Comparative market analysis
Physical AI: Europe vs US vs China
Compare 259 companies by geography, product category, disclosed funding and real-world product status.
Europe
85companies
$4.5B raised
United States
109companies
$16.1B raised
China
65companies
$5.6B raised
⌕
Poles
Categories
Core Physical AI categories exclude Autonomous Mobility, because AV companies have structurally different capital models, regulatory timelines and parent-company effects.
The map
Europe
United States
China
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228 shown · click a marker for detail
Disclosed funding by polein view
Europe$4.5B
United States$16.1B
China$5.6B
Disclosed funding by categoryin view
Humanoid Robotics$7.3B
Drones / Aerial$4.5B
Embodied AI / Foundation Models$3.9B
Maritime Robotics$3.1B
Logistics / AMR$2.7B
Industrial Robotics / Cobots$2.5B
Edge AI Hardware$1.2B
Agricultural Robotics$920.8M
Companies by categoryin view
Drones / Aerial38
Industrial Robotics / Cobots34
Humanoid Robotics33
Maritime Robotics33
Logistics / AMR30
Agricultural Robotics27
Edge AI Hardware19
Embodied AI / Foundation Models14
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Open Insights →The field · 228 companies
sorted by disclosed fundingHumanoid Robotics$1.4B
Shipping
Sep 7, 2026SECO and NEURA Robotics announced a strategic partnership to industrialize Physical AI in Europe. SECO will work on electronic compute modules for NEURA's cognitive robots and both companies will develop automation solutions for semiconductor and electronics manufacturing.
Embodied AI / Foundation Models$1.4B
Sep 28, 2026NVIDIA announced a platform combining the OpenShell runtime and the Sentry reference design to apply external controls to AI agents. The release names Figure, Gecko Robotics and Skild AI among the companies working with OpenShell for physical autonomous systems.
Humanoid Robotics$1B
Deployed · pilots
Sep 28, 2026NVIDIA announced a platform combining the OpenShell runtime and the Sentry reference design to apply external controls to AI agents. The release names Figure, Gecko Robotics and Skild AI among the companies working with OpenShell for physical autonomous systems.
Humanoid Robotics$904M*
Shipping
Aug 19, 2026Unitree completed its Shanghai STAR Market IPO, raising about RMB6.1B ($904M). The listing made it the first publicly traded humanoid robotics maker in mainland China.
Humanoid Robotics$900M*
Announced
Sep 8, 2026XPENG started the production line for its next-generation IRON humanoid, which the company says carries three of its own Turing AI chips.
Humanoid Robotics$641M
Shipping
Sep 15, 2026Agility unveiled Digit 5 with a 50 lb payload, nine-minute charging and a new cooperative-safety architecture. Early access is planned for H1 2027 and general availability by the end of 2027.
Coowa
Shanghai, CN
Embodied AI / Foundation Models$600M
Physical Intelligence
San Francisco, US
Embodied AI / Foundation Models$600M
Edge AI Hardware$500M
Logistics / AMR$457.6M
Shipping
Sep 1, 2026Locus Robotics raised $41.6M in an ongoing Series G backed by existing investors including Tiger Global, Goldman Sachs, G2 Venture Partners and Scale Venture Partners.
Logistics / AMR$446M
Shipping
Sep 15, 2026Exotec and GXO deployed Skypod goods-to-person automation for Guess, extending Exotec's fashion-logistics installed base.
Embodied AI / Foundation Models$405M
Sep 2, 2026FieldAI announced a collaboration with Caterpillar to apply its field robotics autonomy models to heavy industrial equipment.
Embodied AI / Foundation Models$400M
Aug 19, 2026Generalist AI published GEN-1.5, reporting improved dexterity and reliability on a defined set of manipulation tasks.
Industrial Robotics / Cobots$370M
Shipping
Aug 6, 2026HII signed seven-year performance-based agreements with Path Robotics and GrayMatter Robotics covering up to $900M in combined shipbuilding work, conditional on readiness and performance milestones.
SiMa.ai
San Jose, US
Edge AI Hardware$355M
Galaxy General Robotics
Beijing, CN
Embodied AI / Foundation Models$344M
Axelera AI B.V.
Eindhoven, NL
Edge AI Hardware$250M
Industrial Robotics / Cobots$220M
Shipping
Sep 16, 2026Agile Robots detailed the production ramp at its new Fürstenfeldbruck humanoid factory, stating that finished Agile ONE units now leave the facility every working day.
Genesis AI
Paris, FR
Embodied AI / Foundation Models$105M
Logistics / AMR$100M
Shipping
Sep 10, 2026Vecna Robotics raised $31M to meet demand for its flexible dock-to-dock warehouse automation.
