Physical AI research library: 163 reports, papers, datasets and cases

163 resources on Physical AI with type, author, date and a short summary, grouped by topic.

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TitleTypeAuthorDateSummary
What is Physical AI (glossary)BlogNVIDIAUndated (accessed 2026-11)NVIDIA's official definition of physical AI, covering both factory robots and robotaxis. It reflects the compute vendor's perspective.
Moravec's paradoxEncyclopediaWikipediaContinuously updatedGives the original source in Moravec's 1988 book Mind Children, with added views from Brooks and Minsky. Useful for checking citations.
Moravec's Paradox and the Robot OlympicsBlogPhysical Intelligence2025-12-22Fine-tunes π0.6 to complete Robot Olympics household tasks at a 52% average success rate, while a VLM baseline without robot pretraining solved 0 tasks. It frames Moravec's paradox as a data sparsity problem.
Gemini Robotics brings AI into the physical worldBlogGoogle DeepMind2025-03-12Launches Gemini Robotics (a VLA) and the ER model, framing generality, interactivity and dexterity as three key qualities. Lists Apptronik and the ER trusted testers.
Learning Fine-Grained Bimanual Manipulation with Low-Cost Hardware (ALOHA/ACT)PaperZhao, Kumar, Levine, Finn2023-04-23A low-cost bimanual teleoperation system plus the ACT algorithm. It learns 6 fine-grained tasks from about 10 minutes of demonstrations, with 80–90% success.
Diffusion PolicyPaperChi et al. (incl. Russ Tedrake, Shuran Song)2023-03-07Generates robot actions with a diffusion model, improving 12 tasks by 46.9% on average. It became a common choice for later VLA action heads.
RT-2: Vision-Language-Action Models Transfer Web Knowledge to Robotic ControlPaperBrohan et al.2023-07-28Trains a vision-language model to output actions directly, showing web knowledge transfers to robot control. A defining work for the VLA concept.
Open X-Embodiment: Robotic Learning Datasets and RT-X ModelsPaper / datasetOpen X-Embodiment Collaboration2023-10-13An open dataset from 21 institutions covering 22 robot types and 527 skills, showing positive transfer from cross-embodiment training. A baseline fact in discussions of data scarcity.
π0: A Vision-Language-Action Flow Model for General Robot ControlPaperPhysical Intelligence (Levine, Finn, Hausman et al.)2024-10-31PI's first generalist policy, combining multi-robot, multi-task pretraining with flow-matching action generation. Published at RSS 2025.
GR00T N1: An Open Foundation Model for Generalist Humanoid RobotsPaperNVIDIA2025-03-18A dual-system VLA pairing a vision-language module with a diffusion transformer, trained on a mix of real-robot data, human video and synthetic data. Open weights.
Physical Intelligence Blog (π0.5, π0.7, Pi API)BlogPhysical Intelligence2024-10 to 2026-10A chronological view of one model company's research and commercialization path. π0.7 was released in 2026-04, and the Pi API beta launched on 2026-10-13.
World Robotics 2025 – Industrial Robots (press release)ReportIFR2025-09-25Global installations reached 542,000 units in 2024, with China at 295,000 (54%) and domestic Chinese brands reaching a 57% share for the first time. Installations are forecast to exceed 700,000 in 2028.
NVIDIA GTC 2026: NVIDIA, global robotics leaders look to take physical AI to the real worldCase studyRobotics 24/72026-03-19Summarizes Cosmos 3, GR00T N1.7/N2 and Isaac Lab 3.0, and lists humanoid and industrial-arm partners. The four major industrial-arm makers integrate Jetson.
NVIDIA Physical AI Learning (learning path)Learning pathNVIDIAAccessed 2026-11Free self-paced modules on Isaac Sim, Isaac Lab, GR00T with Unitree G1, and SO-101 sim-to-real. Most modules take 2–12 hours.
huggingface/lerobotRepositoryHugging FaceContinuously updated (28.6k stars as of 2026-11)An open-source end-to-end robot learning library supporting hardware such as SO101 and Unitree G1. The Hub hosts thousands of robot datasets.
Skild AI Blog (Series C, Zebra acquisition, S1)BlogSkild AI2024-07 to 2026-09Announced a $1.4B Series C at a valuation above $14B on 2026-01-14 and acquired Zebra's robotics business in 2026-04. A 2026-09 post says ARR exceeds $100M.
Skild AI crosses $100M ARR in 10 months, mounting an enterprise assault on robotics demo cultureCase studyHumanoids Daily2026-09-1060+ enterprise customer environments, with ARR growing from about $30M in January to over $100M; customer types include Foxconn and G10. Revenue mix: mobile bases 10%, Fetch 4%.
Figure Series C announcementCase studyFigure AI2025-09-16Led by Parkway VC at a $39B post-money valuation, with funds going to BotQ production, GPUs and human video data. A representative of the full-stack humanoid approach.
