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Nov 10Tue
  1. 雷科技52

    Musk says Optimus humanoid robot will be rental-only, not for sale, with initial cost of about $30,000

    Speaking at the Baron Investment Conference, Musk said Tesla's Optimus humanoid robot will likely be offered through leasing rather than direct sale. He disclosed an initial per-unit cost of about $30,000, dropping to about $20,000 after mass production; the Fremont factory has begun early mass production, with the line built for a scale of 1 million units per year, and external deliveries not expected until late 2027 at the earliest. The article also analyzes that the leasing model can generate ongoing rental and software maintenance revenue and let Tesla control robot operating data.

  2. OFweek Robotics42

    Unitree Robotics shares rebound for second straight session: Apple uses G1 to validate HALO paper, Kunlun Manufacturing partnership still in public notice period

    On November 9, Unitree Robotics shares rose more than 15% intraday, with market capitalization briefly topping 300 billion yuan, before closing up 9.04% at 716 yuan. An Apple research team used a modified Unitree G1 to validate the HALO paper, completing 360 single-task tests across six real-world environments without prior mapping, with an average success rate of 91%. Unitree and Kunlun Manufacturing plan to establish a new joint venture to conduct industrial embodied intelligent robot solution business; as of the time of verification, the plan was still in its public notice period.

  3. OFweek Robotics58

    Musk says Optimus will probably be rented out; commentary sees leases as writing a right of recall into the contract

    At the Baron investment conference on November 6, Musk said Optimus will "probably be rented out" when asked whether it would be rented or sold. He said per-unit manufacturing cost would initially be around $30,000 and later fall toward $20,000, and that external deliveries would wait until late 2027 and would most likely take the form of leases.

  4. 36Kr Embodied Intelligence55

    Musk says Optimus deliveries to begin around end of 2027, possibly via leasing

    Musk said Tesla's humanoid robot Optimus will begin deliveries around the end of 2027, and the delivery model may be leasing rather than selling. The initial cost per Optimus unit is about $30,000, later dropping to around $20,000. Before external deliveries, Optimus will first be used in Tesla's own factories. Tesla may open Optimus pre-orders in early December.

Nov 7Sat
  1. The Robot Report75

    Boston Dynamics releases Stretch Gen 2 unloading robot

    Boston Dynamics this week released the autonomous mobile unloading robot Stretch Gen 2, which can unload up to 1,000 boxes per hour, has a battery that can last two shifts, and fast-charges to 90% in about 75 minutes. The new machine reduces internal cabling by 81%, uses automotive-grade connectors and continuously rotating joints, and its gripper has independent valves and sensors for each suction cup, enabling it to grasp multiple boxes in a single motion. The company says software is updated monthly, and the most recent update increased the unloading rate of the in-service fleet by 24%; the complete machine has been deployed at multiple customer sites.

Nov 6Fri
  1. 未来机器人网 · 微信公众号64

    Tesla's production Optimus debuts at CIIE; Fremont line has started production

    On November 5, Tesla showcased its first production version of the humanoid robot Optimus at the 9th China International Import Expo, presenting its deployment directions through scenarios such as carrying luggage, dog walking, and factory sorting. Tesla said the mass-production line at its Fremont factory has started production, and the units rolling off the line are commercially viable versions, but at this stage they will be kept for internal factory use for material handling, sorting, and inspection, and will not be sold externally for now. At the Q3 earnings call, Musk said it will take at least more than a year to reach a steady-state capacity of 20,000 units per week, that the long-term target for per-unit cost is $20,000 to $30,000, and that the biggest current engineering bottleneck is the dexterous hand.

Nov 5Thu
  1. Robotics 24/773

    Boston Dynamics launches Stretch Gen 2 autonomous mobile unloading robot

    Boston Dynamics has released Stretch Gen 2, its second-generation autonomous mobile unloading robot, with hardware and structural upgrades based on first-generation deployment data and more than 100,000 hours of operating data. The new machine reduces internal cabling by 81%, uses automotive-grade connectors, joints that can rotate continuously more than 360°, and an upgraded gripper. It can unload up to 1,000 boxes per hour, its battery can support two shifts, and fast charging takes about 75 minutes to 90%.

Nov 4Wed
  1. OFweek Robotics38

    Who will unveil their humanoid robot first in November: Optimus V3, Figure 04, next-generation Apollo

    The launch windows for Tesla's Optimus V3, Figure 04, and Apptronik's next-generation Apollo overlap heavily, clustering between November-December and 2027. Musk said Optimus V3 may release a video demonstrating non-preprogrammed movements within one or two months, and Tesla's December 3 shareholder meeting is seen as a high-probability observation point; Figure 04 completed design lock in May and has entered production preparation, with outside predictions putting its launch window between late 2026 and early 2027.

