Industry Briefing
A single destination for timely, editor-curated robotics news from around the world.
Helion, the Sam Altman-backed fusion startup, raises $465M to build a power plant for Microsoft
Helion, a fusion energy startup, is accelerating its efforts to build a power plant for Microsoft, with a completion target set for 2028. The company has recently secured a new round of funding, which is expected to bolster its development capabilities and expedite the project. This partnership highlights the growing interest in fusion energy as a viable solution for sustainable power, particularly in the tech industry, where companies like Microsoft are seeking innovative ways to meet their energy needs and reduce carbon footprints. The collaboration represents a significant step forward in the pursuit of clean energy solutions, as Helion aims to harness fusion technology to provide reliable and environmentally friendly electricity.
Climate Fundraising Startups Helion fusion energy Peak XV Partners
If Pilots Stop Trusting Safety Broadcasts, What Happens to Universal Conspicuity?
The Aircraft Owners and Pilots Association (AOPA) has voiced its opposition to potential billing for Automatic Dependent Surveillance–Broadcast (ADS-B) data, a stance that could impact both crewed and uncrewed aviation sectors. This week, AOPA backed comments made by FAA Administrator Bryan Bedford, who criticized the idea of monetizing ADS-B data. The association's statement underscores growing concerns regarding the trustworthiness of safety broadcasts among pilots. As the aviation community grapples with these issues, the implications of eroding trust in safety communications could jeopardize the effectiveness of universal conspicuity, a critical safety measure in the airspace.
connectivity DL Exclusive Drone News Drone News Feeds Feature 1 News
12 Graphs That Explain the State of AI in 2026
As major AI companies like OpenAI and Anthropic prepare for initial public offerings later this year, the landscape of artificial intelligence continues to evolve rapidly. The 2026 AI Index report from Stanford University reveals that the U.S. remains the leader in AI model development, with 50 notable models released in 2025, although China's advancements in robotics are noteworthy, having installed 295,000 industrial robots in 2024. The report highlights a staggering growth in global AI compute capacity, which has tripled annually since 2022, largely driven by Nvidia's GPUs. However, the environmental impact of AI training is concerning, with estimates indicating that training large language models can generate over 72,000 tons of carbon emissions. Despite these challenges, AI investment surged to a record $581 billion in 2025, primarily in the U.S., reflecting a growing enthusiasm for AI technologies among software engineers and researchers. Public sentiment towards AI has slightly improved, with 59% of survey respondents believing the benefits outweigh the drawbacks. However, trust in government regulation of AI remains low in the U.S., with only 31% expressing confidence. This mixed perception underscores the ongoing debate about AI's societal impact, as advancements in technology continue to outpace regulatory frameworks.
Ai-index Artificial-intelligence Stanford-university
Robotic Hands Prices Plummet from 100,000 to 10,000 Yuan, Humanoid Robots Enter Homes
In a robotics lab in Shenzhen, engineer Huang Junlin is training a six-degree-of-freedom robotic hand for home use. Unlike industrial applications, home scenarios demand higher standards for weight, cost, and usability, prompting a significant reduction in humanoid robot costs. The robotic hand, a crucial and complex component, previously priced at 100,000 Yuan, now costs around 10,000 Yuan due to advancements in supply chain maturity and technology breakthroughs. The reduction in price is pivotal as it opens the door for consumer-grade humanoid robots, with the global market projected to exceed 20 billion Yuan by 2026. In 2025, the market is expected to reach 17 billion Yuan, with a shipment volume of approximately 18,000 units, marking a year-on-year growth of over 500%. China's share is anticipated to surpass 50%, with shipments expected to rise to 62,500 units by 2026, indicating a robust demand for humanoid robots. The surge in consumer humanoid robots is catalyzing the formation of a new supply chain ecosystem, including advancements in bionic skin, tactile sensors, and flexible materials. A new materials company in Jiaxing has developed third-generation electronic skin capable of multimodal perception and real-time feedback. As robotic hands become more affordable and tactile sensing technology advances, the integration of humanoid robots into homes may occur sooner than anticipated, marking the beginning of a revolution in robotics.