Agility Robotics goes public, merges with Churchill Capital Corp XI at $2.5 billion valuationCase studyRobotics 24/72026-06-29$2.5B pre-money valuation, gross proceeds above $620M, with Foxconn leading the PIPE; 65,000 cumulative hours across 9 sites. Multi-year orders of $300M+ are subject to milestones.
Boston Dynamics's next-gen humanoid robot will have Google DeepMind DNACase studyTechCrunch2026-01-05The production Atlas shown at CES 2026 has 56 degrees of freedom and lifts 110 lb, and serves as the first test setting for Gemini Robotics. Hyundai plans to use it for parts sequencing by 2028.
Unitree IPO first-day trading (Fortune)Case studyFortune2026-08-19Shares closed up more than 460% on day one, for a market value of about $66B; 2025 revenue was RMB 1.7B with RMB 0.6B profit, nearly 45% overseas. Most sales go to research.
AgiBot begins Hong Kong IPO process as China's embodied AI startups race to listCase studyCaixin Global2026-07-24AgiBot confirms it has started a Hong Kong IPO, with 30–50 embodied AI companies expected to follow. AgiBot and Unitree dispute each other's 2025 shipment figures.
AgiBot overtakes Unitree in humanoid shipments before IPOsDatasetHumanoid Guide (citing SAG/SCMP)2026-08-11About 19,100 humanoids shipped globally in H1 2026: AgiBot about 8,400 (44%), Unitree about 5,900 (31%). These are third-party estimates.
AI Robotics Lab in Talks to Nab $1 Billion at $11 Billion ValueCase studyBloomberg (via Bloomberg Law)2026-03-27PI is in talks to raise about $1B at a valuation above $11B, with Founders Fund expected to participate. Its previous round raised $600M at $5.6B.
Physical Intelligence Lines Up $1B Round at $20BCase studyAI Weekly (via Bloomberg)2026-10-27PI is again in talks to raise at least $1B at about $20B, led by Avenir and Lux. That nearly doubles the roughly $11.5B valuation from May.
SoftBank in talks to buy stake in 1X at $6 billion valuationCase studyReuters (via The Star)2026-08-27SoftBank is reportedly in talks to buy a majority stake in 1X at about $6B, which Reuters could not independently confirm. Also notes SoftBank's $5.4B acquisition of ABB's robotics business.
Fact Sheet: President Trump Adjusts Imports of Robotics, Industrial Machinery, and Their PartsOfficial reportThe White House2026-10-28A proclamation under Section 232 on imports of robotics and industrial machinery, directing Commerce and USTR to negotiate with trading partners. The fact sheet lists no tariff rates.
As Chinese Robotics Industry Surges, Senate Considers Limited Federal Procurement BanReportFDD2026-03-27Cotton and Schumer propose limiting federal funds for buying ground unmanned systems, including humanoids, from foreign adversaries, with a counterintelligence exemption. Cites about 300,000 installations in China in 2024.
Apptronik raises $520 million for humanoid robotsCase studyTrending Topics2026-02-12A $520M Series A-X brings total Series A funding above $935M at a valuation above $5B, with new investors including John Deere and QIA. Partners include Mercedes-Benz, GXO and Jabil.
Playground Global Portfolio / Lux Capital CompaniesOrganization pagePlayground Global; Lux CapitalAccessed 2026-11Portfolio pages of two VCs: Playground lists robotics companies such as Agility, and Lux lists Physical Intelligence.
π0: Our First Generalist PolicyBlogPhysical Intelligence2024-10-31Introduces the π0 generalist policy, pretrained on data from 8 dexterous robots plus OXE and internet data. Demos include folding laundry and clearing tables.
Sporks of AGIBlogSergey Levine2025-07-21Simulation, human video and handheld grippers are all proxy data, and stronger models learn the gap between proxy and reality. Real robot data remains indispensable.
Good Old-Fashioned Engineering Can Close the 100,000-Year "Data Gap" in RoboticsPaper (commentary)Ken Goldberg, Science Robotics2025-08Estimates internet text equals about 100,000 years of reading and argues for using traditional engineering to make robots commercially viable first, then collecting data. Cites Ambi's 22 years of data as an example.
π0.7BlogPhysical Intelligence2026-04-16A steerable generalist VLA prompted with metadata and subgoal images. Shows zero-shot cross-embodiment laundry folding and early signs of compositional generalization.
GEN-0: Embodied Foundation Models That Scale with Physical InteractionBlogGeneralist AI2025-11-04Trained on 270,000 hours of real manipulation data and reports a power law from data to performance. Only models of 7B+ parameters could absorb the pretraining data.
Octo: An Open-Source Generalist Robot PolicyPaper / repositoryOcto Model Team2024-05-20An open-source policy trained on 800,000 OXE trajectories and validated on 9 platforms. It can be fine-tuned in a few hours on a consumer GPU.
OpenVLA: An Open-Source Vision-Language-Action ModelPaper / repositoryKim et al.2024-06-13A 7B open-source VLA trained on 970,000 demonstrations, with 16.5% higher success than RT-2-X (55B). Also studies efficient fine-tuning.
