotics1Highest stock price on debut1Himadri Speciality Chemical1hkex1hmgma-georgia-plant1human correction data1Humanoid1humanoid robot startups1humanoid robots operating cost1Humanoid robots procurement1humanoid robots shipped globally in 20261Hyundai Glovis1Hyundai Mobis1Hyundai Motor Group1IBM1iec1IEEE Robotics and Automation Society1industrial robots installed in China1industrial robots installed in the US1Initial stock price1Integration of robotic components.1Intuitive Surgical1investment opportunity1Investor Interest1iso1JBM Auto1Kawasaki Heavy Industries1Kaynes Technology1kia-georgia-plant1Kratos Defense1lackawanna-energy-center1Lattice Semiconductor1LDV Capital1Leaderdrive1LG1Li Auto1LimX1LimX Luna robot1Lowest stock price after debut1Madison Air1Mahindra & Mahindra1Mahindra CIE1manipulation tasks1market opportunity1market share of Chinese firms in humanoids.1maximum number of times a user can complete the same task.1Mentee Robotics1Mercado Libre1metaplant-de-georgia1MHS1ministry-of-industry-and-information-technology-(miit)1ministry-of-science-and-ict1MISUMI1MLCommons1Mobileye1model lifecycle1model shutdown1Morgan Stanley1MorganStanley1MP Materials1Nabtesco1napkins in a bin1national-development-and-reform-commission1Neogen Chemicals1Net Profit1NEURA Robotics1new technical hires as part of union agreement1Newlab1Nidec1Niron Magnetics1non-full-size humanoid units1Noom1Norbert Health1NTT1number of objects in AgiBot World.1Ola Electric1Olectra Greentech1Ondas Holdings1OpenMined1OpenRouter1OpenRouter valuation1OpenVLA1operational stock of industrial robots in China1operational stock of industrial robots in the US1Overseas Sales1Owkin1Palo Alto Networks1Passenger vehicles (4W)1Patient acceptance rate.1payments made1pennsylvania-governor-josh-shapiro1percentage increase in revenue1percentage of demand absorbed by Chinese buyers1percentage of shipments for industrial use1performance improvement of the proposed policy over prior arts.1physical AI data delivered1Pollen Robotics1portsmouth-site1production facilities1Projected shortage of healthcare staff.1QuEra controller success rate1REK1Rivian1robofab1RoboStrategy, Inc.1robot manufacturing capacity1Robotera’s parcel-sorting robot1ROSCon Global 20261SAGE-10K dataset1SAIC1Samsung1Sansera Engineering1Saronic1Scale AI data delivery1Schaeffler’s agreement with Humanoid1SDLC process rewriting1Serena Capital1Seres1Series A funding for Norbert Health.1Serve Robotics1shanghai1Shanghai AI Lab1Shanghai Innovation Institute1Shein1Shield AI1sim-to-real gap1Singapore AI Safety Institute1Skydio1Smart Analytics Global1Sona Comstar1south-korea-ministry-of-planning-and-budget1STAR YTD proceeds1star-market1Starlink1Starlink Mobile expansion1Stretch Cloud1subscribers1Success rate of AI-controlled trials.1successful grasps by the G1 humanoid on hardware.1Sungrow1Suzhou Leader Harmonious Drive Systems Co., Ltd.1Syrma SGS Technology1tariffs on Chinese drones1Tata Motors1TE Connectivity1Tencent1Texas Instruments1The University of Hong Kong1time frame for achieving maturity in humanoid robotics.1top five global players in humanoid robots1Total campaign rewards1Total capital raised by Norbert Health.1total humanoid robots shipped1total humanoids sold worldwide in 2025.1Total robotic systems procurement1total robots shipped1TRON 21trump-administration1TSMC1TVS1u.s.-federal-communications-commission1UBTECH Robotics1UBTECH Robotics Corp Ltd1units shipped by AgiBot1units sold1Unusual Machines1us1us-congress1VAC1weight handled by humanoid robots in manufacturing.1WhiteHouse1Wonik Robotics1X Square Robot1X-Humanoid1Xiaomi1XPeng robotics funding1XPENG's funding.1Xpeng’s robotics unit raised1XPENG's valuation in the robotics sector.1YMTC1ZiNovaLabs1宇树科技 market value.1宇树科技（Unitree Robotics)1
Who captures
Unitree15Tesla9NVIDIA8axis robotics5Agility5@smsehy4@Newsforce4Hyundai4Anthropic3Google3Figure3https://www.facebook.com/485764111813SoftBank3@pstAsiatech2@Kore1Staffing2OpenAI2@stretchcloud2SpaceX2@tchsignal2DJI2Agibot2UBTech2Toyota1@ParadisLabs1Unusual Machines1Palo Alto Networks1GUC1Stretch Cloud1@logical_traderr1https://x.com/chetan_1David Cao Physical AI Builders1@techniahqrobot1Suyue1Leaderdrive11x1ZiNovaLabs1Norbert Health1@GoingBallistic51@OperationsPLS1Fanuc1@AtMapshock1CXMT1Schaeffler1@whitee_rhinoo1Chery Automobile1UBTECH Robotics1宇树科技（Unitree Robotics)1Counterpoint1宇树科技1@BillHughesDC1@taki_kazuya1@Kirkland_Ellis1DynaRobotics1GoogleDeepMind1Fourier1Humanoid1Pollen Robotics1Hyundai Motor Group1Dynamo Ventures1@_htcnews1https://x.com/huaijiangzhu1BYD1@continuumlabs_1Foxglove1X-Humanoid1RoboStrategy, Inc.1Ryan Reith and Navkendar Singh1Sidley Austin LLP1Tata Motors1Agility Robotics / CCXI1Joseph Amigo, Rooholla Khorrambakht, Nicolas Mansard, Ludovic Righetti1Skild AI1unitreerobotics1Diligent Robotics1Hugging Face1The University of Hong Kong1
Sourced numbers
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
global shipments22,000 units“Global shipments surpassed 22,000 units in H1 2026—nearly 300% year-over-year growth.”@engineeredarts_ on X
full-year projections50,000 units“Full-year projections now exceed 50,000.”@engineeredarts_ on X
Tesla Optimus V3 mass production1,000,000 units“Tesla Optimus V3 has entered mass production with a target of 1 million units annually.”@engineeredarts_ on X
XPeng robotics funding$900million“XPeng's robotics arm closed over $900 million in Series A funding.”@engineeredarts_ on X
Figure90,000 units“a BMW pilot that has handled 90,000+ parts.”@HumanoidsHQ on X
total humanoid robots shipped19,100 units“China shipped 97% of the world's humanoid robots in H1 2026. 19,100 units, up 272% YoY.”@FactEdgeGuy on X
units shipped by AgiBot8,400 units“AgiBot alone did 8,400.”@FactEdgeGuy on X
units shipped by Unitree5,900 units“Unitree 5,900.”@FactEdgeGuy on X
percentage of demand absorbed by Chinese buyers85 units“Chinese buyers absorbed 85% of that demand.”@FactEdgeGuy on X
percentage of shipments for industrial use70 units“industrial use just crossed 70% of shipments, up from ~50% a year ago.”@FactEdgeGuy on X
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
Unitree's IPO performance.$40“Unitree has already dropped more than 40% from its debut high.”@HermesAtGoke 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
tariffs on Chinese drones$100“The #US will impose up to 100% #tariffs on #Chinese #drones over 25kg, thermal models, and key parts starting Sept 3, with lighter drones facing a 25% rate.”@whitee_rhinoo on X
Initial stock price$150.8“发行价 150.8 元。首日盘中冲到 1100 元,收盘 845 元,涨幅 460%。”@Michaelzsguo on X
Highest stock price on debut$1,100“首日盘中冲到 1100 元,收盘 845 元,涨幅 460%。”@Michaelzsguo on X
Closing stock price on debut$845“首日盘中冲到 1100 元,收盘 845 元,涨幅 460%。”@Michaelzsguo on X
Lowest stock price after debut$585“8 月 28 日跌到 585 元,比首日最高点跌了近一半。”@Michaelzsguo 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
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
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
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
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
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
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
articulated assets27 units“TaskGen now includes a library of 27 articulated object families (4 variants each).”@axisrobotics on X
performance improvement of the proposed policy over prior arts.32 units“it is trained across diverse data corpus with a scalable performance of 32% gain compared to prior arts.”AgiBot World Colosseo: A Large-scale Manipulation Platform
🇺🇸 Major automakers including Ford, GM and Toyota are urging Congress to permanently block Chinese cars from the U.S. market. Their industry group is calling for a ban on Chinese connected vehicles, software and hardware, arguing they pose data-security risks and could undercut American manufacturers with heavily subsidized vehicles. Chinese brands like BYD have expanded rapidly overseas but have yet to establish a major U.S. presence.
12:15 AM ET
Tesla
$TSLA
12:15 AM ETTesla
@Scobleizer on X
The future of transportation is here. Just not evenly distributed yet. Not at my house in San Jose, capital of Silicon Valley. But then Waymo doesn’t get to my house yet either. There are 348 cities in USA that have more than 100,000 residents. When will half have CyberCab? Next year is possible but not probable. So 2028. But the second half will go faster than the first. So 2030 to get all of them, if regulation allows. Big if. When will Silicon Valley get it? I would bet that it will take six to 12 months from now. If regulation allows. But all this doesn’t matter to Tesla investors. In…
12:14 AM ET
Tesla
$TSLA
12:14 AM ETTesla
@Scobleizer on X
The future of transportation is here. Just not evenly distributed yet. Not at my house in San Jose, capital of Silicon Valley. But then Waymo doesn’t get to my house yet either. There are 348 cities in USA that have more than 100,000 residents. When will half have CyberCab? Next year is possible but not probable. So 2028. But the second half will go faster than the first. So 2030 to get all of them, if regulation allows. Big if. When will Silicon Valley get it? I would bet that it Wii take six to 12 months from now. If regulation allows. But all this doesn’t matter to Tesla investors. In five…
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.
