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microAGI says it reached a $100M annualised run rate six months after launching Shift.
Across robotics data, Mecka reported a ~$100M annual run rate in June, while micro1 reported $100M ARR for its robotics department in September.

OP1 from @Ultraroboticsco is such a cool form factor, built around the tasks it actually needs to do.
By the time of its latest $50M raise, Ultra was already running in production and says its robots had packed 500,000+ orders.

Minerva Humanoids has emerged from stealth with Roger, a semi-autonomous humanoid for hazardous work.
Founded by ex-Tesla Optimus and Boston Dynamics engineers, Minerva has raised ~$10M and says it built a walking prototype in five months. First units are assembled in Germany.

RobCo is now a $1B+ industrial robotics unicorn, the latest in a string of major 2026 moves across Germany’s physical AI ecosystem

Biggest robotics financings from September 2026

Interesting capital moves in robotics this week
🇺🇸 @Cognex_Corp × @RealSenseai
• Cognex agreed to acquire RealSense for ~$500M in cash
• RealSense expects $80–90M revenue in 2026, up >50% YoY
• Spun out of Intel in 2025, RealSense says its cameras now serve 20,000+ customers and are used across a large share of autonomous robots globally
🇺🇸 @SoftBank_Group × @ASIRobots
• SoftBank invested $225M in Autonomous Solutions
• ASI develops OEM-independent autonomy for mining, construction and other heavy equipment
• The companies also formed a separately capitalized JV for autonomous construction