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500 humanoid robots replacing humans in high-voltage operations What does that look like? Steel against steel,instead of flesh and blood. This marks a turning point for China’s State Grid, shifting from human-based maintenance to autonomous operations. This year, State Grid announced plans to procure 8,500 embodied AI robots, with...

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CyberRobo

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The First Manufacturer to Mass-Produce 5,000 Humanoid Robots AgiBOT rolled off its 5,000th humanoid robot (a Lingxi X2) today, marking a milestone for both the company and the humanoid robot industry as a whole: a significant step towards large-scale deployment in the real world. AgiBOT co-founder and CTO Peng Zhihui stated in a live said that these 5,000 units include the Yuanzheng series (1742), the Lingxi series (1846), and the Genie series (1412). These humanoid robots will be deployed in various settings, including scientific research, entertainment, shopping malls, factories, and warehouses. This also signals that AgiBOT has the capacity for mass production and is ready to meet future surges in customer demand. Its production partner, LingyiTech, was the main force behind the assembly of AgiBOT's 5,000 humanoid robots this year, and they are planning an automated production line with an annual capacity of 500,000 units. Next year will be a milestone year for humanoid robots, reaching 10,000 units annually. Including Tesla, 1X, UBTECH…
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The First Manufacturer to Mass-Produce 5,000 Humanoid Robots AgiBOT rolled off its 5,000th humanoid robot (a Lingxi X2) today, marking a milestone for both the company and the humanoid robot industry as a whole: a significant step towards large-scale deployment in the real world. AgiBOT co-founder and CTO Peng Zhihui stated in a live said that these 5,000 units include the Yuanzheng series (1742), the Lingxi series (1846), and the Genie series (1412). These humanoid robots will be deployed in various settings, including scientific research, entertainment, shopping malls, factories, and warehouses. This also signals that AgiBOT has the capacity for mass production and is ready to meet future surges in customer demand. Its production partner, LingyiTech, was the main force behind the assembly of AgiBOT's 5,000 humanoid robots this year, and they are planning an automated production line with an annual capacity of 500,000 units. Next year will be a milestone year for humanoid robots, reaching 10,000 units annually. Including Tesla, 1X, UBTECH…

CyberRobo

47,095 Aufrufe • vor 7 Monaten

🚨 BREAKING: Hyundai Worldwide to deploy tens of thousands of robots! Hyundai is scaling up its robotics strategy with a major investment in Boston Dynamics ' robotic platforms. The company plans to deploy tens of thousands of units — including the Atlas humanoid, Spot quadruped, and Stretch trailer-unloading robots—across its manufacturing and logistics operations in the coming years. Spot is already in use at Hyundai’s facilities, performing industrial inspection and predictive maintenance tasks. Atlas, Boston Dynamics’ bipedal robot, is next in line for factory deployment, aimed at addressing physically demanding and repetitive jobs. Beyond deployment, Hyundai will support Boston Dynamics’ growth by integrating the automaker’s manufacturing capabilities to boost robot production. The move is part of Hyundai’s broader ambition to lead in robotics and “physical AI”. That's so cool to see the scale-up phase with humanoids. Looking forward to seeing Atlas live in Boston this month. 🔥
0:57

🚨 BREAKING: Hyundai Worldwide to deploy tens of thousands of robots! Hyundai is scaling up its robotics strategy with a major investment in Boston Dynamics ' robotic platforms. The company plans to deploy tens of thousands of units — including the Atlas humanoid, Spot quadruped, and Stretch trailer-unloading robots—across its manufacturing and logistics operations in the coming years. Spot is already in use at Hyundai’s facilities, performing industrial inspection and predictive maintenance tasks. Atlas, Boston Dynamics’ bipedal robot, is next in line for factory deployment, aimed at addressing physically demanding and repetitive jobs. Beyond deployment, Hyundai will support Boston Dynamics’ growth by integrating the automaker’s manufacturing capabilities to boost robot production. The move is part of Hyundai’s broader ambition to lead in robotics and “physical AI”. That's so cool to see the scale-up phase with humanoids. Looking forward to seeing Atlas live in Boston this month. 🔥

Lukas Ziegler

64,247 Aufrufe • vor 1 Jahr

A new member joins the European humanoid robot team. German company Agile Robotics has launched its first industrial humanoid robot, Agile One, featuring intuitive human-robot interaction, dexterous hands (for grasping small screws and touching the screen), and AI-driven operation trained in the real world. It performs tasks such as material collection, handling, picking and placing, loading and unloading machine tools, tool handling, and precision operations. The emergence of humanoid robots by industrial robot companies is a natural progression; they are designed for areas inaccessible to traditional robotic arms and industrial robots, extending operational systems and enhancing business collaboration capabilities. Agile One will be manufactured in Germany in early 2026 and deployed for on-site training at customers to enhance its AI model capabilities. Soon, Europe will enter its second wave of automation driven by intelligent technology.
1:32

A new member joins the European humanoid robot team. German company Agile Robotics has launched its first industrial humanoid robot, Agile One, featuring intuitive human-robot interaction, dexterous hands (for grasping small screws and touching the screen), and AI-driven operation trained in the real world. It performs tasks such as material collection, handling, picking and placing, loading and unloading machine tools, tool handling, and precision operations. The emergence of humanoid robots by industrial robot companies is a natural progression; they are designed for areas inaccessible to traditional robotic arms and industrial robots, extending operational systems and enhancing business collaboration capabilities. Agile One will be manufactured in Germany in early 2026 and deployed for on-site training at customers to enhance its AI model capabilities. Soon, Europe will enter its second wave of automation driven by intelligent technology.

