Figure AI
Figure 02 humanoid ($39B val., 2025)
Humanoid Robotics
General-purpose robots, foundation models for embodied intelligence, and the supply chain making it real.
23 companies · 5 segments
Humanoid OEMs — Western
1X Technologies
NEO home humanoid
Apptronik
Apollo humanoid + Google partnership
Agility Robotics
Digit in logistics deployments
Tesla Optimus
In-house humanoid for Tesla factories
Boston Dynamics
Electric Atlas; Hyundai-owned
Sanctuary AI
Phoenix humanoid (Canada)
Humanoid OEMs — Asia & Europe
Unitree
Low-cost humanoid + quadrupeds (CN)
UBTECH
Walker series; HK-listed (CN)
AgiBot
Chinese humanoid maker (ex-Huawei)
NEURA Robotics
German cognitive humanoid
Embodied AI / Robot Foundation Models
Physical Intelligence (π)
Cross-embodiment foundation models
Skild AI
General-purpose robot brain ($1.4B raised)
Covariant
Manipulation foundation models (Amazon-acq.)
Google DeepMind RT-X
Robotics transformers (in-house)
Industrial & Mobile Robots
Symbotic
Warehouse automation at scale
ABB Robotics
Industrial arms incumbent
Diligent Robotics
Moxi clinical robots
Machina Labs
Robotic sheet-metal forming
Components & Simulation
NVIDIA Isaac / GR00T
Robot foundation model stack
Collaborative Robotics
Mobile manipulator (founder ex-Amazon)
Reflex Robotics
Wheeled humanoid
RobotEra
Star1 humanoid (CN)