Industry Briefing

Prox Industries, a physical AI company from the University of Tokyo, ranks 2nd in ICRA 2026 VLA competition.

Prox Industries, a physical AI startup developed by researchers at the University of Tokyo's Matsuo Lab, has announced that it secured second place in a competition held during the ICRA 2026 Workshop titled "From Data to Decisions: VLA Pipelines for Real Robots." The event, organized by the AI Robot Association (AIRoA), featured 36 competing teams. This achievement highlights Prox Industries' innovative contributions to the field of robotics and artificial intelligence.

Chinese AI company offers a new solution for physical AI in the uncertain trillion-dollar market.

In 2026, the field of physical AI is set to emerge as a transformative force, following a consensus reached by industry leaders at the CES in Las Vegas, where NVIDIA's CEO Jensen Huang heralded the arrival of "physical AI's ChatGPT moment." Over the past two years, significant advancements have been made in five key areas: brain models, imagination engines, training environments, ontology, and commercial ecosystems, laying the groundwork for real-world applications. In the first half of 2026, global investment in physical AI surged, with over $6.4 billion raised in just the first quarter, including notable funding rounds from AMI Labs and World Labs. The industry is witnessing a clear technological divergence, with three primary paths emerging: Visual Language Models (VLM), Visual Language Action (VLA), and world models. The anticipated future architecture for physical AI is expected to integrate VLA's decision-making capabilities with world models' predictive simulations. Despite the rapid growth, the competitive landscape remains uncertain, with various companies pursuing different strategies, including those focusing solely on VLA or world models, and others exploring hybrid approaches. The ultimate goal is to develop AI that can effectively navigate and understand the complexities of the physical world, moving beyond mere reactive capabilities to proactive, autonomous decision-making. As the physical AI market is projected to expand significantly, reaching an estimated $3.26 trillion by 2040, the industry faces the challenge of ensuring that technology translates into tangible business value. Companies like Om AI are pioneering innovative models that prioritize continuous perception and spatial understanding, aiming to redefine how AI interacts with its environment. The ongoing evolution of physical AI emphasizes the importance of real-world applications and the need for AI systems that can adapt and respond to dynamic physical spaces.

Former Baidu autonomous driving lab head raises millions in angel funding for global robot model startup.

Nuwa Robotics, a company specializing in embodied intelligence, has successfully secured 50 million yuan in angel funding, led by Blue Lake Capital with participation from various investors including Qiongcheng Puyi Investment. This funding follows a seed round completed two months prior, led by Plug and Play China. Founded in February 2026 by Dr. Yang Ruigang, a former director at Baidu’s autonomous driving and robotics lab, Nuwa aims to advance robotic capabilities in navigating complex human environments. As the field of embodied intelligence gains momentum, industry consensus is forming around the need for a "layered decoupling" approach. Nuwa is focusing on developing a "World Traversal Model" (WTM) that enables robots to autonomously navigate, interact, and complete tasks in human settings, addressing a critical gap in the industry. This model is designed to be compatible with various robotic platforms, including humanoid robots and delivery vehicles. Nuwa's technology integrates high-fidelity physical simulation with advanced data generation techniques to create a robust training environment for its WTM. The company has made significant strides in motion control and navigation capabilities, allowing robots to navigate complex terrains without relying on high-precision maps. Additionally, Nuwa is prioritizing social behavior compliance, essential for robots operating in public spaces. With plans to deploy the WTM in real-world applications by 2026, Nuwa aims to validate its core capabilities and expand its operational scale. Blue Lake Capital expressed confidence in Nuwa’s vision, highlighting the potential for the company to overcome key industry challenges and pioneer advancements in intelligent navigation.

Tesla (TSLA) Delivery Outlook Improves as Morgan Stanley Keeps Equal Weight Rating

Morgan Stanley has improved its delivery outlook for Tesla, Inc. (NASDAQ: TSLA), anticipating strong delivery numbers for the second quarter of 2026. On June 26, the investment firm maintained its equal weight rating on Tesla's stock, citing unexpectedly robust sales trends in Europe and China as key factors. As a result, Morgan Stanley has raised its delivery estimates for Tesla to 413,000 units, up from a previous estimate of 373,000. Despite this positive adjustment, the firm remains cautious about Tesla's energy storage business and has kept its price target at $415. This cautious stance reflects concerns over the company’s energy storage deployments, even as it acknowledges the potential of Tesla's advancements in autonomous driving and robotics.

Nvidia (NVDA) Remains a Key Humanoid Robotics Play, Bernstein Says

On June 29, 2026, Bernstein reaffirmed its "Outperform" rating for Nvidia Corporation (NASDAQ: NVDA), emphasizing the company's pivotal role in the humanoid robotics sector. The investment firm noted that Nvidia, alongside Qualcomm, is leading the development of advanced processors that serve as the central processing units for robotics. These processors enable robots to efficiently process sensor data, reason, plan, and execute actions. While Bernstein recognizes Nvidia's potential as an investment, it suggests that other AI stocks may present greater upside with less risk. The analysis comes amid a broader discussion on the evolving landscape of AI-driven solutions, with Nvidia's offerings spanning data centers, self-driving vehicles, and cloud services.

South Korea's WIRobotics unveils simulation model of humanoid "ALLEX," marking a step towards building a physical AI ecosystem.