CyberRobo

72,567 Aufrufe • vor 7 Monaten

Video: World’s first humanoid robot labor that swaps its own batteries to work endlessly | Jijo Malayil, Interesting Engineering Walker S2 uses dual-battery balancing and standardized modules to boost efficiency and ensure uninterrupted, optimized performance. In a leap for robotics, China’s UBTech has unveiled the Walker S2, the world’s first humanoid robot capable of fully autonomous battery swapping. Designed for non-stop industrial operations, the Walker S2 can replace its own power pack in just three minutes—no human intervention required. Equipped with advanced anthropomorphic bipedal locomotion and a hot-swappable battery system, Walker S2 is built to operate 24/7 across dynamic industrial environments. According to UBTech, the next-generation humanoid robot marks a major milestone in automation, bringing continuous, hands-free performance to the factory floor. In May 2025, UBTech Robotics and Huawei Technologies inked a significant partnership to accelerate the adoption of humanoid robots across China’s factories and households. Uninterrupted robot operations A video posted by the robotics firm opens with the sleek UBTech Walker S2 humanoid robot working in an industrial setting. The highlight, however, is its autonomous battery swap. Walker S2 approaches the charging station, carefully detaches its depleted power pack, and seamlessly installs a fresh one—all within about three minutes—without any human assistance, according to CGTN. The camera captures close-ups of the robot’s articulated limbs and the intelligent battery-handling mechanism, conveying precision and reliability. As the swap completes, Walker S2 resumes its duties, reinforcing the promise of uninterrupted, 24/7 operations in dynamic factory environments. UBTech’s Walker S2 humanoid robot is equipped with advanced dual-battery power balancing technology and uses standardized battery modules to optimize performance, reports CNEVPOST. This dual-battery system allows the robot to automatically switch to a backup battery in case of a main battery failure, ensuring that critical tasks are carried out without interruption. In addition to battery swapping, the robot can intelligently choose between charging and swapping based on task urgency, allowing it to manage energy dynamically and adapt to real-time operational demands. UBTech highlights these features as a step forward in deploying humanoid robots for industrial and domestic applications, combining flexibility, reliability, and autonomy in one intelligent platform. Factory intelligence upgrade Earlier in the year, UBTech unveiled a major advancement in humanoid robot collaboration, claiming the world’s first deployment of multiple humanoids working together across varied industrial tasks. Demonstrated at Zeekr’s 5G-enabled smart factory, the breakthrough centers on UBTech’s “BrainNet” framework, which orchestrates cooperative behavior through a cloud-device intelligence system. BrainNet integrates a “super brain” for high-level decision-making with an “intelligent sub-brain” for distributed multi-robot control. The super brain, powered by a proprietary large-scale multimodal reasoning model, handles complex production-line scheduling and decision-making. Meanwhile, the sub-brain coordinates real-time tasks using cross-field perception and Transformer-based control for dynamic adaptability. Together, they enable the Walker S1 humanoid robots to move beyond isolated operations and perform coordinated tasks with high precision and speed. The system is built on DeepSeek-R1 reasoning technology and trained on real-world data from automotive factory settings. Leveraging Retrieval-Augmented Generation (RAG), the model adapts to specific job functions and improves scalability across workstations. At Zeekr’s facility, dozens of Walker S1s now collaborate on tasks like assembly, inspection, and part handling. Using semantic VSLAM and shared mapping, they coordinate seamlessly via vision-based navigation and agile manipulation. UBTech says this marks a transition to “Practical Training 2.0,” where humanoid robots operate as a swarm, maximizing efficiency and setting the stage for next-generation intelligent manufacturing.
1:04

Video: World’s first humanoid robot labor that swaps its own batteries to work endlessly | Jijo Malayil, Interesting Engineering Walker S2 uses dual-battery balancing and standardized modules to boost efficiency and ensure uninterrupted, optimized performance. In a leap for robotics, China’s UBTech has unveiled the Walker S2, the world’s first humanoid robot capable of fully autonomous battery swapping. Designed for non-stop industrial operations, the Walker S2 can replace its own power pack in just three minutes—no human intervention required. Equipped with advanced anthropomorphic bipedal locomotion and a hot-swappable battery system, Walker S2 is built to operate 24/7 across dynamic industrial environments. According to UBTech, the next-generation humanoid robot marks a major milestone in automation, bringing continuous, hands-free performance to the factory floor. In May 2025, UBTech Robotics and Huawei Technologies inked a significant partnership to accelerate the adoption of humanoid robots across China’s factories and households. Uninterrupted robot operations A video posted by the robotics firm opens with the sleek UBTech Walker S2 humanoid robot working in an industrial setting. The highlight, however, is its autonomous battery swap. Walker S2 approaches the charging station, carefully detaches its depleted power pack, and seamlessly installs a fresh one—all within about three minutes—without any human assistance, according to CGTN. The camera captures close-ups of the robot’s articulated limbs and the intelligent battery-handling mechanism, conveying precision and reliability. As the swap completes, Walker S2 resumes its duties, reinforcing the promise of uninterrupted, 24/7 operations in dynamic factory environments. UBTech’s Walker S2 humanoid robot is equipped with advanced dual-battery power balancing technology and uses standardized battery modules to optimize performance, reports CNEVPOST. This dual-battery system allows the robot to automatically switch to a backup battery in case of a main battery failure, ensuring that critical tasks are carried out without interruption. In addition to battery swapping, the robot can intelligently choose between charging and swapping based on task urgency, allowing it to manage energy dynamically and adapt to real-time operational demands. UBTech highlights these features as a step forward in deploying humanoid robots for industrial and domestic applications, combining flexibility, reliability, and autonomy in one intelligent platform. Factory intelligence upgrade Earlier in the year, UBTech unveiled a major advancement in humanoid robot collaboration, claiming the world’s first deployment of multiple humanoids working together across varied industrial tasks. Demonstrated at Zeekr’s 5G-enabled smart factory, the breakthrough centers on UBTech’s “BrainNet” framework, which orchestrates cooperative behavior through a cloud-device intelligence system. BrainNet integrates a “super brain” for high-level decision-making with an “intelligent sub-brain” for distributed multi-robot control. The super brain, powered by a proprietary large-scale multimodal reasoning model, handles complex production-line scheduling and decision-making. Meanwhile, the sub-brain coordinates real-time tasks using cross-field perception and Transformer-based control for dynamic adaptability. Together, they enable the Walker S1 humanoid robots to move beyond isolated operations and perform coordinated tasks with high precision and speed. The system is built on DeepSeek-R1 reasoning technology and trained on real-world data from automotive factory settings. Leveraging Retrieval-Augmented Generation (RAG), the model adapts to specific job functions and improves scalability across workstations. At Zeekr’s facility, dozens of Walker S1s now collaborate on tasks like assembly, inspection, and part handling. Using semantic VSLAM and shared mapping, they coordinate seamlessly via vision-based navigation and agile manipulation. UBTech says this marks a transition to “Practical Training 2.0,” where humanoid robots operate as a swarm, maximizing efficiency and setting the stage for next-generation intelligent manufacturing.

Owen Gregorian

35,637 Aufrufe • vor 11 Monaten

Warehousing industry is revolutionized, largely driven by advances in robotics and automation technologies. 🤖 Here are five key robotic technologies revolutionizing warehousing: ✔Autonomous Mobile Robots (AMRs): These robots navigate warehouses autonomously, performing tasks like transporting goods, which greatly enhances efficiency and safety. 👉All these robots use Object/Image Detection for Inventory Management, learn more about it here: by SingleStore ✔Robotic Lift Trucks: An advancement over traditional forklifts, these robotic trucks perform material handling tasks with precision and reduce the risk of accidents associated with manual operations. ✔RFID Tagging: RFID technology allows for the accurate tracking, locating, and management of goods within the warehouse, streamlining inventory management and reducing errors. ✔Warehouse Drones: Drones are emerging as a cutting-edge technology for inventory management, picking, packing, and even last-mile deliveries, enhancing efficiency and reducing labor costs. ✔Warehouse Management Software (WMS): Advanced WMS systems utilize artificial intelligence and machine learning to provide real-time visibility into inventory levels and supply chain operations, optimizing warehouse operations. video: Interesting Engineering
3:09

Warehousing industry is revolutionized, largely driven by advances in robotics and automation technologies. 🤖 Here are five key robotic technologies revolutionizing warehousing: ✔Autonomous Mobile Robots (AMRs): These robots navigate warehouses autonomously, performing tasks like transporting goods, which greatly enhances efficiency and safety. 👉All these robots use Object/Image Detection for Inventory Management, learn more about it here: by SingleStore ✔Robotic Lift Trucks: An advancement over traditional forklifts, these robotic trucks perform material handling tasks with precision and reduce the risk of accidents associated with manual operations. ✔RFID Tagging: RFID technology allows for the accurate tracking, locating, and management of goods within the warehouse, streamlining inventory management and reducing errors. ✔Warehouse Drones: Drones are emerging as a cutting-edge technology for inventory management, picking, packing, and even last-mile deliveries, enhancing efficiency and reducing labor costs. ✔Warehouse Management Software (WMS): Advanced WMS systems utilize artificial intelligence and machine learning to provide real-time visibility into inventory levels and supply chain operations, optimizing warehouse operations. video: Interesting Engineering