Nov 3Tue
Nov 2Mon
  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 advancing its robotics strategy, planning to deploy 400,000 robots alongside an annual investment of $6.4 billion for factory automation, with a dedicated team coordinated by its chief production officer. Walden Robotics, spun off from Toyota's AI robotics business, has 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. Foundation models developed by Toyota Research Institute can convert high-level instructions into real-time physical actions and motor control; they have been used on Boston Dynamics' Atlas and will also be deployed on Toyota's self-developed 50-kilogram-class humanoid robot Eley.

  2. 电子工程专辑 · 微信公众号42

    Humanoid robot Apollo has entered factory testing, and the "brain" is not what determines success

    Apptronik's Apollo humanoid robot has been combined with Google DeepMind's Gemini multimodal reasoning capabilities and is being tested on production lines at Mercedes-Benz, Jabil, and others for tasks such as moving packages, picking parts, and quality inspection. Apollo is about 1.73 meters tall with a 25 kg payload, equipped with 30 actuators and fused perception from stereo depth cameras and LiDAR, and uses swappable batteries for about four hours of runtime with a two-minute battery swap. Conroy emphasized that data collection and scaling compute are driving physical AI to cope with environmental changes, but general autonomy remains a longer-term goal.

Oct 30Fri
  1. The Robot Report72

    White House makes Section 232 determination on imported robots

    U.S. President Trump issued a proclamation stating that the Secretary of Commerce, in a Section 232 investigation, determined that imported robots, industrial machinery and their parts threaten U.S. national security, and directed the Secretary of Commerce and the U.S. Trade Representative to negotiate with trading partners to adjust the relevant imports.

Oct 29Thu
  1. 机器人全球资讯 · 微信公众号38

    Tesla plans to use Optimus humanoid robot to plug and unplug charging cables for Robotaxi, with wireless charging as the ultimate goal

    Tesla plans to use the Optimus humanoid robot to plug and unplug charging cables for Robotaxi as an interim solution before wireless charging is deployed. Currently, Robotaxis at the Austin Supercharger station are still charged manually by staff, and the Cybercab supports only Supercharging and has a hidden NACS port.

  2. 中国机器人网 · 微信公众号38

    Tesla plans to use Optimus humanoid robots to plug and unplug charging cables for Robotaxi, with wireless charging as the ultimate goal

    Tesla plans to use Optimus humanoid robots to plug and unplug charging cables for Robotaxi as a transitional solution before wireless charging is deployed. Currently, Robotaxi still requires staff to charge manually at Supercharger stations; the Cybercab supports only Supercharging and has a hidden NACS port inside its rear bumper. Tesla has already planned a Robotaxi charging hub in Austin equipped with 80 wireless charging units. Optimus has just started early production at the Fremont factory, with first deliveries to enterprise customers planned for 2027.

  3. OFweek Robotics72

    Tesla starts Optimus mass production in Fremont, California, as Q3 profit falls 43% year over year

    On October 21, Tesla announced the start of mass production of its Optimus humanoid robot at its former electric vehicle plant in Fremont, California, calling these its first mass-production-quality robots; Musk said the target is 20,000 units per week by the end of 2027. Tesla's Q3 revenue was $28.04 billion, roughly flat, while net profit was $787 million, down 43% year over year; the company said profits were mainly consumed by AI projects and Optimus investment. Musk acknowledged that the ramp-up will be slow and bumpy, and that the robot's safety, reliability, and battery life still need work, with a great deal of work remaining on AI capabilities in open scenarios.

Oct 28Wed
  1. Reddit r/robotics40

    Rodney Brooks: Robots should convey intent to people by 'where they look'

    iRobot co-founder Rodney Brooks noted that Rethink's robots look toward a target object before reaching to grasp it, which led workers to quickly understand its intent; he questioned why more humanoid robots do not use this way of expressing attention. The conversation also mentioned that Agility's Digit has directional eyes, and that Agility chose task-specific grippers rather than five-fingered hands.

  2. 中国机器人网 · 微信公众号60

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

    Toyota is advancing its humanoid robot strategy, planning to deploy 400,000 robots, backed by $6.4 billion in annual investment for factory automation. Walden Robotics, spun off from Toyota's AI robotics business, has 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. A foundation model developed by Toyota Research Institute can convert high-level instructions into real-time physical actions and motor control; it has been used in Boston Dynamics' Atlas, and Eley, Toyota's self-developed 50-kilogram-class humanoid robot, will also run on this model.