South Korean robotics company WIRobotics has unveiled a simulation model of its humanoid robot, ALLEX, on June 29, 2026. This announcement coincides with the company's broader initiative to establish a technological roadmap aimed at developing a physical AI ecosystem. By sharing this simulation model, WIRobotics aims to foster innovation and collaboration within the robotics industry, positioning itself as a leader in the advancement of humanoid robotics technology.

Prosus reports 57% growth in annual ecosystem revenue.

On June 29, Prosus released its financial results for the fiscal year ending March 31, 2026, reporting a 57% year-on-year increase in ecosystem revenue, reaching $9.7 billion. The company also saw an 84% rise in adjusted EBITDA, totaling $1.3 billion, and achieved a record high in free cash flow of $1.5 billion. In addition to these financial gains, Prosus announced a 40% increase in its annual dividend, continued its stock buyback program, and successfully completed the sale of $2 billion in non-core assets.

Mars orbiter watches Perseverance rover cross the marathon finish line | Space photo of the day for June 29, 2026

NASA's Perseverance rover has achieved a remarkable milestone by completing a marathon distance on Mars, showcasing its impressive speed and exploration capabilities. This achievement raises the possibility that Perseverance could become the first rover to complete an ultramarathon on the Red Planet. The rover's ongoing mission, which began in February 2021, aims to search for signs of ancient life and collect samples for potential return to Earth. As it continues to traverse the Martian landscape, scientists are closely monitoring its performance and the data it gathers, which could provide invaluable insights into the planet's history and geology.

Innovation Day for Advanced Packaging Automation

Over 160 participants from 87 companies across 30 countries convened at CMC Packaging Automation's headquarters for the annual CID26 – CMC Innovation Day 2026. This year's event, themed ‘Ecosystem,’ focused on advancements in fulfillment automation, systems integration, and right-sized packaging. Attendees included customers, technology partners, policymakers, and industry experts, all united to explore innovative solutions and foster collaboration within the packaging sector. The gathering aimed to address the evolving needs of the industry and promote sustainable practices, highlighting CMC's commitment to driving progress in packaging automation.

HKU Professor Li Hongyang secures hundreds of millions in seed funding for his startup on embodied AI.

Archon Robotics, a Shanghai-based company specializing in whole-body humanoid models, has successfully secured hundreds of millions in seed funding from prominent investors, including ZhenFund, Gao Rong Capital, IDG Capital, and others. The financing round, which took place recently, aims to enhance the development of humanoid models, collect multimodal motion data, expand the talent team, and establish research centers and industry partnerships, with the goal of launching an open-source humanoid model by the end of this year. Founded in April 2026, Archon Robotics focuses on creating whole-body intelligence for humanoid robots, enabling them to perform complex tasks that require full-body coordination. The company's founder, Dr. Hongyang Li, is an assistant professor at the University of Hong Kong and has received accolades for his work in autonomous driving. Co-founder and CEO Dr. Tianyu Li, along with the core team, brings expertise from top institutions and has a strong background in robotics and AI. The humanoid robotics sector is at a pivotal moment, with significant investments occurring but lacking a unified technical consensus. Current limitations in training data restrict robots to simple tasks, as they often lack the necessary information for complex human-like interactions. Archon Robotics aims to address these gaps by redefining data collection methods to better capture human coordination and movement dynamics. The company plans to release its first humanoid model in late 2026, emphasizing the need for robots to operate effectively in dynamic home environments. By focusing on comprehensive data collection and understanding physical interactions, Archon Robotics seeks to advance the capabilities of humanoid robots beyond current limitations.

Air Cargo Under Strain: The Consequences of FAA Flight Reductions on Global Supply Chains

The Federal Aviation Administration (FAA) issued an emergency order on November 6, 2023, mandating that the nation’s forty busiest airports implement a reduction in morning flight schedules by 2026. This decision has highlighted the vulnerability of high-value air cargo operations, revealing underlying issues that extend beyond the limitations of cargo holds. The disruption has raised concerns within the trade press, as stakeholders grapple with the potential impacts on logistics and supply chains. The FAA's move aims to enhance safety and efficiency in air traffic management, but it also underscores the fragility of the air cargo sector, which relies heavily on timely flights to meet market demands. As the industry prepares for these changes, the implications for cargo transport and overall economic activity remain a focal point for discussion among aviation experts and business leaders.

Shoebox Picker Wins Award

Nomagic, a company specializing in physical AI for warehouse automation, has been awarded the prestigious 2026 IFOY Award in the Robot Warehouse System category for its innovative Shoebox Picker. This recognition highlights Nomagic's significant advancement in addressing a longstanding challenge in warehouse operations: the efficient handling of two-piece shoeboxes, particularly in high-volume fashion and footwear fulfillment settings. The award underscores the company's commitment to enhancing automation solutions in logistics, marking a notable achievement in the industry.

Danish robotics startup enters the industrial truck market already crowned a winner

The Mobile Robot Company has been awarded the prestigious IFOY Industrial Truck of the Year Award for 2026, recognizing its innovative self-driving pallet jack. This advanced technology is designed to enhance operational efficiency in warehouses by automating repetitive transport tasks while allowing operators to maintain control over the process. The award highlights the company's commitment to improving logistics and warehouse management through automation. The recognition comes as the industry increasingly seeks solutions that balance automation with human oversight, addressing the growing demand for efficiency in supply chain operations.

Hong Kong raises nearly $44b to lead Asia-Pacific issuance

In the first half of 2026, Hong Kong experienced a significant surge in equity issuance, which increased by 29% to nearly US$44 billion. This growth was primarily driven by the robust performance of battery and circuit-board manufacturers, reflecting a strong demand in these sectors. The rise in equity issuance highlights the region's ongoing economic recovery and investor confidence, particularly in technology and renewable energy industries. The trend suggests that companies are capitalizing on favorable market conditions to raise funds for expansion and innovation, positioning themselves for future growth.

