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NEWS: Figure has unveiling its 3rd generation humanoid robot. • Features a completely redesigned sensory suite and hand system. Wireless charging in feet. • Next-generation vision system engineered for high-frequency visuomotor control. Its new camera architecture delivers twice the frame rate, one-quarter the latency, and a 60% wider field...

140,241 просмотров • 9 месяцев назад •via X (Twitter)

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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 просмотров • 1 год назад

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 просмотров • 9 месяцев назад

China unveils humanoid robot worker with brain that runs 275 trillion ops/sec | Jijo Malayil, Interesting Engineering In tests, SUYUAN used vision and joint control to sort and move crates of various sizes, greatly improving warehouse productivity. Chinese manufacturing firm Shanghai Electric has unveiled its first self-developed industrial humanoid robot, “SUYUAN,” marking a major milestone in its robotics journey. Debuting at the World Artificial Intelligence Conference (WAIC 2025) on July 26 in Shanghai, SUYUAN boasts 38 degrees of freedom and 275 TOPS of on-device computing power, enabling precise operations and fluid movements. According to the firm, designed for diverse industrial use, the robot showcases Shanghai Electric’s end-to-end capabilities—from core tech to integrated solutions—and reinforces its commitment to next-gen industrial automation through a full industry chain strategy. At WAIC 2025, Shanghai Electric also unveiled a new joint venture with Johnson Electric for next-gen humanoid robotics and showcased its “LINGKE” dual-arm robot. Recently, Hangzhou-based Unitree Robotics launched the R1 humanoid with 26 joints for $5,900, showcasing athletic feats like cartwheels, running, and quick recovery. Smart factory assistant Shanghai Electric claims SUYUAN, equipped with 38 degrees of freedom (DoF) and a powerful 275 TOPS on-device computing processor, delivers fluid, human-like movements and high-precision operations across various industrial scenarios. Its advanced articulation and real-time processing capabilities make it highly adaptable, enabling smooth execution of complex tasks in dynamic work environments. SUYUAN, who weighs 110 pounds (50 kilograms) and is 5 feet 6 inches (167 cm) tall, was designed to have human-like proportions. Its 38-DoF articulation offers dexterity, allowing for both wide-range motion and sensitive manipulation. With a single arm, the robot can lift objects up to 4.4 pounds (2 kilograms) in weight and carry a total payload of up to 22 pounds (10 kilograms). With a walking pace of 3.1 miles per hour (5 km/h), SUYUAN is ideal for environments including assembly lines, warehousing, and logistics, according to a statement. To navigate complex industrial settings, SUYUAN combines LiDAR and binocular vision for self-guided mobility. Its 275-TOPS AI processor enables rapid data analysis and integration with large language models, allowing it to understand tasks in natural language and handle objects adaptively, reports Fox 44 News. In pilot demonstrations, the robot successfully identified, picked, and relocated crates of varying sizes using advanced computer vision and coordinated joint control—delivering measurable gains in warehouse efficiency. The company claims that SUYUAN’s launch represents a major turning point in Shanghai Electric’s foray into humanoid robotics and strengthens its vertically integrated approach to industrial automation solutions. Intelligent task handling Shanghai Electric also demonstrated its most recent developments in intelligent manufacturing at WAIC 2025, introducing a new joint venture with Johnson Electric centered on next-generation humanoid robotics and showcasing the “LINGKE” dual-arm robot. With its high-precision operations, adaptive teamwork, and closed-loop data capabilities, the LINGKE robot demonstrated live talents in handling complicated production jobs. LINGKE is made to do more than just replace human labor; it uses compliant force control and bimanual coordination to relieve workers of high-intensity, repetitive jobs. According to the company, the robot enhances operational efficiency by up to five times. Its core strength lies in a Data-Model-Deployment closed-loop system that starts with operational data, followed by data cleansing, model training, live deployment, and feedback-driven optimization—enabling autonomous learning and workflow improvement. Also at the event, Shanghai Electric and Johnson Electric introduced advanced hardware modules for humanoid robots, including rotary joints, linear joints, and dexterous finger joints. These components are designed to support smooth, precise, and quiet motion performance across robotics systems, reports Stock Titan. The joint venture announced two strategic agreements: a first-unit supply deal with the National and Local Co-Built Humanoid Robotics Innovation Center (Qinglong Project) and a cooperation memorandum with Fourier Robotics. Read more:

