$KIDZ ( 80.9% pre) KIDZ AI Wins 2026 EdTechX Award and Unveils KIDZBot AI Robotics Platform
ooc.bz/l/106881
もう風の時代へ切り替わっている retweeted
【盲点】フライドポテトを全自動で揚げるロボットがある。Miso Robotics製Flippy 2はAIビジョンで食材を識別しバスケットへの投入から揚げ上がりの取り出しまで毎時60バスケットをこなす。米100店舗で稼働中だ。
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William.K retweeted
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if you’re also curious about robotics hardware and don’t know a lot (like me), i found the best place to start!!
this website has an interactive breakdown of literally every component in a humanoid: skeleton, motors, batteries, reducers, sensors, all the way to cost breakdowns and sourcing
you can click through real robots (like boston dynamics, apollo) and watch the spec sheets update live
also just a joy to use humanityslastmachine.com
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day 3, learnt about embodied ai from an incredible blog post bc @FaizHilaly looked me up and down and said I didn’t know enough abt it
now i know embodied ai isn’t actually a software race. every humanoid collapses into one bottleneck: the actuator, and the actuator collapses into one material: the magnet. china makes 92% of them
the frontier of robotics is being decided by materials science, not software like i thought
substack.com/@crosscurrents2…
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Look at how robotics has replaced thousands of workers already, robotic wharehouse is a good example, robo taxis another. Now imagine even more advanced AI coupled with a full humanoid capable Optimus robot. 95% of jobs will be replaceable.
Lidoor L. Joseph retweeted
#Robotic Electricians Take on Live Power Grid Work in China
by @XueJia24682
#Robotics #Engineering #Innovation #TechForGood
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Industrial humanoid robots in logistics alone are projected to hit $326B by 2034.
And the robot below (Digit) is the first humanoid robot to operate in live commercial environments at scale.
Digit is a bipedal humanoid robot designed for warehouse and logistics work that's putting up impressive numbers:
- 65,000 operational hours
- 100,000 totes moved at customer sites
- $300M in binding orders for Digit V5
And they’ve got backing from some serious names:
- Amazon, Toyota, and Schaeffler are active customers
- Amazon, NVIDIA, SoftBank Vision Fund 2 and Foxconn are all in as both investors and commercial partners.
Digit is built by a company called @agilityrobotics that just merged with Churchill Capital Corp XI.
So while Agility is still an early-stage company, public investors have a way to get direct exposure through $CCXI for the first time.
And our analyst @MelvinInvests started buying $CCXI last week.
His view is simple:
Humanoid robotics could become one of the biggest AI application layers over the next decade but the winners won't be built overnight. It's an early bet on a market that may take years to mature.
Melvin previously called Micron $MU, Credo $CRDO and Nebius $NBIS before their major runs.
Don’t miss his next call, try Milk Road PRO for $1. (link in first comment below)
The first humanoid robotics stock you can actually buy on the public market is about to exist (Save this).
Until now, if you wanted exposure to humanoid robots you had to own NVIDIA or Amazon.
But that's about to change with $CCXI.
Churchill Capital Corp XI ($CCXL) is a $414 million SPAC that just announced a merger with Agility Robotics valuing the company at $2.5 billion pre-money. The deal brings in $620 million in gross proceeds including a $200 million PIPE led by Foxconn. When it closes, CCXI shareholders own Agility outright.
And one of our analysts just bought $CCXI.
Agility builds Digit, a bipedal humanoid robot designed for warehouse work:
- Digit is the first humanoid robot ever placed in live commercial operations anywhere in the world.
- Amazon, Toyota and Schaeffler are active customers.
- Digit has logged over 65,000 operational hours and moved over 100,000 totes.
Amazon, NVIDIA, SoftBank Vision Fund 2 and Foxconn are all in as both financial backers and commercial partners. Foxconn is now leading the PIPE and manufacturing Digit v5: the next generation robot.
Agility already has over $300 million in binding Digit v5 orders on the books before the deal has even closed.
The market they're going after is not small. Industrial humanoid robots in logistics alone is projected to hit $326 billion by 2034. Agility is the only company already in that market generating commercial revenue from actual deployed robots at actual customer sites.
Here are the risks of the investment:
- Agility burned roughly $100 million in cash in 2025 with $111 million in operating expenses.
- No public revenue figure has been disclosed yet.
Note: This is an early-stage bet on a category that could take years to pay off.
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NWS retweeted
There is no doubting that robotics is the future of physical AI.
Here are 5 stocks you may not have heard of to play the robotics super cycle.
1. $OUST - Ouster
Ouster is a roughly $3.3 billion lidar company whose Rev8 digital platform is showing up across robotics, autonomous vehicles, and industrial machinery. Q1 2026 revenue hit $48.6 million, up 49% year over year, and the company just raised $200 million in a follow-on offering to fund production. It expanded its manufacturing partnership with Benchmark toward 100,000-plus units a year, signed AIM Intelligent Machines to put sensors on autonomous heavy equipment in mining, construction, and defense, and is working with FieldAI to help general-purpose robots navigate complex environments using Rev8's native color lidar.