Tesla Reports Q2 Deliveries in a Matter of Days. Here's the Number That Matters.

Tesla is poised to announce its second-quarter vehicle deliveries in early July, a crucial update that will provide insights into the company's recovery from a challenging 2025. The report will focus on the year-over-year growth rate in deliveries, which is essential for assessing whether demand for Tesla's vehicles is rebounding. In 2025, the company delivered 1,636,129 vehicles, an 8.6% decline from the previous year, but saw a 6.3% increase in the first quarter of 2026, delivering 358,023 vehicles. Analysts expect Tesla to report around 406,000 deliveries for the second quarter, with more optimistic forecasts reaching 420,000. Achieving these numbers would indicate a significant recovery, surpassing the 384,122 vehicles delivered in the same quarter last year. The performance will be influenced by regional markets, particularly Europe, which has shown growth, and China, where demand remains strong. However, the U.S. market has faced challenges due to a decline in registrations following the expiration of tax credits. Investors are closely monitoring this delivery figure, as it reflects the health of Tesla's automotive business, which remains the primary source of revenue despite the company's broader ambitions in self-driving technology and robotics. With Tesla shares down 16% in 2026, positive delivery news could help restore investor confidence ahead of the more comprehensive financial results expected later in July.

Middle East Tensions, Tesla Deliveries and Other Can't Miss Items this Week

Tensions in the Middle East escalated over the weekend as Iran launched strikes against U.S. military bases in Bahrain and Kuwait, raising concerns about the stability of the fragile U.S.-Iran peace framework established through a recent memorandum of understanding. This renewed conflict threatens access to the Strait of Hormuz, crucial for global energy supplies, just as markets were beginning to stabilize following last week’s diplomatic progress. The ongoing hostilities create uncertainty in energy markets, with potential implications for oil prices and inflation. In the financial sector, Tesla is set to announce its Q2 global delivery numbers before the market opens on Thursday, with analysts forecasting a 4% year-over-year increase to 401,000 electric vehicles. This report will be critical in assessing consumer demand for EVs amid economic uncertainties and heightened competition. The timing of Tesla's announcement coincides with the release of the June jobs report, which includes average hourly earnings and initial jobless claims, providing key economic data before the July 4th holiday. As geopolitical tensions and economic indicators converge, markets face a volatile week, with investors closely monitoring developments in Iran and Tesla's performance, both of which could significantly impact market dynamics and investor sentiment heading into the second half of 2026.

Fidelity Asset Manager Funds Q1 2026 Commentary

Micron (MU) Surpasses Market Valuation of ​Meta and Briefly Tesla, Reuters Reports

Micron Technology, Inc. has made headlines by surpassing the market valuations of both Meta Platforms and briefly Tesla for the first time, as reported by Reuters on June 25, 2026. This notable achievement came after the company’s shares surged by 18.4%, reaching a price of $1,236 and giving Micron a market capitalization of $1.398 trillion, compared to Meta's $1.392 trillion and Tesla's $1.4 trillion. The boost in Micron's stock price follows a strong fiscal Q3 earnings report that exceeded expectations, prompting DA Davidson to raise its price target for the stock from $1,500 to $2,000 while maintaining a Buy rating. Analysts highlighted that Micron has entered a phase of heightened visibility within the semiconductor industry, marking a significant shift from its historical performance. The positive outlook suggests that the memory cycle remains robust, further fueling investor confidence. Micron, which specializes in innovative memory and storage solutions, operates across several segments, including Compute and Networking, Mobile, Embedded, and Storage Business Units. While the company shows promise as an investment, some analysts caution that other AI stocks may offer greater potential with less risk.

Tesla (TSLA) to Raise Production at Berlin Plant by 20%, Reuters Reports

Tesla, Inc. has announced plans to increase production at its Berlin plant by 20%, raising output to 7,500 vehicles per week starting in October 2026. This decision, reported on June 25, comes as the company aims to meet the growing demand for its Model Y and will involve hiring an additional 1,000 employees. The production boost follows a previous capacity increase announced in April and a commitment to enhance battery cell production at the facility. In a related development, Tesla has also expanded its unsupervised robotaxi service across the Austin Metro area in Texas, which is part of its broader strategy to integrate artificial intelligence and robotics into its operations. This shift reflects Tesla's evolving focus beyond electric vehicles to include advanced technology solutions.

After Issuing Its First Stock Split in 2020, Tesla Took Just 2 Years to Issue Its Second Split. Could a Third Stock Split Come in 2026?

Tesla, the electric vehicle manufacturer, is facing speculation about a potential third stock split in 2026, following its previous splits in 2020 and 2022. The company, which last split its shares when prices were significantly higher—around $1,400 in 2020 and nearly $900 in 2022—currently sees its stock trading at approximately $375. Analysts suggest that a split is unlikely unless the stock price nearly triples, as historical trends indicate that splits typically occur when shares become too expensive for retail investors. While stock splits can enhance investor psychology by making shares appear more affordable and potentially attracting more retail investors, they do not fundamentally change a company's value. Research indicates that companies that split their stocks often experience average returns of over 25% in the year following the announcement. However, with the rise of fractional share investing, the necessity for splits may diminish, as higher stock prices can be perceived as a sign of strength and demand. As Tesla continues to focus on advancements in robotics, autonomous vehicles, and energy storage, analysts emphasize that these developments will be more critical to the company's long-term success than any stock split.