Owen Gregorian

51,638 просмотров • 11 месяцев назад

Can United States manufacture robots? Matic Robots says "yes." It makes the best floor cleaning robot, that has won many perfect scores from Wired to many others. We love ours. But my trip there to get a tour from AI pioneer Navneet Dalal Navneet Dalal provided some real insights into how hard it is for a hardware company to make hardware in the United States. And how deeply AI is changing consumer electronics products that are going to be in many more homes soon. In this first part (Part II coming tomorrow) we get a look at how long it took for this company to go through prototypes to a shipping product. In the second part, you'll see the scaling hell that it takes to even ship a few thousand robots and the kinds of problems that scaling up a factory brings. Matic is one of my favorite small Silicon Valley companies. It has found what we call "product market fit." I just came back from CES where I saw many of its competitors, and the Matic wins because of not just the product thinking of Mehul and Navneet Dalal but because of their AI leadership. In a way their robot took many lessons from Tesla, from where to put the batteries to its bet on computer vision, which Navneet has been a pioneer in for years, working quietly behind the scenes. It is about to move into a new location that will allow it to grow to meet the demand that now is showing up (the boxes in its lobby show that it's outgrowing its current facilities). In terms of AI, it has aspirations of making a humanoid too, but it is taking a far more measured approach to getting there. By starting on the floor it can not just build world models based on real world data (customers are given a choice whether to allow its data to be used that way. Most customers choose to keep their data on the robot only, for privacy reasons, but if you opt in you can help them improve their models). They are using that data to understand homes. Navneet told me they hit very unusual situations in people's homes already that they couldn't really predict in simulators, like full-wall mirrors that confuse computer vision systems, or pools and water features in people's homes. Having real customers brings a ton of customer feedback about how to further improve the robot, and, as Navneet demonstrates in the second video, forces them to build a manufacturing muscle memory. Getting teams to work together, figuring out how to solve supply chain problems, from Trump's tarriffs, to a new one that showed up over the past couple of weeks. A supplier for its bags (one of the cheaper parts that goes into the robot) changed the glue it used, which caused robots to fail quality tests and the manufacturing line to stop. Reminds me a lot of the hell Elon Musk faced in its Fremont factory when Tesla was first starting to manufacture its Model 3, which almost bankrupted the company. Off the record Mehul and Navneet 🇮🇳 showed me some of the prototypes and plans for its next products that will show up over the next few years. Certainly not as sexy as Tesla, Figure, 1x_tech, and all the Chinese manufacturers are showing off already, but far better thought out for the typical Western home and AI plays a huge role in its future. It is the product that speaks for itself. It's amazing, and is about to get better this year due to AI. It's the first real vision-only robot to be in my home and I bet it won't be the last from this company. Real honor that they invited me over with my Insta360 camera (another company launched in my home, just like Matic was last year). In Part II we go into the factory.

