Humanoid

In the 30 days to October 14, 2026, MEKAWIRE verified 14 private robotics rounds with disclosed amounts worth $1,071.3 million. Compute chips took 51.3%, robot models 20.5% and data, perception and safety software 8.7%, while humanoid makers received $10 million, or 0.9%, against 13.4% between January and mid-September. The four October rounds, Mecka, Multiply Labs, SafeWorld and Minerva Humanoids, paid for what stands between a capable robot and a paid deployment, while humanoid makers raised through an IPO, a SPAC and a Form D offering.

Korea's regulatory sandbox approval on October 13 lets Robros put 20 walking humanoids beside workers at Nepes, Sungwoo Hitech, HD Hyundai Samho and Delivery Lab, lifting a fence rule written for fixed industrial robots. Set against MEKAWIRE's records, the number is small: Hyundai plans 25,000 Atlas units, UBTech sold 921 full-size humanoids in six months and Figure says it builds one robot an hour. But Korea is the only market in our data where the state has formally changed who may let a humanoid work next to people, and that permission, not robot count, is what most factory deployments are still waiting for.

How better data and human judgment can help robots move beyond demos toward reliable real-world performance.

Alberto Rodriguez, director of robot behavior for Atlas at Boston Dynamics, told The Robot Report in an interview published Oct 9 that the company's new four-finger, 13-degree-of-freedom hand is built from 13 identical, fully encapsulated actuators with no cables crossing the joints, a choice meant to make it reliable and quick to iterate. He said earlier Atlas hands could already lift objects over 100 lb, so the team cut some strength to improve actuation transparency, and that hands are too central to humanoids to buy off the shelf. Test tasks include handheld power tools, cable handling and fishing for screws. MEKAWIRE covered the hand's unveiling on Oct 1, when Boston Dynamics said it dropped the pinky to make the hand cheaper to build and repair.

Thomas Brown, senior director for engineering and technology at contract manufacturer Jabil, told The Robot Report in a written interview published Oct 8 that humanoid developers are leaving hand assembly behind and entering a phase of tens of thousands of units, where cost structure, manufacturability and quality decide who scales. He said edge compute and memory prices remain a pain point, that humanoid wiring harnesses need automotive-grade robustness in a consumer-electronics form factor, and that Jabil works with major humanoid makers in the U.S. and abroad it cannot yet name. The St. Petersburg, Florida company has worked with Apptronik to bring its Apollo humanoid into factories; MEKAWIRE's records show Apptronik has raised $923 million in verified rounds, most recently a $520 million Series A extension in February.

Mecka said in a company post on Oct 7 that it closed a $60 million Series B led by Sequoia Capital, with NVIDIA, Microsoft's M12, Qualcomm Ventures and Samsung joining and Kindred, Framework Ventures and Neo returning. The startup builds multi-sensor capture hardware, runs fleets that record people doing everyday work, and turns the footage into training data and post-trained models for robot deployments; it said run-rate revenue passed $100 million in June and that it aims for $300 million by year end. The money goes to data infrastructure, its research lab and commercial robot deployments, the company said. In MEKAWIRE's database the round would be the sixth-largest of 12 robotics Series B rounds recorded in 2026, behind Sereact's $110 million.

This White Paper gives robotics researchers and engineers an overview of a new large-scale motion capture dataset built to close the data gap limiting humanoid robot learning. It also shows how policies trained on the dataset transfer to a real humanoid robot.

As humanoid robots move from research labs into factories, warehouses, homes, and other shared spaces, accurate physical feedback becomes crucial.

The joints of today's humanoid robots come from a short list of gear and actuator makers: Harmonic Drive Systems and Nabtesco in Japan, Leaderdrive, Tuopu and Sanhua in China, and Schaeffler in Germany, while Tesla, Figure and Unitree design key parts themselves. Filings show orders reaching the Japanese incumbents first, yet Tesla's stated Fremont capacity alone implies 25 million to 30 million joint actuators a year, about 22 times the 1.15 million precision reducers Nabtesco can make annually.

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.

A vision-language-action (VLA) model is one neural network that reads camera images and a plain-language instruction and outputs a robot's next motor commands, built by training a vision-language model on robot demonstrations. Google DeepMind, Physical Intelligence, NVIDIA, Figure AI, Skild AI and AgiBot lead, and the commercial race now turns on the cost of action data rather than model design.

Shipments of professional service robots rose 24% to almost 250,000 units in 2025, led by 117,500 transport and logistics robots, the International Federation of Robotics said on 30 September 2026. The IFR counted about 7,000 full-size humanoids sold worldwide and 174 humanoid makers, more than half of them in China, and said most humanoid uses still rely on teleoperation.

