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Skild AI's $1.4 billion Series C, led by SoftBank, and Figure AI's $1 billion Series C, led by Parkway Venture Capital, are the two largest humanoid and embodied-AI rounds in MEKAWIRE's verified records since January 2025, and together make up 41% of the $5.86 billion disclosed across 22 rounds. Humanoid makers took 70% of disclosed money in 2025, but developers of robot foundation models have taken 71% in 2026 so far, and NVIDIA joined seven rounds without leading one.

FANUC said on Sept. 11 it will begin shipping an AI Welding Agent at the end of December 2026. The system photographs a part drawing with the CRX tablet teach pendant and generates welding conditions and robot motion without manual teaching, using Google Cloud's Gemini Enterprise. Price was not disclosed.

Yaskawa Electric said on July 15 it had developed an agentic robot system with Google DeepMind that uses Gemini Robotics ER 1.6 as the decision layer for its MOTOMAN NEXT robot. The system plans and executes tasks from high-level instructions without detailed teaching and recovers from errors on its own. Applications and delivery timing will be announced later.

Seoul on June 29 named physical AI alongside semiconductors and AI data centres as a national mega project and set out a '3M' plan for AI robots. The plan targets ten industry-specific humanoids commercialised by 2028, 1,000 robot deployments a year, data factories for ten sectors and a robot foundry in Saemangeum tied to Hyundai Motor Group investment.

FANUC said on May 13 that all of its robots will be fully supported on Intrinsic's enterprise software platform and that it has joined Google DeepMind's Gemini Robotics trusted tester programme, after shipping more than 1,000 robots for physical AI uses since December. Two days later it expanded its NVIDIA work, linking ROBOGUIDE with Isaac Sim, training a dual-arm robot with Isaac GR00T N and moving a collision-avoidance system to Jetson Thor.

Google DeepMind released Gemini Robotics-ER 1.6 on April 14, 2026, an embodied reasoning model built on Gemini 3.0 Flash and offered as a preview through the Gemini API and Google AI Studio. DeepMind said the model reads industrial instruments correctly 86% of the time, or 93% with an agentic zoom and code execution step, against 23% for ER 1.5. Boston Dynamics is using the capability for Spot facility inspections.

Munich-based Agile Robots said on 24 March 2026 it had formed a strategic research partnership with Google DeepMind to integrate Gemini Robotics foundation models with its hardware, starting with manufacturing use cases. The German company, which says it has installed more than 20,000 robotic solutions, becomes the latest hardware maker in Google's orbit after Boston Dynamics and Apptronik. No financial terms were disclosed.

Austin humanoid maker Apptronik said on 11 February 2026 that it had closed a $520 million Series A-X extension priced at three times its Series A valuation, lifting total Series A funding above $935 million. John Deere, AT&T Ventures and Qatar Investment Authority joined returning backers B Capital, Google, Mercedes-Benz and PEAK6, and the company said the money will pay for Apollo production, training and data facilities and a new robot due in 2026.

Google DeepMind on 25 September 2025 introduced Gemini Robotics 1.5, a vision-language-action model that reasons in natural language before moving and transfers skills across robot bodies, alongside Gemini Robotics-ER 1.5, an embodied reasoning model opened to developers as a preview in the Gemini API. In its technical report, the pairing of the two cut total subtask failures on long-horizon tasks to 22% from 44.5% when a general Gemini 2.5 Flash model did the planning.

Google DeepMind on June 24, 2025 released Gemini Robotics On-Device, a vision-language-action model built to run locally on a robot with no network link. It is the first VLA the lab is letting outside developers fine-tune, through a new Gemini Robotics SDK offered to trusted testers, and DeepMind says it adapted the model from its ALOHA training rig to a bi-arm Franka FR3 and Apptronik's Apollo humanoid.

Physical Intelligence on 22 April 2025 published π0.5, a vision-language-action model that drove mobile manipulators through 10- to 15-minute cleaning jobs in three homes absent from its training set. The San Francisco start-up says co-training on data from other robots, web tasks and spoken coaching, rather than more home-robot data alone, is what lets the model generalise, and its own ablations show which ingredients matter most.

Google DeepMind on 12 March 2025 introduced Gemini Robotics, a vision-language-action model built on Gemini 2.0 that issues motor commands, and Gemini Robotics-ER, a spatial reasoning model for robot makers. The lab said the action model more than doubles performance on a generalization benchmark against other leading models, named Apptronik as its humanoid partner and opened Gemini Robotics-ER to four trusted testers including Boston Dynamics and Agility Robotics.

Austin humanoid maker Apptronik said on 13 February 2025 it had raised a US$350 million Series A co-led by B Capital and Capital Factory, with Google participating. The round is more than 12 times the US$28 million the company had raised before and will fund Apollo production, new robot iterations and wider deployments in 2025.