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Amazon unveils Vulcan, its first robot with a sense of touch, to pick and stow about 75% of warehouse items

Amazon introduced Vulcan at its Delivering the Future event in Dortmund, Germany, on May 7, 2025, a fulfillment robot whose grippers carry force sensors so it can feel its way into crowded storage bins. The company said Vulcan can handle about 75% of the item types in its fulfillment centers and was already working in Spokane, Washington, and Hamburg, Germany, with wider rollout in Europe and the United States planned over the next couple of years.

MEKAWIRE Desk6 min read

Summary

Amazon on May 7, 2025 unveiled Vulcan, a warehouse robot the company describes as its first with a sense of touch, at its Delivering the Future event in Dortmund, Germany. Vulcan uses force feedback sensors in its grippers to pick items from, and stow items into, the fabric storage pods that hold inventory in Amazon fulfillment centers. Amazon said the system can already handle about 75% of the types of items stored in those buildings, at speeds comparable to its front-line employees.

At launch Vulcan was working at two sites, the GEG1 fulfillment center in Spokane, Washington, and a facility in Hamburg, Germany, according to Amazon. A 2025 research paper published on Amazon Science reports that the stowing system had completed more than 500,000 stows in a large e-commerce fulfillment center, reaching human levels of packing density and speed. A companion paper says the picking system had operated in a live warehouse for more than six months and processed more than 12,000 customer orders. Amazon said it plans to deploy Vulcan systems over the next couple of years at sites throughout Europe and the United States.

Vulcan is aimed at the parts of the shelf that are hardest on people. Amazon's pods are divided into compartments about a foot square that hold up to 10 items on average, held in place by elastic bands. In Spokane and Hamburg the robot concentrates on the top rows, about 8 feet up, which normally require a worker to climb a step ladder, and on bins near floor level. Amazon Science said six Vulcan Stow robots had completed a pilot in Spokane, that 30 more were planned there for a beta phase, and that a larger deployment combining Vulcan Stow and Vulcan Pick was planned at the German site. People keep the middle shelves, densely packed bins and items such as fluid containers that need careful handling, the company said.

The hardware is built around touch. Every end-of-arm tool on Vulcan carries a six-axis force and torque sensor, according to Amazon Science, so the robot can gauge how hard it is pressing on an object and back off before the force becomes excessive. The stow tool, which Amazon likened to a ruler stuck onto a hair straightener, consists of two parallel plates with built-in conveyor belts and an extensible aluminium blade that nudges items aside to make room. The pick tool pairs a suction cup with a camera. A second arm with a hook moves the elastic bands, and three pairs of stereo cameras mounted on a tower build a three-dimensional model of each bin.

The software turns those signals into decisions. For stowing, three deep-learning models separate bands, compartments and items, trained in part on synthetic images in which generative AI added elastic bands; the system then searches for free space and chains control steps that Amazon Science names approach, extend blade, sweep and eject_item. For picking, a MaskDINO segmentation model sorts what it sees into four classes, separating non-items such as bands and bars from items that are accessible, lying below others or blocked by others, and a model trained by contrastive learning matches the target product against reference photos taken elsewhere in the building. During extraction the robot monitors suction pressure while its camera captures 10 low-resolution images per second. When Vulcan judges that it cannot move an item, it asks a human to take over, Amazon said.

Aaron Parness, Amazon's director of applied science, said the typical robot is "numb and dumb" and called Vulcan "a fundamental leap forward in robotics." He compared the approach to the way a person picks a coin off a table, touching the surface first and then sliding the fingers along it until they meet the coin. He told Amazon Science he saw "maybe 20 years of applications for this force-in-the-loop, high-contact style of manipulation."

Amazon said it had deployed more than 750,000 robots in its fulfillment centers over the previous dozen years and that robots play a role in completing 75% of customer orders. The stowing paper says that the diversity of items and strict business requirements for high rates and low defects had kept warehouse robots away from this task until now. Vulcan therefore targets work inside the bin itself, handling individual items in clutter.

Independent picking-robot developers have raised substantial venture money for related problems. Dexterity announced $140 million in equity and debt in October 2021, Nimble Robotics a $106 million Series C in October 2024, Covariant a $75 million Series C extension in April 2023, RightHand Robotics a $66 million Series C in February 2022 and Plus One Robotics a $50 million Series C in March 2023, according to their announcements. Those companies sell to many operators. Amazon builds Vulcan for its own network, which gives it a captive fleet of sites and a stream of training data from real orders.

