HUMANOID BOM: The Cost Layer of the Robot Economy What is HUMANOID BOM? BOM = Bill of Materials. In humanoid robotics, the BOM represents the complete physical cost structure required to build one humanoid robot. Think: Compute Cameras, LiDAR, IMUs and force sensors Motors, actuators and gearboxes Batteries and battery-management systems Frames, joints, hands and feet PCBs, wiring and motor controllers Connectivity and communications hardware Manufacturing and assembly inputs Why does this matter? Because the humanoid BOM may determine whether humanoids become a mass-market technology or remain expensive prototypes. Imagine: $20K BOM → $30K robot versus: $12K BOM → $30K robot That difference can completely change the economics of manufacturing, leasing and deploying humanoids at scale. And this is where things get particularly interesting. Humanoids share major technology and supply-chain intersections with EVs: Battery cells Power electronics Electric motors Controllers Advanced manufacturing Global component supply chains As humanoid production scales, the industry will need increasingly sophisticated ways to track, benchmark and optimize the cost of every component. That creates a potential infrastructure category: HUMANOID BOM Imagine a future platform tracking: → Actuator costs → Battery costs → Compute costs → Sensor costs → Joint and gearbox costs → Manufacturing costs → Supplier ecosystems → BOM comparisons between humanoid platforms → Cost reductions as production scales → Estimated cost per humanoid generation The EV industry developed enormous ecosystems around vehicle specifications, component costs and manufacturing economics. Humanoids may develop something similar. That makes an interesting digital asset for the emerging humanoid economy. Not simply a domain. A potential address for the cost-intelligence layer of humanoid robotics. As the industry moves from prototypes to production to millions of units, one question becomes increasingly important: What does it actually cost to build a humanoid? HUMANOID BOM could become the place where that question gets answered. #HumanoidRobots# #HumanoidBOM# #Robotics# #PhysicalAI# #EmbodiedAI# #HumanoidAI# #RoboticsIndustry# #Manufacturing# #EV# #ArtificialIntelligence# #RobotEconomy# #FutureOfRobotics#

Robotics at the largest industrial manufacturer in the US today!! Today, I convened leaders at Standard Bots, the largest manufacturer of industrial robots in the United States, to discuss how we can bring Long Island’s world-class talent, leading universities, skilled workforce, and entrepreneurial spirit together and make LI a destination for the robotics industry of the future. Let’s build it here!

Launch your robotics token against the industry you're building A robotics project depends on a long chain of companies: chips, memory, cloud compute, software and manufacturing. On you can launch your token against one of them, instead of being limited to SOL or a stablecoin. The creator's share of trading fees builds up in that quote asset. Launch against $NVDAx and the fees from people trading your token become NVIDIA exposure. A team building memory-heavy systems could pick $MU, and a humanoid project could pick $TSLAx. Equity pairs on are available through and powered by @Sunrise. Equities: - $BOT (RoboStrategy): Humanoids Index - $MU (Micron): memory and storage for AI and autonomous systems - $NBIS (Nebius): AI cloud infrastructure - $NVDAx (NVIDIA): GPUs, simulation and physical AI - $SPCX (SpaceX): engineering, manufacturing and autonomous systems - $SPYx (S&P 500): broad exposure to the US economy - $TSLAx (Tesla): automation and humanoid robotics through Optimus Ecosystem tokens: - $PEAQ (peaq): Machine Money Markets & robots as financial actors - $CODEC (Codec Flow): Robotics Execution Layer SOL, USDC and USDT are also supported. Not every founder wants equity exposure, so the choice belongs to the project. Doubling down on your industry 1. Your project benefits from the trading activity around its own token. 2. The assets you collect through trading fees may appreciate as the robotics industry grows. Those assets can also lose value, so this is aligned exposure, not guaranteed returns. Build the machine, launch the token, and collect exposure to the industry you're helping grow.

Yicai: "China's robotics industry is rapidly developing but companies need to sharpen their market positioning, leverage their competitive strengths and avoid blind expansion in order to achieve stable and sustainable growth, the NDRC said today."