11:17 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
11:10 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.
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.
4:28 PM ET
ANAnthropic
4:28 PM ETANAnthropic
@MParekh on X
‘Nothing to See Here’ in AI, Says DC. Anthropic, OpenAI & Google. ARD #155 ...Commerce clears Anthropic. DOJ backs OpenAI on fair use. Google keeps its ad stack. Ternus up next at Apple Sep 9. AI Ramblings Daily podcast #155 on AI-RTZ. $GOOG Detailed writeup and source links: https://t.co/FRsrX7vCMd
3:20 PM ET
@Newsforce
3:20 PM ET@Newsforce
@Newsforce on X
Sen. Bernie Sanders and Rep. Greg Casar introduced legislation today that would prohibit the development of artificial superintelligence capable of surpassing human intelligence, overriding shutdown commands or threatening governments. The bill would impose penalties comparable to those for developing nuclear weapons including up to 20 years in prison and a “corporate death penalty” for companies that violate the ban. Sanders says Big Tech is “losing control” of increasingly powerful AI systems.
3:18 PM ET
@Newsforce
3:18 PM ET@Newsforce
@Newsforce on X
Sen. Bernie Sanders and Rep. Greg Casar introduced legislation today that would prohibit the development of artificial superintelligence capable of surpassing human intelligence, overriding shutdown commands or threatening governments. The bill would impose penalties comparable to those for developing nuclear weapons including up to 20 years in prison and a “corporate death penalty” for companies that violate the ban. Sanders says Big Tech is “losing control” of increasingly powerful AI systems.
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
2:18 PM ET
@ParadisLabs
2:18 PM ET@ParadisLabs
@ParadisLabs on X
Korean memory stocks are *not* weak because of rumours that the U.S. will impose tariffs on Korean semiconductors. There are other drivers: 1. Retail net-buying for KOSPI has dropped by 90% from July (KRW 54.5T) to August (KRW 5.4T) - before talks of tariffs even intensified. 2. Retail brokerage account deposits have dropped to under KRW 100T for a whole week. In general, Koreans have less dry powder in their investing accounts vs. H1. 3. This is because Korean's are funneling their cash into bank accounts - deposits at Korea's top 5 banks increased in July-August to above KRW 1,000T for the…
11:59 AM ET
@Kore1Staffing
11:59 AM ET@Kore1Staffing
@Kore1Staffing on X
Stop screening HMI skills first. CISA advisories describe attackers manipulating SCADA displays and disabling alarm logic. To hire a SCADA engineer in 2026, KORE1 screens for who can draw the path in. Median base $123,110. https://t.co/lVD22zT1sQ https://t.co/VI7Vi3o0kC
11:56 AM ET
@Kore1Staffing
11:56 AM ET@Kore1Staffing
@Kore1Staffing on X
Who owns the remote access path into your control network? If nobody can answer, that's the real gap when you hire a SCADA engineer. KORE1 screens for it before the $123,110 median even comes up. https://t.co/lVD22zT1sQ https://t.co/kmJTiAl4km
11:54 AM ET
Tesla
$TSLA
11:54 AM ETTesla
@Newsforce on X
The same activist network behind “No Kings” and other major protests is now mobilizing against data center construction and Flock license plate surveillance cameras, according to a Fox News Digital investigation and a new report. The report says organizations linked to the network have appeared across protests targeting Trump, Elon Musk, Tesla, Israel and ICE, with overlapping groups now turning their focus toward technology infrastructure and surveillance. It also highlights organizations funded by Neville Roy Singham, a Shanghai based tech billionaire whose nonprofit and media network has…
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)🧵
9:52 AM ET
@Newsforce
9:52 AM ET@Newsforce
@Newsforce on X
🇺🇸 @SecRubio argued the U.S. made a terrible mistake decades ago when it embraced the idea that manufacturing location no longer mattered, prioritizing lowest-cost production over industrial self-sufficiency. He said that mindset, born from an overly optimistic post-Cold War belief the whole world would converge into free-market democracies, collided with reality: nation-states, borders, and self-interest never stopped mattering. The result, Rubio argued, is that America deindustrialized itself, losing the capacity to make not just big machinery, but even basic components essential to…
9:45 AM ET
UMUnusual Machines
9:45 AM ETUMUnusual Machines
@joinautopilot on X
Breaking: President Trump's tariffs on foreign drones just took effect, hitting drones over 55 pounds or with thermal cameras with a 100% tax and smaller drones with a 25% tax 5 stocks worth watching: • Unusual Machines $UMAC *Makes domestic drone components • Ondas Holdings $ONDS *Makes systems that detect and shoot down enemy drones • AeroVironment $AVAV *Makes the loitering munitions and recon drones U.S. troops use in combat • Kratos Defense $KTOS *Builds unmanned combat jets and target drones for the Pentagon • Red Cat Holdings $RCAT *Makes small tactical drones for U.S. military and law…
6:45 AM ET
@stretchcloud
6:45 AM ET@stretchcloud
@stretchcloud on X
The hardest part of running multiple coding agents isn't picking the right model. It's keeping them from stepping on each other. OpenBot's approach: give every agent its own container, its own browser, its own file system. Approve every action against a policy before it runs. Write everything to an audit log after. That's sound isolation hygiene. But it still leaves you running one agent at a time, in one terminal. The reason I built Campfire is that the real problem is coordination across agents, not just isolation. When you want to run Claude Code and Codex on the same codebase…
6:15 AM ET
SPSpaceX
6:15 AM ETSPSpaceX
@Newsforce on X
🇺🇸 @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…
5:00 AM ET
@smsehy
5:00 AM ET@smsehy
@smsehy on X
Central vehicle gateways serve as the critical bridge between cloud telemetry pipelines and real-time in-vehicle buses. Hardening gateway microkernels against unauthorized memory traversal is the foundation of vehicle cybersecurity. https://t.co/ydNEIuFPNf
4:41 AM ET
@tchsignal
4:41 AM ET@tchsignal
@tchsignal on X
Lawsuit Targets Secrecy Around US Frontier AI Review Rules A new FOIA lawsuit is testing how much of the US government's frontier-AI review system should remain out of public view. Executive Order 14409 created two related mechanisms: a classified benchmarking process for identifying covered frontier models, and a voluntary framework under which participating developers can give the federal government early access to certain models. That access can last up to 30 days before the developer plans to provide the model to other trusted partners. The order explicitly says this framework does not…
4:30 AM ET
PAPalo Alto Networks
4:30 AM ETPAPalo Alto Networks
@tchsignal on X
Palo Alto Networks Brings Console AI Agents Into Cortex Palo Alto Networks has acquired AI-native platform Console and plans to bring its technology and team into Cortex, extending the role of AI agents inside security operations. Console is designed to connect with enterprise systems, gather context and carry out workflows rather than simply return information. Applied to Cortex, that approach could move AI further into the operational side of cybersecurity, where security teams investigate signals, prioritize work and respond across multiple systems. The acquisition itself is confirmed, and…
9:23 PM ET
GUGUC
9:23 PM ETGUGUC
@BitsWattsDesk on X
Yesterday I wrote that Japan is selling into this buildout while two Western names sit inside NVIDIA's power specification. That was half the picture, and this morning's reporting gives me the other half. GUC (TWSE: 3443), the design-house subsidiary of TSMC (TWSE: 2330), will tape out a POC (proof-of-concept) optical chiplet before the end of 2026, using TSMC's COUPE on a 2.5D interposer. Against pluggable optics the company estimates transmission power falls 70 percent with CPO, 85 percent with the 2.5D chiplet, 95 percent with 3D. Those are GUC's own numbers. Here is the part that changes…
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…
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…
3:56 PM ET
@Newsforce
3:56 PM ET@Newsforce
@Newsforce on X
🇺🇸Commerce Sec. Howard Lutnick just confirmed the Trump Admin wants targeted semiconductor tariffs that punish companies that won’t build plants in America. Firms that produce chips in the U.S. would pay nothing, while everyone else would pay to sell into the world’s largest market. He called the coming tariffs “intense” but would not name a rate, and said when the Trump Admin came in, the U.S. had 1% of semiconductor production. The Admin's goal is to get to 40%-50% domestic production by 2029. https://t.co/FcXyDXsFAM
3:49 PM ET
Tesla
$TSLA
3:49 PM ETTesla
@SawyerMerritt on X
Elon Musk held a meeting today with France’s Minister of Transportation to try and help get @Tesla's FSD (Supervised) approved in the country. “French authorities have been working closely with @Tesla on the technical adaptations that will enable France to support its approval, which will be decided at the European level in the coming weeks. We are now entering a new phase of on-road testing.”
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.