Mobile ALOHAPaperFu, Zhao, Finn2024-01-04Whole-body teleoperation with a mobile base, using 50 demonstrations per task. Co-training with static data raises success by up to 90%.
Universal Manipulation Interface (UMI)Paper / hardwareChi et al.2024-02-15A handheld gripper for collecting demonstrations in the wild, using latency matching and relative-trajectory action representation. The resulting policies are hardware-agnostic.
DROID: A Large-Scale In-The-Wild Robot Manipulation DatasetDatasetKhazatsky et al.2024-03-1976,000 trajectories (350 hours) across 564 scenes, collected by 50 people on three continents over 12 months. Includes an open-source hardware reproduction guide.
AgiBot World ColosseoDataset / paperAgiBot World Contributors2025-03-091M+ trajectories across 217 tasks, improving on OXE pretraining by 30% on average. The GO-1 policy improves predictably with more data.
Data Scaling Laws in Imitation Learning for Robotic ManipulationPaperLin et al.2024-10-24Based on 40,000+ demonstrations and 15,000+ real-robot trials, generalization follows a power law in the number of environments and objects. Diversity matters far more than demonstration count.
FAST: Efficient Action Tokenization for Vision-Language-Action ModelsPaperPertsch et al.2025-01-16Compresses actions with DCT before tokenizing them, with FAST+ as a universal action tokenizer. Cuts training time by up to 5x.
π0.5: a VLA with Open-World GeneralizationPaperPhysical Intelligence2025-04-22Co-trains on heterogeneous data and completes long-horizon cleanup in new homes. Shows that knowledge transfer is key to generalization.
π*0.6: a VLA That Learns From ExperiencePaperPhysical Intelligence2025-11-18Recap: advantage-conditioned RL that improves from demonstrations, autonomous data and human interventions. Doubles throughput and halves failure rate.
Gemini Robotics: Bringing AI into the Physical WorldPaperGemini Robotics Team2025-03-25VLA and ER models built on Gemini 2.0 that learn new tasks from as few as 100 demonstrations. They can adapt to new embodiments.
Gemini Robotics 1.5PaperGemini Robotics Team2025-10-02Motion Transfer learns from multi-embodiment data, and the model thinks in language before acting. ER 1.5 sets a new state of the art in embodied reasoning.
Introducing Gemini Robotics ER 2BlogGoogle DeepMind2026-07-30A high-level reasoning model that orchestrates VLAs as tools, with video progress tracking and multi-robot collaboration. Available through the Gemini API.
NVIDIA and Global Robotics Leaders Take Physical AI to the Real WorldPress releaseNVIDIA Newsroom2026-03-16Previews the GR00T N2 world action model and opens N1.7 early access for commercial use. Releases Cosmos 3.
SmolVLAPaper / repositoryShukor et al., Hugging Face2025-06-02A 450M-parameter community VLA pretrained on fewer than 30,000 community episodes. Runs on consumer hardware.
EgoMimic: Scaling Imitation Learning via Egocentric VideoPaperKareer et al.2024-10-31Collects egocentric human data with Project Aria glasses and trains on human and robot data jointly. One hour of human hand data is worth more than robot data.
V-JEPA 2PaperAssran et al., Meta2025-06-11Self-supervised pretraining on 1M+ hours of internet video, then post-training a world model on under 62 hours of robot video. Achieves zero-shot pick-and-place in new labs.
Domain Randomization for Transferring Deep Neural Networks from Simulation to the Real WorldPaperTobin et al.2017-03-20Randomizes simulated rendering and achieves 1.5 cm localization accuracy in the real world. The first transfer to real-robot control trained only on simulated RGB.
Why Today's Humanoids Won't Learn DexterityBlog (long-form)Rodney Brooks2025-09-26Argues video cannot teach dexterity because it lacks touch and force, and end-to-end learning needs the right front end. Full-size walking humanoids carry safety risks.
F.02 Contributed to the Production of 30,000 Cars at BMWCase studyFigure AI2025-11-19Figure 02 ran at BMW for 11 months and 1,250+ hours, with published KPI targets and lessons from forearm failures. Actual KPI results were not published, and the robot has been retired.
Agility, GXO Logistics plan expanded deployment of Digit humanoidCase studyThe Robot Report2026-10-26GXO will expand Digit to two more sites from early 2027; Digit has moved 100,000+ totes at Flowery Branch. GXO is reported as saying humanoids have not yet reached ROI.
Boston Dynamics Unveils New Atlas Robot to Revolutionize IndustryCase studyBoston Dynamics2026-01-05Product Atlas: 56 degrees of freedom, 50 kg payload, autonomous battery swap, with 2026 capacity fully allocated to Hyundai RMAC and Google DeepMind. Hyundai plans a robot factory with 30,000 units of annual capacity.
Linux Foundation Announces Contribution of NewtonBlogLinux Foundation2025-09-29Newton, co-developed by Disney Research, Google DeepMind and NVIDIA, is built on Warp and OpenUSD with multiple solvers. It is hosted neutrally by the Linux Foundation.
