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Oct 28Wed
  1. 雷科技42

    Interview with SparkLink Alliance's Zeng Guosong: SparkLink 3.0 Sees AI as an Opportunity to Overtake, Replacing Wired Robot Joints with Wireless

    Zeng Guosong, Secretary-General of the International SparkLink Alliance, said after the release of the SparkLink 3.0 standard that SparkLink 3.0 will develop around AI, with the goal of becoming the technical infrastructure of the AI intelligence era. The alliance has established an embodied intelligence working group and plans to use SparkLink modules to reduce cabling in robot joints. Its standard specifies 99.999% reliability and is divided into four communication modes: SLE, SLB, SLP, and SLZ. The alliance currently has nearly 1,260 member units, more than 100 of which are international members, and in April next year it will add an industry promotion group for the smart energy sector.

  2. New Strategy Robotics40

    Damon Technology GPC 2026 Global Partner Conference preview: AI and embodied intelligence logistics solutions deployed

    Damon Technology will hold the GPC 2026 Global Partner Conference on November 6-7 at its Damon Science and Innovation headquarters in Huzhou. Live on-site demonstrations will show four warehouse workstation solutions validated through internal POC, including intelligent parcel feeding for cross-belt sorters, feeding for the Flying Shuttle intelligent sorting robot, production line-side handling, and warehouse depalletizing and palletizing handling, with humanoid robots working in coordination with sorting hosts, conveyors, and shelf pallets.

  3. 36Kr Embodied Intelligence18

    Physical AI Reaches an Inflection Point for Deployment as Supply-Chain Companies Seize Opportunities

    Physical AI has become a new hot spot in the AI industry and has driven related A-share concept stocks higher, with Unitree Robotics shares rebounding more than 65% over 7 trading days since mid-October. Accelerating industry evolution and the entry of tech giants are seen as the underlying logic of the rally, while the "training + simulation + edge" computing narrative for physical AI follows the earlier computing narrative and eases market concerns that AI capital expenditure has peaked. The central government and local governments have successively issued policies on developing physical AI, and listed companies are positioning themselves across various links of the supply chain to seize opportunities.

  4. Robotphoenix/翼菲科技18

    RoboTechnik and Three-Body Universe announce collaboration, debut co-branded video worldwide

    RoboTechnik and Three-Body Universe, the exclusive global copyright holder and operator of the Three-Body IP, have officially announced a partnership, with their co-branded video completing its global premiere on October 24 at the "2026 Three-Body Day · Dehydration and Soaking Carnival" at Beijing's 798 Art District. Set in the year 2224 AD at a Mars base within the Three-Body timeline, the video features RoboTechnik's delta robots, SCARA robots, mobile robots, wafer-handling robots, and humanoid robots taking part in spacesuit production, vegetable cultivation, structural assembly, and equipment transport. The two parties will continue to advance cooperation in joint robot product development, offline experience spaces, and co-branded products.

  5. IEEE Spectrum Robotics40

    VicOne LAB R7 Study: Are Robot Safety Functions Still Reliable When Inputs Are Tampered With?

    VicOne LAB R7 testing shows that tampered inputs can make robots respond normally as designed while taking wrong actions: a robot dog treated poster text as instructions and changed its movement; in a hospital service robot simulation, ultrasound-band audio altered behavior; and ROS 2/DDS message injection made a robot that should have stayed still move.

Oct 27Tue
  1. 机器人全球资讯 · 微信公众号60

    Toyota advances humanoid robot strategy, plans to deploy 400,000 robots

    Toyota is commercializing two decades of robotics R&D, planning to deploy 400,000 robots backed by $6.4 billion a year in investment for factory automation, with a dedicated team coordinated by its chief production officer. In April this year Toyota showcased Cue7, an AI-equipped humanoid robot; in July Walden Robotics, spun off from Toyota's AI robotics business, completed a $300 million funding round at a post-money valuation of $1.1 billion, and its general-purpose robots are already deployed at Toyota's North American factories.

