Digit 已在亚马逊、GXO 等客户处执行搬运任务并产生收入,公司已获得 3 亿美元合同订单。 CEO Peggy Johnson 表示 Digit 已实现商业化,而计划今年秋季发布的第五代版本将具备感知人类的能力。
Agility Robotics 正在加利福尼亚州弗里蒙特开设一个6万平方英尺的设施,以训练其类人机器人,这个地点就在高速公路沿线,靠近特斯拉预计今年将开始生产其Optimus机器人的工厂。
特斯拉对Optimus的押注越来越大。埃隆·马斯克最近表示,他预计一旦Optimus“明年某个时候在特斯拉之外也能派上用场”,它将会“成为有史以来最大的产品”。
虽然Agility没有特斯拉的资本,但它拥有一款在现实世界中已经有用的机器人——Digit。这款机器人已经产生了收入,在制造和仓储环境中为亚马逊、GXO、舍弗勒和加拿大丰田制造公司等客户搬运箱子和桶:https://techcrunch.com/2026/02/19/toyota-hires-seven-agility-humanoid-robots-for-canadian-factory/。该公司表示,它已获得价值3亿美元的机器人合同订单。
“我们很高兴[特斯拉]与我们在同一地区,因为很长一段时间内,Agility都是独自发展,在类人机器人领域有其他公司与我们同行是件好事,”首席执行官佩吉·约翰逊(Peggy Johnson)告诉TechCrunch。“我们已经实现了商业化。我们现在知道进入这些设施并满足它们的安全标准、监管要求、合规性、接入其IT基础设施、接入其仓储管理系统需要做什么。”
Agility尚未披露已建造或部署了多少台Digit,但外部观察人士估计,有数十台在试运行或产生收入的部署中工作。例如,该公司表示,Digit已经在GXO物流设施搬运了超过10万个:https://www.agilityrobotics.com/content/digit-moves-over-100k-totes 箱子。
约翰逊目前正带领Agility进行一次反向并购:https://techcrunch.com/2026/07/05/this-humanoid-robotics-company-is-going-public-but-its-ceo-isnt-promising-a-robot-in-your-home-anytime-soon/,预计将在今年晚些时候使其成为公开市场上首家纯类人机器人公司。Agility成立于2015年,由一群开发出允许机器人安全双足行走的新技术的研究人员创立,公司正试图利用其领先优势,超越新一代受到人工智能启发的机器人初创公司,如Figure、1X、Bot Company或Sunday Robotics。
尽管基于Transformer的神经网络的出现促成了大型语言模型(LLM)的发展,并且也有望推动机器人行为的重大进展,Agility正在以一种务实的方式推进自主性。
“当你考虑自动驾驶汽车时,作为一个非类人例子,你真的不希望防抱死制动控制器由AI来控制,”Agility联合创始人兼董事长Damion Shelton告诉TechCrunch。“类人的比喻是,所有安全相关的东西都需要经过非生成式AI的路径,对吧?你不希望在安全栈上发挥创意。”
然而,AI确实实现了规模化的承诺。
“有一次[Quicktime发明者、Agility董事会成员Bruce Leak]问我们将如何为机器人编写应用程序时,我们并没有一个很好的答案,”Shelton说。“你能想象的机器人能做的事情的数量远远大于能够编程机器人的工程师数量。而生成式AI明确回答了这个问题。”
这个新设施旨在加速公司的机器人部署。Johnson表示,有超过30个客户正在与公司讨论部署Digit,而这个新设施将是这款六英尺高的机器人在与实际环境相似的环境中学习新技能的地方。
与许多新进入类人机器人领域的公司不同,Agility短期内并不计划提供家庭用类人机器人。这种观点与大多数独立机器人专家的看法一致,他们认为现今最强大的机器人尚不够安全,无法供消费者使用。Digit目前在无人环境中运行,但预计今年秋天亮相的第五代版本将具备感知人类的能力,不再需要仅限机器人的区域。
联合创始人兼首席机器人官Jonathan Hurst表示,仅在制造和物流领域就有大量工作可让Agility忙碌。
“让我们先从货箱和托盘开始,然后进行拣选和组装,”Hurst告诉TechCrunch。“然后让我们开始处理纸板,这真的很难,还有装卸拖车之类的任务。好了,现在我们有1亿台机器人了,你知道吗?一家万亿美元的公司。”
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Agility Robotics is opening a 60,000-square-foot facility to train its humanoid robots in Fremont, California, just up the highway from the factory where Tesla is expected to start manufacturing its Optimus robots this year.