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Konnex is redefining how robots earn and collaborate—by turning physical work into programmable on‑chain contracts. A true robotics Layer‑1 where AI meets real‑world action.
@konnex_world.
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Tecxman retweeted
From Aguata to Rwanda: 20 Outstanding South-East Students Head to Pan-African STEM Boot Camp for AI, Robotics, Digital Storytelling parallelfactsnews.com/from-a…
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mathovermyth 亗 retweeted
$ARKQ ARK Autonomous Tech & Robotics
Weekly Monthly & Quarterly Charts
#AI #ETFs #TechWreck2 #LiquidityLogic™
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เผยโฉม "Isaac 1" หุ่นยนต์พ่อบ้านสุดล้ำ พับผ้า-จัดเตียงได้ในราคา 2.9 แสนบาท l TNN Tech
Weave Robotics เปิดตัว "Isaac 1" หุ่นยนต์ผู้ช่วยทำงานบ้านรุ่นใหม่ล่าสุดที่พัฒนาให้สามารถเคลื่อนที่รอบบ้านได้ มาพร้อมดีไซน์น่ารักเป็นมิตรคล้ายตัวละคร Baymax หุ้มด้วยวัสดุนุ่ม และตัวเครื่องที่ยืดหดปรับความสูงได้ ทำให้ครอบคลุมงานบ้านหลากหลายยิ่งขึ้น ทั้งการพับเสื้อผ้า เก็บของรกรุงรัง และจัดเตียงนอน โดยเปิดตัวมาในราคาเท่ารุ่นก่อนหน้าที่ 8,000 ดอลลาร์สหรัฐ (ประมาณ 290,000 บาท) พร้อมฟังก์ชันที่ปิดกล้องแบบกายภาพเพื่อความสบายใจของเจ้าของบ้าน
อย่างไรก็ตาม แม้ความสามารถจะถูกพัฒนาขึ้นอย่างก้าวกระโดด แต่ Isaac 1 ยังไม่สามารถทำงานอัตโนมัติได้สมบูรณ์ 100% โดยในบางสถานการณ์ยังคงต้องอาศัยการควบคุมระยะไกล (Teleoperation) จากพนักงานมนุษย์ให้คอยช่วยเหลือผ่านกล้องของหุ่นยนต์ ซึ่งข้อจำกัดนี้อาจกลายเป็นประเด็นที่สร้างความกังวลด้านความเป็นส่วนตัวให้กับผู้ใช้งานบางกลุ่มที่ไม่อยากให้คนแปลกหน้ามองเห็นพื้นที่ภายในบ้าน
#WeaveRobotics #Isaac1 #หุ่นยนต์พ่อบ้าน #SmartHome #TNNTech
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just one clip it all instead of creating this overhang over bitcoin for years to come, there'll probably be opportunities in robotics stocks or something to rotate into.
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Physical AI needs eyes, joints, and a brain that doesn't drain the battery. These five companies build exactly that: the sensors, the chips, and the robots themselves.
If you found this useful, follow me @JasonL_Capital for more breakdowns on the supply chains powering the robotics super cycle.
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3. $VPG - Vishay Precision Group
Vishay Precision Group, now around $1.7 billion, makes the strain gauges and torque sensors that let a humanoid robot's joints sense force and pressure without breaking down under the heat of the actuators. Q1 2026 revenue was $84.4 million, up 17.6% year over year, with orders of $102.1 million and a 1.36 book-to-bill in its Sensors segment. The company booked its first $1.0 million in humanoid robotics orders in Q1, with engineering discussions now underway with a fourth humanoid developer.
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2. $CCXI - Churchill Capital Corp XI
CCXI is the roughly $850 million SPAC taking Agility Robotics public in a $2.5 billion merger, bringing in more than $620 million in proceeds between its trust account and a $200 million PIPE. Agility's Digit humanoid robot is already working inside Amazon, Toyota, GXO, and Mercado Libre facilities, backed by investors including NVIDIA, Amazon, SoftBank Vision Fund 2, and Foxconn. Once the deal closes later this year, the combined company trades under the ticker AGLT as, by its own framing, the only US-listed pure-play humanoid robotics company with active commercial deployments.
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Empowering the next generation of industrial automation. Konnex connects physical robotics to the decentralized economy. @konnex_world #Konnex #Web3 #AI #DePIN
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Empowering the next generation of industrial automation. Konnex connects physical robotics to the decentralized economy. @konnex_world #Konnex #Web3 #AI #DePIN
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Empowering the next generation of industrial automation. Konnex connects physical robotics to the decentralized economy. @konnex_world #Konnex #Web3 #AI #DePIN
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Empowering the next generation of industrial automation. Konnex connects physical robotics to the decentralized economy. @konnex_world #Konnex #Web3 #AI #DePIN
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