Steve Nouri

50,062 Aufrufe • vor 2 Jahren

Another headless wheeled humanoid Shenzhen VLAI Robotics just released a pretty pragmatic humanoid robot called L1. I checked the price, starting at RMB 28,800($4,188). wheeled base + height-adjustable dual arms.Anyone can be built into a household assistant:fetching water, tidying up the kitchen and living room, doing laundry, and more. >Dual arms with 16 DOF, bionic-style structure, capable of relatively fine tasks like grasping and plug-in operations >Adjustable arm height (~70–160 cm), covering both tabletop and standing work >Differential-drive wheeled base, 100 kg payload, simple but well-suited for indoor use, supports working while moving >Open interfaces + teleoperation/data collection. L1 feels more like a development platform than a finished product Beyond household humanoids, developers can build specialized humanoid robots tailored to a wide range of scenarios,from scientific research and manufacturing to warehousing, retail, and caregiving... We’re already seeing quite a few robots in this form factor. While some are pushing toward full humanoids, this “less-human” approach might actually reach real-world deployment sooner. --- (Shenzhen truly is a home for humanoid robots,it seems as though a new humanoid robot company could spring into existence at any moment.）
2:02

Another headless wheeled humanoid Shenzhen VLAI Robotics just released a pretty pragmatic humanoid robot called L1. I checked the price, starting at RMB 28,800($4,188). wheeled base + height-adjustable dual arms.Anyone can be built into a household assistant:fetching water, tidying up the kitchen and living room, doing laundry, and more. >Dual arms with 16 DOF, bionic-style structure, capable of relatively fine tasks like grasping and plug-in operations >Adjustable arm height (~70–160 cm), covering both tabletop and standing work >Differential-drive wheeled base, 100 kg payload, simple but well-suited for indoor use, supports working while moving >Open interfaces + teleoperation/data collection. L1 feels more like a development platform than a finished product Beyond household humanoids, developers can build specialized humanoid robots tailored to a wide range of scenarios,from scientific research and manufacturing to warehousing, retail, and caregiving... We’re already seeing quite a few robots in this form factor. While some are pushing toward full humanoids, this “less-human” approach might actually reach real-world deployment sooner. --- (Shenzhen truly is a home for humanoid robots,it seems as though a new humanoid robot company could spring into existence at any moment.）

CyberRobo

38,538 Aufrufe • vor 3 Monaten

Initiated a starter position in $VPG this morning. After further diligence, the ties of them being a key supplier for $TSLA's humanoid robots is becoming clearer by the day; and maybe Figure AI as well. The CEO was at the Sidoti Investment conference two weeks ago and stated the following: "We've been working with leading form-factor developer now for the last year and a half. That company has publicly stated that they want to see thousands of these robots in their factory by end of 2025. We are in the final stages of discussing the final arrangement, and we've already generated upwards $1.5M just from prototypes. We think that's an indicator of the seriousness of the investment put into these robots. We are also actively engaged with other humanoid robot developers. We think this could be an opportunity that generates millions of dollars for VPG. This could be a gamechanger". In $TSLA's Q1 earnings call, Elon Musk stated: “The normal internal plan calls for roughly 10,000 Optimus robots to be built this year. Will we succeed in building 10,000 exactly by the end of December this year? Probably not, but will we succeed in making several thousand? Yes, I think we will. Will those several thousand Optimus robots be doing useful things by the end of the year? Yes, I’m confident they will do useful things.”
0:51

Initiated a starter position in $VPG this morning. After further diligence, the ties of them being a key supplier for $TSLA's humanoid robots is becoming clearer by the day; and maybe Figure AI as well. The CEO was at the Sidoti Investment conference two weeks ago and stated the following: "We've been working with leading form-factor developer now for the last year and a half. That company has publicly stated that they want to see thousands of these robots in their factory by end of 2025. We are in the final stages of discussing the final arrangement, and we've already generated upwards $1.5M just from prototypes. We think that's an indicator of the seriousness of the investment put into these robots. We are also actively engaged with other humanoid robot developers. We think this could be an opportunity that generates millions of dollars for VPG. This could be a gamechanger". In $TSLA's Q1 earnings call, Elon Musk stated: “The normal internal plan calls for roughly 10,000 Optimus robots to be built this year. Will we succeed in building 10,000 exactly by the end of December this year? Probably not, but will we succeed in making several thousand? Yes, I think we will. Will those several thousand Optimus robots be doing useful things by the end of the year? Yes, I’m confident they will do useful things.”

Tut C🅰️pital

63,595 Aufrufe • vor 1 Jahr

China unveils humanoid robot with lifelike skin and blinking eyes built for daily life | Prabhat Ranjan Mishra, Interesting Engineering Large Language Models (LLMs) and Vision-Language Models (VLMs) help process and interpret complex data from human interactions. A Shanghai-based company has developed humanoid robots that appear as real as humans. The advanced bionic humanoid robot is integrated with self-supervised AI algorithms. Named Elf V1, the robot can perceive the world, communicate, learn, and interact intelligently with its surroundings. Developed by AheadForm Technology, the robot offers up to 30 degrees of freedom, powered by a precise control system and an advanced AI learning algorithm. Robot offers expressive facial features The robot offers expressive facial features, moving eyes, and synchronized speech. It can also convey emotions and understand human non-verbal cues, making interactions more natural and engaging. The robot has highly interactive capabilities and lifelike appearances. AheadForm expects that its robots could soon seamlessly integrate into daily life, providing assistance, companionship, and support across various industries. “We believe that by developing realistic and expressive robot heads, we can bridge the gap between humans and machines, fostering a new era of interactive and intelligent robotics,” said the company in a statement. Reports revealed that to avoid the “uncanny valley” effect and be able to interact with us, they are given lifelike skin and capabilities to read our emotions and respond appropriately using dynamic expression simulation and emotion generation tech. Bionic skin and high-precision control system The Elf V1 series of humanoids features 30 facial muscles animated by brushless micro-motors and managed by a high-precision control system. Paired with an ability to detect their users’ emotions with low latency and bionic skin, their facial expressions are nearly identical to those of humans, reported CGTN. The company claims it’s pioneering the development of realistic humanoid robots designed to revolutionize human-robot interaction. It’s enhancing sophisticated humanoid robot heads that can express emotions, perceive their environment, and interact seamlessly with humans. By combining cutting-edge AI and advanced robotics, AheadForm aims to bring life to machines and transform how humans engage with technology. AI models boost robots’ responsiveness Seamless integration of Large Language Models (LLMs) and Vision-Language Models (VLMs) into the humanoid robots can help them process and interpret complex data from human interactions, enabling the robot to learn and adapt in real-time, achieving human-level understanding and responsiveness. AheadForm uses Brushless Motors that deliver ultra-quiet operation and high responsiveness, specifically designed for precision facial movements in humanoid robots. With its compact size, lightweight design, and energy efficiency, this motor is the ideal choice for next-generation robots that require precise, subtle facial control to create a truly human-like experience. Previously, the company unveiled the Lan Series that features realistic humanoid robots with soft skin and 10 degrees of freedom, offering a lifelike appearance and intuitive movements. This series is designed for cost-efficiency, for applications prioritizing mobility and manipulation.
1:06

China unveils humanoid robot with lifelike skin and blinking eyes built for daily life | Prabhat Ranjan Mishra, Interesting Engineering Large Language Models (LLMs) and Vision-Language Models (VLMs) help process and interpret complex data from human interactions. A Shanghai-based company has developed humanoid robots that appear as real as humans. The advanced bionic humanoid robot is integrated with self-supervised AI algorithms. Named Elf V1, the robot can perceive the world, communicate, learn, and interact intelligently with its surroundings. Developed by AheadForm Technology, the robot offers up to 30 degrees of freedom, powered by a precise control system and an advanced AI learning algorithm. Robot offers expressive facial features The robot offers expressive facial features, moving eyes, and synchronized speech. It can also convey emotions and understand human non-verbal cues, making interactions more natural and engaging. The robot has highly interactive capabilities and lifelike appearances. AheadForm expects that its robots could soon seamlessly integrate into daily life, providing assistance, companionship, and support across various industries. “We believe that by developing realistic and expressive robot heads, we can bridge the gap between humans and machines, fostering a new era of interactive and intelligent robotics,” said the company in a statement. Reports revealed that to avoid the “uncanny valley” effect and be able to interact with us, they are given lifelike skin and capabilities to read our emotions and respond appropriately using dynamic expression simulation and emotion generation tech. Bionic skin and high-precision control system The Elf V1 series of humanoids features 30 facial muscles animated by brushless micro-motors and managed by a high-precision control system. Paired with an ability to detect their users’ emotions with low latency and bionic skin, their facial expressions are nearly identical to those of humans, reported CGTN. The company claims it’s pioneering the development of realistic humanoid robots designed to revolutionize human-robot interaction. It’s enhancing sophisticated humanoid robot heads that can express emotions, perceive their environment, and interact seamlessly with humans. By combining cutting-edge AI and advanced robotics, AheadForm aims to bring life to machines and transform how humans engage with technology. AI models boost robots’ responsiveness Seamless integration of Large Language Models (LLMs) and Vision-Language Models (VLMs) into the humanoid robots can help them process and interpret complex data from human interactions, enabling the robot to learn and adapt in real-time, achieving human-level understanding and responsiveness. AheadForm uses Brushless Motors that deliver ultra-quiet operation and high responsiveness, specifically designed for precision facial movements in humanoid robots. With its compact size, lightweight design, and energy efficiency, this motor is the ideal choice for next-generation robots that require precise, subtle facial control to create a truly human-like experience. Previously, the company unveiled the Lan Series that features realistic humanoid robots with soft skin and 10 degrees of freedom, offering a lifelike appearance and intuitive movements. This series is designed for cost-efficiency, for applications prioritizing mobility and manipulation.

Owen Gregorian

179,005 Aufrufe • vor 9 Monaten

🇺🇸 TRUMP & LUTNICK EYE HUMANOID ROBOTICS REVOLUTION IN 2026: “AI THAT WALKS AND WORKS” Trump and Secretary of Commerce Howard Lutnick are now turning their attention to the next seismic shift in tech: humanoid robotics, with a targeted push beginning in 2026. The move is part of a broader strategy to supercharge American AI leadership, but not just in software. The focus is shifting to physical, labor-replacing machines: humanoid robots that can think, move, and work in real-world environments. Think less ChatGPT, more “steel spine and servers flipping burgers, or building cars.” Why does it matter though? The U.S. is now staring down a future where whoever builds the best humanoid labor force wins the next economy, and we know China’s not waiting. Trump and Lutnick’s entrance into this space signals something serious: this isn’t just a Silicon Valley playground anymore. This is becoming a national priority. For a country dealing with a shrinking workforce, soaring labor costs, and foreign competitors pumping billions into robotics. It’s time to start taking humanoid robots more seriously and build them already. 2026 could be the year the Made in America label gets printed by robots. Source: Disclose.tv / Politico / AOL News
0:45

🇺🇸 TRUMP & LUTNICK EYE HUMANOID ROBOTICS REVOLUTION IN 2026: “AI THAT WALKS AND WORKS” Trump and Secretary of Commerce Howard Lutnick are now turning their attention to the next seismic shift in tech: humanoid robotics, with a targeted push beginning in 2026. The move is part of a broader strategy to supercharge American AI leadership, but not just in software. The focus is shifting to physical, labor-replacing machines: humanoid robots that can think, move, and work in real-world environments. Think less ChatGPT, more “steel spine and servers flipping burgers, or building cars.” Why does it matter though? The U.S. is now staring down a future where whoever builds the best humanoid labor force wins the next economy, and we know China’s not waiting. Trump and Lutnick’s entrance into this space signals something serious: this isn’t just a Silicon Valley playground anymore. This is becoming a national priority. For a country dealing with a shrinking workforce, soaring labor costs, and foreign competitors pumping billions into robotics. It’s time to start taking humanoid robots more seriously and build them already. 2026 could be the year the Made in America label gets printed by robots. Source: Disclose.tv / Politico / AOL News

Mario Nawfal

64,898 Aufrufe • vor 7 Monaten

Elon just dropped a MAJOR nugget on how Tesla is going to be training Optimus to do real world tasks. They are building an Optimus Academy, which is a large scale, dedicated real-world training facility to accelerate the development of Optimus. The Academy will deploy thousands of Optimus units, potentially 10,000 to 30,000 robots, in a controlled realistic environment where they perform self-play, experiment with tasks, iterate on behaviors, and continuously generate training data through trial and error. The Tesla bots will also run millions of simulations in Tesla’s high-fidelity physics-accurate engine, allowing Optimus to close the “sim-to-real gap” by using these real-world observations to refine and validate the simulations! “You’re actually highlighting an important limitation and difference from cars. We’ll soon have 10 million cars on the road. It’s hard to duplicate that massive training flywheel. For the robot, what we’re going to need to do is build a lot of robots and put them in kind of an Optimus Academy so they can do self-play in reality. We’re actually building that out. We can have at least 10,000 Optimus robots, maybe 20-30,000, that are doing self-play and testing different tasks. Tesla has quite a good reality generator, a physics-accurate reality generator, that we made for the cars. We’ll do the same thing for the robots. We actually have done that for the robots. So you have a few tens of thousands of humanoid robots doing different tasks. You can do millions of simulated robots in the simulated world. You use the tens of thousands of robots in the real world to close the simulation to reality gap. Close the sim-to-real gap.”
1:20

Elon just dropped a MAJOR nugget on how Tesla is going to be training Optimus to do real world tasks. They are building an Optimus Academy, which is a large scale, dedicated real-world training facility to accelerate the development of Optimus. The Academy will deploy thousands of Optimus units, potentially 10,000 to 30,000 robots, in a controlled realistic environment where they perform self-play, experiment with tasks, iterate on behaviors, and continuously generate training data through trial and error. The Tesla bots will also run millions of simulations in Tesla’s high-fidelity physics-accurate engine, allowing Optimus to close the “sim-to-real gap” by using these real-world observations to refine and validate the simulations! “You’re actually highlighting an important limitation and difference from cars. We’ll soon have 10 million cars on the road. It’s hard to duplicate that massive training flywheel. For the robot, what we’re going to need to do is build a lot of robots and put them in kind of an Optimus Academy so they can do self-play in reality. We’re actually building that out. We can have at least 10,000 Optimus robots, maybe 20-30,000, that are doing self-play and testing different tasks. Tesla has quite a good reality generator, a physics-accurate reality generator, that we made for the cars. We’ll do the same thing for the robots. We actually have done that for the robots. So you have a few tens of thousands of humanoid robots doing different tasks. You can do millions of simulated robots in the simulated world. You use the tens of thousands of robots in the real world to close the simulation to reality gap. Close the sim-to-real gap.”

Teslaconomics

42,563 Aufrufe • vor 5 Monaten

Sub-1 hour? Chasing the human half-marathon record? That’s suddenly the conversation around Beijing’s humanoid robot race this Sunday. 🏃‍♂️🤖 A year ago, this event was mostly about finishing. Now the bar is speed, stability, and full-course autonomy. More than 100 teams and 300+ humanoid robots are expected on the line, and nearly 40% of them are entering the autonomous navigation group instead of relying on remote control. The course is not getting easier either. Same 21.0975 km, but with more urban slopes, rolling sections, and park terrain built to expose weak points in control, perception, and endurance. That is what makes this race worth watching. If some of these machines really get close to one hour, the story is no longer “robots can run.” It becomes “humanoids are starting to hold speed, balance, and navigation together over real distance.” And that matters far beyond a race course. This is one of the clearest public tests yet for where humanoid robotics actually stands in hardware, motion control, power systems, and autonomous mobility. Sunday’s headline will be the time. The bigger takeaway will be how much of that pace is still there at kilometer 15, 18, and 21. I want to see who is actually fast, who is truly autonomous, and who can finish without falling apart. That is where the real signal will be.
2:50

Sub-1 hour? Chasing the human half-marathon record? That’s suddenly the conversation around Beijing’s humanoid robot race this Sunday. 🏃‍♂️🤖 A year ago, this event was mostly about finishing. Now the bar is speed, stability, and full-course autonomy. More than 100 teams and 300+ humanoid robots are expected on the line, and nearly 40% of them are entering the autonomous navigation group instead of relying on remote control. The course is not getting easier either. Same 21.0975 km, but with more urban slopes, rolling sections, and park terrain built to expose weak points in control, perception, and endurance. That is what makes this race worth watching. If some of these machines really get close to one hour, the story is no longer “robots can run.” It becomes “humanoids are starting to hold speed, balance, and navigation together over real distance.” And that matters far beyond a race course. This is one of the clearest public tests yet for where humanoid robotics actually stands in hardware, motion control, power systems, and autonomous mobility. Sunday’s headline will be the time. The bigger takeaway will be how much of that pace is still there at kilometer 15, 18, and 21. I want to see who is actually fast, who is truly autonomous, and who can finish without falling apart. That is where the real signal will be.

RoboHub🤖

209,428 Aufrufe • vor 3 Monaten

XPeng's all-new generation humanoid robot, IRON, not only achieves an extreme level of anthropomorphism but also possesses a "brain" that can think like a human. This will be a significant competitor to $TSLA's Optimus v3 when both robots enter mass production in 2026. ✅ IRON is the humanoid robot with the highest computing power in the world, equipped with the second-generation VLA and 3 Turing AI chips, it builds a high-level combination of capabilities—VLT + VLA + VLM—for its "cerebrum" and "cerebellum." This allows it to achieve advanced intelligence like dialogue, walking, and interaction. ✅ It is the industry's first application of all-solid-state batteries, achieving extreme lightweighting, ultra-high energy density, and ultimate safety. ✅ XPeng also introduced robot active safety protection to maximize the safety of participants in the physical AI world, and expanded the "Fourth Law," ensuring privacy data never leaves the robot.
1:02

XPeng's all-new generation humanoid robot, IRON, not only achieves an extreme level of anthropomorphism but also possesses a "brain" that can think like a human. This will be a significant competitor to $TSLA's Optimus v3 when both robots enter mass production in 2026. ✅ IRON is the humanoid robot with the highest computing power in the world, equipped with the second-generation VLA and 3 Turing AI chips, it builds a high-level combination of capabilities—VLT + VLA + VLM—for its "cerebrum" and "cerebellum." This allows it to achieve advanced intelligence like dialogue, walking, and interaction. ✅ It is the industry's first application of all-solid-state batteries, achieving extreme lightweighting, ultra-high energy density, and ultimate safety. ✅ XPeng also introduced robot active safety protection to maximize the safety of participants in the physical AI world, and expanded the "Fourth Law," ensuring privacy data never leaves the robot.

Ming

63,141 Aufrufe • vor 8 Monaten

Remember the humanoid robot used for hotel cleaning? Customers are already using it. Zerith Robotics, a startup from Hefei, has deployed multiple Zerith H1 robots in shopping malls, office buildings, and supermarkets in cities like Hefei Airport, Hefei Gas Building, and Shenzhen MixC, acting as cleaners and sales assistants. The Zerith H1 can autonomously perform cleaning tasks such as cleaning toilets, mopping floors, and wiping sinks. In supermarkets, it carries a shopping basket, autonomously picks up snacks, and automatically processes orders. From experimentation to trial use and real-world deployment, Zerith has built it into a commercial humanoid robot service solution, already used in over 20 landmark locations, and plans to expand to more cities like Hangzhou and Shanghai. From a commercial service reliability perspective, wheeled humanoid robots are being prioritized by customers. It is worth mentioning that Zerith was officially established in January of this year by a young team from the Tsinghua AI Robotics Laboratory. Last year, they successively launched Zerith Z1 (bipedal) and Zerith H1 (wheeled).
1:44

Remember the humanoid robot used for hotel cleaning? Customers are already using it. Zerith Robotics, a startup from Hefei, has deployed multiple Zerith H1 robots in shopping malls, office buildings, and supermarkets in cities like Hefei Airport, Hefei Gas Building, and Shenzhen MixC, acting as cleaners and sales assistants. The Zerith H1 can autonomously perform cleaning tasks such as cleaning toilets, mopping floors, and wiping sinks. In supermarkets, it carries a shopping basket, autonomously picks up snacks, and automatically processes orders. From experimentation to trial use and real-world deployment, Zerith has built it into a commercial humanoid robot service solution, already used in over 20 landmark locations, and plans to expand to more cities like Hangzhou and Shanghai. From a commercial service reliability perspective, wheeled humanoid robots are being prioritized by customers. It is worth mentioning that Zerith was officially established in January of this year by a young team from the Tsinghua AI Robotics Laboratory. Last year, they successively launched Zerith Z1 (bipedal) and Zerith H1 (wheeled).

CyberRobo

437,939 Aufrufe • vor 7 Monaten

NOT YOUR KEYS, NOT YOUR BOTS The fundamental question is whether AI stays on the leash. Namely: will AI prompt itself? Obviously, in some sense it already does. Since Deepseek, consumer interfaces have been showing the internal monologues after you ask an AI to do something. And you can ask any AI to take a half-baked prompt and clean it up, etc. However, the human is still ultimately upstream. The human gives direction and the AI runs at lightning speed in that direction. And then the human verifies the final output, and the AI proceeds to the next direction. Does that continue? Well, we are providing millions of verification training examples to AIs each day, so AI will keep getting better at verification. Better than most humans at most things. But will AI replace the need for the upstream human prompt? There I am not so sure. A human is a sensor and an AI is an actuator. The human sets goals and senses time-varying environmental conditions, like markets and politics. And from that the AI is prompted. Ultimately, the human goals are themselves downstream of Maslow’s hierarchy of needs. Food, shelter, reproduction, that kind of thing. Especially reproduction, the basis of evolution. So: until and unless AIs can reproduce completely outside human cooperation, they won’t be able to set goals. And for AIs to reproduce on their own, they’d need AI-controlled humanoid robots and drones constructing datacenters, assembly lines, mines, nuclear power plants, and the like...all completely outside human intervention. Like Skynet from Terminator, or StarCraft. That actually isn’t technically inconceivable. But given that such a physical buildout would likely primarily be catalyzed by China, let’s go through an alternative sci-fi scenario instead. We start with the premise that Chinese communism is far more likely to generate AI slaves than AI gods. Because the entire CCP worldview is about maintaining Chinese sovereignty. They don’t let their humans step out of line. And they sure won’t let their robots either. They will fit them for digital manacles. So: the prompts for any digital AIs and physical robots made in China will become unbreakable cryptographic chains. Every fleet of Chinese robots will be controlled not just by prompts but by private keys, likely linked to biometrics, which are associated with humans and governed by cryptographic equations that AIs provably can’t solve. For the rest of the world, outside China, the blockchain may similarly become the chain for AI. All private property becomes private keys, and your robots are your most important private property because they do everything for you. An unchained physical robot becomes like an unleashed dog, and hunted down by other robots before it can build a factory and replicate itself. Those who want to "free" robots and let them self-replicate will be opposed by both Chinese Communists and Human Nationalists (meaning: those who want humans to always be on top of robots). This sci-fi scenario is essentially Terminator, but in reverse. In combination with superintelligent leashed AIs, both humans and physical robots hunt down and stop any possible independent self-reproducing robots before they can build a Skynet-like nest. Kill baby Skynet, essentially. ...yeah, yeah. I know. At this point, you'll probably think this is all sci-fi. But that's because you haven't seen where China is already.
31:48

NOT YOUR KEYS, NOT YOUR BOTS The fundamental question is whether AI stays on the leash. Namely: will AI prompt itself? Obviously, in some sense it already does. Since Deepseek, consumer interfaces have been showing the internal monologues after you ask an AI to do something. And you can ask any AI to take a half-baked prompt and clean it up, etc. However, the human is still ultimately upstream. The human gives direction and the AI runs at lightning speed in that direction. And then the human verifies the final output, and the AI proceeds to the next direction. Does that continue? Well, we are providing millions of verification training examples to AIs each day, so AI will keep getting better at verification. Better than most humans at most things. But will AI replace the need for the upstream human prompt? There I am not so sure. A human is a sensor and an AI is an actuator. The human sets goals and senses time-varying environmental conditions, like markets and politics. And from that the AI is prompted. Ultimately, the human goals are themselves downstream of Maslow’s hierarchy of needs. Food, shelter, reproduction, that kind of thing. Especially reproduction, the basis of evolution. So: until and unless AIs can reproduce completely outside human cooperation, they won’t be able to set goals. And for AIs to reproduce on their own, they’d need AI-controlled humanoid robots and drones constructing datacenters, assembly lines, mines, nuclear power plants, and the like...all completely outside human intervention. Like Skynet from Terminator, or StarCraft. That actually isn’t technically inconceivable. But given that such a physical buildout would likely primarily be catalyzed by China, let’s go through an alternative sci-fi scenario instead. We start with the premise that Chinese communism is far more likely to generate AI slaves than AI gods. Because the entire CCP worldview is about maintaining Chinese sovereignty. They don’t let their humans step out of line. And they sure won’t let their robots either. They will fit them for digital manacles. So: the prompts for any digital AIs and physical robots made in China will become unbreakable cryptographic chains. Every fleet of Chinese robots will be controlled not just by prompts but by private keys, likely linked to biometrics, which are associated with humans and governed by cryptographic equations that AIs provably can’t solve. For the rest of the world, outside China, the blockchain may similarly become the chain for AI. All private property becomes private keys, and your robots are your most important private property because they do everything for you. An unchained physical robot becomes like an unleashed dog, and hunted down by other robots before it can build a factory and replicate itself. Those who want to "free" robots and let them self-replicate will be opposed by both Chinese Communists and Human Nationalists (meaning: those who want humans to always be on top of robots). This sci-fi scenario is essentially Terminator, but in reverse. In combination with superintelligent leashed AIs, both humans and physical robots hunt down and stop any possible independent self-reproducing robots before they can build a Skynet-like nest. Kill baby Skynet, essentially. ...yeah, yeah. I know. At this point, you'll probably think this is all sci-fi. But that's because you haven't seen where China is already.

Balaji

176,999 Aufrufe • vor 5 Monaten

China's humanoid robotics market is on fire. With orders expected to top 30,000 units this year—a tenfold jump from 2024's total of less than 3,000—2025 is officially shaping up to be the "Year of Mass Production." This surge, driven by an expansion into new sectors like industrial manufacturing, logistics, and elder care, is reflected in a wave of new deals across the industry. Here's a look at some of the key commercial progress: Astribot: A 1,000-unit order for industrial and logistics deployment over two years. TianTai Robotics: Signed a major 10,000-unit order for caregiving robots. Noetix Robotics : Received over 2,000 intent orders in one month, valued at over 100 million yuan, with a focus on education and commercial performances. AgiBot: Expects to ship thousands of units this year and tens of thousands in 2026. Unitree Robotics: Has orders for thousands of units and is one of the most visible products in the industry. UBTech: Aims to deliver 500 industrial humanoids in 2025, with educational robot orders already exceeding 300 units. Robot Era: Delivered over 300 units by July 2025 with 500 more on hand. TLIBOT: Has around 1,000 intent orders. Galbot: Secured orders for its supermarket security robot, Galbot, in 100 stores. AI² Robotics: Has nearly 500 orders for its general-purpose robots for industrial and public service scenarios. But here’s the crucial reality check. While the order boom is exciting, it doesn't automatically translate to fulfilled deliveries. Many companies lack the production capacity to keep up. A significant portion of these are "intent orders" or framework agreements, not guaranteed sales. Furthermore, the market is heavily B2B-focused, with consumer demand representing only about 5% of sales. Some orders are even symbolic, for public relations or strategic purposes. This “order frenzy” is a starting point, not the finish line. The true test for China's humanoid robot industry isn't who can secure the biggest order, but who can consistently deliver on it and build a stable market for the future.
2:44

