TL;DR

Autonomy is scaling fast as Kodiak rolls out its first factory-built self-driving truck, Nvidia and OpenAI back a multibillion-dollar UK AI infrastructure push, and HARR-E brings on-demand robotics to urban trash collection.

Nvidia and OpenAI to back major investment in UK AI infrastructure

Nvidia and OpenAI are joining forces to support a multibillion-dollar investment in the UK’s AI infrastructure, aiming to strengthen the country’s position as a global leader in artificial intelligence. The funding will go toward building advanced data centers, expanding access to cutting-edge GPUs, and supporting research in AI and robotics. UK officials say the investment will accelerate innovation across industries, from healthcare to autonomous systems, while reducing dependence on foreign compute resources. The move highlights the growing geopolitical significance of AI infrastructure in shaping economic competitiveness.

Major Takeaway: With Nvidia and OpenAI backing, the UK is set to rapidly expand its AI capabilities—building the compute backbone needed for future breakthroughs in robotics and beyond. Read More

Kodiak Robotics delivers its first factory-made autonomous truck

Kodiak Robotics has rolled out its first factory-produced autonomous truck, marking a milestone in the commercialization of self-driving freight. Built in partnership with a major OEM, the truck integrates Kodiak’s autonomous driving system directly on the factory floor rather than as a retrofit. This streamlines production, improves reliability, and signals readiness for large-scale deployment. The company says the trucks will be used in long-haul freight operations, targeting cost savings and efficiency for logistics providers while addressing driver shortages.

Major Takeaway: By moving from retrofits to factory production, Kodiak is signaling that autonomous trucking is shifting from experimental pilots to scalable, real-world deployment. Read More

New HARR-E robot lets you summon trash pickup like Uber for your garbage

A new service featuring the HARR-E robot is bringing on-demand waste collection to neighborhoods, letting residents summon trash pickup through an app much like calling an Uber. The autonomous, wheeled robot navigates streets to collect garbage and transport it to designated processing points. Designed to reduce missed collections and improve urban cleanliness, HARR-E also integrates with smart city infrastructure for efficient routing and scheduling. Developers see the system as a scalable way to modernize waste management and cut reliance on traditional collection trucks.

Major Takeaway: By turning trash collection into an on-demand robotic service, HARR-E shows how everyday city infrastructure is getting smarter, cleaner, and more autonomous. Read More

About Lucid Bots

Founded in 2018, Lucid Bots is an AI robotics company that is committed to uplifting humanity by building the world's most productive and responsible robots that can do dangerous and demanding tasks.

Headquartered in Charlotte, the company engineers, manufactures, and supports its products domestically, which include the Sherpa, a cleaning drone, and the Lavo Bot, a pressure-washing robot.

Lucid Bots' products are elevating safety and efficiency for a growing number of customers around the world. Lucid is a Y Combinator-backed company, with investments from Cubit Capital, Idea Fund Partners, Danu Ventures, and others. Lucid Bots was recently recognized as the fastest growing robotics manufacturer in the United States.

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TL;DR

This week’s robotics rundown covers the U.S. Air Force adopting autonomous aircraft, NVIDIA powering the next AI and robotics wave, Finland investing in demining robots, and ex-Amazon execs raising $20M to automate housing construction.

United States Air Force Signs Purchase Agreement with Reliable Robotics

The U.S. Air Force has signed a purchase agreement with Reliable Robotics, a company specializing in autonomous flight systems, to accelerate the adoption of remotely piloted and fully automated aircrafts. Reliable’s technology focuses on certifiable autonomy, allowing planes to operate with reduced or no onboard crew while maintaining high safety standards. The deal is part of the Air Force’s broader push to modernize logistics, surveillance, and cargo transport with cost-effective, flexible autonomy solutions. This agreement also signals growing military confidence in private-sector innovations to strengthen national defense capabilities.

Major Takeaway: By partnering with Reliable Robotics, the Air Force is moving closer to deploying fully autonomous aircraft—reshaping military logistics and highlighting the Pentagon’s commitment to next-gen aviation technology. Read More

Amazon, Meta Among Early Adopters of NVIDIA Blackwell Platform for Generative AI and Robotics

Amazon, Meta, and other major tech firms are among the first adopters of NVIDIA’s new Blackwell platform, designed to supercharge generative AI and robotics workloads. The platform combines advanced GPUs, optimized software, and scalable infrastructure, making it easier to train and deploy large AI models as well as physically capable robots. Early users are expected to leverage Blackwell for applications ranging from warehouse automation to immersive AI-driven virtual environments. By partnering with industry leaders, NVIDIA is aiming to set the new standard for high-performance computing in robotics and AI.

Major Takeaway: With Blackwell, NVIDIA is positioning itself at the core of the next AI and robotics boom—providing the compute backbone that will drive both digital intelligence and real-world automation. Read More

Finland seeks demining robots amid exploding focus on combat robotics

Finland is stepping up its investment in military robotics with plans to acquire demining robots capable of clearing explosives from conflict zones. The initiative comes as part of a broader European trend toward integrating robotic systems into defense operations, including logistics, surveillance, and frontline support. Demining robots are seen as especially critical for protecting soldiers while speeding up recovery in war-torn areas. The move underscores how militaries are looking to robotics not just for combat roles but also for lifesaving tasks in hazardous environments.

Major Takeaway: Finland’s push for demining robots highlights how defense robotics is expanding beyond combat—focusing on safety, efficiency, and protecting human lives in high-risk zones. Read More

These former Amazon Robotics executives just landed $20 million to tackle the housing crisis

A team of former Amazon Robotics executives has raised $20 million in funding to launch a new company aimed at addressing the housing crisis with advanced robotics. The startup plans to build robotic systems that automate key parts of housing construction, from prefabrication to on-site assembly, with the goal of lowering costs and speeding up building timelines. By leveraging their experience scaling robotics in warehouses, the founders believe they can bring similar efficiency and automation to construction. The funding round reflects growing investor interest in applying robotics to solve major societal challenges like affordable housing.

Major Takeaway: By bringing warehouse automation expertise into construction, these former Amazon leaders aim to speed up housing production and lower costs—potentially reshaping how homes are built. Read More

About Lucid Bots

Founded in 2018, Lucid Bots is an AI robotics company that is committed to uplifting humanity by building the world's most productive and responsible robots that can do dangerous and demanding tasks.

Headquartered in Charlotte, the company engineers, manufactures, and supports its products domestically, which include the Sherpa, a cleaning drone, and the Lavo Bot, a pressure-washing robot.

Lucid Bots' products are elevating safety and efficiency for a growing number of customers around the world. Lucid is a Y Combinator-backed company, with investments from Cubit Capital, Idea Fund Partners, Danu Ventures, and others. Lucid Bots was recently recognized as the fastest growing robotics manufacturer in the United States.

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NVIDIA just announced a milestone that signals more than progress — it signals a shift in history. Over 2 million robotics developers are now building on its platforms, from Isaac Sim for simulation to Jetson for edge AI computing. This isn’t just a developer count; it’s the early scaffolding of the next industrial revolution.

The first industrial revolution mechanized human labor. The second scaled it with electricity and assembly lines. The third digitized it with computing and the internet. Now, the fourth industrial revolution is physical again — driven by embodied AI and robotics that can perceive, decide, and act in the real world.

At Lucid Bots, we are building for this moment. Our focus is on developing robotic systems that take on dangerous, dirty, and time-intensive jobs and preserve human value. We’re pushing forward technologies that protect people while scaling efficiency — transforming how work gets done in the built world.

NVIDIA as the Backbone of the Revolution

For Lucid Bots, NVIDIA’s ecosystem is more than validation — it’s infrastructure.

• Isaac Sim provides photorealistic simulation environments where we maintain digital twins of our Lavo Bot robots and Sherpa Drones. We run software-in-the-loop (SITL) and hardware-in-the-loop (HIL) regression tests with stereo, RGB-D, LiDAR, and IMU sensor models. This tightens the sim-to-real loop and reduces risky, expensive field iterations.
  
  
• Isaac ROS GEMs are core to our autonomy stack. With Visual SLAM, our drones and ground robots gain a strong sense of position in real time even when GPS is weak or unavailable. For recurring missions, Map Localization enables a robot to recognize a site and align to a saved map within seconds. Together, these capabilities shorten deployment times, reduce operator workload, and ensure consistent, repeatable performance in tasks like high-precision surface cleaning, data capture, and inspection.
  
  
• Jetson edge compute powers real-time autonomy, enabling perception, obstacle avoidance, and sensor fusion directly onboard our robots.
  
  

Combined with a global community of 2M+ developers, this infrastructure accelerates R&D, de-risks deployment, and ensures Lucid Bots can move faster than the market.

The Market in Transition

We believe this revolution is already underway. Just as factories a century ago transformed productivity with machines, industries today will transform safety and efficiency with intelligent robots.

• Property and facilities management is a $1T+ global market, facing rising costs, labor shortages, and regulatory pressure.
• Legacy approaches — scaffolding, diesel light towers, and manual cleaning — are relics of the last era.
• Robotics doesn’t just replace these methods; it leapfrogs them, delivering safer, cleaner, and more cost-effective outcomes at scale.

Why Lucid Bots, Why Now

The industrial revolutions of the past favored companies that seized the moment when the right infrastructure converged with unmet demand. That’s exactly where we are today. NVIDIA’s milestone proves the infrastructure is here. The demand for safer, more efficient operations is only accelerating.

