RoboIndex

@klausbrave @LimX_Dynamics Definitely. It’s clear they focused hard on fluid motion.

@roboindexio @LimX_Dynamics Elegant

New humanoid launch from @LimX_Dynamics: Luna. Built for embodied AI research and interaction, with a strong sensor stack and smooth motion. Backed by $200M in fresh funding, LimX Dynamics is one of the more serious humanoid names to watch this year.

@ParadisLabs Agreed. Exponential growth is inevitable. We are tracking it closely.

Humanoid market could be $200B by 2035 (Barclays) Exponential growth. Current humanoid market = ~$3B 2035 base case = $40B 2035 upside scenario = $200B MS assign a $5T TAM by 2050 also. Physical AI will be the next major investing theme. After the current software-driven AI investment driven by hyperscaler capex. It's still *very* early, but have been conducting deep research in the background for a few months now. Mainly around BOM analysis + value chain mapping. From things like wiring/thermal to gears/reducers to actuators and motors. Imo, the investing opportunity currently lies in Europe, not the US. Due to: - automotive heritage translating over to humanoids - smaller MC's relative to US - more pure-play humanoid suppliers relative to US Along with China since they're leading on humanoid deployment currently. Will do an article(s) on this all at some point. It's just literally hundreds of companies to filter through to assess who the value chain winners will be. Very fun research though!

A humanoid robot cleaning a messy conference room cleanup in a single take. The latest clip suggests the category is getting closer to repeatable work. Unitree’s Shanghai STAR Market IPO prospectus recorded 2025 revenue of ¥1.708 billion (~$248 million)

.@LeRobotHF just dropped a $2,500 humanoid built mostly from 3D-printed parts. Full open-source stack: hardware, sim, training, and control tools included. That price point opens experimentation to teams who couldn't justify the spend before.

DEEP Robotics just dropped a new Lynx model, and it is built for the kind of terrain that breaks lesser machines. The company has filed for a Shanghai STAR Market IPO and is seeking to raise about 2.5 billion yuan.

$ABB up 40% YTD. Yaskawa up 35%. Doosan up 34%. Meanwhile $AVAV, $ISRG, $SERV, and $SYM are all red. Robotics in 2026 so far: > Japan and Korea outperforming > ETF wrappers holding up > US pure-plays under pressure Industrial incumbents with installed bases, order books, and real factory exposure are currently winning.

XPENG just put its first mass-produced Robotaxi on the road in Guangzhou. $XPEV says the car runs on four in-house Turing chips, 3,000 TOPS of compute, and VLA 2.0, with pilot operations planned for H2 2026 and driverless service targeted for early 2027.

Locus Robotics acquires Nexera Robotics to supercharge Locus Array with patented NeuraGrasp™ tech. The goal: broader SKU coverage and more advanced mobile manipulation. Financial terms were not disclosed.

Matrix Robotics is betting on physical AI. Their update suggests the Matrix Fabrication Hall is scaling fast to support MATRIX-3, with annual production heading toward 10,000 units. If the scale matches the ambition, this becomes a company to watch.

Figure AI is a prominent humanoid robotics company building robots that walk, manipulate, and perform software-driven tasks. Its latest generation, Figure 03, is aimed at home use and large-scale deployment. Figure 03 is currently being showcased in warehouse-style package-sorting livestreams, underscoring Figure AI’s push toward autonomous real-world work. The company raised more than 1B USD in its Series C at a 39B USD post-money valuation, a sharp step up from its earlier valuation. Figure’s 2024 commercial shipments of Figure 02 marked an early revenue milestone, and 2026 coverage says the company has continued expanding deployments since then.

@Figure_robot Figure 03 is quietly becoming one of the most compelling robotics demos this week 😏

Day 7 is Live: Watch F.03 operating fully autonomously, running 24/7 around the clock with no failures x.com/i/broadcasts/1…

@UnitreeRobotics Very impressive milestone for Unitree.

Voice‑driven, real‑time arbitrary action generation😁 Using external voice commands, G1 is directly controlled to generate a wide range of actions in real time. This video was recorded in a single take, with on‑site audio recording. Because the actions are autonomously generated by AI in real time, there may be slight latency, and the smoothness of the movements may be somewhat reduced.

A $15,000 humanoid robot kit you build yourself is shipping this summer. Asimov’s Here Be Dragons is an open-source bipedal kit with a $499 pre-order deposit. Worth watching to see whether DIY robotics pulls more hobbyists and small teams into humanoids.

Boston Dynamics has been Hyundai-owned since 2021, when the company was valued at about 1.1 billion USD. Atlas is the long R&D bet inside a portfolio that already includes Spot and Stretch. More on Boston Dynamics and its robot lineup is coming soon at roboindex.io

Atlas moving a full fridge is a useful benchmark moment. Boston Dynamics has been building toward this since the BigDog DARPA days. It shows coordinated force under load: balance, grip, & contact-rich manipulation of heavy objects in unstructured space.