  2. 机器人全球资讯 · 微信公众号22

    [Industry Watch] Cultivating New Advantages for Hunan's Intelligent Robotics Industry Through Real-World Scenarios

    Hunan's intelligent robotics industry reached nearly 50 billion yuan in scale in 2025, with more than 300 related enterprises clustered in the province. The provincial intelligent robotics industry development and matchmaking cooperation conference was held on September 20 at the Changsha International Conference Center, with a special exhibition held alongside it. Hunan advocates using real operating conditions in construction machinery, rail transit, mining and power to drive technological breakthroughs, following a "specialized first, general-purpose later" path, and relying on platforms such as Zoomlion's more than 100 training workstations to close the loop from training and testing to pilot production and application. Meihu Intelligent Manufacturing has expanded from automotive oil pumps to robot joint modules, forming an annual capacity of 50,000 sets.

  4. 机器人全球资讯 · 微信公众号58

    MIIT: China's humanoid robot output exceeded 40,000 units in the first half of this year, expected to top 100,000 for the full year

    At a State Council Information Office press conference, it was announced that in the first half of this year China's complete humanoid robot products exceeded 400 models and output surpassed 40,000 units, with full-year output expected to top 100,000 units. MIIT said it is working on key technologies such as motion control, simulation, and tactile sensing, and promoting validation and deployment of products in more than 300 key scenarios including warehousing and logistics, food and retail, and home services. An IDC report shows that exploration of industrial and logistics applications is accelerating, while small humanoid robots for individual consumers have appeared in the Chinese market.

  5. 电子工程专辑 · 微信公众号58

    BlackBerry CEO discusses QNX transformation: robotics becomes fastest-growing segment, patent royalty backlog exceeds $1.2 billion

    BlackBerry CEO John Giamatteo said in a CNBC interview that robotics has become the fastest-growing segment of the QNX software division, and QNX's patent royalty backlog has surpassed $1.2 billion, growing by more than $250 million in two quarters. Nvidia has adopted QNX as the preferred platform for its Halos safety stack; QNX is currently deployed in more than 275 million vehicles worldwide and is certified to ISO 26262 ASIL-D. BlackBerry shares rose 142% in 2026, and its market capitalization recovered to about $5.4 billion.

  6. 电子工程专辑 · 微信公众号65

    Toyota plans to deploy 400,000 robots; humanoid robot Eley runs on TRI foundation model

    According to the Financial Times, Toyota plans to deploy 400,000 robots, backed by $6.4 billion a year in factory automation investment, with a dedicated robotics team coordinated by its chief production officer. Walden Robotics, spun off from TRI, has completed a $300 million seed round at a post-money valuation of $1.1 billion; its wheeled-base, dual-arm robot has been performing production work at Toyota's North American factories since February.

  7. 未来机器人网 · 微信公众号34

    ROBOTECH 2026 Day One: Humanoid Robots Move Past Showmanship as the Entire Supply Chain Enters the Deployment Phase

    ROBOTECH 2026 Intelligent Robot Expo opened on October 27 at the Shenzhen World Exhibition & Convention Center (Bao'an), with 180,000 square meters of exhibition space. It focuses on three scenarios—industrial, commercial service, and special-purpose robots—and is expected to draw 170,000 professional visitors and more than 3,600 exhibitors.

  8. 移动机器人产业联盟 · 微信公众号58

    Behind 14 M&A Deals: The Mobile Robot Industry Is Racing for Technology, Use Cases, and System Control Points

    According to statistics from the Mobile Robot Industry Alliance, as of October 26, 2026, 14 acquisitions or mergers had occurred in the mobile robot sector, covering key technologies, complete machines, software systems, and mature businesses. The article groups these deals into three categories: filling technology gaps, entering new use cases, and completing the warehouse operation chain, and argues that industry competition is shifting from individual product capabilities to key control points within complete systems.

  9. 甲子光年 · 微信公众号22

    2026 AI Creators Carnival (ACC 2026) Held at Haidian Park: An AI Conference Without Walls

    From October 21 to 25, the 2026 AI Creators Carnival (ACC 2026) took place at Haidian Park. About 100 "entrepreneurship trainees" brought their ideas and demos to find users, and 21 of the 50 exhibiting companies came from Haidian. Products such as Galbot's embodied robots and ZHI XING SHEN's visuotactile dexterous hands moved out of display cases for the public to try. The event featured five themed tribes—foundation models, AIGC, agents, AI ecosystem, and globalization—and linked with the Zhongguancun Exhibition Center and Zhongguancun Inno Way.

