HOW THIS PRIMER IS ORGANIZED

Four parts: concepts, robots, people, reference.

Each robot has its own section: the photo first, then the details.

Part A: Concepts

The hybrid workforce, robot types, technology, where robots work, suppliers, operations, ROI and safety. A1 to A6. Read first for the big picture.

Part B: The robots

An index of 22 robots, then one section per robot: photo, specs, how it works, proof and economics. R01 to R22. Use for a specific robot.

Part C: The people

Roles, supply, wages, full labor cost, hiring, multi-site management and working beside robots. C1 and C2. Human in the lead, robots in the loop.

Images and reference

More robots: further robots, with photos. Reference: makers directory, glossary, key numbers, organizations and photo rights. Look-up and reference.

22Robots with a deep dive (Part B)
43Photos, each linked to the maker
6Concept areas in Part A

Robot sections are numbered R01 to R22. People sections are C1 and C2. Use the contents panel and the robot index to jump to a section.

PHYSICAL AI AT A GLANCE

Ten facts that frame the robot industry.

The essentials a decision-maker needs before any conversation about robots on site.

01

Factories lead, sites follow

IFR counted 542,000 industrial robot installs in 2024; construction robots are far earlier.

02

Service robots are growing

About 250,000 professional service robots shipped in 2025, up 24% (IFR, Sep 2026).

03

Humanoids are early

About 7,000 full-size humanoids sold in 2025 (IFR); most are pilots and research units.

04

Forecasts run ahead of fact

TrendForce expects 50,000+ humanoid shipments in 2026; company targets often slip.

05

Task robots are commercial

Layout printing, overhead drilling, rebar tying and inspection patrols are in paid use.

06

Data center proof is thin

ANYmal began rounds at a Zurich site in 2022 (2023 vendor case study); no humanoid data center use is documented.

07

Prices span 30x across classes

Cheapest listed humanoid: about $13,500 (Unitree G1, single source). A rebar-tying robot: about $425K+.

08

Makers can be fragile

FBR reported A$28k cash at Jun 30, 2026; ICON cut about 25% of staff in 2025.

09

Labor is the constraint

ABC says the U.S. needs about 349,000 net new construction workers in 2026.

10

Humans stay in the lead

Robots take repetitive tasks; skilled people supervise, handle exceptions and sign off.

A1.1THE HYBRID WORKFORCE THESIS

People lead the work; robots handle defined tasks.

"Human in the lead, robots in the loop" is the operating model used throughout this primer.

87%of AGC firms have hourly craft openings (2026)
51%of AGC firms expect AI and robotics to help within five years
41US robot-related fatalities found by NIOSH, 1992-2017
Noneindependent worker-plus-robot multiplier found on live sites

Definition

Human in the lead, robots in the loop means people hold authority over the work. They plan it, assign it, supervise it and own safety and quality decisions. Robots execute defined, repeatable tasks inside that plan, and hand unusual cases back to a trained person.

It is a division of labor, not a claim that robots replace a trade. Autonomy levels range from teleoperated to fully autonomous in defined tasks.

Who does what
AuthorityPeople set scope, sequence and the quality bar.
ExecutionRobots perform defined tasks such as layout, drilling and inspection.
ExceptionsRobots hand off unusual cases to a trained person.
SafetyPeople control access and hold stop-work authority.
Sign-offLicensed trades and managers approve code-governed work.

AGC (2026): "Technology is unlikely to eliminate the industry's need for people." A Meta spokesperson, as reported in Aug 2026: "We need more workers, not fewer." OSHA notes many robot accidents occur in non-routine work such as setup and maintenance.

A1.2HOW PEOPLE AND ROBOTS SHARE WORK

Eight ways people and robots share work.

A working taxonomy by who holds authority and where the person stands. Construction today sits in the middle rows.

ModeHuman roleRobot roleField example
CagedStays outside the cell; enters under lockoutFull-speed repetitive work behind guardingClassic factory cells
CoexistenceShares the building, not the taskAutonomous, zoned or time-separatedAmazon drive units move shelves to edge stations
CooperationSame area, sequential tasksDoes the step before or after the personDigit moves totes to a human-run line (GXO, Toyota Canada)
Shared taskHands-on with the robotResponds to human motion and forceLocus: associates pick, robots carry (vendor claim)
Operator-directedDirects from a tablet or remote; does touch-upDoes the bulk repetitive workCanvas drywall finishing; Hilti Jaibot drilling
Supervised autonomySets the job, monitors, resolves exceptionsRuns the mission on its ownDusty layout from a BIM file; Spot site rounds
TeleoperationTakes control for exceptions or whole tasksExecutes motion; may be fully human-drivenDelivery robots; many humanoid uses (IFR)
Fleet supervisionOne person oversees many robotsFleets coordinate themselvesAmazon DeepFleet; Locus fleets of 10 to 1,000+ (vendor claim)

In construction, most deployed systems are operator-directed or supervised autonomy. No signed US construction labor-management robotics agreement was found (as of Oct 2026).

A1.3VOCABULARY

Fourteen terms cover most of the robot talk.

Working definitions used throughout this primer. Autonomy is a spectrum, so most terms describe a type of machine, not a fixed ability.

TermMeaning
AGVAutomated guided vehicle. Follows fixed infrastructure such as buried wire, magnets, reflectors or lasers.
AMRAutonomous mobile robot. Navigates by natural features, with no added floor infrastructure. Vendors blur AGV and AMR.
Autonomous machineHeavy equipment (excavator, dozer, haul truck) retrofitted or built to run with little or no operator on board.
CobotRobot designed for close-range work with people. Safety comes from limited force and speed, or sensors; judged per application.
Embodied AIAI with a body that senses and acts in the real world in real time. Often used interchangeably with physical AI.
HumanoidRobot shaped like a human body, usually torso, head, two arms and two legs. IFR counts "full-size" as above 55 in (140 cm).
Industrial robotAutomated, programmable machine, typically an arm, that moves on three or more axes. Usually fenced or zoned.
Physical AIIndustry term for AI models that perceive, reason and act in the physical world. No standard definition exists.
QuadrupedFour-legged mobile robot, such as Boston Dynamics Spot, ANYbotics ANYmal or Unitree models.
RaaSRobot-as-a-service. Subscription or per-use pricing instead of purchase. IFR calls it dominant in the US for service robots.
RobotProgrammed, actuated machine with some autonomy that moves, manipulates or positions (working definition, based on ISO 8373).
Service robotRobot doing useful tasks for people outside industrial automation. Professional (commercial) or personal.
Supervised autonomyRobot executes the task; a human approves it and handles exceptions. Common mode for retrofit heavy equipment.
Teleoperated robotRobot commanded by a remote human in real time. Also used to collect training data for autonomy.
A1.4WHY NOW

Four forces are pulling robots into the field.

Labor, capital, AI models and hardware cost all moved at once since 2023.

Labor

439,000

Data center construction worker shortfall (ITIF, secondary). Unverified against ITIF. ABC puts net new US construction workers needed in 2026 at 349,000. AGC 2022 survey (as cited, secondary): 89% of firms could not hire. BLS: 534,100 construction equipment operators, with 4% growth projected for 2025-35. No large pool of new entrants.

Capital and exits

$18.8B

Robotics startup funding in 2026 to date. Record $15B in 2025; prior peak $14.1B in 2021 (Crunchbase). Includes defense and maritime. Dealroom: $8.7B of humanoid VC in 2026, two-thirds to Chinese firms. Unitree IPO (Aug 2026); Agility SPAC deal announced (Jun 2026).

Models and compute

11 hours

To generate data equal to 6,500 hours of demonstrations. NVIDIA GR00T Blueprint synthetic data (vendor claim). Gemini Robotics 2 followed in Aug 2026. NVIDIA GR00T N1.6 (Jan 2026); Figure Helix 02 (vendor claim). Jetson AGX Thor developer kit from $3,499 (Aug 2025).

Hardware cost

40%

One-year fall in humanoid unit cost (Goldman, 2024). Cost range $30,000-$150,000, down from $50,000-$250,000. Analysts had expected 15-20%.

Counterpoint: the lowest-priced humanoid listed (Unitree G1) is near $13,500 (single source), while Agility's Digit 5 bill of materials is about $150,000 (reported). Cost depends on class.

A1.5TIMELINE

From one factory arm in 1961 to humanoids in 2026.

Only dated, verified milestones. Each step widened where robots can work.

First Unimate arm

Installed on a GM line in Ewing, NJ. Devol filed the patent in 1954; granted June 1961.

Cobot concept patented

Colgate and Peshkin patent robots meant to share space with people.

Roomba launched

A mass-market robot: 1 million sold by 2004, over 30 million by 2020.

Amazon buys Kiva

Pays $775M. Its fleet passed 1 million robots in July 2025.

Spot goes on sale

Legged robots become a product at $74,500, four years after the 2016 unveiling.

Tesla announces Optimus

A plan, not a product: no outside sales reported by Aug 2026.

Electric Atlas replaces hydraulic

Hydraulic Atlas retired in April. GXO signs a Digit RaaS deal in June (pilot from late 2023).

Humanoids reach production

Production Atlas shown at CES in January; Unitree lists in Shanghai in August.

A1.6TAXONOMY BY FUNCTION

Ten jobs cover what robots do on site today.

Grouped by the work performed, with typical examples and the maturity label for each group (as of Oct 2026).

FunctionTypical robotsTypical sitesStatus today
Material handlingAMRs, AGVs, forklift AGVs, tuggers, truck unloadersWarehouses, factories, laydown yardsScaled
Welding and assemblyIndustrial arms and cobotsFactories, prefab shopsScaled
Picking and sortationArm plus vision systemsFulfillment centersCommercial
Cleaning and securityFloor scrubbers, wheeled and legged patrol robotsWarehouses, campuses, data centersCommercial
Inspection and monitoringQuadrupeds, drones, wall crawlersPlants, vessels, data center hallsCommercial
Layout and markingLayout-printing robots (Dusty, Rugged)Construction floorsCommercial (Dusty); early (Rugged)
Drilling and anchoringCeiling-drilling robots (Hilti Jaibot)Construction MEP workCommercial (Jaibot)
Earthmoving and pilingAutonomous excavators, haulers, pile drivers (Built RPD 35)Civil, solar and large sitesEarly commercial
Finishing and rebarDrywall and wall robots (Canvas, Okibo); rebar tyers (TyBOT)Interiors, bridge decksEarly; TyBOT commercial
General manipulationHumanoids and mobile manipulatorsPilots across many sitesPilot
A1.7TAXONOMY BY FORM FACTOR

Form factor decides where a robot can go.

Four families, from fixed arms to heavy equipment. Mobility sets the site preparation each one needs.

Fixed arms and gantries

Industrial arms: 542,000 installed in 2024. Cobots: 7,212 ordered in North America in 2025. Cobots were 19.6% of North American units. Gantries: 3D printers, bridge-deck rebar tyers. Suited to fenced or zoned, repeatable work.

Wheeled and tracked

AGVs follow wire or magnets; AMRs use natural features. Layout and finishing robots roll on a finished slab. Mobile manipulators: arm on a mobile base. Stretch moves boxes up to 50 lb (23 kg). Suited to flat, mapped floors.

Legged

Quadrupeds: Spot 74.5 lb (33.8 kg), ANYmal D 110 lb (50 kg). Humanoids: Atlas 198 lb (90 kg), Figure 03 134 lb (61 kg). Bipedal or wheeled-base designs. IFR: about 7,000 full-size humanoids sold in 2025. Reach stairs and uneven ground; short runtimes.

Heavy and aerial

Autonomy kits on excavators, dozers, haul trucks. Pile driver: Built RPD 35, 34,000 lb max payload. Drones: Skydio X10, DJI Matrice 350 RTK. Exoskeletons: Hilti EXO-O1, Ottobock Paexo. Demolition: Brokk 200, 4,630 lb (2,100 kg).

Rodney Brooks expects the "humanoid" label to persist even as designs drift toward wheels and varied grippers (Sept 2025).

A1.8SIZE AND WEIGHT CLASSES

Size sets the site rules: Light, Medium or Heavy.

Class follows the task and the site rules, not weight alone. Examples show published specs (vendor figures).

74.5-110 lbLight examples, Spot to ANYmal D
134-1,200 lbMedium examples, Figure 03 to Canvas
5,000-34,000 lbHeavy examples: machine weight or payload
Light: roll or walk on a slabSpecs
Spot74.5 lb (33.8 kg); payload up to 30.9 lb (14 kg)
ANYmal D110 lb (50 kg); nominal payload 22 lb (10 kg)
RuntimeAbout 90 minutes; docks needed along the route
Layout robotsDusty, Rugged: weight not publicly disclosed
Medium: humanoids, finishing, rebarSpecs
Apollo160 lb (73 kg); payload 55 lb (25 kg)
Figure 03134 lb (61 kg); payload 44 lb (20 kg)
Atlas198 lb (90 kg); payload up to 110 lb (50 kg)
Okibo EG7800 lb (363 kg); 27 in wide, fits doorways
Canvas 1200CX1,200 lb (544 kg); finishes to 12 ft
Heavy: excavators, haulers, printersSpecs
ICON Vulcan9,500 lb printer; up to 10.5-12 ft tall (sources differ)
Built RPD 35Carries up to 224 piles; 34,000 lb max payload
IronBOTPlaces rebar bundles up to 5,000 lb
Hadrian X105 ft (32 m) boom; blocks up to 99 lb (45 kg)

Okibo's 800 lb finishing robot is Medium; a 74.5 lb quadruped is Light. Brooks advises staying 10 ft (3 m) from a full-size walking robot (opinion, not a rule).

A1.9AUTONOMY LEVELS

Autonomy is a ladder of five levels, not a switch.

The same robot can run at different levels by task. Level names are fixed across this primer.

  1. Level 1: Teleoperated

    A remote human commands each move in real time. Also used to gather training data.

  2. Level 2: Assisted

    Human leads; the machine guides or automates a step. Example: Hilti Jaibot drilling.

  3. Level 3: Supervised autonomy

    Robot runs the task; a human approves it and handles exceptions. Examples: Built, Teleo, Spot.

  4. Level 4: Autonomous in defined tasks

    No operator inside a set domain. Examples: warehouse AMRs; mining haul trucks (Cat Command, Komatsu FrontRunner).

  5. Level 5: Fully autonomous

    Open-ended work with no human help. No example found in public sources (Oct 2026).

How the levels relate to published scales

  • A construction scale from Morikawa and Otsuki (ISARC 2020) runs Level 0 manual to Level 5 automatic. It is a trial draft, not a standard.
  • It follows the SAE J3016 driving levels. No ISO standard for construction autonomy levels was found.
  • ISO 17757 addresses the safety of autonomous earthmoving and mining machine systems; it is not a level scale.
  • Many humanoid demos run on teleoperation or fixed paths (Robotics Summit, May 2026); IFR notes many applications rely on remote operation.
  • Targeted, not confirmed: Bedrock Robotics aims for operator-out excavators; no named customer deployment was found (Oct 2026).

Rule used in this primer: label each deployment by the level it runs at today, not by the level a vendor targets.

A1.10ROBOT FAMILIES BY WORK ENVIRONMENT

Maturity differs sharply by robot family and site.

Primer assessment from deployments found in public sources. Darker means more mature use (as of Oct 2026).

Robot familyData centerConstructionFactoryWarehouseMining, energy
Industrial arms and cobotsNone foundPilotComm.Comm.None found
AMRs and AGVsPilotPilotComm.Comm.Pilot
QuadrupedsPilotEarlyEarlyPilotComm.
Drones and crawlersNone foundEarlyEarlyNone foundComm.
Autonomous heavy equipmentNone foundEarlyNone foundNone foundComm.
Layout, drilling, finishingPilotEarlyNone foundNone foundNone found
3D printing and masonryNone foundEarlyNone foundNone foundNone found
HumanoidsNone foundNone foundPilotEarlyNone found
Cabling and remote handsPilotNone foundNone foundNone foundNone found

Legend: None found; Pilot; Early comm. (shown as Early); Commercial (shown as Comm.).

No public data center deployment of humanoids found (as of Oct 2026). The one long-running data center reference is a single ANYmal inspection site. Mining haulage autonomy has hauled over 3 billion tonnes (Cat, 2021).

A1.11MATURITY MAP OF FEATURED ROBOTS

Only 6 of 20 featured robots rate Commercial.

Class and maturity for each robot profiled (as of Oct 2026); primer assessment. Where weight is not disclosed, class follows task and site rules.

RobotClassMaturity
ANYbotics ANYmal DLightCommercial
Boston Dynamics SpotLightCommercial
Dusty FieldPrinterLightCommercial
Hilti JaibotLightCommercial
Rugged Robotics Mark1LightEarly commercial
Gecko RoboticsLightCommercial
Raise RoboticsLightPilot
Agility DigitMediumEarly commercial
Figure 03MediumPilot
Apptronik ApolloMediumPilot

Light and first Medium robots

RobotClassMaturity
Boston Dynamics AtlasMediumPilot
Tesla OptimusMediumResearch
Canvas drywall robotMediumEarly commercial
Okibo EG7MediumEarly commercial
TyBOT / IronBOTHeavyCommercial
Built Robotics RPD 35HeavyEarly commercial
Bedrock RoboticsHeavyPilot
Teleo kitsHeavyEarly commercial
ICON Vulcan / TitanHeavyEarly commercial
FBR Hadrian XHeavyPilot (cash-stressed)

Medium and Heavy robots

A1.12MARKET SIZE AND ADOPTION

China installed 54% of the world's robots in 2024.

Industrial robots dominate unit counts; service robots and humanoids are growing from a far smaller base.

542,000industrial robots installed in 2024, 2x ten years ago
4.66Moperating stock, up 9%
34,200US installs in 2024, down 9%
~250,000professional service robots shipped in 2025

Industrial robot installs, 2024 (units)

China295,000
Japan44,500
United States34,200
Korea30,600
Germany26,982
India9,100
UK2,500

Service and humanoid robots

  • Professional service robots: almost 250,000 shipped in 2025, +24% (IFR, Sep 2026).
  • Transport and logistics: 117,500 units, 47% of the total.
  • About 7,000 full-size humanoids sold in 2025.
  • Industrial forecast: about 575,000 in 2025; above 700,000 a year by 2028.
  • The 2024 logistics base (102,900) appears restated; IFR does not explain why.
A1.13MONEY FLOWS

Record funding sits beside visible financial stress.

Valuation is not funding raised: figures below are as reported, and several are unconfirmed or differ by source.

$15Brobotics startup funding, 2025 (record)
$18.8B2026 to date; 2021 peak was $14.1B
$8.7Bhumanoid VC in 2026, two-thirds to China
CompanyEventAmount, value
Figure AISeries C, Sep 2025>$1B at $39B value
Skild AISeries C, Jan 2026$1.4B at >$14B
ApptronikExtension, Feb 2026$520M; >$935M total
Dogotix (XPeng)Round, Aug 2026>$900M, ~$5B pre-money
Neura RoboticsSeries C, 2026Up to $1.4B (sources differ)
UnitreeSTAR IPO, Aug 2026~$900M raised
AgilitySPAC, Jun 2026 (pending)$620M+ expected; $2.5B pre-money
Physical IntelligenceTalks, Mar 2026~$1B at >$11B (unconfirmed)

Money in (as reported)

CompanyEventDetail
iRobotChapter 11, Dec 2025Amazon deal ended Jan 2024
Rethink RoboticsClosed, Oct 2018Assets sold to HAHN Group
ICONLayoffs, Jan 2025WARN: 114; reported ~25% of staff
FBRCash-stressed, 2026A$11-12M market cap
Agility2025 results$1.78M sales; $138.1M loss
Unitree sharesSep 2026-53% from day-one high
Unitree profitQ1 2026Sales +68.5%; profit -47.7%
Diamond AgeLiquidation, 2025Peer Mighty Buildings sought a buyer

Stress signals

A1.14ADOPTION VERSUS HYPE

Real adoption is concentrated; hype is broader.

Evidence of use on one side, claims ahead of output on the other. Seven topics, same order.

Adoption: what is in use today

  • Arms: 4.66M in operation; 542,000 installed in 2024 (IFR).
  • Warehouses: Amazon passed 1 million robots in July 2025, one buyer.
  • Service robots: almost 250,000 professional units shipped in 2025.
  • Cobots: 7,212 ordered in North America in 2025, 19.6% of units.
  • Business model: over 24,500 RaaS service-robot units in 2024, +31%.
  • Humanoids in paid use: Digit at GXO, 100,000+ totes at 98% accuracy (vendor).
  • Construction: IFR calls it a niche market, +16% in 2024.

Hype: claims ahead of output

  • Optimus: announced 2021; output unverified, from a few test units to 1,000-1,200 (single sources).
  • Targets: Tesla's Jan 2025 goal of about 10,000 robots was missed (Electrek).
  • Reliability: humanoids reach 60-80% task completion vs 95%+ needed (single source).
  • Autonomy: IFR notes many humanoid uses rely on remote operation.
  • Forecasts: 2035 humanoid estimates run from 1.4M to 10M units.
  • Valuation: Figure at $39B; ~350 delivered by Apr 2026 (vendor); one report says 1,000 built by Jul.
  • Data centers: no verified unit counts or independent performance data.

Verdict: scale today sits in arms, warehouse mobile robots and service robots. Humanoids, construction robots and data center robots remain early.

A1.15THE MAIN CHALLENGES

Eight challenges decide how fast robots scale.

Each challenge with the strongest public evidence. Many figures are vendor claims or single sources.

Check: intervention rate and uptime per shift

Reliability

Humanoids reach roughly 60-80% task completion against 95%+ needed (single source). No major vendor publishes MTBF.

Check: repeat success when objects change

Dexterity

Brooks (2025): demos are 10-30 second tasks with 1-3 cm precision. Hands: ~17% of an Optimus Gen-2 BOM (single source).

Check: the safety case for shared space

Safety

Walking robots store energy. Digit works inside cells today. ISO 25785-1 for legged robots is still a draft.

Check: cost per task hour, not per robot

Cost

Digit 5 bill of materials is about $150,000; Unitree G1 lists near $13,500 (single source). Unitree Q1 2026 sales +68.5%, profit -47.7%.

Check: real versus synthetic data hours

Data

Policies need teleoperated data: Helix v1 used about 500 hours. Touch data is scarce; vendors build "data engines".

Check: runtime under payload and duty cycle

Power

Runtimes (vendor): Atlas ~4 h, Figure 03 up to 5 h, Spot ~90 min, Digit 5 90 min with a 9-minute charge.

Check: network, dock and layout needs

Integration

Sites need networks, docks, maps, change control and a safety case. Digit 5 cage-free use is not yet certified.

Check: paid production versus pilots

ROI

Agility: $1.78M sales vs $138.1M loss in 2025. Boston Dynamics targets ROI within two years for Atlas (vendor claim).

No independent benchmark exists for humanoid reliability; most figures here are vendor claims or single sources.

A1.16OUTLOOK 2026 TO 2030

2030 forecasts for humanoids differ by nearly 5x.

Annual humanoid shipments in 2030 under three analyst views. The spread reflects scope, cost and use-case assumptions.

7k-18.6khumanoids shipped in 2025, by scope
30k-90k2026 forecasts (UBS to BofA)
250k-1.2M2030 forecasts (Goldman to BofA)
>700,000industrial installs a year by 2028 (IFR)

Humanoid shipments in 2030 (thousand units)

Goldman (2024 base)250
Goldman (later est.)890
Bank of America1,200

Why the forecasts differ

  • Goldman's 2024 base case is mostly industrial, led by logistics, warehousing and automotive.
  • Goldman does not size construction or data center use separately.
  • Brooks expects over ten years before the first profitable humanoid deployment.
  • Goldman's later 890,000 figure is single source and not reconciled.

Forecasts are analyst scenarios, not output. Goldman's 2024 report predates the 2025-26 funding wave.

A1.17ROBOT BRAINS

Robot brains attract the biggest valuations.

Foundation models and compute for physical AI; mostly early access, little deployed proof.

PlayerWhat it isLatest verified eventCaveat
Physical Intelligence (US)Robot foundation modelsReported talks (30 Mar 2026) to raise ~$1B at over $11B; prior $5.6BClose not confirmed; ~80 staff; no deployment beyond testing
Skild AI (US)General robot model$1.4B Series C at over $14B (14 Jan 2026), led by SoftBank; NVIDIA investedValuation tripled in seven months
FieldAIAutonomy softwareCaterpillar partnership to add autonomy to machines (4 Sep 2026)Headline only; funding not retrieved
NVIDIA Thor and GR00TOnboard compute and humanoid modelJetson AGX Thor kit from $3,499; 2,070 FP4 TFLOPS at 130 W (Aug 2025)Later GR00T versions not verified
Gemini Robotics 2Google DeepMind modelsThree models released 1 Aug 2026, shown on Apptronik Apollo 2VLA and On-Device: early-access only
Mecka (data)Robot training data$60M Series B led by Sequoia, with NVIDIA and M12 (Oct 2026)Shows demand for training data

Thor early users named by NVIDIA: Agility, Amazon Robotics, Boston Dynamics, Caterpillar, Figure. DeepMind says movement speed still needs improvement.

A1.17bROBOT CAPITAL

Billion-dollar rounds in 2026 go to a few firms.

Reported 2026 financings; deal status differs, so the bars are not like-for-like.

2026 rounds, $ million

Skild AI$1,400
Neura (up to)$1,400
Phys. Intell.$1,000
Dogotix$900
Unitree IPO$900
Ai2 Robotics$735
Bedrock$270

Read with care

  • Dealroom: over $8.7B of humanoid venture capital in 2026 so far, about two-thirds to Chinese firms.
  • Physical Intelligence: reported talks, not a closed round. Neura: announced, up to $1.4B.
  • Unitree figure is IPO proceeds (~6.1B yuan); Skild and Dogotix are private rounds.
  • Funding is not revenue: Agility had 2025 net sales of $1.78M and a net loss of $138.1M.
A1.18PIPELINE 2026-2028

Announced milestones run from Q4 2026 to 2028.

Company or press targets, not delivered output.

IRON: 1,000 a month

Dogotix targets this rate by end 2026; no external deliveries yet.

Optimus target

Musk target of 1M a year by late 2026 is a company target, unaudited.

Roze AI IPO

SoftBank unit eyes a ~$100B listing; may slip to 2027.

Faraday US assembly

Robot assembly planned; catalog uses Booster and AgiBot platforms.

Tomakomai opens

SoftBank robot-friendly 50 MW data center scheduled.

UBTech 10,000

Capacity target after 5,000 in 2026 (vendor claim).

Digit 5 available

Availability late 2027 to early 2028; $300M+ backlog, mostly one reported 1,000-robot contract.

EU AI Act Annex I

High-risk rules for AI in regulated products moved to 2 Aug 2028.

Dogotix deliveries begin in 2027 per the company. Slip risk for each item is shown in the next section.

A1.18bSLIP RISK

Slip risk is highest where volume is promised first.

Slip risk is a judgment based on the cited evidence, not a sourced probability.

ItemAnnounced milestoneDateSlip risk
Tesla OptimusCompany target of 1M a yearLate 2026Very high
Dogotix IRON1,000 units a month; deliveries 2027Q4 2026-27High (volume)
Roze AIUS IPO at about $100B; executives skepticalH2 2026-27High
Faraday robot assemblyUS assembly of sourced hardwareFeb 2027High
UBTech Walker S2Capacity 5,000 (2026), 10,000 (2027)2026-27Medium-high
1X NEOConsumer deliveries2026Medium-high
Data center robot start-upsPilots; no verified performance data2026-27Medium-high
Agility Digit 5General availability; SPAC close2027-28Medium
Tomakomai cableless rack50 MW data center start2027Medium
Bedrock RoboticsScale operator-free excavators2026-27Medium
Schaeffler gearboxesHumanoid actuator mass production2027Medium

Not rated: Gemini Robotics 2 broader availability has no date. Figure and NVIDIA investment talks are reported talks only.

A1.18cFORECASTS TO 2030

Forecasts for 2030 span 250,000 to 890,000 units.

Humanoid forecasts differ by source and date; none names data centers or construction as an early volume segment.

SourceForecastDateCaveat
IFRAbout 7,000 full-size humanoids sold in 2025 (actual)Sep 2026Above 140 cm only
TrendForceOver 50,000 shipments in 2026 (+700%)Dec 2025Implied 2025 base of 6-7k is derived
UBS30,000 units in 2026 base case; 35,000-40,000 higher cases2026Single source
Goldman SachsOver 250,000 shipments in 2030 base case; 1.4M by 2035; $38BFeb 20242.5 years old; predates funding wave
Goldman Sachs (later)890,000 units in 2030; 6.5M by 2035; $138B2025-26Single source; another article says 2.6M by 2035
IDCOver 750,000 shipments by 2030Oct 2026Data supplied by AgiBot; single source
Morgan Stanley13M humanoids in use by 2035; about 1 billion by 2050Spring 2025Secondary source only

Goldman's 2024 report puts unit cost at $30,000-$150,000, down from $50,000-$250,000 a year earlier. Its early segments are logistics, warehousing and automotive.

A1.18dREALITY CHECK

Forecasts need growth with no precedent.

Today's units are small, and reliability is below what factories ask for.

7k-18.6kHumanoids shipped in 2025. Range across IFR, Omdia and UBS
~7.7xGrowth to reach 100,000 from 13,000. Top of a cited Goldman 2026 range (single source)
~30 yrsIndustrial robots took to reach 500,000 annual installs. Single source
60-80%Humanoid task completion today. Industry asks for 95%+; single source, no named study

Likely first segments

Goldman: logistics, warehousing and automotive, where tasks are tightly defined.

Not named as early

Construction sites and data center white space do not appear in the retrieved forecasts.

The mature base

542,000 industrial robot installs in 2024; 5 million at work by Sep 2026 (IFR).

Forecasts assume volume arrives first where tasks are defined; reliability and unit cost decide how fast it spreads to sites.

A1.18eACCELERATE OR STALL

What could speed adoption, and what could stall it.

Evidence gathered in this research; the balance is not forecast.

Could accelerate

  • Labor: about 439,000 data center construction worker shortfall (ITIF via a secondary outlet).
  • Capital: over $8.7B of humanoid venture funding in 2026 so far.
  • Models and compute: Gemini Robotics 2 and NVIDIA Thor.
  • Robot-friendly design: 800V DC, cableless racks, blind-mate connectors.
  • Public markets: Unitree IPO and the Agility SPAC.
  • Supply chain: Schaeffler humanoid gearboxes in 2027.

Could stall

  • Reliability: 60-80% task completion against 95%+ needed (single source).
  • Economics: Digit 5 bill of materials estimated near $150,000; Agility lost $138.1M on $1.78M sales.
  • Standards: ISO 25785-1 for mobile robots is still a committee draft; IFR cites weak business cases.
  • Policy: US FCC actions, a pending Section 232 review, shifting EU AI Act dates.
  • Sentiment: Unitree shares fell 53% from the high in three weeks.
  • Evidence: no verified data center robot results; teleoperation still common.

Small, adaptable machines for repetitive tasks have been the most successful on jobsites so far (Construction Dive, Aug 2026).

A2.1ANATOMY OF A ROBOT

A robot is five layers plus a site system.

Read top to bottom: from what the site manager sees to the parts that move.

LayerTypeWhat it covers
Site systemSITEConnectivity, safety system, fleet orchestration and human supervision sit above every robot on a site.
Planning and controlSOFTWARETask planning, learned policies and whole-body control for balance and contact, increasingly one neural network.
Perception and localizationSOFTWARETurns sensor data into a map, a position and a list of objects. In construction it is tied to the BIM model.
SensorsHARDWARECameras, lidar, inertial units, force and tactile sensing, plus total stations and GNSS at the site level.
Actuators and structureHARDWAREMotors, gears and screws that move the limbs, the frame, and the hands or tools at the end.
Power and computeHARDWAREBattery pack and onboard computer. Together they set what a robot can do in one shift.

Three control speeds

  • Reasoning model: scene and language, roughly 1-10 Hz.
  • Visuomotor policy: camera to joint targets, roughly 50-200 Hz.
  • Whole-body controller: balance and contact, up to 1 kHz.
  • Figure Helix 02 and NVIDIA GR00T both describe this split.
A2.2ACTUATORS AND DRIVES

Actuators are the largest cost in a humanoid.

Estimates put actuators at 35-60% of bill of materials; sources differ. Gear and screw types trade precision, shock and cost.

Drive typeHow it worksStrengthLimitReported data
Harmonic (strain wave)Flexible gear; ratios 30:1 to 320:1No backlash; compactTorsional wind-up at low torqueExample CSF-11-30: 8.5 Nm peak, 50 g (2023 design). $2,000-$5,000 each (single source)
Planetary gear / quasi-directPlanetary stages; quasi-direct 6:1 to 30:1About 90-95% efficient; lowest costQuasi-direct needs a large motorEfficiency and ratio figures from one vendor blog (indicative)
Cycloidal (RV)Rolling cycloidal discRated high for surviving impactPoor acoustically (vendor blog)Nabtesco: est. 35% of RV reducer market (estimate)
Planetary roller screwLinear actuator for knees, ankles, forearms3,500-5,000+ N/kg specific force (vendor blog)Expensive$1,350-$2,700 each, about 12 per Optimus (unverified)
Brushless DC motorElectric drive inside each jointLow friction, low maintenance, high power-to-weightUses rare-earth magnetsAbout 100 g NdFeB per actuator (article estimate)
HydraulicPump drives fluid through cylindersNot quantified in public sourcesWeight, pumps, pressurized tanksBoston Dynamics retired hydraulic Atlas in 2024 for electric

Torque density by technology (Nm/kg, whole actuator) has no primary source. A target above 10 Nm/kg is cited for humanoid leg actuators (vendor blog).

A2.3SENSING

Sensing splits into seeing, touching and locating.

Four jobs, four sensor families. Construction robots add survey-grade positioning on top.

Seeing the scene

  • Head and palm cameras on Figure 03
  • 360-degree camera view on Atlas
  • 16-channel lidar, 100 m, on ANYmal D
  • Thermal camera -40 to 550 C on ANYmal D
  • Intel RealSense cameras reportedly in about 60% of humanoid and AMR robots

Position outdoors

  • RTK GNSS: centimeter-level
  • Single base about 8 mm + 1 ppm horizontal
  • Useful to roughly 20 km from a base
  • Blocked in steel enclosures and basements
  • Trimble GNSS added to Spot for site capture (2020)

Touch and force

  • Fingertip force sensing to 3 g (Figure 03, vendor claim)
  • Tactile sensing in Atlas hands
  • Contact-stop on FANUC CRX cobots
  • Force and torque sensor grades: no sourced figures
  • Policy takes touch as a direct input (Figure S1)

Position on a site

  • Total station sets the site frame (Hilti PLT 300)
  • Leica total station paired with Dusty printers
  • Dusty: 1/16 in at 600 DPI (vendor claim)
  • Jaibot: no drilling tolerance published
  • SLAM drift and loop-closure figures: not verified

Lidar price, radar and inertial-unit grades are not benchmarked in public sources. Ask vendors for tested range, accuracy and failure behavior.

A2.4LOCALIZATION AND BIM-BASED POSITIONING

Layout robots locate themselves against the BIM.

The pattern used by the Hilti Jaibot drilling robot and Dusty layout printers: one model, one surveyed frame.

  1. Model

    Design data in Revit or AutoCAD (Dusty also reads IFC) is the single source of truth. (Design)

  2. Upload

    The model goes to a cloud, and a job file goes to a field tablet. (Cloud)

  3. Set frame

    A total station on surveyed control points fixes the site coordinates. (Survey)

  4. Locate

    The robot measures its position against the total station, so against the model. (Robot)

  5. Work and sync

    The robot drills or prints, then syncs status back for documentation. (Execute)

What vendors report (vendor claims)

  • Dusty: 1/16 in accuracy at 600 DPI; 10,000-15,000 sq ft per day with one operator.
  • Hilti Jaibot: up to 8 hours per charge, cordless, with built-in dust removal. No drilling tolerance is published.
  • Outdoors, RTK GNSS can replace the total station. Trimble pairs scanning, total station and GNSS on Spot.
  • Spot-based capture is used for site documentation: Mortenson piloted Spot with Trimble GNSS on a solar farm (2020); no accuracy figures given.
A2.5POWER AND BATTERIES

Most robots run 1.5 to 5 hours per charge.

Verified figures only. Runtimes are vendor claims under unstated duty cycles; real runtime under load is likely lower (analyst inference).

RobotBatteryRuntimeChargingBasis
Boston Dynamics Spot564 WhAbout 90 min averageRecharge 60 minVendor spec
ANYbotics ANYmal D932 Wh, swappable90-120 minFull charge 3 h; 70% in 100 minVendor spec
Boston Dynamics AtlasNot stated4 h typical; about 2 h heavy liftingSelf-swap under 3 min; recharge about 90 minVendor claim; eWeek
Apptronik ApolloNot statedAbout 4 h per packHot-swappable packsVendor claim
Agility Digit 5Not disclosedAbout 90 minRecharge under 9 minManagement projection
Figure 032.3 kWhUp to 5 hInductive, 2 kW, in the feetVendor claim; one trade source
Tesla Optimus2.3 kWh (2022 prototype)No measured runtimeNot publishedProjection only
Hilti Jaibot (tracked)Not statedUp to 8 hCordlessVendor claim

Swap versus fast charge changes site infrastructure: swap stations and spare packs on one side, charge docks and electrical load on the other. Both are on the market.

A2.6HANDS AND END EFFECTORS

Hands are costly; simple grippers still compete.

27 DoFHuman hand; 19-23 needed for human-like function
~$9,500Hands in Optimus Gen 2 teardown (17.2% of BOM; secondary)
3 gFigure 03 fingertip sensitivity (vendor claim)
20 DoFPer hand on Figure 03 (Wikipedia)

Why hands drive cost

A hand packs many small actuators, tactile sensors and cameras into a space the size of a fist. Estimates put hands at 15-17% of a humanoid bill of materials, second only to actuators overall. For most site tasks the end effector is chosen for the job: a drill, a printer, a gripper for totes.

Simple can win

Physical Intelligence won gold in 3 of 5 Humanoid Olympics categories with plain pincer grippers. Vision only; most tasks needed under 9 hours of data. Two tasks were physically impossible for its robot (secondary report).

RobotReported hand design
Figure 03Tactile fingertips and palm cameras (vendor claim)
Optimus Gen 322 DoF in fingers (single source, unverified)
1X NEO22-DoF hands (company)
Agility Digit 5Swappable grippers

Reported hand designs

Digit 5 swappable grippers, Jaibot drills and Dusty printers show the same pattern on sites: the tool is matched to the task, not to the human hand.

A2.7COMPUTE AT THE EDGE

Fast control loops run on the robot itself.

NVIDIA Jetson Thor is the reference part. Figures are vendor specifications.

2,070FP4 TFLOPS (sparse), Jetson T5000. T4000 module: 1,200 TFLOPS, 64 GB, 40-70 W.
128 GBLPDDR5X memory at 273 GB/s. On the T5000 module.
40-130 WT5000 module power range. Sets battery draw and cooling needs.
$3,499AGX Thor developer kit price. Via partners (2025 report).

Why onboard

Loops at 200 Hz to 1 kHz must run on the robot. Figure states Helix runs entirely onboard. Tesla expects its own AI5 chip to run Optimus without Wi-Fi or cellular (Musk).

Who supplies

NVIDIA holds over 80% of humanoid compute (analyst figure). Qualcomm and MediaTek are alternatives. Digit 5 uses IGX Thor with a separate safety controller.

Cost and cloud

Compute is about 8% of humanoid BOM (estimate). Figure agreed at least $3.5B of GPU compute with Nscale for training (Sep 2026). VLA latency budgets and cloud inference cost: not verified.

A2.8AI FOUNDATION MODELS FOR ROBOTS

Robot foundation models: claims, not benchmarks.

All results below are company-reported. No standardized, independent robotics benchmark exists (noted by several commentators).

ModelDeveloperWhat it claimsCaveat
pi0.5 to pi0.7Physical Intelligencepi0.5: 94% success out of distribution in unseen homes. pi*0.6: over 2x throughput on hardest tasks. pi0.7 (Apr 2026): one generalist matches specialists.Authors note frequent errors; pi0.7 early and from one secondary source
Gemini Robotics 1.5 / ER 1.5Google DeepMindTop aggregate score on 15 embodied-reasoning benchmarks; skills moved from ALOHA 2 to Apollo and Franka without extra tuning.Robotics 1.5 limited to select partners; ER 1.5 via API
Isaac GR00T N1 / N1.6NVIDIAOpen dual-system VLA for humanoids. 780,000 synthetic trajectories in 11 hours; synthetic plus real data lifted N1 by 40%.Vendor claim
Helix / Helix 02FigureOne system from pixels to full-body actuators; a 4-minute, 61-action dishwasher task with no resets.Described as early; not independently verified
Large Behavior ModelTRI + Boston DynamicsOne whole-body network on Atlas; recovers from pushed boxes and closed lids (Aug 2025).No data scale disclosed
Skild BrainSkild AIOne model for any robot body; adapts to lost limbs or jammed wheels without retraining.No customers named; revenue about $30M is unaudited

As of Oct 2026. Funding context: Skild raised about $1.4B at over $14B (Jan 2026); Figure raised over $1B at $39B (Sep 2025).