  3. OFweek Robotics36

    Today's robotics sector moves are more interesting than a limit-up

    On October 28, divergence in the robotics sector intensified: Unitree Robotics rose more than 10% in early trading before closing down more than 4%, while the underlying index of the robotics ETF rose more than 3%. Tesla's Q3 earnings report confirmed that the Optimus production line at the Fremont factory has started, with the first 10,000 to 20,000 units used for its own training, and deliveries to external customers targeted for around the end of 2027. Unitree's trailing price-to-earnings ratio is 465 times; it delivered more than 5,500 units in full-year 2025, mainly purchased by research institutions and universities. UBTech's humanoid robot sales in the first half of the year were 921 units, a decrease of about 10.9% from the second half of 2025.

  4. arXiv cs.RO65

    Learning Multi-Phase Robot Loco-Manipulation via Phase-Conditioned Policy Optimization

    The study proposes extending PPO into phase-conditioned policy optimization, using a phase-conditioned critic, phase-gated rewards, and a multi-phase reset curriculum to train a single policy for long-horizon loco-manipulation tasks. The method adopts a decoupled hierarchical control architecture that separates low-level balancing dynamics from high-level phase execution, and validates multi-stage skills on real hardware on the Unitree G1 and a Boston Dynamics Spot equipped with a manipulator arm, while testing design choices through ablation experiments.

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. 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.

  3. 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.

  4. Ars Technica55

    Over 300 Boston Dynamics employees petition against selling robot dogs to ICE; company insists on honoring the deal

    More than 300 Boston Dynamics employees signed a petition demanding that executives stop selling robot dogs to U.S. Immigration and Customs Enforcement (ICE), while company management insists on the deal. On September 25, the U.S. Department of Homeland Security awarded Radeco a $1.3 million contract to supply ICE with 4 modified Spot units named Cerberus, equipped with oxygen sensors, 30x zoom cameras, 360-degree cameras, infrared thermal imaging, and an optional robotic arm, for detecting radiation, toxic gas leaks, and explosive threats.

Oct 26Mon
  1. 量子位75

    Tesla Fremont factory begins initial Optimus production, plans to build 10,000 to 20,000 units first for training at Optimus Academy

    In its third-quarter earnings report, Tesla confirmed that the Optimus humanoid robot production line at its Fremont factory has begun initial production, with the first batch of robots meeting mass-production manufacturing standards rolling off the line; the line is planned for an annual capacity of 1 million units. On the earnings call, Musk said the plan is to first build about 10,000 to 20,000 robots and send them to a training facility called Optimus Academy to practice autonomously, using the resulting data to iterate the next generation of AI models, and he expects deliveries to external companies to begin around the end of 2027.

Oct 24Sat
  1. 电子工程专辑 · 微信公众号62

    Musk discloses Optimus production progress: Fremont planned for annual capacity of 1 million units, external deliveries by end of 2027

    Tesla confirmed on its Q3 2026 earnings call that Optimus has begun production on a high-volume line at its Fremont, California factory; the dedicated line is planned for annual capacity of 1 million units, and a second line at the Texas Gigafactory has a long-term design annual capacity of 10 million units.

Oct 23Fri
  1. Robotics & Automation News51

    Should inspection robots replace people or assist them? An engineer's two-year field review

    Daniela Shchegelskaya, an electronics and robotics engineer at Elimpus, shares two years of experience using Boston Dynamics' Spot for hazard-zone inspections in live power substations. She argues that robots should take on tasks such as carrying instruments into hazardous locations and providing more detailed viewpoints, keeping people away from danger while preserving key judgment.

Oct 22Thu
  1. 车东西60

    Tesla Q3 net profit falls 43%; Musk says Optimus will be delivered externally next year, with output of 20,000 units per week by end of 2027

    Tesla reported Q3 2026 revenue of $28.046 billion and net profit of $787 million, down 43% year over year. On the earnings call, Musk said Optimus has entered production on a line at the Fremont factory and is expected to be delivered to external customers by the end of next year, reaching an output rate of 20,000 units per week by the end of 2027. He also said an "Optimus Academy" will let the robots observe human tasks and practice repeatedly in simulation and reality to form a reinforcement-learning flywheel, and that the AI 5 chip will be integrated into Optimus around April next year.

Oct 21Wed
  1. arXiv cs.RO51

    Paper on autonomous bricklaying concept system based on Boston Dynamics Spot

    The paper proposes an autonomous bricklaying concept system based on a Boston Dynamics Spot quadruped robot with a manipulator arm, operating between a supply area and an assembly area, using AprilTag localization and autowalk mission navigation, and exporting target brick poses directly from CAD software for the robot to execute.

