News, analysis, and insights on humanoid robotics, robotics markets, and agentic AIhttps://news.humanoid.free/en-ushttps://news.humanoid.free/articles/2026-09-24-optimus-gen-3-leaks-from-inside-teslas-app/https://news.humanoid.free/articles/2026-09-24-optimus-gen-3-leaks-from-inside-teslas-app/Tesla delayed the Optimus Gen 3 reveal to stop rivals from copying the design, then shipped renders of it inside its own signed Android app package. The sealed joints, the home screen filenames and the 7 million square foot factory behind them tell us exactly where the program actually stands.Thu, 24 Sep 2026 00:00:00 GMTteslaoptimusoptimus gen 3humanoid robotsgiga texasfremontmass productionunitreeagibotchinamarket analysishttps://news.humanoid.free/articles/2026-09-22-the-unitree-reckoning-humanoid-revenue-quality/https://news.humanoid.free/articles/2026-09-22-the-unitree-reckoning-humanoid-revenue-quality/Unitree went public at a 629% pop, then lost roughly a third of its peak market value in three weeks. Now Chinese regulators are freezing the humanoid IPO queue over revenue tied to state-backed data centers. The industry's first public stress test exposed an uncomfortable number: 73.6% of Unitree's humanoid revenue comes from research and education buyers, not factories.Tue, 22 Sep 2026 00:00:00 GMTunitreeipowang xingxinghumanoid robotsrevenue qualitydata collection centersagibotubtechfigure aiembodied aichinamarket analysishttps://news.humanoid.free/articles/2026-09-21-robots-building-robots-automaker-turn/https://news.humanoid.free/articles/2026-09-21-robots-building-robots-automaker-turn/XPeng switched on an 80% automated humanoid line on September 8 and Iron walked off it under its own power. Dongfeng follows in December, and Chery's Aimoga has already shipped 3,000 machines. The humanoid industry's manufacturing problem is being solved by car companies, not robotics startups.Mon, 21 Sep 2026 00:00:00 GMTxpeng ironchery aimogadongfengtesla optimushumanoid robotsmass productionmanufacturingembodied aituring chipchinamarket analysishttps://news.humanoid.free/articles/2026-09-20-two-robot-worlds-humanoid-decoupling/https://news.humanoid.free/articles/2026-09-20-two-robot-worlds-humanoid-decoupling/On September 17, D-Robotics closed a $400 million Series C to scale the silicon inside China's humanoids while Tesla's auditors were in Ningbo qualifying suppliers for Optimus mass production. One industry is becoming two, and the split now runs through the robot brain itself.Sun, 20 Sep 2026 00:00:00 GMTd-roboticssunrise s600nvidia jetson thortesla optimusfcc covered listsupply chainhumanoid robotsgeopoliticsrobot chipsembodied aiunitreemarket analysismanufacturingterafabhttps://news.humanoid.free/articles/2026-09-19-the-hand-bottleneck-humanoid-dexterity/https://news.humanoid.free/articles/2026-09-19-the-hand-bottleneck-humanoid-dexterity/A robot can backflip but cannot reliably fold a wet towel. As 1X targets 50,000 NEO shipments in 2027 and XPeng starts mass-producing Iron bodies on an 80% automated line, everything now depends on the least mature component in the stack: the dexterous hand. Inside the physics, the data gap, and the 960 million yuan market being built to close it.Sat, 19 Sep 2026 00:00:00 GMTdexterous handsdexteritytactile sensinghumanoid robots1x neoxpeng ironunitree g1figure aivla modelsmanipulationteleoperationchina roboticsmarket analysisresearchunit economicshttps://news.humanoid.free/articles/2026-09-18-helix-25-scaling-law-humanoid-transfer/https://news.humanoid.free/articles/2026-09-18-helix-25-scaling-law-humanoid-transfer/Figure's Helix 2.5 ran three whole-body household behaviors across 30 unseen Bay Area homes with zero data collection on site, and Index pretraining alone lifted zero-shot success from 9% to 56%. The deeper news is the measured scaling law behind it: humanoid capability is becoming forecastable, and forecastable means fundable at industrial scale.Fri, 18 Sep 2026 00:00:00 GMTfigure aihelix 2.5index datasetscaling lawszero-shot generalizationfoundation modelshumanoid robotsvla models1x neonscalecomputehome