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Browse all past weekly intelligence briefings on humanoid robotics. New issues publish every Monday.

3 issues published
•Published every Monday•Free forever
W3Latest

Mar 10 – 16, 2026

Latest

NVIDIA GTC Physical AI Blitz, Robot Brains Get Memory, Tesla Converts Fremont

  • Jensen Huang unveils Rubin GPU, next-gen GR00T, and Newton physics engine at the most robotics-heavy GTC ever
  • Physical Intelligence's MEM architecture enables 15-minute task horizons — a breakthrough in robot memory
  • Tesla begins converting Fremont Model S/X lines to Optimus Gen 3 production (50-actuator hands, $20K COGS target)
NVIDIAPhysical IntelligenceTeslaSoftBankUnitree
W2

Mar 3 – 9, 2026

Google Absorbs Intrinsic, Chinese Humanoids at MWC, $900M Mobileye-Mentee Deal

  • Google folds Intrinsic into DeepMind — signals shift from separate robotics unit to integrated AI approach
  • Six Chinese humanoid makers debut at Mobile World Congress Barcelona, triggering European supply-chain anxiety
  • Mobileye acquires Mentee Robotics for $900M, gaining humanoid IP and former Intel Mobileye founder's team
GoogleIntrinsicMobileyeMentee RoboticsMWCUnitree
W1

Feb 24 – Mar 2, 2026

BD CEO Steps Down, Apptronik Closes $935M, China Controls 90% of Shipments

  • Boston Dynamics CEO Rob Playter steps down after nearly a decade — signals Hyundai's commercial pivot
  • Apptronik closes a massive $935M round, the largest pure-play humanoid raise to date
  • Chinese manufacturers control approximately 90% of global humanoid robot shipments
Boston DynamicsApptronikFigure AIUnitree1X Technologies

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