The DroidHunt wire: every digest
The DroidHunt morning wire on humanoid robots and drones: launches, funding, deployments and price moves, one digest a day.
November 2026
October 2026
- Friday, October 30, 2026 · White House makes Section 232 determination on foreign-made robots — talks first, tariffs reserved
- Thursday, October 29, 2026 · Physical Intelligence in talks to raise $1B at ~$20B valuation
- Wednesday, October 28, 2026 · Boston Dynamics finalizes all-Korean Atlas supplier lineup, preps 10,000-unit orders
- Tuesday, October 27, 2026 · GXO and Agility expand Digit humanoid deployment to two more US sites
- Monday, October 26, 2026 · Generative Bionics plans Europe's largest Physical AI Data Factory, starting with a 5,000-m² hub in Italy
- Friday, October 23, 2026 · Tesla Optimus: 1M/yr Fremont line mostly landed; AI5 chip in Optimus ~April 2027
- Thursday, October 22, 2026 · Tesla starts Optimus production in Fremont as Q3 profit drops 43%
- Wednesday, October 21, 2026 · Eka Robotics raises USD 150M at USD 1.45B post-money for force-based physical AI
- Tuesday, October 20, 2026 · Chery debuts Mobao consumer humanoid at Wuhu conference, opens global pre-orders
- Monday, October 19, 2026 · Altman confirms OpenAI will build a humanoid robot, targets a demo in 2027
- Friday, October 16, 2026 · Agility picks UK battery maker Nyobolt for Digit 5: 9-minute charge, 90-minute runtime, 10:1 run-to-charge
- Thursday, October 15, 2026 · Reuters exclusive: DexForce trains humanoids on synthetic data, betting simulation beats the teleoperation boom
- Wednesday, October 14, 2026 · Agility SPAC merger S-4 declared effective; shareholder vote set for Nov 2
- Tuesday, October 13, 2026 · Astribot raises ~RMB 1B at RMB 15B valuation, fourth round in six months
- Monday, October 12, 2026 · UBTECH and Xiamen C&D form JV, target 10,000 humanoid sales by 2030
- Sunday, October 11, 2026 · TMTPost: AgiBot won >RMB 40M of bids from data centers it part-owns, renewing IPO audit-risk questions
- Saturday, October 10, 2026 · Ultra raises USD 62M for warehouse robots-as-a-service, deepens Physical Intelligence tie-up
- Friday, October 9, 2026 · NVIDIA has discussed investing another USD 1B in Figure AI at a ~USD 38B valuation
- Thursday, October 8, 2026 · Boston Dynamics names ex-Amazon Alexa and AGI chief Rohit Prasad as CEO
- Wednesday, October 7, 2026 · Agility's first Investor Day: Digit 5 order-book mechanics, Foxconn on manufacturing, Q4 SPAC close
- Tuesday, October 6, 2026 · Shenzhen's Nanshan district wins one of two national intelligent-robot cluster designations
- Monday, October 5, 2026 · UBTECH claims 16,123 humanoid sales in H1 2026, revenue up 104% to RMB 1.27B
- Sunday, October 4, 2026 · FieldAI signs term sheet for USD 700M round at ~USD 10B valuation
- Friday, October 2, 2026 · Figure retires F.02 fleet in Finnish arc furnace, with Schwarzenegger sign-off
- Thursday, October 1, 2026 · IDC vendor split: Agibot ~8,600 units (~35%) leads H1 2026; Unitree ~5,000 second
September 2026
- Wednesday, September 30, 2026 · AMD to acquire Fei-Fei Li's World Labs for USD 8.2B, an all-stock bet on physical AI
- Tuesday, September 29, 2026 · IDC: global humanoid shipments near 25,000 in H1 2026, up 432.1% YoY
- Monday, September 28, 2026 · Ukraine's Fedorov launches "Army of Robots" with explicit humanoid combat timeline
- Saturday, September 26, 2026 · China Mobile open-sources Open-RAIL, a VLA-to-robot execution layer
- Friday, September 25, 2026 · XPENG signs humanoid supplier agreements at first partner conference
- Thursday, September 24, 2026 · Qualcomm to acquire PickNik Robotics, steward of MoveIt
- Wednesday, September 23, 2026 · Boston Dynamics opens "robot school" for Atlas inside Hyundai's Georgia factory
- Tuesday, September 22, 2026 · Tesla's Optimus ramp gets numbers: ~5,000-unit initial order, supplier certification, weekly-rate climb
- Monday, September 21, 2026 · PaXini files for IPO tutoring — tactile-sensing leader joins an embodied-AI queue eight deep
- Sunday, September 20, 2026 · Faraday Future launches nine robots with prices: All-New Futurist humanoid $89,900–$129,900, Master Mini from $9,990
- Friday, September 18, 2026 · Figure's Helix 2.5 completes zero-shot tests in 30 unseen homes — 56% full success vs 9% without human-data pretraining
- Thursday, September 17, 2026 · D-Robotics raises $400M Series C as robot chip shipments pass 8M
- Wednesday, September 16, 2026 · Agility Robotics unveils Digit 5, built to work uncaged beside people
- Tuesday, September 15, 2026 · Yincheng Intelligent raises ~¥100M Series A; wins ¥100M+ SF Express robot order
- Monday, September 14, 2026 · China regulator moves to tighten humanoid IPO reviews as 'data-center revenue' model unravels
- Sunday, September 13, 2026 · UBTECH fires up 10,000-unit humanoid "super factory" in Liuzhou
- Saturday, September 12, 2026 · JoyIn unveils Aether humanoid control model — and accuses OpenAI of copying it
- Friday, September 11, 2026 · Unitree open-sources UnifoLM-WLA-1.0 humanoid foundation model
- Thursday, September 10, 2026 · XPeng commissions automated IRON production line; first robot walks off under its own power
- Wednesday, September 9, 2026 · XPeng commissions IRON production line; first robot walks off under its own power
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