MuJoCo PlaygroundPaperZakka et al. (Google DeepMind, UC Berkeley, et al.)2025-02-12An open-source robot learning framework on MJX that trains policies in minutes on a single GPU. Shows zero-shot sim-to-real on quadrupeds, humanoids, dexterous hands and arms.
Jetson Thor product pageReportNVIDIAAccessed 2026-11T5000: 2070 FP4 sparse TFLOPS, 128 GB, 40–130 W; T4000: 1200 TFLOPS, 64 GB. Built for on-robot inference.
NVIDIA Tells Resellers to Open Jetson AGX Thor Developer Kit Orders at $3,499BlogHackster.io2025The developer kit is priced at $3,499 with configurable 40–130 W power. Regional retail prices are higher.
Announcing General Availability for NVIDIA Isaac Sim 5.0 and NVIDIA Isaac Lab 2.2BlogNVIDIA Developer Blog2025 (SIGGRAPH 2025; first published 2025-06-16)Isaac Sim 5.0 is generally available with extensions on GitHub, while parts of Kit remain closed source. Isaac Lab 2.2 adds closed-loop evaluation of GR00T N models and supports ROS 2 Jazzy.
Genesis World (GitHub repository)RepositoryGenesis-Embodied-AI / Genesis AISince 2024-12, continuously updatedA simulation platform combining multiple physics engines, a renderer and a compiler, under Apache 2.0 with about 30k stars. Now officially supported by Genesis AI.
Genesis AI launches with $105M seed funding from Eclipse, KhoslaBlogTechCrunch2025-07-01Genesis AI raised a $105M seed round and generates synthetic data with its own physics engine. It plans to open-source part of its data engine.
ISO 10218-2:2025ReportISO2025-02Second edition of the safety standard for industrial robot applications and cells, replacing the 2011 edition. Aimed at integrators.
Updated ISO 10218: Answers to FAQsBlogA3 / Automate.org2025-03-20Explains the split between 10218-1 (manufacturers) and 10218-2 (integrators), with clearer functional safety requirements. The 2025 edition replaces the 2011 edition.
ISO 25785-1 (committee draft page)ReportISO2026 (committee draft stage)Safety for dynamically stable industrial mobile robots (legged, humanoid, wheeled balancing); Part 1 covers the robot, Part 2 the application. Still under development.
ISO 25785-1 explained and what it means for humanoid robot safetyBlogi-scoop2026Explains the scope and progress of ISO 25785-1 and says the working group met in Barcelona in 2025-10. Working group membership details are secondhand.
Safety standard for industrial mobile robot systems and applications availableBlogControl EngineeringAround 2023 (not confirmed)ANSI/A3 R15.08-2 is released for integrators, covering IMR interaction with workstations and charging stations. A Part 3 for users is planned.
UL 3300 examines safety of human-robot interactionBlogThe Robot Report2020UL 3300 is an Outline of Investigation for SCIEE service robots, focused on safety in occupied environments. It later seeded a consensus standard.
prEN ISO 13482 / ISO/DIS 13482:2024 catalog pageReportiTeh Standards (republishing CEN/ISO)2024Draft revision of ISO 13482 that broadens the scope to personal and professional service robots. It will replace the 2014 edition.
The global market for robots could reach $38 billion by 2035ReportGoldman Sachs2024Humanoid manufacturing cost range fell from $50k–250k to $30k–150k, a roughly 40% drop versus the expected 15–20%. Includes a 2035 market size forecast.
Bank of America humanoid robot forecast: 3 billion by 2060ReportFortune2026-03-13BofA estimates the BOM of a Chinese-made humanoid at about $35k in 2025 and under $17k by 2030, versus about $90k–100k per Western pilot robot. Includes long-term installation forecasts.
Unitree G1 product pageCase studyUnitreeAccessed 2026-11G1 is listed at $13.5K (excluding tax and shipping), weighs about 35 kg with 23 degrees of freedom. Battery life is about 2 hours.
Amazon deploys its one millionth robot, releases generative AI modelCase studyTechCrunch2025-07-01Amazon's millionth robot was delivered in Japan, and DeepFleet is said to improve fleet efficiency by 10%. WSJ reports robots are involved in 75% of global deliveries.
Symbotic to acquire Walmart's Advanced Systems and Robotics BusinessCase studySupply Chain 2472025-01Symbotic acquires Walmart's robotics business for $200M cash plus contingent consideration, deploying the technology to all 42 Walmart RDCs. A plan covers 400 store APD centers.
DHL Group signs MOU with Boston Dynamics for additional 1K robot deploymentCase studyRobotics 24/72025-05-13DHL signs an MoU with Boston Dynamics to deploy 1,000+ more Stretch robots and extend into case picking. Unloading reaches up to 700 cases per hour.
Apptronik press releasesCase studyApptronik2024–2026Mercedes commercial agreement (2024-03), GXO PoC (2024-06), NVIDIA simulation (2025-03), Series A above $935M (2026-02). Robot Park data collection (2026-06).
