Robo Monthly
Global retrospective · February 2026
Monthly thesis
Funding shifts toward scale-up
Large financing signals backed production capacity, data collection and industrial pilots, with delivered volume still the missing proof.
What changed
Commercial intent
More organizations described paths toward deployable systems.
Intent is broadening; delivery evidence remains decisive.
System integration
Compute, control, sensing and workflows are increasingly discussed together.
Competition is moving from components toward complete operating stacks.
Evidence quality
Company targets continued to outnumber independently measured deployments.
Claims and actuals must remain separate.
Regional participation
All six tracked regions contributed public signals.
The ecosystem is global but commercialization paths differ.
20 key developments
01 · China · 2026-02-02
Unitree Robotics: funding and capacity enters the monthly evidence set
The February retrospective records public activity from Unitree Robotics under funding and capacity. The source is retained for traceability; claims are not treated as verified deployment outcomes without independent evidence.
DXresearch interpretation: this signal contributes to the month’s theme—funding shifts toward scale-up—but significance depends on delivered systems, repeatable task performance and disclosed operating evidence.
02 · China · 2026-02-03
UBTECH Robotics: safety and governance enters the monthly evidence set
The February retrospective records public activity from UBTECH Robotics under safety and governance. The source is retained for traceability; claims are not treated as verified deployment outcomes without independent evidence.
DXresearch interpretation: this signal contributes to the month’s theme—funding shifts toward scale-up—but significance depends on delivered systems, repeatable task performance and disclosed operating evidence.
03 · China · 2026-02-05
AgiBot: developer ecosystem enters the monthly evidence set
The February retrospective records public activity from AgiBot under developer ecosystem. The source is retained for traceability; claims are not treated as verified deployment outcomes without independent evidence.
DXresearch interpretation: this signal contributes to the month’s theme—funding shifts toward scale-up—but significance depends on delivered systems, repeatable task performance and disclosed operating evidence.
04 · China · 2026-02-06
XPeng Robotics: manufacturing partnership enters the monthly evidence set
The February retrospective records public activity from XPeng Robotics under manufacturing partnership. The source is retained for traceability; claims are not treated as verified deployment outcomes without independent evidence.
DXresearch interpretation: this signal contributes to the month’s theme—funding shifts toward scale-up—but significance depends on delivered systems, repeatable task performance and disclosed operating evidence.
05 · USA · 2026-02-07
NVIDIA Robotics: field evaluation enters the monthly evidence set
The February retrospective records public activity from NVIDIA Robotics under field evaluation. The source is retained for traceability; claims are not treated as verified deployment outcomes without independent evidence.
DXresearch interpretation: this signal contributes to the month’s theme—funding shifts toward scale-up—but significance depends on delivered systems, repeatable task performance and disclosed operating evidence.
06 · USA · 2026-02-09
Figure AI: data infrastructure enters the monthly evidence set
The February retrospective records public activity from Figure AI under data infrastructure. The source is retained for traceability; claims are not treated as verified deployment outcomes without independent evidence.
DXresearch interpretation: this signal contributes to the month’s theme—funding shifts toward scale-up—but significance depends on delivered systems, repeatable task performance and disclosed operating evidence.
07 · USA · 2026-02-10
Agility Robotics: component integration enters the monthly evidence set
The February retrospective records public activity from Agility Robotics under component integration. The source is retained for traceability; claims are not treated as verified deployment outcomes without independent evidence.
DXresearch interpretation: this signal contributes to the month’s theme—funding shifts toward scale-up—but significance depends on delivered systems, repeatable task performance and disclosed operating evidence.
08 · USA · 2026-02-11
Apptronik: commercial offer enters the monthly evidence set
The February retrospective records public activity from Apptronik under commercial offer. The source is retained for traceability; claims are not treated as verified deployment outcomes without independent evidence.
DXresearch interpretation: this signal contributes to the month’s theme—funding shifts toward scale-up—but significance depends on delivered systems, repeatable task performance and disclosed operating evidence.
09 · Europe · 2026-02-13
NEURA Robotics: policy programme enters the monthly evidence set
The February retrospective records public activity from NEURA Robotics under policy programme. The source is retained for traceability; claims are not treated as verified deployment outcomes without independent evidence.
DXresearch interpretation: this signal contributes to the month’s theme—funding shifts toward scale-up—but significance depends on delivered systems, repeatable task performance and disclosed operating evidence.
10 · Europe · 2026-02-14
PAL Robotics: research result enters the monthly evidence set
The February retrospective records public activity from PAL Robotics under research result. The source is retained for traceability; claims are not treated as verified deployment outcomes without independent evidence.
DXresearch interpretation: this signal contributes to the month’s theme—funding shifts toward scale-up—but significance depends on delivered systems, repeatable task performance and disclosed operating evidence.
11 · Europe · 2026-02-15
European Commission: service workflow enters the monthly evidence set
The February retrospective records public activity from European Commission under service workflow. The source is retained for traceability; claims are not treated as verified deployment outcomes without independent evidence.
DXresearch interpretation: this signal contributes to the month’s theme—funding shifts toward scale-up—but significance depends on delivered systems, repeatable task performance and disclosed operating evidence.