A2.9SIMULATION AND DIGITAL TWINS

Simulation trains robots before the site sees them.

NVIDIA Isaac stack

Isaac Sim, Isaac Lab and Omniverse are the dominant robot-training tools. Isaac Lab-Arena (CES 2026): open-source capability tests before deployment

Open simulators

MuJoCo Warp is GPU-accelerated and maintained by DeepMind and NVIDIA. Genesis: open source (Apache 2.0), multi-physics. Speed figures: not verified

Sim-to-real gap

Policies trained in simulation must carry over to real contact. Figure S0: 1 kHz controller trained in simulation (vendor claim). Gap rates for contact-rich tasks: not published

Digital twins and BIM

The site model is the plan the robot executes against. Hexagon cites twin creation with its AEON humanoid. Dusty and Hilti consume Revit and AutoCAD models

200,000+Parallel simulated environments for Figure S0 (vendor claim)
780,000Synthetic trajectories in 11 hours (NVIDIA claim)
20M hrsReal-world video behind Cosmos world models (NVIDIA)

Simulation lowers the cost of trial and error, but results on site still depend on supervised trials with real data (see Section A2.14).

A2.10DATA COLLECTION AND TELEOPERATION

Hand-held grippers beat teleoperation by about 3x.

The UMI gripper collected 111 demos an hour against 35 for SpaceMouse teleoperation; bare hands reached 231.

Cup-arrangement demos per hour (UMI study)

SpaceMouse teleop35
UMI gripper111
Bare hands231

Where robot data comes from

  • Teleoperation is the base layer: Helix v1 used about 500 hours.
  • Pi Recap turns expert interventions during autonomous runs into training data.
  • Human video: Skild cites billions of clips; Figure S0 used over 1,000 hours of motion data.
  • Synthetic data: 780,000 trajectories in 11 hours (NVIDIA claim).
  • Data-factory cost per hour: not verified.

UMI (Stanford, Columbia, TRI; RSS 2024) is a hand-held parallel-jaw gripper with a GoPro. Bare hands is the human reference rate; the study also reports policy transfer between UR5e and Franka arms.

A2.11CONNECTIVITY AND CYBERSECURITY

Control stays onboard; the network is for fleets.

300 sTelemetry interval found in Unitree G1 study (2025)
10 GbpsFigure 03 mmWave data offload (vendor claim)
1URack size of Orbit on-premise Site Hub
Jun 2026DoD added Unitree to its military-linked list

Connectivity

  • Fast loops run onboard, so networks carry orchestration, updates and supervision.
  • Boston Dynamics Orbit runs as cloud SaaS over Wi-Fi, LTE or cellular, or on a 1U on-premise Site Hub.
  • Figure 03 uses 10 Gbps mmWave for data offload (launch post).
  • Construction sites likely need site-wide Wi-Fi or private LTE (analyst inference).
  • Wi-Fi 6/7, private 5G and latency figures: not verified.

Cybersecurity evidence

  • Researchers found a command injection in Unitree G1 Wi-Fi setup that gives root, with encryption keys hardcoded across units (arXiv, Sep 2025).
  • The same study reports telemetry sent every 300 seconds to two IP addresses.
  • Unitree called an April 2025 backdoor allegation a fixed vulnerability.
  • DoD added Unitree to its Chinese military-linked list in June 2026; Unitree denies sales to the PLA.
  • ISO 10218-1:2025 adds requirements where cybersecurity affects safety.

Owners with federal or critical-infrastructure exposure should treat robots from listed vendors as high risk. Orbit's product page does not address security.

A2.12SAFETY ARCHITECTURE

Humanoid safety standards are still being written.

StandardStatus
ISO 10218-1:2025Published 5 Feb 2025; replaces the 2011 edition
ISO 10218-2:2025Integration; absorbs ISO/TS 15066 cobot rules; covers cybersecurity
ANSI/A3 R15.06-2025US adoption of ISO 10218; announced 9 Sep 2025
ISO 25785-1Committee draft for legged and balancing robots; comments closed 8 Jul 2026
ANSI/A3 TR R15.108Dynamically stable mobile robots; led by Agility
Existing gapsISO 10218 assumes no tipping; ISO 13482 is personal care; ISO 3691-4 (driverless trucks) excludes these machines

Standards and status (Oct 2026)

LayerDesign
BehaviorReroute, stop or sit down near people
ControllerSafety controller separate from navigation compute
FrameworkNVIDIA IGX Thor with Halos
InspectionThird party via NVIDIA Halos lab
Digit 4Safety PLC, on-robot e-stop, Category 1 stop; passed a lab field evaluation
Digit 5Certification to work outside fenced cells is pending

Digit 5 safety design (reported)

Draft ISO 25785-1 topics: fall zones, controlled descent on power loss, contact-force limits and zoning. Most current humanoid deployments are fenced or zoned (single source). Safety-rated performance levels: verify against ISO 13849 before quoting.

A2.13FAILURE MODES TODAY

Demos and sites differ in what gets measured.

What demos and vendors show

  • Duration: an 18-hour espresso run (Pi) and a 4-minute, 61-action task (Figure).
  • Success: 94% out of distribution (pi0.5) and over 90% per stage (Recap), company numbers.
  • Autonomy: 1X NEO is autonomous by default and uses remote piloting for unknown chores.
  • Recovery: Atlas recovers when a box lid closes or a box is shoved.
  • Fleet: Digit 4 logged 65,000+ hours; 100,000+ totes at GXO (company).
  • Power: Atlas about 4 h; Figure 03 up to 5 h (vendor claims).

What site evidence shows

  • Duration: no major humanoid vendor publishes MTBF or intervention rates.
  • Success: near 100% on simple objects, about 30% on spoons or scissors (single source).
  • Autonomy: at the May 2026 Robotics Summit, many humanoids were teleoperated or on fixed paths (reported).
  • Recovery: production humanoids often cannot rise after a fall without help (single source).
  • Fleet: no measured uptime percentage found for Digit, Spot, Jaibot or Dusty.
  • Power: most humanoids run 90 min to 2 h versus 8-20 h of industrial need (single source).

Targets slip as well: Tesla's January 2025 goal of about 10,000 robots was missed (Electrek), and Agility's $300M+ of orders is milestone-contingent.

A2.14A DEPLOYMENT END TO END

Deployment runs from scoping to supervised scale.

Sequence synthesized from vendor and standards sources; no vendor publishes a single canonical plan.

  1. Scope

    Pick tasks with bounded variation: carry, layout, inspection, tote moves.

  2. Baseline

    Import BIM or CAD; scan the site to build or check a digital twin.

  3. Site frame

    Set control points (total station, RTK outdoors) so robots and BIM share coordinates.

  4. Assess safety

    Risk assessment to ISO 10218-2; fall and exclusion zones; e-stop.

  5. Prepare site

    Charge docks or swap stations, network backhaul, storage and spares.

  6. Pilot

    Simulate, run supervised trials, collect corrections and tune skills.

  7. Run and scale

    Humans lead, robots in the loop; log interventions; update fleet.

What to measure from day one

  • Agility Arc tracks uptime, throughput and mean time between incidents (MTBI).
  • Add interventions per shift, supervision ratio, first-pass quality and rework (analyst suggestion).
  • Spare limbs and packs matter: Atlas limbs swap in under 5 minutes (vendor claim).
A3.1DATA CENTERS: PROVEN AND ASPIRATIONAL

Data centers: a few proven tasks, many pilots.

Status of robot work in data center construction and operations, as of Oct 2026 (author synthesis of cited evidence).

CommercialEarly commercialPilot or early stageAspirational
Slab layout printing (Dusty)Drywall finishing (Canvas)Slab drilling (DEWALT, late pilot)Lights-out, robot-run data centers
Autonomous pile driving (Built)Tugger robots moving racks (Meta)Retrofit-autonomy excavators (Bedrock)Dense GB300-class cabling by robot
Legged inspection (ANYmal, Spot)Rack-side remote hands (Watney, ABB)Humanoids building at scale
Robotic fiber cross-connect (Telescent)Google robot tests (makers unnamed)Cable-pulling and conduit robots
Overhead drilling (Hilti Jaibot)Microsoft transceiver robot (research)
Exclaim, Boost (no customers yet)

Meta has acknowledged that robots cannot yet handle the cabling intensity of Nvidia GB300 systems (reported, Aug 2026).

A3.2CONSTRUCTION AND OPERATIONS BY PHASE

Task by task, most data center work is still manual.

Phase, task, robot type and maturity. Maturity is an author synthesis, not a vendor scale.

PhaseTaskRobot typeMaturityEvidence
BuildGrading, excavationRetrofit-autonomy excavator (Bedrock)PilotVendor cites tens of thousands of field hours; operator-out unconfirmed
BuildPile driving (solar)Autonomous piling rig (Built)CommercialAbout 1,000 piles/day at Hyperion solar (reported, single source)
BuildSlab layoutLayout printer (Dusty)CommercialMortenson: $1B, two data centers
BuildProgress captureQuadruped with 360 camera (Spot)CommercialTurner: over 95% less inspection time (vendor)
BuildOverhead drillingHilti JaibotCommercialSince 2020; no data center deployment found
BuildSlab drillingDEWALT R with August RoboticsPilotLate pilot: one unnamed hyperscaler; vendor claims
BuildCable pull, tray, conduitNone verifiedResearchNo commercial product found
BuildCooling pipe, weldingWelding cobots in prefab shopsResearchField robots not verified
OperatePatrol inspectionANYmal quadrupedCommercialDigital Realty Zurich since July 2022
OperateFiber cross-connectTelescent (fixed in-rack robot)CommercialLargest order from unnamed hyperscaler
OperateRack-side remote handsDual-arm robots (Watney, ABB)PilotSlower than technicians; supervised
OperateRack and stackCableless racks, lifter robotsEmergingSoftBank test site; Hokkaido
A3.3SCALE FACTS

Cost and workforce figures conflict by source.

Published numbers for building one megawatt (MW) of capacity. They are shown side by side, not averaged.

SourceFigure
JLL, via Datacentres.com (2026)Global average 11.3; up 6% y/y
Same JLL reportAbove 15 premium; below 8 emerging
Datacentres.com, other article (2026)Range 8.2 to 16.8; source unnamed
JLL, 2020 comparison7.7 (about 7% a year since)
JLL add-on: liquid cooling+1 to +2 per MW
Cushman & Wakefield (Aug 2026)Up 21% vs Q4 2024 edition

Cost per MW, US$ million

CaseFigure
Workforce study (ABC credited)0.7 to 2.0 peak workers per MW
Chmura, 64 MW hyperscale casePeak about 750; 1.1M direct hours
Stargate Abilene, TXAbout 6,000 on site (Jan 2026)
Meta Hyperion, LA5,000+ at peak (expected)
ABC, 2026 estimate349,000 net new workers needed
AGC prior-year survey (via Chmura, single source)92% of hiring firms had trouble finding workers

Workforce on large projects

Sources differ. No credible public figure was found for cable miles, racks, anchors or welds per MW.

A3.4PEAK WORKERS PER MW

Peak workers per MW differ by more than 10x.

Illustrative: peak or on-site workers divided by capacity. Inputs are sourced; scope differs by case.

Workers per MW (illustrative)

Study low0.7
Hyperion 2.6GW1.9
Study high2.0
Hyperion 2GW2.5
Abilene5.0
Chmura 64 MW11.7

How each bar is built

  • Study: 0.7 to 2.0 direct peak workers per MW.
  • Hyperion: 5,000 workers / 2,000-2,600 MW (sources differ) = 2.5 to 1.9.
  • Abilene: 6,000 workers / 1,200 MW = 5.0.
  • Chmura: 750 peak / 64 MW = 11.7.
  • Scope may differ: shell versus full campus, peak versus average.

Abilene uses current workers against full-operation capacity; Hyperion uses expected peak workers. Neither is a like-for-like peak.

A3.5DEWALT R DOWNWARD DRILLING ROBOT

The best-documented data center construction robot.

Status: late pilot. Drills rack-stop and hanger holes in concrete slabs. All performance figures below are vendor claims.

Up to 10xfaster than manual (vendor claim)
80 weekssaved across 10 projects, in total
99.97%location and depth accuracy
$65 to $20per hole, vendor claim
ItemDetail
MakerDEWALT (Stanley Black & Decker) with August Robotics
TaskHoles in concrete slabs
Small hole3/4 in x 2 in (19 x 51 mm); 80 s each
Large hole1-1/8 in x 8 in (29 x 203 mm); 180 s each
Accuracy99.97% over 90,000+ holes (vendor)
AnnouncedJan 20, 2026, World of Concrete
Availability"Mid-year 2026" (vendor)
PilotOne unnamed hyperscaler, 10 phases
Fleet12 robots (one outlet)
PriceNot publicly disclosed

Specifications

What it does

  • Drills holes for server rack stops in the data hall slab.
  • Drills holes for legs that support overhead MEP.
  • Works as a fleet from a digital drilling plan.
  • Replaces hammer-drill crews on repetitive hole patterns.
A3.6DEWALT R: CLAIMS AND OPEN QUESTIONS

DEWALT results are vendor-only and partly inconsistent.

What was reported, and what the sources do not settle.

400+data centers in development (WSJ, per vendor)
~80%of demand from hyperscalers (Colliers)
$7Tindustry capex by 2030 (McKinsey)
ItemDetail
SpeedUp to 10x faster; one example cut seven weeks of manual work to about seven days
Schedule80 weeks saved, summed across 10 data center projects
CostAbout $65 per hole down to about $20
Holes90,000+ (company) or 100,000+ (one outlet) across 10 sites
Illustrative10,000 small holes x 80 s = 800,000 s, about 222 robot-hours

Reported by the vendor

Open questions

  • The hyperscaler and the general contractor are not named in any source read.
  • Holes per building: 1,000 to 10,000 (one outlet) versus "tens of thousands" (Stanley executive).
  • "80 weeks" is a cumulative figure, not a per-project saving.
  • Whether general sales began after the "mid-year 2026" target is not confirmed.
  • No independent productivity study was found.
A3.7OTHER ROBOTS ON DATA CENTER SITES

Layout, capture and piling are in field use.

Named construction-phase deployments with data center links.

$1BMortenson program using Dusty layout
95%+Less inspection time, Turner (vendor)
~1,000Piles a day, Hyperion solar (reported)
Late 2020Hilti Jaibot commercial since
Vendor case study, qualitative

Layout: Dusty

Mortenson used Dusty across a $1B, two-data-center program (700,000 sq ft). Five trades laid out in one day (quote).

Vendor case study

Capture: Spot at Turner

Spot runs mapped routes, mostly overnight, with a 360 camera compared to BIM. Over 95% less inspection time.

Vendor claim, single source

Piling: Built Robotics

Ten 72-ton rigs reportedly drive nearly 1,000 piles a day at the Meta Hyperion solar site. Over half of the pile work.

No data center site found

Drilling: Hilti Jaibot

Semi-autonomous overhead drilling from BIM plans, commercial since late 2020. Up to 8 hours per charge.

The Hyperion building-site article lists no robots; Buildots AI progress tracking is the only named technology there.

A3.8CASE: META HYPERION

Hyperion shows the scale robots must meet.

Richland Parish, Louisiana. Turner, DPR and Mortenson joint venture; sitework began in 2024.

$10BBudget. Reported project budget
2-2.6 GWCapacity, sources differ. CNR: 2 GW, four buildings; IBEW: 2,600 MW
5,000+Trades at peak. Expected by Meta
2030Completion. Expected
~1,000Piles per day. Solar site, ten Built rigs (reported)
2,200+Acres. Site size

Robots are named on the power supply side (solar piling), not yet on the data center building site.

A3.9OPERATIONS: ANYMAL AT DIGITAL REALTY

Inspection patrols are the most mature operations use.

ANYbotics ANYmal at the Digital Realty Zurich campus, in use since July 2022.

Jul 2022daily inspections began
9 / daytypical missions
70elements monitored
ItemDetail
MissionsTypically 9 a day, about 2 hours each
CoverageUp to 70 monitored elements
SensorsVisual, thermal and acoustic; LiDAR and LED for dark areas
PowerDocks itself to recharge
FlagsHot cables, pump vibration, irregular frequencies

How it patrols

Limits of the evidence

  • One site documented; DCD (2023) describes a single robot.
  • No fleet expansion across Digital Realty's 300+ data centers was found.
  • Digital Edge, Digital Realty, Scala and Oracle also trialed robots in 2023.
  • Independent savings data were not found.
A3.10OPERATIONS: META RACK-SIDE TRIALS

Meta tests robots for rack-side work; limits remain.

Reported trials (WIRED reporting via secondary outlets, Aug 2026). Many claims rest on anonymous sources.

What is being tested

  • Watney: two dual-arm robots at Altoona, Iowa, cabling tests since June 2025.
  • Kinova: Gen3 arm for power-cycling servers.
  • ABB: arm reseating components at Prometheus, Ohio.
  • Tasks: swap network cables, restart servers, reseat hardware.
  • Tugger robots move heavy racks in Iowa and Virginia.

What limits it

  • Robots are slower than technicians and need supervision.
  • Meta says robots cannot yet handle GB300 cabling intensity.
  • Inventory robots struggle with corners and indicator colors.
  • One startup CEO: "a lot of pilots and demos, but no provable working solution."
  • Meta spokesperson: "We need more workers, not fewer."

An anonymous worker estimated cable-swap robots could someday remove up to 80% of the workload in some roles. This is an employee estimate, not a Meta forecast.

A3.11EMERGING DATA CENTER ROBOT COMPANIES

Emerging players are early, with thin public proof.

Status and funding as of Oct 2026. Vendor claims are labelled.

CompanyFocusStatus and evidenceFunding or ownership
SoftBank Roze AIRobot-built data centersPress report only; SoftBank did not comment; executives doubt timingIPO target about $100B, by end 2026 (reported)
TelescentFixed robotic fiber cross-connectCommercial; largest order from unnamed hyperscaler; G5 has 2,000+ duplex portsNot found in sources
Exclaim RoboticsMobile remote-hands robotsEarly stage; six employees; no customers or specs disclosed$4.95M pre-seed (Aug 2026)
Watney RoboticsTwo-armed cable swaps, restartsMeta tests; "four nines" uptime is a vendor claim, undefined$80M Series A (Sep 2026); $100M+ total
Boost RoboticsTeleoperation-first remote handsPre-pilot; seeking pilots (Y Combinator, 2025)Not publicly disclosed
Foxconn + IntrinsicAssembly, inspection, machine tendingJV announced Nov 2025; Houston humanoid use unverifiedUnit counts not disclosed

Roze's reported ask is a $100B valuation with no disclosed product; its assets would include ABB Robotics ($5.4B deal, 2025) and SB Energy.

A3.12CHANGE THE RACK, NOT THE ROBOT

SoftBank redesigns the rack for robots.

The cableless robot-friendly rack announced Sept 2025 removes the cabling task instead of automating it.

  1. Power

    Busbar power replaces power cords at the rear of the rack. (No cords)

  2. Optics

    A blind-mate optical connector replaces patch cables. (Blind mate)

  3. Cooling

    A blind-mate liquid connector joins the server to a manifold. (Blind mate)

  4. Carry

    Container robots pass servers to lifter robots. (Handoff)

  5. Seat

    Lifter robots seat the server using QR codes and lasers. (Position)

Status and parallels

  • Based on OCP ORV3 with proprietary additions; test site is Hokkaido Tomakomai (initial 50 MW, scheduled 2027).
  • Dell IR7000 AI racks also blind-mate power, cooling and NVLink at the rear (2025).
  • Plan: standardize and roll out only if tests succeed.
  • Supermicro (2018, dated): automated rack handling; the customer plugs in two cables, power and network.
  • Rack-scale integration remains mostly manual, with automated handling of finished racks.
A3.13PROVEN VERSUS ASPIRATIONAL

No cable-pulling robot is verified as of Oct 2026.

Searches of trade press and vendor pages found no commercial cable-pulling, tray or conduit robot.

Proven in paid work

  • Slab layout printing on data center projects.
  • Overnight legged-robot inspection and 360 capture.
  • Autonomous piling for solar that powers data centers.
  • Robotic fiber cross-connect in hyperscale networks.
  • Single-site ANYmal patrols since 2022.
  • Robotic overhead drilling on commercial sites (Jaibot, since 2020).

Aspirational or unverified

  • Cable pulling, tray install and conduit bending.
  • Liquid-cooling pipefitting and field welding.
  • Robots handling dense GB300 cabling.
  • Lights-out data centers; humanoids building servers.
  • Roze AI as an operating company.
  • Rack-and-stack by humanoids or mobile manipulators.

Absence from public sources is a finding, not proof of absence. Welding vendors (Path, Hirebotics) show data center weldments but name no data center customer.

A3.14OTHER CONSTRUCTION SITES: TASK MATURITY

Repetitive, geometry-defined tasks lead.

Task, robots and maturity on non-data-center sites. Figures are vendor-reported unless noted.

TaskRobotsMaturityVerified detail
LayoutDusty; Civ Robotics (outdoor)CommercialDusty: 10,000-15,000 sq ft/day; Civ: 8 mm accuracy
Progress captureSpot, drones, BuildotsCommercialTurner: over 95% less inspection time
Overhead drillingHilti JaibotCommercialSince late 2020; Hilti gives no speed figure
Rebar tyingTyBot (ACR)Early commercialVendor claim 1,200+ ties/hr; 3.5M ties, 40+ projects
Scaffold liftingKewazo LIFTBOTEarly commercialChevron: $988,240 saved in 3 months (vendor)
Drywall finishingCanvasEarly commercialVendor: 2 days vs 5-7; data from 2022 era
Plaster, sprayOkibo EG7Early commercialAbout 1,000 sq ft/hr; 1M+ sq ft in Europe
BricklayingMonumental; Fastbrick (pilot)Early commercialMonumental: 100+ homes, 40+ projects (vendor)
Solar pilingBuilt; TerabaseCommercialBuilt: 40 deployments, 50,000 hours (vendor); Terabase is a late pilot
DemolitionBrokkScaledRemote-controlled since 1976; no productivity data

Independent productivity studies were not found. Dusty's own Turner pilot was cost-neutral on one project.

A3.15NAMED GENERAL CONTRACTOR PILOTS

GC pilots are real; results are vendor-reported.

Only deployments with a named contractor and a cited source are shown.

01

Turner: Spot with DroneDeploy

Overnight 360 capture compared to BIM; over 95% less inspection time (vendor case study).

02

Turner: Dusty pilot

New Canaan Library: 42,000 sq ft laid out in five days by one person; cost-neutral on one project.

03

Mortenson: Dusty

$1B, two data centers, 700,000 sq ft; layout across five trades (vendor case study).

04

Skanska: Dusty

70,000 sq ft medical facility: 50% faster layout, 6,864 labor hours saved (vendor).

05

DPR: Dusty and Buildots

FieldPrinter on 16 projects by 2022; Buildots tracking at Hyperion.

06

Hensel Phelps: Okibo, Canvas

Hosted the Okibo EG7 premiere; Nevell finished drywall on a $174M civic center with Canvas (2022).

07

Deacon and Jenco: Dusty

Deacon: "6 weeks saved." Jenco: "$80,000 in direct savings." Customer quotes on vendor site.

08Not verified

Not found: four large GCs

Holder, Fluor, Kiewit and Bechtel: no verified pilot in sources read. Sundt is named as a Bedrock customer in headline-level reports only.

A3.16FACTORIES: INDUSTRIAL ROBOT INSTALLATIONS

China installed 54% of the world's new robots.

New industrial robot installations in 2024, top six countries (units).

Installations, 2024 (units)

China295,000
Japan44,500
United States34,200
Korea30,600
Germany26,982
India9,100
542,000World total
  • Operational stock is 4,664,000 (+9%).
  • Asia 74%, Europe 16%, Americas 9% of installs.
  • US installs -9%, Germany -5%, France -24%.
  • Chinese suppliers hold 57% of their home market.
  • IFR forecast: 575,000 in 2025; 700,000+ a year by 2028.
A3.17FACTORIES: ROBOT DENSITY

Robot density: Korea leads; the US ranks eighth.

Industrial robots per 10,000 manufacturing employees, 2024 data (single-source summary).

Robots per 10,000 employees

Korea1,220
Singapore818
Germany449
Japan446
United States307
China166

Read with care

  • China at 166 conflicts with an earlier IFR ranking near 470.
  • The summary cites updated labor data; verify before reuse.
  • Density divides by manufacturing jobs, so small workforces score high.
  • Singapore is up about 13% a year since 2019.

Summary of the April 2026 IFR density release; the primary press release was not retrieved.

A3.18HUMANOID FACTORY PILOTS

Humanoid factory work is pilots and plans.

Status as of Sep-Oct 2026. One tracker counts 2 of 48 humanoid designs as deployed, 8 as piloting.

SiteRobotTaskStatusVerified detail
Hyundai Metaplant, GAAtlas (Boston Dynamics)Parts sequencing, from 2028PlanTraining center opened Sep 2026; no verified customer deployment
BMW Spartanburg, SCFigure 02, then 03Loading sheet metal; sequencingPilotAbout 1,250 hours, 90,000+ parts; BMW confirmed completion
BMW LeipzigHexagon AEONBattery assembly, exterior partsPilotTesting since Dec 2025; confirmed Feb 2026
Mercedes-BenzApptronik ApolloComponents and toolsPilotTrials in Berlin; zero confirmed production deployments
Toyota Canada, OntarioAgility DigitTote loading and unloadingPilotSeven units introduced, three deploying (Apr 2026 report)
SchaefflerAgility DigitNot detailed in sourcesPilotListed as a Digit customer; no unit counts or tasks found
Airbus (reported)UBTech Walker S2Not detailed in sourcesPilotNamed-customer trial reported Apr 2026; quantity undisclosed
Tesla, FremontOptimusNot verifiedPlanCompany target: 1M robots/yr line; no verified useful work

Goldman Sachs projects humanoids could fill about 4% of US manufacturing labor shortages by 2030 (secondary report).

A3.19CASE: BMW AND FIGURE

BMW and Figure: best-documented humanoid factory case.

Two Figure 02 robots in the Spartanburg body shop. Two robots, one task: proof of concept, not of scale.

11 modeployment. Some sources say 10 months
1,250+runtime hours. 10-hour shifts, Mon-Fri
90,000+parts loaded. Sheet metal into welding fixtures
30,000+BMW X3s supported. Production during the pilot

Confirmed

BMW confirmed completion (Jun 25, 2026, per tracker). Framed as ergonomic relief; no layoffs reported.

Not reported

Cycle time, accuracy and interventions: Figure lists targets only. Forearm was the top hardware failure point.

Next

Figure 03 sorts parts into sequencing trolleys; no results yet. Figure 02 is being retired after Figure 03.

A3.20HYUNDAI ATLAS PLAN

Hyundai's Atlas plan runs to 2030, still unverified.

Dated milestones are Hyundai plans or press reports, not deployments.

Production Atlas shown at CES

56 degrees of freedom, 110 lb (50 kg) lift, self-swapping battery (Hyundai specs).

Training center opens

RMAC on the Metaplant campus trains Atlas on parts logistics.

RMAC moves

To a building about 10 times larger.

Sequencing starts

Metaplant first; US plant for 30,000 robots a year reported.

Kia Georgia

Second site in the plan.

Component assembly

Then heavy, repetitive, complex tasks.

Reports of "25,000 Atlas units" (installed total) and "30,000 a year" (capacity) are different metrics; the 25,000 figure rests on one aggregator citing Korea Times.

A3.21TASKS STILL MANUAL

Humanoid pilots target tasks that stay manual.

Industrial arms are the proven core; humanoids aim at work that is hard to fixture.

Industrial arms: proven

  • 542,000 installed in 2024; 4.66M in operation.
  • Cobots: ~66,000 installs, ~11% share, +7% (single IFR summary).
  • The cobot year label is unclear; not tied to the 542,000 above.
  • Western installs fell in 2024; reshoring has not shown yet.
  • Fabs and battery lines: not verified in sources read.
  • China holds 54% of installs; Chinese suppliers 57% of home sales.

Still manual or in pilot

  • Parts sequencing and kitting at BMW, done by hand before.
  • Tote moving between robots and conveyors (GXO, Toyota).
  • Loading sheet metal into welding fixtures (Figure 02).
  • Demos often rely on teleoperation, per IFR.
  • Robot Report (Oct 2026): demos fail the generalization test.
  • IFR: about 7,000 full-size humanoids sold worldwide in 2025.

Tesla Optimus lines and most Chinese humanoid volumes are company targets or research sales, not verified factory work.

A3.22WAREHOUSES: AMAZON AT SCALE

Amazon runs the largest robot fleet.

Robotics program began with the 2012 Kiva acquisition. Figures as of July 2025 unless noted.

1M+robots. One millionth delivered July 1, 2025
300+facilities. With robots
~75%of deliveries. Robot-assisted (WSJ)
~3,870packages per employee. Per year, up from 175 a decade ago
~670staff per site. A 16-year low
10xrobots at Shreveport. Versus existing sites (Amazon)

NYT-reported internal documents suggest Amazon aims to automate 75% of operations by 2033; Amazon says they were idea exchanges, not settled strategy.

A3.23WAREHOUSE ROBOT VENDORS

Warehouse robots are proven; humanoids are early.

Scale is vendor-reported unless noted.

CompanySystemScale and customersStatus
AmazonProteus, Sparrow, Vulcan, RobinNot sold externally; 1M+ robots (2025)Scaled
GXO + AgilityDigit humanoid100,000+ totes (Nov 2025); about 98% accuracy while on task (vendor); RaaS since Jun 2024Pilot
Locus RoboticsCollaborative AMRs20,000+ robots, 360+ sites, 8B+ picks; claims 2-3x productivityScaled
Boston DynamicsStretch truck unloaderCases to 50 lb; DHL, Gap, H&M, Maersk; units not publishedCommercial
SymboticBuilding-scale storageWalmart since 2017; Albertsons, Target, C&S (data to 2023)Commercial
Geek+Goods-to-person robotsUPS, Walmart, Siemens case studies; robot totals not capturedCommercial
OcadoSmart PlatformKroger, Sobeys, Coles; shares below IPO price (Jun 2026)Commercial

IFR: logistics is 47% of professional service robot shipments (117,500 units in 2025).

A3.24ENERGY AND SOLAR

Solar is the most advanced outdoor construction segment.

Robots install modules and piles at utility scale. Figures are company claims unless noted.

AES Maximo

100 MW completed at Bellefield, CA, in March 2026, with four version 3.0 units in parallel. Over 1 module/min per unit. 2024 target was 100 MW by 2025.

Built Robotics

RPD 35 rig carries up to 224 piles and places them within 1 degree of plumb. 40 deployments, 50,000 hours. Zero jobsite injuries (claim).

Terabase

Terafab field hardware completed field testing in March 2026. $130M Series C (2025). Paid production not documented.

Civ Robotics

CivDot+ marks layout points for solar and storage sites. 8 mm accuracy, 30 GW claimed. Speed claim not independent.

100 MWAES Maximo, Bellefield, Mar 2026
4 unitsMaximo v3.0 working in parallel
40Built Robotics deployments (vendor)
30 GWCiv Robotics solar and storage (vendor)

AES claims Maximo needs half the time and cost of conventional methods (unverified). Crew size and cost were not stated. AES said it did not change hiring practices.

A3.25MINING, PORTS, UTILITIES

Mining and ports automate; labor shapes ports.

Verified cases. Several are dated; current statistics were not found.

SiteSystemVerified detailCaveat
Rio Tinto, PilbaraAutoHaul driverless railUS$940M; about 1,700 km; about 200 locomotives; 16 mines to 4 ports; done Dec 2018Dated; no current stats
Rio Tinto drillsAutonomous drillsOne worker can run up to four rigs (2019)Truck count not verified
BHP, PilbaraDriverless railRail ops suspended Nov 2018 after a train ran 92 km without a driverA failure example
APM Terminals, RotterdamAutomated terminalOpened 2015; 2.7M TEU/yr; 8 automated cranes; EUR 500M reportedDated (2015)
ILA East/Gulf portsUnion contract2024-2030 contract; 62% wages; "full protections against automation"Union statement
Energy plantsSpot, ANYmal inspectionAker BP inspected Skarv FPSO with Spot (Nov 2020)Proven niche
Rio Tinto trucksAutonomous haul trucksPlan: 130 autonomous trucks by start of 2019Plan, not confirmed count
SubstationsDeep Robotics DR02Tested; commercial deployment planned for 2026Maker claim
TSMC ArizonaSecurity dronesReported plan of 100+ drones for patrol and safetySingle source
A3.26CROSS-SECTOR COMPARISON

Maturity is highest where work is repetitive and mapped.

Maturity of robot types by sector, as of Oct 2026 (author synthesis of the evidence in this section).

SectorInspectionHandlingTask workHeavy plantHumanoids
Warehousesn/vCommercialCommercialn/aPilot
MiningPilotCommercialEarly comm.CommercialNone
Portsn/vCommercialCommercialCommercialNone
Factoriesn/vPilotCommercialn/aPilot
Energy and solarCommercialNoneEarly comm.Early comm.None
Other constructionCommercialEarly comm.CommercialEarly comm.None
Data center constructionCommercialNoneCommercialEarly comm.None
Data center operationsCommercialPilotEarly comm.n/aNone

Legend: None / n.a., Pilot, Early comm., Commercial.

None = no public deployment found as of Oct 2026. n/v = not verified in sources read. n/a = not applicable.

A3.27KEY TAKEAWAYS

Robots work where tasks are repetitive and mapped.

Seven conclusions from the application areas, as of Oct 2026.

01

Proof sits in simple tasks. Layout, piling, patrol inspection and warehouse moves are in paid work; most data center tasks are not.

02

Data center construction has one well-documented new robot. DEWALT's drilling results are vendor-only and partly inconsistent.

03

Rack-side work is a pilot. Meta's trials are supervised and slower than technicians, and GB300 cabling is out of reach for now.

04

No cable-pulling robot is verified. SoftBank is redesigning racks so robots do not need to handle cables.

05

Scale facts conflict. Cost per MW runs from under $8M to over $15M, and peak workers per MW from 0.7 to about 12.

06

Factories run on arms; humanoids are pilots. BMW and Figure is the best case: two robots, one task.

07

Warehouses are most mature, with Amazon above 1M robots. Labor tension is visible at ports, in Amazon plans and at Meta.

A4.1SUPPLIER MAP: HUMANOIDS

Few humanoids can be bought in the US today.

Humanoid suppliers by headquarters, route to purchase and US availability, as of Oct 2026.

SupplierHQHow to buyUS availability
Agility Robotics (Digit)USA (Oregon)RaaS about $8,500/mo plus $25,000 deployment (Dynamo, single source)Digit 5 early access 1H 2027, general availability end-2027 (company projections)
Figure AI (Figure 03)USA (California)Not publicly disclosedPilot to early commercial; BMW pilot with Figure 02 ended 2025, Figure 03 pilot at BMW reported (Jun 2026)
Apptronik (Apollo)USA (Texas)Not publicly disclosedNot yet: Apollo 3, the first intended shipping product, expected in 2027
Boston Dynamics (Atlas)USA (Mass.); Hyundai-ownedNot publicly disclosed2026 output committed; more customers from early 2027
Tesla (Optimus)USA (Texas)Reportedly lease to a short list (press report)Not before 2027
Unitree (G1, H2, R1)ChinaDirect, distributors and a US web storeIn stock via distributors; on DoD Chinese military-linked list (Jun 2026)
UBTech, AgiBot, GalbotChinaPrice not disclosedNot sold in the US per sources read
1X (NEO)USA (Palo Alto); founded in Norway$20,000 or $499/moConsumer product on a waitlist; not a jobsite tool

Sources conflict on some Chinese pricing; ranges are shown in the price-point section.

A4.2SHIPPING VS WAITLISTED

Shipping, pilot, waitlist and not yet differ widely.

Where named suppliers sit on availability to US buyers, as of Oct 2026.

Shipping nowPilot or earlyWaitlist or sold outNot yet
Boston Dynamics SpotAgility Digit 4 (nine facilities)Atlas: 2026 output committedApptronik Apollo 3 (2027)
ANYbotics ANYmal DFigure 03 (pilots; BMW ran Figure 02)ICON Titan: first units early 2027ANYmal X (launch later 2026)
Unitree Go2, G1, R1 (resellers)Bedrock (pilot sites, 2026; unconfirmed)Digit 5: early access 1H 2027Neura 4NE1 (Germany)
Dusty FieldPrinter (subscription)Built Robotics (RPD 35)1X NEO: consumer waitlistCaterpillar x FieldAI (announced)
Rugged Robotics (service)Canvas / JLG (previewed 2026)Optimus: not before 2027XPeng IRON (deliveries 2027)
Hilti Jaibot (rental)Okibo (US launch 2025)ICON reservation: $5,000 depositUBTech, AgiBot: not US-sold
ACR TyBOT (buy or RaaS)Watney (data center pilots)Arms: lead time not publishedGravis: US availability unknown

Only Chinese hardware shows immediate stock across categories, and it carries policy risk. Construction-specific vendors rarely publish price or lead time.

A4.3SUPPLIER MAP: SITE ROBOTS

Site robots are sold by quote, service or dealer.

Main suppliers by category: headquarters, how to buy and US availability (Oct 2026).

CategorySuppliers (HQ)How to buyUS availability
QuadrupedsBoston Dynamics Spot (USA); ANYbotics ANYmal D (Switzerland)Spot: contact sales. ANYmal: purchase plus software subscriptionBoth commercial; Spot lead time 10 weeks in one tender (see Section A4.4)
Quadrupeds, ChinaUnitree Go2/B2; Deep RoboticsDirect or resellersIn stock; Unitree on DoD list (Jun 2026)
LayoutDusty (California); Rugged (Texas); HP SitePrintDusty subscription; Rugged service onlyIn commercial use; Dusty has several dozen contractors
DrillingHilti Jaibot (Liechtenstein)Rental by Order FormCommercial since 2020; regional availability unverified
Rebar tyingAdvanced Construction Robotics (USA)Purchase $425,000-$455,500, or RaaSRaaS states list FL, MD, NC, NY, OH, PA, SC, TN, TX, VA, WV; not California
Excavator autonomyBedrock, Built, Teleo (USA)Install fee plus subscription; Teleo kit via dealersBedrock at pilot stage; RDO dealer covers Southern California (2023)
Cobot armsUniversal Robots (Denmark); FANUC (Japan); Standard Bots (USA)Distributors and integrators; Standard Bots directStandard Bots offers a free 30-day on-site pilot
WarehouseLocus, Stretch (Boston Dynamics), Formic (USA); Geek+ (China)RaaSFormic average lead time 12 weeks (vendor claim)

No vendor read published a California service-level commitment; California coverage is the least documented column. Skydio drones are sales-gated with no public price.

A4.4LEAD TIMES

Published lead times are rare and mostly vendor claims.

The few weeks or dates found in public sources, as of Oct 2026.

10 weeksSpot delivery, one Italian university tender. From contract signature; late penalty 0.1% of supply value per day; base price EUR 200,000.
12 weeksFormic average lead time (vendor claim). Stated on the Formic site for its RaaS service; unattributed.
1H 2027Digit 5 early access (company projection). General availability is projected for end-2027.
Early 2027Atlas wider sales; ICON Titan first units. Atlas 2026 output is committed; Titan has a $5,000 reservation deposit.

Not publicly disclosed

Digit 4, Jaibot and Dusty lead times. Industrial arm lead times: no verified figure (FANUC reported longer deliveries in 2022).

Capacity limits

Agility RoboFab output reported below 100 robots a year. Same plant is designed for up to 10,000 units a year.

What a quote should state

Delivery date from signature. Remedy for late delivery. Commissioning time on site.

A4.5GEOGRAPHY AND TRADE

Trade rules shift every few months.

Events that affect robot cost and supply, in order (as of Oct 2026).

China licenses seven rare earths

Magnets using them need export licences; the rule is still in force.

Section 232 probe on robotics opens

BIS notice of Sept 24 covers robotics, machinery and parts.

China widens its controls

Adds more elements, equipment and lithium-ion battery items.

Wider controls are paused

Announcement 70 suspends them until Nov 10, 2026.

Court strikes down IEEPA tariffs

Ruling of Feb 20; about $166B in refunds; a 10% Section 122 tariff followed (later ruled illegal by the CIT; on appeal).

Unitree added to DoD list

Unitree denies PLA sales. Metals duties apply to full value from Jun 8.

Rare-earth pause expires

No extension was found in the sources read as of Oct 2026.

A4.6GEOGRAPHY AND TRADE

Trade status: some facts firm, many still open.

What is confirmed, what is not, and where components concentrate (as of Oct 2026).