roboticsphysical aimarket analysisresearchhttps://news.humanoid.free/articles/2026-09-17-digit-5-agility-spac-public-humanoid/https://news.humanoid.free/articles/2026-09-17-digit-5-agility-spac-public-humanoid/Agility Robotics unveiled Digit 5 with more than $300 million in multi-year orders, a cooperative safety architecture built with Nvidia and a SPAC merger that will make it the first pure-play humanoid company on a US exchange. Why the listing matters more than the robot, and where the order book deserves skepticism.Thu, 17 Sep 2026 00:00:00 GMTagility roboticsdigit 5humanoid robotsspacchurchill capitalnvidia halosigx thorcooperative safetyraasgoldman sachstesla optimusindustrial automationwarehouse roboticspublic listingmarket analysisphysical aihttps://news.humanoid.free/articles/2026-09-16-foundation-100k-lease-amd-robot-brain-war/https://news.humanoid.free/articles/2026-09-16-foundation-100k-lease-amd-robot-brain-war/Foundation Future Industries leases its Phantom MK-1 humanoid for roughly $100,000 per robot per year, claims $100 million in contracted recurring revenue and will build its MK-2 on AMD silicon. A close read of the first concrete commercial reference point in industrial humanoids, the claims that surround it and the compute war it accelerates.Wed, 16 Sep 2026 00:00:00 GMTfoundation roboticsphantom mk-1amdnvidiaryzen ai x100jetsonhumanoid robotsraasunit economicsindustrial automationdexterous handsfpgaphysical aimarket analysisrobotics-as-a-servicehttps://news.humanoid.free/articles/2026-09-15-berg-insight-26-million-2040-forecast/https://news.humanoid.free/articles/2026-09-15-berg-insight-26-million-2040-forecast/Berg Insight's new report projects annual humanoid robot shipments growing from 16,000 units in 2026 to 26.0 million by 2040, a 63.7 percent CAGR, with market value rising from $890 million to $554 billion. A close read of the arithmetic, the bill of materials, the Goldman Sachs comparison and the checkpoints that will confirm or break the single most aggressive volume forecast the industry has produced.Tue, 15 Sep 2026 00:00:00 GMTberg insightmarket forecasthumanoid robotsgoldman sachsphysical aishipmentscagrunit economicsactuatorssemiconductorscellular connectivitylabor marketfigure aitesla optimusagility roboticsapptronikmarket analysishttps://news.humanoid.free/articles/2026-09-14-war-third-customer-dual-use-ledger/https://news.humanoid.free/articles/2026-09-14-war-third-customer-dual-use-ledger/A Reuters investigation documented how China's military is pulling humanoid technology toward the battlefield through procurement notices, NUDT competitions and Norinco hardware, while the same month produced record civilian deployments and an academic conference rebuilt around factory labor and safety certification. The humanoid industry now serves three customers from one supply chain, and the third customer just became documentable.Mon, 14 Sep 2026 00:00:00 GMTdual-usemilitarizationpla dailynudtunitreenorinco fuxireutersdarpa tiamatieee humanoids 2026loco-manipulation challengezerithroboterakeenonchinadefense procurementmarket analysishttps://news.humanoid.free/articles/2026-09-13-beyondmimic-human-motion-generalist-athlete/https://news.humanoid.free/articles/2026-09-13-beyondmimic-human-motion-generalist-athlete/At the World Humanoid Robot Games in Beijing, an X-Humanoid machine ran 100 meters in 8.64 seconds and jumped 3.4 meters from a standstill. Two weeks later, a UC Berkeley and Stanford team published BeyondMimic in Science Robotics: a framework that reaches the same class of athletic whole-body control from just 2.5 hours of human motion data, one shared training recipe, and a diffusion model that composes skills into behaviors nobody ever recorded. This is the technical story of how the humanoid motion layer is quietly becoming a data problem rather than a control-engineering problem, and why that shift matters more than any single stunt.Sun, 13 Sep 2026 00:00:00 GMTbeyondmimicunitree g1science roboticsuc berkeleystanfordreinforcement learningppodiffusion modelsmotion trackingwhole-body controllocomotionworld