Humanoid Robots

Figure AI

S

Private

Figure AI is a San Jose robotics company building general-purpose humanoid robots and the Helix AI stack that powers them. Its current public platform, Figure 03, is in early commercial deployment — BMW completed an 11-month factory program and Catalyst Brands (JCPenney's parent) signed in May 2026 to deploy Figure 03 fleets at its Reno logistics center. The Helix 02 vision-language-action stack has demonstrated full 8-hour autonomous package-sorting shifts, while BotQ has scaled to one Figure 03 per hour with 350+ robots produced.

Tesla

S

Public (NASDAQ: TSLA)

Tesla is a vertically integrated automotive, energy storage, and AI company headquartered in Austin, Texas. It manufactures five consumer vehicles, sells Full Self-Driving (Supervised) software, operates energy storage and solar businesses, runs a Robotaxi service in Austin/Dallas/Houston, and is ramping new products including Cybercab (production started Feb 2026 at Giga Texas), Tesla Semi (first truck off the new high-volume Nevada line April 2026), and Optimus (V3 reveal due summer 2026 with Fremont's old Model S/X line being converted for first-gen production). In Q1 2026, Tesla generated $22.4B in revenue, delivered 358,023 vehicles, had 1.28M active FSD subscriptions, and operated 8,463 Supercharger stations.

Boston Dynamics

A

Private (Hyundai subsidiary)

Boston Dynamics is a pioneering robotics company founded in 1992 as an MIT spin-off that now commercializes mobile robots for industrial inspection, warehouse automation, and humanoid manipulation. Its commercial portfolio spans Spot, Stretch, and Orbit, while the all-electric Atlas formally entered production at CES 2026 and is now demonstrating heavy-object manipulation and whole-body control via reinforcement learning. Backed by Hyundai Motor Group — which has committed a $26B U.S. investment plan including a robotics factory targeting 30,000 Atlas units/year by 2028 — Boston Dynamics has deployed more than 2,000 Spot and Stretch robots globally and has fully committed its 2026 Atlas production run to Hyundai's Robotics Metaplant Application Center and Google DeepMind, with additional customers planned for early 2027. Amanda McMaster has served as interim CEO since founder/CEO Robert Playter retired at end-February 2026.

Unitree Robotics

A

Private (STAR Market IPO review approved Jun 1, 2026)

Unitree Robotics is a Hangzhou-based civilian robotics company building quadrupeds, humanoids, dexterous hands, robot arms, and core robot components. After leading the market for publicly sold quadruped robots, Unitree expanded aggressively into humanoids with H1, G1, R1, and H2, while keeping price points far below most Western peers. Unitree's March 2026 Shanghai IPO filing says the company sold 5,500 humanoid robots in 2025, generated 1.71 billion yuan ($250 million) in revenue, delivered 600 million yuan ($90 million) in adjusted net profit, and shipped more than 30,000 quadruped robots between 2022 and September 2025.