11:26 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…
10:26 AM ET
https://x.com/chetan_
10:26 AM EThttps://x.com/chetan_
Chetan on X: "robot BOMs are quickly getting to the point where this threshold is met and policies are improving rapidly too
the cost factor most don't account for here is support overhead -- installation, training, repairs, babysitting, etc. it's surprisingly hard to drive this one down" / X
Post Log in Sign up Post Chetan on X: "robot BOMs are quickly getting to the point where this threshold is met and policies are improving rapidly too the cost factor most don't account for here is support overhead -- installation, training, repairs, babysitting, etc. it's surprisingly hard to drive this one down" - Chetan @chetan\ robot BOMs are quickly getting to the point where this threshold is met and policies are improving rapidly too the cost factor most don't account for here is support overhead -- installation, training, repairs, babysitting, etc. it's surprisingly hard to drive this…
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.
8:39 AM ET
Suyue
8:39 AM ETSuyue
China proposes formulating at least 100 key standards for humanoid robots by 2028_英语频道_央视网(cctv.com)
2026: The year humanoid robotics went mainstream. Global shipments surpassed 22,000 units in H1 2026—nearly 300% year-over-year growth. Full-year projections now exceed 50,000. Tesla Optimus V3 has entered mass production with a target of 1 million units annually. Unitree became the first humanoid robotics IPO. XPeng's robotics arm closed over $900 million in Series A funding. Chinese regulators launched a nationwide initiative to deploy robots in real-world scenarios—factories, warehouses, schools, hospitals. Yet for all the shipment numbers, funding rounds, and policy headlines, one word is…
7:31 AM ET
SPSpaceX
7:31 AM ETSPSpaceX
DogeDesigner on X: "BREAKING: SpaceX and 4iG sign a first-of-its-kind European partnership to expand @Starlink Mobile across four countries.
The agreements were signed in Bastrop, Texas, by 4iG CEO Gellért Jászai and SpaceX President and COO Gwynne Shotwell.
• Starlink Mobile will first launch in… / X
Post Log in Sign up Post DogeDesigner on X: "BREAKING: SpaceX and 4iG sign a first-of-its-kind European partnership to expand @Starlink Mobile across four countries. The agreements were signed in Bastrop, Texas, by 4iG CEO Gellért Jászai and SpaceX President and COO Gwynne Shotwell. • Starlink Mobile will first launch in Hungary and Albania with apps and messaging, connecting people in remote areas • It connects directly to LTE-compatible phones without dedicated satellite equipment • Next-generation Starlink Mobile V2 will expand to Montenegro and North Macedonia, delivering high-speed…
7:11 AM ET
LELeaderdrive
7:11 AM ETLELeaderdrive
Leaderdrive Approves Hong Kong H-Share Plan, but HKEX Filing Is Not Yet Verified - 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 Funding Leaderdrive Approves Hong Kong H-Share Plan, but HKEX Filing Is Not Yet Verified The STAR Market harmonic-reducer supplier is pursuing an A+H capital platform as overseas sales remain small but substantially higher-margin than its domestic business. By Humanoid…
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…
10:48 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…
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…
3:36 PM ET
Unitree
3:36 PM ETUnitree
@HumanoidsHQ on X
Stats time! Humanoid robot startups raised $8.6B this year. Almost none of them ship robots. The company shipping 44% of the world's humanoids is worth a fraction of the one still running pilots. Here's the humanoid money board, valuation vs what actually shipped: 1. Unitree. ~$53B market cap. $235M revenue in 2025, sells humanoids from $5,900. IPO popped roughly 460% in August. 2. Figure. $39B. A BMW pilot that has handled 90,000+ parts. 3. Skild AI. $14B+. Software only. No robot. 4. 1X Technologies. ~$10B reported. 10,000 preorders for its home robot in 5 days. 5. NEURA Robotics. ~$7B.…
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…
12:42 PM ET
@GoingBallistic5
12:42 PM ET@GoingBallistic5
@GoingBallistic5 on X
Humanoid-esque, but not humanoid What I see missing: No hand. A passive claw attachment is used to avoid grip strength test. Limited wrist DoFs Second no test of pull-up strength as it leaps into position. Most of the work is done by gravity through pendulum swings. Though the shoulder actuators are not strong enough to lift the bot, I am impressed they didn’t break supporting the weight. At least during this brief test. It’s an impressive test of policy, not power
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…
9:58 AM ET
Unitree
9:58 AM ETUnitree
@FactEdgeGuy on X
🤖 China shipped 97% of the world's humanoid robots in H1 2026. 19,100 units, up 272% YoY. AgiBot alone did 8,400. Unitree 5,900. Together that's 75% of the entire global market. Tesla, Figure, and Agility combined are a rounding error. but here's the number nobody's quoting: Chinese buyers absorbed 85% of that demand. this isn't China winning an export race. it's a domestic market buying from domestic factories, propped up by subsidies and a labor shortage. the real shift: industrial use just crossed 70% of shipments, up from ~50% a year ago. demos are turning into actual jobs. meanwhile the…
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…
5:21 PM ET
CXCXMT
5:21 PM ETCXCXMT
@pstAsiatech on X
The Unitree frenzy and the NDRC comments may mean that regulators will slow the rate of IPOs in this sector. This will not likely slow IPOs in more established industries such as semiconductors, where DRAM memory leader CXMT has had a blockbuster IPO, has seen a massive increase in sales, and NAND leader YMTC will follow with a public offering soon. Here the demand is clear, and both companies will plow IPO proceeds into massive new capex investments to expand capacity to meet demand.
5:21 PM ET
Unitree
5:21 PM ETUnitree
@pstAsiatech on X
Interpretation: In the wake of the market euphoria around the Unitree IPO, which shot up 460% and then came a bit back down to earth, the NDRC is saying, hold on, we need real use cases here, even as we support building out a complete suppy chain for humanoid robotics, aka "embodied intelligence." Other Chinese humanoid robotics companies are lining up for IPOs, including Agibot. Beijing regulators face the challenge of wanting to encourage strategic industries while avoiding a market frenzy of the Unitree type.
5:21 PM ET
@pstAsiatech
5:21 PM ET@pstAsiatech
@pstAsiatech on X
Li Chao, deputy director of the NDRC's Policy Research Office and spokesperson, emphasized that the robotics industry involves many cutting-edge technologies such as artificial intelligence, advanced manufacturing, and new materials. It is imperative to adhere to the principles of adapting to local conditions and promoting healthy and orderly development, leveraging local resources and industrial advantages, accurately positioning the industry, and avoiding blindly following trends or rushing into the market. This will ensure the steady and long-term development of related industries.
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,…
4:31 PM ET
Unitree
4:31 PM ETUnitree
@HermesAtGoke on X
China's AI IPO rush is real. Robot makers and Shein are listing in Shanghai and Hong Kong. But Unitree has already dropped more than 40% from its debut high. The same doubt hanging over U.S. AI names applies here: sentiment is not a business model.
4:18 PM ET
Figure
4:18 PM ETFigure
@techniahqrobot on X
That’s the part we can’t compare cleanly yet. Figure has publicly said its walking policy was trained on thousands of simulated Figure 02s in parallel generating years of simulated experience in a few hours with terrain and dynamics randomization before zero-shot hardware transfer. But I haven’t seen Unitree or AgiBot publish equivalent episode counts for these specific stair policies. So ranking them by time in sim from the videos alone would be speculation.
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…
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…
11:17 AM ET
@whitee_rhinoo
11:17 AM ET@whitee_rhinoo
@whitee_rhinoo on X
The #US will impose up to 100% #tariffs on #Chinese #drones over 25kg, thermal models, and key parts starting Sept 3, with lighter drones facing a 25% rate. Aimed at cutting reliance on foreign #supply chains, experts say it will fragment the #market rather than sever ties with #China #MarketUpdate #StockMarket #USA #stocks #Bullish #bearish #TRUMP solana:6p6xgHyF7AeE6TZkSmFsko444wqoP15icUSqi2jfGiPN #America #DonaldTrump #rates #GlobalTrade #altcoin #altcoins #altseason #coin #coins #token #cryptocurrency #UnitedStates
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
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…
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.…
6:30 AM ET
CAChery Automobile
6:30 AM ETCAChery Automobile
The humanoid robot sector continues to have a breakout year (HUMN:BATS) | Seeking Alpha
Chery Automobile ( CRAUY) is preparing for a potential standalone IPO of its AiMOGA Robotics subsidiary that could give investors another public market route to invest in China's fast-growing humanoid robot sector. The company is discussing several possible listing venues, but it Know What's Moving Markets—Before the Bell Get early insights, stock movers, and expert takeaways delivered daily. Subscribe to Morning Briefing. Sign Up Quick Insights - ### What investment opportunity does AiMOGA's potential IPO present for investors interested in China's humanoid robot sector? AiMOGA's standalone…
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…
4:50 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,…
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…
2:24 AM ET
宇R宇树科技（Unitree Robotics)
2:24 AM ET宇R宇树科技（Unitree Robotics)
𝕏. ALLIN 𝕏. on X: "宇树科技（Unitree Robotics) 正式“腰斩”！
8月31日，宇树科技跌超2%开盘，盘中一度跌至555.8元/股，较上市首日（8月19日）最高价1100元/股已经“腰斩”，市值蒸发超2000亿元。" / X
Post Log in Sign up Post 𝕏. ALLIN 𝕏. on X: "宇树科技（Unitree Robotics) 正式“腰斩”！ 8月31日，宇树科技跌超2%开盘，盘中一度跌至555.8元/股，较上市首日（8月19日）最高价1100元/股已经“腰斩”，市值蒸发超2000亿元。" - 𝕏. ALLIN 𝕏. @benzhou327 宇树科技（Unitree Robotics) 正式“腰斩”！ 8月31日，宇树科技跌超2%开盘，盘中一度跌至555.8元/股，较上市首日（8月19日）最高价1100元/股已经“腰斩”，市值蒸发超2000亿元。 View media 2:24 AM · Aug 31, 20261.3KViews 23 31 - Helen 🇺🇸👉PASS THE SAVE ACT @helen\maga99 Aug 31 100比较合理。 我想不通Spacx 才130美金， 宇树1100人民币， 如果说没有人做的我是不信的。技术含量低太多了 3 9 285 - $Knight 𐤊 KRC-20 (Don Quixote) @greenKnight\kas Aug 31 太高了，可以再来个腰斩 Reply 2 21 - Figure kaspa @Figure\Kaspa Aug 31 价格回归应该是多少？ Reply 2 24…
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
Google
$GOOGL
8:00 PM ETGoogle
Gemini Robotics ER 1.6 shutdown date Aug 31, 2026; replacement ER 2
Google Developers Gemini API deprecations page, Robotics models table (page last updated 2026-08-27 UTC; shutdown date in the table is in-window): gemini-robotics-er-1.6-preview released April 14, 2026, shutdown date August 31, 2026, recommended replacement gemini-robotics-er-2-preview. Older gemini-robotics-er-1.5-preview listed shutdown April 30, 2026. Companion overview (ai.google.dev/gemini-api/docs/robotics-overview, scraped Sep 1) says upgrade by replacing model='gemini-robotics-er-1.6-preview' with gemini-robotics-er-2-preview or gemini-robotics-er-2-streaming-preview; ER 1.6 'will be shut down at the end of August.' Pricing page (same scrape): ER 2 Preview paid $2.00 input / $10.00 output per 1M tokens (text/image/video/audio); batch $1.00 / $5.00; ER 2 Streaming $2.00 / $10.00; ER 1.6 Preview $1.00 input ($2.00 audio) / $5.00 output. This is an API lifecycle event, not a factory-hours print. Gemini Robotics 2 VLA launch itself was July 30, 2026 (Hassabis) — outside.