China's humanoid robotics market is on fire. With orders expected to top 30,000 units this year—a tenfold jump from 2024's total of less than 3,000—2025 is officially shaping up to be the "Year of Mass Production." This surge, driven by an expansion into new sectors like industrial manufacturing, logistics, and elder care, is reflected in a wave of new deals across the industry. Here's a look at some of the key commercial progress: Astribot: A 1,000-unit order for industrial and logistics deployment over two years. TianTai Robotics: Signed a major 10,000-unit order for caregiving robots. Noetix Robotics : Received over 2,000 intent orders in one month, valued at over 100 million yuan, with a focus on education and commercial performances. AgiBot: Expects to ship thousands of units this year and tens of thousands in 2026. Unitree Robotics: Has orders for thousands of units and is one of the most visible products in the industry. UBTech: Aims to deliver 500 industrial humanoids in 2025, with educational robot orders already exceeding 300 units. Robot Era: Delivered over 300 units by July 2025 with 500 more on hand. TLIBOT: Has around 1,000 intent orders. Galbot: Secured orders for its supermarket security robot, Galbot, in 100 stores. AI² Robotics: Has nearly 500 orders for its general-purpose robots for industrial and public service scenarios. But here’s the crucial reality check. While the order boom is exciting, it doesn't automatically translate to fulfilled deliveries. Many companies lack the production capacity to keep up. A significant portion of these are "intent orders" or framework agreements, not guaranteed sales. Furthermore, the market is heavily B2B-focused, with consumer demand representing only about 5% of sales. Some orders are even symbolic, for public relations or strategic purposes. This “order frenzy” is a starting point, not the finish line. The true test for China's humanoid robot industry isn't who can secure the biggest order, but who can consistently deliver on it and build a stable market for the future.

RoboHub🤖

199,146 Aufrufe • vor 10 Monaten

A Few Thoughts on Robotics The criticism that robotics can only be used in a rather one-sided way is, at the same time, the solution to the problem. What do I mean by that? Since the Industrial Revolution, humanity has increasingly made production methods more efficient. Fordism introduced assembly line work, but this comes at the expense of monotonous, repetitive tasks. On the one hand, immense wealth has been created; on the other hand, countless people suffer from repetitive tasks, which are a direct consequence of that industrial revolution and the division of labor- in other words, assembly line work. The debate about whether AI and robotics could impact the labor market is answered in different ways. I have a clear opinion on this: Up to now, technology has merely been an augmentation, an improvement of human labor to make it more effective. Robotics and AI, however, represent a qualitative break with this situation. For the first time in human history, it won't be humans who become more efficient, but rather replaceable, insofar as human augmentation becomes *less* efficient than replacing human labor with robotics. In just a few years, a human using technology will simply be less efficient than a robot that doesn't know an eight-hour day, weekends, or holidays, but can perform monotonous tasks 24/7 on an assembly line without breaking down due to physical ailments or needing medical attention. Wear and tear simply means replacing specific parts of the robot. To return to the initial question: production doesn't require general-purpose robots capable of performing a wide variety of tasks, but rather specialized robots that excel at the specific tasks for which they are needed. Figure02 vividly illustrates why this is only now possible: even the simplest assembly line work still requires delicate manual dexterity because the production line is designed for human hands. This breakthrough has now arrived, but AGI (Automated Generating Intelligence) isn't necessary for robots to be used in production processes. It's sufficient that they can perform monotonous tasks. And that's why I believe 2026 will be the year of the robots. (Clip: Figure02 in production chain at BMW Car-production)
1:24

A Few Thoughts on Robotics The criticism that robotics can only be used in a rather one-sided way is, at the same time, the solution to the problem. What do I mean by that? Since the Industrial Revolution, humanity has increasingly made production methods more efficient. Fordism introduced assembly line work, but this comes at the expense of monotonous, repetitive tasks. On the one hand, immense wealth has been created; on the other hand, countless people suffer from repetitive tasks, which are a direct consequence of that industrial revolution and the division of labor- in other words, assembly line work. The debate about whether AI and robotics could impact the labor market is answered in different ways. I have a clear opinion on this: Up to now, technology has merely been an augmentation, an improvement of human labor to make it more effective. Robotics and AI, however, represent a qualitative break with this situation. For the first time in human history, it won't be humans who become more efficient, but rather replaceable, insofar as human augmentation becomes *less* efficient than replacing human labor with robotics. In just a few years, a human using technology will simply be less efficient than a robot that doesn't know an eight-hour day, weekends, or holidays, but can perform monotonous tasks 24/7 on an assembly line without breaking down due to physical ailments or needing medical attention. Wear and tear simply means replacing specific parts of the robot. To return to the initial question: production doesn't require general-purpose robots capable of performing a wide variety of tasks, but rather specialized robots that excel at the specific tasks for which they are needed. Figure02 vividly illustrates why this is only now possible: even the simplest assembly line work still requires delicate manual dexterity because the production line is designed for human hands. This breakthrough has now arrived, but AGI (Automated Generating Intelligence) isn't necessary for robots to be used in production processes. It's sufficient that they can perform monotonous tasks. And that's why I believe 2026 will be the year of the robots. (Clip: Figure02 in production chain at BMW Car-production)

Chubby♨️

15,228 Aufrufe • vor 7 Monaten

The wait is over. Figure 03 is here, "Designed for Helix, the home, and the world at scale." ⦿ Shown testing at home, performing long-horizon tasks fully autonomously (nothing teleoperated). ⦿ A completely redesigned sensory suite and hand system, which is purpose-built to enable Helix, Figure's proprietary VLA AI. ⦿ 9% lighter than Figure 02. ⦿ Features 2kW wireless charging, an improved audio system for voice reasoning, and battery safety advancements. ⦿ Figure established a new supply chain and an entirely new process for manufacturing humanoid robots. ⦿ A new compact camera architecture delivers twice the frame rate, one-quarter the latency, and a 60% wider field of view per camera. ⦿ An embedded palm camera with a wide field of view and low-latency sensing. ⦿ First-generation in-house developed tactile sensors for fingertips, capable of detecting forces as small as three grams of pressure. ⦿ Includes 10 Gbps mmWave data offload capability. ⦿ Better protection against pinch points. Figure's manufacturing facility, BotQ, has a first-generation manufacturing line that will initially be capable of producing up to 12,000 humanoid robots per year, with the goal of producing a total of 100,000 robots over the next four years.
6:19

The wait is over. Figure 03 is here, "Designed for Helix, the home, and the world at scale." ⦿ Shown testing at home, performing long-horizon tasks fully autonomously (nothing teleoperated). ⦿ A completely redesigned sensory suite and hand system, which is purpose-built to enable Helix, Figure's proprietary VLA AI. ⦿ 9% lighter than Figure 02. ⦿ Features 2kW wireless charging, an improved audio system for voice reasoning, and battery safety advancements. ⦿ Figure established a new supply chain and an entirely new process for manufacturing humanoid robots. ⦿ A new compact camera architecture delivers twice the frame rate, one-quarter the latency, and a 60% wider field of view per camera. ⦿ An embedded palm camera with a wide field of view and low-latency sensing. ⦿ First-generation in-house developed tactile sensors for fingertips, capable of detecting forces as small as three grams of pressure. ⦿ Includes 10 Gbps mmWave data offload capability. ⦿ Better protection against pinch points. Figure's manufacturing facility, BotQ, has a first-generation manufacturing line that will initially be capable of producing up to 12,000 humanoid robots per year, with the goal of producing a total of 100,000 robots over the next four years.