Humanoid Robotics$83.8M
Shipping
Sep 24, 2026AgiBot and Chimelong launched the first phase of a large-scale deployment with more than 300 robots across entertainment, education, visitor services and hotel operations. The launch coincided with delivery of AgiBot's 20,000th produced robot.
Industrial Robotics / Cobots$70.4M
Shipping
Aug 6, 2026HII signed seven-year performance-based agreements with Path Robotics and GrayMatter Robotics covering up to $900M in combined shipbuilding work, conditional on readiness and performance milestones.
RealSense, Inc.
San Francisco, US
Edge AI Hardware$50M
Maritime Robotics$37.4M
Shipping
Sep 8, 2026Sea Machines secured a five-year IDIQ contract to supply U.S. Special Operations Forces with drop-in autonomy kits for expeditionary logistics, ISR and maritime security missions.
Acumino
Athens, GR
Embodied AI / Foundation Models$11.7M
Maritime Robotics$1M
Shipping
Aug 12, 2026Jaia Robotics received a $6.1M U.S. Marine Corps contract for JaiaBot-HYDRO systems supporting rapid surf-zone and beach-site characterization.
Advanced Micro Devices, Inc.
Santa Clara, US
Edge AI Hardware
Ambarella, Inc.
Santa Clara, US
Edge AI Hardware
Archetype AI
Palo Alto, US
Embodied AI / Foundation Models
Edge AI Hardware
Axera Technology Co., Ltd.
Shanghai, CN
Edge AI Hardware
Humanoid Robotics
Deployed · pilots
Sep 21, 2026Boston Dynamics opened the Robotics Metaplant Application Center inside Hyundai's Georgia plant. Atlas robots are training on real manufacturing tasks, with a roughly tenfold facility expansion planned for 2027.
Dyna Robotics
Redwood City, US
Embodied AI / Foundation Models
Industrial Robotics / Cobots
Shipping
Sep 28, 2026NVIDIA announced a platform combining the OpenShell runtime and the Sentry reference design to apply external controls to AI agents. The release names Figure, Gecko Robotics and Skild AI among the companies working with OpenShell for physical autonomous systems.
Humanoid Robotics
Deployed · pilots
Aug 19, 2026Hexagon Robotics placed AEON in Schaeffler's Humanoid Gym for task training and validation ahead of a planned rollout of at least 1,000 humanoids across Schaeffler manufacturing operations.
Horizon Robotics
Beijing, CN
Edge AI Hardware
Infineon Technologies AG
Neubiberg, DE
Edge AI Hardware
Intel Corporation
Santa Clara, US
Edge AI Hardware
Humanoid Robotics
Announced
Sep 8, 2026MagicLab used IFA 2026 for its first large-scale European enterprise showcase and announced a partnership with Slovenia's national postal service for flexible automated sorting.
ModalAI, Inc.
San Diego, US
Edge AI Hardware
Noematrix
Beijing, CN
Embodied AI / Foundation Models
Noetix Robotics
Beijing, CN
Humanoid Robotics
Embodied AI / Foundation Models
Sep 28, 2026NVIDIA announced a platform combining the OpenShell runtime and the Sentry reference design to apply external controls to AI agents. The release names Figure, Gecko Robotics and Skild AI among the companies working with OpenShell for physical autonomous systems.
NXP Semiconductors N.V.
Eindhoven, NL
Edge AI Hardware
Edge AI Hardware
Sep 9, 2026Qualcomm published developer workflows for accelerating robotics development on its Dragonwing IQ8 and IQ9 platforms.
Robot.com
San Francisco, US
Embodied AI / Foundation Models
Rockchip Electronics Co., Ltd.
Fuzhou, CN
Edge AI Hardware
Edge AI Hardware
Shipping
Sep 7, 2026SECO and NEURA Robotics announced a strategic partnership to industrialize Physical AI in Europe. SECO will work on electronic compute modules for NEURA's cognitive robots and both companies will develop automation solutions for semiconductor and electronics manufacturing.
SemiDrive Technology Ltd.
Nanjing, CN
Edge AI Hardware
STMicroelectronics N.V.
Geneva, CH
Edge AI Hardware
Synaptics Incorporated
San Jose, US
Edge AI Hardware
Tencent Robotics X / Hunyuan
Shenzhen, CN
Embodied AI / Foundation Models
Humanoid Robotics
Announced
Sep 4, 2026Wandercraft announced 12 customers for the Calvin-40 industrial humanoid and said it is preparing to ramp production while expanding manipulation capabilities.
Drones / Aerial
Shipping
Sep 23, 2026XTEND completed its business combination and began trading on the NYSE as XTND after raising $110M in total capital; September updates also included new U.S. drone-program selections and an expanded Quantum Systems partnership.