Eni signed a memorandum of understanding with Genoa start-up Generative Bionics on 30 September 2026 to test the GENE.01 humanoid in inspection and remote assistance and to study producing, testing and recycling the robots' batteries at Eni sites. Chemicals arm Versalis and its subsidiary Finproject will work on the robot's feet, and Eni will assess opening its high-performance computing to Physical AI training. No financial terms were disclosed.

Direct Drive Tech, which makes direct-drive motor modules for household and wheel-legged robots, raised HK$1,080.0 million when it listed in Hong Kong on 29 September 2026. Robot-vacuum sensor supplier Camsense followed on 30 September with HK$682.0 million after retail investors oversubscribed its public tranche 3,546.91 times. Both companies depend on five customers for more than 80% of sales, their filings show.

General Intuition, which trains AI models on action-labelled gameplay clips from the Medal platform, said on 29 September 2026 that it had raised $220 million at a $6.2 billion valuation from investors including Khosla Ventures and General Catalyst. The figure is 2.7 times the $2.3 billion it disclosed with its Series A 96 days earlier, and the company has opened a waitlist for partners in robotics, simulation and games.

Hitachi has reached a basic agreement with Munich's Agile Robots to fuse their AI models into a robot "brain" for factory work and pair it with Hitachi's edge AI chips, then sell the results globally through HMAX Industry. No financial terms or launch dates were disclosed, and the deal came a day before Hitachi's separate physical AI partnership with FANUC.

Extend Robotics said on Sep 28 that it closed a GBP 2.6 million Pre-A round led by Skyworks Venture Capital Fund, with Neo Venture (Europe) and Zip Capital joining. The Reading-based teleoperation company charges customers for completed work rather than equipment, says it has 35 subscription customers, and will use the money to expand across UK and European industry and build a remote operator network.

Watney has raised an $80 million Series A co-led by the Valor Atreides AI Fund and Hummingbird Ventures, taking its total funding past $100 million. The San Francisco company runs dexterous robots for hyperscale cloud operators and claims better than 99.99% reliability over hundreds of thousands of operating hours, but it disclosed no customer names, valuation or founders.

D-Robotics, the robot-chip business Horizon Robotics stopped consolidating in March, said on 17 September 2026 it had closed a US$400 million Series C without naming a single investor or a valuation. The company says it has shipped more than 8 million Sunrise chips and that its newest S600 part won more than 20 robot customers within six months, including UBTECH, Fourier and Booster Robotics.

Humanoid, a two-year-old London robotics company, closed a $152 million Series A led by Prime Movers Lab at a $1.35 billion post-money valuation, with industrial partners Schaeffler and Bosch joining the round. The company says the money will fund mass manufacturing of its wheeled humanoid, a Beta fleet from the fourth quarter of 2026 and its KinetIQ AI software.

Figure AI said on June 30, 2026 that its Figure 03 humanoid is now working in Hall 52 of BMW Group Plant Spartanburg, sequencing parts with its Helix 02 model. The move follows Figure's April 29 disclosure that its BotQ factory went from one robot a day to one an hour in under 120 days and had delivered more than 350 units, and a May 26 agreement with JCPenney owner Catalyst Brands.

Barcelona-based THEKER has raised US$85 million in a Series A led by CRV, with Samsung, LVMH, Henkel, Mercadona and others joining, according to investor Cathay Innovation. The four-year-old company builds AI-native generalist robots that it says already run in live European production lines, but it has not named customers or disclosed a valuation.

OmniRetarget, a motion retargeting method from Amazon's Frontier AI & Robotics team and university collaborators, won both the Best Conference Paper Award and the Best Paper Award on Robot Manipulation and Locomotion at IEEE ICRA 2026 in Vienna. The method preserves contacts between body, objects and terrain, and the authors used it to generate more than 8 hours of trajectories that trained a Unitree G1 to perform parkour and box carrying in the real world without real-robot fine-tuning.

An 82-author team from Toyota Research Institute, Cornell University and MIT reported in Science Robotics on April 15, 2026 that multitask large behavior models, built on diffusion policy, outperform single-task baselines in blind, randomized trials and need far less task-specific data. The preprint version describes about 1,700 hours of robot demonstrations across more than 500 tasks and 1,800 controlled real-world trials.

Generalist AI released GEN-1 on April 2, 2026, an embodied foundation model pretrained on more than 500,000 hours of human physical interaction data captured with wearable devices and no robot data. The company reports 99% average success on tasks where its previous model reached 64%, about one hour of robot data per task and task times roughly three times faster than the prior state of the art; the results are the company's own and have not been independently replicated.

