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The Week in Robotics
Robolist · Weekly Intelligence

The Week in Robotics

This week in robotics — sourced, verified, and put in context against our index of 3,727 robots.

Issue 06Week of Aug 22–28, 20269 min read
XPeng's Dogotix raises over $900M for humanoid robotics at $6.3B valuation Gatik raises $200M Series D to expand driverless freight trucking Bedrock Robotics deploys operator-free autonomous excavators at three named job sites AeroVironment gets $51M Army order for Switchblade 600 loitering munitions NVIDIA launches Jetson Orin Nano 2 edge AI module for robots, drones XPeng's Dogotix raises over $900M for humanoid robotics at $6.3B valuation Gatik raises $200M Series D to expand driverless freight trucking Bedrock Robotics deploys operator-free autonomous excavators at three named job sites AeroVironment gets $51M Army order for Switchblade 600 loitering munitions NVIDIA launches Jetson Orin Nano 2 edge AI module for robots, drones
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01

New Iron

TECH
A tabletop robotic arm with gripper beside two small black cubes, a laptop showing code and a "LLM Manipulation Assistant" panel, a mini PC with heatsink, soldering iron, tweezers, and a spool of wire.Via The Robot Report

NVIDIA launches Jetson Orin Nano 2 edge AI module for robots, drones

NVIDIA introduced Jetson Orin Nano 2, an entry-level edge AI computer meant to serve as the 'robot brain' for runtime deployment in drones, robots and vision AI systems, as part of its three-computer robotics stack alongside Omniverse/Cosmos for simulation and DJX for training.

The company says the module doubles inference performance over its predecessor, the Jetson Orin Nano Super, while cutting power draw by 40% at the same peak performance in 15-watt mode. Partners including Wing, Matic Robots, Cognex and Doosan Bobcat are evaluating or using the chip; the module and developer kit are due in the first half of 2027.

The gap Jetson Orin Nano 2 sounds like a near-term upgrade path for anyone running the current Orin Nano Super, but the module and developer kit are not shipping until the first half of 2027. Partners like Wing and Matic are only evaluating it now. Nothing here is orderable yet, so budget planning should treat this as a 2027 line item, not a current-quarter decision.
Sources: The Robot Report · Aug 25 · Unite.AI · Aug 25
02

Boots on the Ground

DEPLOYMENT
Aerial view of a CAT excavator loading soil into a dump truck on a dirt worksite, with a grader and two workers nearby.Via The Robot Report

Bedrock Robotics deploys operator-free autonomous excavators at three named job sites

Bedrock Robotics has deployed fully autonomous, retrofitted heavy excavators without operators in the cab onto active infrastructure projects in Texas and Nevada, working with named contractors Sundt Construction, Champion Site Prep, and Zachry Construction Corp.

The company said its Bedrock Operator retrofit system requires a same-day installation and no permanent equipment changes, and that the excavators have completed a year of testing under human supervision before this operator-free rollout.

Bedrock is backed by $350 million in venture capital and led by former Waymo autonomy veterans, according to the company.

What it changes This is a live, operator-free deployment, not a pilot: named contractors Sundt, Champion Site Prep, and Zachry are running Bedrock excavators on active earthwork after a year of supervised testing. Buyers should note the system currently ships only on new, factory-outfitted machines, not retrofits of existing fleets, though same-day retrofit installs with no permanent changes are planned as the company scales this year.
Source: The Robot Report · Aug 26
A close-up loitering munition drone with camera sensor flies at dusk above a burning armored vehicle engulfed in flames and smoke near a forest.Via Interesting Engineering

AeroVironment gets $51M Army order for Switchblade 600 loitering munitions

The U.S. Army has ordered $51 million worth of AeroVironment's Switchblade 600 loitering munition systems, including the newer Block 2 variant and Block 1 units, some of which will support a Foreign Military Sale to a U.S. ally.