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.
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?
2:32 PM ET
SoftBank
$SFTBY
2:32 PM ETSoftBank
Digita on X: "SoftBank wants to buy a majority stake in a robot that has never shipped to a single customer, and it's willing to value the company at $6 billion to do it.
The target is 1X Technologies, a Norwegian humanoid robotics company backed by OpenAI, known for its home robot Neo. Neo is" / X
Post Log in Sign up Post Digita on X: "SoftBank wants to buy a majority stake in a robot that has never shipped to a single customer, and it's willing to value the company at $6 billion to do it. The target is 1X Technologies, a Norwegian humanoid robotics company backed by OpenAI, known for its home robot Neo. Neo is" - Digita @digitaworld1 SoftBank wants to buy a majority stake in a robot that has never shipped to a single customer, and it's willing to value the company at $6 billion to do it. The target is 1X Technologies, a Norwegian humanoid robotics company backed by OpenAI, known for…
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…
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…
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…
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…
3:30 AM ET
Nvidia
$NVDA
3:30 AM ETNvidia
@massimo_mazza on X
Silicon Valley is having its biggest shopping spree in history 🛒 💰 Nvidia buys Hugging Face for $12.9B 🤖 SoftBank circling humanoid maker 1X at $6B ⚡ Cursor at $60B, OpenRouter ~$8B, Decart $6B+ The pattern: nobody is buying revenue. They are buying distribution chokepoints, open-weight ecosystems and robot bodies before unit economics exist. When strategic buyers set the prices, cash flows stop being the scoreboard 🎯
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…
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…
4:09 PM ET
Agility Robotics
4:09 PM ETAgility Robotics
Inside Agility's bet on factory-first humanoids | The Deep View
Aug 28, 2026•4:09pm America/New\York Inside Agility's bet on factory-first humanoids Humanoid robots continue to capture the imagination of humans, and the recent AI revolution has only accelerated the momentum. But despite demonstrations of robotics tidying up homes or awkwardly dancing on stages, there may be a better place to start: Factory floors, Pras Velagapudi, CTO of Agility Robotics, told The Deep View. With a massive labor shortage and many repetitive, dangerous tasks, manufacturing may be the perfect proving ground for humanoid robots. It's why Agility has focused on this niche,…
2:14 AM ET
Unitree Robotics
2:14 AM ETUnitree Robotics
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…
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
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…
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…
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
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…
9:52 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
CyberRobo 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 exist… / X
Post Log in Sign up Post CyberRobo 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…
8:01 AM ET
HUHumanoid
8:01 AM ETHUHumanoid
@HumanoidsHQ on X
The Humanoid race is one conducted at pace. To compete, companies have to be fast, nimble, and ready to prototype and deploy products at a pace never seen before. Take "Humanoid", a UK based startup founded by @ArtSokolov In just 7 months, they have managed to bring their HMND 01 Alpha robot from concept to fully functioning, deployed product, making this the fastest deployed Humanoid in the world. It is no wonder they have recently been valued at over $1b, making them the UK's first Humanoid "unicorn". The new space race is here. Only the fastest and most innovative will make it to the…
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…
2:20 AM ET
SoftBank
$SFTBY
2:20 AM ETSoftBank
Humanoids daily on X: "SoftBank is in talks to buy a majority stake in 1X at ~$6B, per The Information.
Last September, 1X was reportedly seeking $1B at a $10B+ valuation.
Control normally trades at a premium, not a discount.
Still unknown: how big the stake is, and whether OpenAI is selling." / X
Post Log in Sign up Post Humanoids daily on X: "SoftBank is in talks to buy a majority stake in 1X at $6B, per The Information. Last September, 1X was reportedly seeking $1B at a $10B+ valuation. Control normally trades at a premium, not a discount. Still unknown: how big the stake is, and whether OpenAI is selling." - Humanoids daily @humanoidsdaily SoftBank is in talks to buy a majority stake in 1X at $6B, per The Information. Last September, 1X was reportedly seeking $1B at a $10B+ valuation. Control normally trades at a premium, not a discount. Still unknown: how big the stake is, and…
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…
1:00 AM ET
UBUBTech
1:00 AM ETUBUBTech
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…
9:44 PM ET
SOFTBANK
$SFTBY
9:44 PM ETSOFTBANK
@tradfi on X
*SOFTBANK IN TALKS TO ACQUIRE MAJORITY STAKE IN HUMANOID ROBOT MAKER 1X AT $6B: THE INFORMATION *OPENAI SCRAPPED PREVIOUS PLANS TO ACQUIRE HUMANOID ROBOT STARTUP 1X *1X ROBOTICS FACES DOWN-VALUATION TO $6B AFTER UNSUCCESSFUL $10B FUNDRAISE *NO NEO ROBOTS YET DELIVERED TO CUSTOMERS DESPITE 10,000 ORDERS & 2026 TIMELINE
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…
4:05 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,…
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…
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…
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…
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……
1:35 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…
1:34 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…
12:21 PM ET
BYBYD
12:21 PM ETBYBYD
@SexyTechNews on X
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.
10:39 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…
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…
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…
5:47 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…
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. •…
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…
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…
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…
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…
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…
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…
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).
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…
8:00 PM ET
Agility Robotics / CCXI
8:00 PM ETAgility Robotics / CCXI
Agility / CCXI confidential S-4 submission
July 14, 2026: confidential draft Form S-4 submitted to SEC.
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…
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…
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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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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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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…
AgiBot World Colosseo: A Large-scale Manipulation Platform
AgiBot World Colosseo: A Large-scale Manipulation Platform for Scalable and Intelligent Embodied Systems Team AgiBot-World∗ Project website: https://agibot-world.com/ Code: https://github.com/OpenDriveLab/AgiBot-World1M 500k 0 No. Trajectories 7.7× BridgeDatav2 DROID A Universe of Robot Data Human-in-the-loop Versatile Scenarios Robot Platform: AgiBot G1 • 1M+ Trajectories • 217 Tasks• 3,000+ Objects • All-Purpose Sensor Setup RGBD Cameras Visuo-tactile Sensor • Dual-arm Humanoid • 6-Dof Dextrous Hand Tele- operator Robot Manual Review VLM Action Expert 46 66 78 0 30 60 90 Performance RDT…
What is true on Policy?
