值得关注的 19 家机器人公司
19 robotics companies to watch - by Kai Williams
Timothy B. Lee 的 Understanding AI 列出 19 家未来几年可能对机器人行业产生重大影响的机器人或通用机器人 AI 模型公司，作者与其中 9 家公司的 CEO 进行了访谈。2026 年上半年至少 621 家机器人公司（不含 Waymo）获得融资，总额约 318 亿美元，名单中过半公司成立于过去四年。
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I talked with nine of these companies.
The last few years have seen an explosion in the robotics industry. In the first half of 2026, at least 621 robotics companies (not including Waymo) received funding — some $31.8 billion in total.1 With all that froth, it can be hard to know which companies to pay attention to.
Below you’ll find my list of 19 companies that I expect to have a big impact on the robotics industry over the next few years. This list is the fruit of months of research — including interviews with the CEOs of several companies.
To keep things manageable, I’ll focus on companies that either directly make robots or make generalist AI models to control robots. I won’t include companies that only collect data, make components, or build infrastructure for robotics.
The current wave of robotics is very new — over half of the companies on my list were founded in the past four years — so it’s unclear which of these companies (if any) will come out on top. Regardless, the next few years are going to be very interesting for the industry.
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