  10. 机器人产业应用 · 微信公众号60

    Over 20 humanoid robot body manufacturers make more than 100 investments, collectively entering industrial investment

    As of September this year, more than 20 domestic robot body companies have cumulatively invested in over 100 projects externally, and AgiBot has invested in and incubated 15 early-stage supply chain companies. Using the example of Zibianliang Robotics investing on the same day in joint module maker Juxie Intelligent and tactile sensor maker Moxian Technology, the article analyzes that body manufacturers taking stakes in upstream suppliers is aimed at securing supply of core components that are not yet standardized. The article divides such investments into two types: AgiBot-style deep incubation and Zibianliang-style lightweight industrial follow-on investment, and points out that dispersed capital, procurement bias, and insufficient investment research capabilities are the main risks.

  11. 机器人产业应用 · 微信公众号38

    Embodied AI data workshop held in Suzhou: views from frontline decision-makers on models, data, and real-world deployment

    On October 26, 2026, Robot Industry Application held a closed-door embodied AI data workshop in Suzhou Industrial Park, with more than 20 frontline decision-makers from models, data, real-world deployment, and chip infrastructure participating. Data vendors believe demand for embodied data is far from saturated, but model vendors argued that startups cannot scale data indefinitely; those on the deployment side emphasized cost reduction, efficiency gains, and the logic of calculating returns, and discussed mass production and standardization of tactile electronic skin.

  12. 硅星人Pro · 微信公众号22

    Manycore, Meshy, and Hyper3D Discuss AI 3D: Why Chinese Companies Are Leading

    Manycore Tech, Meshy, and Hyper3D discussed why Chinese AI 3D companies are leading at the ACC 2026 AI Creator Carnival. Manycore has launched the spatial generation model SpatialGen and is exploring the 3D generation model Aholo Lux3D, whose materials support up to nine channels; Hyper3D launched Agentic Mode, moving from Production Ready toward Agent Ready. The three companies believe that domestic high-quality 3D data, the production pipeline ecosystem, and talent accumulation are the main advantages.

  13. SOSV20

    SOSV discusses Physical AI at TechCrunch Disrupt: it is far more than robots

    At TechCrunch Disrupt, SOSV discussed Physical AI, emphasizing that its scope is far broader than robots, spanning areas such as materials discovery, programmable biology, and specialized chips. An SOSV partner noted that unlike IoT, which transmits data one way, Physical AI creates a two-way data pathway that enables closed-loop control of complex systems. SOSV has invested in the physical world for 12 years, backing about 60 new companies each year, and has roughly 85,000 square feet of laboratory space to support startups as they grow.

  14. Reddit r/robotics38

    DoorDash reportedly in talks to acquire Instacart for about $17 billion, a deal that could reshape delivery robotics

    DoorDash is reportedly in talks to acquire Instacart for about $17 billion. If completed, the deal would combine restaurant, grocery, and convenience-store delivery into a larger order network, potentially increasing order volume for autonomous delivery robots. The main challenge for delivery robots is utilization: completing only a small number of deliveries per day makes it hard to cover equipment, maintenance, and operating costs. Grocery and convenience-store orders could help raise utilization outside restaurant delivery peaks.

  15. 人形大讲堂 · 微信公众号78

    CASBOT (Zhongke Huiling) completes hundreds-of-millions-yuan A++ round, deploying in mines and shoe production lines

    On October 26, Zhongke Huiling (CASBOT) announced the completion of an A++ funding round worth hundreds of millions of yuan, jointly funded by six institutions: Zhilai Investment, Yonghua Investment, Maotian Investment, Yuanhe Chenkun, Guoke Kezhi, and Luning Investment. Founder Zhang Zhengtao plans to allocate 60% of the funds to embodied brain R&D and 30% to product mass-production and delivery.

