Chipmaker supplying robot compute (Jetson Thor) and training GPUs; investor in Figure.
nvidia.com ↗The lidar maker launched Kosmo One (8K spatial camera) plus Kosmo World cloud, partnering with Galbot and Dexmal; a Dairy Queen scan cut modeling from ~300 hours to 15 minutes.
On a Unitree G1, Galbot's planner–tracker stack finished 50 unseen physical layouts without falls; 45 were contact-free. Destination success in sim was 98.67% — contact-free 70.3%.
On Oct 8, 2026 AWS launched an open-source Physical AI Toolchain that stitches synthetic data, SageMaker training, simulation and edge deploy — with NVIDIA Isaac and Cosmos in the mix — after RoboMaker's 2025 shutdown.
Sequoia led Mecka's $60M Series B with NVIDIA, Microsoft's M12, Qualcomm Ventures and Samsung; the startup captures human demonstration data and says it passed $100M run-rate revenue in June 2026.
NantWorks led a $75M Series B for Multiply Labs; AstraZeneca and Teradyne joined as the San Francisco physical-AI company scales cell-and-gene and biologics manufacturing robots.
After launching S1 — a robotics foundation model that copies a single video demo without fine-tuning — Skild showed Physical Self-Play: the same base policy trained against itself in Isaac Sim, then transferred to a humanoid.
Figure says its humanoid tidied rooms, folded towels and made beds in 30 unseen Bay Area homes with zero local data, backed by a $3.5B compute deal with Nscale.