50%Section 232 duty on steel and aluminum
69.2%Share of rare earths mined in China, 2025
Nov 10Scheduled end of China controls pause

Confirmed

Copper 50% on semi-finished items. Full customs value for metal derivatives from Jun 8, 2026. China processes up to 90% of rare earths. Tesla said magnet controls affected Optimus (Apr 2025).

Not confirmed

Outcome of the robotics Section 232 probe. Section 301 and all-in duty on Chinese robots. Whether the rare-earth pause is extended. Western magnet supply capacity. Battery cell supply links to robot makers.

Component concentration

Actuators: 35% to 60% of humanoid cost (estimates). Reducers: Harmonic Drive, Nabtesco, Leaderdrive. Hesai lidar on the DoD 1260H list. Jetson Thor kit $3,499; shortage not seen (unverified).

A June 2026 Section 232 update listed no robotics action. Treat the robotics outcome as pending until a proclamation is confirmed.

A4.7WAYS TO ACQUIRE

Five ways to acquire a robot shift risk differently.

Who owns the machine, how payment works and who carries the risk, with published examples.

BuyLeaseRentRaaSOutcome-based
Customer owns hardwareFMV: lessor owns, lower paymentsVendor owns and often supportsVendor owns; fixed monthly feePay per hour, tie, hole or day
Cash or loan, plus software and support$1 buyout: customer owns at the endDay, week or month; short minimumSoftware and maintenance bundledVendor carries productivity risk
Customer carries residual and upkeepFixed monthly, often 36 to 60 monthsCustomer pays for loss or damageMulti-year terms commonFew public examples
Year-one expensing possibleEarly exit costs remaining paymentsFees run until the unit is returnedVendor solvency becomes a riskFormic: $8-$30/hour (single source)
Digit: ~$200,000 hardware (analyst assumption)$130,000 robot: $2,549/mo (2022)Cyphra rover: $200/day or $1,800/moDigit: $8,500/mo plus deploymentTyBOT RaaS: priced per tie/lb

Rent and RaaS move residual value, obsolescence and maintenance to the vendor. Buying keeps them with the customer.

A4.8OWN VS PAY PER USE

Own for steady use; pay per use for lumpy use.

Buy and lease versus rent, RaaS and outcome-based pricing.

Own (buy or lease)

  • Cost: capital outlay or fixed payments, with no usage premium on top.
  • Utilization: pays off when hours are high and steady across years.
  • Risk: customer carries resale value, obsolescence and repairs.
  • Tax: a purchase or $1-buyout lease can use Section 179 and bonus depreciation.
  • Flexibility: low; early exit costs remaining payments or resale effort.
  • Vendor dependence: moderate; support contracts still needed.

Pay per use (rent, RaaS, outcome)

  • Cost: a premium paid every month; Digit RaaS breaks even near 4,075 hr/yr (illustrative).
  • Utilization: suits short, uneven or pilot use with idle periods.
  • Risk: vendor holds residual, upkeep and obsolescence risk.
  • Tax: payments are deductible as incurred; no year-one expensing.
  • Flexibility: high; Jaibot orders end on 30 days notice.
  • Vendor dependence: high; solvency, recall and renewal pricing matter.

Digit break-even: $107,000 a year ($8,500 x 12 plus $25,000 deployment over 5 years) divided by $26.26/hr loaded hand-laborer cost is about 4,075 hours a year, before supervision and downtime. Illustrative.

A4.9WHEN EACH MODEL FITS

Hours per year and project length pick the model.

Illustrative guide for one robot, before supervision, downtime and tax. Not vendor or lender quotes.

Hours per yearUnder 3 months3 to 12 months1 to 3 years3+ years, steady
Under 1,000 (occasional)Rent or per-project serviceRent or serviceRentRent: ownership idles capital
1,000 to 3,000 (single shift, partial)Rent (one-month minimum)Rent or RaaSRaaS or FMV leaseFMV lease or buy; RaaS if capital-limited
3,000 to 4,000+ (near two shifts)Rent if availableRaaSRaaS or leaseBuy ($1 buyout or cash) for year-one expensing
4,075 hrDigit RaaS break-even a year vs $26.26/hr labor
3,567 hrSame break-even vs a $30/hr benchmark
$500/dayJaibot rental used in the holes-per-shift sum
~5,000Holes below which Jaibot savings erode (single source)

Buy suits steady use if residual and upkeep risk are acceptable. RaaS beats national-wage labor only near two shifts; higher local wages lower the hours needed.

A4.10PRICE POINTS BY ROBOT CLASS

Prices span about 300x; many are not disclosed.

Reported and list prices in USD by class, as of 2026. Sources differ for the same model by 30% to 40%.

Robot classBuy (list or reported)Rent / lease / RaaSSource and quality
Unitree R1 and G1 humanoidsR1 about $4,900-$6,870; G1 $13,500-$27,990Humanoid lease $3,000-$15,000/mo (one lessor)Unitree sites 2026; lessor (vendor)
Agility DigitAbout $200,000-$250,000 (analyst assumption); $210,000 each on one 5-robot order$8,500/mo plus about $25,000 deploymentDynamo 2026 (single source)
Figure, Apptronik, Atlas, OptimusNot publicly disclosedNot publicly disclosedCompanies, 2026
Unitree Go2 quadruped$1,600 (Air) to about $11,190 (Edu)Quadruped lease $500-$4,000/mo (one lessor)Unitree 2026; resellers
Spot; ANYmal DSpot $74,500 (2020); above $100,000 jobsite set-up (reported). ANYmal not disclosedNot publishedIEEE Spectrum 2020; Buildermuse 2026 (single)
Layout (Dusty, HP SitePrint)Not itemizedDusty $2,500-$5,000/mo plus fees; HP $1,500-$2,000/moBuildermuse 2026 (single source)
Drilling (Hilti Jaibot)No sticker price; $300,000 loss charge$10,000+/mo (reported)Hilti terms; Buildermuse 2026
Rebar tying (TyBOT)$425,000 (67 ft) to $455,500 (117 ft)RaaS per tie/lbACR (vendor)
Excavator autonomy kitsBluelight about $40,000-$50,000 (vendor claim); others not disclosedBedrock: install fee plus subscriptionEquipment World 2026; Sacra 2026
Cobot arm (Standard Bots)$29,500 to $49,500Cobot lease $1,200-$3,000/mo (one lessor)Standard Bots 2026; lessor (vendor)

Installed cobot cost is reported at 2.5x to 4x hardware. Hardware is a minority of total deployed cost.

A4.11HILTI JAIBOT RENTAL TERMS

Jaibot is rented on terms that favor Hilti.

Key terms from Hilti US Jaibot System terms (read Oct 2026). Prices sit in each Order Form and are not public.

1 monthMinimum rental (20 working days)
8 h/dayMaximum operating time
30 daysNotice for customer to end an order
$300,000Replacement charge for loss or misuse
Use and control
ModelRental only; no purchase route in the terms read
BillingMonthly for all workdays, until the full system is returned
RecallHilti may recall the unit and end an order at any time
OperatorsOnly Hilti-trained operators; only Hilti may repair
Ceiling height8.3 to 16.5 ft (2.65 to 5 m)
Money and liability
Loss clause$300,000 for loss, theft or damage from misuse; 40% of list for accessories
DefectsRepairs free; wear parts and consumables charged
DowntimeFees waived on defect days if Hilti is told before 13:00
ExclusionsNo business-interruption or consequential damages
IndemnityCustomer indemnifies Hilti; no uptime guarantee

Reported rate: $10,000+ a month (single source, Buildermuse, Sep 2026). The terms contain no data-ownership clause.

A4.12LEASE STRUCTURES

Lease structure decides cost, tax and exit.

General framework; robot-specific rates, residuals and advance rates are not publicly verified.

FMV (operating) lease

Lower payments because the lessor keeps residual-value risk and claims depreciation. End of term: return, renew or buy at fair market value. Lessee deducts payments as expense.

$1 buyout (finance) lease

Higher payments; the lessee is treated as owner and the title passes for $1. May qualify for Section 179 and bonus depreciation. Both lease types sit on the balance sheet (ASC 842).

10% option and TRAC

A 10% purchase-option lease also exists. TRAC leases normally cover titled vehicles. TRAC is unlikely to fit most robots. General industry definitions, not robot-specific.

Robot lease examples

HowToRobot and River Capital (2022): $130,000 robot at $2,549/mo over 60 months. $2,549 x 60 = $152,940; about 6.6% implied (illustrative). Program may no longer be active.

36-60 moTypical lease terms in program examples
2-6 moEarly exit cost in remaining payments (one lessor)
80% / 12%Advance and interest in Dynamo lender example

Rate context: one July 2026 SMB-finance site lists fixed equipment rates of 6.25% to 6.45% on $100,000-$249,999 (single source, low reliability). Robot-specific residuals are not published.

A4.13RAAS EXAMPLE: AGILITY DIGIT

Digit RaaS terms come from one reported source.

Reported terms and illustrative arithmetic. Source: Dynamo reading of the Churchill XI S-4 (single source).

$8,500

Per month, software and maintenance included. Reported; three-year terms implied.

~$25,000

One-time deployment fee. Reported; purchase scenario uses about $20,000.

$306,000

Monthly fees over 36 months, per robot. Illustrative: $8,500 x 36.

35%

Deposit on a five-robot order. $367,500 on $1,050,000 ($210,000 each).

Buy instead (scenario)

About $200,000 hardware (analyst assumption) plus $20,000 deployment. About $36,000 a year software and maintenance (about 18% of hardware). Dynamo assumptions, not a quote.

Not known publicly

Term, renewal pricing and exit terms in the filing. Uptime commitment and service credits. Data-ownership terms.

Vendor context

FY2025 net sales $1.8M; operating loss about $140M. Cash $103.0M at year-end 2025 against $99.8M burn. $300M+ orders subject to milestones.

A4.14CONTRACT STRUCTURES

Contracts move from pilot to fleet in stages.

Published examples of each stage; most SLA and data terms are not public.

Pilot

Standard Bots: free 30-day on-site pilot. Hilti: one-month minimum. Lessors: 1-3 months (single source).

Scoped site

One site, defined tasks. Deployment fee up front, such as about $25,000 for Digit.

Staged fleet

Orders tied to milestones. Digit order: 35% deposit; $300M+ backlog subject to milestones.

Run under SLA

Uptime, response time and credits in writing. Formic cites 99.30% (vendor claim).

Renew or exit

Fees can adjust at auto-renewal (reported). Leases charge 2-6 months on early exit.

Terms to read closely

  • Hilti gives no uptime guarantee and excludes business-interruption damages; Formic FAQ gives no uptime figure or remedy.
  • Hilti terms hold no data-ownership clause; the customer supplies project coordinates and answers for their accuracy.
  • Items to specify: ownership of site and BIM data, no reuse for model training, deletion on exit, confidentiality for data centers.
A4.15INSURANCE AND WARRANTIES

Insurance is bespoke; warranties are short.

What is published about cover and warranty for robots, as of Oct 2026.

2-5%Yearly insurance as share of hardware (single vendor source)
12 moSpot warranty in 2020 terms of sale
10 daysSpot CARE repair or replace response in one tender
~18%Digit service cost per year vs hardware (assumption)
Insurance
Benchmark2-5% of hardware value a year; $2,000-$5,000 on a $100,000 robot (illustrative)
ProductsRobotics liability and E&O exist (Koop, 2022); AXIS and Founder Shield offer cover
PricingLimits and premiums not published; quote only
GapTraditional policies may not fit cleanly (single source)
Lines to priceGeneral and product liability, equipment floater, E&O, cyber, workers comp
Warranties and service
Spot (2020)12 months; 90 days on consumables; falls from environment are not defects
VoidingUnauthorized opening or repair voids it
Spot CAREAccidental damage repair; response within 10 days (tender)
JaibotDefect repairs free; wear parts charged
Digit RaaSMaintenance and software bundled

Other warranty terms, battery life and residual values were not found in public sources.

A4.16TAX AND INCENTIVES

Federal expensing is clear; California differs.

Tax and incentive rules relevant to a robot purchase, as verified (Oct 2026). Not tax advice.

ItemRuleScopeStatus of evidence
Section 179Limit $2,500,000; reduced once property placed in service passes $4,000,000FederalIRS page; 2026 indexed amounts not verified
Bonus depreciation100% for qualified property acquired after Jan 19, 2025; 40% election for first yearFederalIRS; Notice 2026-11 gives interim guidance
Lease treatment$1-buyout lease treated as ownership; FMV lease and RaaS payments deducted as incurredFederalLessor guidance; confirm with a CPA
California bonusNo conformity to federal bonus depreciation; standard MACRS onlyStateSingle source (CPA-firm blog)
California 179Reported limit of $25,000 a yearStateSingle source; confirm with FTB
ETP training grantsReimburses training: up to $600,000 per employer per year ($850,000 multi-employer); fixed fee $28 or $24; 8-200 hours per traineeStateFY2024/25 overview; not robotics-specific; current year unchecked
Depreciation classMost machinery is generally 7-year MACRS; a robot-specific class was not confirmedFederalSecondary source; confirm with a CPA
Other incentivesState or federal robot-purchase rebates and grants: none found-Not found

Practical effect for a California taxpayer: full federal year-one deduction, smaller state deduction. Depreciation class for robots was not confirmed.

A4.17PROCUREMENT CHECKLIST

Ten points to settle before signing.

A procurement checklist drawn from the terms and gaps found in public sources.

01

Commercial model is in writing.

Price, deployment fee, software, support, term and renewal adjustment.

02

Delivery has a date and a remedy.

Spot tender example: 0.1% of supply value per day late.

03

Uptime is defined.

Measurement, response time, service credits and a right to exit for chronic failure.

04

Loss and damage are allocated.

Hilti example: $300,000 on the customer; confirm insured amounts.

05

Safety evidence is on file.

Risk assessment and certification status; no finished humanoid standard yet.

06

Data rights are settled.

Ownership of site data, no model-training reuse, deletion on exit.

07

Vendor failure is planned for.

Source-code escrow, step-in rights, spares and data return (framework).

08

California service is checked.

Technician location and response time; no vendor published a commitment.

09

Trade exposure is mapped.

Origin, tariff class, magnet sourcing and DoD-list status of Chinese parts.

10

Tax and insurance advice is taken.

Lease class, Section 179, California treatment and a broker quote.

A4.18SUPPLIER DUE-DILIGENCE SCORECARD

Check supplier health, support, safety, data and record.

Six scorecard criteria, and reported distress cases showing why they matter (as of Oct 2026).

CriterionWhat to check
Financial healthCash against burn, funding, revenue base, backlog quality
Support footprintTechnicians and spares in your state; response times in writing
Safety certificationThird-party evaluation, risk assessment, site safety case
Data termsOwnership, reuse limits, deletion on exit, confidentiality
Track recordNamed paid deployments, separate from pilots
Contract protectionsEscrow, step-in rights, renewal price caps, data return

Scorecard criteria

CompanyReported position
Agility RoboticsFY2025 sales $1.8M, loss about $140M; cash $103.0M vs $99.8M burn
FBR (Hadrian X)Jun 2026 quarter cash A$28k; going-concern risk evident
Rapid RoboticsReported to have left RaaS and closed as a US firm, Sep 2025
ICONCut about 25% of staff (114 per a WARN notice) in early 2025; over $450M raised
Rethink RoboticsClosed in Oct 2018
Figure AINov 2025 suit by ex-head of product safety alleges retaliation (allegation)

Reported distress examples

Each example is one filing or report at a point in time, not a verdict. Digit 4 passed an OSHA-recognized lab evaluation; Digit 5 third-party certification for work outside fenced cells is pending.

A5.1SITE READINESS AND MAPPING

A robot is only as ready as the site is.

Vendor workflows start with survey control, model data and a map before any robot works.

  1. Survey

    Jaibot and Dusty depend on a surveyed total-station control network on the floor. (Hilti, Dusty)

  2. Prepare data

    Dusty accepts RVT, DWG and IFC; Jaibot uses AutoCAD or Revit data sent through Hilti Cloud. (BIM / CAD)

  3. Map

    Agility Arc handles facility mapping and workflows; Spot Orbit records missions and map routes. (Arc, Orbit)

  4. Connect

    Orbit runs over Wi-Fi, LTE or cellular, or on an on-site rack. Site-wide Wi-Fi or private LTE is an inference. (Network)

  5. Stage power

    Dock locations and spare batteries are site-planning items (inference). Digit docks on its own. (Charging)

Documented site conditions and duties

  • Hilti Jaibot: ceiling height 8.3 to 16.5 ft (2.65 to 5 m); operating time capped at 8 hours a day.
  • Hilti Jaibot: the customer keeps the unit free of dust and replaces batteries, bit inserts, vacuum bags and filters.
  • Hilti positioning kit: PLT 300 total station and PLC 400 field tablet. Dusty links to a Leica total station.
A5.2RUNNING A FLEET

Fleets need new roles and a software layer.

Human in the lead, robots in the loop: people set the work, triage exceptions and repair.

$73,900BLS median, mechatronics technicians (May 2025)
~15,500US jobs in that occupation (2025)
+30%Reliability and maintenance staff at Amazon Shreveport (Amazon)
NoneVerified supervision ratio for construction
Roles
Fleet supervisorOversees many robots, triages exceptions. Pay data not found.
Field technicianInstalls, calibrates, repairs. Closest BLS code is 17-3024.
TeleoperatorTakes over for edge cases. IFR says humanoids often need teleoperation.
Integration engineerCells, interfaces, commissioning. BLS proxy: electrical engineer $120,630.
Fleet software (vendor descriptions)
Spot OrbitMap-based live locations, mission scheduling, alerts, remote operation, APIs.
Agility ArcFacility mapping, daily operations, troubleshooting; KPIs for uptime and incidents.
Hilti CloudJob files to the field tablet; robot status syncs back for documentation.
Dusty platformBIM-based layout; usage-based subscription, quote only.
A5.3INTEGRATION WITH BIM, CMMS, WMS AND BMS

Verified integrations are few and vendor-described.

Only examples found on vendor or press pages are listed. Everything else is marked not verified.

PlatformConnects toWhat it doesEvidence
Spot OrbitBusiness systems via webhooks and APIsCan create work orders automaticallyVendor page, 2026
Oxmaint CMMSOrbit through a REST APIWork orders for findings rated Medium or above; under 5 minutes claimedThird-party marketing
Agility ArcWMS, WES and MES via APIsMapping, workflows, uptime, throughput, MTBIVendor, 2024 and 2026
Dusty FieldPrinterRevit, AutoCAD, Leica total stationPrints BIM layout from RVT, DWG or IFC filesPress release, 2025
Hilti JaibotAutoCAD, Revit, Hilti Cloud, total stationDrills holes from a job file; status syncs to cloudVendor, 2020 and 2026
Procore, ACC, BMSNot verified for these robotsNo public integration found for these robotsGap
As-built to BIMNot verifiedAutomatic reconciliation by these vendors was not confirmedGap

Oxmaint figures (8 to 16 month payback, under-5-minute work orders) are marketing claims without cited sources. Dusty has no publicly documented API.

A5.4MAINTENANCE CYCLES: INDUSTRIAL ARMS

Arm service intervals depend on model and shifts.

Figures come from secondary summaries or one vendor presentation. The model manual governs.

Brand / modelItemInterval reportedSource qualifier
FANUCEncoder batteryAnnually or 3,840 hours, whichever is firstSecondary trade article
FANUCGrease or oil3 years or 11,520 hours; shorten if over 3,840 h a year. Another source says 1 to 2 yearsSecondary; conflicting, model-specific
ABB IRB 8700Gearbox oil20,000 hoursVendor presentation (2019), one heavy model
ABB IRB 8700Battery; gear overhaulBattery 4 years at 3 shifts; gear inspection or overhaul 8 years at 3 shiftsVendor presentation (2019)
KUKA KRC4Inspection; gearbox oilBasic inspection 1,000 to 2,000 h or 1 year; oil 10,000 to 20,000 h or 3 to 4 yearsThird-party, single source
KUKA (own page)Any intervalNone published on the KR QUANTEC PA press pageVendor press page (2021)
Cobot (UR)Rated life35,000 hours at full payload and speedForum post, not UR staff
Any brandGrease interval3,850 to 11,000 hours; harsher duty shortens itIntegrator article (2026)

Derived: 20,000 hours is about 10 years at 2,000 hours a year (one shift) and about 3.3 years at 6,000 hours a year.

A5.5MAINTENANCE CYCLES: MOBILE, LEGGED AND SITE ROBOTS

Outside arms, public service data is thin.

Warranty terms, consumables and who may repair are documented more often than service intervals.

ClassWhat is documentedSource qualifier
AMR (floor cleaning)Li-ion battery life of 2,000 or more charge cycles; 5 to 6.5 hours runtimeVendor claim (Tennant, 2022)
Spot (legged)12-month warranty; 90 days on wearable parts; falls caused by the environment are not defectsTerms of sale (2020)
Spot CARE (one tender)Year 1 covers accidental damage; repair or replacement within 10 days; EUR 200,000 base priceItalian tender, undated
ANYmal D (legged)Swappable 932.4 Wh battery; service terms not publicly disclosedDatasheet (2026)
Hilti JaibotOnly Hilti repairs; defects fixed free; wear parts and consumables charged; 30-day cure periodHilti terms (2026)
Digit (humanoid)Maintenance bundled in RaaS; Agility service cost about $15,000 a yearSingle source (Dynamo, 2026)
Autonomy kitsBuilt Robotics: install and calibration under a day. No service intervals publishedVendor claim (2022)
Dusty layout robotNo service intervals or spare-part terms foundNot publicly disclosed

No verified service interval was found for humanoids, quadrupeds, layout robots or excavator autonomy kits.

A5.6SPARE PARTS AND OEM SERVICE PLANS

Service is usually bundled, rented or a yearly fee.

Published plan prices are rare. The figures below are the ones with a source.

Bundled in a subscription

Digit RaaS at $8,500 a month includes software and maintenance. Locus is estimated at about $2,000 a robot a month all-in. Digit: single source (Dynamo, 2026). Locus: Sacra estimate, term not stated.

Yearly fee on hardware

Dynamo's Digit purchase case has about $36,000 a year for software and maintenance on $200,000 of hardware. Implied: about 18% of hardware a year. No arm service-plan share verified.

Rented, vendor repairs

Hilti rents Jaibot and does the repairs. It waives fees on defect days if told before 13:00 and does not guarantee uptime. Customer liable up to $300,000 for loss. Wear parts charged extra.

Spare parts

Spare battery list prices exist for Unitree only. Spot, Digit and AMR spares are not publicly priced. Unitree G1 battery $750. Unitree H2 battery $3,000.

~18%Digit service as share of hardware (implied)
~$15,000Agility cost to service one Digit per year
10 wkSpot lead time in one Italian tender
~12 wkFormic average lead time (vendor claim)
A5.7UPTIME AND AVAILABILITY

No verified uptime benchmark exists for most classes.

No verified MTBF or measured uptime was found for Digit, Spot, Jaibot or Dusty (as of Oct 2026).

NoneVerified MTBF for any robot class
99.30%Formic uptime (unattributed vendor claim)
99.5-99.6%AMR uptime in CMMS-vendor marketing
65,000+ hDigit 4 operating hours, nine facilities (company)

What is published

Formic states 99.30% uptime and committed SLAs, without a definition or a source. Oxmaint markets 99.5% and 99.6% AMR fleet uptime with predictive maintenance; pages not read in full. Agility Arc reports uptime, throughput and mean time between incidents, but publishes no values.

What vendors disclaim

Hilti does not guarantee uptime or minimum speed on Jaibot. Fees are waived only for defect days reported before 13:00. Hilti excludes business-interruption and consequential damages. One analyst: public proof of high uptime for Agility is still missing.

Terms to define

How availability and an incident are counted. Response and repair times. Remedy when targets are missed. Who supplies loan units or spares.

A5.8BATTERY MANAGEMENT

Runtime is short; cycle life sets replacement.

Runtime figures are vendor specifications. Cycle-life years are simple division (derived).

RobotRuntimeRecharge
Spot~90 min (564 Wh)60 min
ANYmal D90-120 min (932 Wh)3 h full; 100 min to 70%
Digit 4Up to 4 h reportedAuto docking; 2:1 work to charge
Digit 5 (plan)~90 minUnder 9 min (management)
Figure 035 h (vendor)Inductive, 2 kW
JaibotUp to 8 h (vendor)Not stated
Unitree R1~1 hHand-swapped battery

Runtime and charging

ItemValueQualifier
LiFePO4 AGV pack~3,500 cyclesBattery vendor claim
Tennant Li-ion pack2,000+ cyclesVendor claim
1 cycle/day, 330 days6.1-10.6 yearsDerived
2 cycles/day, 330 days3.0-5.3 yearsDerived
Unitree G1 / H2 spare$750 / $3,000Vendor list
Optimus Gen 2 pack~$300 (2.3 kWh)Single secondary
Spot, Digit, AMR packsNot disclosedNo price found

Battery life and price

Calendar aging and temperature also limit pack life and are not modelled here. Digit 4 runtime differs by source (up to 8 h in 2024; up to 4 h reported in 2025).

A5.9USEFUL LIFE

Physical life, support life and tax life differ.

The bars are different measures for arms, not one lifespan. Humanoid and legged life: none verified.

Years, by measure (arms)

IFR assumed12.0
IFR possible15.0
ABB overhaul8.0
IRC5 support10.0
UR rated life17.5

Accounting life

  • IFR assumes 12 years of service life for arms; a 2000 study suggested closer to 15.
  • ABB overhaul at 8 years is for 3-shift duty. It marks a refurbish point, not retirement.
  • IRC5 support is "at least 10 years" (floor, not a life). UR bar is 35,000 h at 2,000 h a year (derived).
  • 7-year MACRS covers most machinery per a secondary source. No robot-specific class was confirmed: confirm with tax adviser.
  • 100% bonus depreciation for property acquired after Jan 19, 2025; Section 179 limit $2.5M.
A5.10RESIDUAL VALUES AND SOFTWARE LIFECYCLE

Controllers can age out before the steel does.

Resale evidence covers refurbished arms only. Software support horizons are the nearer limit.

~50%Refurbished arm price vs new (integrator)
49-93%Current-generation milking robots, resale vs new
5-7%Previous-generation milking robots (single source)
10+ yrABB IRC5 service support commitment

Residual values

  • Refurbished industrial arms sell at about half the price of new (Robots.com, 2026).
  • Milking robots show a generation cliff (single teaser source, different industry).
  • No verified residual for humanoids, AMRs, legged, layout or drilling robots.
  • Hilti and Dusty rent rather than sell, so the vendor carries residual risk (derived).

Software and obsolescence

  • ABB IRC5: new-device orders closed Nov 2025; production ends mid-2026; then "Classic" status.
  • Support runs at least 10 years from the mid-2026 end of production, to about 2036 (derived).
  • That is shorter than the 12 to 15 year physical life. Successor controller: OmniCore.
  • FANUC (2022): parts procurement lengthened delivery times for all products.
  • Spot's 2020 kit included only one year of software updates.
A5.11KPIS

Measure output per hour, not robot count.

Only the first three measures come from a vendor KPI set. The rest are suggested measures (inference).

KPIWhat it tells youBasis
Uptime / availabilityShare of scheduled time the robot is ready to workAgility Arc KPI
ThroughputOutput per hour: totes, holes or square feetAgility Arc KPI
Mean time between incidentsHow often work stops for a fault or a humanAgility Arc KPI
Interventions per shiftHuman touches needed to keep work flowingSuggested (inference)
Supervision ratioRobots per operator; earned from measured intervention ratesSuggested; no verified ratio
First-pass quality and reworkWhether output is usable without correctionSuggested (inference)
Cost per unit of outputDollars per hole, square foot or tote, as in the ROI casesUsed in cases on Section A5.13
Battery and sensor healthCharging cycles and sensor status drive service timingOrbit, per third-party text

Baseline the manual process first. Without a pre-robot cost per unit, a payback claim cannot be checked.

A5.12TOTAL COST OF OWNERSHIP: FRAMEWORK

Rule of thumb: budget at least 3x the machine price.

BCG-cited rule: budget at least 3x the machine price, and 4 to 5x for larger overhauls.

Acquire

Purchase, lease, RaaS or rental. Deployment fee (Digit: ~$20-25k). Lead time and deposit. Training and setup fee. Freight, duty and tariffs. Financing and insurance cost.

Integrate

Installation and peripherals. Segregated work areas. Backup power and network. BIM and survey data prep. Guarding or safety scanners. Charging and dock space.

Operate

Remaining labor: ~25% of today. Operators and supervisors. Consumables and batteries. Downtime, rarely modelled. Operator and crew training. Supervision time.

Maintain

OEM plan (Digit ~18% a year). Wear parts and repairs. Ageing raises repair cost. Software and controller refresh. Spare batteries and parts. Annual software fees.

Risk and exit

Insurance: little actuarial history. Residual value or buyback. Tax: bonus depreciation, 179. Contract exit and recall rights. Vendor failure or support exit. Decommissioning and removal.

Example from the BCG-cited rule: a $65,000 six-axis robot implies a budget of about $195,000 (3 x $65,000). Simple ROI ignores downtime and scrap or rework gains.

A5.13ILLUSTRATIVE TCO: DRILLING AND LAYOUT

Labor rate and throughput drive both cases.

Illustrative. Inputs are sourced; throughput is a vendor claim; excludes consumables, setup, lifts and a second worker.

StepArithmeticResult
Rental per day$10,000 / 20 days$500
LA inside wireman day$103.12 x 8 h$824.96
US median, loaded$30.38 / 0.70 = $43.40; x 8$347.20
Manual per hole, LA$824.96 / 250 to / 150$3.30-$5.50
Robot per hole, LA($824.96 + $500) / 500$2.65
Break-even, LA$1,324.96 / ($824.96 / 200)321 holes per shift
Break-even, US median$847.20 / ($347.20 / 200)488 holes per shift

A. Jaibot rental vs manual drilling

StepArithmeticResult
Loaded laborer$22.44 / 0.6933$32.37/hr
Manual crew day2 x 8 h x $32.37$517.92
Manual per sq ft$517.92 / 2,000 to / 1,000$0.26-$0.52
Dusty fee per day$2,500-$5,000 / 20 days$125-$250
Operator day8 h x $32.37$258.96
Dusty per sq ft($125+$259)/15,000; ($250+$259)/10,000$0.026-$0.051
Cost ratio (vendor throughput)$0.26/$0.051; $0.52/$0.026About 5x-20x*

B. Dusty layout vs two-person crew

A: manual 200 holes per shift (150-250 range); 500 holes is the vendor claim; $10,000+ a month is a single-source report. At LA scale the break-even is 64% of the claim; at the US median, 98%. B: 20-day month assumed from Hilti's Jaibot terms. *Reported results are far smaller: 50-70% less layout labor; cost-neutral at Turner.

A5.14ILLUSTRATIVE TCO: HUMANOID AND INSPECTION

Humanoid and quadruped cases need heavy use.

Illustrative. Assumes one robot-hour equals one human-hour, which is unverified and the largest uncertainty.

StepArithmeticResult
Human loaded rate$18.38 / 0.700$26.26/hr
RaaS per year$8,500 x 12 + $25,000 / 5$107,000
RaaS, 1 shift$107,000 / 2,080 h$51.44/hr
RaaS, 2 shifts$107,000 / 4,160 h$25.72/hr
RaaS break-even$107,000 / $26.264,075 h/yr
Purchase per year($200k + $20k + 5 x $36k) / 5$80,000
Purchase, 1 / 2 shifts$80,000 / 2,080; / 4,160$38.46 / $19.23

C. Digit vs warehouse laborer

StepArithmeticResult
Base price (2020)Launch price$74,500
All-in jobsite setupReported$100,000+
Avoided time20 h a week (Pomerleau)~$50,000/yr
Implied rate$50,000 / (20 x 52)$48.08/hr
Simple payback$100,000 / $50,0002.0 years
If only 10 h is real$25,000 saved a year4.0 years
UtilizationOften lacking under $20M projectsReported

D. Spot reality capture

C: human rate uses BLS hand laborer median $18.38 and the 70.0% wage share of compensation. Digit prices are Dynamo assumptions from one source; hardware $200,000 is not a filing figure. D: single secondary source, unverified.

A5.15PUBLISHED ROI AND PAYBACK CASES

Published paybacks are mostly vendor claims.

None below is an independent audit. Each is labeled by who made the claim.

RobotClaimWho says
DigitROI under 2 years versus a $30 an hour humanVendor claim (Agility CEO, 2024)
DigitAgility's own payback on a leased unit: about 21 months at $150,000 BOM, about 10 months at $75,000 (not a customer ROI)Dynamo, single source (2026)
AMRLockheed Martin reached ROI in nine months with 6 River SystemsVendor claim (2021)
SpotAbout 2 years: $50,000 a year saved on $100,000+ all-inSingle secondary source
Dusty layoutBreak-even if it displaces about 20% of one crew's hours; 50-70% less layout laborVendor and subs, reported
JaibotUp to 500 holes a shift vs 150-250; under $2 a hole at volumeVendor claim, single source
TyBot rebar34% projected saving in hours and duration on a PA bridgeVendor / trade press
Bluelight kitUp to 14% higher site output; idle time from ~70% to as low as 7%Vendor claim (2026)

Jaibot savings erode below about 5,000 holes and pencil out above about 10,000 (single source). Data center ceilings may need 15,000 to 50,000 penetrations.

A5.16WHY ROI MISSES

Reported ROI misses cluster around site, volume, cost.

Reported causes, with the evidence behind each.

01

Site conditions were not met

SAM100 suited only long flat walls; "there were never enough of those walls" (single source).

02

Volume cannot recover mobilization

Below about 5,000 holes, mobilization eats Jaibot savings (single source).

03

The site had to change

Robots that failed often needed the site or workflow changed around them.

04

Total budget runs 3x to 5x machine price

BCG-cited rule: at least 3x, and 4-5x for larger overhauls.

05

Labor does not vanish

About 25% of current labor remains after automation (rule of thumb).

06

Downtime is not modelled

Simple ROI ignores downtime; vendors disclaim uptime and publish no MTBF.

07

Ageing robots cost more

Serve Robotics expects repair cost to rise as its robots age (10-K).

08

Financial staying power

FBR spent over A$200 million over a decade without a sustainable business (single source).

09

Insurance has little history

Insurers lack actuarial history on autonomous equipment (single source, 2026).

10

Humanoid case is unproven

No documented paying humanoid construction deployment as of 2026 (single source).

A5.17DECISION FRAMEWORK AND READINESS CHECKLIST

Decide in four gates before any rollout.

A yes to every item in a column clears that gate. Open items become contract terms.

1. Task fit

  • Is the task repeated and well defined?
  • Does the site match the robot's limits?
  • Is BIM or map data accurate?
  • Is the robot class mature enough?
  • Is a pilot separate from production?

3. Readiness

  • Is survey control in place?
  • Are network and charging planned?
  • Are operators and technicians named?
  • Are CMMS, BIM and WMS links scoped?
  • Is the safety case reviewed?

2. Economics

  • Is the manual cost per unit baselined?
  • Is the labor rate union or open-shop?
  • Is utilization at two shifts or more?
  • Are TCO items above all priced?
  • Does payback hold at 60% of vendor claims?

4. Contract

  • Are uptime and MTBI defined?
  • Are response times and credits set?
  • Who owns data and recall rights?
  • Is a software support horizon stated?
  • Is exit or buyback priced?

Supervision ratios beyond one operator per robot are earned from measured intervention rates, not assumed (inference).

A6.1STANDARDS MAP

Humanoid safety standards are still being written.

Status of the main robot safety and security standards, as of Oct 2026.

StandardWhat it coversStatus (Oct 2026)Fit for large sites
ISO 10218-1:2025Industrial robot design (manufacturer)Published 5 Feb 2025 (3rd edition)Arms and fixed bases; not humanoids
ISO 10218-2:2025Robot applications; absorbs ISO/TS 15066; adds cybersecurityPublished 2025Basis for integrator risk assessment
ANSI/A3 R15.06-2025US adoption of ISO 10218-1 and -2Announced 9 Sep 2025; OSHA page still listed R15.06-2012US reference for industrial robots
ANSI/A3 R15.08Industrial mobile robots: maker, application, userPart 1 reaffirmed 2026; Part 2 (2023); Part 3 (2026)Built for structured, trained-staff sites
ISO 25785-1Dynamically stable mobile robots (legged, wheeled)Draft: CD comments closed 8 Jul 2026; not publishedFirst humanoid and legged standard; not final
ISO 3691-4Driverless industrial trucks (AGV, AMR)In force; edition year not verifiedWheeled carriers; excludes balancing robots
ISO 13482:2014Personal care robots2014 edition; revision status not verifiedDoes not address self-balancing robots
ANSI/CAN/UL 3300:2026Service, education and entertainment robotsEdition dated 14 Aug 2026Excludes industrial and hazardous locations
ISO 17757Autonomous earth-moving and mining machines2022 edition (as adopted by GSO)Autonomous excavators and haulers
IEC 62443Industrial automation and control cybersecurityStandards family; edition years not verifiedNetwork and OT security reference
A6.2COLLABORATION MODES

Four modes set how robots and people share space.

ISO 10218-2:2025 now holds the collaborative requirements that were in ISO/TS 15066.

Monitored standstill

The robot stops when a person enters the shared space and resumes when the person leaves. Formerly called safety-rated monitored stop. Person and robot rarely work together. Least change to robot speed.

Hand guiding

A person moves the robot by hand through a guiding device, while the robot holds a safe state. Teaching and positioning tasks. Operator stays in direct contact.

Speed and separation

The robot slows or stops as the gap to a person shrinks, based on a computed protective separation distance. Needs reliable sensing of people. Must be extended for moving hazards (IEEE, 2025).

Power and force limiting

Contact is allowed, but force and pressure stay under limits set for each body region. Limits drive payload and speed. Judged per application, not per robot.

4Collaborative operation modes
2016ISO/TS 15066 edition, now absorbed into ISO 10218-2
2025ISO 10218 edition that moved to application-level

Under the 2025 edition a robot is not "collaborative" on its own. Only a specific application (robot, tool, workpiece and task) can be designed, tested and confirmed as collaborative.

A6.3OPERATING MODELS

Operating models run from caged cells to fleets.

Who holds authority and where the human stands. A working taxonomy, not a standard.

ModelHuman roleRobot roleField example
CagedOutside the cell; enters under lockoutFull-speed repetitive workClassic factory cells
CoexistenceShares the building, not the taskAutonomous; zoned or time-separatedAmazon drive units; human stations at the edge
CooperationSame workspace, sequential tasksDoes the step before or afterDigit tote moves feeding a human-run line
Shared taskHands-on with the robotResponds to human motionLocus pick-and-carry (vendor claim)
Operator-directedDirects from a tablet or remoteDoes the bulk repetitive workCanvas drywall finishing; Hilti Jaibot
Supervised autonomySets the job, resolves exceptionsRuns the mission aloneSpot site rounds; Dusty layout from BIM
TeleoperationTakes control remotelyExecutes low-level motionDelivery robots; many humanoid tasks (IFR)
Fleet supervisionOne person oversees many robotsFleet self-coordinatesAmazon DeepFleet; Locus fleets (vendor claim)

In construction, most deployed systems today are operator-directed or supervised autonomy, not shared-task collaboration.

A6.4BUILDING A SITE SAFETY CASE

A site safety case is built in six steps.

Typical sequence for a robot on a construction or data center site. General practice, not a legal checklist.

  1. Define

    Specify the tasks, the site and the operating environment, including floors, slopes and zones. (Scope)

  2. Assess

    Run a task-based risk assessment under ISO 12100 and RIA TR R15.306 across the robot lifecycle. (Hazards)

  3. Reduce

    Design out hazards, then add guarding, zones, fall areas and e-stop and power-loss behavior. (Controls)

  4. Validate

    Test stability, stops and battery hazards; seek third-party inspection where available. (Proof)

  5. Authorize

    Train staff, integrate lockout/tagout and set user responsibilities (R15.08-3, TR R15.706). (People)

  6. Operate

    Log incidents, re-validate after changes and review the case on a fixed cycle. (Ongoing)

Site factors that constrain robot paths and payloads (inference)

  • Data centers: raised floors, cable trays, hot and cold aisles, energized gear (NFPA 70E) and gas fire suppression
  • Construction: changing layouts each day; the draft ISO 25785-1 assumes level ground and flags slopes above 5 degrees
  • Battery charging areas are likely to be reviewed by the local authority and the insurer
A6.5OSHA AND CAL/OSHA

OSHA has no robot rule; general duties still apply.

Only verified points shown; items marked general framework are background, not legal advice.

0Robot-specific OSHA standards
41US robot-related deaths, 1992-2017 (NIOSH)
2017NIOSH robotics research center founded

Federal OSHA

No specific standard for the robotics industry. Machine guarding and lockout/tagout apply. General Duty Clause: no recognized hazards. R15.06 and similar are consensus, not OSHA rules. Many accidents occur in non-routine work.

