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Policy Neutral Beijing Municipal Government Nov 11, 2026 · today

Beijing sets 2028 targets for humanoid makers, embodied-AI compute and training data in a new action plan

The plan, issued by Beijing's economy and IT bureau, runs to the end of 2028. It aims for at least 5 internationally leading and 10 domestically leading humanoid makers, more than 50,000 PFlops of new compute dedicated to embodied AI, and over 1 million hours of data from at least 100 real settings. The Beijing-Tianjin-Hebei region is meant to reach 25% of China's whole-robot capacity with over 60% of key parts sourced locally.

Funding Positive Path Robotics Nov 10, 2026 · yesterday

Path Robotics raises a $300M Series E at a $2.45B valuation to take its welding AI to other factory tasks

Georgian led the round, with Addition, Drive Capital, Tiger Global, Yamaha Motor Ventures, D. E. Shaw Ventures and NAVER Ventures. The Columbus company says annual recurring revenue grew 17-fold in 18 months and that it has raised more than $610M in total. Named customers include HII, Lockheed Martin and Saronic. The money goes to model training, new tasks beyond welding and new form factors such as Rove, its welder on a quadruped.

Research Positive Google DeepMind Nov 10, 2026 · yesterday

Google DeepMind releases Gemini Robotics 2.5 and reports 96% success on Apptronik humanoids kitting parts at Mercedes-Benz plants

DeepMind says the model beats its previous baseline by 30% to 100% in success rate across 200 tasks and finishes them 20% to 30% faster. In a proof of concept at Mercedes-Benz plants in Kecskemét, Hungary and Sindelfingen, Germany, Apollo 2 robots sorted metal brackets from bulk bins into sequencing trays with a 96% success rate. Access is limited to partners.

Policy Neutral Federal Register Nov 10, 2026 · yesterday

USTR extends all 178 Section 301 tariff exclusions on Chinese goods to January 9 and suspends the shipbuilding action

The exclusions now run through 11:59 pm ET on January 9, 2027 (91 FR 72610). A second notice suspends the Section 301 action on China's maritime, logistics and shipbuilding sector to January 10, 2027 (91 FR 72608). Both are the U.S. side of the two-month trade-truce extension, which also covers China's rare-earth export-control pause.

Supply Chain Positive Hesai Group (SEC 6-K) Nov 10, 2026 · yesterday

Hesai ships 23,405 robot actuation modules in the third quarter, up 97% from the second, and signs on with JD.com's robot fleet

The Chinese lidar maker reported RMB 1,068.3M in quarterly revenue and 729,673 lidar units shipped. Its actuation modules, used in robot hands and now full-body joints, are in mass production. Hesai says it has partnered with JD.com, which plans to deploy more than 4 million robots, on lidar and perception.

Deployment Neutral Amazon Nov 10, 2026 · yesterday

Amazon's Ring launches a $249 indoor security drone and a $999 patrol robot for businesses

Ring Rover Cam, a robot that patrols a business on its own and streams up to 4K video, ships in the U.S. on December 16, 2026 for $999. Ring Drone Cam, which flies custom routes inside a home, ships on January 27, 2027 for $249. Both run Ring's AI Pilot software, which maps the space and plans routes using on-device sensors and cloud processing.

Policy Negative Medium confidence TechCrunch Nov 9, 2026 · 2 days ago

NHTSA opens a recall query into whether Waymo's school-bus software fix worked

The Office of Defects Investigation filed the recall query on November 6 to assess whether the remedy was adequate, after most reported school-bus passing incidents came after Waymo finished its software update on November 17, 2025. The Austin school district reported at least five. Waymo says it has received no citations since March 2026 and will respond once it receives the query.

Deployment Positive Low confidence Unite.AI Nov 9, 2026 · 2 days ago

UBTech signs a three-year deal with China Telecom's device arm to sell household and humanoid robots through its stores

The agreement with Tianyi Telecom Terminals covers a joint lab, coordinated buying, rentals, bundled AI services and robot trials in China Telecom stores. The stated three-year goals are more than 1 million household companion robots and more than 100,000 humanoid or wheeled humanoid units across the industry. These are targets, not orders.

Research Neutral The Robot Report Nov 9, 2026 · 2 days ago

NVIDIA releases GR00T 2, a world action model, and Isaac Lab 3.0 at CoRL; model weights follow in December

GR00T 2 is a 2B-parameter model that predicts video frames and actions together. NVIDIA reports 71% average success across 50 tasks from one demonstration each and 95% from five. A Turbo variant runs on a Unitree G1. The training data, SimFoundry and hardware designs are out now. Weights are due in December. Foxconn is testing it for server assembly and Siemens across industrial uses.

Research Neutral Robbyant (GitHub) Nov 9, 2026 · 2 days ago

Ant Group's Robbyant open-sources LingBot-Touch, a tactile model that works across sensor types

Ant Group's embodied-AI unit published code and two small checkpoints under Apache 2.0. The model learns one representation from magnetic, piezoresistive and camera-based touch sensors, and the team says it transfers to new sensors and robot hands without retraining. Only the inference encoder is released. Robbyant's LingBot-VLA already ships inside Hugging Face's LeRobot.

Funding Neutral Low confidence Pedaily Nov 9, 2026 · 2 days ago

Suzhou's Zhifeng Chuangyuan raises a RMB 80M angel round for touch-sensing assembly robots

The company was founded in November 2025 and an unnamed Asian private-equity fund led the round. Its Z100 is a wheeled two-arm robot with touch sensors in the gripper, aimed at plugging connectors on optoelectronics, electronics and chip lines. The company says one unit is already working on a production line. One outlet reports it.

Funding Positive NVIDIA Nov 9, 2026 · 2 days ago

NVIDIA plans to invest in Korean robot-model startup RLWRLD at AI Day Seoul

NVIDIA announced an investment in Point2 and planned investments in Motif Technologies, RLWRLD and Upstage, with no amounts given. RLWRLD builds foundation models for humanoid and industrial robots (part insertion, nut threading, kitting from moving conveyors). A second NVIDIA post says LG ran GR00T-trained manufacturing tasks on its CLOiD robot in a real factory.

Funding Positive Medium confidence 36Kr Nov 9, 2026 · 2 days ago

Household-robot maker Youliqi closes a 500 million yuan Pre-Series A

Existing backers Xienuo and Yonghua followed on, and new investors include Greenland Group and Keli Sensing; the use of funds was not given. A March 36Kr profile put the Shanghai company, founded in 2024 by ex-DeepMind researcher Yang Fengyu, at a 1.8 billion yuan valuation with more than 100 home robots delivered a month.

Geopolitics Neutral CNBC Nov 8, 2026 · 3 days ago

NVIDIA's board opens an investigation into Jensen Huang's relationship with a woman U.S. intelligence reportedly identified as a Chinese spy

Independent directors and outside counsel will run the probe. The board says it has no reason to believe national security or company secrets were compromised. In an email to staff, Huang acknowledged an affair and said he will cooperate. The shares fell 4.3% on Nov 9, and members of Congress have asked questions.