The Embodied Index

A structured database of companies bringing AI into the physical and embodied world — humanoids, quadrupeds, foundation models, AI avatars and digital humans. Reviewed quarterly; corrections applied within 48 hours. Free to cite with attribution.

Last reviewed: July 2026 · 22 companies tracked · Regional index: Korea's Physical AI Companies

Company Category Focus HQ Status
Figure AIfigure.ai Humanoid General-purpose humanoid (Figure 03) with in-house VLA model Helix; commercial pilots in logistics. San Jose, US Private
Tesla Optimustesla.com Humanoid Humanoid program leveraging Tesla's FSD stack and manufacturing scale; internal factory deployment first. Austin, US Public (TSLA)
Apptronikapptronik.com Humanoid Apollo 2 humanoid built as a continuous-learning data platform; partnership with Google DeepMind. Austin, US Private
Agility Roboticsagilityrobotics.com Humanoid Digit humanoid deployed at GXO Logistics; first pure-play humanoid maker to go public (SPAC, 2026). Corvallis, US Public
1X Technologies1x.tech Humanoid NEO home humanoid; consumer-first strategy backed by OpenAI. Oslo, NO Private
AGIBOTagibot.com Humanoid Volume leader in deployment — 15,000th robot produced; G2 units on electronics production lines. Ranked #1 in 2025 humanoid shipments (Omdia). Shanghai, CN Private
XPengheyxpeng.com Humanoid IRON humanoid; carmaker reusing its EV supply chain, targeting 1,000+ units/month by end-2026 and in-store deployment from Q1 2027. Guangzhou, CN Public (XPEV)
LimX Dynamicslimxdynamics.com Humanoid Luna full-size humanoid and modular TRON 2; raised ~$200M pre-IPO in July 2026 to scale autonomous deployment. Shenzhen, CN Private (pre-IPO)
Ai2 Roboticsai2robotics.com Humanoid Wheeled humanoid for manufacturing and logistics, deployed on auto, semiconductor and electronics lines; raised $735M at a ~$2.8B valuation. Shenzhen, CN Private
Soul Machinessoulmachines.com Digital Human Autonomously animated digital people for enterprise customer experience; biological AI research base. Auckland, NZ Private
Synthesiasynthesia.io Digital Human AI video avatars for enterprise communication; among the most widely used synthetic-human products. London, UK Private (unicorn)
Disney Imagineeringdisney.com Entertainment BDX droids and character robotics for theme parks; physics-engine partnership with NVIDIA and Google DeepMind. Glendale, US Public (DIS)
Galaxy Corporationgalaxyuniverse.ai Entertainment Korean physical-AI entertech company; operates Galaxy Robot Park, a robot performance theme park in Seoul, the MACH 33 robot fashion brand, and celebrity AI avatars including AI G-Dragon. Seoul, KR Private
Engineered Artsengineeredarts.co.uk Entertainment Ameca expressive humanoid used in exhibitions, media and human-robot interaction research. Falmouth, UK Private
UneeQuneeq.com Digital Human Real-time conversational digital humans for brand and customer-service deployments. Austin, US Private
NVIDIAnvidia.com Platform GR00T foundation models, Isaac simulation and Jetson Thor compute — the de facto platform layer of physical AI. Santa Clara, US Public (NVDA)
Physical Intelligencephysicalintelligence.company Foundation Model π-series generalist robot policies; hardware-agnostic foundation-model approach. San Francisco, US Private
Skild AIskild.ai Foundation Model General-purpose "robot brain" trained across heterogeneous robot embodiments. Pittsburgh, US Private
X Square Robotxsquarerobot.com Foundation Model Full-stack embodied AI — WALL-B "World Unified Model" plus hardware and a data pipeline; valued above $2.8B after four consecutive rounds. Shenzhen, CN Private
General Intuitiongeneralintuition.com World Models Trains action and world models on action-labeled gameplay data for agents and robots; raised a $320M Series A at a ~$2.3B valuation. US Private
Unitreeunitree.com Quadruped Aggressively priced quadrupeds and humanoids (G1); driving hardware commoditization. Approved for a ~$618M Shanghai STAR Market IPO. Hangzhou, CN Private (IPO approved)
Boston Dynamicsbostondynamics.com Quadruped / Humanoid Spot quadruped in industrial inspection; electric Atlas humanoid in Hyundai factory trials. Waltham, US Hyundai-owned

Cite This Data

Embodied Wire, "The Embodied Index," embodiedwire.com/companies, last reviewed July 2026. Licensed CC BY 4.0 — free to reuse with attribution and a link.

Methodology: companies are included based on shipped products, disclosed funding, or peer-reviewed research in embodied AI. Data compiled from public filings, company announcements and press coverage. Corrections: index@embodiedwire.com