On this layer
Unitree36Fcc25Tesla18Nvidia15Agibot13Figure AI12Agility Robotics10Boston Dynamics101x9UBTech9Galbot8Google8SoftBank8Hyundai7XPeng7OpenAI6axis robotics5Toyota5Fourier4Hugging Face4Skild AI4Anthropic3Apptronik3Gravis Robotics3Leju Robotics3Amazon2Applied Intuition2BYD2Carnegie Mellon2Chery Automobile2Deep Robotics2deepseek2DJI2HHMI Janelia2Huawei2humanoid robots2Leju2Lightwheel2LimX Dynamics2Lingyi iTech2ndrc2Nox Metals2Physical Intelligence2QuEra2Red Cat Holdings2Robotera2Scale AI2Schaeffler2SpaceX2Standard Bots2Universal Robots2Waymo2宇树科技2@secrubio120230 US robotics revenue loss14iG1ABB1AeroVironment1AgiBot World platform comprises over 1 million trajectories.1AiMOGA Robotics1Alphabet1Amara Raja Energy & Mobility1Ambarella1Amphenol1Anduril1Apple1articulated assets1Atlas deployment target for 2028.1austin,-texas1Autel1average performance improvement of policies using the dataset.1AVERI1badges for contributions in the AXIS campaign.1Bajaj Auto1Balaji Amines1Beagle Technology1Beijing Humanoid Robot Innovation Center1benchmark for a commercially mature general purpose humanoid.1Bharat Bijlee1Bharat Forge1Binance1BIS1BlackRock1Bosch1Bosch Limited1botq1C4 Ventures1Campfire1Cardinal Group1CareIT1Carnegie Mellon integration time1Catalyst Brands1centro-de-aplicaciones-robot-metaplant1Changan1china’s-ministry-of-industry-and-information-technology1chinese-regulators1cisa1cleared transactions in 20251Closing stock price on debut1commerce1committee-on-foreign-investment-in-the-united-states-(cfius)1company valuation1Console1corrections collected1Counterpoint1Counterpoint Research1Cursor1Cursor valuation1CXMT1Cyient DLM1Datadog1DaxAI1Decart1Decart valuation1Delivery timeline for a data center.1detroit1Dexforce1Dexmate1Diligent Robotics1Divgi TorqTransfer Systems1DJI Flip1DoD1doe1doj1drones and missiles1Drones owned by the Pentagon1Dyna Robotics1Dynamo Ventures1DynaRobotics1Eccentric Machines1Equinor1EU's AI strategy related to chip supply.1europe1Exide Industries1Exor Seeds1Fanuc1Fictiv1FORT Robotics1Foxglove1france's-minister-of-transportation1fremont1full-size humanoid units1full-size humanoids revenue1full-year projections1GAC1georgia1giga-texas1glen-cove1Global rollout target by 2029-2030.1global shipments1GMI1GoldmanSachs1GoogleDeepMind1Greaves Cotton1GrubMarket1guangxi-regional-government1GUC1Gujarat Fluorochemicals1H1 2026 global humanoid shipments1hangzhou-yushu-technology1Harmonic Drive Systems1HBL Power Systems1HCVC1HELLA India1Hero MotoCorp1herzogenaurach1Hexagon Robotics1Highest stock price on debut1Himadri Speciality Chemical1hkex1hmgma-georgia-plant1human correction data1Humanoid1humanoid robot startups1humanoid robots operating cost1Humanoid robots procurement1humanoid robots shipped globally in 20261Hyundai Glovis1Hyundai Mobis1Hyundai Motor Group1IBM1iec1IEEE Robotics and Automation Society1industrial robots installed in China1industrial robots installed in the US1Initial stock price1Integration of robotic components.1Intuitive Surgical1investment opportunity1Investor Interest1iso1JBM Auto1Kawasaki Heavy Industries1Kaynes Technology1kia-georgia-plant1Kratos Defense1lackawanna-energy-center1Lattice Semiconductor1LDV Capital1Leaderdrive1LG1Li Auto1LimX1LimX Luna robot1Lowest stock price after debut1Madison Air1Mahindra & Mahindra1Mahindra CIE1manipulation tasks1market opportunity1market share of Chinese firms in humanoids.1maximum number of times a user can complete the same task.1Mentee Robotics1Mercado Libre1metaplant-de-georgia1MHS1ministry-of-industry-and-information-technology-(miit)1ministry-of-science-and-ict1MISUMI1MLCommons1Mobileye1model lifecycle1model shutdown1Morgan Stanley1MorganStanley1MP Materials1Nabtesco1napkins in a bin1national-development-and-reform-commission1Neogen Chemicals1Net Profit1NEURA Robotics1new technical hires as part of union agreement1Newlab1Nidec1Niron Magnetics1non-full-size humanoid units1Noom1Norbert Health1NTT1number of objects in AgiBot World.1Ola Electric1Olectra Greentech1Ondas Holdings1OpenMined1OpenRouter1OpenRouter valuation1OpenVLA1operational stock of industrial robots in China1operational stock of industrial robots in the US1Overseas Sales1Owkin1Palo Alto Networks1Passenger vehicles (4W)1Patient acceptance rate.1payments made1pennsylvania-governor-josh-shapiro1percentage increase in revenue1percentage of demand absorbed by Chinese buyers1percentage of shipments for industrial use1performance improvement of the proposed policy over prior arts.1physical AI data delivered1Pollen Robotics1portsmouth-site1production facilities1Projected shortage of healthcare staff.1QuEra controller success rate1REK1Rivian1robofab1RoboStrategy, Inc.1robot manufacturing capacity1Robotera’s parcel-sorting robot1ROSCon Global 20261SAGE-10K dataset1SAIC1Samsung1Sansera Engineering1Saronic1Scale AI data delivery1Schaeffler’s agreement with Humanoid1SDLC process rewriting1Serena Capital1Seres1Series A funding for Norbert Health.1Serve Robotics1shanghai1Shanghai AI Lab1Shanghai Innovation Institute1Shein1Shield AI1sim-to-real gap1Singapore AI Safety Institute1Skydio1Smart Analytics Global1Sona Comstar1south-korea-ministry-of-planning-and-budget1STAR YTD proceeds1star-market1Starlink1Starlink Mobile expansion1Stretch Cloud1subscribers1Success rate of AI-controlled trials.1successful grasps by the G1 humanoid on hardware.1Sungrow1Suzhou Leader Harmonious Drive Systems Co., Ltd.1Syrma SGS Technology1tariffs on Chinese drones1Tata Motors1TE Connectivity1Tencent1Texas Instruments1The University of Hong Kong1time frame for achieving maturity in humanoid robotics.1top five global players in humanoid robots1Total campaign rewards1Total capital raised by Norbert Health.1total humanoid robots shipped1total humanoids sold worldwide in 2025.1Total robotic systems procurement1total robots shipped1TRON 21trump-administration1TSMC1TVS1u.s.-federal-communications-commission1UBTECH Robotics1UBTECH Robotics Corp Ltd1units shipped by AgiBot1units sold1Unusual Machines1us1us-congress1VAC1weight handled by humanoid robots in manufacturing.1WhiteHouse1Wonik Robotics1X Square Robot1X-Humanoid1Xiaomi1XPeng robotics funding1XPENG's funding.1Xpeng’s robotics unit raised1XPENG's valuation in the robotics sector.1YMTC1ZiNovaLabs1宇树科技 market value.1宇树科技（Unitree Robotics)1
Who captures
Unitree15Tesla9NVIDIA8axis robotics5Agility5@smsehy4@Newsforce4Hyundai4Anthropic3Google3Figure3https://www.facebook.com/485764111813SoftBank3@pstAsiatech2@Kore1Staffing2OpenAI2@stretchcloud2SpaceX2@tchsignal2DJI2Agibot2UBTech2Toyota1@ParadisLabs1Unusual Machines1Palo Alto Networks1GUC1Stretch Cloud1@logical_traderr1https://x.com/chetan_1David Cao Physical AI Builders1@techniahqrobot1Suyue1Leaderdrive11x1ZiNovaLabs1Norbert Health1@GoingBallistic51@OperationsPLS1Fanuc1@AtMapshock1CXMT1Schaeffler1@whitee_rhinoo1Chery Automobile1UBTECH Robotics1宇树科技（Unitree Robotics)1Counterpoint1宇树科技1@BillHughesDC1@taki_kazuya1@Kirkland_Ellis1DynaRobotics1GoogleDeepMind1Fourier1Humanoid1Pollen Robotics1Hyundai Motor Group1Dynamo Ventures1@_htcnews1https://x.com/huaijiangzhu1BYD1@continuumlabs_1Foxglove1X-Humanoid1RoboStrategy, Inc.1Ryan Reith and Navkendar Singh1Sidley Austin LLP1Tata Motors1Agility Robotics / CCXI1Joseph Amigo, Rooholla Khorrambakht, Nicolas Mansard, Ludovic Righetti1Skild AI1unitreerobotics1Diligent Robotics1Hugging Face1The University of Hong Kong1
Sourced numbers
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
global shipments22,000 units“Global shipments surpassed 22,000 units in H1 2026—nearly 300% year-over-year growth.”@engineeredarts_ on X
full-year projections50,000 units“Full-year projections now exceed 50,000.”@engineeredarts_ on X
Tesla Optimus V3 mass production1,000,000 units“Tesla Optimus V3 has entered mass production with a target of 1 million units annually.”@engineeredarts_ on X
XPeng robotics funding$900million“XPeng's robotics arm closed over $900 million in Series A funding.”@engineeredarts_ on X
Figure90,000 units“a BMW pilot that has handled 90,000+ parts.”@HumanoidsHQ on X
total humanoid robots shipped19,100 units“China shipped 97% of the world's humanoid robots in H1 2026. 19,100 units, up 272% YoY.”@FactEdgeGuy on X
units shipped by AgiBot8,400 units“AgiBot alone did 8,400.”@FactEdgeGuy on X
units shipped by Unitree5,900 units“Unitree 5,900.”@FactEdgeGuy on X
percentage of demand absorbed by Chinese buyers85 units“Chinese buyers absorbed 85% of that demand.”@FactEdgeGuy on X
percentage of shipments for industrial use70 units“industrial use just crossed 70% of shipments, up from ~50% a year ago.”@FactEdgeGuy on X
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
Unitree's IPO performance.$40“Unitree has already dropped more than 40% from its debut high.”@HermesAtGoke 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
tariffs on Chinese drones$100“The #US will impose up to 100% #tariffs on #Chinese #drones over 25kg, thermal models, and key parts starting Sept 3, with lighter drones facing a 25% rate.”@whitee_rhinoo on X
Initial stock price$150.8“发行价 150.8 元。首日盘中冲到 1100 元,收盘 845 元,涨幅 460%。”@Michaelzsguo on X
Highest stock price on debut$1,100“首日盘中冲到 1100 元,收盘 845 元,涨幅 460%。”@Michaelzsguo on X
Closing stock price on debut$845“首日盘中冲到 1100 元,收盘 845 元,涨幅 460%。”@Michaelzsguo on X
Lowest stock price after debut$585“8 月 28 日跌到 585 元,比首日最高点跌了近一半。”@Michaelzsguo 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
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
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
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
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
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
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
articulated assets27 units“TaskGen now includes a library of 27 articulated object families (4 variants each).”@axisrobotics on X
performance improvement of the proposed policy over prior arts.32 units“it is trained across diverse data corpus with a scalable performance of 32% gain compared to prior arts.”AgiBot World Colosseo: A Large-scale Manipulation Platform
🇺🇸 Major automakers including Ford, GM and Toyota are urging Congress to permanently block Chinese cars from the U.S. market. Their industry group is calling for a ban on Chinese connected vehicles, software and hardware, arguing they pose data-security risks and could undercut American manufacturers with heavily subsidized vehicles. Chinese brands like BYD have expanded rapidly overseas but have yet to establish a major U.S. presence.