Lucid Bots is positioned at this intersection. Our systems are not science projects — they are field-tested, revenue-generating platforms, designed for immediate deployment at scale.

For investors and pioneers, the story is clear: the fourth industrial revolution is no longer on the horizon. We’re building it — and delivering it — now.

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TL;DR

This week, small autonomous bots are transforming how solar farms are built, slashing labor needs and speeding renewable energy projects.

Morgan Stanley projects AI and robotics could save S&P 500 companies $920 billion annually, underscoring automation’s massive economic impact. And with backing from Bill Gates and Nvidia, FieldAI is gearing up to bring adaptable, AI-powered robots into agriculture and beyond.

These little robots are changing the way solar farms are built, saving time and money

Tiny autonomous robots are being deployed to streamline solar farm construction, cutting both time and costs. Unlike traditional methods that rely on large crews and heavy machinery, these compact machines can handle tasks like carrying panels, positioning them precisely, and even assisting with installation in rough or uneven terrain.

Developers say the robots not only improve efficiency but also reduce labor shortages and safety risks on massive solar sites. With renewable energy projects scaling rapidly, these small bots could play an outsized role in accelerating the clean energy transition.

Major Takeaway: By automating repetitive, labor-intensive tasks, small robots are making it faster, cheaper, and safer to build large-scale solar farms—helping speed the rollout of renewable power. Read More

Morgan Stanley says AI and robots could save S&P 500 companies $920 billion a year

A new Morgan Stanley report estimates that agentic AI systems and robotics could cut annual costs for S&P 500 companies by as much as $920 billion. The savings would come from automating knowledge work, streamlining operations, and reducing labor-intensive tasks across industries.

Analysts highlight that the biggest impact will likely be in areas like customer support, logistics, and manufacturing, though adoption timelines will vary by sector. While the report notes efficiency gains, it also acknowledges potential disruptions to jobs as automation scales.

Major Takeaway: AI and robotics aren’t just about futuristic tech—they represent one of the biggest cost-saving opportunities in corporate history, with massive productivity gains but real risks for the workforce. Read More

Bill Gates, Nvidia back robotics startup FieldAI to accelerate automation in agriculture and beyond

FieldAI, a robotics startup focused on applying AI and automation to agriculture and other industries, has raised new funding from big-name backers including Bill Gates and Nvidia. The company is building adaptable robots that can perform multiple tasks—from harvesting crops to managing logistics—using advanced computer vision and AI models.

Support from Nvidia will help integrate cutting-edge simulation and compute resources, while Gates’ involvement underscores the potential for robotics to improve food security and sustainability. FieldAI aims to scale its platform to tackle labor shortages and boost efficiency across global industries.

Major Takeaway: With support from Gates and Nvidia, FieldAI is positioning itself as a key player in bringing AI-powered robotics to agriculture—an industry ripe for efficiency gains and innovation. Read More

About Lucid Bots

Founded in 2018, Lucid Bots is an AI robotics company that is committed to uplifting humanity by building the world's most productive and responsible robots that can do dangerous and demanding tasks.

Headquartered in Charlotte, the company engineers, manufactures, and supports its products domestically, which include the Sherpa, a cleaning drone, and the Lavo Bot, a pressure-washing robot.

Lucid Bots' products are elevating safety and efficiency for a growing number of customers around the world. Lucid is a Y Combinator-backed company, with investments from Cubit Capital, Idea Fund Partners, Danu Ventures, and others. Lucid Bots was recently recognized as the fastest growing robotics manufacturer in the United States.

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Welcome to the first edition of Robot Rundown’s Founders Spotlight, a series dedicated to showcasing the innovators shaping the future of robotics.
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Today, we're featuring UnitX, a company that's gone from just a handful of images to inspecting billions of dollars in products.

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Back in 2018, Keven Wang saw a massive gap in manufacturing quality control — slow, costly, and inconsistent inspections.

His answer? Build a robotics company that fuses AI, optics, and edge hardware to accelerate human productivity.

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Numbers: Today, UnitX has 820+ systems running in 135+ factories worldwide, inspecting $6.1B of product annually.

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Products: UnitX makes money from AI inspection platforms, software licenses, and service subscriptions.

Their lineup includes FleX, an AI-powered inline inspection system that deploys in under a week, and GenX, a generative AI tool that can train defect detectors from as few as three images.

Paired with software-defined imaging system, core AI brand and edge computing devices, these systems catch defects faster, with higher accuracy, and at massive scale.

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Coolest milestone: Using their GenX system, with just 3 images, GenX will synthetic defect images. This will enhance the AI models training efficiency and enhance detection accuracy. It deployed at a Tier-1 EV battery line — slashing defect “escapes” by 9X.

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What’s next: The Global FleX/GenX rollout with top-tier unicorn brands and systems integrator partners across automotive, EV, and electronics.

