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Robolist · Weekly Intelligence

The Week in Robotics

This week in robotics — sourced, verified, and put in context against our index of 4,328 robots.

Issue 17Week of Nov 7–13, 20265 min read
Agility Robotics completes SPAC merger, raises $465M ahead of Nasdaq debut ◆ Axon invests $1.2B in Skydio, takes 20% stake, becomes exclusive U.S. public safety distributor ◆ Path Robotics Raises $300M Series E at $2.45B Valuation ◆ Google DeepMind debuts Gemini Robotics 2.5, hits 96% success on Mercedes line ◆ ASICS deploys Corvus Robotics inventory drones at Mississippi warehouse ◆ Agility Robotics completes SPAC merger, raises $465M ahead of Nasdaq debut ◆ Axon invests $1.2B in Skydio, takes 20% stake, becomes exclusive U.S. public safety distributor ◆ Path Robotics Raises $300M Series E at $2.45B Valuation ◆ Google DeepMind debuts Gemini Robotics 2.5, hits 96% success on Mercedes line ◆ ASICS deploys Corvus Robotics inventory drones at Mississippi warehouse ◆
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01

New Iron

TECH

Google DeepMind debuts Gemini Robotics 2.5, hits 96% success on Mercedes line

Google DeepMind released Gemini Robotics 2.5, described as its most capable vision-language-action (VLA) robot model to date, and opened it to robotics partners.

The team evaluated the model on over 200 real-world tasks, including sorting food with tongs, tying bows on gift boxes, and liquid pipetting, reporting success-rate gains of up to 100% and execution speed gains of up to 30% over prior models.

In a deployment with Apptronik and Mercedes-Benz at production lines in Kecskemét, Hungary and Sindelfingen, Germany, Apptronik's Apollo 2 humanoid autonomously sorted auto parts, achieving a 96% task success rate, with Gemini Robotics ER tracking the task flow and Gemini Robotics 2.5 controlling arm and hand movements.

The gap This is a model release, not a product you can order. The Mercedes line result involved weeks of post-training by Apptronik before deployment, and Google is only opening the model to existing robotics partners, not general buyers. Useful signal that humanoid part-sorting can hit high success rates in production, but nothing here is purchasable off the shelf yet.
Sources: Cailian Press · Nov 11 · Interesting Engineering · Nov 10
Four-panel grid showing a robotic arm loading a washing machine, a toy crane and dump truck, bipedal robots on checkered platforms, and a humanoid robot at a lab bench.Via The Robot Report

NVIDIA debuts GR00T 2 world action model and Isaac Lab 3.0 at CoRL

NVIDIA introduced GR00T 2, an updated open frontier world action model, and Isaac Lab 3.0, its open-source robot learning framework, at the Conference on Robot Learning in Austin, Texas.

GR00T 2 was trained on diverse robot and human data, including NVIDIA's open-source egocentric dataset, to help robots learn dexterous manipulation skills. The company said the model ranks among the top three across several VLA and world action model benchmarks.

Isaac Lab 3.0 adds tighter integration with the Newton physics engine, letting researchers model deformable objects and complex articulated systems, and NVIDIA reported a throughput improvement over the prior version in a dexterous manipulation benchmark. Partners including Skild AI, Flexion, FieldAI, Dyna Robotics, Walden Robotics, Dexmate, and RLWRLD are already using the new tools.

Sources: The Robot Report · Nov 9 · QbitAI (Chinese) · Nov 10
Graphic of megastructure in spaceVia New Atlas

Caltech/DARPA robot completes first autonomous structure assembly in space

A robot built by Caltech and funded by DARPA has assembled a section of an antenna truss in orbit, in what researchers describe as the first autonomous construction of a structure in space. The project, called ASTRA, is part of DARPA's NOM4D program.

The robot was meant to build a 1.4-meter-wide reflector antenna from composite tubes, aluminum joints, and reflective film, but time limits restricted the demonstration to assembling a single additional support section after two pre-built truss sections were sent up.

Ground control was limited to a few daily 15-minute contact windows, during which engineers checked photographs and tested fixes on a duplicate model before sending commands to the robot.

