Top 53 Embodied AI Companies: Complete Industry Directory 2026
1. Industry Overview
The embodied AI market has reached a critical inflection point in 2025-2026, transitioning from research labs to commercial-scale deployment. Valued at approximately $4.7 billion in 2025, the market is projected to reach $67-70 billion by 2033, growing at a CAGR of 39-40% (Grand View Research, DataBridge Market Research).
Funding has surged dramatically. US-based embodied AI companies raised ~$7 billion in 2025 (75% YoY growth), while Chinese counterparts raised ~$4 billion (100% YoY growth) (Deloitte, Dec 2025). In China alone, the robotics sector recorded 744 investment events totaling ¥73.5 billion by December 2025 (CAICT).
Key drivers include the integration of Vision-Language-Action (VLA) foundation models into hardware, declining sensor/actuator costs, government strategic support (China included embodied AI in its 2025 Government Work Report), and growing labor shortages worldwide.
2. Company Classification Directory
A directory of 53 companies shaping the embodied AI landscape:
Humanoid Robot Manufacturers
1X Technologies — San Francisco, California, USA (est. 2014) | Latest Funding: Series B | 2024-01 | $100M | 1X Technologies develops humanoid robots designed for consumer and enterprise markets. Backed by OpenAI, they focus on creating safe and capable androids. Agility Robotics — Corvallis, Oregon, USA (est. 2015) | Latest Funding: Series D | 2025 | ~$400M | Agility Robotics creates bipedal robots for logistics and warehouse applications. Their Digit robot combines humanoid form factor with practical manipulation capabilities. Apptronik — Austin, Texas, USA (est. 2016) | Latest Funding: Series A | 2023 | $100M+ | Apptronik builds Apollo - a general-purpose humanoid robot designed for automotive and logistics industries, featuring advanced motor control and safety systems. Boston Dynamics — Waltham, Massachusetts, USA (est. N/A) | Latest Funding: None disclosed | Boston Dynamics is a world-leading robotics company known for its advanced legged and wheeled robots including Spot, Stretch, and the humanoid Atlas. Founded in 1992 as an MIT spin-off, the company pi Figure AI — Sunnyvale, California, USA (est. 2022) | Latest Funding: Series C | 2025-10 | $1B+ | Figure AI develops advanced humanoid robots designed for labor shortage solutions. Their flagship robot, Figure 01, demonstrates state-of-the-art manipulation and mobility capabilities. Reflex Robotics — Brooklyn, New York, USA (est. N/A) | Latest Funding: Seed | 2023 | $7M | Reflex Robotics develops general-purpose wheeled mobile manipulators with dual-arm systems for warehouse and industrial automation. Their robots combine teleoperation capabilities with AI-powered auto Sanctuary AI — Vancouver, British Columbia, Canada (est. 2018) | Latest Funding: Series A | 2023 | $59.5M | Sanctuary AI is building general-purpose humanoid robots with human-like intelligence. Their Carbon robot features unique teleoperation capability combined with AI autonomy. Shadow Robot — London, UK (est. 1987) | Latest Funding: None disclosed | Shadow Robot Company designs and manufactures advanced robot hands and teleoperation systems, widely used in research and industrial applications. Tesla (Optimus) — Palo Alto, California, USA (est. 2021) | Latest Funding: None disclosed | Tesla's Optimus (Bumblebee) is a general-purpose humanoid robot designed to eliminate dangerous, repetitive, and boring tasks. Leveraging Tesla's AI and manufacturing expertise. Vecna Robotics — Austin, Texas, USA (est. N/A) | Latest Funding: None disclosed | Vecna Robotics provides flexible and intelligent automated material handling solutions for warehouses, manufacturing, and distribution centers. Their Pivotal orchestration platform coordinates mixed f Veo Robotics — Waltham, Massachusetts, USA (est. N/A) | Latest Funding: None disclosed | Veo Robotics developed FreeMove, a 3D depth-sensing computer vision system that enables safe human-robot collaboration in industrial settings. Acquired by Symbotic in July 2024, the technology continu
Logistics & Warehouse Robotics
Ambi Robotics — Berkeley, California, USA (est. N/A) | Latest Funding: None disclosed | Ambi Robotics develops AI-powered robotic systems for parcel sorting and logistics automation. Their AmbiSort platform uses simulated-to-real AI training to handle packages of varying shapes and sizes Berkshire Grey — Bedford, Massachusetts, USA (est. N/A) | Latest Funding: 私有化 | 2024 | Berkshire Grey develops AI-enabled robotic solutions for warehouse automation, retail fulfillment, and logistics. Their integrated systems combine AI, computer vision, and advanced manipulation to aut Covariant — Berkeley, California, USA (est. 2017) | Latest Funding: Series C | 2023 | $75M | Covariant builds AI robotics solutions for warehouse automation, with the Covariant Brain enabling robots to learn and adapt to new tasks. Dextrous Robotics — Memphis, Tennessee, USA (est. 2019) | Latest Funding: None disclosed | Dextrous Robotics develops robotic manipulation systems for parcel handling and logistics, featuring unique dual-gripper configurations. Fetch Robotics — San Jose, California, USA (est. N/A) | Latest Funding: None disclosed | Fetch Robotics, now Zebra Robotics Automation (acquired 2021), pioneered autonomous mobile robots for warehousing and logistics. Their AMR platform enables collaborative picking, material transport, a IAM Robotics — Pittsburgh, Pennsylvania, USA (est. N/A) | Latest Funding: None disclosed | IAM Robotics develops autonomous mobile robots for warehouse piece picking. Their Swift robot and SwiftLink fleet management software enable high-speed, vision-guided picking for retail and e-commerce InVia Robotics — Westlake Village, California, USA (est. N/A) | Latest Funding: None disclosed | InVia Robotics develops AI-driven robotic picking systems for warehouse automation. Their cloud-based robots-as-a-service model provides flexible goods-to-person picking solutions for e-commerce and t Kindred AI — San Francisco, California, USA (est. N/A) | Latest Funding: None disclosed | Kindred AI (now Ocado Intelligent Automation) developed AI-powered robotic systems for e-commerce fulfillment. Their Sort robot uses reinforcement learning for autonomous garment and item sorting, now Locus Robotics — Wilmington, Massachusetts, USA (est. N/A) | Latest Funding: Series F | 2023 | $150M | Locus Robotics is a leading provider of autonomous mobile robots (AMRs) for warehouse automation. Their collaborative AMR solution helps workers pick and pack orders more efficiently, serving e-commer Nimble Robotics — San Francisco, California, USA (est. N/A) | Latest Funding: Series C | 2023 | $65M | Nimble Robotics develops AI-powered autonomous picking systems for warehouse fulfillment. Their robots use deep learning and simulation-to-real transfer to handle diverse items, enabling fully autonom Osaro — San Francisco, California, USA (est. N/A) | Latest Funding: None disclosed | Osaro develops AI-powered robotic picking systems for warehouse and e-commerce fulfillment. Their reinforcement learning-based vision and control software enables robots to handle diverse SKUs with hi Rapyuta Robotics — Tokyo, Japan (est. N/A) | Latest Funding: Series C | 2022 | $51M | Rapyuta Robotics develops cloud-connected autonomous mobile robots for warehouse logistics. Their pick-assist AMR solution leverages cloud robotics architecture to enable scalable fleet management and RightHand Robotics — Somerville, Massachusetts, USA (est. 2015) | Latest Funding: Series C | 2022 | $66M | RightHand Robotics specializes in robotic pick-and-place solutions with intelligent grippers designed for logistics and warehouse automation.
Embodied AI & Algorithm Platforms
Google DeepMind — London, UK (est. 2010) | Latest Funding: None disclosed | Google DeepMind advances embodied AI research with projects like RT-2 and RT-X, developing foundation models for robotic control. Hume AI — New York, New York, USA (est. N/A) | Latest Funding: None disclosed | Hume AI specializes in emotionally intelligent AI systems that can interpret and respond to human expressions and vocal patterns. The company builds foundation models for voice AI and emotional unders Intel RealSense — Santa Clara, California, USA (est. N/A) | Latest Funding: None disclosed | Intel RealSense provides depth-sensing camera technology and computer vision solutions for robotics and automation. Their stereo and LiDAR depth cameras enable 3D perception for navigation, object rec NVIDIA (Isaac Sim) — Santa Clara, California, USA (est. 2017) | Latest Funding: None disclosed | NVIDIA's Isaac Sim provides a simulation platform for training and testing humanoid robots in realistic virtual environments using Omniverse. Neurala — Boston, Massachusetts, USA (est. N/A) | Latest Funding: None disclosed | Neurala develops vision AI software for industrial inspection and quality control. Their VIA (Vision Inspection Automation) platform enables manufacturers to deploy AI-powered defect detection on prod Physical Intelligence — San Francisco, California, USA (est. 2024) | Latest Funding: Series B | 2025-11 | $600M | Physical Intelligence (PI) develops foundational models and systems for robot control, known for the π0 model enabling general-purpose robot capabilities. Skild AI — Pittsburgh, Pennsylvania, USA (est. 2023) | Latest Funding: Series C | 2025 | $1.4B | Skild AI develops scalable AI models for robots, creating a unified foundation model that can be applied across different robot platforms and tasks. Stardust AI — Beijing, China (est. 2023) | Latest Funding: None disclosed | Stardust AI develops embodied AI systems for humanoid robots, focusing on cognitive architectures that enable natural human-robot interaction. Toyota Research Institute — Los Altos, California, USA (est. 2015) | Latest Funding: None disclosed | TRI advances robotics research including humanoid robots for home assistance, focusing on safety, reliability, and human-centered AI.
