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The Robotics Stack

The definitive tracker for robotics companies — humanoid robots, industrial automation, and the physical AI revolution.

11
Companies Tracked
$36B
Total Funding Raised
6
Pre-IPO Companies
1
S-1 Filed
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Top Robotics Companies
Ranked by valuation — 11 companies tracked
1
Waymo Pre-IPO

Waymo leads autonomous vehicles — $45B valuation, $11B raised, commercial robotaxis live in multiple US cities. Track IPO readiness and funding timeline.

Valuation: $45B Raised: $11.15B Series C
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2
Figure AI Pre-IPO

Figure AI builds general-purpose humanoid robots for real-world labor. Valued at $39B — one of the fastest-funded robotics companies. Track IPO timeline.

Valuation: $39B Raised: $754M Series A
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3
Mobileye S-1 Filed

Intel-owned advanced driver assistance and self-driving technology company.

Valuation: $18B Raised: $15.3B Public
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4
Nuro Pre-IPO

Autonomous delivery robot company bringing self-driving vehicles to last-mile logistics.

Valuation: $8.6B Raised: $1.69B Series C
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5
Apptronik Pre-IPO

Humanoid robot company building Apollo for logistics, manufacturing, and commercial applications.

Valuation: $5.5B Raised: $350M Series B
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6
Aurora Innovation public

Self-driving technology company focused on autonomous trucking for commercial freight.

Valuation: $4.5B Raised: $3.6B Public
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7
Zoox acquired

Amazon-owned robotaxi company developing a purpose-built bidirectional autonomous vehicle.

Valuation: $3.2B Raised: $1B Acquired
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8
Covariant Pre-IPO

AI robotics company building a universal robot brain for warehouse and logistics automation.

Valuation: $2.7B Raised: $222M Series C
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9
Boston Dynamics acquired

Hyundai-owned robotics company building the world's most advanced dynamic robots including Spot and Atlas.

Valuation: $2.1B Raised: $1.1B Acquired
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10
Bright Machines Pre-IPO

AI-powered software-defined manufacturing platform automating assembly lines with intelligent robots.

Valuation: $1.6B Raised: $385M Series B
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11
Hadrian private

Autonomous precision manufacturing company building the factory-of-the-future for defense and aerospace.

Valuation: $500M Raised: $117M Series B
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IPO Watchlist
Expected to IPO in next 12-24 months
Waymo 12-18 months
Waymo leads autonomous vehicles — $45B valuation, $11B raised, commercial robotaxis live in multiple US cities. Track IPO readiness and funding timeline.
$45B IPO Readiness
83
Nuro 18-24 months
Autonomous delivery robot company bringing self-driving vehicles to last-mile logistics.
$8.6B IPO Readiness
66
Mobileye S-1 Filed — Imminent
Intel-owned advanced driver assistance and self-driving technology company.
$18B IPO Readiness
59
Figure AI 24-36 months
Figure AI builds general-purpose humanoid robots for real-world labor. Valued at $39B — one of the fastest-funded robotics companies. Track IPO timeline.
$39B IPO Readiness
53
Covariant 24-36 months
AI robotics company building a universal robot brain for warehouse and logistics automation.
$2.7B IPO Readiness
52
Apptronik 24-36 months
Humanoid robot company building Apollo for logistics, manufacturing, and commercial applications.
$5.5B IPO Readiness
49
Bright Machines 24-36 months
AI-powered software-defined manufacturing platform automating assembly lines with intelligent robots.
$1.6B IPO Readiness
49
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Sector Pipeline
Company count by funding stage
Series A
1
Series B
3
Series C
3
Acquired
2
Public
2
💰
Recent Funding Rounds
Latest deals in the Robotics sector
Apptronik
Series B · Aug 2024
$320M
Led by Google, Mercedes-Benz
Figure AI
Series A · Feb 2024
$675M
Led by Microsoft, OpenAI
Covariant
Series C · Dec 2023
$75M
Led by NVIDIA, Sequoia Capital
Hadrian
Series B · Nov 2023
$90M
Led by Andreessen Horowitz, Lux Capital
Waymo
Series C · Aug 2023
$5.6B
Led by Alphabet, Andreessen Horowitz
Apptronik
Series A · Oct 2022
$14.5M
Led by Capital Factory
Figure AI
Seed · Oct 2022
$70M
Led by Parkway Venture Capital
Hadrian
Series A · Jan 2022
$35M
Led by Andreessen Horowitz, Lux Capital
Aurora Innovation
SPAC / IPO · Nov 2021
$1.8B
Led by Reinvent Technology Partners Y
Nuro
Series C · Nov 2021
$500M
Led by Tiger Global, Baillie Gifford
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Sector Themes
Key narratives driving the Robotics sector in 2026
1

Humanoid robots achieving general-purpose dexterity in 2026

2

Physical AI foundation models powering multi-robot coordination

3

Automotive plants as the first mass deployment vector for humanoids

4

Warehouse automation creating $100B+ incumbent disruption opportunity

5

Robot-as-a-Service models replacing CapEx purchase cycles

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