Every disclosed round, listing and acquisition in embodied AI — tracked as structured data, updated weekly.
Retail money priced Korea’s first two autumn robot listings at three times their offer price in the opening minutes. Both closed about half below those highs.
Qualcomm will buy PickNik, the Boulder company behind the open-source MoveIt manipulation framework. Terms are undisclosed; MoveIt stays open and gets ported to Dragonwing chips and Arduino VENTUNO Q boards.
Feather’s wheeled, dual-arm humanoid costs $29,990 and runs whatever AI model the buyer brings. The Bay Area startup builds 30 a month and has raised $7.6 million.
Amazon will spend more than $100 million on a 585,000 sq ft plant in Greenwood, Indiana to build equipment for its robotics network, opening by 2028. It follows a multibillion-dollar Austin site announced in August.
Barclays now expects general-purpose humanoids to reach mass commercialisation around 2035, not 2030. It names AI as the bottleneck and doubts that robot inference will fill data centres.
O-ID, founded in Tokyo in 2025, raised $1.2 million to build a 172 cm, 30-DoF wheeled humanoid whose joints, limbs and compute can be swapped on site. Pilots are targeted for early 2027.
Galaxy Corporation plans to flip into a US parent, list in New York and return via KDRs. How flips and KDRs work, what they cost and who has done it.
Goldman sees 75,000 humanoid shipments in 2026, Bank of America 90,000. The first half delivered 19,100. Every major forecast from 2026 to 2050, set against what actually shipped.
Hyundai keeps the company that ships robots and lets go of the research lab spun up alongside it. SoftBank, which sold Boston Dynamics to Hyundai in 2021, would bring Raibert’s work back under its roof.
A nine-figure cheque for China’s robot-compute layer goes to a chip supplier whose customer list reads like a roster of the country’s humanoid makers.
The AI build-out has a labour problem as well as a chip problem. Watney’s robots have been swapping network cables inside Meta data centres since mid-2025.
Unitree's debut was meant to open the mainland listing window for humanoid makers. A month later, the slide in its shares is being cited as the reason that window may narrow.
A Rome-based embedded-security company becomes a unicorn on the argument that robots and drones need to defend themselves at the device level. Europe’s Cyber Resilience Act is the deadline behind the pitch.
A bank that put the 2035 humanoid market at $38 billion in 2024 now puts it at $138 billion. The forecast is a scenario, not an order book.
Three months after a $60 million raise, a company that pays people to film themselves doing chores is being priced near half a billion dollars. Human-motion data is becoming an asset class.
A sensor maker adds two strategic investors. One of them, from a shipbuilding group, is co-developing a heavy-duty hand for shipyard work, and the money also buys a bigger sensor line.
A two-armed wheeled robot, one large unnamed customer and an explicit refusal to join the model race. Maven is selling deployment hours, not a foundation model.
An autonomy software company is buying the supplier behind roughly 37% of Ukraine’s early-2026 ground-robot procurement spend. Most of the headline price depends on earnouts.
The semiconductor foundry model, applied to robots: one plant builds for companies that cannot justify their own line. Most of the money is in a second phase that is not yet committed.
Galaxy Corporation outlined US IPO plans after its September 21 New York robot show. Read the bank-selection timeline and what remains unconfirmed.
The price is not the story for anyone building robots. The story is that the place open robot models are distributed and the company selling the models and the silicon underneath them become the same company.
Humanoid companies have been priced on hardware and policies. This deal prices the training bill, and it is larger than the funding history of the company signing it.
Ten projects, 15 member organisations, 12 government sites — and a two-year clock. Defence is the one corner of robotics where the cheque does not depend on a consumer thesis.
The name says embodied AI. The product is a physics simulation and discovery platform. The distinction matters, because the term “physical AI” is now being used for two unrelated businesses.
Two terminated deals, at $3.3bn and $1.2bn. The third is a SPAC at roughly $800 million — and the direction of that sequence is the story, not the merger.
A state budget, a customer taking equity, and an industrial invoice — Korea's ₩3.1 trillion physical AI line, Charm Care's ¥300 million stake in Donut Robotics, and UBTech's 921 humanoids sold in H1 are three answers to who funds a humanoid.
Correction: the source previously cited for Galaxy’s H1 2026 earnings was a 2025 article. The unsupported financial figures and contract claim were removed.
8VC led a $200m Series B extension at a $3bn valuation, three months after a $400m round at $2bn. Gen 1.5 is reported to learn new tasks from three to twelve seconds of video.
Medtronic put roughly $700m into Cornerstone Robotics for ex-US rights to Sentire; Enovis made a binding offer for eCential Robotics at a €155m enterprise value. Both on September 1.
Maverick Silicon led, with Fidelity, Atreides, Key1 Capital and Ora Global participating. Total raised $272m. A bet that perception stays a separate product rather than getting absorbed by whoever ships the robot.
Cabinet-approved September 1, inside a ₩21.3tn package up 97.2%. Public-sector robots are itemised by ministry — 650 research and education, 214 defence, 369 police and fire, 200 elder care, 210 agriculture.
Announced August 27 at the second Fiscal Management Strategy Council. ₩600bn in 2027, ten industry-specific production lines by 2030, and core component localisation from about 45% to 80%.