Sites: general framework

A robot is treated as powered equipment. No robot subpart in 29 CFR 1926 (unverified). Several employers on a site can share duties. Owners add contract rules above OSHA minimums. Standards act as evidence of recognized hazards.

California

Cal/OSHA is a State Plan; may be stricter. Robot-specific Title 8 rules: not verified. No state law found for worker-adjacent robots. SB 7 (2025) addresses automated hiring and firing, not robots; final status not verified.

A6.6EU AND CHINA

EU rules arrive in 2027; China set a standards map.

Two regimes a global supplier must plan for. Dates as of Oct 2026.

European Union

  • Machinery Regulation 2023/1230 applies from 20 Jan 2027 and replaces the 2006 Directive
  • AI Act high-risk dates moved by the Digital Omnibus: 2 Dec 2027 (Annex III) and 2 Aug 2028 (Annex I products)
  • Machinery-regulated products are largely exempt from direct AI Act duties; AI safety rules are to be added to the Machinery Regulation
  • Council approval of the Omnibus was announced 29 Jun 2026
  • US-built robots sold in the EU need CE-marking readiness (inference)

China

  • Humanoid Robot and Embodied Intelligence Standards System (2026 Edition) released 28 Feb 2026
  • Built with 120+ contributing organizations; initial list of 52 standards
  • Six areas, including complete systems, applications and safety and ethics
  • Of 13-14 key standards, statuses ranged from call for comment to drafting to approval
  • Also names an identity management initiative for humanoid robots

Both regimes are moving: EU duties start in 2027-2028, and China's standards were still mostly draft in early 2026.

A6.7LIABILITY AND INSURANCE

Liability follows the role each party plays.

General framework for US deployments; not legal advice. Insurance market data for humanoids was not found.

Manufacturer

Faces product liability for design, manufacturing and warning defects, including software behavior. Provides manuals and a risk assessment. Third-party claims reach the maker.

Integrator

Responsible for system design, guarding and the application risk assessment under ISO 10218-2 and R15.06. Owns the safety case for the application. Needs professional liability cover.

Operator / employer

Carries the OSHA duty and workers compensation exposure. Compensation generally bars employee suits against the employer. Claims shift to maker or integrator. Site rules may define who is "operator".

Contract and cover

Indemnities, additional-insured status and waivers of subrogation allocate risk. Insurer appetite for humanoids is not public. Confirm general, products, E&O and cyber. Confirm property cover for battery fire.

$51MSought in a suit over a 2023 Tesla incident (allegation)
41US robot-related deaths, 1992-2017 (NIOSH)
6+Insurance lines to confirm: GL, products, E&O, cyber, property, comp

Robot-as-a-service is described by IFR as already the dominant business model in the US, so who counts as "operator" is a contract question to settle early.

A6.8INCIDENTS AND LAWSUITS

Incidents and suits are mostly allegations so far.

Verified reports only; claims are allegations unless a finding is stated. Outcomes not found as of Oct 2026.

WhenEventWhat was reportedStatus
Jul 2023Tesla Fremont incident and suitA technician alleges a robot arm released with great force and knocked him unconscious during base-motor removal (incident 22 Jul 2023; suit later); he seeks $51M.Allegation; outcome not found
Dec 2024Amazon injury reportSenate HELP minority report: workers nearly twice as likely to be injured as at other warehouses over seven years. No split by robotic vs non-robotic sites.Amazon disputes it
Mar 2025Digit trade-show fallAn Agility Digit collapsed at a trade show and dropped its load.Reported; no injury stated
May 2025Unitree H1 testAn H1 reportedly attacked an engineer during testing in China; stopped only by full power shutdown. Cause not independently verified.Media-based record (OECD.AI)
Nov 2025Figure AI suitFormer safety head alleges he was fired after warning that robots could fracture a skull. Figure denies the claims and cites poor performance.Filed in N.D. Cal.; outcome not found
$51MSought in Tesla suit (allegation)
~2xAmazon injury odds vs peers (disputed report)
$39BFigure valuation about two months before its suit

Baseline: NIOSH counted 41 US robot-related workplace deaths from 1992 to 2017, mostly industrial arms. No humanoid recall was found.

A6.9CYBERSECURITY AND DATA PRIVACY

Connected robots add cyber and privacy exposure.

Security findings are researcher reports; privacy rules are a general US framework, not legal advice.

Sep 2025Researchers report root access on the Unitree G1
300 secTelemetry interval to two IP addresses, same paper
Jun 2026Unitree added to the DoD Chinese military-linked list

Cybersecurity

  • ISO 10218-2:2025 adds cybersecurity requirements that affect robot safety
  • IEC 62443 is the usual reference for industrial control security
  • Researchers (Sep 2025) reported root access via Bluetooth provisioning and hardcoded keys on the Unitree G1
  • The same paper reports telemetry sent every 300 seconds to two IP addresses
  • Unitree called an April 2025 backdoor allegation a fixed vulnerability
  • DoD added Unitree to its Chinese military-linked list in Jun 2026

Data privacy (general framework)

  • No general US federal privacy law; state laws apply, such as California CCPA/CPRA and Illinois BIPA for biometrics
  • Robot cameras and microphones capture workers; recording and audio-consent rules vary by state
  • Data centers often bar recording; contracts tend to require edge processing and no footage leaving the site
  • IEEE (2025) names privacy and security as challenges but leaves them undefined
  • Ask each vendor where data is stored and who can access it
A6.10REGULATORY OUTLOOK

Key dates through 2028 shape the rules ahead.

Published and expected dates for standards and regulation, as of Oct 2026.

ISO 10218-1:2025

New industrial robot edition published; ANSI/A3 R15.06-2025 followed on 9 Sep 2025.

China standards map

First humanoid standards system released, with 52 standards listed.

ISO 25785-1 draft

Committee Draft comment period closed; no DIS yet.

EU Machinery Regulation

Applies and replaces the Machinery Directive.

ISO 25785-1 final?

Analyst inference after DIS and FDIS stages; not an ISO commitment.

AI Act Annex III

Stand-alone high-risk duties, moved from 2 Aug 2026.

AI Act Annex I

AI in regulated products, moved from 2 Aug 2027.

Open items: no U.S. robotics executive order was found, H.R. 8189 (foreign-made humanoid procurement ban) is only proposed, and the Section 232 robotics outcome was not found.

A6.11KEY CONSIDERATIONS (1 OF 2)

Check technology, site and safety before committing.

Decision checklist before deploying robots on a large project.

Technology

  • Is the task proven in paid production, or only in a pilot?
  • Which autonomy level applies: teleoperated to autonomous?
  • What interventions per shift and what supervision ratio?
  • Is runtime (about 1.5-5 hours, vendor claims) enough per shift?
  • Can the robot recover from a fall without help?
  • How does it tie into BIM, CMMS and site networks?

Site

  • Are floors level and finished; any slopes above 5 degrees?
  • Is wireless coverage tested across every robot route?
  • Where do charging or battery swaps happen safely?
  • Do raised floors, trays and aisles block paths or payloads?
  • Is the site structured enough for R15.08 assumptions?
  • Can areas be zoned and kept clear as work changes?

Safety

  • Has a task-based risk assessment been done for this site?
  • Is there an independent safety controller and e-stop?
  • What happens to the robot on power loss: fall or descent?
  • Which standards apply, and what is still draft?
  • Who is trained, authorized and responsible (R15.08-3)?
  • Is there a lockout/tagout and incident reporting plan?
A6.12KEY CONSIDERATIONS (2 OF 2)

Then test commercial, workforce and supplier risk.

The second half of the decision checklist.

Commercial

Prices, uptime and service terms are often not public, so they must be written into the contract. Purchase vs robot-as-a-service; who is operator. Indemnities, insurance and uptime terms. Tariffs: metals duties apply; Section 232 outcome not found.

Workforce

Robots shift the work toward supervision and maintenance, and NIOSH flags worker stress and distrust as risks. Who supervises, who maintains. Training before first mobilization. Amazon reports 30% more reliability roles at a new site (company claim).

Supplier risk

A small set of suppliers and parts carries concentrated risk, and some timelines are targets, not output. Magnets: China about 90%; export pause ends Nov 10, 2026 (as reported). Unitree on DoD list since Jun 2026. Digit 5 early access H1 2027; Tesla targets missed.

1.5-5 hHumanoid runtime range (vendor claims)
~90%China share of rare-earth magnets
Jun 2026Unitree added to DoD list

Ask each supplier for measured uptime, intervention rates, financial position, service coverage and a safety file. None of the vendors reviewed publish measured uptime.

A6.13PART A TAKEAWAYS

Ten things to remember about robots.

The essentials from Part A, as of Oct 2026.

01

Industrial robots are a scaled market.

IFR counts 542,000 installed in 2024, 54% of them in China.

02

Service robots are growing fast.

IFR counts nearly 250,000 professional units shipped in 2025, up 24%.

03

Humanoids are early.

IFR counts about 7,000 full-size units sold in 2025; TrendForce forecasts over 50,000 in 2026.

04

Match the robot class to the task.

Light, Medium and Heavy classes carry very different site demands.

05

Human in the lead, robots in the loop.

People set the job and resolve exceptions.

06

Vendor numbers are claims.

Runtimes of about 1.5 to 5 hours and uptime figures are rarely independently measured.

07

No finished humanoid safety standard exists.

ISO 25785-1 was still a draft in Oct 2026.

08

Rules rest on general duties.

OSHA has no robot standard, so consensus standards set the benchmark.

09

Contracts allocate risk.

Settle operator status, indemnities and insurance before mobilizing.

10

Supply and security matter.

Magnets, actuators and Chinese-origin robots all draw scrutiny.

Part B · The robots

The robot index

All 22 robots at a glance, with their reference numbers R01 to R22.

ROBOT INDEX, 1 OF 2

Robots R01 to R12: inspection, humanoids, layout.

Each robot starts with its photo.

No.RobotMakerWhat it doesStatus
R01ANYmal DANYboticsQuadruped inspectorCommercial
R02SpotBoston DynamicsQuadruped, inspection and captureCommercial
R03DigitAgility RoboticsHumanoid, tote handlingEarly commercial
R04Figure 03Figure AIHumanoid, general purposePilot
R05ApolloApptronikHumanoid, logistics and industryPilot
R06AtlasBoston DynamicsHumanoid, factory workPilot
R07OptimusTeslaHumanoid, general purposeResearch
R08FieldPrinterDusty RoboticsLayout printing on slabsCommercial
R09Layout robotRugged RoboticsLayout marking as a serviceEarly commercial
R10JaibotHiltiOverhead drillingCommercial
R11Facade work cellRaise RoboticsFacade and slab work cellsPilot
R12Crawler robotsGecko RoboticsWall-climbing inspectionCommercial

Status as labeled on each robot section; see the maturity map in A1. As of Oct 2026.

ROBOT INDEX, 2 OF 2

Robots R13 to R22: finishing, printing, heavy machines.

Each robot starts with its photo.

No.RobotMakerWhat it doesStatus
R13Canvas drywall robotJLG Canvas RoboticsDrywall finishingEarly commercial
R14EG7 and EG7+OkiboWall finishingEarly commercial
R15TyBOT and IronBOTAdvanced Construction RoboticsRebar tying and placingCommercial
R16Hadrian XFBRBrick-laying truckPilot; financial distress
R17Titan and VulcanICON3D-printed buildingsEarly commercial
R18ARCSSQ4D3D-printed buildingsBuilder early; printer pre-comm.
R19RPD 35Built RoboticsAutonomous pile driverEarly commercial
R20Excavator kitBedrock RoboticsExcavator autonomy kitPilot
R21Teleo kitTeleoRemote supervised autonomy kitEarly commercial
R22PAL haulerCyphra AutonomySite material haulerPilot

Status as labeled on each robot section; see the maturity map in A1. As of Oct 2026.

Part B · The robots

Inspection robots and humanoids

Seven featured robots, from proven quadruped inspectors to humanoids still in pilot.

HOW THE SEVEN COMPARE

Quadrupeds lead; only Digit has paid humanoid work.

Class, status, price signal, payload and runtime for each featured robot (as of Oct 2026).

RobotClassStatusPrice signalPayloadRuntime
ANYmal D (ANYbotics)Quadruped, inspectionCommercialNot publicly disclosed22 lb (10 kg) nominal90 to 120 min
Spot (Boston Dynamics)Quadruped, inspectionCommercial$74,500 at 2020 launch; now on request30.9 lb (14 kg)About 90 min
Digit (Agility Robotics)Humanoid, totesEarly commercialRaaS about $8,500/mo + $25,000 setup (Dynamo; single source)35 lb (Digit 4); 50 lb (Digit 5, vendor)90 min (Digit 5); 9-min charge
Figure 03 (Figure AI)HumanoidPilotNot published44 lb (20 kg), vendor claimUp to 5 h, vendor claim
Apollo (Apptronik)HumanoidPilotNot publicly disclosed55 lb (25 kg), vendor pageAbout 4 h per swappable pack
Atlas (Boston Dynamics)HumanoidPilotNot disclosed; union estimate ~$145,000110 lb brief; 66 lb sustainedAbout 4 h, vendor claim
Optimus (Tesla)HumanoidResearchMusk estimate ~$30,000 at scale (2024)Not publishedNot published

Two quadrupeds have data center references; none of the five humanoids does (as of Oct 2026). ANYmal: one documented site, 2022 onward (2023 vendor case study). Spot: 2023 reports. Digit is the only humanoid in paid use.

HOW THE SEVEN COMPARE

Reported values range from $2.5B to $39B.

The three humanoid makers with a reported value; the bars use different bases, so read them as signals only.

Reported value, $ billions

Figure AI$39.0B
Apptronik$5.3B
Agility$2.5B

What each bar means

  • Figure: $39B post-money after a $1B+ Series C (Sept 2025, company).
  • Apptronik: about $5.3B per TechCrunch; other reports $5B to $5.5B+. Not company-confirmed.
  • Agility: $2.5B pre-money equity value in the pending SPAC with Churchill Capital Corp. XI.
  • Not shown: ANYbotics (valuation not disclosed; $150M+ raised), Boston Dynamics (Hyundai-controlled), Tesla (public).

Valuation, funding raised and announced deals are different measures. Apptronik has raised nearly $1B; Agility $390M+ before the SPAC; Figure about $1.8B to $2B depending on source.

R01COMMERCIAL

ANYbotics ANYmal D

ANYmal is a rugged inspector for process plants: a Swiss quadruped with an IP67 body, built for scheduled rounds in industrial sites.

ANYmal X on an offshore platform stairway. Where: Offshore rig (per Commons description)
ANYmal X on an offshore platform stairway. Where: Offshore rig (per Commons description)Photo: Cvoellmy / ANYbotics, Wikimedia Commons, CC BY-SA 4.0
ANYmal D on inspection in an electrical substation. Where: Electrical substation (per Commons description)
ANYmal D on inspection in an electrical substation. Where: Electrical substation (per Commons description)Photo: Cvoellmy / ANYbotics, Wikimedia Commons, CC BY-SA 4.0

What you are seeing: offshore stairway

  • A grey quadruped walks down a steep yellow stairway with orange railings; the sea is visible behind it.
  • ANYmal X is the explosion-certified variant (ATEX, IECEx Zone 1); ANYbotics said launch was due later in 2026 (Feb 2026).
  • Vendor claim, May 2023: over $150M of ANYmal X pre-orders and reservations from oil, gas and chemical companies.
  • For scale, ANYmal D climbs stairs up to 45 degrees (rise 230 mm); ANYmal X specifications were not yet published.

What you are seeing: electrical substation

  • A red ANYmal D with a sensor payload walks a paved path between grass and steel gantries and insulators.
  • The Commons description names daily visual, thermal and acoustic inspection as the task.
  • ANYmal D datasheet (vendor): 110 lb (50 kg) without payload, IP67, 90-120 min per charge, swappable 932 Wh battery.
  • Product page names RTE (substation) and W.R. Grace; Digital Realty ran ANYmal at its Zurich data center (case study, 2023).
200+Robots deployed (vendor claim)
90-120 minRuntime per charge
IP67Robot and battery rating
1 siteData center reference (2023 case)
SpecificationDetail
MakerANYbotics (Zurich, Switzerland)
TypeQuadruped inspection robot
Weight110 lb (50 kg); 123 lb with payload
Payload22 lb (10 kg); 33 lb at lower speed
Runtime90 to 120 min; full charge 3 h
Speed1.3 m/s max; 0.75 m/s recommended
IngressIP67 (robot and battery)
Sensors360 LiDAR, 20x zoom, thermal, ultrasonic mic
PriceNot publicly disclosed

What it does

  • Walks scheduled routes, reading gauges and recording thermal, visual and acoustic data.
  • Docks and recharges itself, then resumes its mission.
  • Shift software turns confirmed anomalies into work orders in SAP or IBM Maximo.
  • ANYmal X, the explosion-certified variant (ATEX/IECEx Zone 1), has a formal launch planned later in 2026.

ANYbotics lists power, mining, oil and gas and chemicals as its industries; its one data center case study dates from 2023.

  1. Map (Onboarding)

    An operator walks the site once; gauges, pumps and panels are tagged as inspection points.

  2. Schedule (Shift Fleet)

    Missions start from a timetable, the ANYmal API or a control-system alarm.

  3. Patrol (Autonomous)

    The robot walks the route, avoids obstacles and captures visual, thermal and acoustic data.

  4. Analyze (Shift Insight)

    Shift Insight compares readings with operating data to flag heat, leaks and misalignment.

  5. Act (Shift Connect)

    Confirmed anomalies become work orders in the customer maintenance system.

ANYmal runs a five-step inspection loop. The robot learns a route once, then repeats it and sends findings to maintenance systems.

What a real deployment looks like (vendor reports)

  • Digital Realty, Zurich: daily missions since July 2022, about 9 a day, up to 70 monitored elements each, one robot (2023 case study).
  • The published mission count and length (9 of about 2 hours) do not reconcile with a 90-minute battery; treat as indicative. No savings or ROI is published.
  • Vigier Cement plant: 33,000+ autonomous inspections in 16 months, running 24/7 (vendor claim).
  • Fleet: more than 200 robots in the field (vendor claim, Oct 2026); inspection-volume claims differ by source.

Shift (launched Oct 1, 2026) replaces the earlier Data Navigator product and is planned to support third-party robots.

Commercial model

Price and lease terms are not publicly disclosed. Shift is hosted in the EU or US cloud, in the customer cloud, or on premises.

Integration needs

Wi-Fi or 4G/LTE (works offline and syncs), charging docks, open-grate or standard stairs, and links to control, CMMS and ERP systems.

Labor impact

Replaces routine rounds, especially at night and in hazardous areas. Technicians still analyze data and decide. No crew-size effect is published.

Limits

The 90-minute battery needs docks along the route. Payload is 22 lb and pace is 0.75 m/s recommended. No manipulation capability is published.

Price is on request; integration is the real work. Alternatives in the class: Boston Dynamics Spot, Ghost Robotics Vision 60, Unitree Go2 and B2. For fixed points, fixed sensors may do the same job.

R02COMMERCIAL

Boston Dynamics Spot

Spot is the best-documented Western quadruped, sold to plants, utilities and builders; Boston Dynamics claims over 1,500 robots in customer hands (vendor claim, unverified).

Spot with a lidar payload outdoors. Where: Almedalen Week, Sweden (event, 29 June 2023)
Spot with a lidar payload outdoors. Where: Almedalen Week, Sweden (event, 29 June 2023)Photo: Tore Danielsson (Wikimedia Sverige), Wikimedia Commons, CC BY-SA 4.0
Spot with a manipulator arm on stage. Where: Web Summit 2025, MEO Arena, Lisbon, Portugal
Spot with a manipulator arm on stage. Where: Web Summit 2025, MEO Arena, Lisbon, PortugalPhoto: Lukas Schulze / Web Summit via Sportsfile, Wikimedia Commons, CC BY 4.0

What you are seeing: lidar payload

  • A blue Spot with a lidar and sensor unit on its back walks on asphalt; the livery reads LKAB.
  • The livery names LKAB, but the photo is from an event and does not show a work site.
  • Spot specs (vendor): 74.5 lb (33.8 kg), 1.6 m/s, IP54, about 90 min per battery, payload up to 30.9 lb (14 kg).
  • Boston Dynamics reports over 1,500 Spot robots with customers (vendor claim).

What you are seeing: arm on stage

  • A yellow Spot with an arm mounted on its back trots across a dark stage; an audience is blurred behind it.
  • The Spot Arm is a 6-degree-of-freedom accessory; the maker lists no arm price on its product page (2026).
  • Maker case studies include Woodside, Acciona (construction) and RATP Infrastructures.
  • A stage demo shows mobility, not a work task. Orbit is the fleet, data and inspection software.
1,500+Units claimed, unverified (vendor)
40+Countries with customers (vendor)
90 minTypical runtime
$74,5002020 launch price
SpecificationDetail
MakerBoston Dynamics (Hyundai Motor Group)
TypeQuadruped with optional 6-DoF arm
Weight74.5 lb (33.8 kg) with battery
Payload30.9 lb (14 kg); 150 W per port
Speed1.6 m/s (3.6 mph)
RuntimeAbout 90 min; 564 Wh battery
IngressIP54; -4 to 131 F (-20 to 55 C)
ArmReach ~3.3 ft; lifts 24 lb (11 kg)
Price$74,500 in 2020; now on request

What it does

  • Replays a recorded route on a schedule with obstacle avoidance.
  • Reads gauges and checks conditions in Orbit AIVI, which uses Google Gemini Robotics models (live Apr 2026).
  • Captures 360-degree images and laser scans to compare with BIM or a digital twin on construction sites.
  • Spot 5.1 adds person-detection alerts; Spot 5.2 (Sept 2026) connects enterprise systems.

Fleet size is not independently verified: Unitree shipped about 23,000 quadrupeds in 2025 alone. Boston Dynamics named Rohit Prasad CEO effective Oct 7, 2026; no Spot discontinuation has been announced.

TaskStatusCustomerUse
Scheduled inspection roundsProven (commercial since 2020)Novva (Utah), Kio (Mexico)Data center rounds (2023 report)
Thermal and gauge readingCommercial; AI reading from Apr 2026Oracle Labs, ChicagoData center trial (2023 report)
360-degree progress captureCommercial on construction sitesKirin Brewery, ChitoseFull-scale plant deployment
Laser scan to digital twinCommercialBMW Hams Hall, UKRoutine inspection, digital twin
Door and valve work with armAspirational at scaleFIFA World Cup 2026Perimeter patrol at two venues
Dispatch by AI agentsPlanned (MCP layer)FieldAI construction fleetsMap-free autonomy (Mar 2026)

Spot is proven at inspection, not at manipulation. Task maturity and named deployments.

Boston Dynamics no longer lists data centers on its Solutions page (Oct 2026). No 2025-26 named data center customer was found and the 2023 fleets are unverified. Vendor claim: over 90% less inspection time on construction sites.

TopicWhat is known
Commercial modelPrice on request. The 2020 base price was $74,500; arm, payloads, dock, Orbit and support are extra and not itemized. Current lease terms are not verified.
IntegrationWi-Fi (2.4 and 5 GHz) and Ethernet; Spot Dock charges the robot; Orbit runs on Site Hub, VM or cloud and links to CMMS, MES and EAM hierarchies.
SupervisionMissions are recorded on a tablet and replayed autonomously, with remote supervision in Orbit. A robots-per-operator ratio is not published.
Labor impactReduces manual rounds and repetitive progress walks. Supervisors, safety and maintenance teams use the output; new roles are fleet administrator and inspection analyst.
LimitsIP54 rating, about 90 minutes of runtime, 30.9 lb payload. AI gauge reading requires sharing data with Boston Dynamics.
SafetySpot 5.1 stops and alerts when it detects a person. No incident data is published; a site-specific risk assessment applies.
AlternativesANYbotics ANYmal (IP67), Ghost Robotics, Unitree Go2 and B2; fixed sensors and drones.

Spot costs beyond the robot are not public. Economics, integration and labor effects (as of Oct 2026).

Current data center references are unverified: the Novva, Kio and Oracle Labs reports date from 2023.

R03EARLY COMMERCIAL

Agility Robotics Digit

Digit is the humanoid with paid warehouse work. Digit 5 was unveiled Sept 15, 2026, with early access in 1H 2027 and general availability at end-2027.

Digit handling a stacked tote in a facility. Where: Industrial facility (customer not stated)
Digit handling a stacked tote in a facility. Where: Industrial facility (customer not stated)Photo: Agility Robotics, company website (all rights reserved, reference only)

What you are seeing

  • A teal Digit (unit 026) reaches a gripper into a stacked perforated metal tote; fencing and pallets are behind.
  • Digit 5 is designed to lift 50 lb bins; battery about 90 min, charging in under 9 min (Oct 2026 investor day, projections).
  • Reported: a GXO site moved over 100,000 totes at about 98% accuracy while on task (vendor claim); Schaeffler moved over 1 million lb (Form 425, 2026).
  • Reported RaaS pricing (Dynamo, single source): about $8,500 a month plus a $25,000 deployment fee. No list purchase price is published; one analyst assumes about $200,000.
9Customer sites with commitments
65,000+Operating hours, Digit 4 (vendor)
~$1.8M2025 net sales (reported)
$300M+Digit 5 orders, milestone-based
SpecificationDetail
MakerAgility Robotics (Salem, Oregon)
TypeBiped humanoid for tote handling
Height5 ft 9 in (Digit 4); 5 ft 11 in (Digit 5)
Weight~160 lb (Digit 4); 284 lb (Digit 5)
Payload35 lb (Digit 4); 50 lb (Digit 5)
RuntimeDigit 5: 90 min, 9-min charge
SafetyDigit 4 in work cells; Digit 5 cage-free pending
ProductionUnder 100 robots a year; plant sized for 10,000
PriceRaaS ~$8,500/mo (Dynamo; single source)

What it does

  • Moves totes between shelves, conveyors and mobile robots inside defined work cells.
  • Digit 5 adds depalletizing, machine tending, kitting and inspection (vendor claim).
  • Agility Arc software links Digit to warehouse and plant systems (WMS, WES, MES).
  • Digit 5 adds an independent safety controller and human-detection AI; third-party certification is pending.

2025 net sales were about $1.8M per Agility's filing (one trade headline misprints $18M). Digit 5 weight and specs are vendor figures, not independently verified.

Proven: tote handlingDetail
GXO (Georgia)100,000+ totes at 98% accuracy; first humanoid RaaS contract (Jun 2024; pilot from late 2023), billed production
Schaeffler (SC)Over 1 million lb moved (vendor claim)
Toyota CanadaRaaS for seven Digits from Apr 2026, after a pilot with three; loads and unloads totes at a tugger
Mercado Libre, AmazonNamed by Agility as testing partners
Safety checkDigit 4 passed an OSHA-recognized lab field evaluation (vendor claim)

Aspirational or pending

  • Working beside people without fences: Digit 5 third-party certification is pending.
  • Depalletizing, machine tending, kitting and quality inspection (Digit 5 tasks).
  • Digit 5 early access 1H 2027; general availability end-2027.
  • S-4 unit projections: about 800 Digit 5 units in 2027, 7,000 by 2030, up to 25,000 by 2035.
  • Data centers: no public deployment found (as of Oct 2026).

Proven work is tote handling; the rest is planned. The $300M+ Digit 5 order book depends on contract milestones and is not revenue; most is reportedly one three-year contract for 1,000 robots.

Robots-as-a-service

  • Price: about $8,500 per month plus a $25,000 deployment fee (Dynamo, single source).
  • Revenue per robot: about $535,000 over five years (Robot Report).
  • Payback: Agility says RaaS is designed for under one year (vendor claim).
  • In use: GXO since 2024; Toyota Canada from 2026.

Direct purchase

  • Price: about $200,000 plus $20,000 for deployment (analyst assumption, not a filing figure).
  • Software and maintenance: about $36,000 per year.
  • Revenue per robot: about $400,000 over five years (Robot Report).
  • Cost to build: about $150,000 (Digit 5) and $125,000 (Digit 4) per management.

Digit is priced to rent; purchase is an analyst case. Integration: charging station, a work cell for Digit 4, WMS/WES/MES links. Labor: augments tote moves; supervisors and technicians remain.

Limits: under 100 robots built a year; 2025 operating loss about $140M; the SPAC with Churchill Capital Corp. XI is pending, not closed (as of Oct 10, 2026).

R04PILOT

Figure AI Figure 03

Figure 03 is built for volume; paid use is unclear.

A row of Figure humanoids on a factory aisle.
A row of Figure humanoids on a factory aisle.Photo: Figure AI, company website (all rights reserved, reference only) · Maker: figure.ai

What you are seeing

  • Four dark humanoids stand in a row in a factory aisle with green crates behind them.
  • This is a video still that headed the "F.03 at BMW" news post; the model of each robot is not stated.
  • F.02 worked at BMW Spartanburg for 11 months in 2025; Figure retired the F.02 fleet in a Sep 30, 2026 announcement.
  • Figure 03 (vendor claim): 5 ft 8 in, 134 lb, 44 lb payload, 5 h runtime, 1.2 m/s.

Figure reports 350+ Figure 03 robots delivered by April 2026 (vendor claim); revenue and paying customers are not public.

350+Figure 03 delivered by Apr 29, 2026
$39BSeries C post-money, Sept 2025
12,000/yrBotQ first-line design capacity
56%Home task success (vendor claim)
SpecificationDetail
MakerFigure AI (San Jose, California)
TypeBiped humanoid
Height5 ft 8 in (173 cm), vendor claim
Weight134 lb (61 kg), vendor claim
Payload44 lb (20 kg), vendor claim
RuntimeUp to 5 h; 2.3 kWh battery
ChargingInductive, 2 kW, through the feet
HandsFingertip touch to 3 g; palm cameras
PriceNot published

What it does

  • Runs Figure's Helix AI: reasoning, visuomotor and 1 kHz balance layers.
  • Sequences parts into trolleys at BMW Spartanburg, Hall 52 (announced June 2026); unit count not stated.
  • Package singulation and barcode orientation for an unnamed logistics customer (2025 post).
  • Home use is a long-term goal; whole-task success in 30 unseen homes was 56% (vendor claim).

"Delivered" includes robots used for internal R&D, data collection and home-task development, so it does not equal "in paid work".

Figure's BMW run is documented; revenue is not. Reported results, pilots and aspirations kept apart (vendor figures unless noted).

Reported results

  • BMW Spartanburg, Figure 02: 11 months on an active line, 10-hour shifts
  • 90,000+ parts loaded; 1,250+ runtime hours
  • Contributed to 30,000+ BMW X3 vehicles
  • Targets, not results: 84-second cycle, >99% accuracy, zero interventions
  • Forearm was the top hardware failure point
  • Figure 02 being retired (date not verified)

Pilots and agreements

  • BMW Hall 52 parts sequencing with Figure 03 (June 2026)
  • Catalyst Brands distribution center, Reno (May 2026)
  • Parcel handling: about 4 seconds per package, ~94% barcode success (2025)
  • Paid volumes and revenue: not reported
  • Nov 2025 suit by former safety head alleges hazards; outcome unknown
  • No public safety certification

Aspirational

  • Homes: 56% whole-task success in 30 unseen homes, so about 44% failed
  • General-purpose labor through Helix 02 and 2.5
  • Brookfield tie-up names GPU data centers as a possible setting
  • Data centers: no documented use
  • Figure 04 design reportedly locked May 2026 (single source)
  • Nscale compute from 2H 2027 supports training, not site work

Figure discloses capacity, not price or revenue. Economics, deployment needs, labor effects and alternatives (as of Oct 2026).

01

Price: not published

Third-party listings ($130,000 purchase; about $600 a month home lease) are unverified.

02

Model: RaaS is the stated aim

Figure describes robots-as-a-service as the long-term goal. Industrial pricing is not public.

03

Capacity: 12,000 a year designed

BotQ first line; end-of-line first-pass yield above 80% (vendor claim).

04

Integration: Figure-run fleet

Fleet Management System, over-the-air updates, charging mat and cart interfaces as at BMW. Supervision ratio not published.

05

Safety: nothing certified yet

No certification or rating is published. A former head of product safety sued in Nov 2025; no outcome found.

06

Labor: replaces loading tasks

Sheet-metal loading and part sequencing. Catalyst says associates can focus on higher-value work. No crew data.

07

Funding: $1B+ Series C

$39B post-money (Sept 2025). Separate: Nscale compute deal, at least $3.5B from 2H 2027 (Sept 2026); not funding raised.

08

Alternatives in the class

Agility Digit, Apptronik Apollo, Boston Dynamics Atlas, Tesla Optimus, 1X NEO, and Unitree models.

R05PILOT

Apptronik Apollo

Apollo 2 is a prototype; Apollo 3 is the product.

Apollo at a packing bench in a warehouse. Where: Warehouse or 3PL setting (site not named)
Apollo at a packing bench in a warehouse. Where: Warehouse or 3PL setting (site not named)Photo: Apptronik, company website (all rights reserved, reference only) · Maker: apptronik.com

What you are seeing

  • A white Apollo holds a bagged item over grey bins and a cardboard box; shelving and a person are blurred behind.
  • Apollo (vendor figures): 5 ft 8 in, 160 lb, 55 lb payload, about 4 h per hot-swappable battery.
  • Status is pilot: a GXO R&D trial and a Mercedes-Benz pilot, both announced in 2024; no paid fleet size is disclosed.
  • Price is not publicly disclosed; Apollo 2 was launched in Jun 2026 and described by the CEO as a prototype for pilots.

Apptronik pilots Apollo with Mercedes-Benz, GXO and Jabil; its first intended shipping product, Apollo 3, is expected to be unveiled in 2027.

~$1BTotal raised (company: nearly)
$520MSeries A-X, Feb 2026
~300Employees (company: nearly)
Not publicFleet size and paid terms
SpecificationDetail
MakerApptronik (Austin, Texas)
TypeBiped humanoid; wheeled-base option
Height5 ft 8 in (173 cm), original Apollo
Weight160 lb (73 kg)
Payload55 lb (25 kg); page does not label it
RuntimeAbout 4 h per hot-swappable pack
SafetyForce control; impact and perimeter zones
ControlAI automation, teleoperation, override
Spec statusNo official Apollo 2 sheet found
PriceNot publicly disclosed

What it does

  • Pilots lineside part delivery, kitting and inspection with Mercedes-Benz and Jabil.
  • Trains from teleoperated demonstrations at Robot Park, Austin (about 90,000 sq ft, opened Jun 30, 2026).
  • Google DeepMind Gemini Robotics models are demonstrated on Apollo.
  • Apollo 2 comes biped or wheeled; the wheeled form is expected to deploy first (single source).

Apollo learns tasks from people demonstrating them. A teleoperation-to-autonomy workflow, with three named pilots and no disclosed production terms.

  1. Define

    Customer and Apptronik pick a task, such as moving kitted-part totes to a line side. (Customer)

  2. Demonstrate

    Operators teleoperate the robot to collect demonstrations at Robot Park and customer sites. (Teleoperation)

  3. Train

    Demonstrations plus simulation train AI models, including Google DeepMind Gemini Robotics. (AI models)

  4. Run

    The trained policy runs on the robot; teleoperation covers gaps. (Mixed autonomy)

  5. Work safely

    Force control and safety zones pause motion near people; batteries are hot-swapped. (Safety zones)

Mercedes-Benz

Agreement Mar 2024; tests at Kecskemet, Hungary; contract value, units and duration not disclosed.

GXO

R&D trial reported Jun 2024, tested alongside Agility and Reflex robots (Apr 2025); results not published.

Jabil

Collaboration Feb 2025; Apollo units are validated in Jabil factories; Jabil is the stated manufacturing partner.

Google DeepMind

Partnership announced Dec 2024; Gemini Robotics 1.5 shown on Apollo Sept 2025.

Pilots and partners (none shown beyond pilot). Robot Park workflows run at Austin, Google DeepMind, Mercedes-Benz and GXO; the number of Apollo robots built or deployed is not disclosed.

No price, no unit counts, and no shipping product. Commercial model, deployment needs and limits for Apollo (as of Oct 2026).

2027Apollo 3 unveil expected (company)
~4 hRuntime per hot-swappable pack
$5B+Reported valuation, unconfirmed

Commercial model

  • Price: not publicly disclosed
  • One aggregator lists $200K-$300K with no basis
  • Lead times and leasing: not disclosed
  • Jabil volume is meant to lower cost
  • Apollo 3 targets a lower bill of materials

Integration and labor

  • Flat, structured indoor floors
  • Charging or battery swap; safety zones
  • Cloud orchestration (aggregator, unverified)
  • Positioned to augment intralogistics work
  • Teleoperators and data staff train the system

Limits and alternatives

  • Legged safety and power concerns
  • Relies on teleoperated training data
  • CEO warned of US actuator shortages (Sept 2026)
  • Availability dates have slipped before
  • Alternatives: Digit, Figure, Atlas, Optimus

Valuation reports differ (about $5B to above $5.5B) and are not company-confirmed. Series A totals differ by source ($403M vs $415M initial).

R06PILOT

Boston Dynamics Atlas

Atlas is in early production; 2026 is committed.

Electric Atlas on display at Hyundai Motorstudio. Where: Hyundai Motorstudio Goyang, South Korea
Electric Atlas on display at Hyundai Motorstudio. Where: Hyundai Motorstudio Goyang, South KoreaPhoto: Damian B Oh, Wikimedia Commons, CC BY-SA 4.0 · Maker: bostondynamics.com

What you are seeing

  • A black and blue Atlas with a ring-light head, seen from behind, stands before a screen showing Atlas and a Hyundai car.
  • Production Atlas (vendor claim): payload up to 110 lb (50 kg), reach 7.5 ft, 56 degrees of freedom.
  • Boston Dynamics said production began at its headquarters in Jan 2026 and that 2026 deployments are fully committed (company).
  • Hyundai RMAC and Google DeepMind fleets ship in 2026. This is a showroom display, not a work task.

The electric Atlas was shown at CES on Jan 5, 2026; Boston Dynamics says 2026 units are committed to Hyundai and Google DeepMind (vendor claim).

56Degrees of freedom
25,000Atlas units Hyundai plans (plan)
30,000/yrPlanned US factory capacity
2028Georgia plant parts sequencing
SpecificationDetail
MakerBoston Dynamics (Hyundai Motor Group)
TypeElectric biped humanoid
Height6.2 ft (1.9 m)
Weight198 lb (90 kg)
Payload110 lb (50 kg) brief; 66 lb (30 kg) sustained
Reach7.5 ft (2.3 m); 56 degrees of freedom
RuntimeAbout 4 h (vendor claim); swaps own battery
Environment-4 to 104 F; no IP rating on vendor blog
ControlAutonomous, teleoperated or tablet
PriceNot disclosed; union estimate ~$145,000

What it does

  • Material handling and parts sequencing are the first stated tasks.
  • Skills are taught by teleoperation and simulation, then shared across the fleet through Orbit.
  • Detects people and vehicles and pauses within a set radius (fenceless guarding).
  • Google DeepMind Gemini Robotics models are planned for Atlas; research began in 2026.

Atlas factory use is planned for 2028, not 2026. Dated milestones and Hyundai plans; plans are not results.

Hydraulic Atlas retired

An all-electric design replaces it.

Electric Atlas at CES

Boston Dynamics says production began at its Boston headquarters.

All units committed

Vendor says Hyundai and Google DeepMind fleets take all units; counts not disclosed.

RMAC operational

Georgia center where Atlas learns parts sequencing. Training, not production.

More customers

External orders open; a larger RMAC is planned.

Georgia Metaplant

Parts sequencing at Hyundai; 30,000 robots a year capacity target.

Component assembly

Heavier repetitive work, subject to validation.

A third-party caution: training activity does not establish production readiness. Hyundai's Korean union said in Jan 2026 that no robot may enter the workplace without a labor-management agreement.

Price is undisclosed; Hyundai labor terms are open. Economics, deployment needs, labor effects and open questions (as of Oct 2026).

Price and model

Not disclosed. A Hyundai union estimate is about $145,000 per robot (its own calculation). A subscription model is suggested by one summary, unconfirmed.

Integration

Orbit links to MES and WMS, barcode and RFID workflows. A charging station swaps batteries automatically. Supervision ratio is not disclosed.

Labor impact

Hyundai says people move to training, oversight and maintenance. A union calculation puts one robot at about three workers (unverified).

Open questions

No ROI data is published; Boston Dynamics expects most customers to see ROI within two years (vendor claim). Data centers: no stated plan.

25,000Atlas units Hyundai plans (plan)
30,000/yrPlanned US factory capacity
350,000/yrPlanned Mobis actuator plant (single source)
2027External orders open

Alternatives: Agility Digit, Apptronik Apollo, Figure 03, Tesla Optimus, XPeng IRON. Hyundai plans 25,000 Atlas units across its plants (company statement, May 2026).

R07RESEARCH

Tesla Optimus

Optimus has targets and prototypes, not product.

