Skild AI

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.

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.

Anthropic economists scored about 19,000 O*NET job tasks and concluded that robots can technically perform 74% of physical tasks in the US, yet beat human labour on cost for only 0.3% of tasks. At the historical 3% annual decline in robot prices, the study estimates it would take 40 years for that share to reach 10%.

Runway announced Praxis-1 on 30 September 2026, an open-weight world action model that converts its large-scale video pretraining into control for real robots. Early tests run with Noble Machines, Standard Bots and Ultra on bimanual, six-axis arm and mobile-base hardware, and public weights are promised in the coming months.

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.

AMD will buy Fei-Fei Li's World Labs for about $8.2 billion in shares, the largest robotics or physical-AI acquisition value in MEKAWIRE's 2026 records and about 1.5 times the enterprise value SoftBank agreed for ABB's whole robot division. AMD frames it as model expertise for its chip roadmap, not a robot product.

The Open Agent Safety Platform pairs open-source OpenShell software with a Sentry reference design. NVIDIA names three robotics companies using it to put safety limits on physical systems.

Figure AI said in a research post on Sept 17 that its new Helix 2.5 model ran three whole-body household tasks, tidying living rooms, folding towels and making beds, in 30 Bay Area homes where no data had been collected and with objects absent from its training set. In blind trials scored pass or fail on the whole task, a policy pretrained on Figure's Index dataset of human behaviour succeeded 56% of the time, against 9% for an identical policy trained from scratch, and it matched a Helix 02 policy's success rate with half the task-specific data. Figure also reported what it calls the first human-to-humanoid transfer scaling law: across an 8x range of Index data, test loss fell predictably enough to forecast its largest run to four decimal places. The company said Index now adds about 35 minutes of human experience every second and that it has committed $3.5 billion of compute to training Helix. Figure's last disclosed round in MEKAWIRE's records is a $1 billion Series C at a $39 billion post-money valuation in September 2025, nearly three times Skild AI's $14 billion in January 2026.

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.

Skild AI said on September 10 that it crossed $100 million in annual recurring revenue ten months after its first commercial deployment, with more than 60 paying customers. The figure follows the August 18 launch of S1, a robot foundation model that the company says can pick up a new task from a single video demonstration without retraining.

XPeng said on September 8, 2026 that its IRON humanoid robot has started coming off a production line with more than 80% of core processes automated, ahead of mass production at the end of 2026 and deliveries in 2027. Two weeks earlier its robotics subsidiary Dogotix agreed to raise more than US$900 million at a post-money valuation above US$6.3 billion, including US$600 million from IDG Capital, Alibaba, Tencent and Gaorong Ventures.

Churchill Capital Corp XI filed a Form S-4 with the SEC on September 4, 2026 for its $2.5 billion merger with Agility Robotics, the maker of the Digit humanoid, which plans to trade on Nasdaq as AGLT. The filing discloses 2025 net sales of $1.78 million, a net loss of $138.1 million, a $100 million SAFE raised in July 2026 and a single customer commitment of $300 million for Digit v5.

Figure AI said on September 3, 2026 that it signed a strategic partnership with Nscale for up to 100,000 GPUs on Nvidia's Vera Rubin platform in Barstow, Texas, starting with a $3.5 billion compute commitment that the companies intend to scale beyond $6 billion. Nscale is also making a strategic investment in Figure, which says the capacity will train Helix on data from its crowdsourced Index program.

Wonik Robotics will issue 349.99998 billion won of convertible preferred shares to Korea Development Bank's Advanced Strategic Industry Fund and an IMM Credit Solution vehicle, according to the Financial Services Commission and a Wonik Holdings filing. The money funds a robot-hand factory and AX center in Wanju, R&D and acquisitions, while Wonik Holdings grants investors a put option if the unit does not list within six years.

Two months after announcing a Series C of up to $1.4 billion, Germany's NEURA Robotics agreed to take over Bosch Rexroth's ACTIVE Shuttle transport-robot business on August 13, 2026 and bought all of Ulm-based ADLATUS Robotics on August 24. Together with a compute-module deal with Italy's SECO and a new training centre at RWTH Aachen, the moves show NEURA assembling a European physical-AI group by acquisition rather than only by in-house development.

Generalist AI said on August 19, 2026 that GEN-1.5 can learn a new manipulation task from one demonstration of 3 to 12 seconds placed in its context, averaging 59% success over 10 tasks with no fine-tuning and 83% after 10 gradient steps on about 5 minutes of data. The company says the ability emerged from more than eight months of pretraining, but calls the tasks simple and the skills brittle, and has named no customers.