Dyna Robotics turns napkin folding into a Din Tai Fung rolloutCase studyRuntimeWire2026-08-27Dyna says Dyna-2 passed Din Tai Fung's ROI threshold, producing 1,590 table-ready napkins per shift. The main source is Dyna's own announcement.
Dyna Robotics Unveils DYNA-1Case studyRobotics Tomorrow (press release)2025-04-30DYNA-1 is claimed to fold napkins for 24 hours with zero intervention at 99% success on a fixed bimanual setup. Results are from company testing.
Keynote: From Lab to Life — Practical Lessons Deploying Humanoid RobotsTalkA3 Humanoid Robot Forum 20252025First-hand lessons from deploying humanoid robots. The speaker may be from Agility (not confirmed).
Dr. Nick Paine (team page)Team pageApptronikAccessed 2026-11Profile of Apptronik's co-founder and CTO, with a background in actuator and humanoid body design.
Humanoid robot to enter production lines at Hyundai's Georgia Metaplant in 2028Case studyThe Korea Herald2026-01The production version of Atlas is planned to join the Metaplant America line in 2028 after training at RMAC. This is a future plan, not a current deployment.
Global Robot Demand in Factories Doubles Over 10 YearsReportIFR2025-09-25542,000 industrial robots were installed worldwide in 2024, the fourth straight year above 500,000. Asia accounted for 74%.
Service Robots See Global Growth BoomReportIFR2025-10-07Nearly 200,000 professional service robots were sold in 2024: logistics 102,900, cleaning 25,000+ (+34%), agriculture 19,500 (-6%), medical 16,700 (+91%). RaaS grew 31%.
Intuitive Announces Third Quarter 2026 Earnings(8-K Ex 99.1)Case studyIntuitive Surgical / SEC2026-10-20Quarterly revenue of $3.05 billion and an installed base of 12,094 da Vinci systems. Procedure volume grew about 15%.
Symbotic Reports Fourth Quarter and Fiscal Year 2025 Results(8-K Ex 99.1)Case studySymbotic / SEC2025-11-24FY2025 revenue of $2.247 billion, up 26%, with a net loss of $91 million. Risk factors cite dependence on Walmart.
Symbotic: $22.5 Billion Backlog…BlogPanabee2025-11-24AI-generated secondary analysis claiming a $22.5 billion backlog, Walmart at 85% of revenue and an adverse internal-control audit opinion. The page itself warns it may contain errors.
AutoStore: Q3 2025 financial resultsCase studyAutoStore / Cision2025-11-06About 1,850 systems across 63 countries, with a 73.1% gross margin and 47.1% adjusted EBITDA margin. Revenue fell 3.6% year over year.
Locus Robotics surpasses 5B picksCase studyThe Robot Report2025-04-24Locus passed 5 billion cumulative picks across 150+ customers and 350+ sites. DHL alone passed 500 million picks in June 2024.
Locus Robotics surpasses 6 billion picksCase studyRobotics 24/72025-10-23The latest billion picks took 24 weeks, with annual growth of 30–40%. Incremental deployments rose by nearly 50% during peak season.
Amazon deploys 1 millionth robot / DeepFleetBlogAmazon2025-07Amazon's millionth robot was deployed in Japan, and DeepFleet improves fleet travel time by 10%. Amazon has trained 700,000+ employees since 2019.
Brain Corp mobile robot fleet reaches 250B sq ftCase studyAutomated Warehouse2024-11-1237,000+ AMRs with 19 million+ hours of autonomous operation. OEM partners include Tennant.
Brain Corp fleet tops 50,000 robots worldwideBlogArabian Post2026-08-07Claims the fleet has passed 50,000 robots, without citing a press release. Not independently confirmed.
Gecko Robotics raises $125 million… valuing startup over $1 billionCase studyCNBC (via NBC)2025-06-12Series D of $125 million at a $1.25 billion valuation, with customers including the US Navy, L3Harris, NAES and ADNOC. Revenue not disclosed.
Knightscope Reports 2025 ResultsCase studyKnightscope (via StockTitan)2026-03-302025 revenue of $11.3 million, a gross loss of $4.8 million and a net loss of $33.8 million.
Zipline raises over $600M, surpasses 2M commercial drone deliveriesCase studyThe Robot Report2026-01-222 million+ commercial deliveries at a $7.6 billion valuation, with 125 million autonomous miles flown. New sites reach 100 daily orders in about 2 days.
Walmart Celebrates 1 Million Drone DeliveriesCase study (customer account)Walmart2026-05-291 million+ drone deliveries, over 40% in a single quarter, across 66 stores in 4 states with a 23-minute average. Partners are Wing and Zipline.
Agility Robotics Highlights Commercial Momentum…Case studyAgility (via Stocktwits)2026-10-26New GXO sites, a commercial agreement with Toyota Canada and an AGCO pilot. $300 million+ in committed orders is not current-period revenue; robots have logged 65,000+ hours.