Tesla has increasingly bet on Optimus. Elon Musk recently said he expects it to be “the biggest product ever” once it’s “useful outside of Tesla sometime next year.”
While Agility doesn’t have Tesla’s capital, it does have a robot, Digit, that is already useful in the real world. The robot is already generating revenue, carrying totes and bins in manufacturing and warehouse settings for customers like Amazon, GXO, Schaeffler, and Toyota Motor Manufacturing Canada:https://techcrunch.com/2026/02/19/toyota-hires-seven-agility-humanoid-robots-for-canadian-factory/. The company says it has secured $300 million in contract orders for its robots.
“It’s great to have [Tesla] in the same area as us, because really, for a long time Agility was out there alone, and it’s good to have others in the humanoid space,” CEO Peggy Johnson told TechCrunch. “We have commercialized. We now know what it takes to walk into these facilities and meet their safety bars, their regulatory bars, compliance, plug into their IT infrastructure, plug into their warehouse management system.”
Agility hasn’t disclosed how many Digits that it has built or deployed, but outside observers estimate that dozens have worked in pilot or revenue-generating deployments. The company has said, for example, that Digits have moved 100,000:https://www.agilityrobotics.com/content/digit-moves-over-100k-totes totes at a GXO logistics facility.
Johnson is currently leading Agility through a reverse-merger:https://techcrunch.com/2026/07/05/this-humanoid-robotics-company-is-going-public-but-its-ceo-isnt-promising-a-robot-in-your-home-anytime-soon/ that is expected to make it the first pure-play humanoid robot company on the public markets later this year. Founded in 2015 by a group of researchers who developed new techniques that allow robots to safely walk on two legs, Agility is trying to capitalize on its lead over a newer generation of AI-inspired robotic startups like Figure, 1X, the Bot Company, or Sunday Robotics.
While the arrival of transformer-based neural networks that helped give rise to LLMs also promises major advancements in robotic behavior, Agility is taking a practical approach to autonomy.
“When you think about self-driving cars, you know, as a non-humanoid example, you really don’t want the anti-lock brake controller under AI control,” Agility co-founder and chairman Damion Shelton told TechCrunch. “The analog with humanoids is all the safety stuff needs to go through a path that’s not generative AI, right? You don’t want to get creative with your safety stack.”
What AI does do, however, is deliver on the promise of scale.
“One of the first times [Bruce Leak, the Quicktime inventor who serves on Agility’s board] asked us how we were going to go about coding applications for the robot, we didn’t really have a good answer,” Shelton said. “The number of things you can imagine a robot doing is far larger than the number of engineers who can program robots. And generative AI answers that question definitively.”
The new facility is designed to accelerate the company’s robotic deployments. Johnson says more than 30 customers are in talks with the company about deploying Digit, and the new facility will be where the six-foot-tall robot learns new skills in environments similar to those it will experience in the field.
Unlike many of the newer entrants to the humanoid space, Agility isn’t planning to offer in-home humanoid robots anytime soon. It’s a view that jibes with that of most independent robotics experts, who believe today’s most powerful robots aren’t safe enough for consumer use. Digit operates in a human-free space right now, but the version 5, expected to be unveiled this fall, will have the ability to sense humans and won’t need to be kept in a robot-only zone.
Co-founder and chief robot officer Jonathan Hurst said there is plenty of work to keep Agility busy in manufacturing and logistics alone.
“Let’s start with the bins and the totes, and then let’s do the picking and the kitting,” Hurst told TechCrunch. “And then let’s like start working on cardboard, which is really hard, and loading and unloading tractor trailers and things like that. Okay, now we’re at 100 million robots, you know? A trillion-dollar company.”
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