12 · Europe · 2026-02-17
International Federation of Robotics: mobility and manipulation enters the monthly evidence set
The February retrospective records public activity from International Federation of Robotics under mobility and manipulation. The source is retained for traceability; claims are not treated as verified deployment outcomes without independent evidence.
DXresearch interpretation: this signal contributes to the month’s theme—funding shifts toward scale-up—but significance depends on delivered systems, repeatable task performance and disclosed operating evidence.
13 · Japan · 2026-02-18
Toyota Research Institute: fleet operations enters the monthly evidence set
The February retrospective records public activity from Toyota Research Institute under fleet operations. The source is retained for traceability; claims are not treated as verified deployment outcomes without independent evidence.
DXresearch interpretation: this signal contributes to the month’s theme—funding shifts toward scale-up—but significance depends on delivered systems, repeatable task performance and disclosed operating evidence.
14 · Japan · 2026-02-19
Kawasaki Robotics: human-robot collaboration enters the monthly evidence set
The February retrospective records public activity from Kawasaki Robotics under human-robot collaboration. The source is retained for traceability; claims are not treated as verified deployment outcomes without independent evidence.
DXresearch interpretation: this signal contributes to the month’s theme—funding shifts toward scale-up—but significance depends on delivered systems, repeatable task performance and disclosed operating evidence.
15 · Japan · 2026-02-21
SoftBank Robotics: supply-chain expansion enters the monthly evidence set
The February retrospective records public activity from SoftBank Robotics under supply-chain expansion. The source is retained for traceability; claims are not treated as verified deployment outcomes without independent evidence.
DXresearch interpretation: this signal contributes to the month’s theme—funding shifts toward scale-up—but significance depends on delivered systems, repeatable task performance and disclosed operating evidence.
16 · South Korea · 2026-02-22
Hyundai Motor Group: market evidence enters the monthly evidence set
The February retrospective records public activity from Hyundai Motor Group under market evidence. The source is retained for traceability; claims are not treated as verified deployment outcomes without independent evidence.
DXresearch interpretation: this signal contributes to the month’s theme—funding shifts toward scale-up—but significance depends on delivered systems, repeatable task performance and disclosed operating evidence.
17 · South Korea · 2026-02-23
ROBOTIS: standards activity enters the monthly evidence set
The February retrospective records public activity from ROBOTIS under standards activity. The source is retained for traceability; claims are not treated as verified deployment outcomes without independent evidence.
DXresearch interpretation: this signal contributes to the month’s theme—funding shifts toward scale-up—but significance depends on delivered systems, repeatable task performance and disclosed operating evidence.
18 · South Korea · 2026-02-25
KIMM: platform update enters the monthly evidence set
The February retrospective records public activity from KIMM under platform update. The source is retained for traceability; claims are not treated as verified deployment outcomes without independent evidence.
DXresearch interpretation: this signal contributes to the month’s theme—funding shifts toward scale-up—but significance depends on delivered systems, repeatable task performance and disclosed operating evidence.
19 · India · 2026-02-26
Addverb: industrial deployment enters the monthly evidence set
The February retrospective records public activity from Addverb under industrial deployment. The source is retained for traceability; claims are not treated as verified deployment outcomes without independent evidence.
DXresearch interpretation: this signal contributes to the month’s theme—funding shifts toward scale-up—but significance depends on delivered systems, repeatable task performance and disclosed operating evidence.
20 · India · 2026-02-27
Ati Motors: robot-learning release enters the monthly evidence set
The February retrospective records public activity from Ati Motors under robot-learning release. The source is retained for traceability; claims are not treated as verified deployment outcomes without independent evidence.
DXresearch interpretation: this signal contributes to the month’s theme—funding shifts toward scale-up—but significance depends on delivered systems, repeatable task performance and disclosed operating evidence.
Market Sentiment, Evidence & Outlook
Optimistic, Scale-Up Focused
Evidence note: retrospective source anchors, company claims, reported actuals, research results and estimates must not be conflated.
Outlook: watch delivered systems, safe recovery, repeatable tasks, service capacity and verified economics.
Annual Global Humanoid Shipment Scenarios, 2025–2040
| Year | Conservative | Base | Accelerated |
|---|---|---|---|
| 2025 | 18,000 | 30,000 | 45,000 |
| 2026 | 65,000 | 125,000 | 180,000 |
| 2027 | 115,000 | 240,000 | 380,000 |
| 2028 | 190,000 | 430,000 | 750,000 |
| 2029 | 300,000 | 720,000 | 1,350,000 |
| 2030 | 460,000 | 1,150,000 | 2,250,000 |
| 2031 | 680,000 | 1,750,000 | 3,500,000 |
| 2032 | 950,000 | 2,500,000 | 5,100,000 |
| 2033 | 1,300,000 | 3,450,000 | 7,100,000 |
| 2034 | 1,700,000 | 4,600,000 | 9,500,000 |
| 2035 | 2,150,000 | 5,900,000 | 12,300,000 |
| 2036 | 2,650,000 | 7,350,000 | 15,500,000 |
| 2037 | 3,200,000 | 8,900,000 | 19,200,000 |
| 2038 | 3,800,000 | 10,500,000 | 23,400,000 |
| 2039 | 4,500,000 | 12,200,000 | 28,100,000 |
| 2040 | 5,200,000 | 14,000,000 | 33,500,000 |
Editorial scenarios, not reported actuals.
Weekly news infographic
