PHYSICAL AI · 2026-05-04

Physical AI Brief

Daily cross-source signals for the Physical AI supply chain — silicon photonics, CPO, VLA models, humanoid hardware, embodied AI. Three streams, one page, zero filler.

58 items today · 0 arxiv · 0 SEC 8-K · 58 humanoid · 0 CN photonics

01 ARXIV · PHYSICAL AI PAPERS

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NO PAPERS INDEXED FOR THIS DATE

02 US SEMI · SEC 8-K FILINGS

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scanned: NVDA / AVGO / MRVL / COHR / LITE / AMD / TSM / SMCI / ANET / CRDO / POWL / VECO

NO FILINGS IN LAST 2 TRADING DAYS

03 HUMANOID · COMPANY NEWS

58 items

scanned: figure-ai / 1x / boston-dynamics / unitree / apptronik / sanctuary-ai / neura-robotics / agility-robotics / physical-intelligence / agibot

Figure AI (10)

  1. Figure AI
    January 27, 2026Introducing Helix 02: Full-Body Autonomy
  2. Figure AI
    October 09, 2025Introducing Figure 03
  3. Figure AI
    April 29, 2026Ramping Figure 03 Production
  4. Figure AI
    March 09, 2026Helix 02 Living Room Tidy
  5. Figure AI
    November 19, 2025F.02 Contributed to the Production of 30,000 Cars at BMW

Boston Dynamics (10)

  1. Boston Dynamics
    Ask a Roboticist: Meet Ethan
  2. Boston Dynamics
    Tools for Your To Do List with Spot and Gemini Robotics
  3. Boston Dynamics
    AIVI-Learning Is Now Powered by Google Gemini Robotics
  4. Boston Dynamics
    Scaling New Career Heights with Stretch
  5. Boston Dynamics
    Atlas’ Evolution From Research Robot to Industrial Humanoid

Unitree 宇树 (9)

  1. Unitree 宇树
    Components
  2. Unitree 宇树
    Kung Fu Meets Spring, Unitree SFG Robots Present "Cyber Real Kung Fu" in the Year of the Horse2026-03-04Media Coverage
  3. Unitree 宇树
    Important Reminder from Unitree: Avoid Being Deceived2025-02-27Media Coverage
  4. Unitree 宇树
    Unitree H1: 1.5 Yrs Old "Debuted" at the SFG2025-02-05Media Coverage
  5. Unitree 宇树
    Unitree G1 Humanoid Agent | Price from $16K2024-07-05Media Coverage

Sanctuary AI (5)

  1. Sanctuary AI
    Product Updates
  2. Sanctuary AI
    Sanctuary AI Demonstrates Zero-Shot In-Hand Manipulation on Hydraulic Hand
  3. Sanctuary AI
    If You Missed Messe
  4. Sanctuary AI
    Sanctuary AI Leads the Industry in Controlling Advanced Hydraulic Hands Using Reinforcement Learning
  5. Sanctuary AI
    Sanctuary AI Leverages NVIDIA Isaac Lab to Accelerate Dexterous Learning

Agility Robotics (10)

  1. Agility Robotics
    Agility and AIBlog PostMarch 16, 2026
  2. Agility Robotics
    Agility Gets a New BrandBlog PostMarch 5, 2026
  3. Agility Robotics
    2026: The Automation EvolutionBlog PostJanuary 16, 2026
  4. Agility Robotics
    Beyond the HypeBlog PostNovember 24, 2025
  5. Agility Robotics
    Digit Moves Over 100,000 Totes in Commercial DeploymentBlog PostNovember 20, 2025

Physical Intelligence (7)

  1. Physical Intelligence
    π0.7: a Steerable Model with Emergent CapabilitiesApril 16, 2026A steerable robotic foundation model that exhibits a step-change in generalization.
  2. Physical Intelligence
    The Physical Intelligence LayerFebruary 24, 2026General-purpose physical intelligence models will enable a Cambrian explosion of robotics applications. See how our partners are already solving real-world problems.
  3. Physical Intelligence
    Moravec's Paradox and the Robot OlympicsDecember 22, 2025By fine-tuning our latest model, we were able to solve a series of very difficult manipulation challenge tasks.
  4. Physical Intelligence
    π*0.6: a VLA that Learns from ExperienceNovember 17, 2025A method for training our generalist policies with RL to improve success rate and throughput on real-world tasks.
  5. Physical Intelligence
    π0.5: a VLA with Open-World GeneralizationApril 22, 2025Our latest generalist policy, π0.5, extends π0 and enables open-world generalization. Our new model can control a mobile manipulator to clean up an entirely new kitchen or bedroom.

智元 AgiBot (7)

  1. 智元 AgiBot
    AGIBOT Declares 2026 “Deployment Year On...2026-04-17
  2. 智元 AgiBot
    AGIBOT Unveils New Generation of Embodie...News and Information | 2026-04-17
  3. 智元 AgiBot
    AGIBOT and Longcheer Technology Achieve ...News and Information | 2026-04-14
  4. 智元 AgiBot
    AGIBOT Launches Genie Studio Agent to En...News and Information | 2026-04-13
  5. 智元 AgiBot
    AGIBOT Demonstrates Fully Autonomous Hum...News and Information | 2026-04-10

04 CN PHOTONICS · 公告流

0 items
CN 源 尚未实装 (TIER-1 下一步)
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