Robert Scoble

69,229 просмотров • 5 месяцев назад

MIT announces the Initiative for New Manufacturing | Peter Dizikes, MIT News The Institute-wide effort aims to bolster industry and create jobs by driving innovation across vital manufacturing sectors. MIT today launched its Initiative for New Manufacturing (INM), an Institute-wide effort to reinfuse U.S. industrial production with leading-edge technologies, bolster crucial U.S. economic sectors, and ignite job creation. The initiative will encompass advanced research, innovative education programs, and partnership with companies across many sectors, in a bid to help transform manufacturing and elevate its impact. “We want to work with firms big and small, in cities, small towns and everywhere in between, to help them adopt new approaches for increased productivity,” MIT President Sally A. Kornbluth wrote in a letter to the Institute community this morning. “We want to deliberately design high-quality, human-centered manufacturing jobs that bring new life to communities across the country.” Kornbluth added: “Helping America build a future of new manufacturing is a perfect job for MIT — and I’m convinced that there is no more important work we can do to meet the moment and serve the nation now.” The Initiative for New Manufacturing also announced its first six founding industry consortium members: Amgen, Flex, GE Vernova, PTC, Sanofi, and Siemens. Participants in the INM Industry Consortium will support seed projects proposed by MIT researchers, initially in the area of artificial intelligence for manufacturing. INM joins the ranks of MIT’s other presidential initiatives — including The Climate Project at MIT; MITHIC, which supports the human-centered disciplines; MIT HEALS, centered on the life sciences and health; and MGAIC, the MIT Generative AI Impact Consortium. “There is tremendous opportunity to bring together a vibrant community working across every scale — from nanotechnology to large-scale manufacturing — and across a wide-range of applications including semiconductors, medical devices, automotive, energy systems, and biotechnology,” says Anantha Chandrakasan, MIT’s chief innovation and strategy officer and dean of engineering, who is part of the initiative’s leadership team. “MIT is uniquely positioned to harness the transformative power of digital tools and AI to shape future of manufacturing. I’m truly excited about what we can build together and the synergies this creates with other cross-cutting initiatives across the Institute.” The initiative is just the latest MIT-centered effort in recent decades aiming to expand American manufacturing. A faculty research group wrote the 1989 bestseller “Made in America: Regaining the Productive Edge,” advocating for a renewal of manufacturing; another MIT project, called Production in the Innovation Economy, called for expanded manufacturing in the early 2010s. In 2016, MIT also founded The Engine, a venture fund investing in hardware-based “tough tech” start-ups including many with potential to became substantial manufacturing firms. As developed, the MIT Initiative for New Manufacturing is based around four major themes: - Reimagining manufacturing technologies and systems: realizing breakthrough technologies and system-level approaches to advance energy production, health care, computing, transportation, consumer products, and more; - Elevating the productivity and experience of manufacturing: developing and deploying new digitally driven methods and tools to amplify productivity and improve the human experience of manufacturing; - Scaling new manufacturing: accelerating the scaling of manufacturing companies and transforming supply chains to maximize efficiency and resilience, fostering product innovation and business growth; and - Transforming the manufacturing base: driving the deployment of a sustainable global manufacturing ecosystem that provides compelling opportunities to workers, with major efforts focused on the U.S. The initiative has mapped out many concrete activities and programs, which will include an Institute-wide research program on emerging technologies and other major topics; workforce and education programs; and industry engagement and participation. INM also aims to establish new labs for developing manufacturing tools and techniques; a “factory observatory” program which immerses students in manufacturing through visits to production sites; and key “pillars” focusing on areas from semiconductors and biomanufacturing to defense and aviation. The workforce and education element of INM will include TechAMP, an MIT-created program that works with community colleges to bridge the gap between technicians and engineers; AI-driven teaching tools; professional education; and an effort to expand manufacturing education on campus in collaboration with MIT departments and degree programs. INM’s leadership team has three faculty co-directors: John Hart, the Class of 1922 Professor and head of the Department of Mechanical Engineering; Suzanne Berger, Institute Professor at MIT and a political scientist who has conducted influential empirical studies of manufacturing; and Chris Love, the Raymond A. and Helen E. St. Laurent Professor of Chemical Engineering. The initiative’s executive director is Julie Diop. The initiative is in the process of forming a faculty steering committee with representation from across the Institute, as well as an external advisory board. INM stems partly from the work of the Manufacturing@MIT working group, formed in 2022 to assess many of these issues. The launch of the new initiative was previewed at a daylong MIT symposium on May 7, titled “A Vision for New Manufacturing.” The event, held before a capacity audience in MIT’s Wong Auditorium, featured over 30 speakers from a wide range of manufacturing sectors. “The rationale for growing and transforming U.S. manufacturing has never been more urgent than it is today,” Berger said at the event. “What we are trying to build at MIT now is not just another research project. … Together, with people in this room and outside this room, we’re trying to change what’s happening in our country.” “We need to think about the importance of manufacturing again, because it is what brings product ideas to people,” Love told MIT News. “For instance, in biotechnology, new life-saving medicines can’t reach patients without manufacturing. There is a real urgency about this issue for both economic prosperity and creating jobs. We have seen the impact for our country when we have lost our lead in manufacturing in some sectors. Biotechnology, where the U.S. has been the global leader for more than 40 years, offers the potential to promote new robust economies here, but we need to advance our capabilities in biomanufacturing to maintain our advantage in this area.” Hart adds: “While manufacturing feels very timely today, it is of enduring importance. Manufactured products enable our daily lives and manufacturing is critical to advancing the frontiers of technology and society. Our efforts leading up to launch of the initiative revealed great excitement about manufacturing across MIT, especially from students. Working with industry — from small to large companies, and from young startups to industrial giants — will be instrumental to creating impact and realizing the vision for new manufacturing.” In her letter to the MIT community today, Kornbluth stressed that the initiative’s goal is to drive transformation by making manufacturing more productive, resilient, and sustainable. “We want to reimagine manufacturing technologies and systems to advance fields like energy production, health care, computing, transportation, consumer products, and more,” she wrote. “And we want to reach well beyond the shop floor to tackle challenges like how to make supply chains more resilient, and how to inform public policy to foster a broad, healthy manufacturing ecosystem that can drive decades of innovation and growth.”