Unitree Robotics began trading in Shanghai on August 19, 2026 under code 688836 after selling 40.4 million new shares at RMB150.80, raising gross proceeds of RMB6,099.32 million. The issue price values the Hangzhou humanoid and quadruped maker at about RMB60.99 billion, or 219.23 times 2025 earnings, against an industry average of 38.56 times cited in its own listing document.

Google DeepMind on July 30 released Gemini Robotics 2, a family of three models covering whole-body humanoid control, high-level embodied reasoning and on-device inference. The reasoning model ER 2 is available to developers through the Gemini API and Google AI Studio, while the action models remain limited to early-access partners and trusted testers.

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.

NVIDIA released Cosmos 3 Edge on July 20, the smallest member of its Cosmos 3 physical-AI model family, as open weights on Hugging Face. The 4-billion-parameter model runs on Jetson Thor and generates 32 robot actions per inference, and Doosan Robotics, Siemens, Agile Robots and Skild AI are evaluating it.

Walden Robotics, spun out of Toyota Research Institute in January 2026, emerged from stealth on July 15, 2026 with a $300 million seed round at a $1.1 billion valuation co-led by Toyota and Deviation Capital. The Cambridge, Massachusetts company says its robots, driven by large behavior models, have been doing production work at a Toyota plant in North America since February, and on July 28 it added Samsung SDS as a manufacturing partner.

Agility Robotics, maker of the Digit humanoid, signed a definitive agreement on June 24, 2026 to merge with the blank-check company Churchill Capital Corp XI in a deal that values Agility at $2.5 billion before the money comes in. The transaction is expected to bring in more than $620 million of gross proceeds, including about $200 million from a PIPE led by Foxconn, and the combined company plans to trade on Nasdaq as AGLT.

Metzingen-based NEURA Robotics said on June 10, 2026 that it had secured a Series C of up to $1.4 billion, which it called the largest round ever raised by a full-stack robotics company. Backers include Tether, Qualcomm Technologies, Amazon, NVIDIA, Bosch, Schaeffler and the European Investment Bank, and the company put its order book and deployment pipeline above $1 billion. No valuation was disclosed.

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.

NVIDIA announced at GTC Taipei on June 1, 2026 an Isaac GR00T reference humanoid for academic research, built on Unitree's H2 Plus body with two 22-degree-of-freedom Sharpa Wave tactile hands and a Jetson AGX Thor T5000 computer. Unitree will sell it from late 2026; Ai2, ETH Zurich, Stanford and UC San Diego are the first named research users. No price was given.

Sereact, the Stuttgart developer of the Cortex robot model, raised US$110 million in a Series B led by Headline on 27 April 2026, citing more than 1 billion production picks and one remote intervention in about 53,000. The money funds Cortex 2.0, which adds a world model to a vision-language-action model, and a first US office in Boston; Zalando later joined, lifting the round to US$116 million.

Sony AI's autonomous table tennis system Ace won three of five matches against elite players and lost both matches against two Japanese T.League professionals in April 2025 trials, according to a paper published in Nature on April 22, 2026. The robot combines event-based vision sensors from Sony Semiconductor Solutions, an eight-axis arm and reinforcement learning policies trained in simulation, and reaches a perception latency of 10.2 milliseconds.

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.

Skild AI said on April 15, 2026 that it had acquired the robotics division of Zebra Technologies, the business Zebra bought as Fetch Robotics in 2021. Zebra's quarterly SEC filing shows the sale closed on March 27 for $20 million in cash, escrow and a minority stake in Skild, against the $301 million Zebra recorded when it bought Fetch.

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.

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.

Fauna Robotics said on 24 March 2026 that it had joined Amazon and would operate as an Amazon company, keeping its Sprout humanoid on sale and its customers supported; no terms were disclosed. The deal gives the operator of more than 1 million warehouse robots a small, safety-first humanoid used by Disney, Boston Dynamics, NYU and UC San Diego, and a team drawn from Google DeepMind and CTRL-labs.

The Shanghai Stock Exchange accepted Unitree Robotics' application to list on the STAR Market on March 20, 2026, with the Hangzhou company seeking RMB4.202 billion. Its prospectus shows reviewed 2025 revenue of RMB1,708.21 million, up 335.36%, and more than 5,500 humanoids shipped in 2025, with humanoids overtaking quadrupeds as its largest product line.

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.

Sunday, the Silicon Valley developer of the Memo household robot, said on 12 March 2026 that it had raised an oversubscribed $165 million Series B at a $1.15 billion valuation, led by Coatue, with Coatue's Thomas Laffont joining the board. The company trains Memo on data from people wearing its Skill Capture Glove instead of teleoperating robots, plans an invite-only home beta from the autumn and expects to ship at scale in 2027-2028.

