Agility Robotics just listed on Nasdaq via a SPAC merger at a $2.5B valuation, making it the first U.S. humanoid pure play. But with just $1.8M in 2025 revenue and over half coming from a single investor, Digit must now survive the scrutiny of quarterly earnings to prove warehouse humanoids can turn a profit.
Toyota just contracted seven Digit humanoid robots from Agility Robotics to work at its Canadian RAV4 plant under a robots-as-a-service deal. Following a year-long pilot, the bipedal bots will start unloading auto parts from tuggers this April. While backflip demos grab headlines, integrating real humanoids into daily factory shifts is a far bigger milestone.
Nvidia just made its Jetson Thor robotics computing platform generally available. It delivers 7.5x the AI compute and double the memory of the previous Orin chip, letting physical AI agents run generative reasoning models directly on edge devices. Boston Dynamics and Agility Robotics are already putting it inside Atlas and Digit, with developer kits starting at $3,499.
Nvidia just announced Isaac GR00T N1.5 and a synthetic motion blueprint called GR00T-Dreams at Computex. Taking a single image as input, it generates simulation videos to train robot behaviors in just 36 hours instead of three months of manual recording. Why it matters: Tackling the data shortage makes scaling humanoids in factories and homes far more practical.
Nvidia just introduced Project GR00T, a general-purpose foundation model platform tailored for humanoid robots, alongside a dedicated Jetson Thor computer powered by the Blackwell architecture. Almost every major robotics player—from Boston Dynamics to Figure AI—is already on board, positioning the chip giant as the core brain behind embodied AI.