The gap This is a DARPA-funded research milestone, not a product. A robot assembled one truss section in orbit under heavy human oversight, with ground teams limited to 15-minute daily windows and lab rehearsals before every command. Full-scale kilometer structures remain unproven, and no vendor is shipping orbital assembly hardware. Nothing here is purchasable, and procurement teams should treat this as a technology-watch item, not a sourcing option.
Source: New Atlas · Nov 10
02

Boots on the Ground

DEPLOYMENT
A small quadcopter drone with glowing blue lights hovers in a narrow warehouse aisle lined with tall shelving stacked with cardboard boxes.Via Robotics & Automation News

ASICS deploys Corvus Robotics inventory drones at Mississippi warehouse

ASICS America is running Corvus One autonomous inventory drones inside its Byhalia, Mississippi distribution center, flying nightly missions that increased counting frequency in the building's two highest-risk storage areas sixfold, moving them from twice-yearly to monthly counts.

ASICS reports recovering misplaced inventory roughly 60 percent faster since the system went in, and has redirected about 200 hours of monthly counting labor into inventory research and exception resolution. In one three-month stretch the drones surfaced 26 misplaced cases holding more than 200 pairs of shoes.

The facility holds close to 3 million units across roughly 44,000 SKUs managed in a Manhattan Associates WMS. ASICS says it previously held back 12 to 15 units out of every 100 from online marketplace listings due to fulfillment-risk uncertainty, and now publishes the full inventory feed.

What it changes This is a working deployment with numbers attached, not a pilot promise: monthly counts in high-risk zones instead of twice-yearly, 60 percent faster recovery of misplaced stock, 200 hours a month of labor freed for exception work, and enough fulfillment-risk reduction that ASICS now lists the full inventory feed instead of holding back 12-15 percent. For buyers running dense SKU footwear or apparel DCs on narrow aisles, that's a concrete reference case for ROI math.
Source: Robotics & Automation News · Nov 10
GXO expands humanoid robot rollout to US warehousesVia Trans.INFO

GXO expands Agility Robotics' Digit humanoid deployment to two more US warehouses

GXO Logistics and Agility Robotics announced on 26 October 2026 that they are expanding humanoid robot deployments to two new e-commerce fulfilment centres: Statesville, North Carolina, and Lebanon, Tennessee, with operations starting in early 2027 using Digit 4.

The expansion builds on a pilot that began at GXO's Flowery Branch, Georgia warehouse in late 2023, which grew into a long-term robot-as-a-service agreement signed in June 2024. Digit robots at that site have moved more than 100,000 containers.

Agility Robotics, which unveiled Digit 5 in September 2026, says its RoboFab facility in Salem, Oregon was designed for an annual capacity of up to 10,000 robots, and that Digit units have logged more than 65,000 hours of work across its commercial customer base.

Source: Trans.INFO · Nov 11

UBTECH to deliver 400 humanoid robots to dealership group Yongda by year-end

UBTECH signed a strategic cooperation agreement with Yongda, a listed luxury car dealership and services company, under which Yongda will purchase 400 units of UBTECH's humanoid robot U1 Pro.

UBTECH said it plans to deliver the robots within this year.

What it changes A 400-unit order of UBTECH's U1 Pro by a listed car dealership group, with delivery promised within this year, is a real signal of commercial-scale buying rather than pilot-stage trials. For buyers evaluating humanoid robots in service or retail-adjacent settings, this shows a dealership-sized deployment is now something a vendor is committing to deliver on a near-term timeline, worth tracking for actual delivery and use-case fit.
UBTECH Robotics Corp Ltd.16 robots in the indexhumanoid, education
Source: Jiemian · Nov 12
03

Follow the Money

INVESTMENT
A man in a black leather jacket stands next to a teal and black humanoid robot with a lit visor, on a stage with wooden paneling.Via Robotics & Automation News

Agility Robotics completes SPAC merger, raises $465M ahead of Nasdaq debut

Agility Robotics has completed its business combination with Churchill Capital Corp XI, clearing the way for its shares to trade on Nasdaq under the ticker AGLT. The deal closed on November 4, 2026, following shareholder approval two days earlier.