Humanoid robot Digit moves 100,000 totes at distribution centerCase studyAssembly2025-11-24Digit moved 100,000+ totes at GXO's Flowery Branch site, placing totes onto conveyors. One of the first formal commercial humanoid deployments.
Schaeffler plans global use of Agility Robotics' Digit humanoidCase studyThe Robot Report2024-11-13Schaeffler made a minority investment and will buy Digit units, with its COO citing a 'significant number' across 100 plants by 2030. GXO calls its deal the first humanoid RaaS.
Nach 10 Monaten: BMW und Figure AI schicken F.02 in RenteCase studyBimmerToday2025-11-20F.02 ran about 10 months, 1,250+ hours and 90,000+ parts. Figures come from Figure with no direct BMW statement; forearm cooling was a weak point.
Skild AI reaches $100 million in annual recurring revenue after 10 monthsCase studyRobotics & Automation News2026-09-18The founder's blog claims ARR above $100 million and 60+ paying customers, with about $50 million in cumulative recognized revenue. 90% comes from manipulation work.
AI-powered Dexterity valued at $1.65 billionCase studyRobotics 24/72025-03Raised $95 million at a $1.65 billion valuation, with customers including FedEx, UPS and GXO. Deployment scale not disclosed.
Diligent Robotics completes 300,000 pharmacy deliveries with MoxiCase studyThe Robot Report2025-07-16300,000+ pharmacy deliveries and 1 million+ total deliveries across 30+ hospitals. Hospitals are not named and time savings are not quantified.
Monarch Tractor preps for layoffs and warns employees it may shut downCase studyTechCrunch2025-11-19Monarch may lay off up to 102 people or shut down after losing Foxconn as manufacturer and facing dealer lawsuits. Over 70% of 2025 revenue came from licensing.
Deere Reveals New Autonomous Tech(CES 2025)Case studyDTN Progressive Farmer2025-01-07Deere's second-generation autonomy kit uses 16 cameras and targets tractors such as the 9RX. The incumbent is taking a retrofit route.
iRobot Bankruptcy Sees Ownership… Handed Over to SupplierCase studyCE Pro2025-12-15A prepackaged Chapter 11 hands iRobot to supplier Picea and takes it private. Causes include low-cost Chinese competitors and the failed Amazon acquisition; operations continue.
Update on Kroger Partnership(Ocado RNS)Case studyOcado (via ticker.app)2025-12-05Kroger will close 3 CFCs in January 2026 and will not build the Charlotte site. Ocado receives a one-time $350 million compensation payment.
LG Secures Majority Stake in Bear RoboticsCase study (acquirer account)LG Electronics2025-01-24LG raised its stake in Bear Robotics to 51% and is folding its CLOi commercial robots into Bear. It plans a unified software platform for commercial, industrial and home robots.
NEOCase study1X2026$200 deposit. NEO runs autonomously by default, uses scheduled 1X Expert remote supervision for tasks it cannot do, and supports VR teleoperation.
Dusty Robotics scales project layout automationCase studyFor Construction Pros2022Series B of $45 million; DPR runs 4 units across 16 projects. The product automates a single task: layout.
Here's what it could cost to hire a Digit humanoidBlog / articleThe Robot Report (Steve Crowe)2024-07-17Agility's CEO targets ROI within 2 years against $30/hour fully burdened labor, with Digit deployed as RaaS at a SPANX facility. Raising the work-to-charge ratio from 2:1 to 4:1 and 10:1 improves ROI.
GXO Signs Industry-First Multi-Year Agreement with Agility RoboticsCase studyAgility Robotics / GXO2024-06-27A multi-year RaaS agreement plus Agility Arc, converting a 2023 pilot into a commercial deal. Includes a quote from GXO's chief automation officer.
GXO Signs Industry-First Multi-Year Agreement(IR 版)Case studyGXO Investor Relations2024-06-27The buyer announced the same deal through its investor relations channel, showing it was willing to disclose it to investors. Content matches the vendor release.
DHL signs MOU for additional 1,000 robot deploymentCase studyBoston Dynamics2025-05-13MOU for 1,000+ Stretch robots. DHL runs 7,500+ robots and plans over €1 billion in automation over 3 years; includes a quote from DHL Supply Chain's global CIO.
DHL Group signs MOU with Boston DynamicsCase studyDHL Group2025-05The buyer's official release of the same MOU, emphasizing automation across its businesses. Useful to compare against the vendor version.
Walmart deal: Symbotic to acquire robotics businessCase studyDigital Commerce 3602025-01-21$200 million plus up to $350 million in contingent consideration, with Walmart paying $520 million for a development program. The 400 APDs depend on meeting performance targets.
Symbotic to Acquire Walmart's Advanced Systems and Robotics BusinessCase studySymbotic IR2025-01-16Primary announcement of the deal, which could add $5 billion or more to backlog. Includes deal terms.
Symbotic completes acquisition of Walmart's ASR businessCase studyBarchart (Symbotic press release)2025-01-28The deal closed alongside related commercial agreements. Confirms the closing date.