Humanoid Robots Robotic Hands AI Technology Consumer Robotics
Small-AI Models Gain Traction Around the World
One morning in 2019, Adebayo Alonge was in a Cape Town hotel room, preparing to demonstrate his startup’s AI answer to a serious problem in African health care: counterfeit medication, which kills thousands of people across the continent every year.The RxScanner is a handheld spectrometer that scans a pill with infrared light, then sends the item’s molecular profile to an AI model equipped with a pharmaceutical database. In seconds, the AI identifies the medication from its molecular profile—or reports that it’s phony.Pharmacies were using the system in more than a dozen countries, including Ghana, Kenya, Myanmar, and Alonge’s native Nigeria. But that morning in South Africa, it didn’t work. “I was shocked,” Alonge says.The spectrometer connected to the AI model—but the data center was 14,000 kilometers away and bandwidth was limited. “Our server was in the United States, and just to get the result of a single scan was taking me over 5 minutes.”So Alonge immediately asked his engineers to shrink the AI model down to a smaller, low-power, unconnected version that could run entirely on his Android phone. They produced it 2 hours later, and that saved the demo.More importantly, the work birthed a new version of his device, which can authenticate a pill in places without broadband, computers, or even reliable electricity. It also turned Alonge into an advocate for this kind of “small AI.”Small AI for Global Health Care AccessSmall AI is a far cry from wealthy nations’ colossal large language models (LLMs), hyperscale data centers, multibillion-dollar investments, and debates about AI consciousness. But for millions of people around the world, the only AI that matters, and often the only kind available, is small. (According to a World Bank Report issued in November, only 0.7 percent of internet users in the world’s poorest countries have used ChatGPT, compared to a quarter of all internet users in the most developed nations.)“Most people are discussing AI from the LLM/generative side. But that needs a lot of computing power, electricity, massive data, and skilled people to manage it,” Ajay Banga, president of the World Bank, said last January at the World Economic Forum, in Davos. “Outside the developed world, other than maybe India and China, very few countries have that combination.”By contrast, small AI can deliver useful, even life-saving services to people in areas that have none of those things, Banga said. In India, where the government’s AI plans call for more development of small AI, many such systems are working for farmers.For example, a drone-based system developed by Bala Murugan and colleagues at the Vellore Institute of Technology, in India, takes photos of cashew plants and quickly identifies those with splotches that indicate disease. All the processing takes place on the drone itself, so there’s no need for a computer on-site, nor for a connection to a central server.Using small language models trained for a specific problem, and sometimes running on cheap, low-power devices, other small-AI implementations have been developed to identify ant infestations in a Uruguayan vineyard, detect the presence of malaria-carrying mosquitoes in a number of nations, and run electrocardiograms from an Arduino device in parts of Brazil that lack access to more complex equipment.“This is the most important area in AI nowadays,” says Marcelo José Rovai, a professor at the Institute of Engineering and Information Systems at the Federal University of Itajubá, in Brazil, who was involved in all three projects. “It’s growing very fast.”Low-Power, Small-AI Models on Devices Small AI models can run on a variety of low-power devices, including [from left to right] an Arduino Nano 33 BLE Sense, a Seeed Wio Terminal, and an Arduino Portenta.Moez AltayebFor Alonge, Rovai, and other advocates, small AI is not just “a promising trend,” as that November World Bank report calls it. It may be, in the long term, the form of AI that will touch the most lives and remain sustainable after some of the giant models become too costly for most users.“I think the future of AI is not like one giant model, at a center. I think it’s millions of small, precise models deployed at the edge, each one solving like a specific problem, a specific context,” Alonge says. This is partly because much of humanity—including people in parts of rich countries as well as the developing world—lives without access to cutting-edge frontier models. But, he says, it’s also because those models are not sustainable.