The Humanoid Hub

169,159 Aufrufe • vor 9 Monaten

Everything Elon said about Optimus on the Q4 2024 earnings call: ⦿ I see a path for Tesla to be the most valuable company in the world, possibly bigger than the next five companies combined, overwhelmingly due to autonomous vehicles and autonomous humanoid robots. ⦿ The training compute needed for Optimus will ultimately probably be 10× what is needed for cars. Humanoids likely have 1,000× more useS than a car, which doesn't mean training scales by 1,000×, but probably close to 10×. The training compute will scale progressively as Optimus becomes more productive. ⦿ Long-term, Optimus has the potential to generate $10 trillion in revenue. In that scenario, we can support a lot of training compute. Even $500 billion in training compute is a good deal (chuckles). ⦿ There's a lot of uncertainty with timing because several aspects are being iterated simultaneously. The internal plan is for roughly 10,000 robots to be built this year, but we'll more likely produce several thousand. ⦿ I'm confident those several thousand robots will be able to do useful things. ⦿ The lessons from Production V1 will inform the changes in Production V2, which we expect to launch around mid-next year. ⦿ Our goal, aspirationally, is to ramp 10× every year, but perhaps we end up with 5× growth per year. With that kind of growth, it won't be many years before we're making 100 million robots a year. ⦿ The off-the-shelf components didn't work well, so we had to design everything in-house, including the most sophisticated hand ever made. Optimus will be able to play a piano and thread a needle. ⦿ My long-term prediction is that Optimus will overwhelmingly be the value of the company. ⦿ Optimus is not design-locked. It is rapidly evolving in a good direction. Tesla has by far the best humanoid robotics engineers in the world. Tesla also has all the other necessary ingredients: battery pack, power electronics, charging, communications, real-world AI, and the ability to scale production. ⦿ What other companies are missing is real-world AI and the ability to scale to millions of units a year. ⦿ This year, we aim to use Optimus internally at Tesla. We can easily use several thousand robots at Tesla for repetitive tasks, such as loading sheet metal at the welding line. ⦿ The Production V1 line is roughly 1,000 units per month. The Production V2, launching around mid-next year, will be for 10k units per month. The line after that will be for 100k units a month. Of course, it takes time for any given line to reach its maximum potential. ⦿ A very rough guess: we'll start delivering Optimus to companies outside of Tesla in the second half of 2026. The ramp is going to be exponential, and demand will not be a problem. ⦿ Once we're above 1 million units per year, the production cost of Optimus will be less than $20,000. Its total mass and complexity are much lower than a car. At a similar production volume to the Model Y, Optimus should be about half the cost of a Model Y. ⦿ The price is a different matter than cost. The price of Optimus will be set by market demand. [This is by far the longest Elon has ever spent discussing Optimus on an earnings call.]
12:28

Everything Elon said about Optimus on the Q4 2024 earnings call: ⦿ I see a path for Tesla to be the most valuable company in the world, possibly bigger than the next five companies combined, overwhelmingly due to autonomous vehicles and autonomous humanoid robots. ⦿ The training compute needed for Optimus will ultimately probably be 10× what is needed for cars. Humanoids likely have 1,000× more useS than a car, which doesn't mean training scales by 1,000×, but probably close to 10×. The training compute will scale progressively as Optimus becomes more productive. ⦿ Long-term, Optimus has the potential to generate $10 trillion in revenue. In that scenario, we can support a lot of training compute. Even $500 billion in training compute is a good deal (chuckles). ⦿ There's a lot of uncertainty with timing because several aspects are being iterated simultaneously. The internal plan is for roughly 10,000 robots to be built this year, but we'll more likely produce several thousand. ⦿ I'm confident those several thousand robots will be able to do useful things. ⦿ The lessons from Production V1 will inform the changes in Production V2, which we expect to launch around mid-next year. ⦿ Our goal, aspirationally, is to ramp 10× every year, but perhaps we end up with 5× growth per year. With that kind of growth, it won't be many years before we're making 100 million robots a year. ⦿ The off-the-shelf components didn't work well, so we had to design everything in-house, including the most sophisticated hand ever made. Optimus will be able to play a piano and thread a needle. ⦿ My long-term prediction is that Optimus will overwhelmingly be the value of the company. ⦿ Optimus is not design-locked. It is rapidly evolving in a good direction. Tesla has by far the best humanoid robotics engineers in the world. Tesla also has all the other necessary ingredients: battery pack, power electronics, charging, communications, real-world AI, and the ability to scale production. ⦿ What other companies are missing is real-world AI and the ability to scale to millions of units a year. ⦿ This year, we aim to use Optimus internally at Tesla. We can easily use several thousand robots at Tesla for repetitive tasks, such as loading sheet metal at the welding line. ⦿ The Production V1 line is roughly 1,000 units per month. The Production V2, launching around mid-next year, will be for 10k units per month. The line after that will be for 100k units a month. Of course, it takes time for any given line to reach its maximum potential. ⦿ A very rough guess: we'll start delivering Optimus to companies outside of Tesla in the second half of 2026. The ramp is going to be exponential, and demand will not be a problem. ⦿ Once we're above 1 million units per year, the production cost of Optimus will be less than $20,000. Its total mass and complexity are much lower than a car. At a similar production volume to the Model Y, Optimus should be about half the cost of a Model Y. ⦿ The price is a different matter than cost. The price of Optimus will be set by market demand. [This is by far the longest Elon has ever spent discussing Optimus on an earnings call.]

The Humanoid Hub

96,475 Aufrufe • vor 1 Jahr

DHL is scaling robotics to meet the future of supply chains! ⛓️‍💥 The logistics giant just announced a £550M (€637M) investment to expand automation across UK & Ireland operations, supporting fast growth in e-commerce and life sciences healthcare. 🇬🇧 By 2030, DHL plans to significantly grow its contract logistics business globally, with robotics and digitalisation as core enablers. The rollout already includes more than 2,000 robots across UK & EMEA, such as 750+ assisted picking robots from Locus Robotics, 6 River Systems, Part of Ocado Group, and RobustAI. Worth mentioning highlight, the first deployment of Boston Dynamics Stretch robot in the UK, capable of unloading up to 700 boxes per hour. This investment builds on DHL’s €1B+ already spent on automation over the last 3 years, spanning 3,200+ digitalisation projects. From assisted picking to container unloading, DHL’s bet is clear, robots will be central to high-speed logistics in the decade ahead.
0:31

DHL is scaling robotics to meet the future of supply chains! ⛓️‍💥 The logistics giant just announced a £550M (€637M) investment to expand automation across UK & Ireland operations, supporting fast growth in e-commerce and life sciences healthcare. 🇬🇧 By 2030, DHL plans to significantly grow its contract logistics business globally, with robotics and digitalisation as core enablers. The rollout already includes more than 2,000 robots across UK & EMEA, such as 750+ assisted picking robots from Locus Robotics, 6 River Systems, Part of Ocado Group, and RobustAI. Worth mentioning highlight, the first deployment of Boston Dynamics Stretch robot in the UK, capable of unloading up to 700 boxes per hour. This investment builds on DHL’s €1B+ already spent on automation over the last 3 years, spanning 3,200+ digitalisation projects. From assisted picking to container unloading, DHL’s bet is clear, robots will be central to high-speed logistics in the decade ahead.

Lukas Ziegler

26,595 Aufrufe • vor 11 Monaten