    Why it matters: Beyond the funding, the article provides measured cycle times and payback periods for shoe-making workstations as well as progress on the mine demonstration, which can be used to assess the economic model of vertical embodied-intelligence deployment.

  16. 钛媒体58

    Robot companies offer sky-high pay to recruit talent: UBTech seeks a chief scientist at an annual salary of 124 million yuan, with interns earning up to 100,000 yuan a month

    The embodied intelligence industry has seen sky-high talent recruitment this year. UBTech publicly recruited a chief scientist for embodied intelligence in April, with a total annual package of at least 15 million yuan and up to 124 million yuan. MagicLab, under Dreame, is said to be recruiting a chief scientist at an annual salary of 200 million yuan.

  17. 钛媒体22

    Unitree Technology hits limit-up despite warning of 388x P/E valuation risk: physical AI sector frenzy hard to deter

    In its October 20 abnormal-fluctuation announcement, Unitree Technology warned of a rolling P/E ratio of 388x versus an industry average of just 39x, flagging valuation-reversion risk, yet on October 23 it still posted its first 20cm limit-up since listing, and JPMorgan subsequently raised its target price from 300 yuan to 995 yuan. In the first half of 2026, Unitree's revenue was 1.152 billion yuan, up 48.54% year on year, while non-recurring net profit was 244 million yuan, down 19.34% year on year; in the first three quarters of 2025, 73.60% of humanoid robot revenue came from universities and research institutions, with industrial scenarios accounting for only 9.01%.

  18. 中国机器人网 · 微信公众号42

    IPO Review for Humanoid Robots Tightens: The Capitalization Wave Meets a Rational Recalibration

    IPO review standards for the humanoid robot and embodied intelligence sectors are continuing to tighten, with regulatory focus shifting to three substantive verifications: revenue authenticity, commercialization sustainability, and independent core technology capability. Some companies with pending applications have received supplementary verification inquiries and must further justify product deployment scenarios and customer repurchase logic, slowing their listing pace. Leading companies with full-stack in-house development capabilities that have secured stable bulk orders in industrial, research, and commercial scenarios still have a basis for listing, while companies relying on prototype demonstrations and externally purchased core components will see their listing timelines lengthen significantly.

  19. 雷科技58

    IDC: Global quadruped robot market exceeds $400 million in H1 2026, with DEEP Robotics ranking first in industry-level applications

    IDC's "Global Quadruped Robot Market Share, 1H26" report shows that in the first half of 2026, global quadruped robot shipments exceeded 49,000 units, up 92.5% year over year, and the market size surpassed $400 million; of this, the industry-level application market exceeded $270 million, up 125.1% year over year, with deployments up 260.5% year over year.

  21. Shanghai AI Laboratory - Embodied Intelligence34

    Shanghai AI Lab and Biren Technology Host ShuSheng Guozhi Science Exploration Challenge, Announce Multiple Industry-Academia-Research Cooperation Plans

    On October 23, Shanghai AI Lab and Biren Technology held the Industry-Academia-Research Collaborative Innovation Exchange Meeting and the ShuSheng Guozhi Science Exploration Challenge awards ceremony. The competition, launched in July, attracted nearly 10,000 participants from over 800 institutions, collected more than 400 Skills, and launched the ShuSheng Duanyan scientific discovery platform. At the meeting, the first Guozhi Bangbang digital-intelligent problem-solving hackathon and the ShuSheng Duanyan Science-Education Co-Creation Plan were announced, and a shared computing power pool plan was launched jointly with Biren Technology and Shanghai Yidian.

  22. 钛媒体18

    Why the wealthy buy security robots first, seen through humanoid robots that can fight

    In a 61-second video, a silver-white humanoid robot sprints and flips onto a car roof, dents the door with a knee strike, and smashes the hood with an elbow, then stands between a knife-wielding person and a woman in broad daylight. Drawing on Douglas Rushkoff's "Survival of the Richest," in which the wealthy ask how to maintain authority over a security force after a major event, the article argues that security humanoid robots will first serve high-purchasing-power groups, that being able to fight shows they will not betray their owners, and that they are an invisible status symbol.

