Industry
Companies, supply chains, commercialization and deployment.
Behind the 2030 Revenue Target of 100 Billion Yuan: What Is AgiBot Really Aiming For?
AgiBot outlines its 'XYZ Curve' strategy, aiming for 100 billion RMB in revenue by 2030. The company is shifting from performance-based demos to practical productivity applications, introducing new models like BFM and GCFM, and pioneering a RaaS (Robotics as a Service) business model akin to AWS.
Vita Dynamics Raises Nearly RMB 500 Million in Pre-A Round to Fund Humanoid Robot Development
Vita Dynamics has completed a Pre-A round of financing totaling nearly 500 million RMB, marking the largest single investment in the consumer-grade Embodied AI sector to date. The funds will support mass production and the R&D of next-generation humanoid robots.
Figure Demonstrates Multi-Robot Collaboration in Bedroom Tasks with Helix 02
Figure AI demonstrates multi-robot collaboration with two Figure 03 units using the Helix 02 model to perform complex bedroom tasks, highlighting advancements in embodied AI and scalable deployment.
Genesis AI Unveils GENE-26.5, a Full-Stack Embodied AI System for Dexterous Manipulation
Genesis AI releases GENE-26.5, a full-stack Embodied AI system enabling robots to perform complex dexterous tasks like cooking and piano playing, proving that hardware and control systems are as critical as the model itself.
Figure delivers 350 robots, targets 100,000 in four years
Figure AI has delivered over 350 Figure 03 robots, boosting production capacity 24-fold to one unit per hour. While trailing competitors like Unitree and Agibot in volume, Figure leverages scale to enhance its Helix 02 model through real-world data, setting the stage for intense industry competition in 2026-2027.
Physical Intelligence bets on cloud-based AI to make one model control all robots
Physical Intelligence's co-founder Quan Vuong discusses the robot 'ChatGPT moment', data bottlenecks, and cloud-based deployment strategies in a recent YC podcast interview.
Tesla Delays Optimus V3 Reveal to Protect IP, Targets July-August Mass Production
Elon Musk reveals Optimus V3 is ready for movement but delayed to protect IP. Mass production targets July-August, with Fremont and Texas factories scaling up.
One Year After the Robot Half-Marathon: Where Are the Top Three Teams Now?
Last year's top three humanoid robots in the half-marathon have diverged into distinct paths: industrial applications, consumer-grade companionship, and bionic emotional support. As the 2026 race approaches with stricter autonomy rules, the competition intensifies.
AgiBot Coolta Unveils All-Terrain Quadruped Platform, Targets 300,000 Units by 2030
AgiBot Coolta unveiled its all-terrain intelligent mobile and operation platform strategy, aiming for 300,000 units shipped by 2030. The new quadruped robot series leverages full-stack AGI technology to enhance adaptability and autonomy in extreme environments.
Physical Intelligence Is Valued at RMB 38.5 Billion Without Making Robots—Its Bet Is on an Operating-System-Like Platform
Physical Intelligence (PI) reached a $5.6 billion valuation by providing models to other robot teams rather than building robot hardware. Co-founder Sergey Levine discusses real-world data and the data flywheel, weak supervision through language annotations, an operating-system-like foundation for diverse robot hardware, and the role of mid-level reasoning.
Qianxun Intelligence Raises RMB 3 Billion in 30 Days, Valuing Embodied AI Firm at Over RMB 10 Billion
In just 30 days, Embodied AI company Qianxun Intelligence secured another 1 billion RMB, bringing its total financing to 3 billion RMB. With a valuation exceeding 10 billion RMB less than two and a half years after its founding, the company is accelerating its growth through a unique data-driven VLA model approach.
Embodied AI firm Galaxea raises nearly RMB 2 billion in B+ round, valuation exceeds RMB 20 billion
Embodied AI company Galaxea announced the completion of a nearly 2 billion RMB B+ round of financing. With cumulative financing approaching 5 billion RMB, its valuation has broken through 20 billion RMB, making it one of the few members of the '20 Billion Club' in China's embodied AI industry.