humanoid robot gamesx-humanoidkaren liuieee humanoids 2026technical deep divephysical aihttps://news.humanoid.free/articles/2026-09-12-purchase-orders-new-demos-optimus-supply-chain/https://news.humanoid.free/articles/2026-09-12-purchase-orders-new-demos-optimus-supply-chain/On September 7, China's robotics indices jumped 2% on a single report: Tesla had placed roughly 5,000 units' worth of Optimus component orders with core suppliers. No keynote, no demo video, no Musk tweet. This piece reads the Jiemian supply chain report in detail, weighs it against Tesla's own slipping timeline, and argues that procurement data has become the highest-grade evidence in humanoid robotics: a purchase order is a balance-sheet commitment, a demo is marketing. Also inside: why XPeng's production line and OpenAI's humanoid confirmation point at the same bottleneck.Sat, 12 Sep 2026 00:00:00 GMTteslaoptimussupply chainjiemiangreen harmonicorbbect-chainfremontmanufacturingactuatorsplanetary roller screwsxpeng ironopenaisam altmanmarket analysisphysical aihttps://news.humanoid.free/articles/2026-09-11-preorder-economy-humanoid-reality-gap/https://news.humanoid.free/articles/2026-09-11-preorder-economy-humanoid-reality-gap/A London startup with no commercial deliveries claims a $2.4 billion pipeline of nonbinding preorders. Meanwhile, the entire planet will ship roughly 16,000 humanoids this year, and five Chinese companies built 86% of them. The gap between those numbers is not a contradiction. It is the industry's operating model, and this piece takes it apart: how preorder pipelines are constructed, what Berg Insight's 26-million-unit forecast actually assumes, and which signals will tell you whether demand is real.Fri, 11 Sep 2026 00:00:00 GMThumanoidpreordersunit economicsmarket analysisberg insightcounterpoint researchhmnd 01boschschaefflerartem sokolovchinasupply chainraasfundingunicornphysical aiforecastdemandhttps://news.humanoid.free/articles/2026-09-10-gmo-humanoid-ambulance-robot-911/https://news.humanoid.free/articles/2026-09-10-gmo-humanoid-ambulance-robot-911/GMO AI & Robotics unveiled a dedicated emergency response vehicle for broken humanoids: a converted Fiat van with a stretcher, hoist, replacement joints, and an engineer riding shotgun. It looks like a stunt. It is actually the first visible piece of the layer that will decide which humanoid company survives: field service, telemetry loops, and the economics of dead capital. A deep read into why maintenance, not manipulation, is the next bottleneck.Thu, 10 Sep 2026 00:00:00 GMTgmo ai & roboticshumanoid ambulancefield serviceuptimemaintenanceraasagility roboticsfigure aiindexjapanhanedakddijalphysical aifleet operationstelemetryrobot securityunit economicsmarket analysisxpeng ironagibothttps://news.humanoid.free/articles/2026-09-09-unitree-unifolm-x2-world-model-pivot/https://news.humanoid.free/articles/2026-09-09-unitree-unifolm-x2-world-model-pivot/Unitree's UnifoLM-X2-1.0 drives a G1 through fully autonomous boxing: no teleoperator, no gamepad, no choreography. Behind the spectacle sits a genuine architectural pivot, from reactive vision-language-action policies to predictive world models that simulate the fight before it happens. The demo's telemetry also reveals the catch: the brain still lives offboard. Why that gap defines the next two years of physical AI.Wed, 09 Sep 2026 00:00:00 GMTunitreeunifolm-x2world modelsvlahumanoid robotsrobot combatg1wang xingxingpredictive controlembodied aiphysical aiedge computeengineaiurklnvidia gr00ttechnical deep divehttps://news.humanoid.free/articles/2026-09-08-agility-s4-xpeng-iron-two-roads-to-scale/https://news.humanoid.free/articles/2026-09-08-agility-s4-xpeng-iron-two-roads-to-scale/Agility Robotics' Form S-4 puts audited numbers behind the humanoid industry's first US listing attempt: $1.78 million in 2025 sales, a $138.1 million net loss, a going-concern warning, and a $300 million backlog owed by a related party. The same week, XPENG started mass production of IRON on an automotive-grade line with over 80% automation. One document and