Industry
Companies, supply chains, commercialization and deployment.

Figure Robotics Gains Strength After Parting Ways With OpenAI
Figure AI founder Brett Adcock discusses the company's split from OpenAI, the critical role of real-world data in Embodied AI, and why commercial deployment precedes home adoption.

Xiaomi Unveils Dexterous Hand Solution Targeting Near-100% Task Success Rate
Xiaomi unveiled a systematic solution for robot dexterous hands on March 27, featuring biomimetic design, tactile gloves, and a sweat gland cooling system. The solution passed 150,000 grip cycles and aims for nearly 100% success rate in long-term industrial deployment.

Sunday Robotics CTO Details How $200 Gloves and Pragmatic Hardware Strategy Power Real-World Robot Deployment
Sunday Robotics' CTO Chi Cheng shares insights on data collection, supply chain management, and the company's pragmatic strategy for bringing embodied AI into homes.

Unitree's IPO Acceptance Reveals Galbot's RMB 20 Billion Valuation Logic
Unitree Technology's recent IPO acceptance has ignited the robotics industry. A detail in its prospectus reveals that Unitree sold over 15 million yuan worth of robots to Galbot between January and September 2025. This transaction highlights a clear industrial division of labor: while Unitree provides stable hardware platforms, Galbot focuses on advanced AI models and scenario-based applications, driving its valuation beyond 20 billion yuan.

Xiaomi Robots Begin Factory Internships; Magic Atom Founder Departs; PI Unveils Memory Model
Xiaomi robots begin factory internships with 90.2% success rates; Magic Atom founder Wu Changzheng resigns as the company restructures leadership; PI releases MEM to extend robot task duration; Galactic Robotics secures 2.5 billion RMB in new funding.

Simplexity Robotics Raises RMB 2 Billion in Six Months to Become Embodied AI's Youngest Unicorn
Simplexity Robotics has completed 5 rounds of financing totaling 2 billion RMB in under six months, becoming the youngest unicorn in the embodied AI sector. Backed by Tencent and Alibaba, the team features ex-Li Auto executives focusing on mass production.

Figure CEO predicts robot industry consolidation into few giants, claims two-year lead
Figure CEO Brett Adcock discusses the necessity of closed-loop control, vertical integration, and mass production in his first comprehensive interview since releasing the Helix 2 model.

Tesla’s Third-Generation Humanoid Robot to Debut; Figure AI Uses Buttocks to Close Drawers; LimX Dynamics Closes USD 200 Million Series B
This week's highlights include Tesla's Optimus V3 debut, Figure AI's Helix 02 model enabling full-body autonomous tasks, Unitree's open-source UnifoLM-VLA-0, and LimX Dynamics' $200 million Series B financing.

Optimus Sales Expected Next Year; Li Auto Resumes Humanoid Robot R&D; Microsoft Unveils VLA+ Model
Key updates: Unitree reports 2025 shipments exceeding 5,500 units; Musk anticipates public sales of Optimus by end of next year; Li Auto restarts humanoid robot development; Microsoft unveils the Rho-alpha VLA+ model for robotics.

Unitree Reports 5,500 Humanoid Shipments as Li Auto Reboots R&D Amid Industry Scaling
Unitree Tech revealed its 2025 humanoid robot shipments exceeded 5,500 units, while Li Auto has restarted R&D for humanoid robots by urgently hiring staff. This marks the industry's transition from early-stage validation to large-scale manufacturing.

Skild AI Raises RMB 9.8 Billion in Series C; 1X Unveils World Model Progress; LimX Dynamics Releases Embodied AI Agent System
Sklid AI completes a $1.4 billion (approx. 9.8 billion RMB) Series C round led by SoftBank, raising its valuation to over $14 billion. Meanwhile, 1X introduces its generative world model 1XWM for robotic autonomy, and LimX Dynamics launches COSA, an embodied agent OS for humanoid robots.

1X Reveals World Model Advances: Can NEO Robots Enter Homes?
1X has released 1XWM, a generative world model pre-trained on internet videos, to enhance NEO's autonomous capabilities and accelerate its deployment in household environments.