12:15 AM ET
Tesla
$TSLA
12:15 AM ETTesla
@Scobleizer on X
The future of transportation is here. Just not evenly distributed yet. Not at my house in San Jose, capital of Silicon Valley. But then Waymo doesn’t get to my house yet either. There are 348 cities in USA that have more than 100,000 residents. When will half have CyberCab? Next year is possible but not probable. So 2028. But the second half will go faster than the first. So 2030 to get all of them, if regulation allows. Big if. When will Silicon Valley get it? I would bet that it will take six to 12 months from now. If regulation allows. But all this doesn’t matter to Tesla investors. In…
12:14 AM ET
Tesla
$TSLA
12:14 AM ETTesla
@Scobleizer on X
The future of transportation is here. Just not evenly distributed yet. Not at my house in San Jose, capital of Silicon Valley. But then Waymo doesn’t get to my house yet either. There are 348 cities in USA that have more than 100,000 residents. When will half have CyberCab? Next year is possible but not probable. So 2028. But the second half will go faster than the first. So 2030 to get all of them, if regulation allows. Big if. When will Silicon Valley get it? I would bet that it Wii take six to 12 months from now. If regulation allows. But all this doesn’t matter to Tesla investors. In five…
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.
11:17 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
11:10 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.
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.
4:28 PM ET
ANAnthropic
4:28 PM ETANAnthropic
@MParekh on X
‘Nothing to See Here’ in AI, Says DC. Anthropic, OpenAI & Google. ARD #155 ...Commerce clears Anthropic. DOJ backs OpenAI on fair use. Google keeps its ad stack. Ternus up next at Apple Sep 9. AI Ramblings Daily podcast #155 on AI-RTZ. $GOOG Detailed writeup and source links: https://t.co/FRsrX7vCMd
3:20 PM ET
@Newsforce
3:20 PM ET@Newsforce
@Newsforce on X
Sen. Bernie Sanders and Rep. Greg Casar introduced legislation today that would prohibit the development of artificial superintelligence capable of surpassing human intelligence, overriding shutdown commands or threatening governments. The bill would impose penalties comparable to those for developing nuclear weapons including up to 20 years in prison and a “corporate death penalty” for companies that violate the ban. Sanders says Big Tech is “losing control” of increasingly powerful AI systems.
3:18 PM ET
@Newsforce
3:18 PM ET@Newsforce
@Newsforce on X
Sen. Bernie Sanders and Rep. Greg Casar introduced legislation today that would prohibit the development of artificial superintelligence capable of surpassing human intelligence, overriding shutdown commands or threatening governments. The bill would impose penalties comparable to those for developing nuclear weapons including up to 20 years in prison and a “corporate death penalty” for companies that violate the ban. Sanders says Big Tech is “losing control” of increasingly powerful AI systems.
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
2:18 PM ET
@ParadisLabs
2:18 PM ET@ParadisLabs
@ParadisLabs on X
Korean memory stocks are *not* weak because of rumours that the U.S. will impose tariffs on Korean semiconductors. There are other drivers: 1. Retail net-buying for KOSPI has dropped by 90% from July (KRW 54.5T) to August (KRW 5.4T) - before talks of tariffs even intensified. 2. Retail brokerage account deposits have dropped to under KRW 100T for a whole week. In general, Koreans have less dry powder in their investing accounts vs. H1. 3. This is because Korean's are funneling their cash into bank accounts - deposits at Korea's top 5 banks increased in July-August to above KRW 1,000T for the…
11:59 AM ET
@Kore1Staffing
11:59 AM ET@Kore1Staffing
@Kore1Staffing on X
Stop screening HMI skills first. CISA advisories describe attackers manipulating SCADA displays and disabling alarm logic. To hire a SCADA engineer in 2026, KORE1 screens for who can draw the path in. Median base $123,110. https://t.co/lVD22zT1sQ https://t.co/VI7Vi3o0kC
11:56 AM ET
@Kore1Staffing
11:56 AM ET@Kore1Staffing
@Kore1Staffing on X
Who owns the remote access path into your control network? If nobody can answer, that's the real gap when you hire a SCADA engineer. KORE1 screens for it before the $123,110 median even comes up. https://t.co/lVD22zT1sQ https://t.co/kmJTiAl4km
11:54 AM ET
Tesla
$TSLA
11:54 AM ETTesla
@Newsforce on X
The same activist network behind “No Kings” and other major protests is now mobilizing against data center construction and Flock license plate surveillance cameras, according to a Fox News Digital investigation and a new report. The report says organizations linked to the network have appeared across protests targeting Trump, Elon Musk, Tesla, Israel and ICE, with overlapping groups now turning their focus toward technology infrastructure and surveillance. It also highlights organizations funded by Neville Roy Singham, a Shanghai based tech billionaire whose nonprofit and media network has…
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)🧵
9:52 AM ET
@Newsforce
9:52 AM ET@Newsforce
@Newsforce on X
🇺🇸 @SecRubio argued the U.S. made a terrible mistake decades ago when it embraced the idea that manufacturing location no longer mattered, prioritizing lowest-cost production over industrial self-sufficiency. He said that mindset, born from an overly optimistic post-Cold War belief the whole world would converge into free-market democracies, collided with reality: nation-states, borders, and self-interest never stopped mattering. The result, Rubio argued, is that America deindustrialized itself, losing the capacity to make not just big machinery, but even basic components essential to…
9:45 AM ET
UMUnusual Machines
9:45 AM ETUMUnusual Machines
@joinautopilot on X
Breaking: President Trump's tariffs on foreign drones just took effect, hitting drones over 55 pounds or with thermal cameras with a 100% tax and smaller drones with a 25% tax 5 stocks worth watching: • Unusual Machines $UMAC *Makes domestic drone components • Ondas Holdings $ONDS *Makes systems that detect and shoot down enemy drones • AeroVironment $AVAV *Makes the loitering munitions and recon drones U.S. troops use in combat • Kratos Defense $KTOS *Builds unmanned combat jets and target drones for the Pentagon • Red Cat Holdings $RCAT *Makes small tactical drones for U.S. military and law…
6:45 AM ET
@stretchcloud
6:45 AM ET@stretchcloud
@stretchcloud on X
The hardest part of running multiple coding agents isn't picking the right model. It's keeping them from stepping on each other. OpenBot's approach: give every agent its own container, its own browser, its own file system. Approve every action against a policy before it runs. Write everything to an audit log after. That's sound isolation hygiene. But it still leaves you running one agent at a time, in one terminal. The reason I built Campfire is that the real problem is coordination across agents, not just isolation. When you want to run Claude Code and Codex on the same codebase…
6:15 AM ET
SPSpaceX
6:15 AM ETSPSpaceX
@Newsforce on X
🇺🇸 @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…
5:00 AM ET
@smsehy
5:00 AM ET@smsehy
@smsehy on X
Central vehicle gateways serve as the critical bridge between cloud telemetry pipelines and real-time in-vehicle buses. Hardening gateway microkernels against unauthorized memory traversal is the foundation of vehicle cybersecurity. https://t.co/ydNEIuFPNf
4:41 AM ET
@tchsignal
4:41 AM ET@tchsignal
@tchsignal on X
Lawsuit Targets Secrecy Around US Frontier AI Review Rules A new FOIA lawsuit is testing how much of the US government's frontier-AI review system should remain out of public view. Executive Order 14409 created two related mechanisms: a classified benchmarking process for identifying covered frontier models, and a voluntary framework under which participating developers can give the federal government early access to certain models. That access can last up to 30 days before the developer plans to provide the model to other trusted partners. The order explicitly says this framework does not…
4:30 AM ET
PAPalo Alto Networks
4:30 AM ETPAPalo Alto Networks
@tchsignal on X
Palo Alto Networks Brings Console AI Agents Into Cortex Palo Alto Networks has acquired AI-native platform Console and plans to bring its technology and team into Cortex, extending the role of AI agents inside security operations. Console is designed to connect with enterprise systems, gather context and carry out workflows rather than simply return information. Applied to Cortex, that approach could move AI further into the operational side of cybersecurity, where security teams investigate signals, prioritize work and respond across multiple systems. The acquisition itself is confirmed, and…
9:23 PM ET
GUGUC
9:23 PM ETGUGUC
@BitsWattsDesk on X
Yesterday I wrote that Japan is selling into this buildout while two Western names sit inside NVIDIA's power specification. That was half the picture, and this morning's reporting gives me the other half. GUC (TWSE: 3443), the design-house subsidiary of TSMC (TWSE: 2330), will tape out a POC (proof-of-concept) optical chiplet before the end of 2026, using TSMC's COUPE on a 2.5D interposer. Against pluggable optics the company estimates transmission power falls 70 percent with CPO, 85 percent with the 2.5D chiplet, 95 percent with 3D. Those are GUC's own numbers. Here is the part that changes…
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…
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…
3:56 PM ET
@Newsforce
3:56 PM ET@Newsforce
@Newsforce on X
🇺🇸Commerce Sec. Howard Lutnick just confirmed the Trump Admin wants targeted semiconductor tariffs that punish companies that won’t build plants in America. Firms that produce chips in the U.S. would pay nothing, while everyone else would pay to sell into the world’s largest market. He called the coming tariffs “intense” but would not name a rate, and said when the Trump Admin came in, the U.S. had 1% of semiconductor production. The Admin's goal is to get to 40%-50% domestic production by 2029. https://t.co/FcXyDXsFAM
3:49 PM ET
Tesla
$TSLA
3:49 PM ETTesla
@SawyerMerritt on X
Elon Musk held a meeting today with France’s Minister of Transportation to try and help get @Tesla's FSD (Supervised) approved in the country. “French authorities have been working closely with @Tesla on the technical adaptations that will enable France to support its approval, which will be decided at the European level in the coming weeks. We are now entering a new phase of on-road testing.”