Tesla Optimus at the We, Robot event. Where: Tesla 'We, Robot' event, Burbank area, 10 Oct 2024 (per Commons)
Tesla Optimus at the We, Robot event. Where: Tesla 'We, Robot' event, Burbank area, 10 Oct 2024 (per Commons)Photo: Steve Jurvetson, Wikimedia Commons, CC BY 2.0 · Maker: tesla.com/AI

What you are seeing

  • Optimus stands at night among attendees with one arm raised in a wave; the photographer noted it was teleoperated.
  • Public demos drew teleoperation criticism (Oct 2024); a Dec 2025 demo in Miami ended in a fall (reported).
  • Reported Jan 2026: no Optimus robots were doing useful work at Tesla (Electrek).
  • Company target: useful outside Tesla in 2027. As of Sep 25, 2026 the V3 demo had not happened.

Tesla's humanoid program has no external customers and no verified production specs as of October 2026.

0Useful-work robots, Jan 2026
~10,000Unique parts, none mass-built
2H 2027Earliest external sales
1M/yrFremont line design goal
SpecificationDetail
MakerTesla, Inc. (Austin, Texas)
TypeBiped humanoid; Gen 3 (V3) in development
Design target5 ft 8 in, 125 lb, 45 lb carry (2021)
HandsGen 3 reported at 22 DoF (unverified)
RuntimeNot disclosed
Parts~10,000 unique, none mass-produced
V3 demoNot shown as of Sept 25, 2026
External sales"As early as" 2H 2027; lease first (reported)
PriceMusk: ~$30,000 at scale (2024 estimate)

What it does

  • Runs limited, supervised tasks in confined areas of Tesla factories.
  • Most units go to testing, training and data collection.
  • Learns from teleoperation and motion capture; training hubs reported in Colorado, Arizona and Florida.
  • Hand and forearm assembly problems and supplier quality issues were reported in Sept 2026.

Company targets are targets, not output. The reported ramp (several hundred a week in Aug 2026) rests on one paywalled source.

Optimus timelines have slipped since 2022. Company statements set against the verified outcome.

2023Original production-ready date
~10,000Robots predicted built in 2025
0Useful-work robots, Jan 2026 call
Company target or statementDateVerified outcome
Production ready by 20232022Missed; every major timeline since 2022 has slipped (Electrek).
1,000 to a couple thousand robots in factories by 2025Jun 2024Not met.
About 10,000 Optimus built in 2025Jan 2025Missed; Electrek found no evidence of even hundreds.
Useful work at TeslaJan 28, 2026On the Q4 2025 call Musk said no Optimus robots were doing useful work.
Gen 3 (V3) unveil in Q1 2026Jan 2026Not shown as of Sept 25, 2026; Tesla says design is final.
Fremont production, slow at firstApr 2026Reported: a few dozen a week in Q2, several hundred in Aug (single source).

Reports conflict: Electrek (Aug 20, 2026) says only a few test robots exist, while the ramp above is one paywalled source. A "50,000 to 100,000 in 2026" target in one article does not appear in Tesla's Apr 2026 call coverage and is treated as unverified.

Price, capacity and sales dates are company targets. None of these numbers is a measured result (as of Oct 2026).

~$30,000Musk price estimate at scale (2024). A projection, not a Tesla commitment.
2H 2027External sales, "as early as". Said to JPMorgan, Aug 20, 2026.
1M/yrFremont line design capacity. A design goal.
10M/yrGiga Texas design capacity. Long-term goal; production ~summer 2027.

Commercial model

  • Tesla reportedly plans to lease to a short list of companies.
  • No external customers; no integration or safety documentation is published.

Integration and labor

  • Initial skills are simple factory tasks (Musk, Apr 2026); no measured labor effect.
  • 500,000+ hours of training data reported, aim to double by year-end (single source).

Limits and alternatives

  • Hand and forearm: 100+ screws and small parts assembled by hand (reported).
  • Alternatives: Figure, Agility Digit, Atlas, Apollo, XPeng IRON.
PART B

Quadrupeds are proven; humanoids are mostly pilots.

Public evidence by task, from none found to scaled or paid use (as of Oct 2026; mostly vendor-reported).

RobotInspectionData centerTotesAuto partsPaid useBuy today
ANYmal D (ANYbotics)Proven1 siteNone foundNone found200+Yes
Spot (Boston Dynamics)Proven2023None foundNone found1,500+Yes
Digit (Agility Robotics)None foundNone foundBilledEarlyEarlyRaaS
Figure 03 (Figure AI)None foundNone foundPilotPilotn/dSelect
Apollo (Apptronik)None foundNone foundPilotPilotNone foundNone found
Atlas (Boston Dynamics)None foundNone foundPlanTrainNone found2027
Optimus (Tesla)None foundNone foundPlanTeslaNone foundNone found

Legend: scaled or paid; pilot or early; planned; none found.

No public data center construction deployment was found for any of the seven. ANYmal data center use is one 2022 site; Spot data center use rests on 2023 reports. Spot 1,500+ and ANYmal 200+ are vendor claims; Unitree shipped about 23,000 quadrupeds in 2025. "n/d" means not disclosed.

Part B · The robots

Layout, drilling and inspection robots

Five robots that turn BIM models into marked slabs, drilled ceilings and inspected assets.

WHY THESE ARE THE MOST COMMERCIAL

Layout and drilling are the most commercial tasks.

The work starts from a drawing, repeats thousands of times and has a clear before-and-after measure.

The task is geometry

A mark on a slab or a hole in a ceiling is a coordinate in the model. The robot needs a map and a position fix, not judgment about unfamiliar objects. Layout: lines and footprints on a slab. Drilling: anchor holes at set points.

The input already exists

Dusty, Rugged and Hilti all read Revit or AutoCAD files that general contractors and trades already produce for coordination. Dusty and Rugged: Revit and AutoCAD. Jaibot: Revit, AutoCAD or 2D plans.

The vendor carries the asset

Dusty bills by days of use, Rugged sells layout as a service and Hilti rents Jaibot. Buyers pay for output and avoid owning a robot. Dusty: pay per day of use. Hilti: rental only, one-month minimum.

The evidence is still thin

The strongest gains reported are in layout, drilling and piling, all vendor-reported. Turner reported one Dusty pilot as cost-neutral. Independent studies were not found. Speed claims lack a stated manual baseline.

25M+ sq ftDusty floor plans printed in Q1 2022 alone
Oct 2020Hilti Jaibot first released
10 sitesDEWALT/August drilling pilot (vendor claim)
$71MGecko US Navy contract (Mar 2026)

Data center evidence: Dusty at Mortenson (two data centers, 700,000 sq ft); Rugged at Hensel Phelps (250,000+ sq ft); DEWALT/August pilot on 10 projects. No public Jaibot data center deployment found.

HOW BIM CONNECTS LAYOUT AND DRILLING

One BIM model feeds layout, drilling and as-built.

The same coordinated model sets where lines are printed, where holes are drilled and what is recorded afterward.

  1. Coordinate

    Trades coordinate in Revit or AutoCAD. Vendors clean the file and resolve clashes before any robot moves. (Output: MODEL)

  2. Print layout

    Dusty or Rugged prints each trade's lines, footprints and labels on the slab from the model. (Output: SLAB)

  3. Drill holes

    Jaibot drills overhead anchors from the model; DEWALT/August drills holes down into the slab. (Output: ANCHORS)

  4. Install

    Crews hang supports and set racks from marked or drilled points instead of measuring each one. (Output: TRADES)

  5. Record

    Rugged logs completed work as as-built; Jaibot syncs progress and Field-to-BIM data to the cloud. (Output: AS-BUILT)

Where accuracy comes from

  • Dusty guides the robot with a laser tracker; Hexagon Leica AT500 adopted July 2025; layout to 1/16 in (1.6 mm), vendor claim.
  • Rugged says accuracy depends on survey control: points set to 1/8 in (3.2 mm) or better, 1/16 in for high-precision work.
  • Jaibot locates itself against a Hilti PLT 300 total station; positional accuracy in mm is not publicly disclosed.
  • Hong Kong operators report help is needed when the BIM lacks coordinates, so model quality limits all of these robots.
  • DEWALT/August reports 99.97% location and depth accuracy over 90,000+ holes in its data center pilot (vendor claim).
  • A layout robot is only as accurate as its control network: it cannot be better than the survey points it starts from.
R08COMMERCIAL

Dusty Robotics FieldPrinter

FieldPrinter prints full-scale layout on the slab.

FieldPrinter beside a total station. Where: Construction site concrete deck (not stated)
FieldPrinter beside a total station. Where: Construction site concrete deck (not stated)Photo: Dusty Robotics, company website (all rights reserved, reference only) · Maker: dustyrobotics.com
FieldPrinter on an open floor with a site crew. Where: Truebeck life-sciences project (per Dusty alt text)
FieldPrinter on an open floor with a site crew. Where: Truebeck life-sciences project (per Dusty alt text)Photo: Dusty Robotics, company website (all rights reserved, reference only) · Maker: dustyrobotics.com

What you are seeing: FieldPrinter beside a total station

  • A small grey layout robot sits on a bare concrete deck; a tripod-mounted total station stands to its left.
  • The robot takes its position from the total station and prints plan lines on the slab.
  • Dusty adopted the Hexagon Leica AT500 tracker for FieldPrinter 2 in Jul 2025; FieldPrinter 2 launched in 2024.
  • Pricing is usage-based and rates are unpublished.

What you are seeing: FieldPrinter on an open floor

  • The robot works on a large open concrete floor while two workers in hi-vis watch; a scissor lift and total station stand behind.
  • The site alt text names a Truebeck life-sciences facility.
  • Dusty: Series B $45M (May 2022); 25M+ sq ft printed in Q1 2022 (company).
  • Total funding is not publicly disclosed; no Dusty data center case study was confirmed (Oct 2026).
25M+ sq ftPrinted in Q1 2022 (company figure)
$67.8MRaised through May 2022
1/16 inLayout accuracy (vendor claim)
Up to 10xFaster than manual layout (vendor claim)
SpecificationDetail
MakerDusty Robotics, Mountain View, CA (founded 2018; CEO Tessa Lau)
TypeAutonomous layout-printing robot for construction floors
Current modelFieldPrinter 2 (announced Jan 2024)
Layout accuracy1/16 in (1.6 mm), vendor claim; 600 DPI
Obstacle approachPrints to within 1.75 in (44 mm)
Throughput10,000-15,000 sq ft per operator-day (vendor)
PositioningLaser tracker; Leica AT500 from Jul 2025
InputsRevit and AutoCAD plugins, Dusty Portal
ControliPad and joystick; North America only
Weight, batteryNot publicly disclosed

What it does

  • Prints every trade's layout at full scale on the slab, steering around obstacles.
  • Prints QR codes on the slab that link crews to drawings and documents.
  • Shows operators real-time print progress on an iPad.
  • Added a Floor Elevation capability in 2024 for elevation work.
  • Checks layout for conflicts in CAD before anything is printed.
  • Named users in press: DPR, Swinerton, PARIC, Southland, Turner.
  1. Export

    Export the coordinated model from Revit or AutoCAD with the Dusty plugin. (BIM)

  2. Prepare

    Convert it to layout files in Dusty Portal and check for conflicts before printing. (PORTAL)

  3. Locate

    Set up a laser tracker on the slab so it can locate the robot. (TRACKER)

  4. Print

    The robot prints each trade's layout at full scale and avoids obstacles. (FIELDPRINTER)

  5. Monitor

    The operator watches progress; QR codes on the slab link to documents. (IPAD)

The workflow needs BIM files, a laser tracker with sightlines and one trained operator.

Reported results: pilots and customer stories (vendor-published unless noted)

  • Mortenson: two data centers, 700,000 sq ft, $1B program; five trades laid out in one day each (vendor case study).
  • Turner pilot (not a data center): 42,000 sq ft in five days by one person; one project cost-neutral (Turner document).
  • Skanska medical facility, 70,000 sq ft: 50% faster layout, 75% less rework (vendor case study, undated).
  • Deacon Construction: 6 weeks saved. Jenco: $80,000 direct savings on one facility (customer quotes on vendor site).
  • Hexagon Leica AT500 laser tracker adopted Jul 2025 to speed setup and support 1/16 in (1.6 mm) tolerances for data centers.
  • DPR used FieldPrinter on sixteen projects by 2022 and later for its own corporate headquarters (Mar 2025).

Commercial model

Pay for each day the robot is used, with unlimited platform access and onsite training. Dollar rates are quoted, not published. Reported $2,500-$5,000 per month plus project fees (single source, Sep 2026).

Integration needs

A BIM file in Revit or AutoCAD, a trained operator, a clear slab with laser tracker sightlines and iPad connectivity. Insurance and safety case: not documented.

Labor impact

Replaces chalk-line and total-station layout by hand. A contractor quote frames the gain as layout staff freed for other work. Manual two-person crew: 1,000-2,000 sq ft a day (single source); Dusty claims 10,000-15,000.

Limits and alternatives

North America only. Accuracy is vendor-stated and tied to laser tracker use. Alternatives: Rugged, HP SitePrint, manual layout. HP SitePrint reported at $1,500-$2,000 per month (single source).

$2.5-5K/moReported Dusty rate (single source)
$26-33K/moTwo-person layout crew, loaded cost
~20%Crew-hours share at break-even (source)
400+ hrsLayout hours per project worth a quote

Single secondary source: a two-person crew at $75-$95 per hour loaded costs $26,000-$33,000 a month; break-even is displacing about 20% of one crew's hours.

R09EARLY COMMERCIAL

Rugged Robotics layout robot

Rugged sells slab layout as a service.

Rugged Robotics Mark1 with tablet and prism.
Rugged Robotics Mark1 with tablet and prism.Photo: Rugged Robotics, company website (all rights reserved, reference only) · Maker: rugged-robotics.com
Rugged layout robot with an operator on a slab.
Rugged layout robot with an operator on a slab.Photo: Rugged Robotics, company website (all rights reserved, reference only) · Maker: rugged-robotics.com

What you are seeing: Mark1 with tablet and prism

  • A black layout robot with an orange light strip stands beside a tablet showing a floor plan and an orange survey prism.
  • Two sensor heads sit on top of the robot; the floor is bare concrete in a building under construction.
  • Rugged is based in Houston, TX; founders Derrick J. Morse and Logan Farrell (company site, 2026).
  • Pricing is per project and a pilot is offered; the site states no numeric accuracy.

What you are seeing: operator on a slab

  • A worker in a hi-vis vest holds a tablet while a small layout robot sits on an open concrete slab of a high-rise.
  • The photo does not show the robot marking the floor.
  • Vendor claim: a Hensel Phelps hyperscale data center (250K+ sq ft) freed 750+ labor hours.
  • Vendor claim: one customer cut layout and install time from 8 weeks to under 2 weeks (75%).
2-3 mmData center accuracy (vendor claim)
750+ hrsLabor hours freed, Hensel Phelps site (vendor)
8 wk to <2Brogoitti equipment layout (vendor-cited)
~$12MTotal raised; last round Mar 2022
SpecificationDetail
MakerRugged Robotics Inc., Houston, TX (founded 2018; CEO Derrick Morse)
RobotMark1, the only platform publicly described
AccuracyUnder 1/8 in (3.2 mm); 2-3 mm for data centers
Printhead5.5 in wide; holonomic drive
PositioningOnboard localization plus site control points
InputsRevit, AutoCAD (DWG/DXF), CSV point files
Sold asLayout service; crews travel across North America
Funding$2.5M seed (2019); $9.4M Series A (Mar 2022)
Latest roundNo later priced round found
Weight, batteryNot publicly disclosed

What it does

  • Prints equipment footprints, labels and install notes on the slab, in the crew's language.
  • Handles several trades in one pass and curved geometry such as terrazzo.
  • Logs finished work as as-built documentation.
  • Rugged staff travel with the robot; one operator runs it (vendor claim).
  • Reads Revit, AutoCAD and CSV files and resolves clashes before printing.
  • Targets data centers, warehouses and factories with 2-3 mm marks (vendor).

Rugged's results are vendor-reported, not audited. Named projects come from Rugged's own pages; separate what is shown from what is still a goal.

CustomerResult
Hensel Phelps, hyperscale data center, 250,000+ sq ft750+ labor hours freed; framing install 15% faster
Brogoitti ConstructionEquipment layout 8 weeks to under 2 weeks (75%)
Roman Mosaic, terrazzo project15 days of field labor saved (customer quote)
Project not named800K sq ft of layout in 5 days (secondary source)
Consigli, 2021 first use10-story Cambridge, MA building, about 40,000 sq ft a floor
Suffolk ConstructionCase study published Oct 24, 2024; figures not read
1M sq ft distribution centerVendor illustration, not a named job

Reported results (vendor claims)

ItemStatus
Floor layout printing on slabsProven, commercial
Hyperscale data center layoutOne named project
Unmanned overnight operation2022 goal; not confirmed
Independent accuracy testingNone found
Units in service, sq ft printedNot published
Named GC logos (Suffolk, Consigli)Paid volume unknown
IEEE RAS award, ICRA 2025Recognition, not test data

Proven versus still to show

Another vendor page claims up to 60% less layout time and 75% less rework, so figures differ by page. Rugged won the IEEE RAS Product Innovation Award at ICRA 2025.

Rugged and Dusty differ in who runs the robot. Same job, two commercial models. Status as of Oct 2026.

Rugged: layout as a service

  • Who operates: a Rugged operator travels with the robot and runs it.
  • Price: quoted per project from size, schedule, scope and density; no rates published.
  • Positioning: onboard localization plus survey control; no robotic total station (vendor).
  • Accuracy claim: under 1/8 in; 2-3 mm for data centers (vendor claim).
  • Customer inputs: BIM or CAD files, survey control points, site access.
  • Scale: units and square feet printed not published; funding about $12M.

Dusty: usage-based platform

  • Who operates: onsite training for the customer's operator, plus Dusty Academy.
  • Price: pay per day of use with platform access included; no rates published.
  • Positioning: laser tracker on the slab; Leica AT500 adopted July 2025.
  • Accuracy claim: 1/16 in (1.6 mm), vendor claim, tied to laser tracker use.
  • Customer inputs: BIM in Revit or AutoCAD, clear sightlines, a trained operator.
  • Scale: 25M+ sq ft in Q1 2022; $67.8M raised through May 2022.

A third option is HP SitePrint: a partner whitepaper reports a 120,000 sq ft hyperscale site laid out in 2 days instead of 20 with two robots (vendor/partner claim).

R10COMMERCIAL

Hilti Jaibot

Jaibot drills overhead anchor holes from BIM data.

Hilti Jaibot drilling robot with a total station. Where: Construction site (not stated)
Hilti Jaibot drilling robot with a total station. Where: Construction site (not stated)Photo: Hilti, company website (all rights reserved, reference only) · Maker: hilti.com

What you are seeing

  • A red tracked Jaibot with an orange arm and drill stands beside a Hilti PLT 300 total station inside a concrete frame.
  • Overhead anchor and pipe-clamp supports are already installed on the ceiling above.
  • Hilti: up to 8 h cordless runtime, built-in dust removal (Hilti); ENR reports a drilling zone about 6 ft in diameter.
  • Launched as a service to select partners; price was not announced and holes per hour are not disclosed.
Oct 2020First released; update June 2022
Up to 8 hCordless runtime per charge
1 monthMinimum rental term (US terms)
$300,000Customer charge if lost or misused
SpecificationDetail
MakerHilti Corporation, Schaan, Liechtenstein (a Hilti product, not a startup)
TypeSemi-autonomous overhead drilling robot, tracked base
ArmSix-axis; drilling zone about 6 ft (1.8 m) across
FootprintUnder 3 ft wide, under 5 ft tall (0.9 m, 1.5 m)
Ceiling height8.7-16.4 ft (2.65-5 m); US terms say 8.3-16.5 ft
Hole size3/16 to 3/4 in at launch (2020)
RuntimeUp to 8 h cordless; recharge 4-6 h (2020)
PositioningHilti PLT 300 total station; PLC 400 tablet
InputsRevit, AutoCAD or 2D plans via Hilti Cloud
Weight, holes/hourNot publicly disclosed

What it does

  • Drills anchor holes in concrete and corrugated deck for MEP hangers.
  • Marks each hole by trade and avoids obstacles; the operator can skip a hole near rebar.
  • 2022 update added deck mapping, wall drilling and 30% more dust removal.
  • Operator drives it by remote control; Hilti says it works alongside the install team.
  • Uses a Hilti TE 6-A22 cordless rotary hammer drill.
  • No data center Jaibot deployment found (as of Oct 2026); Hilti publishes no speed claim.

An operator moves Jaibot; the robot drills. Workflow on the left; what has and has not been shown on the right.

6 ftDrilling zone per set-up, about 1.8 m
500 holesPer 8 h shift, reported (single source)
150-250Holes per shift by hand (single source)
$3-$6Manual cost per hole (single source)
  1. Upload the plan

    Upload the Revit, AutoCAD or 2D plan to Hilti Cloud; set hole diameters and trades.

  2. Set the reference

    Set up the PLT 300 total station for a site reference.

  3. Move the robot

    The operator drives Jaibot to a work zone by remote control.

  4. Drill

    The robot locates itself and drills every hole in its 6 ft zone, avoiding obstacles.

  5. Mark and sync

    It sprays a mark by trade and syncs progress and Field-to-BIM data to the cloud.

ItemDetail
PilotALEC, Dubai, including One Za'abeel (2020 report)
Owned unitWo Lee Capital, Hong Kong, with its own operators
Output"Hundreds of overhead holes" per shift (ENR, 2020)
Reported rateUp to 500 holes in 8 h vs 150-250 by hand (single source)
Wall rangeSources differ: 1.2-4.8 m (Hilti) vs 0.9-4.8 m (Design World)
CadenceNo Jaibot robotics releases found in 2024-2026

Deployments and open questions

Hilti also agreed in March 2023 to manufacture Canvas drywall-finishing systems on the Jaibot platform; terms undisclosed.

Hilti rents Jaibot; it does not sell it. Terms from Hilti's US Jaibot system terms (2026). Prices sit in each Order Form and are not public.

TermWhat the terms say
ModelRental only, under an Order Form; the price is set in the Order Form
MinimumOne month (20 working days); usage fees billed monthly for all workdays until the system is returned
HoursMaximum 8 operating hours per day; multi-shift use must be reported
ExitCustomer may end an Order Form on 30 days' notice; Hilti may recall the unit at any time
OperationOnly Hilti-trained operators run it; only Hilti repairs it; wear parts are charged
DowntimeFees waived for days inoperable from a defect if Hilti is told before 13:00
Liability$300,000 for loss or misuse damage; 40% of list for accessories; customer indemnifies Hilti
DataNo data-ownership clause; the customer is responsible for the accuracy of project coordinates

Reported price (single source, Sep 2026): $10,000+ per month, about $500 per working day. Alternative: DEWALT/August downward drilling (announced Jan 2026; vendor claims).

R11PILOT

Raise Robotics Facade work cell

Raise builds a modular work cell for facade jobs.

Raise Robotics arm on a boom-lift chassis.
Raise Robotics arm on a boom-lift chassis.Photo: Raise Robotics, company website (all rights reserved, reference only) · Maker: raiserobotics.ai
Raise work cell at a high-rise floor edge.
Raise work cell at a high-rise floor edge.Photo: Raise Robotics, company website (all rights reserved, reference only) · Maker: raiserobotics.ai

What you are seeing: arm on a boom-lift chassis

  • A robot arm in a grey cover sits on a blue Raise base mounted on a boom-lift chassis in a yard with trees and poles.
  • This is the poster frame of a homepage video; the robot is not shown doing a task.
  • Raise started with facade bracket installation at slab edges; the platform footprint is 73 x 48 in (company).
  • A lift-mounted version was planned (ENR, 2025); price is not disclosed.

What you are seeing: work cell at a floor edge

  • A white collaborative arm on a mobile work cell reaches out at the open edge of a high-rise floor; towers stand behind.
  • A worker in hi-vis stands at the right; the image is a video still.
  • Raise: founded 2021; $7.75M seed (Jul 2025), $11.8M total; CEO Gary Chen (ENR, 2025).
  • Company reference: curtainwall layout of 10,000+ glass panels at St. Jude Children's Research Hospital (not necessarily this site).
$7.75MSeed round, Jul 30, 2025, led by MaC
$11.8MTotal raised (reported, ENR 2025)
10,000+Glass panels laid out at St. Jude
2021Founded; no round found since the seed
SpecificationDetail
MakerRaise Robotics, San Francisco per aggregators (founded 2021; CEO Gary Chen)
PlatformRaise Robot, modular mobile work cell
Footprint73 x 48 in (185 x 122 cm); weatherproof
HandlingForklift pockets and an air-caster system
ToolsHammer drill, pulse torque driver, layout tool, profiler
First taskFacade bracket install at slab edges
PlannedLift-mounted version
Precision1/16 in, vendor claim (single source)
PriceNot publicly disclosed
Payload, weightNot publicly disclosed

What it does

  • Positions a tool at a point on the slab edge, then drills or fastens there.
  • Reference: curtainwall layout of 10,000+ glass panels at St. Jude Children's Research Hospital, Memphis.
  • Early descriptions also name steel connection bolting and inspection.
  • Carries a layout tool and surface profiler as well as drill and torque tools.
  • Reported plan: robot-as-a-service leasing rather than sales.
  • No public data center deployment found (as of Oct 2026).

Raise has one named reference and several plans. Separating what is shown from what is only described. Status as of Oct 2026.

ShownDescribed or plannedNot found
Curtainwall layout, 10,000+ panels, St. Jude hospital, MemphisSteel connection bolting and inspection (2025 description)Customers beyond the one reference project
Facade bracket install at slab edges as the first product taskOverhead drilling and fastening (single-source description)Published payload, weight or runtime
$7.75M seed round led by MaC Venture Capital (Jul 2025)Lift-mounted modular version for scissor liftsPricing or lease rates
Weatherproof 73 x 48 in platform with forklift pocketsProcore documentation feed and robot leasing (reported)Any data center deployment
Tools: hammer drill, pulse torque driver, layout tool1/16 in precision (vendor claim, single source)Valuation, headcount or news after the seed round

Treat Raise as a watch-list company: a small seed-stage maker with promising tools but little public evidence of paid production.

Commercial model

A robot-as-a-service lease is planned so contractors avoid upfront cost. No prices are public; a data aggregator lists revenue as zero (low reliability).

Funding and risk

Seed stage with $7.75M raised in July 2025 and no later round found. Valuation and headcount are not disclosed; aggregator totals disagree (one lists $14.26M, unverified).

Labor impact

Not publicly disclosed. The named tasks (layout, drilling, bracket install) overlap with work done today by layout crews and installers.

Alternatives

Hilti Jaibot and DEWALT/August for drilling; Dusty, Rugged and HP SitePrint for layout. All have longer public records.

Not publicPrice or lease rate
Not publicPayload, weight and runtime
1Named reference project (St. Jude, Memphis)
0Data center deployments found

The tasks Raise names (layout, drilling, bracket install) put it in the same category as Jaibot and Dusty, with far less public evidence of paid production.

R12COMMERCIAL

Gecko Robotics crawlers

Gecko inspects boilers, tanks and hulls.

Gecko crawler on the surface of a steel vessel. Where: Industrial plant (not stated)
Gecko crawler on the surface of a steel vessel. Where: Industrial plant (not stated)Photo: Gecko Robotics, company website (all rights reserved, reference only) · Maker: geckorobotics.com

What you are seeing

  • A black wall-climbing crawler with rows of sensor units clings to the underside of a curved vessel; a cable trails below.
  • Two people shake hands in the blurred foreground; the platform behind is out of focus.
  • Customers shown on Gecko's site include Siemens, ADNOC, US Air Force, US Navy and Georgia Pacific (2026).
  • US Navy deal of $71M announced Mar 17, 2026 (company); specs (weight, speed, sensors) are not published on the maker's site.
$71MUS Navy deal announced Mar 17, 2026
18 warshipsUnder the five-year Navy contract
$1.25BValuation at Series D (Jun 2025)
Up to 50xFaster than manual (vendor claim)
SpecificationDetail
MakerGecko Robotics, Pittsburgh, PA (founded 2013; CEO Jake Loosararian)
RobotsTOKA 3, TOKA 4, TOKA 4 GZ, TOKA Flex
Confined spacesMONARCH small robot
SoftwareCantilever (cloud AI); Fulcrum (pipeline data)
TargetsBoilers, tanks, pipelines, pressure vessels, hulls
Customers shownSiemens, ADNOC, US Navy, US Air Force, Marathon
Series D$125M, Jun 2025, led by Cox; $1.25B valuation
Total raisedAbout $347M (Sacra, 2025)
Weight, speedNot publicly confirmed
PriceNot publicly disclosed

What it does

  • Crawlers move across industrial surfaces collecting inspection data.
  • Cantilever applies AI to the data to rank asset risk.
  • Sold as multi-year inspection contracts, not robot purchases.
  • Navy work covers hulls, decks, welds and components of 18 warships.
  • MONARCH is a smaller robot for confined spaces.
  • No public data center deployment found (as of Oct 2026).

Founded

Started in Pittsburgh; CEO Jake Loosararian.

Series C extension

$100M extension at a $633M post-money valuation.

Series D

$125M led by Cox Enterprises at a $1.25B valuation.

ADNOC agreement

Agreement to deploy the Cantilever platform.

Trident partnership

Partnership with a 40% throughput target.

US Navy deal

$71M, five years, 18 warships; 80% fleet readiness goal by 2027.

The Navy award did not appear in daily DoD contract announcements as of March 2026, per a Motley Fool report.

$71MNavy contract, five years
$125MSeries D, Jun 2025
~$347MTotal raised (Sacra, 2025)
~$60MEst. revenue, end-2024 (single source)

Commercial model and fit

  • Multi-year contracts bundle inspections, Cantilever access and engineering consulting.
  • Fees follow asset coverage rather than hours; rates are not public.
  • Core assets: boilers, pipes, pressure vessels, ships; power plants appear in testimonials.
  • Data center link is indirect: power and cooling plant assets, aspirational only.
  • Alternatives: manual inspection, and legged or drone inspection robots.

Limits and open questions

  • Revenue is a third-party estimate: about $60M by end of 2024 (single source).
  • Robot specs such as weight, speed and temperature range were not confirmed.
  • The 50x faster claim comes from Gecko and compares to manual inspection.
  • Navy award was not visible in DoD daily announcements as of March 2026.
  • No IPO announced; press speculation only.

The 50x faster claim is Gecko's own and compares with manual inspection; the Navy work is on ships, so it says little about data center construction.

SIDE-BY-SIDE COMPARISON

Three are commercial, Rugged is early, Raise a pilot.

Five featured robots plus DEWALT/August as a reference for downward drilling. Status as of Oct 2026.

RobotTaskCommercial modelPublic priceMaturityData center evidence
Dusty FieldPrinter 2Slab layout printingPay per day of useNot published; $2,500-$5,000/mo reported (single source)CommercialMortenson, two data centers, 700,000 sq ft (vendor case study)
Rugged Mark1Slab layout printingLayout as a serviceNot published; project quoteEarly commercialHensel Phelps, 250,000+ sq ft site (vendor claim)
Hilti JaibotOverhead drillingRental, Order FormNot published; $10,000+/mo reported (single source)CommercialNo public deployment found
Raise RobotFacade install, layoutPlanned robot leaseNot publicly disclosedPilotNone found
Gecko crawlersBoiler, pipe, hull inspectionMulti-year serviceNot publicly disclosedCommercialNone found; indirect via plant assets
DEWALT/AugustDownward slab drillingNot disclosedNot publicly disclosedEarly commercial10 projects, 90,000+ holes at 99.97% (vendor claims)

All speed, accuracy and savings figures in this section are vendor claims. Independent studies of layout and drilling robots were not found.

Part B · The robots

Finishing, rebar, masonry and printing robots

Six robots that finish walls, tie and fabricate rebar, lay block and print concrete shells.

SECTION OVERVIEW

Six robots, six different levels of proof.

Only TyBOT publishes a purchase price. None has a documented data center deployment (as of Oct 2026).

RobotJobMaturityPublic priceData center evidence
Canvas (JLG)Spray and sand drywall compoundEarly commercialNot publicly disclosedStated target market; no named project
Okibo EG7 / EG7+Paint, sand, finish drywallEarly commercialNot publicly disclosedData center job planned in 2025; no result published
TyBOT / IronBOTTie rebar; place rebar bundlesCommercial / Early commercialTyBOT 3.0: $425,000-$455,500 (Sep 2024)Listed as target; core use is bridge decks
Hadrian X (FBR)Lay masonry blockPilot; financial distressNot publicly disclosedNone found
ICON Titan / VulcanPrint concrete wall shellsEarly commercialTitan: $5,000 reservation; price not disclosedNone found
SQ4D ARCSPrint concrete wall shellsBuilder early; printer pre-commercialNot publicly disclosedNone found
R13EARLY COMMERCIAL

JLG Canvas Robotics Drywall Robot

Canvas is JLG-owned; commercial launch not stated.

Canvas 1200CX drywall finishing robot. A white mobile base carries an arm with a sanding head, covered in a protective suit, before a wall with joint-compound patches.
Canvas 1200CX drywall finishing robot. A white mobile base carries an arm with a sanding head, covered in a protective suit, before a wall with joint-compound patches.Photo: Canvas / JLG, company website (all rights reserved, reference only) · Maker: canvas.build

What you are seeing

  • JLG (Oshkosh) announced the acquisition of the Canvas technology on Jan 6, 2026; terms were not disclosed.
  • In Jul 2026 JLG previewed a worker-controlled, battery-powered finishing robot; launch date and price are not stated.
  • Legacy vendor claims: 99% dust captured and 70% less repetitive motion; past sites include SFO Terminal 1.
1,200 lb1200CX weight
12 ftFinishing height, 1200CX
Jan 2026JLG deal; terms not disclosed
15%Floor share done at Newark (2021)
SpecificationDetail
MakerCanvas Construction Inc., San Francisco (founded 2017); core technology acquired by JLG (Oshkosh), Jan 2026
Model1200CX (compact), announced Jul 2024
Footprint30 x 34.5 in (76 x 88 cm)
Weight1,200 lb (544 kg)
Finishing height12 ft (3.6 m); larger 1550: 15.5 ft
Finish levelLevel 4 (JLG, 2026); Level 5 was an earlier claim
Dust capture99% or more (vendor claim)
PowerBattery; full workday (vendor claim)
NavigationLidar and vision; no floor plan needed (vendor claim)
PriceNot publicly disclosed

What it does

  • Sprays joint compound over a full wall in one application
  • Returns with a sanding head; a vacuum captures the dust
  • Operator directs the robot; crews keep detail work and touch-ups
  • JLG plans to pair the technology with its lifts for interior work
  1. Scan (setup)

    Operator positions the robot. Lidar and vision map the room; no BIM needed (vendor claim).

  2. Plan (operator)

    Software splits walls into work areas. Operator picks the finish level and reviews.

  3. Spray (robot)

    Joint compound goes on the full wall in a single application.

  4. Dry (wait)

    One dry cycle replaces the several manual coats and waits between them.

  5. Sand (robot + crew)

    Sanding head with vacuum. Crews do detail work and touch-ups.

One spray day, one dry cycle, one sanding day. Vendor-described workflow. No named data center project is public (as of Oct 2026).

Measured, 2021-2024, vendor-involved

Webcor Newark Civic Center

Level 5 cycle time down 34%; the work took four days. On the same project the robot covered about 15% of the floor because the layout was not fully compatible.

Measured, 2021-2024, vendor-involved

Robot Report (2024)

Five days by hand versus about two days with the robot (vendor claim). No independent productivity data and no unit count have been published.

Commercial model

Canvas was a drywall subcontractor using union crews (2021). JLG has published no sales model, price or launch date. ENR reads JLG plans as a move to equipment supply (reporter inference). IUPAT DC16 signatory in 2021.

Integration needs

Charging power, a compatible floor layout, compound supply and a trained operator. Operator training of about a week (vendor claim). Insurance and safety case not documented.

Labor impact

Replaces overhead spraying and sanding; people keep detail work. 70% less repetitive motion (vendor claim). Up to 40% fewer wall-finishing touchpoints (JLG claim).

Limits and alternatives

JLG now cites Level 4, not Level 5. Newark coverage was 15%. Alternatives: Okibo EG7+, conventional crews.

$24MSeries B, Apr 2021 (Menlo Ventures led)
~$43MCumulative funding reported in 2021
~20Staff per a Universal Robots case study (undated)
Level 4Finish level in JLG 2026 materials

No named data center project is public for Canvas; data centers are a stated target market in 2024-2025 marketing.

R14EARLY COMMERCIAL

Okibo EG7 and EG7+

Okibo EG7+ reaches 24 ft; fleet size is unstated.

Okibo EG602 finishing an interior wall. A mobile robot with an arm in a yellow protective cover works on a white wall in an unfinished room; the unit is labeled EG602.
Okibo EG602 finishing an interior wall. A mobile robot with an arm in a yellow protective cover works on a white wall in an unfinished room; the unit is labeled EG602.Photo: Okibo, company website (all rights reserved, reference only) · Maker: okibo.com

What you are seeing

  • Specs shown are for the EG7: 800 lb, 27 in wide, about 1,000 sq ft per hour (vendor claim).
  • PCI signed a national partnership with Okibo on Mar 31, 2026 and uses the EG7 and EG7+; unit count is not stated.
  • Price is not disclosed; pre-orders are open only in Europe and the USA (vendor).
24 ftEG7+ reach for high walls
800 lbEG7 weight
$7.85MEquity round, Mar 2024
1M sq ftCovered in Europe (vendor claim)
SpecificationDetail
MakerOkibo (R&D in Tel Aviv, Israel; U.S. headquarters in Englewood, NJ), founded 2018
Weight800 lb (363 kg), EG7
Width27 in (68.6 cm); fits a standard doorway
ReachEG7+: up to 24 ft (7.3 m)
ThroughputAbout 1,000 sq ft/hr (vendor claim)
Hopper18 gal (cage)
PowerBattery, 5 kWh golf-cart class
DriveOmnidirectional swerve
CertificationCE; no UL or OSHA listing found
PriceNot publicly disclosed

What it does

  • Paints and applies coatings on walls and ceilings
  • Sands drywall when fitted with a dust collector
  • Scans the room in 3D; no markers, BIM or Wi-Fi needed (vendor claim)
  • Operator uses a control pad, loads material and swaps batteries

Netflix House is the one named U.S. project. Documented work versus what has not been shown (as of Oct 2026).

ItemWhat is reported
Netflix HousePCI used robots on drywall sanding at King of Prussia, PA; up to 5x on Level 4-5 sanding (reported)
PCI pilotsAbout one year of pilots; national partnership signed Mar 31, 2026
Hensel PhelpsHosted the EG7 premiere in Nov 2025; purchase not stated
EuropeOver 1M sq ft covered (vendor claim); customers not named
ReachEG7+ sanding and Level 4 finishing to 24 ft (vendor claim)

Documented work

ItemStatus
Data center jobA Washington, DC job was planned for summer 2025; no result published
Fleet sizeNot publicly disclosed; PCI ordered new units, count not stated
Paid vs pilotNot publicly disclosed
Independent auditNone found; all productivity figures come from Okibo or partners
ThroughputClaims differ: 1,000, 1,500 and 3,700 sq ft/hr

Not shown or not disclosed

Another outlet reported "more than 300%" higher sanding output at Netflix House; the 5x and 300% figures differ and neither is independent.

Okibo and JLG Canvas differ in reach and backing. Two Level 4 drywall robots compared on public information (as of Oct 2026).

Okibo EG7 / EG7+

  • Task: paints, coats and sands drywall
  • Size: 800 lb, 27 in wide; EG7+ reaches 24 ft
  • Integration: operator loads material, charges, clears obstacles
  • Sales: pre-orders in Europe and USA; price not disclosed
  • Company: about $8M equity disclosed; about 30 staff (single source)

JLG Canvas Robotics

  • Task: sprays joint compound and sands drywall
  • Size: 1,200 lb, 30 x 34.5 in; 12 ft finishing height
  • Integration: operator-controlled; plans to pair with JLG lifts
  • Sales: preview only; no price or launch date stated
  • Company: owned by JLG (Oshkosh) since Jan 2026

All productivity figures for both robots come from the vendors or their partners. No independent audit was found for either.

R15COMMERCIAL

ACR TyBOT and IronBOT

TyBOT has 65+ field deployments and a public price.

