Companies

15 companies shaping the future of humanoid robotics.

Tesla

Advanced Prototype

Optimus Gen 2/3: 173cm, 57kg, 50 hand actuators. Mass production targeted Q3 2026. In-house AI5 compute, 2.3 kWh battery. Analysts value program at $25-100B.

Optimus Gen 2Optimus Gen 3

$25-100B (est.)USA

Figure AI

Pre-commercial

Figure 03 deployed at BMW. Helix AI (7B param VLA model). Target price $20K at scale. Raised $1.9B. 619 employees. BotQ factory capacity: 12K/year.

Figure 01Figure 02Figure 03

$39BUSA

Boston Dynamics

Advanced Prototype

30 years of dynamic locomotion R&D. Electric Atlas won Best Robot at CES 2026. 80% owned by Hyundai ($1.1B acquisition). Partnership with Google DeepMind.

Atlas (Electric)SpotStretch

~$5B (est.)USA

Agility Robotics

Commercial

Digit v4 in commercial use. GXO Logistics first RaaS contract. Schaeffler 100-plant rollout commitment. RoboFab: first purpose-built humanoid factory (10K/year).

Digit v4Digit Gen 6

$2.1BUSA

Apptronik

Pilots

Apollo in pilots at Mercedes-Benz. $935M raised. AT&T Ventures, Google, others backed. $5.3B valuation. $100M+ strategic investment from Mercedes.

Apollo

$5.3BUSA

1X Technologies

Pilot

Norwegian home humanoid Neo. EVE for security. ~$10B valuation. EQT committed to 10,000 units across 300+ portfolio companies. $125M+ raised.

NeoEVE

~$10BNorway/USA

Sanctuary AI

Pilots

Phoenix with Carbon AI cognition. Demonstrated retail sorting. One of the most prolific patent filers. Backed by Google, others. Focus on human-like reasoning.

Phoenix

~$1BCanada

Unitree Robotics

Commercial

H2 is the current full-sized Unitree H-series platform, succeeding H1. G1 and R1 cover the compact research/consumer segment. Chinese IPO planned mid-2026 targeting $3-7B. 4,200+ units shipped in 2025. Cost leader globally.

H2G1R1

$3-7B (IPO)China

UBTECH Robotics

Commercial

Walker S2 mass-produced for automotive factories. 800M+ yuan orders. HKEX listed (9880.HK), ~$6.7B market cap. One of China's largest humanoid producers.

Walker SWalker S2Walker X

$6.7BChina

Engineered Arts

Commercial

Ameca: the most expressive humanoid face ever made. Hyper-realistic facial actuators. Used globally in research, entertainment. Self-funded UK company.

AmecaMesmer

PrivateUK

AgiBot

Prototype

A2 Ultra is the current full-size AgiBot humanoid platform, with embodied-AI demos and commercial-service positioning. AgiBot reported 5,168 units shipped in 2025 across its humanoid program. HK IPO planned 2026 targeting $6B+.

A2 Ultra

$6B (IPO target)China

NVIDIA

Platform

Horizontal infrastructure layer for humanoid robotics. Jetson Thor compute + GR00T foundation model. Partnered with LG. Almost every Western humanoid OEM embeds NVIDIA.

GR0T (Software)Jetson Thor

$3.5T (Public)USA

Fourier Intelligence

Mass Production

GR-1/GR-2 for healthcare. Mass production for rehabilitation and eldercare. Exoskeleton-derived actuators. $60M+ raised. Chinese medical humanoid leader.

GR-1GR-2

PrivateChina

XPENG Robotics

Advanced Prototype

Iron/PX5 adapting autonomous vehicle AI to bipedal form. 3,000 TOPS in-house Turing chips. $100M+ invested. Simulation-trained control.

PX5Iron

PrivateChina

Hyundai Motor Group

Active

Owns 80% of Boston Dynamics. $26B US investment program. Atlas factory targeting 30K units/year by 2028. Milan Kovac (ex-Tesla Optimus) as adviser.

Atlas (Boston Dynamics)DAL-e

$50B+ (Public)South Korea