TUYA Partners with Zeroth on Smart Home Robots

Tuya Inc., a prominent player in the AI and IoT sector, has announced a strategic partnership with Zeroth on June 12, 2026, to enhance the capabilities of smart home robots. This collaboration aims to merge Tuya's advanced AI+IoT ecosystem with Zeroth's robotics expertise, creating intelligent household companions that can adapt to user needs. Traditionally, home service robots have functioned as isolated devices, limiting their integration with other smart home systems. The partnership seeks to overcome this challenge by enabling robots to serve as integrated hubs within connected homes, effectively managing various devices such as lighting, climate control, and security systems. Utilizing Tuya's proprietary Physical AI Engine (PAE), the robots will transform into proactive household managers, enhancing the overall smart living experience. This initiative reflects Tuya's commitment to delivering innovative solutions in the smart device market while addressing the growing demand for more sophisticated home automation.

Serve Robotics (SERV) Expands AI-Powered Robot Delivery Into Laundry Services Through NoScrubs Deal

Serve Robotics Inc. has announced a significant expansion of its AI-powered robot delivery services to include laundry, following a deal with NoScrubs. This partnership, revealed on June 2, 2026, allows Serve Robotics to utilize its fleet of approximately 2,000 autonomous sidewalk robots to pick up and deliver laundry orders in addition to its existing food delivery services. NoScrubs, which operates in seven major metropolitan areas, provides a comprehensive laundry service that includes washing, drying, and folding clothes. The collaboration aims to optimize delivery operations by scheduling laundry pickups and returns during off-peak hours for food deliveries. Orders will be assigned to Serve Robotics based on their availability and storage requirements. This move marks Serve Robotics' entry into a new vertical, with plans to explore further opportunities in grocery, pharmacy, retail, and dry cleaning markets. Despite a 45% decline in its stock value this year, analysts view this as a potential buying opportunity, projecting a 190% increase over the next year. The company continues to focus on expanding its delivery capabilities while serving thousands of restaurants across major cities in the U.S.

Smart Hand valued at $1 billion after 5 months, achieves profit in first quarter; DeepSeek plans to double all departments.

On June 26, 2026, Wuliangye announced the removal of Zeng Zongqin from his position as chairman due to his inability to fulfill his duties. The decision was made during the company's annual shareholder meeting, where a proposal to appoint Deng Min as the new chairman was approved. Zeng's departure, effective immediately, will not affect the company's operations, as he held no shares and had no outstanding commitments. In Yantai, JD Pharmacy has established a new company, JD Pharmacy (Yantai) Co., Ltd., with a registered capital of 100,000 RMB. The company, fully owned by JD Pharmacy (Qingdao) Chain Co., Ltd., will engage in retailing pharmaceuticals and providing medical device services. SpaceX, led by Elon Musk, plans to launch a new Starlink mobile service in the U.S. and develop its own ground mobile network, aiming to compete with major carriers like Verizon, AT&T, and T-Mobile. He Xiaopeng announced on June 25 that XPeng Motors is set to expand globally, with the second-generation VLA model expected to enter international markets by 2027, coinciding with new EU regulations on autonomous driving. Meanwhile, Lingqiao Shou, a company spun off from Zhiyuan Robotics, has achieved a valuation of $1 billion within just five months of its establishment, following significant funding rounds. Beijing Tongrentang Medical and Health Investment Co. plans to raise up to HKD 671.6 million through an IPO in Hong Kong, with shares priced between HKD 5.48 and HKD 6.21, expected to begin trading on July 7. Lastly, DeepSeek announced plans to double its workforce across all departments, while Apple reported a surge in memory demand due to the rapid expansion of AI data centers, presenting challenges for the electronics industry.

Kawasaki Robotics showcases 8-axis Physical AI robot and intelligent automation technologies at Automate 2026

Kawasaki Robotics unveiled its latest advancements in automation technology at the Automate 2026 trade show held in Chicago. The event, which took place recently, highlighted the transformative impact of robotics, artificial intelligence, machine learning, vision systems, and real-time control on industrial automation. A key feature of the showcase was the introduction of the new “RL030N” robot platform, which boasts eight degrees of freedom and is specifically designed for Physical AI applications. This innovation reflects Kawasaki Robotics' commitment to pushing the boundaries of automation and enhancing operational efficiency across various industries.

Goodwood Festival of Speed unveils Future Lab lineup for 2026

The Goodwood Festival of Speed has revealed the exhibitor lineup for its 2026 Future Lab exhibition, which will showcase innovations from companies and research organizations in fields such as robotics, artificial intelligence, quantum computing, healthcare, space exploration, and digital technologies. Scheduled to take place at the heart of the Festival of Speed, the Future Lab aims to draw over 90,000 visitors, highlighting the event's commitment to promoting cutting-edge advancements. This initiative underscores the festival's role as a platform for technological exploration and engagement within the automotive and broader tech communities.

Zhang Yaqin: AI is not a bubble, but AI companies are.

In June, during an interview at the Tsinghua Wuxi Research Institute's Intelligent Industry Innovation Center, Academician Zhang Yaqin discussed the current state of AI investment and entrepreneurship, suggesting a more cautious approach to the rapidly growing sector. Zhang, who founded the Tsinghua University Intelligent Industry Research Institute (AIR) five years ago, noted that while AIR has successfully incubated ten companies with a combined valuation of 150 billion yuan, its primary focus remains on research rather than commercialization. Zhang, a prominent figure in AI and a fellow of the IEEE, likened the current AI investment climate to the internet boom of 1998-1999, emphasizing the importance of sustainable growth and cautioning against the potential for market bubbles. He highlighted the need for new AI algorithms to enhance efficiency and pointed out that while the AI sector holds significant long-term potential, many early-stage companies may face challenges in proving their viability. Every June, AIR hosts the "Taihu Dialogue" in Wuxi, fostering discussions on AI advancements. Zhang expressed concerns about the risks associated with high valuations and the necessity for a focused approach in startups. He emphasized that while funding is crucial, it should not overshadow the importance of developing robust products and technologies. Looking ahead, Zhang identified "physical AI" as a key area for development by 2026 and outlined the challenges of creating robots capable of performing complex tasks in real-world environments. He underscored the importance of collaboration between academia and industry to cultivate talent and drive innovation in AI, while also addressing the ethical and safety risks associated with advanced AI systems.

Video Friday: Give Robots a Hand

IEEE Spectrum robotics has released its latest edition of "Video Friday," showcasing a collection of innovative robotics videos along with a calendar of upcoming robotics events scheduled for 2026. The events include the RSS conference in Sydney from July 13-17, the Summer School on Multi-Robot Systems in Prague from July 29 to August 4, Actuate in San Francisco on August 18-19, and IROS in Pittsburgh from September 27 to October 1. Among the featured videos, Pulkit Agrawal from MIT CSAIL discusses his "SoftMimic" approach to enhancing robot safety around humans. The DARPA Lift Challenge, taking place from August 6-9 at the National Museum of the US Air Force, invites public participation. Notable demonstrations include Agility Robotics' Digit, which showcases advanced footstep planning to navigate obstacles, and DEEP Robotics' aggressive firefighting robot. Additionally, the potential for AI-driven robots to understand whale behavior and communication is explored by Harvard SEAS Professor Stephanie Gil. The edition also highlights discussions with Rodney Brooks, the creator of the Roomba, about the future of robotics. The content aims to engage the robotics community and stimulate interest in technological advancements and their applications.

Orbbec shows AI-powered vision systems at Automate 2026

Orbbec showcased its latest industrial-grade 3D cameras designed for demanding automation environments during the Automate 2026 event. The company emphasized the integration of artificial intelligence to improve robotic perception, highlighting advancements that enable more sophisticated automation solutions. This presentation reflects Orbbec's commitment to addressing the complexities of modern industrial applications, aiming to enhance efficiency and accuracy in robotic systems. The event, which gathered industry leaders and innovators, provided a platform for Orbbec to demonstrate how its technology can meet the evolving needs of automation in various sectors.

AirRob Pro Wins Award for Libiao

Libiao Robotics has achieved recognition in the global material handling and warehouse automation sector by winning the Robot Warehouse System category at the 2026 International Intralogistics and Forklift Truck of the Year (IFOY) Award. This prestigious accolade was presented during the IFOY AWARD Night, held at the company's headquarters. The award underscores Libiao's commitment to innovation and excellence in robotics technology, highlighting its significant contributions to enhancing efficiency in warehouse operations.

Robotaxis drive miles just to get cleaned and charged; this new startup wants to fix that

Aseon Labs, a startup that emerged from Y Combinator's spring 2026 cohort, has successfully secured $10 million in funding. The investment round was led by Crane Venture Partners, among other contributors. This financial boost is aimed at advancing Aseon Labs' innovative projects and expanding its operations in the tech industry. The funding announcement comes as the company seeks to leverage its recent developments and enhance its market presence.

10 Best Workforce Management Software Platforms in 2026

As businesses navigate the complexities of modern workforce management, the need for effective solutions has become increasingly apparent. Organizations are facing challenges such as dispersed teams, fluctuating workloads, and heightened demands for efficiency. In response to these issues, many companies are turning to workforce management software to streamline operations and enhance oversight. By centralizing workforce planning and performance tracking, these tools aim to provide better visibility and consistency in managing employee productivity. The shift towards digital solutions reflects a broader trend of adapting to the evolving landscape of work, where traditional manual planning methods are proving inadequate. As of October 2023, this transition is seen as essential for businesses seeking to maintain competitive advantages in a rapidly changing environment.

Roundtable: We Celebrate Adventure - Sooner, Smaller, and Deeper | 36Kr WAVES 2026 New Wave

In 2026, the investment landscape in China is witnessing a significant shift as artificial intelligence (AI) transitions from a conceptual technology to a mainstream industry force. The WAVES 2026 conference, hosted by 36Kr and AnYun, took place over two days in the Liangcang Creative Park in Panyu, Guangzhou, under the theme "This Summer." The event brought together top investors, industry leaders, and emerging entrepreneurs to explore key sectors such as AI, hard technology, healthcare, and international expansion through 14 in-depth roundtable discussions and numerous independent speeches. Prominent figures in the venture capital sector, including Liu Yuan from ZhenFund, Xu Shi from Shanhang Capital, Lin Haizhuo from Zhuoyuan Asia, and Xu Zhihao from Mingshi Capital, shared insights on the challenges and opportunities in early-stage investments. They discussed the current state of angel investments, which account for only 1.9% of the total equity market, emphasizing the need for a deeper understanding of the evolving technology landscape and the importance of backing resilient founders who can adapt to rapid changes. The conference highlighted the critical role of early-stage investors in identifying promising startups and supporting them through various funding rounds, despite the inherent risks and uncertainties. As the AI revolution continues to unfold, the dialogue among industry experts underscored the necessity of fostering innovation and collaboration to drive China's technological future.

Roboverse Reply Impresses at ELROB 2026 With Intelligent Robotic Systems for Critical Missions

From June 15 to 19, a collaboration between a leading technology company and ELP, a specialist in technical equipment for defusing services, showcased impressive performance at an international event. The demonstration highlighted the reliability of their autonomous solutions in real-world conditions, standing out among a competitive field of participants. This partnership aims to advance the capabilities of defusing technology, emphasizing the importance of effective and dependable solutions in critical situations. The successful demonstration serves to reinforce the company's commitment to innovation and excellence in the field.

Windows 10 free support extension program extended for one more year until October 12, 2027.

Microsoft has quietly updated its support page to announce a one-year extension of the Extended Security Update (ESU) program for Windows 10. Originally set to end in October 2026, general user support will now automatically continue until October 2027. Devices that are already registered will continue to receive security updates until the new deadline of October 12, 2027. This decision aims to provide users with continued protection and support as they transition to newer operating systems.

Forget the score, MWC Shanghai’s humanoid robot penalty shootout put embodied AI to the test

At the Mobile World Congress (MWC) Shanghai 2026, a fully autonomous humanoid robot penalty shootout emerged as the standout attraction, captivating over 10,000 spectators. The event took place over two days at the Shanghai New International Expo Centre, where eight Chinese teams specializing in embodied AI competed in nearly 100 rounds of intense matches. This innovative competition highlighted the advancements in robotics and artificial intelligence, drawing significant attention away from traditional smartphone launches and keynote speeches. The enthusiasm surrounding the event underscores the growing interest in AI technologies and their applications in entertainment and sports.

Kawasaki Heavy and Airbus to team up on anti-submarine drone for Japan

Kawasaki Heavy Industries is collaborating with Airbus to develop anti-submarine drones, aimed at enhancing Japan's maritime defense capabilities. This partnership, announced on June 26, 2026, will focus on equipping the existing Eurodrone with advanced maritime surveillance technology provided by Kawasaki. The initiative is intended to bolster Japan's defense strategy and will be proposed to the country's defense ministry for consideration. The collaboration reflects a growing emphasis on integrating advanced technology into national defense systems, particularly in response to regional security challenges.

OpenAI's updated GPT-5.5 Instant is better at shopping, complex constraints, and understanding user intent  — and it's already in the API

OpenAI has announced an update to its popular language model, GPT-5.5 Instant, which is now the default for free ChatGPT users. The upgrade, revealed on June 24, enhances the model's ability to understand user intent and adapt responses, particularly in complex scenarios like shopping and local recommendations. This update follows the model's initial release in early May 2026, which aimed to address factual inaccuracies and improve conversational quality. The latest version is being rolled out first to paid subscribers, with free users gaining access shortly thereafter. While OpenAI has not provided specific performance benchmarks, the company claims significant improvements in handling multi-part instructions and contextual awareness. This is expected to make ChatGPT more effective for everyday tasks, such as planning trips or comparing products. For developers, the updated model can be accessed through OpenAI's chat-latest API alias, which points to the latest Instant model. However, OpenAI continues to recommend the separate gpt-5.5 model for production use. The update reflects a shift towards more intuitive AI systems capable of better inferring user goals and maintaining context across interactions, marking a significant step forward in generative AI technology.

Tesla and Waymo duel in the robotaxi race — but the company spending the most builds no cars at all

Tesla and Waymo are competing in the rapidly evolving robotaxi market, with Tesla focusing on its own fleet of autonomous vehicles while Waymo continues to expand its ride-hailing services. As of spring 2026, Tesla has deployed approximately 20 driverless Model Y vehicles in Texas cities like Austin, Dallas, and Houston, but its ambitious Cybercab project is still in the early stages of production, with significant revenue not expected until 2027. Meanwhile, Waymo has achieved a notable milestone with half a million weekly rides, highlighting the disparity in progress between the two companies. Investors are increasingly scrutinizing the financial viability of these ventures, as both Tesla and Uber, which is pursuing a different strategy by investing in autonomous technology rather than owning the vehicles, have made substantial commitments to self-driving initiatives. Uber recently invested nearly $500 million in the startup Nuro, aiming to integrate autonomous taxis into its network. This investment is part of a broader strategy that includes partnerships with various companies to deploy thousands of autonomous vehicles in the coming years. As the market evolves, the competition between Tesla's vertically integrated approach and Uber's model of leveraging partnerships raises questions about the future of robotaxis and the potential for profitability in this emerging sector. With both companies facing challenges and delays, the race for dominance in the robotaxi space is far from over.

Tesla Bulls Push Wild Robotaxi Theory, But Gary Black Says The SpaceX Merger Talk Makes No Sense At All

Investor Gary Black of The Future Fund LLC has dismissed claims from Tesla supporters suggesting that CEO Elon Musk is intentionally delaying the rollout of the company's Robotaxi service to facilitate a merger with Space Exploration Technologies Corp (SpaceX). In a post on X on June 25, 2026, Black labeled these theories as "absurd," highlighting the significant dilution that would arise from a stock-for-stock merger given the differing valuations of both companies. He also raised concerns about potential governance issues stemming from such a transaction. Black expressed caution regarding Tesla's future, citing declining earnings estimates and the impending commoditization of autonomous driving technology. His comments come amid heightened scrutiny of Tesla following a recent fatal crash in Texas, which resulted in the death of a 76-year-old woman. The incident has led to a $1 million lawsuit against Tesla, with claims that the vehicle was operating on Autopilot, a notion Musk has denied. The National Highway Traffic Safety Administration and the National Transportation Safety Board are currently investigating the matter.