“If someone is not subsidizing it, most people will not be able to afford those models. So those of us who are said to be small-AI developers are the ones who will have to build for the majority of the world,” Alonge says.There is no strict definition of “small AI,” but people often use the term for language models with at most a few billion parameters. (Compare that to cutting-edge models, which can include more than a trillion.) That’s small enough to run directly on a phone or a Raspberry Pi. That’s what allows these applications to run on devices without a connection to a data center and use only a few watts of power, often supplied by a battery or a solar panel.Despite their small footprint, these models aren’t fundamentally different technology from that of gigantic AI models, Rovai says. Many instances of small language models were created the same way the phone-based version of Alonge’s pharmaceuticals scanner was—by “pruning” large models, or removing the parameters that weren’t involved in the task. The result is a system that’s less capable generally but still very good at the specific job it was pruned for, Rovai says. A lighter version of RxAll’s RxScanner spectrometer sends its results to an AI model run locally on a phone to check that a drug’s molecular signature is genuine.RxAllOther small models are created by “distillation.” They are trained to mimic a large model, until their performance approaches that of their “teacher,” Rovai says. In other cases, a larger model’s precision is reduced, for example, so that a model run on 32-bit architecture can run on 8-bit designs. In situations where the machine learning application is being used to classify data or predict patterns (like an ant infestation), it’s trained from the beginning on a small device, not derived from a larger model at all. Running all these small, specialized systems is becoming easier, Rovai says, for two reasons.The first reason is that hardware is getting better and more capable while using less power, he says. This means more and more phones can run small AI—especially those equipped with neural processing units, which are specialized chips that handle AI tasks like facial recognition and changing the brightness, shadows, or contrast in a photo.In 2025, slightly more than a third of all smartphones shipped worldwide were capable of running generative AI, and that figure will reach 45 percent by the end of this year, according to the technology research firm Counterpoint. By the end of next year, slightly more than half of all smartphones will be able to run a small AI model.The second reason Rovai cites is the shrinking footprint of language models. Both Google DeepMind’s Gemma 4 (released in April) and Alibaba’s Qwen 3.5 are “fantastic” for small AI, Rovai says. Both models are “open weight,” meaning users can adjust the connections between parameters to suit their needs. This makes it easy, for example, “to take a lot of data from, say, the milk industry and retrain the model specifically on that,” Rovai says.Rovai illustrated these reasons on a Zoom call, using one of his most recent experiments. Holding up a device, he says, “This is the new Arduino UNO Q—a US $50 device with a Qualcomm chipset. I’m running a language model here, which collects data from sensors and analyzes that data to detect tiny pools of water where mosquitoes might be breeding. It takes 3 watts to run it.”Support for Small-AI DevelopmentConvinced that millions of people are already benefiting from these kinds of applications, the World Bank now actively promotes small AI with grants, mentorship programs, financing, technical advice, and models of government policies that are friendly for small-AI development. For example, in Rwanda, the World Bank is backing a government program to help low-income households get devices that can run AI.All that said, no one claims that large language models are going away entirely. To create a generative AI that can run on a phone or other small device requires the architectural insights, data processing, and results of a larger model, Rovai says. “We need the big models to create these smaller models.” And for all that small AI can benefit people without access to big AI, the technology can’t solve the larger problems of development and digital inequality, Alonge says. Implementing small AI won’t allow nations to escape the challenge of creating an ecosystem to support AI: reliable power, a supply chain that works, and an educational system that develops the talents needed to create AI tools.Though his drug-scanning system can run for days on a phone with no connection, “you still want to be able to enable periodic syncing for updates with new signatures for the medications and analytics,” Alonge says. “And even when you are using batteries, reliable power is important. That phone battery is not going to last forever.”In many parts of the world, the future of small AI isn’t assured, he says. “It works, and many places will eventually need to use it. The question is whether or not the political actors are wise enough to invest in infrastructure to support it long term.”
Small-language-models Artificial-intelligence Llms
Japan Pioneered Humanoid Robots—Can It Now Catch China?
