Every disclosed round, listing and acquisition in embodied AI — tracked as structured data, updated weekly.
$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.
Physical AI companies are valued on what they might do. This one has an income statement — and a concentration problem that explains the robots.
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.