RoboScience launches Visics, a versatile embodied model for cross-ontology, cross-object, and cross-task applications.

On June 24, RoboScience, a company specializing in embodied intelligence, unveiled its self-developed Visics large model, introducing the innovative VLOA (Vision-Language-Object-Action) architecture. This announcement marks a significant advancement in the field, demonstrating the model's applications in real-world scenarios such as furniture assembly, dexterous grasping, and dynamic assembly lines. The current landscape of embodied intelligence lacks a universally accepted foundational representation unit, which hampers data collection, model learning, and the transfer of knowledge to new contexts. Traditionally, models have focused on replicating specific robotic movements tied to particular tasks, limiting their adaptability to new robots, objects, or environments. Founder and CEO Tian Ye highlighted three major challenges in robotic operations: poor generalization, difficulty in precise manipulation, and cumulative errors in long-range tasks. To address these issues, RoboScience has developed a new foundational representation unit from the ground up. The Visics model employs a dual-engine architecture, consisting of an embodied world model and a universal operation model, each operating independently. The embodied world model utilizes vast amounts of internet video data to learn the physical dynamics of objects, while the operation model translates object trajectories into actionable commands for robots. This layered design enhances the model's generalization capabilities across various robotic platforms and tasks. RoboScience's innovative approach also includes a high-precision simulation engine, RoboMirage, which, combined with automated video data annotation, significantly reduces data acquisition costs. The company aims to build a comprehensive dataset of over 1 terabyte of high-quality manipulation trajectories by 2026. Since its inception, RoboScience has garnered support from multiple investors and established research and production centers in major Chinese cities. The company plans to collaborate with various sectors, including retail and logistics, to standardize robotic products for industrial and commercial applications by the end of this year.

Robotic Process Automation in 2026: A Buyer’s Guide for Procurement Teams

Over the past decade, the landscape of Robotic Process Automation (RPA) has evolved significantly. Initially characterized by basic screen-scraping bots that mimicked human interactions with legacy desktop applications, the technology has now advanced to include both attended and unattended bots. These modern bots are capable of managing user interface tasks within various enterprise systems such as ERP and CRM platforms, as well as billing tools that organizations are reluctant to phase out. As of October 2023, RPA has shifted towards an API-first approach, enabling more sophisticated orchestration that directly integrates with cloud services at various integration points. This transformation reflects the growing demand for automation solutions that enhance efficiency and streamline operations across industries. The shift not only highlights the technological advancements in RPA but also underscores the necessity for businesses to adapt to changing digital landscapes in order to remain competitive.

Roundtable: When Will Robots Enter Real Scenarios Amid Widespread Bubble Awareness?

In 2026, the investment landscape in China is witnessing a significant shift as artificial intelligence (AI) transitions from a conceptual technology to a driving force in various industries. The WAVES 2026 conference, hosted by 36Kr and AnYun, took place in Guangzhou's Panyu district, bringing together top investors, industry leaders, and emerging entrepreneurs to explore the evolving landscape of AI, hard technology, and healthcare through 14 in-depth roundtable discussions and numerous independent speeches. Prominent figures in the field, including CEOs and CTOs from leading tech companies, gathered to discuss the potential of embodied intelligence—a rapidly growing sector attracting substantial investment. The discussions highlighted the challenges and opportunities within this domain, particularly regarding the commercialization of robotics and AI technologies. Participants shared insights on the current state of the market, with some companies already generating revenue through innovative applications of AI in various sectors. However, concerns about market bubbles and the sustainability of investments were also raised, emphasizing the need for a deeper understanding of the underlying business models and real-world applications. As the conference concluded, the consensus among attendees was that while the industry is still in its infancy, the potential for growth and innovation remains vast, driven by a new generation of entrepreneurs eager to redefine the future of technology in China.

AGRIST partners with Microsoft to tackle global food challenges using AI harvesting robots in advanced agricultural applications.

AGRIST Corporation, based in Shintomi Town, Miyazaki Prefecture, showcased its innovative use of physical AI in smart agriculture at the Microsoft AI Co-Innovation Lab KOBE annual event. The event took place on June 10, 2026, at the Kobe Asahi Hall. AGRIST's presentation highlighted advanced examples of how artificial intelligence can enhance agricultural practices, demonstrating the company's commitment to integrating cutting-edge technology into farming. This initiative aims to improve efficiency and productivity in the agricultural sector, reflecting a broader trend towards modernization in farming techniques.

