Mind Robotics — $500M Series A ($2B val) — Rivian spin-out industrial arms — EV makers spawning robotics scale. Led by Index Ventures with Rivian and Khosla. Leverages Rivian’s manufacturing automation IP for general-purpose industrial arms. First deployments targeted Q4 2026 at Rivian’s Normal, IL plant.

Rhoda AI — $450M Series A ($1.7B val) — Video-trained manipulation — Sub-2-min factory cycles. Operators record tasks on video; Rhoda’s model replicates them. Sub-2-min cycle times across 12 object categories. Pilot lines running at two unnamed automotive OEMs.

Sunday — $165M Series B ($1.15B val) — Household humanoid Memo — 3K waitlist, $10K price. Korean humanoid at $10K price point. 3K-unit waitlist. Memo handles laundry folding, dish loading, surface cleaning. Consumer shipments planned H1 2027.

Atoms (Travis Kalanick) — Uber-backed launch — Industrial non-humanoid bots — Atoms beat bits in food/mining. Kalanick’s post-Uber venture targets food logistics and mining with non-humanoid form factors. Stealth-mode pilots reportedly underway with two major food distributors.

FANUC × NVIDIA — Full integration deal — 3 kg–2.3-ton portfolio — Voice-to-code for operators. Entire lineup (3 kg cobots to 2.3-ton heavy lifters) now integrates Jetson edge, Isaac Sim, and Omniverse digital twins. Enables natural-language programming for operators.

Skild AI — $1.4B cumulative ($14B val) — Omni-bodied brain on Foxconn lines — Data flywheel at production scale.First commercial generalized robot brain — running dual-arm assembly on Foxconn’s Blackwell line in Houston. Every deployed unit feeds data back, building the largest Physical AI dataset.