TyBot tying head above a rebar mat. Where: CSVT River Bridge, Central Pennsylvania (per Commons). A close view of the tying carriage above a green epoxy-coated rebar mat on a bridge deck at dusk; the gantry truss runs overhead.
TyBot tying head above a rebar mat. Where: CSVT River Bridge, Central Pennsylvania (per Commons). A close view of the tying carriage above a green epoxy-coated rebar mat on a bridge deck at dusk; the gantry truss runs overhead.Photo: BryceNelson7, Wikimedia Commons, CC BY-SA 4.0 · Maker: constructionrobots.com
TyBot gantry spanning a bridge deck. Where: CSVT River Bridge, Central Pennsylvania (per Commons). Elevated view: the gantry spans the full width of a rebar mat beside a river; snow lies on the ground and a crane is at left.
TyBot gantry spanning a bridge deck. Where: CSVT River Bridge, Central Pennsylvania (per Commons). Elevated view: the gantry spans the full width of a rebar mat beside a river; snow lies on the ground and a crane is at left.Photo: BryceNelson7, Wikimedia Commons, CC BY-SA 4.0 · Maker: constructionrobots.com

What you are seeing

  • Vendor claim: TyBot self-ties 1,200+ rebar intersections an hour with no pre-mapping or programming; measured active rates in case studies ran 1,036 to 1,275 an hour.
  • Sold directly since a Jan 2026 announcement (earlier RaaS only); price is by quote.
  • Maker: Advanced Construction Robotics, Allison Park, PA; founder and CEO Stephen Muck.
  • Vendor field result (a different job): NASA Causeway Bridge, Florida, 139,261 ties, about 50% of the mats on part of a deck.
  • D.T. Read Steel is receiving two TyBOTs for the I-26/I-95 interchange in Harleyville, SC (Dec 2025).
  • Total funding is not publicly disclosed (single-source database lists one round, amount blank).
65+Field deployments by Sep 2024
$425K+TyBOT 3.0 purchase price
57-83%Share of time in active production
-53%Crew hours, Oakvale (vendor case)
SpecificationDetail
MakerAdvanced Construction Robotics (ACR), Allison Park, PA; founded 2016; private, funding not disclosed
TypeGantry over the rebar mat (TyBOT 3.0)
Span67-117 ft on priced models
RebarUp to #8 x #9 intersections
Rated speed1,200+ ties/hr (vendor claim)
Measured, active1,036-1,275 ties/hr in case studies
Manual baseline250-300 ties/hr (ACR statement)
Runtime / setupUp to 10 hr; about 2 hr setup
Price$425,000-$455,500 (Sep 2024)
IronBOTPlaces bundles to 5,000 lb; price not published

What it does

  • TyBOT cameras find intersections and tie them with wire, no programming (vendor claim)
  • IronBOT lifts, carries, singulates and places rebar bundles
  • IronBOT is early commercial under a certified-contractor program
  • Core use is bridge decks; data centers are a listed target, none documented

Productivity, lb per man-hour (rebar placed, manual baseline versus robot; ACR-published case studies, vendor data)

Koppel: manual175
Koppel: robot263
Oakvale: manual180
Oakvale: robot378

Case study detail

  • Koppel Bridge, PA (2019): TyBOT tied 89% of ties at 1,128/hr active; crew hours 1,528 to 1,013 (-34%); shifts 19 to 13
  • Oakvale Bridge, WV (listed Sep 2026): TyBOT plus IronBOT; crew hours 900 to 423 (-53%); shifts 12.5 to 7
  • Crew size held at 10 (Koppel) and went 9 to 8 (Oakvale)
  • All metrics are ACR's own; no independent audit found

Marketed rate is 1,200+ ties/hr, but active production was 57-83% of shift time in the cases, so shift output falls below the 9,600-tie figure ACR cites for an 8-hour shift.

Buy or hire by the tie; bridge decks fit best. Economics and deployment (as of Oct 2026).

Price and model

Purchase since Sep 2024: $425,000 (67 ft span) to $455,500 (117 ft). Service is billed per tie or per lb. Purchase includes training, supervision and maintenance support. IronBOT price not published.

Integration and labor

Replaces tying; ironworkers still lay out, monitor and detail. Regular rebar grid, rails or edge forms, tie wire, fuel or power. One Robot Supervisor per robot.

Limits

Gantry rides rails or forms; no data center slab use is documented. IronBOT slipped from a 2022 target. Funding is not disclosed.

Alternatives

Manual tying by ironworkers runs 250-300 ties/hr (ACR). No competing autonomous tying robot was found in public sources.

$425-455KTyBOT 3.0 purchase price range
11 statesWhere robotics-as-a-service is offered
~2 hrSetup time after arrival (vendor claim)
3-5 daysBasic on-the-job training with the service

ACR lists data centers and warehouses as target sites, but every named deployment found is a bridge deck or elevated slab. All performance data are ACR's own.

R16PILOT; FINANCIAL DISTRESS

FBR Hadrian X

Hadrian X is pre-scale; FBR is short of cash.

Hadrian brick-laying truck in a large hall. A white truck with a long telescopic boom extended over dark block courses on a floor inside a large hall; the image looks staged.
Hadrian brick-laying truck in a large hall. A white truck with a long telescopic boom extended over dark block courses on a floor inside a large hall; the image looks staged.Photo: FBR Limited, company website (all rights reserved, reference only). Maker: fbr.com.au
Hadrian X render on a residential street. Where: Residential street (location not stated). A white truck with its boom raised stands on a street with houses under construction behind it. It appears to be a CGI render composited onto a photo (2017); it does not show a real laying operation.
Hadrian X render on a residential street. Where: Residential street (location not stated). A white truck with its boom raised stands on a street with houses under construction behind it. It appears to be a CGI render composited onto a photo (2017); it does not show a real laying operation.Photo: FastbrickRobotics, Wikimedia Commons, CC BY-SA 4.0. Maker: fbr.com.au

What you are seeing

  • Hadrian X is truck-mounted with a 105 ft (32 m) telescopic boom; first assembly was June 2018.
  • FBR held A$28k cash at Jun 30, 2026 and had nil customer receipts that quarter (4C filing, Jul 2026).
  • FBR now also promotes Mantis (welding) and Firehawk (ladle lining), built on the same stabilisation technology.
  • The Hadrian 105 demonstrator (2015) laid 225 bricks an hour (Wikipedia, 2025).
  • FBR is based in High Wycombe, Western Australia, and is listed on the ASX (FBR) and OTCQB.
A$28KCash, quarter ended Jun 30, 2026
NilCustomer receipts that quarter
0.04 qtrFunding runway in the filing
50:1Share consolidation, Jul 2026
SpecificationDetail
MakerFBR Ltd (formerly Fastbrick Robotics), High Wycombe, Western Australia; ASX: FBR
TypeTruck-mounted block-laying boom
Boom length105 ft (32 m)
Block weightUp to 99 lb (45 kg)
JoiningAdhesive instead of mortar
HeightUp to 3 stories (vendor claim)
Rate claims65-1,000 per hr; units differ
Model"Wall as a Service"
Machine priceNot publicly disclosed
Units, Jul 2026H03 and H04 in Western Australia

What it does

  • Lays large blocks from a CAD/BIM wall model, course by course
  • Humans handle setup, reinforcement, openings and finishing
  • Pilots in Mexico (2020) and Florida (2024-25); no scaled fleet
  • FBR now leads with Mantis welding and Firehawk ladle-lining robots

The June 2026 quarter shows a very short cash runway. Figures from FBR's Appendix 4C for the quarter ended Jun 30, 2026 (filed Jul 31, 2026), reported factually.

A$28KCash at Jun 30, 2026
NilCustomer receipts in quarter
0.04 qtrFunding runway stated
A$11-12MMarket cap, Sep 2026 (aggregators)
In the quarterly reportDetail
Receipts, year to dateA$748k, from Samsung Heavy Industries engineering and a US truck disposal
Operating outflowA$2.205M, excluding an A$2.212M R&D rebate
Products namedHadrian X, Mantis (welding), Firehawk (no status given)
Mantis ordersFirst unit pre-sold in Louisiana, delivery 2H 2026
Financing after quarter endDetail
Short-term loansA$400k and A$300k at 2.5% per week interest
Convertible noteCommitment of up to A$3.87M
Share facilityA$20M subscription facility
Market capAbout A$197M in Jul 2025 (pre-consolidation) vs A$11-12M in Sep 2026 (aggregators)

Single-source aggregator figures (market capitalization) are indicative. Operating outflow was about A$2.2M in the quarter, against A$28k of cash at quarter end.

DateEventEvidence level
Nov 20183-bed, 2-bath structure (180 sq m) built in under 3 daysVendor milestone
Aug 2020GP Vivienda, Mexico: four 2-bed houses, each under one shift on averageVendor claim; pilot
Sep 2020First non-residential structure, near PerthReported
Jul 2024Truck shipped to Florida with CRH Ventures Americas; up to 300 units discussedAspiration, not a contract
Feb 2025PulteGroup pilot in Florida: "entire house in a single day"Vendor claim; no follow-on order found
Jul 2026H03 back in Fremantle for recommissioning; H04 road-registered for Western AustraliaFBR 4C filing

Milestones are vendor-reported; none is audited. Hadrian X deployments and claims, 2018 to 2026.

Block-laying rates quoted differ (225, 65-80, 500 and 1,000 per hour) and unit definitions differ. No audited sustained rate was found. One source reports over A$200M spent over a decade (single source).

R17EARLY COMMERCIAL

ICON Titan and Vulcan

ICON prints homes and barracks; Titan ships 2027.

ICON gantry printer on a residential lot. A gantry printer on rails holds its print head over a freshly printed concrete wall outline; trees and a house are behind. The Commons file title reads 'ICON Next-Gen Construction System'; the photo is lit at dusk.
ICON gantry printer on a residential lot. A gantry printer on rails holds its print head over a freshly printed concrete wall outline; trees and a house are behind. The Commons file title reads 'ICON Next-Gen Construction System'; the photo is lit at dusk.Photo: ICON Team, Wikimedia Commons, CC BY-SA 4.0. Maker: iconbuild.com

What you are seeing

  • ICON has raised over $450M; the last raise was $185M (Feb 2022, valuation near $2B).
  • ICON cut about 25% of staff (114 per a WARN notice), effective Mar 8, 2025; printer price is not publicly disclosed.
245+Homes and structures (ICON, Mar 2026)
$62.8MFort Bliss Army contract
114Layoffs, reported ~25% of staff, Jan 2025
$450M+Raised; other reports say $500M+
SpecificationDetail
MakerICON Technology, Inc., Austin, TX; founded 2017; CEO Jason Ballard
TitanMulti-story printer; prints up to 27 ft
Titan output2,500 sq ft home in under 7 days (vendor)
Titan crew2 technicians; 2-week training in Austin
Warranty3 years (vendor)
Wall cost$20/sq ft target, not a guarantee
VulcanGantry; footprint 46.6 x 15.6 ft
Vulcan height10.5 ft (2021) or 12 ft (2026); sources differ
Titan priceNot disclosed; $5,000 reservation
DeliveriesEarly 2027 (vendor)

What it does

  • Prints concrete wall shells; trades add roof, windows and MEP
  • Vulcan printed Wolf Ranch: 100 homes with Lennar, Georgetown, TX
  • Titan went on sale to builders Mar 11, 2026
  • Army barracks at Fort Bliss and Fort Polk; NASA lunar construction R&D

ICON reports large Army and NASA contracts. Military and NASA work reported by ICON; figures are company claims unless stated.

$62.8MFort Bliss Army production agreement. Awarded Dec 2025; ten barracks
58 daysTo print all ten barracks. Delivered in about 7 months (vendor claim)
$67.9MFort Polk, Louisiana agreement. Phase I: eight printed facilities

Fort Bliss, El Paso

10 open-bay barracks for 560 service members, 78,000+ sq ft covered. Ribbon cutting Jul 2026; ICON says 9.3% below the USACE price benchmark.

Fort Polk, Louisiana

Groundbreaking Jun 29, 2026; vertical construction Sep 2026. Occupancy planned for summer 2027.

NASA and ICON Prime

$57.2M NASA SBIR Phase III award (Nov 2022) for lunar construction. ICON Prime, a government division, launched Apr 14, 2026.

ICON reports over $360M in government contracts (vendor claim). The printer model used at Fort Bliss is not named in the release.

Large raises, then layoffs, then a pivot to machines. Economics, stress and limits (as of Oct 2026).

Residential economics

Wolf Ranch homes were priced from about $400K-$429K against a $425K local median. Walls of a 2,000 sq ft home printed in about 7 days. Rest of the build takes months.

Titan terms

Purchase with financing; price not disclosed. Training from Q3 2026, deliveries early 2027. Service and software sit in the Titan Program.

Company stress

Jan 2025: 114 layoffs, reported as about 25% of staff (Texas WARN notice; headcount figures differ by source). WARN notice effective Mar 8, 2025. ICON called it a realignment toward its multi-story printer.

Limits

Shells only; no data center project found. Titan figures are vendor claims. Peers: Mighty Buildings sought a buyer; Diamond Age entered liquidation (2025).

98 of 100Wolf Ranch homes sold by Feb 2026
$5,000Titan reservation deposit
$56MInvestment reported weeks after layoffs
~$2BLast valuation reported (2022)

Titan price is not disclosed and the $20/sq ft wall cost is an engineering target. ICON's product is the wall shell; other trades still complete the building.

R18BUILDER EARLY; PRINTER PRE-COMM.

SQ4D ARCS

SQ4D lists ARCS 4.2 for sale with no public price.

SQ4D ARCS gantry arm and mast. A truss gantry arm and mast of the ARCS printer rise against trees and sky; a US flag is mounted on the mast. Only hardware is visible; no printed structure appears in the frame.
SQ4D ARCS gantry arm and mast. A truss gantry arm and mast of the ARCS printer rise against trees and sky; a US flag is mounted on the mast. Only hardware is visible; no printed structure appears in the frame.Photo: SQ4D, company website (all rights reserved, reference only). Maker: sq4d.com
SQ4D crew beside the ARCS equipment. Three crew members in hi-vis stand beside printer equipment on a residential job site behind a wooden fence. The frame is tightly cropped and the printer shows only at the right edge.
SQ4D crew beside the ARCS equipment. Three crew members in hi-vis stand beside printer equipment on a residential job site behind a wooden fence. The frame is tightly cropped and the printer shows only at the right edge.Photo: SQ4D, company website (all rights reserved, reference only). Maker: sq4d.com

What you are seeing

  • SQ4D lists ARCS 4.2 for reservation and a printer "now for sale"; no price or print speed is stated (vendor).
  • Projects listed: Islip, Islandia, Riverhead and Calverton, NY (vendor).
  • SQ4D is based in Patchogue, NY; partner 4Dify plans a permitted 3D-printed home community in California (CBS, Jul 2025).
  • Vendor claims: homes in "hours, not days" and double the standard compressive strength.
1,900 sq ftHome printed in 2020
48 hrPrint time over 8 days (vendor, 2020)
$299,9992021 listing, 1,407 sq ft home
<$6,0002020 materials only (vendor claim)
SpecificationDetail
MakerSQ4D Inc., Patchogue / Riverhead, NY; founded 2016 or 2017 (sources differ)
TypeGantry concrete printer (ARCS)
Current modelARCS 4.2, "Now For Sale" on the site
NozzlePatent-pending rectangular tangential
Strength2x industry standard (vendor claim)
Power drawAbout a hairdryer (vendor claim)
CrewAs few as three (vendor claim, 2020)
Size, speedNot publicly disclosed
Printer priceNot publicly disclosed
Units soldNot publicly disclosed

What it does

  • Prints footings, walls and utility conduit on site
  • Roof, windows, MEP and finishes done by conventional trades
  • Permitted printed homes in Islip, Islandia, Riverhead and Calverton, NY
  • Partner 4Dify plans a printed community in California

Projects are few and priced figures are partial. Reported projects and what SQ4D does not publish (as of Oct 2026).

YearReported project
20201,900 sq ft permitted home; materials under $6,000 (vendor claim)
2021Riverhead, NY: 3-bed, 2-bath listed at $299,999; printed part about 41% of the build
2025Habitat for Humanity, Brentwood, NY: 4-bed home, more than half printed; Islip subsidy $250,000
2025-264Dify partnership: planned permitted California community; no homes reported

Not publicly disclosed

  • All-in cost per home; materials-only figures mislead
  • ARCS 4.2 price, dimensions, print speed and power needs
  • Number of ARCS machines built or sold
  • Independent productivity or strength data
  • Any data center or large commercial project: none found

SQ4D says the printed portion of a 2021 home cost up to 70% less and was 3x faster; these are vendor claims. Alternatives: ICON, COBOD, Apis Cor.

COMPARISON

Price, proof and cautions side by side.

Six robots on the same four questions (as of Oct 2026).

RobotPublic priceStrongest public evidenceMain caution
Canvas (JLG)Not publicly disclosedWebcor Newark: Level 5 cycle time down 34% (2021)No launch date or price; 15% floor coverage at Newark
Okibo EG7+Not publicly disclosedNetflix House with PCI; partnership Mar 2026No independent data; fleet size unstated
TyBOT / IronBOT$425,000-$455,500 (TyBOT)65+ field deployments; case studiesBridge-deck focus; data are ACR's own
Hadrian X (FBR)Not publicly disclosedPilots 2018-2025 (vendor)Cash A$28k at Jun 30, 2026
ICONTitan: $5,000 reservationFort Bliss: 10 barracks (vendor)114 layoffs in Jan 2025; Titan ships 2027
SQ4D ARCSNot publicly disclosedPermitted New York homes since 2020No specs, price or sales data
COMPARISON

Evidence is deepest for TyBOT and ICON.

Grades summarise the public record reviewed in this section; they are not performance ratings.

RobotNamed projectsPublic priceMeasured resultsFunding disclosedData center project
TyBOT / IronBOTYesYesYesNoneNone
ICON Titan / VulcanYesThinPartYesNone
Canvas (JLG)PartNonePartPartNone
Hadrian X (FBR)PartNoneThinYesNone
Okibo EG7 / EG7+PartNoneThinPartNone
SQ4D ARCSPartNoneThinNoneNone

Legend: None found (None), Thin, Partial (Part), Documented (Yes).

No public data center deployment was found for any of the six robots (as of Oct 2026). Measured results are mostly vendor-reported or vendor-involved.

Part B · The robots

Heavy equipment autonomy and hauling

Autonomy kits and machines that dig, drive piles and haul earth.

KITS VS PURPOSE-BUILT MACHINES

Most autonomy is added to machines already owned.

Three routes to an autonomous heavy machine, with named examples in each.

Retrofit autonomy kit

Teleo: kit on Cat, Komatsu, Deere, Volvo. Bedrock: kit for large excavators. Built Exosystem: aftermarket excavator kit. Teleo says no OEM involvement is required. Teleo model years 2005-2022 (vendor claim).

Modified machine

Built RPD 35 sits on a modified Cat 335. Task-specific: solar pile driving only. Hitachi and Teleo showed a joint demo, 2026. Cat said in Sep 2026 it will add FieldAI (headline only; terms not read).

Purpose-built or factory

Cat Command trucks, 190-360 t, since 2013. Komatsu FrontRunner: 251 trucks, 2020. Doosan Bobcat RX3 concept loader, CES 2026. Cyphra PAL: small tracked rover, rented. Mining examples are dated; counts not refreshed.

Kits reach the installed fleet faster; factory autonomy can integrate more deeply. Evidence for construction use is thinner than for mining haulage.

HOW THE OEMS FIT

Four OEMs: rivals, hosts and partners to kits.

What is documented for Caterpillar, Komatsu, Deere and Hitachi; gaps are stated as gaps.

OEMDocumented autonomyLink to kit makersGap
CaterpillarCat Command hauling: 3B+ tonnes, 17 mines, 9 customers by May 2021; first trucks 2013. Sep 2026: FieldAI tie-up to add autonomy (headline).Many Teleo orders are Cat machines; Built RPD 35 sits on a modified Cat 335.Current mining counts not verified
KomatsuFrontRunner: 3B+ tonnes, 251 trucks, 11 sites at end June 2020.A Teleo kit was tested on a Komatsu WA500 loader.2026 construction autonomy not read
DeereDeere machines are retrofitted: 410P trucks, 624K and 333G loaders, 850L dozers.Host for Teleo orders (e.g., MS Park, 8 trucks).Own autonomy program not retrieved
Hitachi CM2024 startup challenge drew 127 proposals; Teleo won the autonomy theme.Partner: CONEXPO 2026 demo of a ZW310 loader and a dump truck, operator 500 miles away.Commercial terms not disclosed
3B+ tCat Command hauled by May 2021
251Komatsu FrontRunner trucks, Jun 2020
127Proposals in Hitachi 2024 challenge
500 miOperator-to-machine distance, 2026 demo

Teleo states no OEM involvement is required to retrofit; OEM warranty and service terms for retrofitted machines are not documented in sources.

UNION CONTEXT

Unions are shaping how autonomy is introduced.

IUOE has trained members on Built systems; ports and trades show the range of positions.

400,000+IUOE members (2020)
2020IUOE and Built training partnership
~99%ILA members ratifying 2025 contract
~500,000LiUNA members, US and Canada

IUOE and Built Robotics

Announced March 2020; multi-year. Members learn to install, operate, repair Built systems. Training at IUOE center near Houston. Built supplies its system to the curriculum. Described as "first-of-its-kind" by IUOE president.

ILA ports precedent

Oct 2024 strike over automation; suspended after 3 days. Six-year contract ratified Feb 2025, to Sep 2030. Union cites "full protections against automation". Clause text not public in sources found. Do not read it as a ban without the contract.

LiUNA and AFL-CIO

LiUNA, May 2026: workers will not be replaced. Open to tools such as drones checking PPE. No negotiated robotics clauses reported. AFL-CIO poll: humans as final decision-makers.

R19EARLY COMMERCIAL

Built Robotics RPD 35

Heavy autonomous pile driver on a modified Caterpillar 335 excavator; Hyperion figures are reported.

Built Robotics Exosystem on a Komatsu excavator.
Built Robotics Exosystem on a Komatsu excavator.Photo: Carolinah13 / Built Robotics, Wikimedia Commons, CC BY-SA 4.0 · Maker: builtrobotics.com
Exosystem frame on a CAT excavator.
Exosystem frame on a CAT excavator.Photo: Carolinah13 / Built Robotics, Wikimedia Commons, CC BY-SA 4.0 · Maker: builtrobotics.com

What you are seeing: first photo

  • A rear view of a yellow Komatsu excavator with the Built Robotics Robotic Exosystem frame, solar panels and antennas on top.
  • The kit is a retrofit: sensors, compute and GNSS are carried on a frame fitted to a standard machine.
  • Built RPD 35 pile driver (company): up to 224 piles, 34,000 lb payload; RPS 25 stabilizer holds within 1.0 degree plumb.
  • Vendor claim: 50,000 hours, 40 deployments and 0 jobsite injuries; funding and price are not disclosed.

What you are seeing: second photo

  • A close-up of the Exosystem frame with three solar panels, sensors and GNSS antennas on the back of a yellow CAT excavator.
  • The source describes this as a company advertising photograph; the plate reads Built Robotics, Robotic Exosystem.
  • Meta Hyperion (Louisiana) solar site: 10 Built robots at 72 tons each drive nearly 1,000 piles a day (eWeek, Jul 2026).
  • CEO estimate: a conventional crew would need 3-4 times as many workers; the robots shown there are not this kit.
~1,000Piles/day at Hyperion (reported)
40Deployments (vendor claim)
50,000 hrsField hours (vendor claim)
$112MRaised, Series A-C
SpecificationDetail
MakerBuilt Robotics, San Francisco (founded 2016)
TypeAutonomous pile driver, tracked
CarrierModified Caterpillar 335 excavator
Weight72 US tons per robot (reported)
Pile capacityUp to 224 piles carried
Pile lengthUp to 19 ft; W6x7 to W8x28
Max payload34,000 lb (vendor)
Cycle timeOne pile per 73 s (vendor claim)
PriceNot publicly disclosed

What it does

  • Drives solar piles to surveyed points without a driver in the cab.
  • Supervised by Robot Equipment Operators through the Everest web platform.
  • Reported at Meta Hyperion: 10 robots, nearly 1,000 piles a day (one source).
  • Works on the power plant serving the data center, not the building.

Status as of Oct 2026. EPC contractor, megawatts and contract value at Hyperion are not named in sources.

Built says supervisors oversee several machines. RPD 35 workflow from design points to driven piles; the supervision ratio is not disclosed.

  1. Load layout (input)

    Pile design coordinates are loaded from the survey.

  2. Start job (human)

    A supervisor sets up and starts the job in Everest.

  3. Position (robot)

    Machine picks a pile, drives to the stake and aligns plumb.

  4. Drive pile (robot)

    It hammers to depth and checks tolerance.

  5. Repeat (human)

    It moves on; people handle exceptions and refueling.

PROVEN

Proven

Solar piling for named customers incl. Black & Veatch, Mortenson, Sunstate, MPC Kinetic

REPORTED

Reported

Hyperion share of piling and a 3-4x crew-size estimate (CEO estimate)

NOT DISCLOSED

Not disclosed

Units in service, total piles driven, MW built, supervision ratio

Built rents Exosystem; RPD 35 pricing is private. Commercial model, site needs and labor effects.

Commercial model

Exosystem was a monthly rental with installation and training, plus an hourly charge (2022). RPD 35 price: not publicly disclosed. No large upfront cost for Exosystem (2022). Built acquired Roin Technologies, Jan 2023.

Site readiness

Needs RTK GPS, surveyed pile layouts and trained supervisors. Network needs: not published. Charging or fueling plan: not published. Safety case: not published.

Labor impact

Augments pile-driver crews; IUOE trains members on the systems. CEO: a manual crew would need 3-4x the workers. Roles: supervisors (REOs), refuelers. Several machines per supervisor: claimed; ratio not disclosed.

Limits and rivals

Narrowed to solar in 2023 after about seven years in excavation. No 2025-26 funding found. Peers: Terabase, AES Atlas, Charge Robotics (unverified). Volumes at scale not disclosed.

$112MRaised, Series A-C
2020IUOE training partnership began
3-4xCrew size avoided (CEO estimate)
10Robots at Hyperion (reported)
R20PILOT

Bedrock Robotics

Autonomy kit and software for large excavators, founded by former Waymo engineers.

Excavator loading a dump truck, aerial view. A top-down view of a yellow tracked excavator loading soil into a white dump truck on bare, track-marked dirt. This is a frame from Bedrock's homepage; the autonomy retrofit itself is not visible.
Excavator loading a dump truck, aerial view. A top-down view of a yellow tracked excavator loading soil into a white dump truck on bare, track-marked dirt. This is a frame from Bedrock's homepage; the autonomy retrofit itself is not visible.Photo: Bedrock Robotics, company website (all rights reserved, reference only) · Maker: bedrockrobotics.com

What you are seeing

  • Bedrock Operator retrofits excavators; vendor claim of "tens of thousands of hours" in the field; a Champion Site Prep video appears on the site (relationship unconfirmed).
  • Reported: $270M Series B (early 2026); specs, supported models and price are not published.

Bedrock: $270M to retrofit excavators for operator-out work.

$270MSeries B, Feb 2026
$350M+Total raised
$80MSeries A, July 2025
2026Operator-out target year
SpecificationDetail
MakerBedrock Robotics, San Francisco
Product"Bedrock Operator" excavator autonomy
FormRetrofit kit on existing machine
CEOBoris Sofman (ex-Waymo team)
EmergedJuly 2025, $80M Series A
Series B$270M, 4 Feb 2026
Total raisedOver $350M
ValuationNot confirmed (one headline: $1.75B)
PriceNot publicly disclosed

What it does

  • A learned model digs and loads; data collection feeds model improvement.
  • Targets general contractors; plans fleets of connected machines.
  • First operator-out deployments were planned for 2026.
  • Later machine types are planned beyond excavators.

Series B led by CapitalG and Valor Atreides AI Fund; NVentures (NVIDIA) and Tishman Speyer also invested. Status as of Oct 2026.

Funding is clear; deployment detail is thin. What is established, what is reported by single sources, and what is still not public.

$80MSeries A, July 2025
$270MSeries B, Feb 2026
3Operator-free sites (single source)
NoneData center sites found

Established

  • $80M Series A (July 2025) and $270M Series B (Feb 2026)
  • Backers include CapitalG, 8VC, Eclipse, NVentures, Tishman Speyer
  • Site names Champion Site Prep as a customer
  • Founders largely ex-Waymo; head of evaluation ex-Meta AI
  • Plans first driverless sites in 2026

Reported or not public

  • Sundt and Zachry named as customers (headline-level)
  • Operator-free excavators on three sites (single source)
  • Valuation of $1.75B: one headline, unconfirmed
  • Hours, units, models and supervision ratio: not disclosed
  • No data center site found (as of Oct 2026)

Reported operator-out claims should be checked against customer statements before they are repeated.

Bedrock sells a kit plus a subscription. Commercial model and where it sits among alternatives (secondary source on pricing).

Model and integration

  • Pricing: one-time install fee plus monthly subscription (secondary)
  • Dollar amounts: not public
  • Buyers: contractors and equipment rental companies
  • Contractors often start with one or two machines
  • Safety case, supervision ratio: not published

Alternatives and open questions

  • Built Robotics: kit and pile driver, solar focus
  • Teleo: supervised kits through dealers
  • Gravis Robotics: $200M raise, Aug 2026 (headline)
  • Caterpillar with FieldAI: OEM route (headline)
  • Open: does any rental house offer Bedrock machines?

Labor effect: not disclosed. Operator-out implies replacing the in-cab operator, with remote supervisors and technicians as new roles.

R21EARLY COMMERCIAL

Teleo Supervised Autonomy

Teleo retrofits brand-mixed fleets for remote supervision: kit, mesh network and command center for loaders, dozers and dump trucks.

Dozers on a large earthwork site. Three Caterpillar dozers push soil across a large earthwork site under a clear sky; the file is named for Teichert.
Dozers on a large earthwork site. Three Caterpillar dozers push soil across a large earthwork site under a clear sky; the file is named for Teichert.Photo: Teleo, company website (all rights reserved, reference only) · Maker: teleo.ai

What you are seeing

  • Teleo adds a retrofit kit, a RobustMesh network and a Remote Command Center; one operator supervises several machines.
  • Customers on the site: John Aarts Group, Teichert and Tomahawk Construction; $29.8M raised in total by Nov 2024, including $16.2M from two 2024 Series A extensions.
  • The photo does not show the kit or which machines run autonomously.
$29.8MRaised through Nov 2024
76Machines ordered, 2023 and 2024
500 miOperator distance, CONEXPO 2026
<1 yrPayback (vendor claim, 2023)
SpecificationDetail
MakerTeleo, Palo Alto (founded 2019)
TypeRetrofit kit for heavy equipment
Autonomy levelSupervised autonomy
ComponentsRetrofit kit, RobustMesh, command center
BrandsCat, Komatsu, Deere, Volvo, Liebherr
Model years2005-2022 (vendor claim)
Machine typesLoaders, dozers, articulated trucks
CEOVinay Shet
PriceNot publicly disclosed

What it does

  • Operator takes over for digging, loading and dumping.
  • Machine drives itself on long haul legs while operator switches machines.
  • Video and data are logged to the Insite analytics layer.
  • Expanded in 2024 to ports, forestry, pulp and paper.

No data center deployment found (as of Oct 2026); nearest is a logistics warehouse site near Atlanta.

Named deployments span quarries, plants and ports. Customer announcements; sources do not separate paid production from paid pilots.

CustomerUseMachinesWhen
Tomahawk (FL)Residential site development3 trucks, growing to 12 (vendor plan)Dec 2023
Teichert (CA)Gravel mine dozing, night shifts2 Caterpillar D10T-class dozers2022-23
John Aarts (ON)Remote loading of concrete plant1 Deere 624K wheel loaderQ2 2023
Ajax Paving (FL)Two asphalt plants 80 miles apart2 Cat loaders, one operator2023
RYAM (FL)Pulp mill bark and chip hauling, 24/73 Caterpillar wheel loaders2024
MS Park (GA)Logistics warehouse site8 Deere 410P trucks, 2 850L dozersOrdered Oct 2024
Black Cat Civil (AU)Haulage10 Caterpillar 740EJ trucksPlanned Q1 2025
Kokkola Port (FI)Port bulk logisticsVolvo L350H loader2024

Demos show one operator to roughly 2-6 machines; no supervision ratio, cost per ton or productivity data is published.

Teleo needs a dealer, a network and a command seat. Commercial model, integration and labor effects.

Commercial model

Kit installed through dealers such as RDO, Dobbs and Murphy Tractor. Price: not publicly disclosed. Payback under a year: vendor claim. Lead times and minimums: not disclosed.

Integration

Dealer install, mesh network, and trailer or office command space. Operator training needed. No BIM link documented. Safety rating, insurance: not published.

Labor impact

Operators gain multi-machine reach; in-cab time on repetitive haul legs is replaced. Tomahawk: 2 trucks idle 10 months without operators. Roles: remote operator, kit technician. Customer: one operator on 2-3+ machines (2026).

Limits and open items

Supervised, not unmanned; digging still needs a person. Last funding found: Nov 2024 ($7M). 2025-26 delivery of orders not verified. Rivals: Built, SafeAI, OEM programs.

42Machines ordered, Oct 2023 (17 sites)
34Machines ordered, Oct 2024 (9 customers)
7Dealers named across regions
2019Founded
R22PILOT

Cyphra Autonomy PAL

PAL: a rented rover for site material moving. Very early company; most facts come from one local profile (Jan 2026).

Tracked hauler cart loaded with pavers. Workers load concrete pavers onto a small yellow tracked hauler cart beside an excavator at a fenced construction site.
Tracked hauler cart loaded with pavers. Workers load concrete pavers onto a small yellow tracked hauler cart beside an excavator at a fenced construction site.Photo: Cyphra Autonomy, company website (all rights reserved, reference only) · Maker: cyphra-autonomy.com

What you are seeing

  • Cyphra PAL is rented at about $1,800 a month or $200 a day per unit (single source, 2026).
  • Founded 2024 in Kansas City; raised $450,000; 5 units in the fleet (Startland News, Jan 2026).
  • Programs such as Hensel Phelps Innovation Lab are accelerators and pilots, not paid production.
5Rental units, Jan 2026
~$450KRaised (sources differ)
$1,800Per unit per month
2,200 lbGen 2 payload target
SpecificationDetail
MakerCyphra Autonomy, Kansas City, MO
ProductPAL, "precision autonomous laborer"
FoundersSean Ward (CEO), Dietrich Kruse (CTO)
Founded2024 (one source says 2023)
Fleet3 staff; 5 rental units (Jan 2026)
ModesAutonomous route, remote, follow-me
Gen 1 payloadNot publicly disclosed
Gen 2 (R&D)Tracked, up to 2,200 lb (1,000 kg)
RentalAbout $1,800/month or $200/day

What it does

  • Hauls rebar, fencing, debris and concrete on construction sites.
  • Several rovers coordinate over a mesh network.
  • Operators are trained in under five minutes (vendor claim).
  • Customers are unnamed; pilots and letters of intent reported.

Sources disagree on headquarters (Kansas City vs Fenton, MO), founding year and funding ($340K to $450K).

Cyphra is a pilot-stage tool, not yet a hauler. Documented claims against what is not public; scale differs sharply from Teleo trucks.

Documented

  • Rented, not sold: per month or per day
  • Rover reached autonomous operation in eight weeks (vendor)
  • Backed by accelerators and grants, e.g., LaunchKC
  • Gen 2 modular tracked chassis planned for 2026
  • Targets wheelbarrow-style laborer hauling
  • Fleet of 5 units, planned to double in 2026
  • Programs: Berkeley SkyDeck, Suffolk BOOST

Not documented

  • Gen 1 payload, speed, runtime, sensors
  • Named customers or paid production
  • Hours, tonnage or crew-size change
  • Safety case, insurance, certifications
  • Gen 2 release status as of Oct 2026
  • Independent benchmarks (none published)
  • SOC 2 or ISO certification (none found)

No data center use documented. Scale check: Teleo retrofits wheel loaders, dozers and dump trucks; PAL targets small loads near crews.

PRECEDENT: MINING AND PORTS

Mining and ports automated first, with labor deals.

Verified facts from Rio Tinto rail and APM Terminals; dated figures are marked.

ItemFact
CompletedDecember 2018; US$940M
Scale~1,700 km, ~200 locomotives
Routes16 mines to 4 ports
First runJuly 2018, 28,000 t, 280 km
By Oct 201834 trains/day autonomous
ControlPerth, 1,500 km away
Failure caseBHP train ran 92 km, driverless
Trucks130 planned by 2019 (plan)

Rio Tinto AutoHaul (Pilbara, 2018)

ItemFact
Maasvlakte IIOpened April 2015
Capacity2.7M TEU/yr, 86 ha
Cranes8 automated electric STS
CostEUR 500M (reported)
ILA, June 2024Alleged automation at Mobile
Contract6 years, Oct 2024 to Sep 2030
RatifiedFeb 2025, nearly 99%
Terms"Full protections" (union)

APM Terminals and ports labor

Lesson for construction: autonomy scaled on controlled sites with central control rooms, and labor terms were negotiated alongside it. Figures are 2015-2019 vintage; current counts not verified.

SIDE-BY-SIDE COMPARISON

Four approaches, four levels of proof.

Heavy equipment autonomy as of Oct 2026; blanks in public evidence are stated.

DimensionBuilt RoboticsBedrockTeleoCyphra
MachinePile driver on modified Cat 335Retrofit kit, large excavatorsRetrofit kit: loaders, dozers, trucksSmall tracked rover
AutonomyAutonomous in defined tasksSupervised; operator-out plannedSupervised autonomyRemote, follow-me, route
MaturityEarly commercialPilotEarly commercialPilot
Capital raised$112M (Series A-C)Over $350M$29.8M (Nov 2024)~$450K (sources differ)
PricingExosystem rental; RPD not publicInstall fee plus subscriptionDealer kit; not public$1,800/month rental
Data center linkHyperion solar site (reported)None foundNone foundNone found
Main caveatVolumes not disclosedCustomers thinly sourcedNo productivity dataSingle-source facts

Only Built has a reported data-center-related site, and it is the solar plant, not the building.

C1.1LABOR SHORTAGE NUMBERS

The shortage is large and tied to retirements.

Construction-wide estimates from ABC and a 2026 AGC survey of 1,830 firms, with the data center effect.

349,000net new workers needed in 2026 (ABC). Most of the 2026 demand comes from retirements.
456,000net new workers needed in 2027 (ABC). Spending growth is expected to resume.
87%of AGC firms have hourly craft openings. 88% of those say roles are as hard or harder to fill.
81%of firms with openings struggle to fill electricians. Mechanics 79%, HVAC 77%, concrete 76%.
28%of AGC firms did data center work in the past year. Among those reporting effects, see the labor competition section.
58%of those saw more competition for skilled workers. Wage pressure 49%; turnover up 30%.

ABC rule of thumb: about 3,450 jobs per $1 billion of added construction spending. ABC's earlier 2026 figure of 499,000 was replaced by 349,000 because spending growth is forecast to be modest, not because the problem eased.

C1.2RECONCILING THE STUDIES

Two Deloitte studies, two different numbers.

The widely quoted "2.1M by 2030 / 3.8M hires" pairing mixes studies from 2021 and 2024. Construction estimates differ again.

Item2021 study2024 study
HorizonTo 20302024 to 2033
NeedNot reported3.8M net new employees
Unfilled2.1M jobs1.9M jobs (over half)
CostUp to $1T in 2030Not reported
MethodNot reported200+ manufacturers surveyed

Deloitte and Manufacturing Institute

SourceFigureNote
ABC 2026349,000 net newReplaced earlier 499,000
ABC 2027456,000 net newSpending growth resumes
ITIFAbout 439,000DC construction; single source
NCCER41% retire by 2031Aggregator; single source
BLS 2025481,000 unemployedCoexists with trade shortages

Construction and data center estimates

2.1Mjobs unfilled by 2030 (2021 study)
3.8Mnet new employees, 2024-2033 (2024 study)
1.9Mjobs that could go unfilled by 2033 (2024 study)
349,000ABC net new construction workers, 2026

Use each figure with its own study and year. The 2024 Deloitte study replaced the 2021 one; its 1.9M unfilled jobs is a "could go unfilled without changes" estimate, not a forecast.

C1.3DEMOGRAPHICS AND RETIREMENTS

A large share of the trades is nearing retirement.

Age data for the skilled trades is partial; several figures come from a single secondary source.

One in five electricians is over 55

ABC's chief economist says about one-fifth of electricians are over 55 (2026).

Retirement drives demand

ABC expects a majority of new worker demand in 2026 to come from retirements, not new activity.

About 20,000 electricians retire a year

Fortune figure. IBEW projects over 300,000 new electricians in a decade; nearly 30% of union electricians are 50 to 70.

BLS openings are mostly replacement

72,700 electrician openings a year (2025-35), mostly retirees and leavers, on 9% job growth.

41% of construction may retire by 2031

NCCER projection reported by an aggregator (single source); not checked against NCCER.

A third of DC technicians near retirement

Uptime figure via Introl (single source): about 33% of the technical workforce is at or near retirement age.

A workforce with few new entrants

BLS 2025: 12.1M employed in construction, 11.3% women. Median age of all US workers is 42.1.

The pipeline is slow

An apprentice who starts in 2026 is licensed around 2031 (Global Data Center Hub estimate).

ABC attributes a majority of 2026 worker demand to retirements, so the gap persists even when construction spending is flat.