Qualcomm vs. Nvidia and drones vs. dogs

Qualcomm has made significant strides in the semiconductor industry, unveiling its ambitious data center chip roadmap during its annual investor day in New York on June 25, 2026. CEO Cristiano Amon highlighted the company's new AI accelerator platform and innovative chip architecture known as high-bandwidth compute (HBC), which aims to enhance AI processing by reducing data travel distances and energy consumption. This announcement comes amid a busy day for the tech sector, where Nvidia's CEO Jensen Huang reaffirmed the long-term demand for AI infrastructure, and Micron reported strong earnings, alleviating investor concerns about a potential "AI bubble." Qualcomm's focus on the China market is particularly noteworthy, as the country accounted for 46% of its revenue in 2025. Amon indicated that the company is designing chips tailored for Chinese customers while adhering to U.S. export controls. This strategic move aims to leverage Qualcomm's existing relationships with Chinese smartphone manufacturers to expand its data center business. Meanwhile, Nvidia's AI chips have seen a dramatic price increase in China's black market, driven by strong demand and U.S. export restrictions. The price of Nvidia's flagship DGX B300 server has surged to over 8 million yuan ($1.1 million), reflecting the ongoing challenges in accessing these sought-after technologies. In a separate development, Australian farmers are increasingly turning to drones and AI technologies for livestock management, potentially replacing traditional herding dogs. This shift highlights the evolving landscape of agricultural practices as new generations of farmers adopt innovative solutions to enhance efficiency in managing livestock.

AGIBOT Brings APC 2026 to Thailand, Building a Professional Partner Ecosystem to Accelerate Local Deployment of Embodied AI

AGIBOT has officially launched the AGIBOT Partner Conference 2026 in Thailand, aiming to create a professional partner ecosystem that will expedite the integration of embodied AI and humanoid robots in various sectors. This initiative, in collaboration with VST ECS (Thailand), represents a pivotal step in AGIBOT's dedication to boosting local technological engagement and productivity through cutting-edge AI solutions. The conference serves as a platform for industry leaders to discuss advancements and foster partnerships that will drive innovation in the region.

Ant-backed DSC debuts on Nasdaq, marking China's first cross-border IPO of 2026.

DSC Holdings, a Chinese provider of used-car dealer solutions, successfully raised $51 million in its initial public offering on Nasdaq, marking a significant milestone as the first cross-border IPO from China in 2026. This event occurred on June 26, 2026, after the China Securities Regulatory Commission approved the company's IPO application, which had been pending for over two years. The approval reflects a notable easing of regulatory hurdles for Chinese companies seeking to list abroad, as DSC navigated the complexities of Beijing's stringent oversight. The successful listing underscores a renewed interest in cross-border investments and signals potential opportunities for other Chinese firms aiming to access international capital markets.

Major American deep-sea expedition delivers 4,059 samples across 53 survey sites

American Ocean Minerals Corporation (AOMC) has successfully completed a significant deep-sea environmental research initiative aimed at assessing the impact of mineral extraction on marine ecosystems. The project, which took place over the past several months, focused on various locations in the Pacific Ocean known for their rich mineral deposits. This research is part of AOMC's broader commitment to sustainable practices in the mining industry, driven by the increasing demand for critical minerals used in technology and renewable energy solutions. By conducting thorough environmental assessments, AOMC seeks to ensure that its operations do not adversely affect marine life or habitats. The findings from this extensive study will inform future mining practices and regulatory compliance, as the company aims to balance economic development with environmental stewardship. AOMC plans to share the results with stakeholders and the scientific community to foster transparency and collaboration in the pursuit of responsible ocean resource management.

Techman Robot Empowers Manufacturers Moving to the US with Zero-Downtime AI Solutions at Automate 2026

Techman Robot unveiled its advanced AI automation solutions at the Automate 2026 exhibition, aimed at assisting global manufacturers in enhancing their operations in the United States. The event took place recently, highlighting the company's commitment to addressing the challenges faced by manufacturers. The showcased technologies emphasize rapid deployment and standardized quality control, which are crucial for businesses looking to streamline their processes. Additionally, these solutions aim to eliminate the "Hidden Cost Trap" often associated with traditional automation methods, providing manufacturers with a more efficient and cost-effective approach to automation.

DexRobot Unveils Full Dexterous Hand Series and New DexTele Teleoperation System at Automate 2026

At this year's exhibition, a dedicated Humanoid Robot Pavilion highlights the increasing emphasis on AI-driven industrial automation. This event serves as a prime platform for DexRobot to showcase its latest advancements in robotic manipulation and high-fidelity data acquisition. The demonstration aims to illustrate how these technologies are not only becoming practical and affordable but also ready for real-world application. The focus on integrating AI into industrial processes underscores the growing trend of automation in various sectors, reflecting the industry's commitment to innovation and efficiency.

Roundtable Discussion: Hey? AI! This Month, This Year, and Next Five Years of AI | 36Kr WAVES 2026 New Wave

In 2026, the investment landscape in China is witnessing a significant transformation as artificial intelligence (AI) evolves from a mere technical concept to a driving force in various industries. The WAVES 2026 conference, organized by 36Kr and AnYun, took place in Guangzhou's Panyu district, gathering top investors, industry leaders, and emerging entrepreneurs to explore the implications of AI and hard technology on the future of innovation. Over two days, the event featured 14 in-depth roundtable discussions and numerous independent presentations, focusing on key sectors such as AI, hard technology, international expansion, and healthcare. During the conference, industry experts discussed the rapid pace of AI development, highlighting how companies are now experiencing frequent valuation updates and financing rounds. Investors shared insights on the changing dynamics of funding, with many companies securing multiple rounds of financing within months, a stark contrast to previous trends. The conversation also touched on the implications of regulatory challenges, particularly concerning AI models and their accessibility. Participants emphasized the importance of stability and reliability in AI applications, as well as the need for a deep understanding of specific industries to successfully implement AI solutions. The discussions underscored a growing interest in physical AI applications, with expectations for commercialization in sectors like pharmaceuticals and materials science within the next few years. As the AI landscape continues to evolve, investors are increasingly focused on identifying unique opportunities and fostering innovative solutions that address real-world challenges.