“In the future, the relationship between humans and robots will deepen, and the distinction between them will probably disappear.” This prediction, from one of the attendees at the recent Humanoids Summit in Tokyo, might have been unremarkable had it not come directly from an android that was first introduced to the world 20 years ago. Geminoid HI-6 is the sixth-generation of a robot originally designed in 2006. The mechanical twin of Osaka University professor Hiroshi Ishiguro, Geminoid HI-6 is now equipped with a large language model trained on Ishiguro’s own writings and interviews. It has advanced conversational skills and can even have a chat with its creator, an eerie spectacle. But at the Humanoids Summit, Geminoid was one of the few humanoid robots from Japan, the country that pioneered the form factor.While the event in Tokyo only had about 40 robots on display, Chinese systems outnumbered Japanese by roughly three to one. Some Japanese robotics firms were even using Chinese robots in their own technology demonstrations, something that would have been unthinkable in the recent past—one Japanese engineer described the situation as “sad.” The conference was a stark reminder of how Japan has ceded its early lead in humanoid robot development to overseas competitors, and the challenge it now faces to secure a place in an ecosystem increasingly dominated by general-purpose robots powered by AI. Twenty-five years ago, Japan was turning out groundbreaking humanoids that were showstopping in their abilities, but they were not commercialized as practical machines in any meaningful way. Heavily influenced by science fiction and lacking practical applications, they were mostly expensive technology demonstrations that were eventually mothballed. What Japan retains, however, is robotics design and know-how, which it must leverage to be a key player in the rapidly evolving humanoid ecosystem. Learning to Walk—Then Standing StillTo anyone who has seen recent videos of Chinese humanoids doing kung-fu and synchronized acrobatics, as well as half-marathon races, China’s remarkable progress in the field is nothing new. At the Humanoids Summit, Toyota showed a video of its latest basketball-playing robot, and Honda exhibited its latest robot hand, but the full-scale humanoids on the floor were mostly Chinese–the kid-size K1 machines from Booster Robotics of Beijing were dancing to Michael Jackson tunes. The full-scale G1 humanoid from Unitree Robotics of Hangzhou was also doing demos. “You cannot sell these bipedal systems in Japan for safety and compliance reasons,” says Shuichi Nagao, a frequent visitor to China as CTO of Omakase Robotics, a division of Zeals, a Japanese humanoid robot developer. Omakase was exhibiting a G1 modified with an external PC controller, a dextrous hand, a suction-cup manipulator and a sensor “hat” with an extra speaker, mic and camera. “In China, the government is pushing humanoid development. They didn’t have an industry 20 years ago. The people pushing it are young, in their 20s and 30s. It’s a really different mentality out there,” says Nagao. “Big players in Japan are still looking for use cases for humanoids. In China, they’re already doing mass production and reducing the cost, so other countries can’t compete with them anymore.”Another Japanese company showing off G1 bots was summit sponsor GMO AI & Robotics, a subsidiary of Japanese internet company GMO. It’s using the robots in partnership with Japan Airlines to load and unload cargo containers at Tokyo’s Haneda airport. The cargo project is a trial—like many other humanoid experiments—but the fact that Chinese machines have penetrated so far into Japan’s ecosystem upends a long history. In 1973, scientists at Waseda University in Tokyo built WABOT-1, considered the first full-scale humanoid robot and capable of slow bipedal locomotion, grasping objects and simple communication. It inspired Honda’s groundbreaking Asimo humanoid, but it was never commercialized. Asimo was eventually retired in 2022, the year ChatGPT was released. Two years later, Unitree’s G1 went on sale for US $16,000. China’s High Torque Technology Co. showed off its Mini Pi biped, customized with an anime-inspired head, at Humanoids Summit in Tokyo. The regular version is priced at $3,500. Tim HornyakSupply and DemandJapan’s development of humanoids happened before practical applications or widespread demand were in place, but bad timing is only part of the story—Japan also has a history of developing technologies that might appeal to domestic consumers but not necessarily those overseas. For example, decades after they first appeared, its highly engineered, multifunction toilets have only recently found a following abroad. Japan’s humanoid prowess was partly built on the back of its legendary industrial automation, yet even that stronghold has eroded. Ani Kelkar, a partner from McKinsey & Company in Boston who produces analytical reports about the robotics industry, told the summit audience that while Japan occupied the top spot in the world in manufacturing robot density (the number of multipurpose industrial robots in operation per 10,000 employees) from at least 1994 to 2009, it then slipped to second in 2014, third in 2019 and fifth in 2024. In that year, South Korea was at the top of the leaderboard with a robot density of 1,220 compared to Japan’s 446. The International Federation of Robotics estimates China now has the most operational industrial robots in the world, with around 2 million total units, approximately 4.5 times more than Japan. “The annual installation numbers are impressive too: 54 percent of all robots installed worldwide in 2024 were deployed in China,” the IFR said in a release in April 2026. “I think the loss of Japanese leadership is more to do with the rise of China as a manufacturing powerhouse including for sectors that Japan had high export levels,” Kelkar said in an email interview. “The recovery has not yet happened as Japan ‘missed’ the rapid acceleration in AI for robotics and is now playing catchup.”How Japan