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.

The European Commission cleared SoftBank Group's purchase of ABB's robotics division, valued at USD 5.375 billion, under its simplified procedure on 11 March 2026. The price equals 17.2 times the division's 2024 EBITDA, while the floor valuation of Skild AI, whose round SoftBank led in January, is 2.6 times as high. Approvals in China and the United States remain, and both companies expect closing in mid-to-late 2026.

Palo Alto start-up Rhoda AI emerged on 10 March 2026 with a $450 million Series A from Khosla Ventures, Mayfield, Temasek and six other institutions, plus John Doerr. Its Direct Video Action model predicts video of a task and converts it into robot actions, and the company says new tasks can need as little as ten hours of teleoperation data. No lead investor, valuation or customer was disclosed.

Tsinghua spin-out Robot Era closed a CNY1 billion strategic round two months after its previous financing, with Samsung, Singtel and a Woori Financial Group investment arm among new backers. The Beijing humanoid maker reports more than CNY500 million in cumulative orders, half from overseas, and sold close to 1,000 dexterous hands in 2025.

Physical Intelligence on February 24, 2026 laid out its plan to sell general-purpose robot models as a ready-made ‘physical intelligence layer’ for other robot makers, the way developers call language models through an API. It named home robot maker Weave and warehouse robot maker Ultra as partners, reporting a full packing shift at 96.4% autonomy and a 50% cut in laundry-folding interventions, but gave no pricing or access terms.

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.

Bedrock Robotics, founded in 2024 by former Waymo engineers, raised a $270 million Series B co-led by CapitalG and Valor Atreides AI Fund, taking total funding past $350 million. The San Francisco company retrofits existing excavators with autonomy and is targeting its first operator-less deployments this year, a month after Caterpillar unveiled its own construction autonomy line.

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.

Tesla said in its fourth-quarter 2025 update that it will unveil a mass-production Gen 3 Optimus in the first quarter of 2026 and start production on a first line before year end, with eventual capacity of 1 million robots a year. The plan came as 2025 net income fell 46% to $3.79 billion and Tesla agreed to invest about $2 billion in xAI.

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.

Microsoft Research on January 21, 2026 introduced Rho-alpha, its first robotics model, derived from the Phi vision-language family and trained partly on synthetic data from NVIDIA Isaac Sim on Azure. The model adds tactile sensing and learning from operator corrections to the usual vision-language-action recipe, and is offered through a research early access program ahead of a later Microsoft Foundry release.

Skild AI said on 14 January 2026 it had closed a $1.4 billion Series C led by SoftBank Group, valuing the company at more than $14 billion. NVIDIA's venture arm, Macquarie Capital and Bezos Expeditions joined, alongside new strategic backers LG, Schneider Electric, CommonSpirit and Salesforce Ventures. The start-up, founded in 2023, said its Skild Brain software went from no revenue to about $30 million within a few months of 2025.

1X Technologies said on January 12, 2026 that its NEO humanoid now runs on the 1X World Model, a 14-billion-parameter video generator that imagines a task before an inverse dynamics model turns the clip into joint commands. The system was mid-trained on 900 hours of first-person human video and fine-tuned on only 70 hours of NEO data. 1X's own trials show it working on simple household tasks and failing on fine ones such as pouring cereal, months before the first $20,000 NEOs were due in US homes.

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.

1X Technologies said on 11 December 2025 that it would make up to 10,000 NEO humanoid robots available to companies owned by its investor EQT between 2026 and 2030. Pilots start in the United States in 2026 before scaling into Europe and Asia, with each portfolio company deciding whether and how to deploy. No prices or binding order volumes were disclosed.

Robot foundation model developer Physical Intelligence has raised $600 million at a $5.6 billion valuation in a Series B led by Alphabet's growth fund CapitalG, according to its investors. The round followed the release of π*0.6, a model the company says more than doubles throughput on hard tasks after reinforcement learning on real robots.

Figure AI said its Figure 02 humanoid contributed to the production of more than 30,000 BMW X3 vehicles over an 11-month deployment at Spartanburg before being retired. The company is replacing it with Figure 03, launched on 9 October 2025 with faster cameras, palm cameras, 3-gram tactile fingertips and 2 kW wireless charging, built for a BotQ line rated at up to 12,000 robots a year.

