The humanoid robot boom is here. These top Silicon Valley investors aren't buying it. - Business Insider
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Key takeaways
- The humanoid‑robot sector is accelerating worldwide as Chinese leaders Unitree and UBTECH have just opened full‑cycle facilities in Tianjin’s Economic‑Technological Development Area, creating a local manufacturing base that will handle research, production, after‑sales service and secondary development, while the Chinese government pushes a six‑month commercialization challenge for commercial‑grade humanoids.
- In Europe, former Tesla Autopilot engineer Rémi Cadène’s Paris‑based startup UMA unveiled its first lightweight humanoid, Northstar, at the Machina Summit, showcasing a “real‑time learning” system that lets the robot acquire skills by watching demonstrations and targeting manufacturing, logistics and eventually home use; the company is already in talks with about 50 potential customers and is backed by investors such as Greycroft and Kima Ventures.
- In the United States, Apptronik has expanded its Austin “Robot Park” to collect massive data sets and train its Apollo humanoid platform together with Google DeepMind, while AGIBOT introduced the A3 humanoid in Europe and launched a UK robot‑as‑a‑service offering, and its sister firm Agibot celebrated the roll‑out of its 15,000th unit, the G2 industrial‑grade robot.
- Meanwhile, the U.S. startup Humanoid announced its KinetIQ Ascend reinforcement‑learning approach, claiming 99.9 % manipulation reliability at human speed and securing partnerships with Bosch and Schaeffler to scale production of its HMND line.
- Business Insider’s recent coverage notes that Agility’s Digit has secured more than $300 million in multiyear orders and that 1X plans to ship over 10,000 home‑use humanoids later this year, even as some Silicon‑Valley investors remain skeptical of mass‑market humanoid demand.
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The latest news and analysis on robotics, from humanoid AI to real-world automation.
The latest news and analysis on robotics, from humanoid AI to real-world automation.
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The humanoid robot boom is here. These top Silicon Valley investors aren't buying it.
By Rya Jetha Agility has seen early traction. Digit, its humanoid robot, is deployed across nine customer facilities, including Amazon, Toyota, and logistics company GXO. The company said it has more than $300 million in multiyear orders for the next generation of Digit.
San Jose-based Figure AI, most recently valued at $39 billion, is starting deployments in logistics and distribution centers this year. Palo Alto-based 1X plans to ship more than 10,000 home humanoids later this year. China is already pushing in that direction. The government is launching a nationwide training program to help commercialize humanoids, giving local governments and state-owned enterprises less than six months to prove the technology can work in production and service settings.
Chinese companies already dominate the humanoid market. Firms such as Unitree and UBTech accounted for about 90% of humanoid robot shipments last year, according to Omdia. Unitree is preparing to go public and is targeting a valuation of up to $7 billion.
Still, even some humanoid believers draw a line between useful humanoids and robots that merely look human. Hurst, a robotics professor at Oregon State University who founded Agility in 2015, said he is wary of companies blindly copying the human form.
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