Agility Robotics#75
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Agility Robotics builds Digit, a bipedal humanoid robot deployed in warehouses and logistics facilities. A spin-out of Oregon State University, it was the first company to put humanoids into live commercial operations.
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For robotics companies, I have a favorable view on Unitree and Agility Robotics, two humanoid players. And I have largest concentration in Agility Robotics, since I personally prefer US humanoid players. For upstream component exposure, I currently own: - Harmonic Drive (6324) given high content BOM on things like harmonic reduction gear. - Vishay Precision for sensors and a possible candidate for Telsa Optimus. LeaderDrive (688017) and Schaeffler I have favorable views on but don't own personally. Many of the other AI DC players, I have indirect exposure to robotics like memory. Don't recommend anyone to copy, just sharing personal positions/thoughts. Humanoid sector is large, and as seen with Goldman Sachs report that "Korean companies will command a 30% direct and indirect share of global humanoid robot production". Lot of players out there globally. This was an older report but just linking it again since you see all of them pop up in GS institutional reports + what they cover. Agility Robotics is my personal favorite as of now.
A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Palantir $PLTR and Nvidia $NVDA expanded their partnership to deliver sovereign AI for the U.S. government and critical infrastructure. The partnership combines Nvidia AI infrastructure and Nemotron models with Palantir’s platforms, allowing agencies to deploy models on proprietary data. Palantir CEO Alex Karp said: “Combining Palantir infrastructure with NVIDIA’s AI and Nemotron models will allow the U.S. government to unleash the full power of LLMs while removing the underlying security risks and rational concerns around proprietary insights migrating into the weights of closed models." 2. Rocket Lab $RKLB announced a definitive agreement to acquire Iridium $IRDM for $54/share in a cash-and-stock deal, implying an enterprise value of roughly $8B. This is a major move because it pushes Rocket Lab beyond space infrastructure and deeper into vertically integrated space communications with recurring, high-margin subscription revenue. Iridium adds a global satellite network, accelerates direct-to-device and space connectivity, and gives Rocket Lab the ability to design, build, launch, operate, and now monetize satellites through long-term communications services. 3. Robinhood $HOOD continues to show strong product momentum. Vlad Tenev, CEO, shared that Robinhood Banking has surpassed $3B in deposits and 200K customers, up from $1.6B and 110K at the end of March. Agentic trading has also seen 50K+ customers open accounts in its first few weeks, with millions of dollars traded daily across equities and options. Robinhood now has 50K+ funded custodial accounts just three months after launch, while 855K+ customers received allocation in the SpaceX IPO through IPO Access. 4. Hedge funds sold the most U.S. information technology equities in the week ending June 25 since Goldman’s data began in 2016, even more than during the August 2024 Nasdaq correction. Overall, hedge funds sold the most U.S. equities since the April 2025 “Liberation Day” selloff. Magnificent 7 exposure has also fallen to 14.5% of total U.S. hedge fund exposure, near a 3-year low, after dropping 7 percentage points since the start of 2026, the biggest six-month decline since the 2022 bear market. 5. Agility Robotics is going public via Churchill Capital Corp XI $CCXI in a deal valuing the humanoid robotics company at $2.5B pre-money. The transaction is expected to raise $620M+, including a $200M PIPE led by Foxconn, with the combined company set to trade as $AGLT. Agility says it has $300M+ in multi-year orders for its Digit v5 robot, with backers including Nvidia, Amazon, SoftBank, and Foxconn. 6. Google $GOOGL has reportedly capped Meta’s $META use of Gemini AI models due to computing capacity constraints, per Financial Times. The limits have affected some of Meta’s internal projects, with staff told to use AI tokens more efficiently. Meta had been using Gemini to automate safety workflows, but is now leaning more on its own Muse Spark model to reduce reliance on external AI models. 7. Micron $MU is now a top 10 holding in the S&P 500 with a 1.9% weighting, reflecting just how important memory has become in the AI trade. Meanwhile, Nvidia $NVDA has fallen from closer to 8.5% of the index to 6.99%, while Apple $AAPL has dropped from around 7.5% to 6.18%. 8. Anthropic reportedly renegotiated part of its Amazon deal, shifting Claude pricing from compute hours to token-based usage starting next year, per The Information. The change could raise $AMZN’s costs for using Claude across products like Alexa for Shopping, Kiro, and Quick. Amazon is now reportedly evaluating OpenAI and its own Nova models to reduce reliance on Anthropic. 9. The top 10 most active options today by contracts traded were $TSLA with 3.8M contracts, $NVDA with 2.9M contracts, $AMZN with 1.4M contracts, $AAPL with 1.1M contracts, $MSFT with 931K contracts, $MU with 767K contracts, $SPCX with 617K contracts, $INTC with 598K contracts, $MSTR with 533K contracts, and $GOOGL with 489K contracts. 10. ByteDance is targeting early next year to finalize the design of its next-gen in-house CPU for AI infrastructure, per SCMP. Mass production and broader deployment are expected in H2 2027, as ByteDance looks to support AI workloads across Doubao, Seedance, and other internal platforms. Qualcomm $QCOM is reportedly helping with development and foundry capacity. 11. South Korea unveiled a massive $576B+ AI and chip investment push, with Samsung and SK Hynix expected to invest around $518B. Suppliers will build two new chip fab sites each in southwest Korea, while the broader plan includes a $52.7B chip packaging cluster and a goal to double DRAM output within five years. 12. U.S. online spending across all retailers hit $26.4B during Amazon $AMZN Prime Day, topping Adobe’s $26.3B estimate. Spending rose 9.3% YoY, while BNPL accounted for 6.6% of orders. However, Numerator said average household spending on Amazon fell 8.3% to $143. WALL STREET IS THE GREATEST SHOW ON EARTH.
