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AllBreakingAnalysisFundingM&AResearchProductPolicyGlobalUSCNKRSG
Jan 29, 2026
BusinessCH

ABB Robotics ends its last full year under ABB with sales up 2.8% and fourth-quarter operating income halved

ABB's robotics division, now reported as a discontinued operation ahead of its USD 5.375 billion sale to SoftBank Group, booked 2025 revenue of USD 2,331 million and income from operations of USD 294 million, ABB disclosed with its fourth-quarter results on 29 January 2026. Fourth-quarter operating income fell to USD 37 million from USD 71 million as expenses rose 48%, while gross margin improved.

4 sourcesABBABB RoboticsSoftBank Group
Jan 29, 2026
BusinessUS

Tesla sets end-2026 start for its first Optimus line and a 1 million-robot capacity goal as car profits shrink

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.

2 sourcesTeslaFigure AISkild AIDexterous ManipulationElectric Actuators
Jan 26, 2026
BusinessJP

FANUC robot orders rise 21% as China and Europe pick up, and its CRX cobot draws more than 1,000 physical AI orders after iREX

FANUC said robot division orders rose 20.9% to ¥98.8 billion in the October to December quarter, while robot sales grew 21.9% to ¥96.6 billion. The Japanese robot and CNC maker raised its full-year sales forecast to ¥840.7 billion but trimmed its operating profit outlook by ¥3.0 billion, and said it had taken orders for more than 1,000 CRX collaborative robots linked to physical AI since the iREX show in December.

5 sourcesFANUCYaskawa ElectricTeradyneROS 2
Jan 23, 2026
BusinessUS

Intuitive passes $10 billion in revenue as da Vinci 5 takes half of its robot shipments, but guides procedure growth lower

Intuitive reported on January 22, 2026 that 2025 revenue rose about 21% to $10.06 billion as surgeons performed 3.153 million da Vinci procedures, and da Vinci 5 made up 870 of the 1,721 systems it placed. The company guided 2026 da Vinci procedure growth to 13% to 15%, down from about 18%, and put the tariff cost to its gross margin at about 1.2% of revenue.

7 sourcesIntuitiveMedtronicMicroPort MedBotEdge AI Compute
Nov 16, 2025
BusinessKR

Hyundai Motor Group pledges KRW125.2 trillion in Korea to 2030, adding a robot foundry and a physical AI test center

Hyundai Motor Group said on 16 November 2025 it will invest KRW125.2 trillion in South Korea from 2026 to 2030, its largest domestic commitment and KRW36.1 trillion more than in the previous five years. The plan puts KRW50.5 trillion into future businesses including AI, robotics and hydrogen, and lists a robot manufacturing and foundry facility, a Physical AI Application Center and a petabyte-scale AI data center that is still under review.

7 sourcesHyundai Motor GroupBoston DynamicsNVIDIARobot Foundation ModelsSim-to-Real Transfer
Nov 7, 2025
BusinessUS

Tesla shareholders approve Musk award that pays out only if Tesla delivers 1 million robots or hits other operating goals alongside a market value of up to $8.5 trillion

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.

6 sourcesTeslaFigure AISkild AIDexterous ManipulationFleet Orchestration Software
Jul 1, 2025
BusinessUS

Amazon puts its millionth robot to work in Japan and launches DeepFleet, an AI model it says cuts fleet travel time by 10%

Amazon said on 1 July 2025 that it had delivered its one millionth robot, to a fulfillment centre in Japan, for a fleet that now works across more than 300 facilities worldwide. It also introduced DeepFleet, a generative AI foundation model built with AWS tools that coordinates robot traffic and, by Amazon's account, improves the fleet's travel time by 10%.

7 sourcesAmazonGeek+ (Beijing Geekplus Technology)SymboticRobot Foundation ModelsFleet Orchestration Software
Apr 17, 2025
BusinessCH

ABB plans to spin off its US$2.3 billion robot business as a separate listed company in 2026

ABB said on 17 April 2025 it will propose a full spin-off of its Robotics division at its 2026 AGM, with trading in the new company planned for the second quarter of 2026. The division, which ABB calls the global number two in robotics, had about US$2.3 billion of 2024 revenue and a 12.1% operational EBITA margin, while its business area's first-quarter margin fell to 9.9% even as orders rose 14%.

6 sourcesABBABB RoboticsFANUCFleet Orchestration Software
Mar 24, 2025
BusinessKR

Hyundai pledges US$21 billion for America and puts Boston Dynamics in a US$6.3 billion future-industries bucket

Hyundai Motor Group said on March 24, 2025 it will invest US$21 billion in the United States from 2025 to 2028, lifting US vehicle capacity to 1.2 million units and building a 2.7 million-ton steel mill in Louisiana. US$6.3 billion goes to future industries and energy, including faster commercialisation at Boston Dynamics and reinforcement-learning robot work with the RAI Institute, though the group did not say how much is earmarked for robots.

4 sourcesHyundai Motor GroupBoston DynamicsNVIDIARLFleet Orchestration Software