Hourly Robot Rentals for DistributionCase studySupermarket News2022-09-30Formic rents robots by the hour, $15/hour versus $21 for human labor, with no charge before go-live or during downtime. Small and mid-size customers re-order and report 35% savings on labor-related costs.
Formic Offers Robotics as a Service and Financing to ManufacturersArticleRobotics 24/7Not confirmedFormic's RaaS and financing options for manufacturers. Background on its pricing mechanism.
Agility Robotics Announces Strategic Investment and Agreement with SchaefflerCase studyAgility Robotics2024-11-13Schaeffler makes a minority investment and plans to buy Digit units, targeting deployment across 100 plants by 2030.
Churchill Capital Corp XI – Form 425ReportSEC EDGAR2026-06Agility merges with Churchill XI at about a $2.5 billion valuation, with $600 million+ in gross proceeds including a Foxconn-led PIPE. Customers include Amazon, GXO, Schaeffler and TMMC.
Figure humanoid robots retire after helping build 30,000 BMW carsArticleInteresting Engineering2025-11-20Over 11 months, 1,250+ hours and 30,000+ X3 vehicles, with an 84-second cycle time and 99%+ accuracy. The forearm was the main failure point.
1X Launches NEO, The Robot Redefining Life at HomeCase study1X via BusinessWire2025-10-27NEO opens for preorder at $20,000 for Early Access or via subscription. US deliveries are planned for 2026.
1X Neo is a $20,000 home robot that will learn chores via teleoperationArticleEngadget2025-10Independent coverage of the price and of how NEO learns chores through teleoperation. Discusses consumer privacy concerns.
China's Unitree debuts US$5,900 humanoid robotArticleSCMP2025-07Unitree's R1 sells for $5,900, a sharp cut from the G1 amid a price race among Chinese makers.
$5,900 Unitree R1 is an ultra-lightweight, customizable humanoid robotArticleCNX Software2025-07-30R1 specs and pricing, aimed at developers, with a comparison to the G1.
Laborers and Freight, Stock, and Material Movers, Hand – National WagesDatasetO*NET OnLine (citing BLS OEWS 2025)2025 dataNational median wage of $19.35/hour, or $40,240 per year.
Hand Laborers and Material Movers – Occupational Outlook HandbookDatasetBLS2025 data2025 median of $18.38/hour for the broad group, plus median annual pay by detailed occupation and the job outlook.
Janitors and Building Cleaners – Occupational Outlook HandbookDatasetBLS2025 dataMedian wage for janitors of $17.71/hour (May 2025), or $36,840 per year.
Employee benefits cost employers $13.58 per hour for private industry workers in June 2025DatasetBLS TED2025Private-sector total compensation of $45.65/hour, of which benefits are $13.58. This implies a burden multiplier of about 1.42.
Employer Costs for Employee Compensation – June 2025ReportBLS2025-09-12Full ECEC release with compensation costs by region and occupational group. Regional figures range from $39.94 in the South to $56.67 in the Northeast.
Schaeffler Group Invests and Agrees to Purchase Agility Robotics HumanoidsArticleAutomation World2024-11Independent coverage of the Schaeffler deal: an investment plus purchase intent across 100 plants.
The physical AI deployment gapBlogOliver Hsu / a16z2026-01-13Lab success rates do not equal field success rates. Breaks down five barriers (distribution shift, reliability, inference latency, integration, safety) and proposes infrastructure solutions.
Frontier Systems for the Physical WorldBlogOliver Hsu / a16z2026-04-15Groups robotics, autonomous science and new interfaces on a shared technical foundation and proposes five primitives. Argues the three fields reinforce each other.
Investing in Mind RoboticsBlogSarah Wang / a16z2026-03-11Explains why a16z invested in Mind Robotics, stressing the data and proving ground from Rivian's production lines. The thesis is a deployment-data-model compounding loop.
Intelligent robotics: the new era of physical AIReportAlexandra Sukin, Talia Goldberg, Bhavik Nagda / Bessemer2025-11-04Talent, technology and structural tailwinds are accelerating at once. Practical applications already pay off, but a ChatGPT moment is still years away; the ecosystem has three layers.
VC Eclipse has a new $1.3B to back and build physical AI startupsNewsTechCrunch2026-04-07Eclipse raised $1.3B, with $591M for early-stage incubation across transportation, energy, infrastructure, compute and defense. It stresses collaboration among portfolio companies and cross-industry data.
Robots are really advancing because they're learning to think for themselves, execs sayNewsFortune2026-01-06Sequoia's Stephanie Zhan and Skild AI's Deepak Pathak discuss deployment moving from industry to homes. Early deployers win through the data flywheel.
Josh Wolfe: The ChatGPT of Robotics is ComingPodcastBloomberg Odd Lots (via Lux)2024-04-22Lux co-founder on robotics' 'ChatGPT moment'. A historical thesis, useful for comparing how the argument has changed by 2026.
