Industry
Companies, supply chains, commercialization and deployment.

AgiBot Coolta Unveils All-Terrain Quadruped Platform, Targets 300,000 Units by 2030
AgiBot Coolta unveiled its all-terrain intelligent mobile and operation platform strategy, aiming for 300,000 units shipped by 2030. The new quadruped robot series leverages full-stack AGI technology to enhance adaptability and autonomy in extreme environments.

Physical Intelligence Is Valued at RMB 38.5 Billion Without Making Robots—Its Bet Is on an Operating-System-Like Platform
Physical Intelligence (PI) reached a $5.6 billion valuation by providing models to other robot teams rather than building robot hardware. Co-founder Sergey Levine discusses real-world data and the data flywheel, weak supervision through language annotations, an operating-system-like foundation for diverse robot hardware, and the role of mid-level reasoning.

Qianxun Intelligence Raises RMB 3 Billion in 30 Days, Valuing Embodied AI Firm at Over RMB 10 Billion
In just 30 days, Embodied AI company Qianxun Intelligence secured another 1 billion RMB, bringing its total financing to 3 billion RMB. With a valuation exceeding 10 billion RMB less than two and a half years after its founding, the company is accelerating its growth through a unique data-driven VLA model approach.

Embodied AI firm Galaxea raises nearly RMB 2 billion in B+ round, valuation exceeds RMB 20 billion
Embodied AI company Galaxea announced the completion of a nearly 2 billion RMB B+ round of financing. With cumulative financing approaching 5 billion RMB, its valuation has broken through 20 billion RMB, making it one of the few members of the '20 Billion Club' in China's embodied AI industry.

Figure Robotics Gains Strength After Parting Ways With OpenAI
Figure AI founder Brett Adcock discusses the company's split from OpenAI, the critical role of real-world data in Embodied AI, and why commercial deployment precedes home adoption.

Xiaomi Unveils Dexterous Hand Solution Targeting Near-100% Task Success Rate
Xiaomi unveiled a systematic solution for robot dexterous hands on March 27, featuring biomimetic design, tactile gloves, and a sweat gland cooling system. The solution passed 150,000 grip cycles and aims for nearly 100% success rate in long-term industrial deployment.

Sunday Robotics CTO Details How $200 Gloves and Pragmatic Hardware Strategy Power Real-World Robot Deployment
Sunday Robotics' CTO Chi Cheng shares insights on data collection, supply chain management, and the company's pragmatic strategy for bringing embodied AI into homes.

Unitree's IPO Acceptance Reveals Galbot's RMB 20 Billion Valuation Logic
Unitree Technology's recent IPO acceptance has ignited the robotics industry. A detail in its prospectus reveals that Unitree sold over 15 million yuan worth of robots to Galbot between January and September 2025. This transaction highlights a clear industrial division of labor: while Unitree provides stable hardware platforms, Galbot focuses on advanced AI models and scenario-based applications, driving its valuation beyond 20 billion yuan.

Xiaomi Robots Begin Factory Internships; Magic Atom Founder Departs; PI Unveils Memory Model
Xiaomi robots begin factory internships with 90.2% success rates; Magic Atom founder Wu Changzheng resigns as the company restructures leadership; PI releases MEM to extend robot task duration; Galactic Robotics secures 2.5 billion RMB in new funding.

Simplexity Robotics Raises RMB 2 Billion in Six Months to Become Embodied AI's Youngest Unicorn
Simplexity Robotics has completed 5 rounds of financing totaling 2 billion RMB in under six months, becoming the youngest unicorn in the embodied AI sector. Backed by Tencent and Alibaba, the team features ex-Li Auto executives focusing on mass production.

Figure CEO predicts robot industry consolidation into few giants, claims two-year lead
Figure CEO Brett Adcock discusses the necessity of closed-loop control, vertical integration, and mass production in his first comprehensive interview since releasing the Helix 2 model.

Tesla’s Third-Generation Humanoid Robot to Debut; Figure AI Uses Buttocks to Close Drawers; LimX Dynamics Closes USD 200 Million Series B
This week's highlights include Tesla's Optimus V3 debut, Figure AI's Helix 02 model enabling full-body autonomous tasks, Unitree's open-source UnifoLM-VLA-0, and LimX Dynamics' $200 million Series B financing.