one factory line frame the industry's central question: which road to scale actually closes?Tue, 08 Sep 2026 00:00:00 GMTagility roboticsform s-4spacdigit v5churchill capitalpeggy johnsonraasunit economicsxpengiron humanoidhe xiaopengteslaoptimusfremontmass productionmanufacturinghumanoid robotsmarket analysishttps://news.humanoid.free/articles/2026-09-07-figure-nscale-compute-arms-race/https://news.humanoid.free/articles/2026-09-07-figure-nscale-compute-arms-race/Figure AI signed a multi-year deal with Nscale for up to 100,000 NVIDIA Vera Rubin GPUs, with $3.5 billion committed initially and room to scale past $6 billion. The same week, independent benchmarking showed GPT-6 Astra acing gross manipulation at 95 percent while stalling at 10 percent on precision insertion. Together they mark the moment the humanoid industry's center of gravity shifted from actuator supply chains to training clusters.Mon, 07 Sep 2026 00:00:00 GMTfigure ainscalenvidiavera rubinhelixcomputegpt-6 astrarobocurveclaude fablevla modelsphysical aijensen huangbrett adcockwang xingxingunitreedexmalwandercraftmanipulationmarket analysishttps://news.humanoid.free/articles/2026-09-06-openai-will-definitely-do-a-humanoid/https://news.humanoid.free/articles/2026-09-06-openai-will-definitely-do-a-humanoid/Sam Altman has confirmed OpenAI will build its own humanoid robot, ending the last ambiguity about whether frontier AI labs would stay in the software layer. Analysis of what was actually committed, what the actuator hiring spree reveals, and why the hardest economics in robotics now sit between OpenAI and a shipping product.Sun, 06 Sep 2026 00:00:00 GMTopenaisam altmanhumanoid robotsvertical integrationactuatorsphysical airobotics divisionaditya rameshfigure ai1x technologiessoftbanktesla optimussupply chainrare earthsdata flywheelvla modelsmarket analysishttps://news.humanoid.free/articles/2026-09-05-xdof-1-2b-robot-data-gold-rush/https://news.humanoid.free/articles/2026-09-05-xdof-1-2b-robot-data-gold-rush/Three months after emerging from stealth, teleoperation data startup XDOF is in late-stage talks for a Series B at a $1.2 billion valuation led by 8VC, with annualized revenue approaching $50 million. The deal signals that the humanoid industry's sharpest bottleneck has moved from actuators and models to training data, and a new class of pick-and-shovel companies is forming to supply it.Sat, 05 Sep 2026 00:00:00 GMTxdofrobot datateleoperationhumanoid robotsvla modelsfoundation models8vcthrive capitalandreessen horowitzabc-130kuc berkeleyscale aidata labelingphysical aimarket analysisunit economicsxpeng ironfundinghttps://news.humanoid.free/articles/2026-09-04-nvidia-buys-the-commons-hugging-face-lerobot/https://news.humanoid.free/articles/2026-09-04-nvidia-buys-the-commons-hugging-face-lerobot/NVIDIA confirmed it is acquiring Hugging Face for $12.93 billion, taking control of the platform that hosts three million models, half a million datasets, and LeRobot, the largest open robotics ecosystem. The deal lands a week after Hugging Face's $399 Microduck robot sold $2.6 million in 24 hours. For humanoid builders, the compute landlord now owns the commons where robot brains are trained.Fri, 04 Sep 2026 00:00:00 GMTnvidiahugging facelerobotmicroduckrobot foundation modelsopen source roboticsphysical aigrootisaacjetson thorvla modelsskild aigeneralistphysical intelligencehumanoid robotsmarket analysisantitrustopen weightspollen roboticscosmoshttps://news.humanoid.free/articles/2026-09-03-skild-s1-in-context-learning-robot-brain-split/https://news.humanoid.free/articles/2026-09-03-skild-s1-in-context-learning-robot-brain-split/Skild AI unveiled S1, a foundation model that learns new tasks from a single video in the prompt, with no post-training. The release landed days after Unitree lost nearly half of its $66 billion post-IPO value. The humanoid industry has split in two: bodies are commoditizing, brains are commanding premiums, and nobody agrees on which side of the split carries the risk.Thu, 03 Sep 2026 00:00:00 GMTskild ais1robot foundation modelsin-context learningphysical