Rise of the Machines: Robotics & Physical AI Deliver Exits in Q1ReportPenn Mutual Asset Management2026-07-30Citing PitchBook, Q1 2026 exits totaled about $6.2B across 18 deals; citing CB Insights, 2025 funding reached $40.7B. Warns a single quarter may be an outlier.
π\*0.6: a VLA that Learns from ExperienceBlogPhysical Intelligence2025-11-17Introduces RECAP, which more than doubles throughput and cuts failure rates by more than half. Long-run examples include making coffee for 18 hours straight.
π0.7: a Steerable Model with Emergent CapabilitiesBlogPhysical Intelligence2026-04-16A model steerable by language, metadata and subgoal images, showing early compositional generalization and cross-embodiment laundry folding. Admits zero-shot air fryer use only partly succeeded.
Frontier Models for Every Robot(Pi API beta)BlogPhysical Intelligence2026-10-13Data upload, hosted fine-tuning and hosted inference, with a waitlist and no public pricing. Includes partner cases such as Actor and Almond.
The Physical Intelligence LayerCase studyPhysical Intelligence2026-02-24PI positions itself as a physical intelligence layer that divides work with hardware partners. Weave (laundry folding) and Ultra (e-commerce packing) report π0.6 beats π0.5, and partner data feeds pretraining.
Gemini Robotics 1.5 brings AI agents into the physical worldBlogGoogle DeepMind2025-09-25A dual-model setup of a VLA plus embodied reasoning; tasks learned on ALOHA 2 transfer to Apptronik Apollo and a bimanual Franka. ER 1.5 is available through the Gemini API.
Genie 3: a new frontier for world modelsBlogGoogle DeepMind2025-08-05An interactive world model at 720p and 24fps with consistency over several minutes, released as a limited research preview. DeepMind says multi-agent interaction remains an open problem.
Open X-Embodiment: Robotic Learning Datasets and RT-X ModelsPaper / datasetOpen X-Embodiment Collaboration2023-10 (arXiv 2310.08864)22 embodiments, 1 million+ trajectories and 527 skills. RT-1-X is 50% better in small-data domains, and RT-2-X shows 3x the emergent skills of RT-2.
DROID: A Large-Scale In-the-Wild Robot Manipulation DatasetDatasetDROID team (13 institutions)202476,000 trajectories, 350 hours and 564 scenes on standardized Franka hardware, capturing real-world diversity.
Isaac GR00T(GitHub)Code repositoryNVIDIA2026 (N1.7)Open-source 3B robot foundation model N1.7, trained in part on 20,000 hours of human video. Provides fine-tuning checkpoints for multiple embodiments.
openpi(GitHub)Code repositoryPhysical Intelligence2025 onwardPI's open-source code and weights for the π model family, supporting fine-tuning and inference.
Hugging Face Robotics CourseLearning resourceHugging Face2025–2026Free robot learning material built on LeRobot, suited to hands-on beginners.
Robot Learning: A TutorialPaper (tutorial)Capuano, Pascal, Zouitine, Wolf, Aractingi2025-10-14Covers RL and behavior cloning through to generalist language-conditioned models, with LeRobot code examples. A strong first read for LLM engineers moving into robotics.
Robotic ManipulationLearning resourceRuss Tedrake / MITContinuously updatedMIT's online notes on manipulation, covering classical and learning-based methods. Essential for robotics engineers.
Underactuated RoboticsLearning resourceRuss Tedrake / MITContinuously updatedMIT's online notes on underactuated systems and control, a foundation for motion control.
Waymo's skyrocketing ridership in one chartNewsTechCrunch2026-03-27500,000 paid rides per week across 10 cities with a fleet of about 3,067 vehicles. Nearly tenfold growth in under two years.
Training Data: Jim FanPodcastSequoia Capital2024How NVIDIA's GEAR lab thinks: three data sources each have trade-offs and must be combined. Also explains the case for humanoids.
Physical Intelligence 职位板Job boardPhysical IntelligenceSnapshot as of 2026-11-01About 44 open roles, including ML Infra, Data Quality, Forward Deployed and Environment positions. Data and deployment roles are concentrated.
Figure 职位板Job boardFigure AISnapshot as of 2026-11-01About 99 open roles, including Helix AI, Data Creators and Commercial Site Team. Commercial operations roles are growing.
Agility Robotics 职位板Job boardAgility RoboticsSnapshot as of 2026-11-01About 77 open roles, including Solutions Engineer, Simulation Architect and Data Platform. Most are remote or hybrid.
Apptronik / Generalist / 1X / Dyna / Mind Robotics / Standard Bots / Foxglove / Wayve 职位板Job boardVarious companiesSnapshot as of 2026-11-01Job boards covering PM, simulation, data infrastructure, partnerships and forward-deployed roles across these companies.

Compiled by ANSIOLABS from public sources and our own research. Last updated Nov 4, 2026 · 129 Physical AI companies across the value chain · U.S. robotics funding rounds of $50M+, Sep 2025 to Sep 2026