The next 12 months are all about scaling worldwide.

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Funding: UnitX has raised $59M to date — enough to put them in the upper tier of industrial AI players.

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Most misunderstood: “We’re not just software—we’re a Robotics 2.0 company integrating AI, imaging system, and edge hardware”

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Founder tip: “Design for deployment speed and reliability, prove ROI fast, and productize serviceability from day one.”

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The robotics company is quietly positioning itself to redefine factory floors worldwide — and if they execute, this could be the kind of infrastructure play that’s hard to dislodge.

TL;DR

NVIDIA is supercharging robot development with new Omniverse libraries, physics-accurate AI models, and scalable compute to speed simulation and deployment. In Los Angeles, Cosmic Buildings and ABB Robotics are bringing mobile microfactories to wildfire zones, producing modular homes on-site. Huntington Beach PD is adding drones for policing and search-and-rescue, while Flytrex just scored FAA approval for nationwide BVLOS deliveries—paving the way for large-scale, cost-effective drone logistics.

NVIDIA Opens Portals to World of Robotics With New Omniverse Libraries, COSMOS Physical AI Models, and AI Computing Infrastructure

NVIDIA has unveiled a suite of new robotics tools, including expanded Omniverse libraries, COSMOS physical AI models, and upgraded AI computing infrastructure to accelerate robot design, simulation, and deployment. The Omniverse updates add richer digital twin capabilities, while COSMOS delivers physics-accurate models for more realistic AI training. NVIDIA is also scaling its cloud-based compute offerings to handle increasingly complex simulations, aiming to reduce development time from months to weeks. These advancements target a wide range of sectors—from manufacturing to logistics—by enabling more capable and adaptable robots.

Major Takeaway: NVIDIA’s latest toolkit blends realistic physics, powerful simulation, and scalable compute, giving robotics developers the means to build smarter, more capable machines faster than ever. Read More

Cosmic Buildings uses ABB Robotics to create robotic microfactories for rebuilding after Los Angeles wildfires

Construction startup Cosmic Buildings is teaming up with ABB Robotics to deploy mobile microfactories that can rapidly produce modular housing components in areas devastated by wildfires around Los Angeles. These container-sized facilities house robotic arms capable of fabricating walls, floors, and other structural elements on-site, cutting transportation needs and speeding up rebuilding. The system is designed to be scalable and relocatable, enabling fast response to disaster zones and reducing reliance on centralized factories. Cosmic aims to use the approach to deliver affordable, sustainable housing more quickly in both emergency and long-term projects.

Major Takeaway: By combining mobile microfactories with robotic automation, Cosmic and ABB are rethinking how to rebuild communities—bringing manufacturing to the disaster site instead of the other way around. Read More

Huntington Beach Adds Drones To Police Force

The Huntington Beach Police Department is expanding its aerial capabilities by adding drones to its toolkit for crime prevention and emergency response. The drones will be used for tasks such as monitoring large events, aiding in search-and-rescue operations, and providing real-time aerial perspectives during active incidents. Equipped with high-resolution cameras and thermal imaging, they can operate day or night and relay critical information to officers on the ground. Police officials emphasize that the program will follow privacy guidelines and aim to enhance public safety without replacing human officers.

Major Takeaway: Huntington Beach is joining a growing list of cities adopting drones for policing, highlighting how aerial robotics are becoming a standard tool for faster, safer, and more informed law enforcement. Read More

Flytrex approved by FAA for nationwide BVLOS drone delivery

Flytrex has received Federal Aviation Administration (FAA) approval to conduct nationwide drone deliveries beyond the visual line of sight (BVLOS), a milestone that removes one of the biggest regulatory barriers for large-scale operations. The Israeli startup already delivers food and retail goods in several U.S. cities, and this new clearance will allow it to expand to more regions without the need for visual observers. Flytrex says BVLOS capability will make drone delivery more cost-effective and scalable, potentially transforming last-mile logistics for suburban and rural areas.

Major Takeaway: With BVLOS approval, Flytrex is poised to take drone delivery mainstream—unlocking broader coverage, lower costs, and faster service across the U.S. Read More

About Lucid Bots

Founded in 2018, Lucid Bots is an AI robotics company that is committed to uplifting humanity by building the world's most productive and responsible robots that can do dangerous and demanding tasks. Headquartered in Charlotte, the company engineers, manufactures, and supports its products domestically, which include the Sherpa, a cleaning drone, and the Lavo Bot, a pressure-washing robot. Lucid Bots' products are elevating safety and efficiency for a growing number of customers around the world. Lucid is a Y Combinator-backed company, with investments from Cubit Capital, Idea Fund Partners, Danu Ventures, and others. Lucid Bots was recently recognized as the fastest growing robotics manufacturer in the United States.

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