Agility CEO Peggy Johnson joined @EdLudlow on @BloombergTV today to talk #Digit5#, more complex industrial work, and how AI is accelerating the development of new skills.
Watch:
Agility Robotics unveiled a new humanoid that is designed to safely work in close proximity to people, a milestone for an industry that typically separates robots from human workers.
CEO Peggy Johnson says the technology can also help address labor shortages by stepping into roles companies are struggling to fill
Agility is moving away from its ostrich-like, backward-bending knee design (essentially a high ankle joint) toward more human-like legs with its new-generation humanoid.
Digit 5 has just been unveiled.
- New cycloidal hip/knee actuators, 50 lb payload, 20-hour shifts, 10:1 run-to-charge (90-min battery, 9-min charge).
- It stands 5'11" (1.81 m), weighs 284 lb (129 kg), and reaches up to 7.2 ft (up from Digit 4's 5.5 ft).
- Agility claims $300M+ in multi-year customer orders for Digit 5. Early access deliveries start in H1 2027, and they'll also be expanding into the EU and UK.
This lands as Agility is set to go public via a $2.5B SPAC merger with Michael Klein's Churchill Capital Corp XI (ticker AGLT), expected to close later in 2026 pending shareholder and SEC approval.
$CCXI Agility Robotics just unveiled Digit 5 which can lift 50 lbs and recharge in just 9 minutes for more than 20 hours of potential daily operation.
$NVDA powers the safety stack while Agility already has more than $300M in orders ahead of early access in H1 2027.
Incredible agility! Cheers to the new #Unitree# robot dog. Imagine these pals in a burning building saving lives or patrolling a nuclear plant. Doing the jobs too dangerous or physically challenging for humans. That’s the point.
Introducing Digit 5.
Agility’s next-generation humanoid, engineered for cooperatively safe work at scale, allowing it to work in close proximity to people without the physical safety barriers required by traditional automation.
Explore Digit 5:
Watch the full video:
Thoughts about $CCXI Agility Robotics:
> People see the tech as inferior to competitors because of the appearance of Digit, the company main robot. I think it is a mistake to confuse appearance with the real functionality of the robot. I prefer a robot that looks like an ugly fridge but whose qualities and tech are superior to the competition.
> Following the previous point, its limbs are specifically designed for handling plastic containers (totes).
> The main beneficiaries of robots are factories, and years later, homes, where the appearance of the robot will be adapted according to the day to day functionalities in the home.
> They have RoboFab in Salem, Oregon, the first factory dedicated exclusively to humanoids, designed to scale production up to 10000 units per year.
> One KPI I like is accumulated hours in customer facilities. These hours are data, and we already know the role of data in AI.
> Customers: $AMZN, $GXO, $MELI, Toyota.
> Business model: Robotics as a Service. You pay an hourly fee. I like it quite a lot because as production increases, the €/h will decrease and customers will first reduce personnel expenses and then opex, improving margins.
> Investors: $NVDA, which provides AI infrastructure, and Foxconn, which provides scalability in production. Amazon and Schaeffler have also invested to secure supply.