The order comes under the Army's five-year Lethal Unmanned Systems contract, which carries a potential value of $990 million. More than 20 brigade combat teams have already received Switchblade 600 systems, and hundreds of soldiers have trained on the weapon since 2025.

Block 2 adds upgraded avionics, automatic target recognition via SPOTR AiTR, Silvus MANET radios for distributed operations, and improvements for GPS-disrupted environments, developed with input from U.S. Special Operations Command.

AeroVironment1 robot in the indexaerial
Source: Interesting Engineering · Aug 26
03

Follow the Money

INVESTMENT
Four featureless white humanoid mannequin figures with dark visor-like faces walking forward, one figure raising its hand.Via The Robot Report

XPeng's Dogotix raises over $900M for humanoid robotics at $6.3B valuation

XPeng Motors said its Dogotix robotics unit, developer of the IRON humanoid robot, raised more than $900 million in its initial funding round, led by IDG Capital with strategic investors including Alibaba and Tencent.

The round brings Dogotix's pre-money valuation to $5 billion and post-transaction valuation to more than $6.3 billion, which XPeng said is a record for a single private financing in China's embodied AI sector.

XPeng plans to use the funding to develop hardware and software, train physical AI models, and build mass-production facilities, targeting 1,000 IRON humanoids per month by the end of 2026 with commercial deliveries starting in 2027.

If you are buying This is capital-raising news, not a product launch: IRON humanoids target retail and industrial campuses but commercial deliveries do not begin until 2027, with mass production of 1,000 units monthly not planned until late 2026. Dogotix is still posting losses. Buyers evaluating humanoids today have nothing shippable from this announcement to evaluate, only a funding milestone and a production timeline to track.
XPeng2 robots in the indexhumanoid
Sources: The Robot Report · Aug 24 · Robotics & Automation News · Aug 26
White box truck with roof-mounted sensors labeled KBX, Georgia-Pacific, and Gatik, parked outside a Sam's Club entrance with blurred shoppers nearby.Via The Robot Report

Gatik raises $200M Series D to expand driverless freight trucking

Gatik AI Inc. said it has raised $200 million in Series D funding, led by Qatar Investment Authority and Koch Disruptive Technologies, with participation from Millennium Management, ARK Invest, and Intact Private Capital.

The company said it will use the funding to accelerate driverless commercial freight across Fortune 50 retail, consumer packaged goods, and grocery supply chains, building on existing partnerships with customers including PepsiCo, Kroger, Tyson Foods, and Georgia-Pacific.

Gatik said it has more than $600 million in contracted revenue, has completed 85,000 fully driverless orders, and maintains 99% on-time delivery, with dozens of driverless trucks operating across North America and plans to expand to thousands.

How this gets bought Gatik's pitch rests on existing commercial deployments, not pilots: dozens of driverless trucks already run fixed routes for PepsiCo, Kroger, Tyson Foods, and Georgia-Pacific, with $600 million in contracted revenue and 99% on-time delivery. For buyers evaluating autonomous freight, this signals a vendor with proven fixed-route middle-mile capability between distribution centers and stores, now capitalized to scale from dozens of trucks toward thousands across similar high-frequency regional networks.
Gatik1 robot in the indexautonomous vehicle
Sources: The Robot Report · Aug 26 · TechCrunch · Aug 25
04

On the Calendar

AHEAD

Robotics shows, conferences and competitions opening in the next eight weeks. Dates confirmed against each organiser’s own page.

05

The Number

DATA
131
of the 273 humanoids we track come from China-headquartered makers
Against 39 from United States-headquartered makers. Counted from the live index on the day this issue was assembled.
3,727+81 · 30d
Active robots tracked
1,853+8 · this week
Companies
273+9 · 30d
Humanoids on the board
28515% of tracked
Companies disclosing funding
How this is made. Every figure here was checked against a primary source or queried live against our own index. Our public count is 3,727 active robots — we hold records flagged as duplicates and do not count those. We drop anything we cannot verify: no AI-invented numbers, no unattributed rumors. When we do not know, we say so.
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