Robotics

• Chinese robotics startup Linkerbot has completed a Series B+ funding round, achieving a $3 billion valuation, according to a Reuters report covering the company's expansion in industrial robotics. • The funding round reflects strong investor appetite for advanced robotics solutions in Asia, where manufacturing automation and industrial AI applications are driving significant venture capital deployment. • Linkerbot's valuation milestone positions the startup among China's leading robotics firms, competing in the growing market for intelligent automation systems across manufacturing, logistics, and service sectors.

• China is actively exploring humanoid robotics development, leveraging the world's largest installed base of industrial robots and rapidly localizing hardware supply chains previously dependent on Nvidia's AI chips and software ecosystem. • Xi Jinping's policy framework has created national funds and support programs to promote robotics R&D and assist startups, with ambitions to diffuse AI technologies throughout Chinese society across economic, social, and governance sectors. • China's established EV manufacturing supply chains—containing batteries, sensors, and mechanical components—give the country an competitive edge in developing embodied AI, with major EV makers adding robotics to their product portfolios.

• Meta acquired ARI, a US-based robotics AI startup, to bolster its efforts in humanoid robots and physical artificial general intelligence. • The deal focuses on developing software for real-world machine control and agentic systems. • This acquisition positions Meta as a leader in embodied AI, competing with rivals in robotics hardware and software.

• SoftBank is preparing Roze AI, combining robotics, data centers, and AI infrastructure for a US IPO targeting $100B valuation. • Masayoshi Son backs the venture, with potential public listing as early as late 2026 or 2027. • Executives plan an analyst day in July, though no products or revenue plans announced yet.

• Amazon led a $4 billion investment in Agility Robotics on April 19, 2026, to deploy 10,000 Digit humanoid robots in US warehouses by 2027. • Digit robots handle picking and packing tasks, reducing labor costs by 30% per Amazon executives. • Deal bolsters Amazon's automation push amid labor shortages and union pressures in fulfillment centers.

• The House Subcommittee on Cybersecurity and Infrastructure Protection held a hearing last week assessing national security threats from PRC-linked AI, robotics, and autonomous sensing technologies entering US markets. • Witnesses highlighted companies like DeepSeek and Unitree Robotics, urging investments in US alternatives to protect critical infrastructure and supply chains. • Subcommittee Chair emphasized: 'Invest in trusted American alternatives, strengthen cybersecurity practices, and prevent federal funds from supporting platforms that put American data at risk.'