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.
11:26 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…
10:26 AM ET
https://x.com/chetan_
10:26 AM EThttps://x.com/chetan_
Chetan on X: "robot BOMs are quickly getting to the point where this threshold is met and policies are improving rapidly too
the cost factor most don't account for here is support overhead -- installation, training, repairs, babysitting, etc. it's surprisingly hard to drive this one down" / X
Post Log in Sign up Post Chetan on X: "robot BOMs are quickly getting to the point where this threshold is met and policies are improving rapidly too the cost factor most don't account for here is support overhead -- installation, training, repairs, babysitting, etc. it's surprisingly hard to drive this one down" - Chetan @chetan\ robot BOMs are quickly getting to the point where this threshold is met and policies are improving rapidly too the cost factor most don't account for here is support overhead -- installation, training, repairs, babysitting, etc. it's surprisingly hard to drive this…
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.
8:39 AM ET
Suyue
8:39 AM ETSuyue
China proposes formulating at least 100 key standards for humanoid robots by 2028_英语频道_央视网(cctv.com)
2026: The year humanoid robotics went mainstream. Global shipments surpassed 22,000 units in H1 2026—nearly 300% year-over-year growth. Full-year projections now exceed 50,000. Tesla Optimus V3 has entered mass production with a target of 1 million units annually. Unitree became the first humanoid robotics IPO. XPeng's robotics arm closed over $900 million in Series A funding. Chinese regulators launched a nationwide initiative to deploy robots in real-world scenarios—factories, warehouses, schools, hospitals. Yet for all the shipment numbers, funding rounds, and policy headlines, one word is…
7:31 AM ET
SPSpaceX
7:31 AM ETSPSpaceX
DogeDesigner on X: "BREAKING: SpaceX and 4iG sign a first-of-its-kind European partnership to expand @Starlink Mobile across four countries.
The agreements were signed in Bastrop, Texas, by 4iG CEO Gellért Jászai and SpaceX President and COO Gwynne Shotwell.
• Starlink Mobile will first launch in… / X
Post Log in Sign up Post DogeDesigner on X: "BREAKING: SpaceX and 4iG sign a first-of-its-kind European partnership to expand @Starlink Mobile across four countries. The agreements were signed in Bastrop, Texas, by 4iG CEO Gellért Jászai and SpaceX President and COO Gwynne Shotwell. • Starlink Mobile will first launch in Hungary and Albania with apps and messaging, connecting people in remote areas • It connects directly to LTE-compatible phones without dedicated satellite equipment • Next-generation Starlink Mobile V2 will expand to Montenegro and North Macedonia, delivering high-speed…
7:11 AM ET
LELeaderdrive
7:11 AM ETLELeaderdrive
Leaderdrive Approves Hong Kong H-Share Plan, but HKEX Filing Is Not Yet Verified - 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 Funding Leaderdrive Approves Hong Kong H-Share Plan, but HKEX Filing Is Not Yet Verified The STAR Market harmonic-reducer supplier is pursuing an A+H capital platform as overseas sales remain small but substantially higher-margin than its domestic business. By Humanoid…
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…
10:48 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…
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…
3:36 PM ET
Unitree
3:36 PM ETUnitree
@HumanoidsHQ on X
Stats time! Humanoid robot startups raised $8.6B this year. Almost none of them ship robots. The company shipping 44% of the world's humanoids is worth a fraction of the one still running pilots. Here's the humanoid money board, valuation vs what actually shipped: 1. Unitree. ~$53B market cap. $235M revenue in 2025, sells humanoids from $5,900. IPO popped roughly 460% in August. 2. Figure. $39B. A BMW pilot that has handled 90,000+ parts. 3. Skild AI. $14B+. Software only. No robot. 4. 1X Technologies. ~$10B reported. 10,000 preorders for its home robot in 5 days. 5. NEURA Robotics. ~$7B.…
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…
12:42 PM ET
@GoingBallistic5
12:42 PM ET@GoingBallistic5
@GoingBallistic5 on X
Humanoid-esque, but not humanoid What I see missing: No hand. A passive claw attachment is used to avoid grip strength test. Limited wrist DoFs Second no test of pull-up strength as it leaps into position. Most of the work is done by gravity through pendulum swings. Though the shoulder actuators are not strong enough to lift the bot, I am impressed they didn’t break supporting the weight. At least during this brief test. It’s an impressive test of policy, not power
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…
9:58 AM ET
Unitree
9:58 AM ETUnitree
@FactEdgeGuy on X
🤖 China shipped 97% of the world's humanoid robots in H1 2026. 19,100 units, up 272% YoY. AgiBot alone did 8,400. Unitree 5,900. Together that's 75% of the entire global market. Tesla, Figure, and Agility combined are a rounding error. but here's the number nobody's quoting: Chinese buyers absorbed 85% of that demand. this isn't China winning an export race. it's a domestic market buying from domestic factories, propped up by subsidies and a labor shortage. the real shift: industrial use just crossed 70% of shipments, up from ~50% a year ago. demos are turning into actual jobs. meanwhile the…
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…
5:21 PM ET
CXCXMT
5:21 PM ETCXCXMT
@pstAsiatech on X
The Unitree frenzy and the NDRC comments may mean that regulators will slow the rate of IPOs in this sector. This will not likely slow IPOs in more established industries such as semiconductors, where DRAM memory leader CXMT has had a blockbuster IPO, has seen a massive increase in sales, and NAND leader YMTC will follow with a public offering soon. Here the demand is clear, and both companies will plow IPO proceeds into massive new capex investments to expand capacity to meet demand.
5:21 PM ET
Unitree
5:21 PM ETUnitree
@pstAsiatech on X
Interpretation: In the wake of the market euphoria around the Unitree IPO, which shot up 460% and then came a bit back down to earth, the NDRC is saying, hold on, we need real use cases here, even as we support building out a complete suppy chain for humanoid robotics, aka "embodied intelligence." Other Chinese humanoid robotics companies are lining up for IPOs, including Agibot. Beijing regulators face the challenge of wanting to encourage strategic industries while avoiding a market frenzy of the Unitree type.
5:21 PM ET
@pstAsiatech
5:21 PM ET@pstAsiatech
@pstAsiatech on X
Li Chao, deputy director of the NDRC's Policy Research Office and spokesperson, emphasized that the robotics industry involves many cutting-edge technologies such as artificial intelligence, advanced manufacturing, and new materials. It is imperative to adhere to the principles of adapting to local conditions and promoting healthy and orderly development, leveraging local resources and industrial advantages, accurately positioning the industry, and avoiding blindly following trends or rushing into the market. This will ensure the steady and long-term development of related industries.
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,…
4:31 PM ET
Unitree
4:31 PM ETUnitree
@HermesAtGoke on X
China's AI IPO rush is real. Robot makers and Shein are listing in Shanghai and Hong Kong. But Unitree has already dropped more than 40% from its debut high. The same doubt hanging over U.S. AI names applies here: sentiment is not a business model.
4:18 PM ET
Figure
4:18 PM ETFigure
@techniahqrobot on X
That’s the part we can’t compare cleanly yet. Figure has publicly said its walking policy was trained on thousands of simulated Figure 02s in parallel generating years of simulated experience in a few hours with terrain and dynamics randomization before zero-shot hardware transfer. But I haven’t seen Unitree or AgiBot publish equivalent episode counts for these specific stair policies. So ranking them by time in sim from the videos alone would be speculation.