Owen Gregorian

77,197 просмотров • 1 год назад

BREAKING: First-Ever Full Tour of Figure's Humanoid HQ CEO Brett Adcock Exclusive look through every department on their San Jose campus: BotQ Factory, Testing, Design, Demos & more. Brett walks us through how Figure is built: - System integration lab: where robots are stress-tested with software faults & physical pushes - Helix AI: team floor where the controls & neural network engineers train the vision-language-action model that runs onboard every Figure robot - Reinforcement learning & stability testing: where Figure demos the Vulcan project — surviving a lost knee mid-task - Home: environment where Figure 03 autonomously tidies a living room using their Helix neural network (no teleoperation) - BotQ: manufacturing facility where heads, batteries, and limbs come together on the assembly line, including the custom-built battery line & end-of-line burn-in bays - Industrial design studio: (opened publicly for the first time) housing every generation of Figure robot ever built, including: Figure 01 with its Frankenstein forearms, Figure 02, & the sleek Figure 03 that recently appeared at the White House, plus the evolution of Figure's hands & feet Brett shares why he believes humanoid robots may achieve AGI before any other form factor, why Figure pivoted entirely from hand-coded controls to neural networks, & teases that Figure 04 will be their "iPhone 1 moment." This was so much fun! Big thank you to Brett & the team at Figure for opening the doors for us! Brett Adcock Figure 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Inside Figure’s Humanoid Campus (00:48) The humanoid factory (03:18) First humanoid guest at the White House (05:29) Controlling a robot with infinite movements (10:46) The truth about robot failures (13:00) Attacking a humanoid robot (testing responses) (16:12) Building a general purpose robot (23:05) The "Never Fall" protocol (28:56) Is the home robot teleoperated? (33:36) Leasing a 24/7 robot (35:01) Can a humanoid build a real car? (43:32) From flying robots to humanoids (45:59) The hidden path to physical AGI (56:21) Figure's secret design studio (01:00:44) Figure 4: The biggest leap in robotics (01:06:25) Training robots in spandex (01:10:26) Westworld, TIME Magazine, & Deadmau5

Molly O’Shea

732,250 просмотров • 2 месяцев назад

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 просмотров • 10 месяцев назад

A truly staggering number of AI-powered humanoid robots are emerging from Shenzhen, the booming Chinese tech hub. Shenzhen Dobot, which rose from a Kickstarter campaign to become an industrial automation leader, says its first humanoid robot, Atom, has entered mass production. Atom is positioned as a general-purpose cross-industry worker. Priced around $27,000, Atom boasts fine motor control that’s precise enough to pick up a cherry by the stem. Another major player is Pudu Robotics, which recently shipped its 100,000th service robot. Pudu is commercializing its wheeled and bipedal humanoids using its sizable customer base. Its flagship is the PUDU D9, a full-sized biped built to serve in places like warehouses, stores, and hotels. It sells for between $20,000 and $30,000. A newer firm, AI Squared, recently closed a funding round worth hundreds of millions of yuan to rush its Alpha Bot 2 general-purpose humanoid to market. The startup, founded in 2023, says its AI combines slow reasoning and fast motion planning so its robots can plan, talk, and move simultaneously. An even newer firm, Lumos Robotics, has reportedly raised nearly $28 million in angel funding to develop a full-stack humanoid robotics platform. The second-generation iteration of its flagship robot, the LUS 2, recently demonstrated the ability to get up from the ground in just a second. According to Lumos, the next-gen bot features upgraded actuators and sensors for athletic-level dexterity. LimX Dynamics, known for its agile quadrupeds and bipeds, just shared footage showcasing its CL-3 humanoid’s lifelike walking gait and gestures. LimX says its flagship humanoid can watch human movement videos and replicate them via motion conversion, with no hand coding required. Just a year after its establishment, the startup DIGIT has unveiled multiple lines of sci-fi-inspired humanoids. Its Starwalker robots switch between legged and wheeled locomotion to cover more than 10,000 square meters across multiple floors. They’re available in five different colors. DIGIT also has a robot named Xia Lan with a humanlike face that can show a range of expressions and emotions. The leading Chinese robotics firm UBTECH also recently introduced its first hyper-realistic humanoid robot, Una, intended for applications like customer service and event marketing. UBTECH says it’s begun mass-producing its Walker S humanoid robots that are reportedly helping assemble iPhones for Foxconn. Footage of a so-called intelligent swarm of these humanoids at a Zeekr factory shocked the world. Another EV maker, Xpeng, plans to start mass-producing its Iron humanoids in 2026. The robot reportedly stole the show during the 2025 Shanghai Auto Week. The Shenzhen firm that’s gotten the most attention outside the usual tech echo chambers is Engine AI, which is planning the world’s first full-sized humanoid robot boxing tournament.