AGIBOT has been shortlisted for the 2026 Humanoid Robotics Industry Awards in two categories: 🏆 Best Use of AI 🏆 Outstanding Company A recognition of AGIBOT’s work in advancing humanoid robotics. The public vote is now open⬇️

NEW UNITREE COMPETITOR JUST DROPPED! Booster Robotics @boosterobotics is a Beijing humanoid-robot startup founded in June 2023 by CEO Cheng Hao, with a core team from Tsinghua's Robot Control Lab and its Hephaestus RoboCup soccer team. It sells small, walk-and-run-optimized bipedal humanoids as a research, education and competition platform rather than for industrial labor. Its product line consists of: - the K1 (about 95 cm, 19.5 kg, 22 DoF, NVIDIA Jetson Orin NX, ROS2 and Isaac Sim support), starts at $4,999. - The flagship T1 (about 118 cm, 30 kg, 23 DoF, Jetson AGX Orin, up to 18 km/h), runs roughly $22,000 to $34,000. - The Professional T2 (July 2026), that uses NVIDIA's Thor compute. It ships a developer IDE, Booster Studio, and its robots won both humanoid leagues at RoboCup 2025. Booster Robotics targets research, education and competition, has shipped more than 700 units to over 200 customers (more than half internationally), and reached positive monthly operating cash flow in December 2025, while the marquee humanoid companies (Figure, Tesla Optimus, even Unitree pre-IPO) burn cash chasing a factory-labor future. Booster already monetizes the developer ecosystem (cheap robots plus the Booster Studio IDE plus ROS2 and Isaac Sim) instead of promising labor replacement later. -> It is the anti-Figure play. Both 2025 RoboCup humanoid league champions ran on Booster hardware! Tsinghua's Hephaestus won AdultSize on the T1 and Germany's Boosted HTWK won KidSize on the K1 Winning robot soccer is an unfakeable test of dynamic bipedal control (unstructured, adversarial, contact-rich, you cannot cherry-pick a match), and sweeping both size classes, including a German team choosing a Chinese robot, means the serious humanoid-research community standardizes on Booster. Pricing is not random. The K1 at $4,999 puts a walking humanoid in a classroom and undercuts even Unitree's G1 (about $16,000); the T1 at roughly $22,000 to $34,000 is the RoboCup-grade research machine; the T2 (July 2026, NVIDIA Thor, a claimed ~2,070 TFLOPS) is the pro edition. Sub-$5,000 for a real biped is a bet on the next generation: whoever learns robotics on your platform builds for it. Dexterity is deliberately not their game. The T1 is optimized for walking and running (18 km/h, omnidirectional) and won a soccer league, and Booster describes its IP as a motion-algorithm platform that decouples control across configurations. The compute is NVIDIA (Jetson Orin, Thor), the stack is ROS2 and Isaac Sim, and Booster Studio (June 2026) adds agent development, "vibe coding," simulation and one-click deployment to the physical robot. More than half of units ship internationally, so this is China exporting a developer platform, not just hardware, and riding the global open-robotics toolchain rather than a closed domestic one, the inverse of the usual worry about vertically closed Chinese stacks. Backers include the Beijing Robotics Industry Development Investment Fund, the Beijing Artificial Intelligence Industry Investment Fund and Shenzhen Capital Group, that is, municipal state money seeding a humanoid-developer champion.

South Korea is committing KRW 2.3T ($1.66B) to build a sovereign, full-stack humanoid robotics industry by 2030. The state-led strategy to challenge the US & China: ✦︎ Boost core component localization from 45% to 80% ✦︎ Pivot legacy auto parts suppliers to precision robotics ✦︎ Direct state purchase of 1,080 humanoids & 5,000 autonomous units ✦︎ Build unified "cleanroom" data libraries for training ✦︎ Deliver a sovereign Robot OS by 2031 Full breakdown on how Seoul plans to scale physical AI:

RoboStrategy published our first Shareholder Letter, and in it we discuss our outlook on Robotics industry. While we've already reached the GPT-3 era, there won't be a ChatGPT moment. The adoption curve will be somewhere between AI chatbots and autonomous vehicles. There will be no single day where it clicks for the global consciousness, but nonetheless a rapid permeation of new autonomous machines of all shapes and sizes. Physical AI is already getting really good for a variety of use cases, but we can't instantly supply millions of robots to customers like we can with AI instances. By next year, intelligence will no longer be the bottleneck, it will be the actual robots.

Wuhu in east China: The rise of a 'robot city' In 2013, Wuhu in east China's Anhui province @AnhuiChina was designated as China's first national-level pilot zone for the clustered development of the robotics industry. Over the past decade and more, the city has steadily nurtured its robotics industry. What began as isolated technological breakthroughs has evolved into a thriving industrial cluster. The industry has progressed from accumulating technical expertise to achieving commercial mass production, and from a scattered spatial layout to a fully integrated ecosystem. Read full: