Humanoid Robots — US Companies

Overview

US companies hold the top private valuations in humanoid robotics but lag Chinese manufacturers significantly on unit volume. As of mid-2026, Agility Robotics is the only US company with sustained commercial deployment in paying customer facilities. Tesla Optimus and Figure AI have larger public profiles but remain in internal testing or early trials.

Entries

  • Figure AI — $39B valuation; Figure 03; targeting general industrial
  • Tesla Optimus — internal R&D / learning mode inside Tesla factories
  • Agility Robotics — only humanoid with proven commercial warehouse deployment
  • Apptronik — $935M raised; Apollo robot; Austin TX
  • 1X Technologies — Norwegian-founded, US-operated; NEO consumer robot
  • Sanctuary AI — Canadian; Phoenix gen-8; retail task completion

Entries

  • 1X Technologies — Norwegian-founded, US-operated humanoid startup; $136.5M raised; OpenAI and EQT Ventures backed; NEO consumer robot ships 2026 with ~60–70% autonomy and 'Expert Mode' teleoperation for remainder; Bernt Børnich founder.
  • Agility Robotics — Albany, OR humanoid robotics company; Digit bipedal robot; commercial deployment leader among US humanoids; ~$180M raised; DCVC/Playground/Amazon investors; customers include Amazon, GXO, Toyota.
  • Apptronik — Austin, TX humanoid robotics company; Apollo robot; $935M total raised; B Capital / Capital Factory / Google Series A; ~$5B valuation; 4-hour hot-swappable battery; 5 co-founders from UT Austin / NASA Valkyrie; Mercedes-Benz, John Deere, Qatar Investment Authority investors; customers include Mercedes-Benz, GXO Logistics, Jabil.
  • Figure AI — Sunnyvale, CA humanoid robot startup; highest private valuation in the sector at $39B; ~$1.9B raised; Figure 03 general-purpose industrial robot; BotQ manufacturing facility; 619 employees.
  • Sanctuary AI — Vancouver-based Physical AI company; pivot to hardware-agnostic AI on existing industrial robots (June 2026); $140M+ raised; Magna International investor; 99.5%+ task success rate at Tier 1 automotive supplier; Geordie Rose and Suzanne Gildert departed Nov 2024; James Wells CEO, Olivia Norton CTO.
  • Tesla Optimus — Tesla's internally-developed humanoid program; 1,000+ units in learning/data-collection mode inside Tesla factories; $20B 2026 capex across all programs; zero external customers; full vertical integration strategy; Milan Kovac VP Engineering.