Can Adapt Kelkar believes Japan has a US $100 billion opportunity in general-purpose robotics, which are machines that can perform a wide variety of tasks, and it cannot rely on the slower-growing industrial robot market, which is centered on factory machines that do one simple and predictable task like welding car parts. He points to a McKinsey white paper suggesting that while Japan has much of the hardware and technology experience needed to support general purpose robot development, it must change its strategy to capture more share in AI, software, data collection and robotics platforms.Tetsuya Ogata is a professor of engineering and director of the Institute for AI and Robotics at Waseda University, the birthplace of humanoids in Japan. He briefed the summit on how a nonprofit he chairs, the AI Robot Association (AIRoA), is working with Toyota and other members to develop foundational technologies for collaborative use. For instance, AIRoA has collected some 80,000 hours of data on remote operation of mobile manipulators, and Ogata believes it’s the largest dataset of its kind. Using the data, it built and verified Vision-Language-Action (VLA) models, and it has also started data collection for dual-arm mobile manipulation. In an interview, Ogata acknowledged Japan’s struggle to find its place in the changing landscape. “The world of AI is inherently a game of scale,” says Ogata. “Therefore, Japan’s absolute prerequisite is to secure a competitive baseline of scale—in data, computing resources, and talent. Beyond that, what I consider most critical is a mindset shift: rather than trying to hoard scale within a single nation or company, we must grow stronger by collaborating with a diverse ecosystem of domestic and international players.” Specifically, this means creating a ‘collaborative domain’ to address data—the single biggest bottleneck—through industry-wide cooperation rather than data-siloing. By collectively nurturing a pre-competitive, shared data infrastructure and foundation model, individual companies can then compete on top of it with their own applications. “By offering this open ‘data ecosystem’ to the world, we can engage global players and establish a ‘third pole’ alongside the US and China,” says Ogata. “I believe this is how Japan can reclaim its global presence.”In 1999, Japan introduced the world’s first mobile internet services platform. But being first didn’t turn Japan into a smartphone manufacturing or design center—it’s now merely a supplier of parts to other countries who are leading the smartphone industry. If Japan can avoid a repeat of that experience and successfully deregulate, diversity, and commercialize its original humanoid dreams, it stands a better chance of influencing the direction of the industry and reaping billions in value. As automobiles and electronics were pillars of Japan’s industrial strategy in the last century, Japan could make humanoid robots one of its key value generators in the 21st century, an approach that would not only deliver economic benefits but give Japan greater clout in how the industry will evolve. Just like Japanese cars, electronics, and even toilets, Japanese humanoids could stand for craftsmanship and reliability. It’s a legacy that Japan can’t afford to give up.
Japan Robotics Humanoids Humanoid-robots
Rivian Is Gaining Ground on Tesla With New Midsize SUV
Rivian is making significant strides in the electric vehicle market as it officially begins delivering its new R2 mid-size SUVs to customers. Announced on June 9, 2026, this launch positions Rivian to transition from a premium brand to a more mainstream competitor, directly challenging Tesla's Model Y, which starts at around $39,990. The R2 is priced at $57,990, with plans for a more affordable version expected to debut in summer 2027 for just below $45,000. Rivian CEO RJ Scaringe emphasized the company's ambition to capture a larger market share, stating that while they aim to attract some Tesla customers, the potential market of non-Tesla buyers is significantly larger. This launch comes at a critical time, as tax credit incentives for electric vehicles have expired, potentially driving consumers toward lower-priced options. However, Rivian faces challenges, including the need to maintain profit margins at these lower price points after reporting a $3.6 billion loss last year and a decline in vehicle deliveries. The company is optimistic about achieving profitability once its Georgia plant begins production in late 2028. Rivian has also managed to reduce build material costs for the R2, which is expected to be cash-flow positive for the company. Additionally, the growing used EV market, which saw a 17% increase in sales from January to April, poses further competition for Rivian as consumers seek more affordable options.
5 Dynamics Shaping Today's Investment Landscape
Markets are currently navigating a significant shift as macroeconomic factors, policy changes, and technological advancements increasingly intersect, according to Seema Shah, Chief Global Strategist at Principal Financial Group. This analysis highlights the immediate impact of geopolitical shocks on market stability, which often dissipates quickly despite initial volatility. In the United States, the ongoing affordability crisis reflects a disconnect between everyday experiences and economic data, complicating the landscape for central banks already grappling with persistent inflation. While the U.S. dollar continues to attract safe-haven demand during periods of stress, fluctuations in confidence regarding U.S. assets may arise due to unpredictable policy directions. Principal Financial Group, a leading global investment management firm with $519.3 billion in assets under management, serves nearly 20 million clients worldwide and emphasizes the importance of adapting to these rapidly evolving market conditions.
USO UNG UCO BNO SCO BOILRobotics needs a service framework.
RSF defines a common language for robot service capability, lifecycle operations, certification pathways, and service-provider networks.
