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EVIDENCE REGISTER
A chronological register of published signals. Source class, verification state, evidence quality and relevance remain visible before interpretation.
The Information reports that SoftBank is negotiating to acquire a majority stake in humanoid-robotics developer 1X Technologies at an indicative valuation of about $6 billion. Reuters could not independently confirm the report; negotiations are ongoing and terms could change.
Pollen Robotics, Hugging Face's robotics team, opened pre-orders for Microduck: a 25 cm biped robot whose software, simulation and reinforcement-learning training stack are public. It ships with seven retrainable policies and targets delivery before Christmas 2026.
Perceptron introduced Isaac 0.5, a 36B sparse model jointly trained for multimodal video understanding, spatial grounding, task progress and robot control across more than 35 robot systems. First-party technical artifacts and code are public; independent capability reproduction is not yet available.
Skild AI says S1 can execute previously unseen manipulation tasks lasting up to about 10 minutes from a single human video demonstration, without task-specific fine-tuning or post-training. In a controlled scaling comparison at 100K hours of pre-training, the company reports 66% performance for in-context demonstration prompting versus 9% for language prompting; the result remains first-party and lacks independent reproduction.
Figure unveiled Index, a global physical-data collection system for Helix that has already accumulated more than 16 million videos from 264,000 app downloads across 108 countries, processing roughly 30 minutes of new video per second. Figure says it will spend more than $1B on data and compute over the next 12 months. The signal is data-scaling infrastructure for general-purpose humanoid learning; no new independently validated capability result was released with the announcement.
Generalist reportedly raised about $200M in fresh funding led by 8VC, only two months after a $400M round, adding capital behind its robot-foundation-model program shortly after GEN-1.5 demonstrated one-shot physical task learning.
Galaxea AI reported a closed-loop robotic dark-store system handling live orders across tens of thousands of SKUs without case-specific reprogramming, completing 900 full-cycle orders, 1,775 picks and 1,560 packing cycles during WRC 2026; it also reported a robot-on-robot assembly demo and unveiled the Nexo wheeled dual-arm platform.
XPENG Robotics raised more than $900M in its first external funding round, led by IDG Capital with strategic participation including Tencent and Alibaba. Proceeds target embodied-AI models, data, hardware/software R&D, mass-production capacity and global expansion; XPENG targets 1,000 IRON humanoids/month by end-2026.
Galbot reports that its humanoid robots sustained more than 100 consecutive autonomous tennis rallies against human athletes at the World Humanoid Robot Games, with real-time perception, positioning, shot selection and recovery. The performance was live-broadcast, but the autonomy claim and rally count have not yet been independently audited.
At the 2026 World Humanoid Robot Games, X-Humanoid robots ran 100 m in 9.39 s and reached 2.88 m in a standing high jump, both above the corresponding human world-record marks. Honor separately reported a 9.32 s 100 m trial for its Lightning humanoid, with a 14.5 m/s peak speed. The result is a notable locomotion/mechatronics frontier signal, but it does not demonstrate broader autonomy, dexterity or general-purpose embodied intelligence.
Unitree began trading on Shanghai's STAR Market on 19 August 2026 after raising about $900 million. Shares closed 460% above the IPO price, valuing the company at roughly $50 billion. This is a capital and industrial-scaling signal, not evidence of a new autonomy or embodied-intelligence capability.
Generalist AI reports that GEN-1.5 can execute previously unseen short-horizon manipulation tasks after a single 3–12 second physical demonstration with no gradient update, averaging 59% success across 10 internal tasks; few-step adaptation reaches 83% after about five minutes of task data. The company also reports compositional prompting, sim-to-real prompting and some human-to-robot transfer. Results are first-party and success remains modest on short atomic tasks.
Unitree unveiled a new high-speed humanoid nicknamed “Superman”. Reuters reports a 2-meter standing jump, 12.66 m/s top speed and roughly 18,000 bipedal humanoid deliveries across models as of July. This is a notable locomotion and scale signal, but it does not yet demonstrate materially stronger general-purpose autonomy or manipulation.
Unitree’s Shanghai STAR Market IPO raised about 6.1 billion yuan while the retail tranche was reported more than 8,000 times oversubscribed. Independent reporting also describes Unitree as profitable and among the largest humanoid suppliers by sales. This is evidence that general-purpose robotics can attract substantial capital and manufacturing scale, but it is not evidence of improved autonomy, reliability, intervention rate or generalized task performance.
An analyst estimate cited in the Pulse put AgiBot at roughly 8,400 humanoids shipped in H1 2026, around 44% of global shipments. This is meaningful evidence of manufacturing scale, but shipments are not evidence of general-purpose autonomy: public uptime, intervention rates, teleoperation share, generalized-task performance and continuous production telemetry were missing.
A Brett Adcock video showed Figure F.03 repeatedly climbing a steep staircase autonomously for about two hours, leading to an upward correction of robotics sub-indicators while ASI remained unchanged.
The 2 August Pulse rated Gemini Robotics 2 at 8/10 but did not change the ASI forecast.