Tesla shareholders approved the 2025 CEO Performance Award at the November 6, 2025 annual meeting, with 1,892,235,822 shares voting for and 564,940,908 against, according to Tesla's 8-K. The award of up to 423,743,904 restricted shares is split into 12 tranches, each earned only when a market capitalization step from $2 trillion to $8.5 trillion is paired with one of 12 operating milestones, among them the cumulative delivery of 1 million Bots, a category the award agreement defines to include Optimus.

Generalist AI introduced GEN-0 on November 4, 2025, a family of embodied foundation models that the company says improves predictably with more physical interaction data. It reported a capacity threshold at 7 billion parameters, models scaled past 10 billion, and a pretraining corpus of more than 270,000 hours growing by over 10,000 hours a week. The findings were published as a company blog post, not a peer-reviewed paper.

At GTC Washington on October 28, 2025, NVIDIA expanded its Mega Omniverse Blueprint for factory-scale digital twins, with Siemens, FANUC and Foxconn among the first partners, and named Figure, Agility Robotics, Amazon Robotics and Skild AI as robot developers on its stack. It also unveiled IGX Thor, a 5,581 FP4 teraflop industrial and medical edge computer due in December 2025.

1X Technologies opened pre-orders on 27 October 2025 for NEO, a home humanoid priced at US$20,000 or US$499 a month, with US deliveries from 2026 and international expansion from 2027. The 66-pound robot runs 1X's Redwood AI onboard and relies on remote 1X experts for chores it has not yet learned.

SoftBank Group will acquire ABB Robotics for an enterprise value of US$5.375 billion, the two companies said on 8 October 2025, replacing ABB's plan to list the unit separately in 2026. The division had 2024 revenue of US$2.279 billion and about 7,000 employees, and the deal needs approval in the EU, China and the US before an expected close in mid-to-late 2026.

Figure AI said on 16 September 2025 it had secured more than $1 billion in committed Series C capital at a $39 billion post-money valuation, with Parkway Venture Capital leading and NVIDIA, Brookfield, Intel Capital, Qualcomm Ventures and LG Technology Ventures among the named backers. The company will spend the money on BotQ production, GPU infrastructure for its Helix model and large-scale collection of human video data.

Dyna Robotics closed a US$120 million Series A on 15 September 2025, led by Robostrategy, CRV and First Round Capital with NVIDIA, Amazon, Salesforce, Samsung and LG venture arms joining, six months after a US$23.5 million seed. The Redwood City company did not disclose a valuation; it says its DYNA-1 model already runs paying deployments in hotels, restaurants, laundromats and gyms for up to 16 hours a day.

FieldAI, an Irvine, California developer of robot autonomy software, said on August 20, 2025 that it had raised $405 million across two consecutive rounds from investors including Bezos Expeditions, BHP Ventures, Intel Capital, Khosla Ventures, NVIDIA's NVentures and Temasek. The company did not disclose a valuation and says its Field Foundation Models already run on quadrupeds, humanoids, wheeled robots and passenger-scale vehicles at industrial sites in Japan, Europe and the US.

Skild AI on July 29, 2025 named and described its robotics foundation model, the Skild Brain, a two-layer system pre-trained on simulation and internet video that the company says runs across quadrupeds, humanoids, table-top arms and mobile manipulators. The launch carried no customers or prices, but set out the body-agnostic strategy that later underpinned a $14 billion-plus valuation and more than $100 million in annual recurring revenue.

Genesis AI, a physical AI lab based in Paris and Palo Alto, came out of stealth on July 1, 2025 with $105 million co-led by Eclipse and Khosla Ventures, with Bpifrance, HSG, Eric Schmidt and Xavier Niel also investing. The company, which later called the round seed funding, plans a universal robotics foundation model trained on a data engine that mixes in-house physics simulation, generative modelling and real robot data, and did not disclose a valuation.

NVIDIA introduced Isaac GR00T N1.5 and the Isaac GR00T-Dreams blueprint at Computex 2025 in Taipei, saying its researchers used Cosmos-generated video to build the model's training data in 36 hours instead of nearly three months of human data collection. The 3-billion-parameter model, opened on June 11, 2025 for non-commercial use, doubled language-following accuracy on Fourier's GR-1 humanoid in NVIDIA's own tests, while AeiROBOT, Foxlink, Foxconn and NEURA Robotics signed on to parts of the stack.

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.

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.

NVIDIA on 6 January 2025 launched Cosmos, a platform of world foundation models, video tokenizers and data-curation tools that generate physics-aware video for training robots and autonomous vehicles, releasing the first models under a licence that permits commercial use. It named 14 robotics and self-driving developers plus Uber as early adopters, and the same day unveiled an Isaac GR00T Blueprint that turns a few human demonstrations into large synthetic motion datasets for humanoids.