C1.4ROLE MAP: CONSTRUCTION CRAFTS

Scarcity concentrates in the licensed crafts.

Crafts on a data center build. "Very high" means about 70% or more of AGC firms with openings report difficulty filling the role.

RoleWhat they doCredentialScarcity
ElectricianInstalls power distribution, switchgear, cabling, generators4-5 year apprenticeship plus state license (BLS)Very high: 81% of AGC firms
Pipefitter / plumberInstalls chilled water, piping, fire suppressionApprenticeship; license varies by stateVery high: about 75% (AGC, grouped category)
HVAC technicianInstalls and starts up cooling systemsEPA refrigerant certification (BLS)Very high: 77% (AGC)
Sheet metal workerFabricates and installs ductworkApprenticeshipHigh pressure at peak (Chmura)
IronworkerErects steel, places reinforcing bar3-4 year apprenticeship (BLS)High pressure at peak (Chmura)
Concrete workerPours slabs, foundations, tilt-upOn-the-job or apprenticeshipVery high: 76% (AGC)
Millwright / riggerSets chillers, generators, heavy equipmentApprenticeshipHigh pressure at peak (Chmura)
Operating engineerRuns cranes and earthmoving equipmentUnion apprenticeship or trainingNot rated in sources
Low-voltage installerInstalls fiber and structured cablingNot sourcedHigh pressure at peak (Chmura)
Laborer / helperGeneral site work and supportShort-term on-the-job training (BLS)High pressure for helpers (Chmura)
C1.5ROLE MAP: MANAGEMENT AND OPERATIONS

Management and operations roles are scarce too.

Design, supervision, commissioning and operating roles. "Not sourced" means the credential is typical practice, not cited.

RoleWhat they doCredentialScarcity
MEP engineerDesigns electrical, mechanical and plumbing systemsPE license; engineering degreeHigh: engineers 64% (AGC); 4.2 months to fill*
EstimatorPrices bids from drawingsNot sourcedVery high: 72% (AGC)
Project managerRuns budget, schedule and subcontractorsNot sourcedVery high: 74% (AGC)
SuperintendentRuns field operations and sequencingNot sourcedVery high: 75% (AGC)
Foreman / general foremanLeads crews of tradespeopleJourneyman licenseOne general foreman led 250+ electricians on a Loudoun job*
Quality / safety managerInspects work and runs the safety programOSHA 30; CSP (not sourced)High: QC 66% (AGC)
Commissioning agentTests systems in stages to prove the designCxA or CPMP (not sourced)High: 3.5 months to fill*
Controls / BMS technicianPrograms and tests building and power monitoringVendor training (not sourced)Not rated in sources
Critical facilities technicianRuns power and cooling around the clockVendor and site trainingHigh: junior staff scarcest, highest turnover (Uptime)
Maintenance electricianServices switchgear, UPS and generatorsJourneyman licenseVery high; about 30 per campus (IBEW Local 26)
C1.6WAGES BY OCCUPATION

California medians run 10% to 46% above national.

Median annual wage for eight occupations, BLS May 2025: national, California and the Los Angeles metro.

OccupationNationalCaliforniaLos Angeles metro
Electricians$63K$76K$74K
Pipefitters$64K$73K$71K
HVAC$61K$73K$74K
Ironworkers$63K$76K$78K
Op. engineers$60K$87K$93K
Laborers$47K$60K$59K
Ind. mechanics$65K$74K$72K
Mechatronics$74K$82K$92K

Median annual wage, May 2025 ($ thousands)

$30.38national electrician median per hour
$35.49LA metro electrician median per hour
1.46xCalifornia vs national, operating engineers
$73,900national median, mechatronics technicians

Medians are wage only and blend union and open-shop, residential and commercial, and part-year work. Mechatronics (SOC 17-3024) is the closest BLS code to a robot technician; about 15,500 are employed nationally (OEWS).

C1.7UNION SCALE VS MEDIAN WAGE

Union packages are about 2.5x to 2.9x the median wage.

Los Angeles County prevailing wage determinations (journeyman, straight time) against BLS medians. Not a like-for-like comparison.

Trade (LA County)BLS median/hrBasic scaleTotal packageBasic / medianTotal / median
Inside wireman (electrician)$35.49 (LA metro)$65.00$103.121.83x2.91x
Plumber / pipefitter$35.01 (California)$64.83$94.221.85x2.69x
Refrigeration HVACR$34.88 (California)$63.50$89.791.82x2.57x
Laborer, Group 1$28.98 (California)$49.20$78.651.70x2.71x
Operating engineer, Group 1$41.90 (California)$64.40$103.751.54x2.48x
$103.12inside wireman total package per hour (DIR, to 30 Jun 2026)
$75.66Local 11 swing-shift wage (day $64.50)
$84.75Local 11 graveyard-shift wage
$25.80Local 11 first-period apprentice (40%)

Ratios are illustrative divisions. The BLS median is wage only and covers all sectors. Prevailing wage applies to public works and some incentive-backed projects; private data center work is not automatically covered. The inside wireman determination expired 6/30/2026; a successor rate should apply but was not retrieved.

C1.8FROM WAGE TO FULLY LOADED COST

Burden takes a $64.50 wage to about $110 an hour.

Illustrative build-up for a union inside wireman on day shift, per hour. Each input is sourced; the sum is arithmetic.

  1. Base wage: $64.50

    IBEW Local 11 inside wireman, day shift: $64.50 per hour.

  2. Add fringes: +$37.26

    Pension $17.37, health $15.89, NEBF $1.94, training $0.86, LMCC $0.55, NECA fee $0.65.

  3. Package: 1.58x

    $64.50 + $37.26 = $101.76 per hour, 1.58x the base wage.

  4. Add payroll tax: +$5.05

    Employer FICA 7.65% = $4.93, plus California UI and ETT of about $0.12.

  5. Add workers comp: +$2.64-5.93

    Aggregator manual rate of 4.1% to 9.2% of wage; not a California rate.

  6. Loaded rate: 1.70-1.75x

    About $109.5 to $112.7 per hour, or 1.70x to 1.75x the base wage.

Open-shop comparison and add-ons (illustrative)

  • Open shop: $35.49 LA median x 1.45 (BLS ECEC, June 2026: $46.65 total / $32.17 wages) = $51.46. The union case is about 2.1x to 2.2x that (the bare package is about 2.0x).
  • ECEC averages all private employers and excludes per diem, tools, supervision and recruiting.
  • Per diem: GSA FY2027 standard rate $181 per day x 5 days = $905 per week = $22.63 per hour at 40 hours, $15.08 at 60 hours.
  • Overtime: a 60-hour week with 20 hours at 1.5x costs 1.17x base per hour worked; at 2x, 1.33x.
C1.9INDIRECT AND HIDDEN COSTS

Hidden costs sit in turnover, delay and safety.

Costs that do not appear in a wage sheet. Several are single-source; none replaces a project-specific estimate.

Turnover

AGC: 30% of data-center-active firms saw higher turnover. 25% of DC staff are hired away each year (Kelly 2026, via aggregator; single source). 40% of firms say rivals recruit their staff (single source). No sourced replacement cost per craft worker.

Idle time and delay

Delay is priced at project level, not worker level. 60 MW facility: about $14.2M per month of delay (single source). IRR falls from 17.1% to 15.5% after one month (same source). Commissioning agents take 3.5 months to hire (single source).

Overtime and travel

Peak schedules run long and draw travelers. 20 to 44 overtime hours a week at 1.5x to 2x (single source). Shift differentials: $2-$5 an hour (one aggregator); Local 11 pays +17% swing, +31% graveyard. Per diem of $15 to $23 per hour (illustrative).

Safety and insurance

Injury rates feed insurance cost and bid eligibility. 2024 recordable cases per 100 FTE: construction 2.2, electrical contractors 1.8, all private 2.3. Steel erection manual rate 14.2% to 28.6% of wage (aggregator).

25%DC staff hired away each year (Kelly 2026; single source)
$14.2MDelay cost per month, 60 MW facility (single source)
2.2 vs 2.3Recordable cases per 100 FTE: construction vs all private (2024)

Rework: no sourced cost benchmark. One Dusty-Skanska layout case study reports 75% less rework on a medical building (vendor case study, not a data center).

C1.10APPRENTICESHIP AND TRAINING PIPELINES

Apprentice supply is rising, but slowly.

Registered apprenticeship is the main route into the licensed trades. Counts are from a secondary reading of DOL data.

~714,000active registered US apprentices (Aug-Sep 2026)
46.5%national completion rate (secondary reading)
4-5 yrselectrician apprenticeship (BLS)
70%+rise in NECA commercial applications, 2022 to 2024

How the pipeline works

  • Electricians: about 2,000 paid on-the-job hours a year plus classroom (BLS)
  • Ironworkers: 3 to 4 years, at least 144 instruction hours a year (BLS)
  • Local 11 apprentices start at 40% of journeyman wage ($25.80) and reach 85% ($54.83) in year five
  • Employers fund training per hour worked: $0.86 (Local 11 wireman), $3.15 (LA pipefitter)
  • New apprentice starts dipped in 2026, per a secondary report

Capacity and funding

  • IBEW Local 26 (DC area) doubled to over 14,700 members since 2018
  • Google.org gave $15M to the electrical Training ALLIANCE (goal: 30,000 new apprentices)
  • Meta: $115M, five-week trades academy piloting in four cities (single source)
  • Siemens plans to train 200,000 electricians and manufacturing experts by 2030 (aggregator)
  • No current US cost-per-apprentice figure found; older studies are Canadian (2006) or small US samples (2016); treat as directional
C1.11REGIONAL LABOR SUPPLY AND TRAVEL LABOR

Local labor supply differs sharply by market.

Verified items only. Where no data was found, the table says so.

MarketVerified signalLabor note
Northern Virginia4,040 MW at end-2025, 0.5% vacancy (CBRE via aggregator)IBEW Local 26: 14,700+ members, about 97% of electrical work (single source)
TexasAt least 142 data centers under construction; Abilene about 6,000 workers in a city of about 100,000Rents rose sharply in Abilene. Texas data center electricians about $35/hr vs about $20 at small homebuilders (single source)
PhoenixNamed a hyperscale hotspot; wages up 15-25% year on year (JLL via Datacentres.com)No verified labor-supply or union-scale data found
ColumbusIBEW Local 683; Meta trades academy pilot cityAbout 3,200 projected data center jobs (single source)
Atlanta2,882 MW under construction in H1 2026 (CBRE via aggregator)Douglasville posting: $50-55/hr plus $130/day per diem (single source); Georgia union density 3.8%
Los Angeles20,610 electricians in the metro; median $35.49/hr (OEWS May 2025)Union inside wireman package $103.12/hr; no current data center pipeline data found

Travel labor: Microsoft says it recruits electricians from up to 75 miles away. GSA FY2027 standard per diem is $181 per day; city-specific rates were not retrieved.

C1.12CONSTRUCTION JOBS PER CAMPUS

Named campuses report about 1,000 to 8,000 workers.

Peak or on-site construction headcounts. Definitions differ: expected, projected, on site daily.

01

Abilene, TX: about 6,000 on site

Stargate campus, Jan 2026. The Oracle and OpenAI fact sheet cited 6,400+ daily (Sep 2025); about 8,000 projected.

02

Hyperion, LA: 5,000 jobs expected

Meta campus of 2,600 MW per IBEW (another source says 2 GW). IBEW Local 446 has about 500 members and says it needs 1,000 to 2,000 electricians.

03

Fayetteville, GA: about 8,000 at peak

QTS campus, per the county administrator, as reported by an aggregator (single source).

04

Frederick, MD: about 1,000 IBEW on site

Quantum Frederick. Peak could be two to three times higher; Local 24 has 2,400 members.

05

Red Oak: 4,000 to 5,000 at peak

DataBank campus by early 2026, against about 750 at major facilities a decade earlier (single source).

06

Virginia: 1,500 at peak per building

JLARC (2024) says construction typically takes 12 to 18 months per data center.

07

Large projects: 1,500 to 3,000

Up to 4,000 on the largest projects (BRG, no source cited).

08

Locals face 2x to 4x their size

IBEW says some locals face single projects needing two to four times their current membership.

C1.13CONSTRUCTION JOBS PER MW

Peak workers per MW range from 0.7 to 11.7.

Published figures conflict. The metric depends on what is counted: the shell, the full campus or on-site power.

Peak construction workers per MW

Study low0.7
Study high2.0
Hyperion1.9
Abilene5.0
Chmura example11.7

Why the figures differ

  • The 0.7 to 2.0 range comes from an unnamed workforce study cited by Chmura.
  • Chmura's own 64 MW example (750 at peak) implies 11.7, about six times its range.
  • Abilene: about 6,000 on about 1.2 GW is about 5. Hyperion: 5,000 expected on 2,000 to 2,600 MW (sources differ) is about 1.9 to 2.5; the bar uses 2,600 MW.
  • Headcounts mix expected, on-site and peak figures. No single rule holds.

Illustrative divisions: Abilene 6,000 / 1,200 MW; Hyperion 5,000 / 2,600 MW (2,000 MW in another source); Chmura 750 / 64 MW. Chmura also models 1.1M direct hours over 20 months, about 17,200 hours per MW.

C1.14PERMANENT OPERATIONS JOBS

Operations need far fewer people than the build.

Construction is a 12 to 36 month surge; operations is small, steady and specialized.

Construction (peak)

  • Scale: about 1,500 at peak for a typical Virginia building (JLARC)
  • Duration: 12 to 18 months per building (JLARC); 18 to 36 months (Chmura)
  • Range: 1,500 to 3,000 on large projects, up to 4,000 on the largest
  • Abilene: about 6,000 on site
  • State ratios: Georgia 28,350 construction jobs; Ohio about 22,300
  • Skills: electrical work is 45% to 70% of data center construction cost (IBEW); labor share not given

Operations (permanent)

  • Scale: about 50 full-time workers in a 250,000 sq ft facility, about half contractors (JLARC)
  • Duration: 24/7 rotations for the life of the site
  • Range: 50 to 300 per facility (DOE and GAO via Chmura)
  • Abilene: about 300 permanent (Jan 2026) or nearly 1,700 (fact sheet)
  • State ratios: Georgia 5,471 permanent; Ohio about 4,500 (about 5 to 1)
  • Skills: about 30 maintenance electricians per campus (IBEW Local 26)

The Abilene gap reflects scope: the fact sheet likely counts a broader set of jobs. A US Chamber model counts 157 ongoing local jobs per facility including contractors and suppliers (single source).

C1.15LABOR COMPETITION

Data centers draw trades from other projects.

Effects reported by AGC member firms that did data center work in the past 12 months.

Share reporting each effect

Competition58%
Wage pressure49%
Harder to fill36%
Higher turnover30%

Who else hires the trades

  • ABC names data centers and semiconductor fabs as facing the most severe shortages.
  • Energy projects draw on the same pool, such as the $3.2B of gas plants at Hyperion.
  • DC contractors carry 11.4 months of backlog vs 7.5 for others (ABC, single source).
  • 55% of AGC firms raised craft base pay by more than the year before.
  • 40% of companies say rivals actively recruit their staff (single source).

AGC: "Data center construction is emerging as an important new source of competition for construction workers." Unemployed construction workers (about 481,000 in 2025) coexist with these shortages.

C1.16TAKEAWAYS

What to carry forward from the workforce section.

01

The model is human-led.

Robots take defined tasks; people keep authority, exceptions and safety.

02

The shortage is structural.

ABC sizes it at 349,000 workers in 2026 and 456,000 in 2027, mostly from retirements.

03

Cite studies by year.

The 2021 and 2024 Deloitte studies give 2.1M (to 2030) and 1.9M (to 2033) unfilled jobs.

04

Scarcity sits in licensed crafts and supervisors:

electricians 81%, HVAC 77%, pipefitters about 75%, superintendents 75%.

05

Medians understate union cost.

The LA inside wireman package is $103.12 an hour against a $35.49 metro median.

06

Quote labor as a range with its basis:

median x 1.45 at one end, package plus taxes and comp near $110 at the other.

07

Headcount rules conflict: 0.7 to 11.7 peak workers per MW.

Use named campuses and ranges; operations employ 50 to 300.

08

Supply grows slowly.

Apprenticeships take 4 to 5 years, and data centers compete with fabs and energy projects.

C2.1HIRING AND RETENTION

Hiring starts with channels, credentials and screens.

General practice for skilled-trade hiring on large sites; screening rules vary by state and contract.

Sourcing channels

Four channels recur in the evidence. Union referral halls dispatch from out-of-work books. Apprenticeship pipelines feed new journeymen. Employers recruit travelers (Microsoft: up to 75 miles). Vendor-trained crews (Canvas Certified Finisher).

Credential checks

Verify the license before the first shift. Most states license electricians (BLS). EPA refrigerant certification for nearly all HVAC techs (BLS). OSHA 10/30 cards are typical (not sourced).

Background and drug screens

Common on owner-controlled sites, set by contract and state law. No sourced prevalence data in this primer. Referral halls limit employer control of crew picks.

Time to fill

Scarce roles take months (single source, Birm Group). MEP engineers: 4.2 months. Commissioning agents: 3.5 months. Critical facilities technicians: 3 months. 85% of data center applicants fail minimums.

+70%NECA commercial apprenticeship applications, 2022-24
85%Data center applicants failing minimums (single source)
75 miMicrosoft electrician recruiting radius

Referral halls dispatch by book order; the policy reviewed shows no by-name hire path, so employer control of crew selection is limited.

C2.2LABOR MARKET AND RETENTION

Data centers add pressure on pay and turnover.

Share of contractors reporting each effect, among firms that saw effects from data center work.

AGC 2026 survey: effects of data center work, % of firms

Competition58%
Wage pressure49%
Harder to fill36%
Turnover30%

Retention levers in use

  • 55% of firms raised craft base pay more than the year before
  • 25% added or expanded onsite craft training
  • 35% raised training and development spend
  • Uptime: junior facilities staff have the highest turnover
87%Firms with hourly craft openings
81%Report electricians hard to fill
75%Report superintendents hard to fill

No sourced replacement cost per craft worker was found. Uptime reports about a quarter of operators name retention as the top challenge.

C2.3MULTI-LOCATION WORKFORCE

Central pool, local hire or regional hub.

Three staffing models for sites in several markets. Practices to compare, not a ranking.

$181GSA FY2027 standard per diem, per day
75 miMicrosoft electrician recruiting radius
~6,000Abilene workers in a city of about 100,000
ModelCostSkillsSpeedRiskFit
Central mobility poolAdds per diem and lodgingSecures scarce licensed tradesDispatch from one schedulerTraveler fatigue, housing strainElectricians, controls, commissioning
Local hiringLowest travel costLimited by local supplySlow where talent is scarcePoaching in hot marketsLaborers, helpers, general trades
Regional hubShorter travel than a national poolShared bench near sitesFaster than hiring per siteHub demand can spikeClusters of sites in a market

Model comparison is general practice; the sources do not rank the models. Abilene rents rose sharply as workers arrived.

C2.4COMPLIANCE BY STATE

Compliance is a state-by-state matrix.

Items to track for a traveling crew. Confirm each with counsel before staffing a new state.

ItemWhat variesAnchor fact
Prevailing wageApplies on public works and some incentive-funded private jobs; check each agreementLA County inside wireman total package $103.12 an hour; that rate expired June 30, 2026
Trade licensingState or local issue licenses; reciprocity varies by boardMost states license electricians (BLS)
Unemployment taxRate and wage base set by each state; assessed where work is localizedCalifornia 2026 new-employer rate 3.4% on first $7,000 of wages
Workers compensationState rates and class codes; some states use a state fundCalifornia approved a $1.65 per $100 payroll advisory rate, up 10.4%
Overtime rulesDaily and weekly thresholds differ; double time is often contractualCalifornia scale: 1.5x daily and Saturday, 2x over 12 hours and Sundays
Local-hire rulesSome jurisdictions require local hire or apprentice ratiosNeeds a counsel-reviewed matrix per site
$103.12LA inside wireman total package per hour
3.4%California 2026 new-employer unemployment rate
$1.65California advisory workers comp rate per $100
C2.5RATES, LOCAL SUPPLY, TRAVEL LABOR

Electrician cost per hour depends on the basis.

Illustrative, Los Angeles: the same trade priced five ways. Medians are wages; union figures are packages.

Electrician cost per hour, USD (illustrative)

US median wage$30.38
LA median wage$35.49
LA x 1.45 burden$51.46
Local 11 CE2 cost$50.12
DIR prevailing$103.12
Union pkg + tax$109.50

Supply and travel

  • LA metro has 20,610 electricians (OEWS May 2025)
  • GSA FY2027 per diem of $181 a day adds about $15 to $23 an hour
  • Referral-hall travelers may need a letter from their home local
  • Union package + tax bar shows the low end of $109.5 to $112.7
  • Union package vs open-shop burdened rate: about 2.1x to 2.2x (bare package about 2.0x)
  • Not like-for-like: medians blend union, open-shop and part-year work

Bars: BLS median; x 1.45 is the ECEC construction wage-to-compensation ratio; CE2 is Local 11 Construction Electrician 2; DIR rate ran to June 30, 2026; a successor rate should apply but was not retrieved.

C2.6AUTOMATE VS MANAGE

Administration automates; leadership stays human.

General assessment, not a measured split. No sourced productivity gain for workforce software was found.

FunctionWhat software does
SchedulingOptimizes crews and dispatch
TimekeepingGeofenced clock-in
Credential trackingFlags license and card expiry
PayrollMulti-state tax and per diem
OnboardingDigital forms and checks
Safety analyticsTrend and near-miss analysis
RecruitingOutreach and first screening

Software handles

FunctionWhy it stays human
LeadershipCrew chemistry, discipline, retention
SupervisionForeman and superintendent judgment
Quality sign-offAccountable person signs the work
Safety cultureStop-work authority on site
Union relationsHiring-hall and contract talks
ExceptionsWeather, trade stacking, rework
Owner relationsGC and owner trust

People lead

AGC 2026: scheduling is a top AI use area, 51% of firms expect a positive AI and robotics impact, and technology is unlikely to eliminate the need for people.

C2.7NEW ROLES

Robots create six roles, few with pay data.

BLS has no separate robot technician occupation; pay shown is the closest proxy where one exists.

RoleWhat they doSkills and credentialsPay evidence
Robot operatorRuns a layout, drilling or finishing robot; loads the BIM job; checks qualityTablet and BIM literacy; vendor training such as Canvas Certified FinisherNo wage series; likely trade wage (inference)
Fleet supervisorOversees many robots; triages exceptionsDashboards, procedures, escalationNot found
Field robotics technicianInstalls, calibrates, repairs, replaces partsAssociate degree or certificate; vendor certificatesBLS mechatronics technicians: $73,900 median (May 2025)
TeleoperatorTakes control remotely for edge casesLatency-tolerant control; site awarenessNot found
Integration engineerBuilds cells and interfaces; commissionsControls, PLC, safety; A3 integrator ecosystemBLS proxies: electrical $120,630; mechanical $104,110
Robotics safety leadRisk assessment, zoning, lockoutISO 12100 and ISO 10218 literacyNot found

Amazon says its Shreveport site needs 30% more reliability, maintenance and engineering staff (company claim). Role definitions are a synthesis of the sources.

C2.8TRAINING AND CERTIFICATION

Four pipelines feed the robot workforce.

Existing trades pipelines supply the base; vendor and industry programs add robot skills.

Registered apprenticeship

The base for licensed trades. Electricians: 4 to 5 years, about 2,000 on-the-job hours a year. About 714,000 active US apprentices; completion 46.5% (secondary).

Degree or certificate

Entry route for field technicians. BLS: associate degree or certificate is typical. Technician training can take about 1.5 years or less (UTI).

Vendor programs

Product-specific skills. Canvas Certified Finisher for partner crews. Boston Dynamics University for Spot. Universal Robots Academy: free e-learning.

Industry and union partners

Shared curriculum and audits. IUOE and Built Robotics, announced March 2020, near Houston. A3 Certified Robot Integrator since 2012; valid two years.

714,000Active US registered apprentices (secondary)
46.5%National completion rate (secondary)
$73,900BLS mechatronics technician median, May 2025

Not verified: FANUC and ABB certification details, A3 safety credential, certification costs and counts. A 2026 apprentice is licensed around 2031 (one estimate).

C2.9COLLABORATION MODES

Most site robots are directed, not shared-task.

Operating-model taxonomy by who holds authority. A synthesis for this primer, not a standard.

ModeHuman roleRobot roleExample
CagedOutside the cellFull-speed repetitive workClassic factory cells
CoexistenceShares the buildingZoned or timed separationAmazon drive units
CooperationSame area, sequential tasksDoes the step before or afterDigit tote moves (Toyota, GXO)
Shared taskHands-on with robotResponds to human motionLocus pick-and-carry (vendor claim)
Operator-directedDirects from tablet; touch-upDoes bulk repetitive workCanvas; Hilti Jaibot
Supervised autonomySets job, resolves exceptionsRuns the missionSpot rounds; Dusty layout
TeleoperationTakes control remotelyExecutes motionDelivery robots; humanoids (IFR)
Fleet supervisionOne human, many robotsFleet self-coordinatesAmazon DeepFleet; Locus (vendor claim)

In construction, most deployed systems are operator-directed (Canvas, Jaibot, TyBot) or supervised autonomy (Dusty, Spot), not shared-task collaboration.

C2.10SUPERVISION RATIOS

No verified site ratio exists; plan per task.

Vendors state intent, not ratios. The evidence is thin and its limits matter.

<300 msCoco control-handoff target (company)
>99%Starship autonomous time (company claim)
<5%Serve teleoperated miles target
12 robotsBerkeley lab study, 3 on hardware

What is published

Canvas and Webcor considered one operator on several robots (aspiration). Locus runs 10 to 1,000+ robots a site; no worker ratio stated. Berkeley study: assisted robot choice beat manual choice. Delivery fleets aim for one operator on several robots.

What limits a ratio

Autonomy reliability: rare, short interventions. Handoff speed to remote control. Operator attention is finite. Setup and maintenance carry most accidents (OSHA). Daily site change reduces autonomy.

Planning stance (inference)

One layout operator per printer. One operator per drilling or finishing robot. Fleet supervisors for inspection and logistics robots. Earn 1:N from measured intervention rates.

C2.11PRODUCTIVITY PER WORKER

Measured effects are task-level and vendor-sourced.

No independent study measures a one-worker-plus-robot multiplier on live construction sites.

Locus customer uplift (vendor claim, no baselines)

Carhartt200%
Fleet Feet111%
Ulta Beauty25%
S&S Activewear25%

Construction claims

  • Dusty: one person lays out 10,000 to 15,000 sq ft a day; "10x" has no stated baseline (vendor)
  • TyBot: vendor claim 1,200+ ties an hour; measured active rates 1,036 to 1,275 in case studies
  • Canvas: finishing in about 2 days vs 5 to 7; labor down about 40% (vendor)
  • Hilti Jaibot: no speed claim published
  • Amazon: Shreveport expected to cut processing time up to 25% (company claim)

Carhartt: +200% (about 200 units an hour). Other cases are units per hour or throughput. Treat every bar as a vendor claim.

C2.12SITE POD MODEL

A site pod pairs a foreman with a robot crew.

Design hypothesis built from role evidence; no company publishes this exact structure.

PLANS

Site robotics lead

Sets robot scope per project and owns the pod, with construction, BIM and robotics knowledge.

LEADS

Foreman

Leads the human crew and decides what the robot does; freed from layout to focus on craft (DPR).

RUN

Robot operators

One or two per robot type; direct from a tablet and check quality.

FIX

Field technician

Installs, calibrates and repairs the robots in the zone.

GUARD

Safety officer

Covers zoning, lockout and stop-work for the pod area.

SUPPORT

Remote engineer

Integration engineer who supports several pods from off site.

Observed models

  • Subcontractor-operated: Daley's and Nevell run leased Canvas robots with their own trained staff
  • Vendor service: Agility handles hardware, upkeep and software for Toyota Canada and GXO
  • Co-development: Canvas runs six innovation partners
C2.13SAFETY AND HUMAN FACTORS

Safety rests on standards, zones and trust.

OSHA has no robot-specific standard; consensus standards set the benchmark. Humanoid standards are unfinished.

StandardsHazardsHuman factorsOpen issues
ISO 10218-1 and -2 revised in 2025NIOSH: 41 US robot deaths, 1992 to 2017Trust miscalibration is a safety riskFigure safety suit: allegation, not adjudicated
ANSI/A3 R15.06-2025 is the US adoptionMost accidents occur in non-routine workFast handoff to remote control mattersDigit dropped a load at a March 2025 show
R15.08 covers mobile robotsStruck-by, crushing, electricalOperator attention limits fleet sizeNo injury-rate data for robot sites
ISO 25785-1 (legged) at committee draft; comments closed July 8, 2026Stress from distrust and job worryCutting power makes a humanoid fallAmazon injury data are disputed
Final ISO 25785-1 not expected before late 2027 (analyst inference)Recovery motions can add new hazards (IEEE)People must be able to read a robot's intentTesla Fremont worker suit seeks $51M (allegation)

Humanoids on unstructured sites usually run under the maker's risk assessment with exclusion zones. R15.08 assumes trained people in structured settings.

C2.14LABOR RELATIONS

Unions want a say in how robots arrive.

Verified positions and agreements, with what the sources do not show.

PartyPosition or agreementCaveat
ILA and USMXSix-year master contract ratified Feb 25, 2025 (about 99%); term Oct 2024 to Sept 30, 2030; "full protections against automation"Clause text is not public in the sources found
IUOEBuilt Robotics training partnership announced March 19, 2020; 400,000+ membersTraining, not a bargaining term
LiUNACIO Matt Richard, May 2026: workers will not be replaced by robots; open to tools such as PPE-monitoring dronesNo negotiated robotics clauses reported
UAWPresident Fain, June 2026: humanoids a "profound threat"; Detroit Three contracts expire April 30, 2028Hyundai Georgia plants are nonunion
Hyundai Motor UnionStruck July 13 to 15, 2026 at Ulsan; demanded involvement before Atlas deploymentAccounts of the tentative deal conflict
AFL-CIODoes not oppose AI; poll memo (May 2026): 9 in 10 workers want protectionsSurvey, not an agreement

Not found: 2026 positions of the Carpenters, IBEW and Teamsters, and any signed US construction robotics agreement.

C2.15DISPLACEMENT VS CREATION

Evidence on job effects points both ways.

Studies measure different things: past US manufacturing effects, global forecasts and technical potential.

+78MWEF net jobs by 2030: 170M created, 92M displaced
22%Jobs structurally changed (WEF): 58% of employers expect robotics to transform them
57%US work hours automatable (McKinsey): technical potential, not a job-loss forecast
0.18-0.34 ptEmployment-population drop per robot per 1,000 workers: Acemoglu and Restrepo, 1990-2007

Creation signals

Amazon: Shreveport needs 30% more technical staff (company). BLS projects 3% growth for mechatronics technicians.

Displacement signals

Wages fell about 0.25 to 0.5% per robot per 1,000 workers. Reported Amazon plan to avoid 600,000+ hires by 2033; Amazon disputes it.

Limits of evidence

Construction evidence is mostly labor-shortage data. 89% of firms cannot hire skilled labor (AGC, cited 2022).

C2.16CASE STUDIES

Five sites show what is proven and what is not.

Verified facts only. Company figures are labeled.

SiteVerified factsWorkforce signalCaveat
AmazonOne millionth robot announced July 2025; 300+ facilities; robots assist about 75% of orders700,000+ upskilled since 2019 (company)Reported leaked plan to avoid hires; Amazon disputes
Toyota Canada, WoodstockRaaS signed Feb 19, 2026; seven Digits from April after a pilot with threeTargets ergonomically hard tote workContract value and pilot results not published
GXO, GeorgiaDigit passed 100,000 totes (Nov 2025) under a 2024 RaaS dealMoves totes between robots and conveyorsUptime and robot count not stated
Hyundai MetaplantAtlas training center opened Sept 2026; parts sequencing planned from 2028Direct workers 1,623 in 2026 vs about 1,200 in 2025A plan, not a deployment
BMW SpartanburgFigure 02: about 11 months, 1,250+ hours, 90,000+ partsBMW frames it as ergonomic relief; no layoffs reportedTwo robots, one task; targets, not results
1M+Amazon robots (announced July 2025)
7Toyota Canada Digits, RaaS (Feb 2026)
100,000+Totes moved by Digit at GXO
1,250+Figure 02 hours at BMW

Most humanoid unit and hour counts come from vendors or their press releases; treat them as reported, not audited.

C2.17SCENARIOS 2026-2030 (ILLUSTRATIVE)

Illustrative workforce scenarios, 2026 to 2030.

Scenario sketch for planning, not a forecast. Each step is anchored to a dated source.

Pilots and early RaaS

Hire technicians one at a time. Anchors: Toyota Canada seven Digits; BMW pilot done.

Rules take shape

Safety lead becomes a named role. Anchors: EU Machinery Regulation from Jan 20, 2027; ISO 25785-1 timing.

Large OEM plans start

Joint transition planning with unions. Anchors: Atlas sequencing; UAW contracts expire April 30.

Scale test

Review job effects with site data. Anchors: Hyundai assembly plan by 2030; ILA term ends Sept 30, 2030.

Illustrative only. Goldman Sachs (2024) base case was over 250,000 humanoid units in 2030, almost all industrial; IFR says the industrial business case is weak.

C2.18OPERATING PRINCIPLES

Human in the lead: eight operating principles.

Practices the sources support, each tied to a documented example.

01

Humans hold authority

A person sets the mission, owns stop-work and signs off quality.

02

Remove the worst tasks first

Overhead drilling (Hilti), sanding (Canvas) and tote unloading (Toyota).

03

Train the existing crew

Canvas Certified Finisher, the IUOE and Built curriculum, Amazon upskilling.

04

Consult before deployment

Hyundai's union asks for a say; Toyota cites "Respect for People".

05

Pilot, then scale

Toyota Canada ran a year-long pilot with three Digits before ordering seven.

06

Earn ratios from data

Raise robots per supervisor only as measured interventions fall.

07

Guard setup and maintenance

OSHA notes many robot accidents occur in non-routine work.

08

Be open about job effects

Amazon's reported avoidance of "automation" shows the cost of opacity.

C2.19TAKEAWAYS

Ten things to remember about the hybrid workforce.

The conclusions from Part C on people and robots.

01

Skilled trades stay scarce: 87% of AGC firms have craft openings, and electricians are hardest to fill at 81%.

02

Data center work raises pay pressure: 49% of affected firms saw wage pressure and 30% higher turnover.

03

Labor cost depends on basis: LA electrician cost spans about $51 to over $100 an hour, illustratively.

04

Staffing is a mix: a mobility pool for scarce licenses, local hire for general trades.

05

Administration automates well; supervision, safety culture and quality sign-off stay with people.

06

Robots create roles such as operator, technician and safety lead, but pay data are thin.

07

Training builds on apprenticeship and adds vendor and A3 programs; certification data are incomplete.

08

Most site robots are operator-directed; no verified supervision ratio exists, so plan per task.

09

Productivity claims are task-level and mostly from vendors; independent per-worker multipliers are missing.

10

Unions want a say: the ILA contract and Hyundai dispute show consultation and protections are live issues.

M.1HUMANOID FIELD 2026

Nine humanoid programs, few with public prices.

Verified specs and prices only; "Not disclosed" means the maker has not published it (as of Oct 2026).

RobotMakerVerified size and weightPriceStatus, Oct 2026
Unitree G1Unitree (Hangzhou)52 in, 77 lb, 23 DoF (EDU 23-43)$13,500; EDU on quoteCommercial; research and education
Unitree R1Unitree48 in, 60-64 lb, 20-26 DoF$4,900 (AIR); $5,900Commercial
Unitree H2Unitree5 ft 11 in, 154 lb, ~31 DoFNot confirmedThird-party listing says prototype
1X NEO1X (Palo Alto)5 ft 6 in, 66 lb$20,000 or $499/monthPreorders; deliveries not verified
UBTech Walker S2UBTech (Shenzhen)33 lb payload; 3-min battery swapNot disclosedEarly commercial; orders 800M+ yuan
AgiBot A2, X2, G2AgiBot (Shanghai)A2: 5 ft 9 in, 121 lbNot verifiedEarly commercial; 20,000 built
Neura 4NE1Neura (Metzingen)Not verifiedNot disclosedPre-commercial
XPeng / Dogotix IRONDogotix (China)5 ft 8 in, 154 lbNot disclosedPre-production; 2027 deliveries (company)
Sanctuary PhoenixSanctuary AINot verifiedNot disclosedCurrent status not confirmed
M.1bHUMANOID FIELD 2026

Counts of 2025 humanoid shipments differ by 2.7x.

Three analysts, three definitions: full-size only, any humanoid, shipped versus produced.

Humanoids sold or shipped worldwide, 2025

IFR7,000
Omdia13,000
UBS18,600

Who shipped them

  • IFR: about 7,000 full-size units (above 140 cm).
  • Omdia: AgiBot about 5,100 (39%), Unitree about 4,160 (32%), Agility Robotics about 130 (single source).
  • UBS: Unitree and AgiBot each near 5,000.
  • Unitree listing documents: 5,215 humanoids and 23,037 quadrupeds.
  • Much Chinese volume goes to research, education, entertainment and hospitality, not factories.
M.2COMMERCIAL

Unitree G1

G1 is a low-price humanoid sold to research labs. A compact research and education humanoid, priced far below Western peers.

Unitree G1 humanoid at an expo. Where: Expo (Commons: 'UAV expo 2024', 18 Nov 2024). The photo is a low-quality video-style frame from an exhibition.
Unitree G1 humanoid at an expo. Where: Expo (Commons: 'UAV expo 2024', 18 Nov 2024). The photo is a low-quality video-style frame from an exhibition.Photo: Sayanesy, Wikimedia Commons, CC0. Maker: unitree.com

What you are seeing

  • A silver G1 with a glowing blue face display stands on patterned carpet among visitors; a small wheeled Unitree robot is behind it.
  • G1 (Unitree site, 2026): 52 x 18 x 8 in standing, about 77 lb, 23 DoF, about 2 h battery; base price US $13,500.
  • Unitree is scaled in quadrupeds and low-cost humanoids; no data center use has been verified.
$13,500List price, G1
77 lbWeight with battery
~2 hRuntime
23DoF, base model

Specifications

SpecificationDetail
MakerUnitree Robotics, Hangzhou (STAR Market: 688836)
Standing size52 x 18 x 8 in (1,320 x 450 x 200 mm)
Weight77 lb (35 kg) with battery
Degrees of freedom23 (EDU version 23-43)
Arm load~2 kg (EDU ~3 kg)
Battery9,000 mAh quick-release, ~2 h
SensorsDepth camera, 3D LiDAR, 4-mic array
Compute8-core CPU; EDU optional Orin-class
Price$13,500 ex tax and shipping

What it does

  • Sold to labs, universities and developers who write their own motion and AI software.
  • Light payload: about 4 lb at the hand, so it is a research platform, not a worker.
  • Less than 10% of Unitree 2025 revenue came from industrial uses (WSJ).
  • No public data center deployment found (as of Oct 2026).
M.3UNITREE BUSINESS

Unitree ships more robot dogs than humanoids.

Shanghai listing in Aug 2026 gave a rare look at the numbers behind the humanoid boom.

23,037Quadrupeds shipped, 2025. Listing documents, via humanoid.guide
5,215Humanoids shipped, 2025. Another outlet says over 5,500; Omdia says ~4,160
1.70B yuan2025 revenue (~$252M, reported conversion). Up from 392.77M yuan in 2024; humanoids ~52% of it
-53%Share price vs day-one high. By 9 Sep 2026; ~$30B value, ~120-125x revenue

The IPO

Priced 150.80 yuan; trading began 19 Aug 2026. Raised ~6.1B yuan (~$900M), about 10% of capital.

The range

Go2: $1,600 (AIR) to $4,500 (X); EDU on quote. B2: 132 lb, IP67, 4-6 h swappable battery; quote only.

The risks

Q1 2026 revenue +68.5% but net profit fell by close to half. US policy risk: FCC actions on Chinese robots were reported in 2026.

M.4PREORDERS

1X NEO

NEO is a home robot with a human backup. A soft-bodied consumer humanoid; relevant to jobsites only as a price signal.

