Weekly briefing
A weekly briefing on robotics, embodied AI and the companies building physical intelligence.
Subscribe on SubstackOn October 29, Walmart and Symbotic signed a new master automation agreement. Walmart committed about $6 billion over several years to buy Symbotic systems and fund development work. The first 25 sites are Walmart’s U.S. regional distribut…
Read issueOn October 21, Tesla’s third-quarter update said Optimus production had begun on its high-volume lines in Fremont. It called the output “the first production-quality bots that we have manufactured.” On the earnings call, Elon Musk describe…
On October 13, Physical Intelligence opened a beta of the Pi API. Developers upload their robot data, fine-tune Pi’s latest π model on compute that Pi manages, and run the resulting policy through a hosted inference gateway. Access is thro…
Hitachi and FANUC are moving Physical AI from lab-style demonstrations into factory acceptance testing. Under a partnership announced September 30, Hitachi plants in Japan’s Ibaraki region will serve as “Customer Zero” for a system combini…
AMD has signed a definitive agreement to acquire World Labs in an all-stock transaction valued at approximately $8.2 billion. The deal is expected to close by the end of 2026, subject to regulatory approvals and other customary conditions.…
Toyota has put a large number on its next factory-modernization cycle. Reuters reported on September 18 that renewing production across Toyota, group companies and major suppliers could require about 400,000 robots. Toyota also discussed p…
China’s national data regulator is taking a more direct role in embodied AI. After a September 10 symposium with research institutes, robot companies and data organizations, the National Data Administration said the sector needs more high-…
Nissan factory AMRs, humanoid deployments, autonomous drones and robotaxis.
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