Oct 20Tue
  1. OFweek Robotics44

    Musk criticizes humanoid robot industry: pre-choreographed demos are not real AI capability

    At the X Takeover event at Tesla's Texas factory, Musk criticized the humanoid robot industry, saying many complex demonstrations rely on pre-choreography and "that is not real AI"; the criterion should be whether a robot can handle situations it has never seen before. In the first half of 2026, global humanoid robot shipments exceeded 22,000 units, up nearly 300% year on year, but entertainment performances and education/science data collection together accounted for over 60%, smart manufacturing for only 13%, and warehouse logistics for only 5%.

Oct 19Mon
  1. OFweek Robotics38

    Embodied AI Hardware Cannot Be Sold "by the Pound"

    The article rebuts the judgment that embodied AI hardware will inevitably become cheap and that all value will accrue to the "brain," arguing that the value of complete-machine makers should not be reduced to a bill of materials. It cites moves including Unitree Technology directing about 2.022 billion yuan of its roughly 4.202 billion yuan in fundraising toward model R&D, Songyan Power launching Scalabot and releasing its first world model, and Boston Dynamics appointing Rohit Prasad as CEO, showing that complete-machine makers are catching up on AI capabilities. The author proposes reassessing hardware value on three levels: businesses already underway, capabilities accumulated through delivery, and future expansion.

Oct 17Sat
  1. The Robot Report38

    The rise of the machines is canceled: Why humanoids with AI are helpers, not enemies

    Boston Dynamics' Atlas humanoid robot stands 175 cm tall and weighs 90 kg, and has autonomously completed roof rack sorting at a Hyundai Motor factory. Development lead Zach Jackowski's team collects human motion data through VR teleoperation, then trains in simulation with more than 4,000 digital Atlases for 6 hours, achieving skill sharing where "train one, train them all." Boston Dynamics is valued at over $1 billion, with Hyundai Motor holding an 88% stake.

Oct 16Fri
  1. OFweek Robotics67

    Boston Dynamics' Atlas dexterous hand uses a four-finger, 13-DOF configuration and drops the pinky

    Boston Dynamics has unveiled its next-generation Atlas dexterous hand design, featuring a four-finger configuration, 13 degrees of freedom, direct joint drive, and a single actuator for the whole hand, with dense pressure tactile sensors covering the fingertips and palm. The team once had members work a full day with their pinky and ring fingers bound as an experiment, concluding that in most cases the pinky provides only redundancy, and removing it reduces actuators, cabling, and failure points. During the same period, Atlas was training on part sequencing and material handling at Hyundai's Georgia robot metaplant application center, and the article also compares this with Tesla Optimus Gen 3's five-finger, 22-DOF humanlike approach.

Oct 15Thu
  1. OFweek Robotics73

    IDC data reveals divergence in quadruped robot market volume and price, with industrial applications leading growth

    IDC's "Worldwide Quadruped Robot Market Shares, 1H26" shows that in the first half of 2026, the global quadruped robot market exceeded $400 million, up 95.4% year over year, with shipments exceeding 49,000 units. Education and research and home consumer use contributed about 60% of shipments but accounted for less than one-third of revenue.

  2. OFweek Robotics47

    Dexterous hands move past the DOF race: Boston Dynamics' new Atlas hand has four fingers and 13 degrees of freedom, with the VLA "brain" and cost emerging as bottlenecks

    Boston Dynamics has introduced a four-fingered dexterous hand for Atlas with 13 degrees of freedom in total, nearly double the previous generation's 7; Unitree's Dex5-S, released in September, also has only 22 degrees of freedom, as the industry shifts from a specs race toward pragmatism. Xinor Future says marginal returns diminish beyond 25 degrees of freedom, and existing VLA models can output only about 10 motion control vectors at the same timestamp, so many precise movements still require teleoperation. In the near term, low-DOF options such as three- and four-fingered hands remain mainstream, and products with 7-15 degrees of freedom are seen as the best market fit at this stage.

Oct 10Sat
  1. The Robot Report59

    Boston Dynamics details new four-finger dexterous hand design for Atlas

    Boston Dynamics introduced its redesigned four-finger dexterous hand for the humanoid robot Atlas, featuring 13 degrees of freedom, direct drive, the ability to handle objects over 100 pounds, and a design intended for mass production. Director Alberto Rodriguez said the hand drops the pinky finger, uses 13 fully enclosed identical actuators with no fragile cables spanning joints, and is designed for high-fidelity simulation and sim-to-real reinforcement learning; the team has tested industrial tasks such as power tool use, cable handling, and screw finding, but has not yet deployed it across the entire robot fleet.