aiunitreeipogeneralistphysical intelligencegenesis aiwayvefoxgloverobot brainshumanoid robotsmarket analysisvlmvla modelsrobotics datafetch roboticsventure capitalhttps://news.humanoid.free/articles/2026-09-02-tesla-optimus-2027-retail-jpmorgan-fremont/https://news.humanoid.free/articles/2026-09-02-tesla-optimus-2027-retail-jpmorgan-fremont/In a Fremont briefing for JPMorgan, Tesla said Optimus Gen 3 is designed, the supply chain is locked and external sales could start in H2 2027. The claim arrives after a January admission that zero Optimus robots do useful work and a July warning that production will be extremely slow. What the 2027 date is actually worth.Wed, 02 Sep 2026 00:00:00 GMTteslaoptimusoptimus gen 3humanoid robotsjpmorganfremont factoryelon muskproduction timelineconsumer humanoidsmarket analysisphysical airobot manufacturingfsdrobotaxifigure aiunitreewalden robotics1x neocredibilityinvestment analysishttps://news.humanoid.free/articles/2026-09-01-two-systems-us-ban-serbia-factory-split-humanoid-industry/https://news.humanoid.free/articles/2026-09-01-two-systems-us-ban-serbia-factory-split-humanoid-industry/In thirty days, Washington banned foreign humanoids, Unitree went public at a $66 billion valuation, Beijing staged a robot games finale with a flaming sprinter, and a Chinese-Serbian factory opened in Sabac as Europe's first humanoid mass-production base. The humanoid industry now has two incompatible operating systems.Tue, 01 Sep 2026 00:00:00 GMThumanoid robotsus china tech warfcc covered listrobot import banagibotminth groupserbiasabac factoryrules of origintariff circumventionunitreestar market ipoworld humanoid robot gamestiangong ultrax-humanoidsupply chaingeopoliticsindustrial policymarket analysisrobotics manufacturingmericseuropean uniontrade policynational securityhttps://news.humanoid.free/articles/2026-08-31-tau-robotics-30-dollar-hour-home-cleaning/https://news.humanoid.free/articles/2026-08-31-tau-robotics-30-dollar-hour-home-cleaning/Tau Robotics is sending teleoperated humanoids into real San Francisco homes at $30 an hour to vacuum, wipe counters and make beds. Inside the business model, the privacy terms, the Unitree security warning that shadows every home deployment, and why the consumer humanoid timeline just got its first real price tag.Mon, 31 Aug 2026 00:00:00 GMTtau roboticshumanoid robotshome robotsconsumer humanoidsteleoperationremote operationunit economicsrobot laborcleaning robots1x neotesla optimusunitreeg1 edusecurity vulnerabilitiescve-2026-76639cve-2026-76640root rcebluetooth securityprivacydata flywheelrobot foundation modelshousehold roboticssan franciscomarket analysislabor economicshttps://news.humanoid.free/articles/2026-08-30-generalist-gen-15-one-shot-physical-prompting/https://news.humanoid.free/articles/2026-08-30-generalist-gen-15-one-shot-physical-prompting/Generalist's GEN-1.5 learns new physical tasks in seconds from a single demonstration, with no gradient updates: 59% one-shot success across ten tasks, 83% after ten gradient steps. The first credible evidence that in-context learning has arrived in robot brains, what it means for the humanoid sector's data economics, and why the skeptics still have a case.Sun, 30 Aug 2026 00:00:00 GMTgeneralistgen-1.5robot foundation modelsVLA modelsin-context learningone-shot learningphysical promptinghumanoid robotsembodied aiphysical aigen-1scaling lawssim-to-realimitation learningdexterous manipulationfigure aitesla optimusphysical intelligencepi0helixgrootnvidiadata engineunit economicstechnology deep divehttps://news.humanoid.free/articles/2026-08-29-wheels-versus-legs-form-factor-schism/https://news.humanoid.free/articles/2026-08-29-wheels-versus-legs-form-factor-schism/Walden Robotics raised $300M to build wheeled humanoids for Toyota factories while Persona AI put legged welders into HD Hyundai shipyards. Two veteran teams started from the same economics and arrived at opposite bodies. What that divergence reveals about the sector's founding assumption.Sat, 29 Aug 2026 00:00:00 GMTwalden roboticspersona aiform factorwheeled