Quadruped & Bio-inspired Robots
Engineered Arts — Falmouth, Cornwall, UK (est. 2004) | Latest Funding: None disclosed | Engineered Arts is a UK-based company creating the worlds most advanced humanoid robot entertainers, known for incredibly realistic facial expressions. RIVR Technology — Zurich, Switzerland (est. N/A) | Latest Funding: Seed | 2024-08 | $22M | RIVR Technologies (formerly Swiss-Mile) develops wheeled-legged autonomous robots for last-mile delivery and physical AI applications. Combining artificial neural networks with innovative wheel-leg ro
Chinese Companies Cluster
SRT (Soft Robotics) — Beijing, China (est. 2016) | Latest Funding: None disclosed | SRT (ShiYi Technology) is a Chinese company pioneering soft robotics technology, providing flexible grippers and actuators for humanoid robot hands. 乐聚机器人 — 深圳, 中国 (est. 2016) | Latest Funding: None disclosed | 乐聚机器人专注于人形机器人研发,产品包括Aelos、K12教育机器人和全尺寸人形机器人,应用于教育、科研等领域。 优必选 — 深圳, 中国 (est. 2012) | Latest Funding: None disclosed | UBTECH Robotics is a global leader in humanoid robots, known for the Walker series - autonomous full-size humanoid robots with advanced AI capabilities. 傅利叶智能 — 上海, 中国 (est. 2015) | Latest Funding: None disclosed | Fourier Intelligence is a Chinese robotics company specializing in rehabilitation robots and the GR-1 humanoid robot for various industrial applications. 加速进化 — 北京 (est. 2023) | Latest Funding: A+轮 | 2026 | ¥10亿 | Beijing Booster Robotics, a humanoid robot company focused on education and developer ecosystem, flagship BoosterK1 humanoid robot 宇树科技 — 杭州 (est. 2016) | Latest Funding: None disclosed | Unitree Robotics is a leading quadruped and humanoid robot manufacturer from China, known for affordable high-performance robots including the Unitree H1 humanoid. 小米铁大 — 北京, 中国 (est. 2022) | Latest Funding: None disclosed | 小米人形机器人铁大(CyberOne)是小米集团发布的全尺寸人形仿生机器人,具备感知和情感交互能力。 开普勒机器人 — 上海 (est. 2023) | Latest Funding: A+轮 | 2026-05 | 数千万 | Shanghai Kepler Robot, an industrial-grade humanoid robot company, flagship product K2 "Bumblebee" industrial humanoid robot 星动纪元 — 北京, 中国 (est. 2023) | Latest Funding: None disclosed | 星动纪元专注于人形机器人研发,打造具有高度灵活性和智能化的机器人产品,应用于科研、教育和商业场景。 星海图 — 苏州/北京 (est. 2023) | Latest Funding: B+轮 | 2026-04 | ¥20亿 | Beijing/Suzhou Galaxy Bot (Xinghaitu), an embodied intelligence company developing VLA foundation models and humanoid robots, backed by IDG, Hillhouse, Ant Group 智元机器人 — 上海, 中国 (est. 2023) | Latest Funding: None disclosed | AGIBOT (Zhiyuan Robotics) is a Chinese humanoid robot startup founded by former Huawei engineers, developing general-purpose robots with advanced manipulation capabilities. 松延动力 — 北京 (est. 2023) | Latest Funding: Series B | 2026-03 | ¥10亿 | Beijing Noetix Robotics, a Chinese humanoid robot company known for the Bumi (¥9,998) consumer robot and Xiaoyue bionic head 珞博智能 — 上海 (est. 2024) | Latest Funding: Pre-A轮 | 2026-04 | Shanghai Robopoet, an AI companion hardware company behind Fuzozo, the best-selling AI plush toy in China with 250K+ units sold 达闼机器人 — 上海, 中国 (est. 2015) | Latest Funding: None disclosed | 达闼科技是云端机器人运营商,构建云端大脑和机器人终端的完整生态,产品包括服务机器人和人形机器人。 逐际动力 — 深圳 (est. 2022) | Latest Funding: Series B | 2026-02 | $200M | Shenzhen LimX Dynamics, a leading embodied intelligence and humanoid robot company, products include LimX Luna full-size humanoid and TRON bipedal robots 银河通用 — 北京, 中国 (est. 2023) | Latest Funding: None disclosed | 银河通用机器人专注于通用人形机器人研发,致力于打造能够在各种环境中工作的智能机器人系统。
Other Notable Companies