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…
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…
11:17 AM ET
@whitee_rhinoo
11:17 AM ET@whitee_rhinoo
@whitee_rhinoo on X
The #US will impose up to 100% #tariffs on #Chinese #drones over 25kg, thermal models, and key parts starting Sept 3, with lighter drones facing a 25% rate. Aimed at cutting reliance on foreign #supply chains, experts say it will fragment the #market rather than sever ties with #China #MarketUpdate #StockMarket #USA #stocks #Bullish #bearish #TRUMP solana:6p6xgHyF7AeE6TZkSmFsko444wqoP15icUSqi2jfGiPN #America #DonaldTrump #rates #GlobalTrade #altcoin #altcoins #altseason #coin #coins #token #cryptocurrency #UnitedStates
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
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…
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.…
6:30 AM ET
CAChery Automobile
6:30 AM ETCAChery Automobile
The humanoid robot sector continues to have a breakout year (HUMN:BATS) | Seeking Alpha
Chery Automobile ( CRAUY) is preparing for a potential standalone IPO of its AiMOGA Robotics subsidiary that could give investors another public market route to invest in China's fast-growing humanoid robot sector. The company is discussing several possible listing venues, but it Know What's Moving Markets—Before the Bell Get early insights, stock movers, and expert takeaways delivered daily. Subscribe to Morning Briefing. Sign Up Quick Insights - ### What investment opportunity does AiMOGA's potential IPO present for investors interested in China's humanoid robot sector? AiMOGA's standalone…
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…
4:50 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,…
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…
2:24 AM ET
宇R宇树科技（Unitree Robotics)
2:24 AM ET宇R宇树科技（Unitree Robotics)
𝕏. ALLIN 𝕏. on X: "宇树科技（Unitree Robotics) 正式“腰斩”！
8月31日，宇树科技跌超2%开盘，盘中一度跌至555.8元/股，较上市首日（8月19日）最高价1100元/股已经“腰斩”，市值蒸发超2000亿元。" / X
Post Log in Sign up Post 𝕏. ALLIN 𝕏. on X: "宇树科技（Unitree Robotics) 正式“腰斩”！ 8月31日，宇树科技跌超2%开盘，盘中一度跌至555.8元/股，较上市首日（8月19日）最高价1100元/股已经“腰斩”，市值蒸发超2000亿元。" - 𝕏. ALLIN 𝕏. @benzhou327 宇树科技（Unitree Robotics) 正式“腰斩”！ 8月31日，宇树科技跌超2%开盘，盘中一度跌至555.8元/股，较上市首日（8月19日）最高价1100元/股已经“腰斩”，市值蒸发超2000亿元。 View media 2:24 AM · Aug 31, 20261.3KViews 23 31 - Helen 🇺🇸👉PASS THE SAVE ACT @helen\maga99 Aug 31 100比较合理。 我想不通Spacx 才130美金， 宇树1100人民币， 如果说没有人做的我是不信的。技术含量低太多了 3 9 285 - $Knight 𐤊 KRC-20 (Don Quixote) @greenKnight\kas Aug 31 太高了，可以再来个腰斩 Reply 2 21 - Figure kaspa @Figure\Kaspa Aug 31 价格回归应该是多少？ Reply 2 24…
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
Google
$GOOGL
8:00 PM ETGoogle
Gemini Robotics ER 1.6 shutdown date Aug 31, 2026; replacement ER 2
Google Developers Gemini API deprecations page, Robotics models table (page last updated 2026-08-27 UTC; shutdown date in the table is in-window): gemini-robotics-er-1.6-preview released April 14, 2026, shutdown date August 31, 2026, recommended replacement gemini-robotics-er-2-preview. Older gemini-robotics-er-1.5-preview listed shutdown April 30, 2026. Companion overview (ai.google.dev/gemini-api/docs/robotics-overview, scraped Sep 1) says upgrade by replacing model='gemini-robotics-er-1.6-preview' with gemini-robotics-er-2-preview or gemini-robotics-er-2-streaming-preview; ER 1.6 'will be shut down at the end of August.' Pricing page (same scrape): ER 2 Preview paid $2.00 input / $10.00 output per 1M tokens (text/image/video/audio); batch $1.00 / $5.00; ER 2 Streaming $2.00 / $10.00; ER 1.6 Preview $1.00 input ($2.00 audio) / $5.00 output. This is an API lifecycle event, not a factory-hours print. Gemini Robotics 2 VLA launch itself was July 30, 2026 (Hassabis) — outside.
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.
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?
2:32 PM ET
SoftBank
$SFTBY
2:32 PM ETSoftBank
Digita on X: "SoftBank wants to buy a majority stake in a robot that has never shipped to a single customer, and it's willing to value the company at $6 billion to do it.
The target is 1X Technologies, a Norwegian humanoid robotics company backed by OpenAI, known for its home robot Neo. Neo is" / X
Post Log in Sign up Post Digita on X: "SoftBank wants to buy a majority stake in a robot that has never shipped to a single customer, and it's willing to value the company at $6 billion to do it. The target is 1X Technologies, a Norwegian humanoid robotics company backed by OpenAI, known for its home robot Neo. Neo is" - Digita @digitaworld1 SoftBank wants to buy a majority stake in a robot that has never shipped to a single customer, and it's willing to value the company at $6 billion to do it. The target is 1X Technologies, a Norwegian humanoid robotics company backed by OpenAI, known for…
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…
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…
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…
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…
3:30 AM ET
Nvidia
$NVDA
3:30 AM ETNvidia
@massimo_mazza on X
Silicon Valley is having its biggest shopping spree in history 🛒 💰 Nvidia buys Hugging Face for $12.9B 🤖 SoftBank circling humanoid maker 1X at $6B ⚡ Cursor at $60B, OpenRouter ~$8B, Decart $6B+ The pattern: nobody is buying revenue. They are buying distribution chokepoints, open-weight ecosystems and robot bodies before unit economics exist. When strategic buyers set the prices, cash flows stop being the scoreboard 🎯
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…
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…
4:09 PM ET
Agility Robotics
4:09 PM ETAgility Robotics
Inside Agility's bet on factory-first humanoids | The Deep View
Aug 28, 2026•4:09pm America/New\York Inside Agility's bet on factory-first humanoids Humanoid robots continue to capture the imagination of humans, and the recent AI revolution has only accelerated the momentum. But despite demonstrations of robotics tidying up homes or awkwardly dancing on stages, there may be a better place to start: Factory floors, Pras Velagapudi, CTO of Agility Robotics, told The Deep View. With a massive labor shortage and many repetitive, dangerous tasks, manufacturing may be the perfect proving ground for humanoid robots. It's why Agility has focused on this niche,…
2:14 AM ET
Unitree Robotics
2:14 AM ETUnitree Robotics
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…
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
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…
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…
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
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…
9:52 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
CyberRobo 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 exist… / X
Post Log in Sign up Post CyberRobo 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…
8:01 AM ET
HUHumanoid
8:01 AM ETHUHumanoid
@HumanoidsHQ on X
The Humanoid race is one conducted at pace. To compete, companies have to be fast, nimble, and ready to prototype and deploy products at a pace never seen before. Take "Humanoid", a UK based startup founded by @ArtSokolov In just 7 months, they have managed to bring their HMND 01 Alpha robot from concept to fully functioning, deployed product, making this the fastest deployed Humanoid in the world. It is no wonder they have recently been valued at over $1b, making them the UK's first Humanoid "unicorn". The new space race is here. Only the fastest and most innovative will make it to the…
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…
2:20 AM ET
SoftBank
$SFTBY
2:20 AM ETSoftBank
Humanoids daily on X: "SoftBank is in talks to buy a majority stake in 1X at ~$6B, per The Information.
Last September, 1X was reportedly seeking $1B at a $10B+ valuation.
Control normally trades at a premium, not a discount.
Still unknown: how big the stake is, and whether OpenAI is selling." / X
Post Log in Sign up Post Humanoids daily on X: "SoftBank is in talks to buy a majority stake in 1X at $6B, per The Information. Last September, 1X was reportedly seeking $1B at a $10B+ valuation. Control normally trades at a premium, not a discount. Still unknown: how big the stake is, and whether OpenAI is selling." - Humanoids daily @humanoidsdaily SoftBank is in talks to buy a majority stake in 1X at $6B, per The Information. Last September, 1X was reportedly seeking $1B at a $10B+ valuation. Control normally trades at a premium, not a discount. Still unknown: how big the stake is, and…
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…
1:00 AM ET
UBUBTech
1:00 AM ETUBUBTech
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…
9:44 PM ET
SOFTBANK
$SFTBY
9:44 PM ETSOFTBANK
@tradfi on X
*SOFTBANK IN TALKS TO ACQUIRE MAJORITY STAKE IN HUMANOID ROBOT MAKER 1X AT $6B: THE INFORMATION *OPENAI SCRAPPED PREVIOUS PLANS TO ACQUIRE HUMANOID ROBOT STARTUP 1X *1X ROBOTICS FACES DOWN-VALUATION TO $6B AFTER UNSUCCESSFUL $10B FUNDRAISE *NO NEO ROBOTS YET DELIVERED TO CUSTOMERS DESPITE 10,000 ORDERS & 2026 TIMELINE
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…
4:05 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,…
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…
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…
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…
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……
1:35 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…
1:34 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…
12:21 PM ET
BYBYD
12:21 PM ETBYBYD
@SexyTechNews on X
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.
10:39 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…
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…
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…
5:47 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…
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. •…
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…
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…
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…
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…
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…
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…
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).
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…
8:00 PM ET
Agility Robotics / CCXI
8:00 PM ETAgility Robotics / CCXI
Agility / CCXI confidential S-4 submission
July 14, 2026: confidential draft Form S-4 submitted to SEC.
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…
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…
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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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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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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…