Humanoid robotics is moving into deployment infrastructure. Agility Robotics @agilityrobotics opened a 60,000-square-foot Fremont facility to train, test and improve the AI capabilities behind Digit, its humanoid robot for logistics and manufacturing environments. The site complements Agility’s RoboFab manufacturing operation in Oregon. Fremont will focus on software, new skills, customer workflows, field operations and safety validation. Agility says Digit is already active with Schaeffler, GXO, Toyota Motor Manufacturing Canada and Mercado Libre, with more than $300M in conditional multi-year orders for Digit v5. For Physical AI, the infrastructure around the robot may become as important as the robot itself. Source: Agility Robotics / Business Insider

Humanoid Robots Debut at WAIC—The Resemblance Is Uncanny! WAIC 2026 wrapped up in Shanghai, with robots once again stealing the spotlight. Nothing gets the crowd going quite like a robot dancing or shaking hands. Over 200 companies gathered this year, showcasing the latest breakthroughs in humanoid robotics and embodied AIr, and honestly, it’s pretty wild to see in person. #WAIC2026# #Robotics# #HumanoidRobot# #EmbodiedAI# #Shanghai# #TechInsight# Data Source:Jiemian News, Robots: The No.1 Hard Worker at WAIC 2026, as of 2026.07.19 Risk Disclaimer: Investment involves risk, including possible loss of principal. Any forecasts, projections, or opinions contained herein are for reference only and are not guaranteed to occur. The information in this material reflects prevailing market conditions and our judgment as of the release date, which are subject to change without further notice.

Humanoid-maker Apptronik has opened Robot Park, a factory in Austin, Texas, where its robots will practice real-world tasks across a warehouse the size of two football fields.

Humanoid robots: 1. Forecasts: Goldman says $38bn by 2035. Barclays says $40bn base, $200bn if things go right. BofA models 10 million units that year, up from 20,000 in 2025. Morgan Stanley waves at $60tn. Near term beneficiaries are factories: 72% of 2027 installs in logistics, manufacturing and automotive. My view: technology is moving faster than expected. I think we are only three years away from seeing millions of humanoid robots deployed. 2. The bottleneck is not the AI: The brain is the cheap, solved part. Memory will still be the constraint but the hard part is the body. This is a machine-tool problem, not software. A humanoid is a car in miniature, thousands of fine-tolerance parts, and the edge sits with whoever already has automotive and precision-mechanics DNA. Guess who have ALREADY the capacity to produce millions of EV cars? CHINA. 3. The map, by layer: • Brain (semis + models): $NVDA, and the memory it needs in $MU , SK Hynix, Samsung. Cheap, crowded, commoditizing. • Brawn (the actual bottleneck): screws and reducers in Hiwin, THK, Harmonic Drive, Nabtesco, Jiangsu Hengli. Motors in Nidec, Estun, Inovance. • Sensors and structure: force/torque, vision and connectors in Sensata, TE Connectivity, Sony, Keyence, $OUST. • Rare earths (the input under all of it): $MP, Lynas, JL Mag. China controls over 90% of magnetic rare earths. • Integrators (the full robot): Tesla, plus a heavily Chinese field, UBTech, Xiaomi, BYD, XPeng, and Hyundai via Boston Dynamics. Morgan Stanley data point that gets buried: 73% of confirmed humanoid participants are Asian, 56% Chinese. The US has $TSLA , $NVDA , and not much else on the hardware side. As always I prefer to play the picks-and-shovels under it, the screws, the rare earths, the grinding-machine bottleneck, get paid whether or not Optimus or Figure is the one that scales.

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Humanoid retail stores in China are becoming full-service hubs, offering maintenance, custom upgrades, training, and robot rentals. Supported by local manufacturing clusters that can supply parts on demand, these stores are part of a government-backed effort to strengthen humanoid robot supply chains, boost public awareness, and accelerate adoption across industries.