Mujin — Tokyo, Japan (est. N/A) | Latest Funding: Series D | 2025-12 | 364亿日元 | Mujin develops intelligent robotics platforms for fully automated logistics and manufacturing. Their controller technology enables robot-agnostic intelligent automation, powering autonomous truck load Standard Bots — New York, New York, USA (est. N/A) | Latest Funding: None disclosed | Standard Bots designs and manufactures affordable robotic arms with AI-powered software for manufacturing automation. Their RO1 six-axis robot learns from human demonstration, making automation access
3. Special Analysis
3.1 China vs. United States / Global
| Dimension | United States | China | Europe/Japan |
|---|---|---|---|
| Market Share 2025 | ~40% | ~25-30% | ~20-25% |
| Key Strength | AI models, VC funding, talent | Scale, govt support, speed | Precision engineering |
| Funding 2025 | ~$7B (+75% YoY) | ~$4B (+100% YoY) | Growing |
| New Robot Models 2024 | 8 humanoid models | 51 humanoid models | 10-15 |
China's advantage: integrated supply chain for components (motors, sensors), massive domestic deployment. US leads in AI foundation model research. Europe/Japan contribute precision engineering.
3.2 Public vs. Private Companies
Publicly Listed: Tesla (Optimus) — TSLA; NVIDIA (Isaac Sim) — NVDA; UBTECH (优必选) — Hong Kong; Unitree (宇树科技) — Chinese market.
Acquired: Berkshire Grey → SoftBank (2024); Fetch Robotics → Zebra (2021); Kindred AI → Ocado; RIVR → Amazon (2024); Veo Robotics → Symbotic (2024).
Private Unicorns ($1B+): Figure AI (>$2.6B), Skild AI (>$2B), Physical Intelligence (>$1.5B), Locus Robotics (>$1B), 智元机器人, 星海图, 逐际动力.
3.3 Major Funding Events 2025-2026
- Skild AI — Series C (2025): $1.4B — SoftBank, NVIDIA, Bezos, Samsung, LG
- Figure AI — Series C (Oct 2025): $1B+ — Parkway Venture, NVIDIA, Microsoft, Qualcomm
- Physical Intelligence — Series B (Nov 2025): $600M — Capital G, Lux Capital, Bezos
- Agility Robotics — Series D (2025): ~$400M — WP Global, SoftBank, Schaeffler
- 逐际动力 (LimX) — Series B (Feb 2026): $200M — JD, Alibaba, NIO Capital
- 星海图 (Galaxy Bot) — B+ (Apr 2026): ¥2B (~$276M) — Ant Group led
- 松延动力 (Noetix) — Series B (Mar 2026): ¥1B (~$138M) — CATL fund
- Mujin — Series D (Dec 2025): ¥36.4B (~$240M)
- 加速进化 (Booster) — A+ (2026): ¥1B (~$138M)
4. Industry Trends
VLA Model Revolution: 2025 marked a paradigm shift as VLA models (Google Gemini Robotics, Physical Intelligence π0, Skild Brain) became dominant — processing vision, language, and motor data in a single pipeline.
Cost Reduction: Figure 03 targets <$15K. Unitree H1 $90K. 松延动力 Bumi: ¥9,998 ($1,380). Prices are racing toward household affordability.
Data as Battleground: China has built ~30 robot training grounds. Tesla's Optimus may spend $500M on data collection alone. Sim-to-real transfer is essential.
Consolidation Forecast: Mirroring the EV industry, 50%+ of today's startups may not survive past 2028 independently. Only companies with strong AI + manufacturing + data loops will prevail.
5. Conclusion
The embodied AI industry in 2026 stands at a historic crossroads. With a $4.7B market growing at 40% CAGR and $11B+ in 2025 funding, the foundations for a transformative industry are being laid. Winners will be determined by three factors: AI foundation model quality, manufacturing scale/cost control, and real-world deployment data. China's state-backed push and the US's VC-fueled innovation ecosystem create a fascinating competitive dynamic. The window for entry is narrowing — 2026 is the year to place strategic bets.
Data: company filings, press releases, Grand View Research, DataBridge, MarketsandMarkets, Deloitte, CAICT. Updated June 2026.