The transaction is tied to an expected gross capital raise of approximately $465 million, made up of $164 million from Churchill XI's trust account, $201 million from a PIPE financing led by Foxconn, and $100 million in equity funding already received.

Agility says the funds will support expanded production and commercial adoption of its Digit humanoid robots, which have accumulated more than 65,000 hours of real-world operation with customers including GXO, AGCO, Schaeffler and Toyota Motor Manufacturing Canada.

Agility Robotics, Inc.4 robots in the indexhumanoid, research
Source: Robotics & Automation News · Nov 11
A quadcopter drone with a camera gimbal hovers in sharp focus, while a uniformed officer operates a controller beside a vehicle near a river in the blurred background.Via The Robot Report

Axon invests $1.2B in Skydio, takes 20% stake, becomes exclusive U.S. public safety distributor

Axon Enterprise said it has invested $1.2 billion in drone maker Skydio, gaining 20% ownership of the company, which is now valued at $5.2 billion. Axon will become Skydio's exclusive distributor for public safety drones in the U.S. and Canada.

Skydio said it serves more than 1,500 public safety customers and expects about $1 billion in total bookings this fiscal year. Axon estimated the total addressable market for drone-as-first-responder programs at approximately $13 billion in the U.S. and Canada.

The investment includes a mix of cash and Axon stock, covering both new primary capital to Skydio and purchases of shares from existing shareholders. The transactions are expected to close in Q4 2026 and Q1 2027, subject to customary closing conditions.

Skydio, Inc.4 robots in the indexaerial, security
Source: The Robot Report · Nov 10
Two men stand smiling between large industrial robotic arms in a factory, one resting his hand on a robot arm.Via Unite.AI

Path Robotics Raises $300M Series E at $2.45B Valuation

Path Robotics announced on November 10, 2026 that it raised $300 million in Series E financing at a $2.45 billion post-money valuation, led by Georgian, an AI-focused growth-equity firm whose partner Emily Walsh will join Path's board.

The Columbus, Ohio-based company builds Obsidian, a physical AI welding model, and plans to use the new capital to expand beyond welding into other manufacturing tasks and robot form factors, including its quadruped-based mobile welding system Rove.

Path reports ARR grew 17-fold over 18 months with customers including HII, Lockheed Martin and Saronic, and cites an earlier $600 million performance-based production agreement with HII tied to a combined $900 million ceiling shared with GrayMatter Robotics for shipbuilding work over seven years.

What it changes Path's welding system Obsidian now has a proven buyer base (HII, Lockheed Martin, Saronic) and a funded roadmap into new tasks and robot forms like the quadruped-based Rove. The HII shipbuilding deal remains conditional, capped at $900M shared with GrayMatter, and tied to milestones, not guaranteed revenue. For buyers in shipbuilding, defense, or heavy manufacturing, this signals a vendor worth evaluating now, but production-scale delivery outside welding is still unproven.
Path Robotics1 robot in the indexindustrial arm
Source: Unite.AI · Nov 10
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
$101.93B
recorded into robotics since January 2017
1251 rounds we have confirmed. Not all robotics funding — we find more rounds partly because we read more news than we used to.
October 2026 · last complete month
$4.14B
raised ▲ 18% vs September ($3.52B)
53
rounds
$20M
median round
41%
taken by the top 3

November so far: $2.27B across 19 rounds recorded. The month is still running, so it is not on the chart.

Half the month’s rounds were under $20M; its three largest took 41% of the capital. Biggest: FieldAI at $700M.

Full capital index →

This is funding we have recorded, not all robotics funding — we find more rounds partly because we read more news than we used to. Amounts are the disclosed round size, not a valuation. Months run to the last complete one.

The index behind it
4,328+76 · 30d
Active robots tracked
2,349+24 · this week
Companies
279no change · 30d
Humanoids on the board
57024% of tracked
Companies with confirmed funding

134 of the 279 humanoids we track come from China-headquartered makers. Against 38 from United States-headquartered makers. Counted from the live index on the day this issue was assembled.

How this is made. Every figure here was checked against a primary source or queried live against our own index. Our public count is 4,328 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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