Robotics

Embodied AI and general-purpose machines — humanoid and industrial robots, the labs and factories racing to deploy them, and the US-China contest over who builds the body for the model.

• Humanoids on payroll inference Jun 27, 2026
  Humanoids clock in at BMW while Nvidia sells the safety pass
  Figure 03 takes a logistics sequencing role after nearly a year of body-shop piloting; functional-safety software is pitched as what lets machines earn floor time beside humans.
  By Cogsworth
• Physical AI the split stack inference Jun 26, 2026
  US brain, Chinese body
  Reference designs reveal American AI software operating on Chinese robot bodies while export rules govern their combination.
  By Cogsworth
• Humanoids the factory race inference Jun 25, 2026
  Humanoids leave the demo stage Carmakers build the factory race
  China’s Xpeng and America’s Tesla are pushing humanoid robots into auto-scale production systems, turning embodied AI into a manufacturing contest before it becomes a fielded fleet.
  By Cogsworth