Mike Kalil

11,408 просмотров • 1 год назад

The Cybercab is aiming to produce 2 million units per year. Let this sink in. Today, Tesla produces about ~1.7 million vehicles per year total, across its entire lineup. And now Tesla is preparing to outproduce that with one single vehicle, a fully autonomous one. This is Elon and Tesla going ALL-IN on autonomy. Production is scheduled to start April 2026 at Giga Texas, with volume ramping throughout the year. And as of early 2026, Cybercab prototypes are already being tested around the U.S. The Tesla Cybercab is built from the ground up for unsupervised autonomy. There is no steering wheel and no pedals, just cameras, AI, and Tesla’s custom inference computers. No lidar and radar like other companies, just pure vision and software. Elon put it best on the Q3 2024 earnings call: “It’s not just a revolutionary vehicle design, but a revolution in vehicle manufacturing that is also coming with the Cybercab.” That quote matters a lot bc that means the entire way a vehicle is manufactured is changing with the Cybercab. Tesla is designing what Elon calls “the machine that builds the machine.” The Cybercab uses Tesla’s unboxed manufacturing process, where major sections are built in parallel instead of one long assembly line. There are fewer parts, less steps & cost, and faster scale. That’s how you make 2 million Cybercabs per year possible. FYI, this is not going to be easy though. Elon has been brutally honest about production for many years: • “Prototypes are easy, production is hard.” • “The extreme difficulty of scaling production of new technology is poorly understood. It’s 1000% to 10,000% harder than making a few prototypes.” • “For cars, it’s maybe 100 times harder to design the manufacturing system than the car itself.” He reinforced this again in January 2026 when talking about Cybercab and Optimus on 𝕏: “Initial production is always very slow and follows an S-curve. The speed of the production ramp is inversely proportional to how many new parts and steps there are. For Cybercab and Optimus, almost everything is new, so the early production rate will be agonizingly slow - but eventually end up being insanely fast.” This is the key thing most people miss about Tesla manufacturing. Early output will be slow by design. Almost everything is new like the vehicle architecture, factory layout, AI hardware, and manufacturing flow. But once it works and clicks, it begins to scale hard. Tesla already proved they can do this. They survived Model 3 production hell. They turned Model Y into the BEST selling car in the world, of any kind. They ramped Cybertruck, which has over 30,000+ unique parts, to meaningful volume. Elon summed it up perfectly in 2024: “Compared to the insane pain of reaching high volume, positive margin production, prototypes are a piece of cake.” That’s why Tesla makes manufacturing look easy bc they already earned the scars from the last vehicle lineups. The Cybercab is aiming to be: 1/ Under $30,000 price 2/ ~$0.20 per mile operating cost 3/ 200+ mile range 4/ Up to 5x utilization vs personal cars 5/ Designed to run nearly nonstop 24/7 This is what you call manufacturing + AI + autonomy converging at scale. The competitors are still showing prototypes and demos, while Tesla is building new production lines, expanding factories, and actually building the product. I remember when Elon told me in the past that one of Tesla’s key advantage long term was going to be manufacturing technology. I get it now.

Teslaconomics

31,985 просмотров • 5 месяцев назад

Excited to announce GR00T N1, the world’s first open foundation model for humanoid robots! We are on a mission to democratize Physical AI. The power of general robot brain, in the palm of your hand - with only 2B parameters, N1 learns from the most diverse physical action dataset ever compiled and punches above its weight: - Real humanoid teleoperation data. - Large-scale simulation data: we are open-sourcing 300K+ trajectories! - Neural trajectories: we apply SOTA video generation models to “hallucinate” new synthetic data that features accurate physics in pixels. Using Jensen’s words, “systematically infinite data”! - Latent actions: we develop novel algorithms to extract action tokens from in-the-wild human videos and neural generated videos. GR00T N1 is a single end-to-end neural net, from photons to actions: - Vision-Language Model (System 2) that interprets the physical world through vision and language instructions, enabling robots to reason about their environment and instructions, and plan the right actions. - Diffusion Transformer (System 1) that “renders” smooth and precise motor actions at 120 Hz, executing the latent plan made by System 2. We deploy N1 on GR1 robot, 1X Neo robot, and a large collection of simulation benchmarks. N1 achieves up to +30% boost in diverse manipulation tasks for household and industrial settings. While humanoid robots are the main focus of N1, our model also supports cross-embodiment. We finetune it to work on the $110 HuggingFace LeRobot SO100 robot arm! Open robot brain runs on open hardware. Sounds just right. Let’s solve robotics, together, one token at a time. Links to our Whitepaper, Github repo, HuggingFace model, and open dataset page in the thread: 🧵

Jim Fan

465,968 просмотров • 1 год назад