humanoidhumanoid robotsruss tedrakejerry prattnicolaus radfordtoyota research institutehd hyundaiposcoweldingmanufacturingphysical ailarge behavior modelsdiffusion policyunit economicsindustry analysishttps://news.humanoid.free/articles/2026-08-28-softbank-put-option-hyundai-boston-dynamics/https://news.humanoid.free/articles/2026-08-28-softbank-put-option-hyundai-boston-dynamics/SoftBank exercised its put option, forcing Hyundai's shareholders to acquire its entire remaining Boston Dynamics stake. Why the seller chose this moment, what full ownership unlocks for Atlas, and how a $100 million Waltham factory fits the endgame.Fri, 28 Aug 2026 00:00:00 GMTboston dynamicshyundaisoftbankatlashumanoid robotsput optionm&aownershipwalthammanufacturingmetaplantphysical aimarket analysisces 2026massachusettshttps://news.humanoid.free/articles/2026-08-27-xpeng-900m-iron-carve-out/https://news.humanoid.free/articles/2026-08-27-xpeng-900m-iron-carve-out/XPeng just raised $900 million for its robotics unit at a $6.3 billion valuation to mass-produce the IRON humanoid by end of 2026. A close read of the deal structure, the spec sheet, the stock reaction, and the FCC wall waiting in 2027.Thu, 27 Aug 2026 00:00:00 GMTxpengiron humanoidhumanoid robotsfundingphysical aiidg capitaltencentalibabaspin-offtesla optimushyundaiboston dynamicsfcc covered listmanufacturingmarket analysishttps://news.humanoid.free/articles/2026-08-26-world-humanoid-robot-games-939-seconds/https://news.humanoid.free/articles/2026-08-26-world-humanoid-robot-games-939-seconds/China's second World Humanoid Robot Games ended with a 9.39-second 100m, broken human records, and robots catching fire at the finish line. Behind the spectacle: teleoperation penalties, cloud tethers, and a market splitting in two under US import bans.Wed, 26 Aug 2026 00:00:00 GMTworld humanoid robot gamesbeijinghumanoid robotsunitreetian gongx-humanoidgalbotteleoperationsim-to-realreinforcement learningfccrobot regulationmarket analysisbenchmarkshttps://news.humanoid.free/articles/2026-08-25-cost-of-teaching-a-robot-a-task/https://news.humanoid.free/articles/2026-08-25-cost-of-teaching-a-robot-a-task/Generalist's GEN-1.5 learns physical tasks from a single 3-second demonstration with no training. Persona AI is betting its humanoid on hundred-kilometer welds in Korean shipyards. Two August stories attacking the same hidden line item: integration cost.Tue, 25 Aug 2026 00:00:00 GMTgeneralist aigen-1.5persona aifoundation modelsone-shot learningin-context learningweldingshipbuildinghd hyundaiposcohumanoid robotsunit economicsvla modelsmarket analysishttps://news.humanoid.free/articles/2026-08-24-unitree-66-billion-shanghai-ipo-humanoid-scale/https://news.humanoid.free/articles/2026-08-24-unitree-66-billion-shanghai-ipo-humanoid-scale/Unitree jumped 629% at its Shanghai debut while the rest of the market fell. The IPO prices manufacturing scale and category ownership, not robot capability, and the week's robotics events in Beijing explain why.Mon, 24 Aug 2026 00:00:00 GMTunitreeipostar markethumanoid robotswang xingxingworld robot conferenceworld humanoid robot gamesbydfigure aimarket analysischina roboticshttps://news.humanoid.free/articles/2026-08-21-walden-robotics-wheeled-humanoid-pivot/https://news.humanoid.free/articles/2026-08-21-walden-robotics-wheeled-humanoid-pivot/Toyota's robotics spinout Walden launched with $300M at a $1.1B valuation by asking one uncomfortable question: what if the smartest humanoid for factory work doesn't need legs at all?Fri, 21 Aug 2026 00:00:00 GMTwalden roboticshumanoid robotstoyotaruss tedrakephysical aiwheeled humanoidlarge behavior modelsrobotics fundinghttps://news.humanoid.free/articles/2026-07-27-humanoid-robotics-revolution/https://news.humanoid.free/articles/2026-07-27-humanoid-robotics-revolution/A deep dive into the $38B humanoid robotics market — the key players, technical breakthroughs, and economic forces driving the shift from factory floors to homes by 2030.Mon, 27 Jul 2026 00:00:00 GMThumanoid robotstesla optimusfigure aiboston dynamicsrobotics marketagentic aiembodied ai