Approved August 27 by the National Growth Fund: ₩150bn of state equity in convertible preferred stock plus ₩200bn private, for a robot-hand plant and AX centre in Wanju. Second M.AX Frontier investment, first in robotics.
Led by IDG Capital, with Gaorong Ventures participating and Tencent and Alibaba strategic. Roughly $600M is external; the rest came from an XPeng subsidiary and company leadership, alongside an 18-month carve-out that leaves XPeng with ~82%.
591.53 yuan on August 26, the first close below 600 and about 205.6 billion yuan off the debut peak. The offer price at 150.80 yuan still holds; what was erased was the 7.3× day-one premium.
$47.4 billion across 521 deals in H1 2026, against $12 billion across 470 deals the previous half. Waymo, Anduril, Shield AI and Saronic account for $24.75 billion of it — more than half the half.
Filed August 14, disclosed August 18. A/A technology grades, 88.2 billion won raised, 3,300 hours of driver-out testing and a paid 116 km trucking route with Hanjin. Offering size undisclosed.
Thirty-six listed companies, 1.2905 trillion won of revenue, and an operating loss 20.3% wider than last year. The two largest operating profits belong to a vision company and a gear maker.
Gravis Robotics retrofits autonomy onto machines built by Caterpillar, John Deere, Volvo and six others. SoftBank funded the entire round alone.
Co-led by Sequoia and the American Strategic Technology Fund, eight months after a $75M Series B. The number worth tracking is not the valuation — it is one million drones a year by 2028.
Path Robotics and GrayMatter Robotics get seven-year, performance-based production agreements. Not a funding round, not a pilot — a defense prime handing over hull work on the condition that the robots meet Navy quality standards.
The STAR Market offering priced on August 6 at 150.80 yuan a share, raising about 6.1 billion yuan and implying a valuation near 61 billion yuan. Nine strategic investors took a fifth of the deal, among them DeepSeek’s parent, Tencent and PetroChina.
Every humanoid company claims deployment. This one is putting an hours number in a securities filing, which is a different kind of claim.
Not more web video, not more simulation, not more sensor gloves. Study how people actually try to command a robot, and derive the architecture from that.
The round is the largest Series A closed by a humanoid-first company in Europe — and the investor list matters more than the number: Bosch is signing on as contract manufacturer, Schaeffler as a deployment customer.
A single org-chart change moved a sector 20% in a session — against a market still 28% below its June high. That asymmetry is the story, not the percentages.
One of the largest single rounds in physical AI this year goes to a company that has not said what it is building — and brings Kalanick back onto a cap table alongside the company that forced him out in 2017.
A $1.1 billion seed valuation is not the unusual part. The unusual part is that the Toyota Research Institute spinout was in production before it had a public name.
The Shenzhen robot maker raised nearly $200 million led by IDG Capital, with Lens Technology and NIO Capital joining — money earmarked to deploy thousands of autonomous humanoids and, the round's label implies, to prime the company for a public listing.
Within a few weeks a Chinese humanoid leader cleared a Shanghai IPO, a U.S. maker agreed a $2.5B SPAC, and another raised pre-IPO cash. The sector's money story is moving from venture rounds to public markets — and the reporting standard moves with it.
A cash-and-stock deal built around one thesis: the aircraft that get shot down and the systems that shoot them down are the same market now.
The Shenzhen company took in one of the year's larger humanoid rounds to scale a robot that skips legs for a wheeled base — a pragmatic format already working on auto, chip and electronics lines, and the one investors keep funding.
Chinese robotics startups had raised about $5.6 billion across 176 deals by mid-May 2026, already past all of 2025. Zeroth's July round and Unitree's pending Shanghai listing suggest the pace is a baseline, not a spike.
The Suzhou humanoid maker's pre-Series A, led by Ant Group, lands alongside 30,000-plus orders and 600% first-half revenue growth — a bet that consumer robots, not warehouse pilots, are where Chinese demand is forming.
London's Hive raised $15M led by SuperSeed to bolt sensors and AI onto excavators, loaders and forklifts — physical AI reaching the heavy equipment already on job sites, not just the humanoid.
More than doubling its valuation on a round co-led by an asset manager, a sovereign-adjacent fund, an aerospace prime and a buyout firm. The investor mix says as much as the number.
Underwater is the domain where autonomy is least contested and least covered. This deal quietly assembles most of the sensing layer for it.
Galaxy’s December 2025 pre-IPO round valued it at ₩1 trillion. Review the reported group earnings and why they do not establish robot-park profitability.
The OAK-camera maker raised $14M led by Denali Growth Partners to expand the on-device vision robots and machines use to see — the unglamorous layer every embodied system depends on.
The state is underwriting the capex that even large Korean manufacturers will not carry alone. First cheque: an ₩80bn ten-year loan for subsea cable capacity, not a robot.
The Chinese embodied-AI company raised four consecutive rounds to top a ~$2.8B valuation, pulling in IDG, HongShan, Xiaomi, Meituan, Alibaba and ByteDance behind a full-stack model-plus-hardware-plus-data thesis.
The startup raised a $320M Series A at a ~$2.3B valuation to turn action-labeled gameplay footage into world and action models for robots and agents — data that text and conventional simulation can't supply.
FORT Robotics bought teleoperation specialist Mapless AI to extend its safety 'trust layer' into remote human-in-the-loop control — early consolidation at the layer that keeps physical AI safe.