Humanoid Robots
Humanoid robots moving from lab demos toward real deployment — the hardware, foundation models, and economics of general-purpose embodiment.
Companies in this report
Agility Robotics is building Digit, a bipedal humanoid robot designed for warehouse, manufacturing, and logistics environments. With a planned public listing, major enterprise deployments, and a factory built for scale production, the company sits at the leading edge of the humanoid robotics commercialization race.
Figure AI is building general-purpose humanoid robots powered by its proprietary Helix vision-language-action model, targeting manufacturing and logistics before expanding to consumer markets. With a $39B valuation and paid production deployments at BMW, Figure is one of the most aggressively capitalized players in the emerging humanoid robotics race.