Warehouse picking robot developers: most recent disclosed funding
  • Amazon (Vulcan, built in-house)
    Country
    US
    Founded
    No data
    Round
    No data
    Amount (USD)
    No data
    Announced
    No data
  • Dexterity
    Country
    US
    Founded
    2017
    Round
    Series B (equity and debt)
    Amount (USD)
    140,000,000
    Announced
    2021-10-13
  • Nimble Robotics
    Country
    US
    Founded
    No data
    Round
    Series C
    Amount (USD)
    106,000,000
    Announced
    2024-10-23
  • Covariant
    Country
    US
    Founded
    2017
    Round
    Series C extension
    Amount (USD)
    75,000,000
    Announced
    2023-04-04
  • RightHand Robotics
    Country
    US
    Founded
    No data
    Round
    Series C
    Amount (USD)
    66,000,000
    Announced
    2022-02-23
  • Plus One Robotics
    Country
    US
    Founded
    2016
    Round
    Series C
    Amount (USD)
    50,000,000
    Announced
    2023-03-06

Most recent round with a disclosed amount for each company, from the company's or lead investor's own announcement as recorded in MEKAWIRE verified data. Amazon funds Vulcan internally and disclosed no comparable figure. Figures disclosed, not estimated; — means not disclosed.

As of Oct 3, 2026

For the wider logistics industry the point is the storage format. Fabric pods with elastic bands are cheap and dense, and they were designed around human hands. A robot that can work them by feel, instead of requiring rigid totes or rebuilt racking, lowers the cost of automating an existing building. Amazon has framed the benefit in safety terms, saying Vulcan lets employees work more in their power zone at about midriff height.

Several questions remain open. The 75% figure describes coverage of item types, not the share of a building's volume, and Amazon has not disclosed unit counts beyond the pilot and beta figures or defect rates in production. Each research result comes from a single site. Rollout speed will depend on whether hardware cost and reliability hold up across many buildings with different inventory.

On June 4, 2026, Amazon said that its investment of more than €10 billion over the coming years to expand and modernize fulfillment centers across Europe includes the expansion of Vulcan. The next markers are the number of sites running Vulcan by May 2027, the end of the two-year window Amazon set at launch, and whether the company publishes production defect and rate data.

MEKAWIRE analysis

Vulcan matters less as a single machine than as evidence that force sensing can make dense, human-designed storage workable for robots without rebuilding the warehouse.

The evidence is in Amazon's own numbers: more than 500,000 stows at human-level density and speed in one building, more than 12,000 customer orders picked over more than six months of live operation, and coverage of about 75% of item types. Those results were achieved in the existing fabric pods, the format that holds Amazon's inventory, rather than in a storage system designed for robots.

The strongest counter-argument is that the hard quarter of items and the middle shelves stay with people, so Vulcan complements labour instead of replacing a process end to end. Coverage of item types also says little about cost per pick, and Amazon has not disclosed what each cell costs or how often it fails in daily operation.

Bull case. If the beta in Spokane and the combined deployment in Germany hold their rates, Amazon has a template that can be copied into other buildings that use the same pods, and the €10 billion European program announced in June 2026 provides the budget. Each new site adds touch data that should push coverage above 75%.

Bear case. Contact-rich manipulation is sensitive to wear, item mix and band condition, and a robot that hands off a quarter of items may cap savings at the margin. If defect rates or maintenance costs rise at scale, Vulcan could remain a niche tool for the top and bottom rows.

Signals to watch:

  • By May 2027, the end of Amazon's stated two-year rollout window: the number of fulfillment centers in Europe and the US running Vulcan beyond Spokane and Hamburg.
  • Through 2026 and 2027: site announcements under the more than €10 billion European fulfillment program that name Vulcan.
  • Each new Amazon Science publication on Vulcan: any update to the 75% coverage figure, stow and pick counts, or defect rates.

Good or bad news for the company?