The 1X NEO home humanoid in a studio portrait. Where: Studio (not a real home).
The 1X NEO home humanoid in a studio portrait. Where: Studio (not a real home).Photo: 1X Technologies, company website (all rights reserved, reference only). Maker: 1x.tech

What you are seeing

  • A NEO in a knit suit with a beige head stands back to back with a young man against a blue backdrop.
  • NEO (company site, 2026): 5 ft 6 in, 66 lb, lifts 154 lb, carries 55 lb, 4 h on an 842 Wh battery.
  • Early Access at $20,000 or $499 a month; unknown chores may be handled by remote "1X Expert" piloting (company claims).
  • Delivery status and units shipped as of Oct 2026 were not verified; NEO is a consumer product.
$20,000Early access price
$499Per month
66 lbWeight
4 hClaimed runtime

Specifications

SpecificationDetail
Maker1X Technologies, Palo Alto
Height5 ft 6 in
Weight66 lb (29.9 kg)
Lift / carry154 lb lift; 55 lb carry
Battery842 Wh, about 4 h
Hands22 DoF
Noise22 dB
Price$20,000 early access or $499/month
MarketsUS first; others from 2027 (company)

What it does

  • Autonomous by default for tidying, laundry and dishes.
  • For unfamiliar chores a remote "1X Expert" pilots it through VR or an app.
  • A $200 deposit is shown on the order page; delivery status and units shipped are not verified.
  • One press headline quotes $30,000 for preorders; the company page shows $20,000.
M.5EARLY COMMERCIAL

UBTech Walker S2

Walker S2 swaps its own battery. A factory humanoid from a Hong Kong-listed maker; orders are large, deliveries less clear.

800M+ yuanWalker orders since 2025 (~$112M reported)
250M yuanLargest single order, Sep 2025
5002025 delivery target
10,0002027 capacity (vendor claim)

Specifications

SpecificationDetail
MakerUBTech Robotics, Shenzhen
Payload33 lb (15 kg) (vendor claim)
BatterySelf-swap in ~3 min (vendor claim)
Waist rotation+/-162 degrees
Workspace0-71 in (0-1.8 m) height
VisionRGB stereo
PriceNot published
Capacity target5,000 units 2026; 10,000 in 2027
Deliveries 2026Not verified

What it does

  • Moves, sorts and inspects parts on car lines; most work is pilot stage.
  • Oct 2026: UBTech and FAW-Volkswagen expand into factory logistics after Walker S Lite inspection trials at Qingdao.
  • Named partners include BYD, Geely, Foxconn and SF Express; not all are Walker S2 buyers.
  • An Airbus robot deal was reported in Jan 2026 (headline only).

Capacity targets are not deliveries. Part of the order book is a 159M yuan data-collection center contract in Zigong.

M.6

AgiBot

AgiBot leads on units, mostly outside factories. Shanghai maker with the widest product range of the Chinese humanoid firms.

15,000Robots built by 28 Jun 2026
20,000Cumulative units, Sep 2026
~8,600H1 2026 units, IDC via AgiBot
100X2 humanoids in 100 retail stores

What is verified

ItemDetail
RangeA3, A2 Ultra/Lite/W, X1, X2, G1, G2, D1, C5, OmniHand
A25 ft 9 in, 121 lb; walked 62 miles (100 km), Guinness record, Nov 2025
SoftwareGO-1 foundation model (Mar 2025); G2 industrial robot (Oct 2025)
Retail100 X2 units placed in 100 stores with ASD (29 Sep 2026, headline)
FactoryPilot of a semi-humanoid at Longcheer Technology, Nanchang

What to treat with care

  • IDC-attributed H1 2026 data (25,000 global units, +432%) was supplied by AgiBot: single source.
  • The 15,000 count includes wheeled semi-humanoids, not only biped robots.
  • 2025 volume: Omdia says ~5,100, TrendForce says 1,000; sources differ.
  • Prices and per-model specs are not verified. A Hong Kong IPO was reported as planned, unconfirmed.
  • No data center or construction deployment found.
M.7

Other humanoid programs

Four more programs: big funding, little product. None has a verified paid deployment on a jobsite (as of Oct 2026).

$900M+Dogotix round, Aug 2026
$735MAi2 Robotics, Jul 2026
Up to $1.4BNeura Series C, announced Jun 2026
1,100+Neura employees (2025)

Neura Robotics, Germany

Based in Metzingen, with 1,100+ staff (2025). 4NE1 humanoid has no public price or delivery date. EUR 120M Series B (Jan 2025); Series C of up to $1.4B announced Jun 2026. Partners: Kawasaki, NVIDIA, Schaeffler (mid-four-digit humanoids by 2035).

XPeng / Dogotix IRON

5 ft 8 in, 154 lb. XPeng's humanoid unit raised over $900M in Aug 2026 at about $6.3B post-money. Company plan: 1,000 units a month by end 2026. Deliveries from 2027; losses reported in 2024 and 2025.

Sanctuary AI, Canada

Phoenix humanoid maker. Current company status, funding and deliveries could not be verified. No paid scale deployment found. Treat as unverified until status is confirmed.

Ai2 Robotics, China

Shenzhen maker of wheeled humanoids. Raised $735M in Jul 2026; valuation reported as $3B or $2.8B. Plan to scale from 1,000 to 10,000 units a year (vendor claim). Price and customers not retrieved.

Announced funding is not delivered product: no price or delivery date is public for Neura 4NE1 or Dogotix IRON.

M.8COMMERCIAL

Boston Dynamics Stretch

Stretch unloads trucks, one box at a time. A wheeled mobile manipulator for loading docks, in commercial use at DHL since 2023.

Stretch moving cartons at a dock door. Where: Warehouse loading dock (not stated).
Stretch moving cartons at a dock door. Where: Warehouse loading dock (not stated).Photo: Boston Dynamics, company website (all rights reserved, reference only). Maker: bostondynamics.com
Stretch SA40 inside a trailer. Where: Arvato inbound logistics facility (per case-study image).
Stretch SA40 inside a trailer. Where: Arvato inbound logistics facility (per case-study image).Photo: Boston Dynamics, company website (all rights reserved, reference only). Maker: bostondynamics.com

What you are seeing

  • Stretch lifts three cartons at once with a vacuum gripper from a stacked trailer wall onto a conveyor at a loading dock.
  • Boston Dynamics: hundreds of cases an hour, up to 50 lb per case; price is by quote.
  • DHL signed an MOU on May 13, 2025 for 1,000+ more units; an MOU is not a firm order.
  • Customers shown on the page: Otto Group, NFI, Gap, Arvato, DHL, Maersk and H&M.
  • Stretch (unit SA40) carries a carton from inside a trailer toward an extendable blue conveyor; green lights mark its base.
  • The case-study caption names unloading freight at an Arvato inbound logistics facility.
  • DHL reports unloading up to 700 cases an hour with Stretch; commercial with DHL in North America from 2023.
  • Total units deployed were not verified.
50 lbMaximum box weight
700/hourCases, DHL unloading
1,000+Units in DHL MOU
2018DHL partnership began

Specifications

SpecificationDetail
MakerBoston Dynamics, Waltham MA
Arm7-DoF with suction array
Box weightUp to 50 lb (23 kg)
Throughput"Hundreds of cases an hour"
DHL unloading rateUp to 700 cases/hour
Battery, reachNot listed by the maker
PriceBy quote; not public
Customers shownOtto, NFI, Gap, Arvato, DHL, Maersk, H&M
Announced2021

What it does

  • Drives into a trailer or container, finds boxes by vision and lifts them onto a conveyor.
  • DHL Supply Chain: partnership since 2018; commercial in North America since 2023.
  • May 2025 DHL memorandum covers 1,000+ additional units; it is an MOU, not a firm order.
  • Leadership changed: Robert Playter retired Feb 2026; Rohit Prasad named CEO on 7 Oct 2026.
M.9IN-HOUSE ONLY

Amazon Robotics

Amazon builds its robots for its own network. The largest robot fleet in logistics; none of it is for sale.

Amazon Robotics drive unit on a display table. Where: Amazon fulfilment centre, Swindon, UK (per Commons title).
Amazon Robotics drive unit on a display table. Where: Amazon fulfilment centre, Swindon, UK (per Commons title).Photo: Auledas, Wikimedia Commons, CC BY 4.0. Maker: aboutamazon.com

What you are seeing

  • A blue drive unit stamped 2021, with a round black lift top and a red stop button, sits on a table at an event display.
  • It is on display and not shown operating on a warehouse floor.
  • Amazon reports over 1 million robots deployed since the 2012 Kiva acquisition; they are not sold externally.
  • Amazon's catalogue (Jun 2026) lists Hercules as a drive unit; the model in the photo is not stated.
1M+Robots deployed (Jul 2025)
300+Facilities
~75%Deliveries robot-assisted (WSJ)
+30%Maintenance and engineering roles, Shreveport

Specifications

SpecificationDetail
MakerAmazon Robotics (Kiva, acquired 2012)
ProteusFirst fully autonomous mobile robot; moves carts
SparrowVision-guided item-picking arm
VulcanTouch-sensing; handles ~75% of item types
CardinalPackage arm, up to 50 lb
HerculesDrive unit, lifts up to 1,250 lb
SequoiaUp to 75% faster inventory storage (claim)
Blue JayNamed; details not verified
AvailabilityNot for sale

What it does

  • Proteus carries carts at the dock without caged zones; a next generation is in pilot.
  • Vulcan stows and picks at the highest and lowest pod levels.
  • Shipments per employee rose from 175 to about 3,870 a year over a decade (WSJ).
  • NYT-reported documents describe avoiding 600,000+ hires by 2033; Amazon disputes this.
M.10

Amazon and Locus

Two models: build the fleet, or rent it. Amazon runs its own robots; Locus rents collaborative robots to others.

Amazon Robotics

  • Access: internal only; Amazon is not a vendor.
  • Scale: 1M+ robots across 300+ facilities.
  • Robots: Proteus carts, Sparrow picking arm, Vulcan, Hercules.
  • Customers: Amazon alone.
  • Price: not applicable.
  • People: technicians and engineers grow; fewer staff per site.

Locus Robotics

  • Access: robots-as-a-service, with deployment and 24/7 support.
  • Scale: 20,000+ robots, 360+ sites, 8B+ picks (vendor claim).
  • Robots: Origin and Vector (person-to-goods); Array (robot-to-goods).
  • Customers: 150+, incl. Carhartt, Ulta Beauty, DHL Supply Chain.
  • Price: not published.
  • People: pickers stay, robots carry totes between zones.

Neither is a jobsite tool. They show what scaled warehouse fleets look like, and the RaaS model that data center owners may meet.

M.11FANUC AND UNIVERSAL ROBOTS

Cobots range from 7 lb to 66 lb of payload.

FANUC CRX and Universal Robots UR Series: collaborative arms for cells, carts and prefab lines.

FANUC arc welding robots on a steel frame.
FANUC arc welding robots on a steel frame.Photo: Phasmatisnox, Wikimedia Commons, CC BY 3.0 · Maker: fanuc.com
A Universal Robots arm on a flight case.
A Universal Robots arm on a flight case.Photo: GrowSkills Robotics, Wikimedia Commons, CC BY-SA 4.0 · Maker: universal-robots.com
Universal Robots stand at a trade fair.
Universal Robots stand at a trade fair.Photo: Toxophilus, Wikimedia Commons, CC BY-SA 4.0 · Maker: universal-robots.com

What you are seeing: FANUC arc welding robots

Two yellow six-axis arc welding robots weld a long steel frame in a fixture; workers stand in the background. The Commons title identifies them as ARC Mate 120iC/10L models; no spec sheet was found for these models. FANUC CRX cobots (FANUC, 2026): 3 to 30 kg payload, +/-0.02 to +/-0.05 mm repeatability, hand-guided teaching. FANUC price, IP rating and installed base were not verified.

What you are seeing: UR arm on a flight case

A UR5-class arm with a two-finger gripper stands on a flight case beside its teach pendant; GrowSkills Robotics branding is on the arm. Cobots work beside people; the current UR Series covers 8 to 30 kg payloads, IP65, +/-0.05 to 0.1 mm repeatability (UR, 2026). The Commons description says UR5-class; specs shown are for the current UR Series, not the UR5. Price is not published (quote).

What you are seeing: UR trade-fair stand

A trade-fair stand with several UR arms on demo tables, a hanging UR sign and visitors around them. A demo setting: the photo shows range and attendance, not a production cell. UR30 (UR, 2026): 30 kg payload (35 extended), 1,300 mm reach, 63.5 kg weight. Installed base figures for the e-Series and g-Series were not verified.

66 lbTop payload, CRX-30iA and UR30
+/-0.02 mmBest CRX repeatability (CRX-3iA)
IP65Protection rating, UR Series
QuotePricing model for both makers
ModelPayloadReachRepeat
CRX-3iA6.6 lb (3 kg)27 in (692 mm)+/-0.02 mm
CRX-5iA11 lb (5 kg)39 in (994 mm)+/-0.03 mm
CRX-10iA22 lb (10 kg)49 in (1,249 mm)+/-0.04 mm
CRX-10iA/L22 lb (10 kg)56 in (1,418 mm)Not listed
CRX-20iA/L44 lb (20 kg)56 in (1,418 mm)+/-0.04 mm
CRX-30iA66 lb (30 kg)69 in (1,756 mm)+/-0.05 mm

FANUC CRX (published specs)

ModelPayloadReach
UR8 Long18 lb (8 kg)69 in (1,750 mm)
UR1533 lb (15 kg)51 in (1,300 mm)
UR1840 lb (18 kg)37 in (950 mm)
UR2044 lb (20 kg; 25 ext.)69 in (1,750 mm)
UR3066 lb (30 kg; 35 ext.)51 in (1,300 mm)
All UR SeriesIP65+/-0.05 to 0.1 mm

Universal Robots UR Series

CRX uses contact-stop safety and hand-guided teaching. UR30 weighs 63.5 kg. Installed bases and prices are not verified here.

M.12ABB, KUKA, YASKAWA

Arms are a mature market, now changing owners.

The big industrial arm makers matter to data centers mainly in off-site prefab and rack integration.

$5.375BSoftBank offer for ABB Robotics
542,000Industrial robots installed, 2024
4.66MOperating stock worldwide
54%Share of 2024 installs in China

ABB Robotics

SoftBank agreed on 8 Oct 2025 to buy the unit for about $5.375B. Closing was expected mid-to-late 2026. 2024 revenue $2.28B; ~7,000 staff. Closing status in Oct 2026 not verified.

KUKA

Augsburg, Germany; founded 1898. Robots, AMRs, production systems and intralogistics. Sales EUR 3.9B (year not stated). ~14,000-15,000 staff (page inconsistent).

Yaskawa (Motoman)

Lists articulated, SCARA, delta and miniature robot families. HQ, installed base and specs not verified. Pages fetched gave no model data.

The market (IFR)

542,000 industrial robots installed in 2024; operating stock 4.66M. China took 295,000 (54%). IFR forecast: above 700,000 a year by 2028. Chinese suppliers hold 57% of their home market.

Prices are by quote and no installed-base figures were verified for these three brands.

M.13DRONES ON SITES

Skydio and DJI: two drones for site capture.

Skydio X10 and DJI Matrice 350 RTK, per maker spec pages (vendor claims).

DJI Matrice 300 RTK on a display table. Where: Sun n Fun, Lakeland Linder International Airport, Florida
DJI Matrice 300 RTK on a display table. Where: Sun n Fun, Lakeland Linder International Airport, FloridaPhoto: ZLEA, Wikimedia Commons, CC BY-SA 4.0 · Maker: enterprise.dji.com

What you are seeing

  • A Matrice 300 RTK with a zoom and laser-rangefinder payload sits on an airshow display table; it is not flying.
  • The successor Matrice 350 RTK (DJI, 2026): up to 55 min, IP55, 6.47 kg with two batteries, 12 m/s wind limit.
  • The photo shows no construction site; site survey and inspection are applications, not shown here.
  • US regulatory status of DJI was not verified; Skydio X10 is a US option (45 mph, IP55, NDAA compliant, vendor claims).
SpecSkydio X10DJI Matrice 350 RTK
Flight timeUp to 40 minUp to 55 min (no payload)
WeightUnder 4.7 lb (2.1 kg)8.3 lb (3.77 kg) without batteries; 14.3 lb (6.47 kg) with two
WeatherIP55; gusts to 28.6 mphIP55; wind 12 m/s (26.8 mph)
Temperature-4 to 113 F-4 to 122 F
PayloadFour bays, 385 g; 64 MP and thermal (640x512)Gimbal payload 960 g (2.1 lb); max takeoff 9.2 kg
ComplianceNDAA compliant (vendor)US regulatory status not verified
PriceBy quoteNot on the spec page

Check the owner's drone rules before flying DJI on a secure or federal site; Skydio lists NDAA compliance.

Skydio: $230M Series E (Feb 2023) and $170M extension (Nov 2024), about $2.2B valuation cited; over half of business military; sanctioned by China in Oct 2024 (single source, no 2026 update).

M.14DEMOLITION ROBOTS

Remote demolition keeps the operator out of danger.

Brokk 200 and Husqvarna DXR 275 specs from the makers' pages.

Brokk 180 remote demolition robot. Where: Integrated Safety and Security Exhibition 2013 (per Commons)
Brokk 180 remote demolition robot. Where: Integrated Safety and Security Exhibition 2013 (per Commons)Photo: Vitaly V. Kuzmin, Wikimedia Commons, CC BY-SA 4.0 · Maker: brokk.com

What you are seeing

  • A tracked Brokk 180 with a grapple attachment and a cable reel stands outdoors in Russian emergency-services livery.
  • Brokk has built remote demolition machines since 1976 (company).
  • For reference, the Brokk 200: 4,630 lb, 27.5 kW, 201 in horizontal reach, 30.7 in minimum width; sold through dealers.
  • The photo is an exhibition display, not a job site.
1976Brokk in remote demolition since
70-900Brokk model range
300 mDXR 275 remote range
SpecBrokk 200Husqvarna DXR 275
Weight4,630 lb (2,100 kg)4,123 lb
Power27.5 kW24 kW
Vertical reach215 in189 in
Narrowest width30.7 in~31 in (fits doorways)
Remote rangeNot statedUp to 300 m (984 ft)
SafetyNot statedPLd functional safety
PriceVia dealers; not listedNot verified

No independent productivity data was found for either brand. Other DXR models and their 2026 status are not verified. No named data center project found.

M.15EXOSKELETONS

Passive exoskeletons carry the overhead load.

Hilti EXO-O1 and Ottobock: wearable support, with no robot decisions involved.

Hilti EXO-O1 exoskeleton on overhead work.
Hilti EXO-O1 exoskeleton on overhead work.Photo: Ottobock / Hilti press image, Ottobock newsroom (all rights reserved, reference only) · Maker: hilti.com

What you are seeing

  • A worker in a yellow helmet and hi-vis vest wears an EXO-O1 and wires cables above a cable tray from a scaffold tower.
  • EXO-O1 is passive (no battery), under 4.4 lb (2 kg), made for overhead work such as ducts, sprinklers and conduit (Hilti, 2026).
  • Hilti and Ottobock announced their partnership on Jul 23, 2020; shoulder relief "up to 47%" (vendor claim).
  • It assists a worker rather than replacing one; price was not verified.
<4.4 lbEXO-O1 weight (under 2 kg)
0Batteries; fully passive
Up to 47%Shoulder relief, Ottobock (vendor claim)
500+Exoskeleton projects cited by Ottobock
Hilti EXO-O1
TypePassive, no battery, adjustable tension
UseOverhead work: ducts, sprinklers, conduit, drywall
PriceNot verified
EvidenceInjury-reduction studies not reviewed

Ottobock and the partnership

  • Hilti and Ottobock announced a construction partnership on 23 Jul 2020.
  • Whether EXO-O1 uses Ottobock Paexo technology is not stated.
  • Powered models (for example German Bionic) had no 2026 data retrieved.
  • Exoskeletons augment installers; no crew reduction is claimed.

The up-to-47% shoulder-relief figure is a vendor claim; no independent injury study was reviewed.

M.16HEAVY-MACHINE AUTONOMY

Mining autonomy is proven; construction is starting.

Mine haul trucks run without drivers; Bedrock reports first operator-free excavator sites in 2026 (single source, unconfirmed).

251Komatsu autonomous trucks, Jun 2020
17Mines running Cat Command, May 2021
$270MBedrock Robotics Series B, Feb 2026
$200MGravis Robotics raise, Aug 2026

Komatsu FrontRunner

Autonomous haulage: over 3B tonnes moved, with 251 trucks at 11 sites at end of Jun 2020. Counts are dated; 2026 figures not verified.

Caterpillar

Cat Command haulage passed 3B tonnes by May 2021 across 17 mines and 9 customers; first used in 2013. Sep 2026: partnership with FieldAI for construction machines.

John Deere

No verified 2026 autonomy facts in this research. NVIDIA listed Deere as evaluating Jetson Thor (Aug 2025). Not verified.

Retrofit start-ups

Bedrock Robotics raised $270M (Feb 2026); it reportedly began operator-free excavation on live sites in mid-2026 (headline-level, unconfirmed). Customers: Sundt, Zachry (headline-level); Gravis raised $200M (Aug 2026).

Doosan Bobcat showed the RX3 autonomous concept loader at CES 2026. Teleo, a retrofit kit maker, had raised $29.8M in total by Nov 2024.

M.17SOLAR BUILD ROBOTS

Solar robots are the closest to field production.

AES Maximo, Terabase and Charge Robotics install panels; solar farms often power data center campuses.

100 MWInstalled by Maximo at Bellefield
2 GWBellefield project (solar plus storage)
Up to 24Modules per person-hour, AES claim
CompanyWhat it doesVerified evidenceStatus
AES MaximoRobot installs solar modules100 MW done at Bellefield, CA (Mar 2026) by four v3.0 units; >1 module a minute per unit (AES claim); 2024 target was 100 MW by 2025Commercial
Terabase TerafabField factory for panelsField testing completed (19 Mar 2026); $130M Series C from SoftBank Vision Fund 2 (Mar 2025); Construct software passed 2 GW with EDP RenewablesLate pilot
Charge RoboticsSunrise Factory on site0.5-1 MW per shift, 850-1,000 modules/day, 10-person crew, replaces 75% of install labor hours (all vendor claims)Pilot program

Bellefield's offtaker is Amazon. Charge Robotics lists no customers, funding or price. Maximo crew size and cost are not stated.

M.18LAYOUT, LIFTING, BRICKS, ELEVATORS

Four site robots with vendor-reported results.

Civ Robotics, Kewazo, Monumental and Schindler R.I.S.E; results are vendor claims.

8 mmCiv marking accuracy (vendor claim)
$988,240Kewazo saving at Chevron (vendor claim)
100+Monumental robots (vendor claim)
~50,000Anchor bolts set by Schindler robots

Civ Robotics CivDot+

Outdoor layout robot marking points for solar, storage and civil work. Accuracy 8 mm (about 0.03 ft); up to 8x faster. 30 GW and 10M+ points claimed.

Kewazo LIFTBOT

Remote-controlled scaffold lift. Users include Chevron, BASF, Nobian and Altrad. Chevron: $988,240 saved in 3 months. Chevron and Asahi Kasei invested Mar 2026.

Monumental

Amsterdam brick-laying firm founded 2021, working in the Netherlands, UK and US. 100+ robots, 100+ homes, 40+ projects. $60M+ raised; 130+ staff.

Schindler R.I.S.E

Robot that drills anchor holes inside elevator shafts, tablet-operated. 7 robots; 36 sites; ~50,000 bolts. Up to 40% time saving (undated).

No independent productivity study was found for these four. None has a named data center project.

M.19LATE PILOT

A drilling robot built for data center slabs.

Drills rack-anchor and overhead-support holes in concrete; announced 20 Jan 2026.

10xFaster, vendor claim
~80 wksSaved across 10 projects
$65 > $20Cost per hole (claim)
99.97%Accuracy (claim)
Specifications
MakerDEWALT (Stanley Black & Decker) with August Robotics
Small hole3/4 in x 2 in deep, 80 s each
Large hole1-1/8 in x 8 in deep, 180 s each
Accuracy99.97% over 90,000+ holes (vendor)
TaskRack stops, overhead MEP supports
PilotOne unnamed hyperscaler, 10 phases
Fleet12 robots (one outlet)
AvailabilityMid-year 2026; sales unconfirmed
PriceNot disclosed

What it does

  • Drills downward in a fleet, replacing hammer-drill crews on slab work.
  • Vendor claims: up to 10x faster, about 80 weeks saved across 10 projects.
  • Cost per hole falls from about $65 to about $20; seven weeks of work cut to about seven days.
  • Outlets differ on hole count (90,000+ versus 100,000+); contractor and owner are unnamed.
M.20COMMERCIAL

Telescent moves fiber without a technician.

A fixed robot inside a patch panel that re-plugs fiber connectors on command.

Tape library accessor in a data-center hall. Where: NERSC (per Commons file title)
Tape library accessor in a data-center hall. Where: NERSC (per Commons file title)Photo: D Coetzee, Wikimedia Commons, CC0 · Maker: oracle.com/storage

What you are seeing

  • A StorageTek robotic accessor travels between rows of tape cartridges in a dark hall; barcode labels show on the cartridges.
  • It is an older StorageTek library at NERSC per the Commons title, not a robot for building or running a modern data center.
  • Telescent's G5 robotic fiber cross-connect reconfigures ports remotely (vendor claims; customers not verified).
  • The documented legged robot in a data center is ANYmal at Digital Realty Zurich (case study, 2023).
2,000+Duplex ports per G5
16,128Fibers in one rack, demonstrated
Mar 2026High-density unit for DR4/DR8 optics
0Named customers
Specifications
MakerTelescent, Irvine CA (CEO Anthony Kewitsch)
ProductG5 NTM robotic cross-connect
Density2,000+ duplex ports
Demonstrated16,128 fibers in a rack (OFC 2025)
Mar 2026High-density unit for DR4/DR8 optics
TypeFixed in-rack robot, not mobile
Largest orderUnnamed hyperscaler
CustomersNone named
PriceNot retrieved

What it does

  • Software requests a connection; an internal gripper unplugs and re-plugs the fiber.
  • Remote reconfiguration in minutes, with no site visit (vendor claim).
  • Reportedly 3.4x faster ML training in a Meta/MIT study (one secondary source; study not seen).
  • Competes with optical circuit switches such as Google's in-house design and Lumentum.
M.21DATA CENTER ROBOT START-UPS

Data center robot start-ups: money first, proof later.

Operations robots for cabling, restarts and swaps; none has published third-party task-success data.

CompanyWhat it buildsFunding and statusEvidence
Watney RoboticsDual-arm robots for cable swaps, restarts$80M Series A (17 Sep 2026); $100M+ totalMeta tested two at Altoona, Iowa; slower than technicians
Exclaim RoboticsRemote-hands robots for optics, cables, drives$4.95M pre-seed (Aug 2026); 6 staff, ZurichNo customers or specs disclosed
Boost RoboticsMobile manipulators, teleoperation firstY Combinator Spring 2025; funding undisclosedSeeking pilots; pre-pilot
Roze AI (SoftBank)Plan to build data centers with robotsFT report (29 Apr 2026); ~$100B IPO target, may slip to 2027SoftBank did not comment; no product or revenue
SoftBank cableless rackBus-bar power, blind-mate connectorsTomakomai, Hokkaido: 50 MW, scheduled 2027Design announced Sep 2025

Exclaim: a "$50M seed" headline from one aggregator conflicts with the $4.95M reported by DCD and is not used.

M.22WATNEY: CLAIM AND EVIDENCE

Watney claims four nines; Meta saw a slower robot.

The best-funded data center robot start-up shows how thin the independent evidence still is.

Vendor claims

  • Hyperscaler customers since 2025.
  • Hundreds of thousands of hours in customer facilities.
  • "Four nines" (99.99%) reliability; the metric is not defined.
  • Largest US fleet of dexterous robots, running around the clock.
  • $80M Series A co-led by Valor Atreides AI Fund and Hummingbird.

Independently reported

  • WIRED (Aug 2026, via secondary sources): Meta tested two dual-arm robots at Altoona, Iowa since Jun 2025.
  • The robots were supervised and slower than technicians.
  • Fleet size, intervention rate and economics are not disclosed.
  • A Meta spokesperson: "We need more workers, not fewer."
  • No data center robot vendor has third-party-verified results (Oct 2026).

Ask any vendor for the intervention rate and the definition of uptime before comparing claims.

Images

Images

Every robot photograph in the primer, with credits. Select one to enlarge it.

Each photo carries its credit line. Photos are for reference only; check each credit before reusing one.

ANYbotics ANYmal DGo to section

Boston Dynamics SpotGo to section

Agility Robotics DigitGo to section

Figure AI Figure 03Go to section

Apptronik ApolloGo to section

Boston Dynamics AtlasGo to section

Tesla OptimusGo to section

Dusty Robotics FieldPrinterGo to section

Rugged Robotics layout robotGo to section

Hilti JaibotGo to section

Raise Robotics Facade work cellGo to section

Gecko Robotics crawlersGo to section

JLG Canvas Robotics Drywall RobotGo to section

Okibo EG7 and EG7+Go to section

ACR TyBOT and IronBOTGo to section

FBR Hadrian XGo to section

ICON Titan and VulcanGo to section

SQ4D ARCSGo to section

Built Robotics RPD 35Go to section

Bedrock RoboticsGo to section

Teleo Supervised AutonomyGo to section

Cyphra Autonomy PALGo to section

Unitree G1Go to section

1X NEOGo to section

Boston Dynamics StretchGo to section

Amazon RoboticsGo to section

Cobots range from 7 lb to 66 lb of payload.Go to section

Skydio and DJI: two drones for site capture.Go to section

Remote demolition keeps the operator out of danger.Go to section

Passive exoskeletons carry the overhead load.Go to section

Telescent moves fiber without a technician.Go to section

Ref.4ROBOT MAKERS DIRECTORY, 1 OF 3

Robot makers and where to find them.

Domains are plain text; the robot sections carry live links to each maker.

CompanyRobots coveredWebsite
ANYboticsANYmal D quadrupedanybotics.com
Boston DynamicsSpot, Atlas, Stretchbostondynamics.com
Agility RoboticsDigit humanoidagilityrobotics.com
Figure AIFigure 03 humanoidfigure.ai
ApptronikApollo humanoidapptronik.com
TeslaOptimus humanoidtesla.com/AI
UnitreeG1 humanoid, Go2 quadrupedunitree.com
1XNEO humanoid1x.tech
UBTechWalker S2 humanoidubtrobot.com
AgiBotA, X and G series humanoidsagibot.com

Humanoids and quadrupeds

CompanyRobots coveredWebsite
Dusty RoboticsFieldPrinter layout robotdustyrobotics.com
Rugged RoboticsMark1 layout robotrugged-robotics.com
HiltiJaibot drilling; EXO-O1 exoskeletonhilti.com
Raise RoboticsRaise Robot install platformraiserobotics.ai
Gecko RoboticsInspection crawler robotsgeckorobotics.com
DEWALT / AugustDownward drilling robotdewalt.com
Civ RoboticsCivDot layout robotscivrobotics.com
SkydioX10 inspection droneskydio.com
DJIMatrice 350 RTK droneenterprise.dji.com
TelescentG5 NTM fiber cross-connecttelescent.com

Layout, drilling and inspection

Ref.4bROBOT MAKERS DIRECTORY, 2 OF 3

Robot makers and where to find them.

Company, robots covered, website. The robot sections carry live links to each maker.

SegmentCompanyRobots coveredWebsite
Finishing, rebar, liftsJLG Canvasdrywall finishingcanvas.build
Finishing, rebar, liftsOkiboEG7 finishingokibo.com
Finishing, rebar, liftsAdv. Construction RoboticsTyBOTconstructionrobots.com
Finishing, rebar, liftsSchindlerR.I.S.E shaft robotschindler.com
Masonry and solarFBRHadrian Xfbr.com.au
Masonry and solarMonumentalbrick-layingmonumental.co
Masonry and solarKewazoLIFTBOT scaffold liftkewazo.com
Masonry and solarTerabaseTerafab solarterabase.energy
Masonry and solarCharge RoboticsSunrise Factorychargerobotics.com
Masonry and solarAESMaximo solar installeraes.com
Autonomous machinesBuilt Roboticsexcavator kitsbuiltrobotics.com
Autonomous machinesBedrock Roboticsautonomybedrockrobotics.com
Autonomous machinesTeleoretrofit kitsteleo.ai
Autonomous machinesCyphra AutonomyPALcyphra-autonomy.com
Autonomous machinesKomatsu, Caterpillarhaulagekomatsu.com, cat.com
Autonomous machinesBrokkremote demolitionbrokk.com
Autonomous machinesHusqvarnaDXR 275husqvarnagroup.com
3D printing, wearablesICONVulcan, Titan, Phoenixiconbuild.com
3D printing, wearablesSQ4DARCSsq4d.com
3D printing, wearablesCOBODBOD2, BOD3, BOD XLcobod.com
3D printing, wearablesApis CorFrank, Gary, Maryapis-cor.com
3D printing, wearablesOttobockPaexo exoskeletoncorporate.ottobock.com

Maturity differs widely across these makers. See the robot sections of the primer for status, pricing and deployments.

Ref.4cROBOT MAKERS DIRECTORY, 3 OF 3

Robot makers and where to find them.

Factory and warehouse robots. The robot sections carry live links to each maker.

CompanyRobots coveredSegmentWebsite
FANUCCRX collaborative robots and industrial armsFactory armsfanuc.com
Universal RobotsUR collaborative robot armsCobotsuniversal-robots.com
ABB RoboticsIndustrial arms and cobotsFactory armsnew.abb.com/products/robotics
KUKAIndustrial arms and mobile platformsFactory armskuka.com
YaskawaMotoman industrial armsFactory armsyaskawa.com
Amazon RoboticsFulfillment center robot fleetWarehouseaboutamazon.com
Locus RoboticsAutonomous mobile robots for pickingWarehouselocusrobotics.com
Boston DynamicsStretch truck-unloading robotWarehousebostondynamics.com
Ref.5GLOSSARY, A TO H

Glossary of key terms, A to H.

Short working definitions as used in this primer.

TermMeaning
ActuatorPart that makes a joint or wheel move: usually an electric motor with gearing.
AGVAutomated guided vehicle: follows fixed paths such as wires or tape.
AMRAutonomous mobile robot: plans its own route around people and obstacles.
ANSI/A3 R15.06US adoption of ISO 10218-1 and -2, the robot safety standard (2025).
BIMBuilding information modeling: a 3D building model with data on each element.
Burden rateTaxes and benefits on top of wages; BLS data imply about 1.45x in construction trades.
CobotCollaborative robot: built to work near people, with limits on force and speed.
CommissioningTesting a facility's systems to prove they work before handover.
Digital twinA live digital model of a site or asset, kept in step with sensor data.
DOFDegrees of freedom: independent joint motions. Atlas lists 56 (vendor spec).
E-stopEmergency stop: a hard-wired control that halts the machine at once.
End effectorThe tool at the end of a robot arm, such as a gripper, drill or sprayer.
ExoskeletonWearable frame that supports the body; passive (springs) or powered (motors).
Fleet managementSoftware that assigns tasks to many robots and tracks and charges them.
Foundation modelA large AI model trained on broad data and adapted to many robot tasks.
GCGeneral contractor: runs a construction project and hires subcontractors.
GripperAn end effector that grasps objects, using fingers or suction.
Harmonic driveCompact, high-ratio strain-wave gear common in robot joints.
Human in the leadPeople direct the work and make decisions; robots run defined tasks in the loop.
HumanoidTwo-legged robot with a human-like body: torso, arms and hands.
Hybrid workforceA crew that mixes human workers and robots on the same scope of work.
HyperscalerA very large cloud operator and the biggest buyer of data center capacity.
Ref.5bGLOSSARY, I TO Z

Glossary of key terms, I to Z.

Short working definitions as used in this primer.

TermMeaning
ISO 10218International safety standard for industrial robots: Part 1 the robot, Part 2 integration. 2025 edition.
ISO/TS 15066Technical specification on force and pressure limits for collaborative robot operation.
LiDARLaser sensor that measures distance to build a 3D map of surroundings.
Light, Medium, HeavyPrimer robot classes. Light: roll or walk on a slab. Medium: humanoids, finishing, rebar. Heavy: excavators, printers.
LOTOLockout/tagout: locking energy sources off before anyone services a machine.
MTBFMean time between failures: average running time between breakdowns.
MTTRMean time to repair: average time to restore a failed machine to service.
OEMOriginal equipment manufacturer: the company that builds the robot or machine.
PayloadWeight a robot can carry or lift. Spot lists 30.9 lb (14 kg), a vendor spec.
PFLPower and force limiting: a cobot safety mode that caps contact force on a person.
QuadrupedFour-legged robot, such as Spot or ANYmal.
RaaSRobots as a service: a recurring fee instead of buying the robot.
RTKReal-time kinematic positioning: satellite navigation with a correction signal for centimeter-level fixes.
SISystems integrator: the firm that designs, installs and commissions a robot deployment.
SLAMSimultaneous localization and mapping: the robot builds a map while tracking its own position.
Speed and separation monitoringSafety mode where the robot slows or stops as a person comes closer.
Supervised autonomyThe robot does the task by itself while a person watches and can step in.
TCOTotal cost of ownership: purchase, deployment, service, software, energy and downtime over the life.
TeleoperationA person controls the robot remotely in real time.
Total stationSurveying instrument that measures angles and distances to set or check points on site.
VLAVision-language-action model: AI that turns camera views and a text instruction into robot actions.
Work envelopeThe volume of space a robot can reach.
Ref.6KEY NUMBERS

Key numbers and rules of thumb.

Only figures checked against a named source. Forecasts and vendor specs are labelled as such.

NumberWhat it measuresBasis
542,000Industrial robots installed worldwide in 2024 (stock 4,664,000)IFR World Robotics 2025
34,200Industrial robots installed in the US in 2024 (down 9%)IFR World Robotics 2025
~250,000Professional service robots shipped in 2025 (up 24%)IFR, 30 Sep 2026
~7,000Full-size humanoids sold in 2025; other trackers count moreIFR, 2026 (sources differ)
50,000+Humanoid shipments expected for 2026TrendForce, Dec 2025 (forecast; secondary summary)
$38BHumanoid market by 2035; 1.4 million units a yearGoldman Sachs, 2024 (forecast)
$30-150KHumanoid unit manufacturing cost estimateGoldman Sachs, 2024 (estimate)
$63,190US electrician median pay, May 2025; 72,700 openings a yearBLS Occupational Outlook, 2026
~1.45xEmployer cost per wage dollar, construction tradesBLS ECEC, Jun 2026 (derived)
349,000Net new construction workers needed in 2026ABC estimate, Jan 2026
41US robot-related fatalities counted, 1992 to 2017NIOSH (CDC), 2025-26
Ref.7INDUSTRY ORGANIZATIONS

The organizations that shape the industry.

Standards, statistics, safety and workforce bodies cited in this primer.

OrganizationRole
A3US robotics trade group; publishes ANSI/A3 R15.06
IFRPublishes the annual World Robotics statistics
ISO (TC 299)Writes international robot standards, such as ISO 10218
ANSICoordinates US consensus standards; adopts ISO texts
ULTests and certifies products; ANSI/UL 1740 covers robots
IEEE RASRobotics research society; publishes roadmaps
AEMEquipment makers group; issued autonomy guidance in 2026
European CommissionOwns the EU AI Act and Machinery Regulation

Robotics standards and statistics

OrganizationRole
OSHAUS workplace safety regulator; no robot-specific standard
NIOSHCDC research arm; studies robot safety and injuries
BLSUS source of wage, job and employer-cost data
ABCContractor group; estimates workforce shortfalls
AGCGeneral contractors group; annual workforce survey
NECA / IBEWElectrical employers and union; run joint apprenticeships
Uptime InstituteData center resilience ratings and operator surveys
Cal/OSHACalifornia workplace safety regulator

Safety, labor and data centers

Ref.8PHOTO SOURCES AND RIGHTS

Photo sources and rights, by robot.

Each photo shows what is visible, the credit line and a link to the maker.

RightsPhoto and robotUse and attribution
All rights reserved, company websiteDigit, Figure humanoids, Apollo, FieldPrinter, Rugged Mark1, Rugged robot, Jaibot, Raise work cell, Gecko crawler, Canvas 1200CX, Okibo EG602, Hadrian, SQ4D ARCS, SQ4D crew, Bedrock, Teleo, Cyphra hauler, 1X NEO, StretchReference only; each photo links to the maker's website.
All rights reserved, press imageHilti EXO-O1Reference only; Ottobock newsroom image, Hilti website linked.
CC BY-SA 4.0ANYmal X, ANYmal D, Spot, Atlas, TyBot, Hadrian X, ICON printer, Built Robotics, UR cobot, UR trade fair, DJI Matrice 300 RTK, Brokk 180Wikimedia Commons; author credited on each photo; share-alike applies to reuse.
CC BY 4.0Spot with arm, Amazon drive unitWikimedia Commons; author credited on each photo.
CC BY 3.0FANUC weldingWikimedia Commons; author credited on each photo.
CC BY 2.0OptimusWikimedia Commons; author credited on each photo.
CC0 (public domain dedication)Unitree G1, Tape library robotWikimedia Commons; no attribution required, author still named.

Each photo has three parts: the photo, "What you are seeing" (visible detail plus sourced facts, with vendor claims labeled) and a pointer to the robot section. Where a source does not state a location, none is shown.

Humans + Robots for Physical AI

Scale up your build.

What you are seeing
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