  23. 量子位30

    2026 Global Developer Pioneer Conference and International Embodied Intelligence Skills Competition Conclude in Shanghai

    The 2026 Global Developer Pioneer Conference and International Embodied Intelligence Skills Competition concluded on October 25 at the Zhangjiang Science Hall in Shanghai. The International Embodied Intelligence Skills Competition featured 9 tracks and 23 events across three major domains—industrial, service, and special—with more than 800 teams and over a thousand robots participating, and 16 first prizes awarded. The conference released the "Embodied Intelligence Evaluation System and Tools" and the Zhangjiang South Embodied Intelligence Supply Chain Platform, the latter claiming "matching in one day, prototyping in three days, trial production in one week."

  24. Beijing Humanoid Robot Innovation Center58

    Beijing Humanoid's open-source RoboMIND dataset surpasses 50 million downloads

    The Beijing Humanoid Robot Innovation Center announced that global cumulative downloads of its open-source RoboMIND dataset have surpassed 50 million, with the most recent 10 million taking only 18 days. The open-source dataset releases more than 400,000 dual-arm manipulation trajectories covering over 700 real-world tasks, supporting dual-arm coordination, mobile manipulation, dexterous hands, and tactile perception. Its data base covers nearly 6,000 square meters and can produce up to 180,000 hours of data per year, and has delivered nearly 30,000 hours of high-quality data externally.

  25. OFweek Robotics55

    Embodied AI industry pays sky-high salaries to poach talent: UBTech offers up to 124 million yuan annual salary for chief scientist, interns can earn up to 100,000 yuan per month

    The embodied AI industry has seen sky-high talent poaching this year: UBTech publicly recruited an embodied AI chief scientist in April, with a total annual salary package of at least 15 million yuan and up to 124 million yuan, while some startups offer internship packages of up to 100,000 yuan per month to lock in doctoral students still in school.

  26. OFweek Robotics38

    Humanoid robot sector begins to stampede: old shares sold at 50% discount

    Old shares in the humanoid robot sector are being offloaded at a discount: a domestic unicorn working on world models, founded only a few years ago, raised tens of billions in the first half of this year and is valued at tens of billions, and is now urgently selling old shares at 50-60% of the original price. Another embodied intelligence company's valuation rose from 3 billion yuan to 22 billion yuan, and investors transferring old shares at 12 billion yuan (a discount of about 45%) still have not found buyers. In September, regulators began paying more attention to corporate valuations and revenue quality, and private-market valuations of some projects have already been cut by 30% to 50%.

  27. OFweek Robotics42

    Robots Have a Hiring Season Too: Which Roles Sell Best?

    In the first half of 2026, global humanoid robot shipments totaled about 19,100 units, up 272% year over year, with Chinese manufacturers accounting for over 97%: AgiBot about 8,400 units and Unitree about 5,900 units. Basic factory operator roles are the only positions that have moved past the trial stage. UBTech's Walker S2 reaches only 30%-50% of human efficiency, while AgiBot's Genie G2 completed 2,283 loading and unloading cycles in 8 hours on Longcheer Technology's 3C production line with a 100% success rate. Hotels and scenic areas remain mostly trials, and home scenarios are still at the demo stage; Fourier's GR-3 only completed a pick-and-deliver demonstration at WAIC.

  29. 钛媒体40

    Robot multi-brand stores: traffic but hard to profit

    Robot multi-brand stores are expanding rapidly. On July 28 last year, the world's first robot 6S store opened in Longgang, Shenzhen. A year later, more than 20 similar stores have opened nationwide, with signed coverage across 23 cities. The crowds in the stores mostly gather around humanoid robots that dance and demonstrate kung fu, but the actual bestsellers are companion and educational products priced from 399 to 2,399 yuan. A 400-square-meter robot 4S store requires at least 2 million to 3 million yuan in upfront investment, and daily sales, rental, and educational-tour revenue generally only covers operating costs; profitability still depends on large B-end and G-end sales.