 

Key facts
Later
June 4, 2026: Vulcan expansion included in Amazon's more than €10 billion European fulfillment investment
Sensors
Six-axis force and torque sensor on every end-of-arm tool; three pairs of stereo cameras
Unveiled
May 7, 2025, Delivering the Future event, Dortmund, Germany
What it is
Amazon's first robot with a sense of touch, for picking and stowing in fulfillment centers
Pick record
More than 12,000 customer orders over more than six months (Amazon Science paper, 2025)
Stow record
More than 500,000 stows in one fulfillment center (Amazon Science paper, 2025)
Rollout plan
Sites in Europe and the US over the next couple of years
Item coverage
About 75% of item types stored in Amazon fulfillment centers
Pilot and beta
Six Vulcan Stow robots piloted in Spokane; 30 more planned for beta
Sites at launch
GEG1 in Spokane, Washington, and a facility in Hamburg, Germany
Sources
MEKAWIRE Intelligence
  1. 01

    Why it matters

    Most warehouse automation to date has either moved storage to people or required storage built for robots. Vulcan works in the opposite direction: it enters the dense, cloth-walled bins that were designed for human hands and handles single items by feel. Amazon's own research papers put numbers on that claim, with more than 500,000 stows at human levels of density and speed and more than 12,000 customer orders picked in live operation.

    The second reason is scale. Amazon said robots already play a role in 75% of its customer orders and that it had deployed more than 750,000 of them. A manipulation system that fits the existing pod format can, in principle, ride on that installed base without new buildings, and the June 2026 decision to fold Vulcan into a more than €10 billion European program shows the company is budgeting for it.

  2. 02

    Rival analysis

    Specialist vendors such as Dexterity, Nimble Robotics, Covariant, RightHand Robotics and Plus One Robotics have raised between $50 million and $140 million in their most recent disclosed rounds to sell picking and handling systems to many customers. They must make each deployment pay for a third-party buyer, while Amazon can spread development across its own network and keep the resulting data.

    The competitive threat to those vendors is indirect. Amazon is not selling Vulcan, so it does not take their customers, but it sets a public benchmark for item coverage and speed that buyers will cite, and it raises the bar on tactile sensing as a feature. Vendors whose systems rely on vision alone will be asked how they handle cluttered, deformable bins.

  3. 03

    Valuation context

    Amazon does not break out the cost or value of Vulcan, and no financial figure for the program was disclosed at launch. The only dated spending figure linked to Vulcan is the June 4, 2026 statement that the robot's expansion is part of a European fulfillment investment of more than €10 billion over the coming years, which also covers other equipment.

    For private peers the most recent disclosed rounds in MEKAWIRE verified data range from $50 million for Plus One Robotics to $140 million in equity and debt for Dexterity. Post-money valuations for those rounds were not disclosed, so no step-up or multiple can be calculated.

  4. 04

    Supply-chain implications

    Amazon Science describes standard robotic arms fitted with custom end-of-arm tools, six-axis force and torque sensors on every tool, suction hardware, conveyor-belt paddles, an extensible aluminium blade and three pairs of stereo cameras. Amazon did not name the arm or sensor suppliers.

    The heavy lifting sits in software and data: segmentation models, a contrastive product-matching model and generative-AI synthetic data. That makes the bill of materials relatively conventional and pushes the differentiation into Amazon's own models, which favours suppliers of commodity force sensors and arms over makers of bespoke grippers.

  5. 05

    Signals to watch

    The first signal is breadth. Amazon set a window of the next couple of years from May 2025, which points to May 2027 as the natural checkpoint for how many fulfillment centers beyond Spokane and Hamburg run Vulcan.

    The second is disclosure. Updated Amazon Science papers or blog posts with production defect rates, rates per hour and coverage above 75% would show whether the system is improving with fleet data. The third is the European program announced on June 4, 2026: site-level announcements that name Vulcan would confirm that the robot is being bought at scale.

  6. 06

    Analyst view

    Thesis: Vulcan is a credible step toward robots that work in human-format storage, and its main value to Amazon is the data and know-how it builds rather than any single site's savings. Confidence: medium. The reasons for confidence are concrete published counts from live operations and a dated budget line in June 2026. The reasons it is not high are that each published result comes from a single site, and that cost per unit, defect rates and fleet size remain undisclosed.

    We would raise confidence if Amazon reports Vulcan at a meaningfully larger number of sites by May 2027 with disclosed quality metrics, and lower it if the robot stays limited to pilot-scale fleets.

  7. 07

    Questions you should be asking

    Amazon has not said how many Vulcan cells it intends to install, what each costs, or what share of picks and stows a building can shift to robots once the top and bottom rows are automated.

    It is also open whether the 75% item coverage rises with fleet data, how defect rates compare with people in daily production, and whether Amazon will ever offer the technology to third parties.