Yep! Agility Robotics is currently my favorite humanoid/robotics position. They're set to be listed on NASDAQ via $CCXI as early as September (per Digitimes). Just for informational purposes: Their V4 humanoid robot is already operating in sites like Amazon. And have V5 slated for mass production next year (they have a 10,000+ /year capacity). Investors include Foxconn, $NVDA, $AMZN, Softbank, and now Serenity. I've been personally waiting for humanoid exposure for awhile (Agility is set to be the first US pure-play listed one) to the point I was actually planning on investing in Unitree's IPO. But I'm glad now I personally have a compelling alternative now since I prefer to invest capital to build up Made in America supply chains (75% of their components are US-sourced from investor desks). There are risks assigned to SPACs such as listing delays, or cancellation. But excited to see what happens next with developments. I do hope this encourages other frontier companies to go public early on.
Mercado Libre $MELI today announced a commercial agreement with Agility Robotics, creator of the leading humanoid robot Digit. This partnership will integrate Agility Robotics’ revolutionary Digit humanoid robot into Mercado Libre’s facility in San Antonio, Texas. Digit will initially focus on tasks that support commerce fulfillment, with the companies planning to explore additional use cases where AI-powered humanoids can augment logistics operations across Mercado Libre’s warehouses in Latin America. Additionally, the collaboration aims to explore how automating tasks that are difficult to recruit for, especially those that are highly repetitive and physically taxing, could increase ergonomic safety for Mercado Libre team members, reduce labor gaps, and increase productivity — ultimately freeing employees to perform more value-added work.
humanoid funding in 2025: → $1.4 billion for Skild AI in January 2026 → $1 billion Series C for Figure AI → $600 million Series B for Physical Intelligence → $453 million in Series A for Galaxy Bot → $403 million in Series A for Apptronik → $400 million for Agility Robotics → $200 million for Leju Robotics → $123 million in Series B for Neura Robotics → $109 million in Series E for Fourier Intelligence let's go back to this in a year, and compare
JUST IN: NVIDIA just announced Halos for Robotics, the industry's first full-stack safety system for Physical AI. And it's built on 18,600+ engineering years of autonomous vehicle safety development. This is a big deal. Here's why. Humanoid robots are about to operate alongside humans on real factory floors. In warehouses. In logistics operations. The single biggest barrier to that happening at scale is not capability, it's safety certification. How do you prove a robot is safe enough to work next to a person? Halos for Robotics spans every layer of the stack: → NVIDIA IGX Thor, industrial-grade AI compute with built-in safety capabilities → Halos OS, full software stack for robotics safety functions → Outside-In Safety Blueprint, external cameras and AI agents that dynamically control robot behaviour in real time → NVIDIA Halos AI Systems Inspection Lab, the world's first ANAB-accredited programme for functional and AI safety for physical AI Agility Robotics is the first adopter, integrating Halos directly into Digit, its humanoid already deployed with Amazon, GXO, Schaeffler and Toyota. The certification bodies involved read like a who's who of industrial safety, TÜV Rheinland, TÜV SÜD, UL Solutions, SGS and more. Over 40 companies in the ecosystem already. First it did it for AI. Then for autonomous vehicles. Now for robotics. Whoever owns the safety infrastructure layer owns the keys to humanoid deployment at scale. @NVIDIARobotics ~~ ♻️ Join the weekly robotics newsletter, and never miss any news → https://t.co/GoA3ZuwoPB
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