  30. TetraBOT/天创机器人28

    World Model-Driven Physical AI Session Held in Nanjing; Tianchuang Robotics Hosts and Proposes Physical AI + Tianxuan Ecosystem Alliance

    On October 21, the "World Model-Driven Physical AI" session of the 2026 Physical AI and World Models Conference was held at the Nanjing International Expo Convention Center, hosted by Tianchuang Robotics, with more than 800 attendees. The Nanjing Municipal Data Bureau released on site the "Several Policy Measures of Nanjing Municipality to Support the Development of the Physical AI and World Model Industry," focusing on 10 directions including industrial agglomeration, computing power support, data supply, and technological breakthroughs. The Physical AI + Tianxuan Ecosystem Alliance, proposed and initiated by Tianchuang Robotics, held its launch ceremony at the same time, covering participants such as large model developers, robot manufacturers, scenario enablers, and industrial capital.

  31. OFweek Robotics58

    Topstar's first three quarters net profit attributable to shareholders up 196% year on year, industrial robot revenue up 88.83%

    Topstar's 2026 third-quarter report shows that in the first three quarters, operating revenue was 1.969 billion yuan, up 16.68% year on year, and net profit attributable to shareholders was 146 million yuan, up 196.38% year on year. Revenue from industrial robots and automated application systems was 1.028 billion yuan, up 88.83% year on year; industrial robot orders totaled about 10,000 units and shipments about 8,600 units.

  32. OFweek Robotics42

    JPMorgan Report: Optimus Mass Production Approaches, Capital Sentiment and Real Data Gap Coexist

    A JPMorgan research report dated October 23 noted that Tesla's Optimus is approaching mass production at the Fremont factory, with a production guidance of 10,000 to 20,000 units. The recent rebound in Chinese complete robots is largely sentiment-driven, while actual demand remains R&D and testing procurement. At the Shanghai International Embodied Intelligence Skills Competition held the same day, 800 teams participated, and the competition's organizers stated outright that real-world scenario data collection is far from sufficient, limiting robots' generalization capabilities.

  33. OFweek Robotics40

    OpenAI and Google Enter the Fray: Brains Grow Their Own Bodies, and Embodied AI Firms Without Scenarios Are at Risk

    Within 72 hours, Tesla, OpenAI, and Google made consecutive moves: Tesla's Q3 earnings call stated that Optimus V3 will enter mass production by the end of 2026 and be delivered externally in 2027, and a production line with an annual capacity of 1 million units is already running at the Fremont factory; OpenAI's official website posted 19 robotics hardware positions, covering actuator electromagnetic design, gear design, motor control, and precision transmission. The author argues that embodied intelligence is shifting from an independent track to a natural spillover of general large-model capabilities, and that embodied AI startups that rely solely on financing and lack real-world scenario data feedback will face repricing.

  34. OFweek Robotics58

    State Council issues employment-friendly development opinion, setting boundaries for high-risk and labor-shortage scenarios in humanoid robot applications

    On October 23, the General Office of the State Council issued the "Opinions on Adapting to the Development of AI Technology to Help Build an Employment-Friendly Development Model," proposing that robots be prioritized for deployment in positions facing labor shortages and high-risk environments, and introducing an unemployment buffer period system. The document requires that the scope, intensity, and pace of AI application in labor-intensive industries be handled prudently and steadily. On this basis, the author argues that the valuation logic of low-end substitution-type robot projects will be affected, while scenarios such as power grid inspection, nuclear power maintenance, ship rust removal, and elderly care and companionship are more in line with the policy direction.

  35. 钛媒体22

    Jensen Huang Visits Berlin with Nvidia Solutions: Europe's Industrial Anxiety Over AI and Physical AI

    German Chancellor Merz met Nvidia founder Jensen Huang in Berlin, with representatives from German industrial giants including Siemens, Mercedes-Benz, and Audi in attendance; the topic was how AI can enter factories. Nvidia announced nearly $10 billion in additional investment in Europe, directed at German robotics and medical AI startups, and partnerships with Siemens and Audi to promote physical AI, for example building production-line digital twins on an industrial simulation platform to reduce trial-and-error costs. EU data shows that as of 2024 only about 8% of enterprises had deeply integrated AI into core business processes, and fewer than 10% of European manufacturers use AI in core production lines.