UBTech Robotics said in its 2025 annual results that revenue from full-size humanoid robots rose 2,203.7% to RMB820.6 million on 1,079 units, lifting group revenue 53.3% to RMB2.0 billion. The net loss narrowed to RMB789.8 million, while three share placings raised RMB5.78 billion to fund capacity for more than 6,000 robots a year.

UK robotics start-up Humanoid said on 30 March 2026 that its wheeled HMND 01 Alpha completed a January to February proof of concept with SAP and Turkish seat maker Martur Fompak, taking orders from SAP's AI agent in live production. It was the first time an enterprise system controlled a Humanoid robot externally, through the four-layer KinetIQ AI framework the company unveiled on 5 February.

NVIDIA used its GTC keynote on March 16, 2026 to preview Isaac GR00T N2, a robot foundation model built on its DreamZero world action model research that it says succeeds at new tasks in new environments more than twice as often as leading VLA models. It also put the 3-billion-parameter GR00T N1.7 into commercial early access and announced Cosmos 3 and Isaac Lab 3.0, with N2 due by the end of 2026.

Mind Robotics, the industrial AI robotics company founded and led by Rivian chief executive RJ Scaringe, said on March 11, 2026 that Accel and Andreessen Horowitz co-led a $500 million Series A, about four months after a $115 million seed. Rivian's filings show it deconsolidated the start-up in March, valued its remaining 37.6% at about $569 million using the Series A share price and recorded a $506 million gain, which by MEKAWIRE arithmetic implies an equity value near $1.51 billion.

BMW Group said on 27 February 2026 that Plant Leipzig will pilot Hexagon Robotics' wheeled AEON humanoid in high-voltage battery assembly and component production, after a first test in December 2025 and with the pilot phase set for summer 2026. It also set up a Munich-based Center of Competence for Physical AI in Production and published the results of its 2025 Figure 02 pilot in Spartanburg, where the robot moved more than 90,000 parts in about 1,250 hours.

Shenzhen-based LimX Dynamics said on 2 February 2026 it had closed a US$200 million Series B with investors including Stone Venture, JD, Oriental Fortune Capital, CoStone Capital and SAIC-backed Shangqi Capital. The round came three weeks after the launch of LimX COSA, the agentic operating system that runs its full-size humanoid Oli, and the company added a second US$200 million pre-IPO round 162 days later.

Figure AI on Jan. 27, 2026 released Helix 02, a robot foundation model that runs a humanoid from camera pixels and fingertip touch down to joint commands at 1 kHz, replacing 109,504 lines of hand-written C++ with a 10-million-parameter learned controller. The company showed a Figure 03 unloading and reloading a dishwasher across a full kitchen in a four-minute, 61-action run it says had no resets and no teleoperation.

Schaeffler and UK start-up Humanoid agreed on 13 January 2026 a five-year technology partnership that combines a supply contract for Schaeffler strain wave gear actuators with a purchase arrangement for humanoid robots. The German motion technology group said it would integrate several hundred humanoids into its global production network, and within a week Humanoid published pilot results from Siemens in Erlangen and Ford in Cologne.

Mobileye agreed on 5 January 2026 to buy Israeli humanoid developer Mentee Robotics for $900 million in cash and stock and closed the deal on 3 February. Its filings show chief executive Amnon Shashua, Mentee's chairman and co-founder, receives about $341 million and chief technology officer Shai Shalev-Shwartz about $118 million, with 90% of the founders' stock released only after two and four years. Mentee targets autonomous customer pilots in 2026 and series production in 2028.

NVIDIA used CES 2026 to launch the Jetson T4000, a Blackwell robot computer priced at $1,999 at 1,000-unit volume, and to release the GR00T N1.6 humanoid model and the Cosmos Reason 2 reasoning model as open models. Qualcomm answered a day earlier with its Dragonwing IQ10 robot processor and named Figure as a partner, setting up a fight for the compute socket inside humanoids.

Hugging Face said on 14 April 2025 that it had acquired Pollen Robotics, the French maker of the Reachy humanoid robots, its fifth acquisition. It will sell Pollen's Reachy 2 at US$70,000 as its first robot and tie the hardware to its open-source LeRobot software; the price and terms of the deal were not disclosed.

NEURA Robotics of Metzingen, Germany, said on 15 January 2025 it had raised EUR 120 million in a Series B round led by Lingotto Investment Management. The company said the money would fund research and development, new product launches and its Neuraverse software platform, and reported more than 300 staff, tenfold revenue growth in a year and a EUR 1 billion order book.