STATE16 / GLOBAL LEADS
50 companies / 12 countries / capital and deployment signals / snapshot: September 2026.
STATE16 / PHYSICAL AI 50
50
NODES
DIRECTORY
50 companies
GLOBAL FOOTPRINT
12 countries
PHYSICAL AI LAYERS
6 categories
50 COMPANY SIGNALS
#01
Waymo
$27.1B tracked
Autonomous mobility
Founders: Sebastian Thrun, Anthony Levandowski, Chris Urmson
Founded: 2009 (Waymo formed 2016)
Country: United States
Waymo builds autonomous driving technology for ride-hailing and logistics. Its system combines mapping, perception, prediction and planning to move people and goods through real-world streets.
Public disclosures
#02
Anduril Industries
$11.4B total raised
Defense autonomy
Founders: Palmer Luckey, Trae Stephens, Brian Schimpf, Matt Grimm, Joe Chen
Founded: 2017
Country: United States
Anduril builds autonomous defense systems across air, land, sea and software. Its platform connects sensors, AI and hardware into a networked operating layer for missions in contested environments.
Public disclosures
#03
Shield AI
$3.6B total raised
AI pilots / autonomous defense
Founders: Brandon Tseng, Ryan Tseng, Andrew Reiter
Founded: 2015
Country: United States
Shield AI develops AI pilots for aircraft, drones and other autonomous systems. Its autonomy stack is designed to help machines operate in complex environments without constant human control.
Public disclosures
#04
Helsing
>$3B disclosed
Defense AI / autonomous systems
Founders: Niklas Köhler, Torsten Reil, Gundbert Scherf
Founded: 2021
Country: Germany
Helsing builds defense software and autonomous capabilities for real-time operations. Its AI systems fuse sensor data and operational context to support humans across air, land and maritime domains.
Public disclosures
#05
Saronic
$2.4B+ disclosed
Autonomous maritime systems
Founders: Dino Mavrookas, Rob Lehman, Vibhav Altekar
Founded: 2022
Country: United States
Saronic develops autonomous surface vessels for maritime security and defense. Its systems are designed to navigate, sense and coordinate at scale across contested waters.
Public disclosures
#06
Nuro
$2.3B+ total raised
Autonomous driving / delivery
Founders: Dave Ferguson, Jiajun Zhu
Founded: 2016
Country: United States
Nuro develops autonomous vehicles and the AI stack behind them for local delivery and mobility. Its purpose-built vehicles are designed to move goods through neighborhoods without a human driver.
Public disclosures
#07
Skild AI
$2B+ disclosed
Robotics foundation model
Founders: Deepak Pathak, Abhinav Gupta
Founded: 2023
Country: United States
Skild AI develops a general-purpose model for controlling robots across bodies and environments. Its approach aims to give machines adaptable skills for manipulation, navigation and collaboration.
Public disclosures
#08
Figure AI
~$2B+ disclosed
Humanoid robotics
Founder: Brett Adcock
Founded: 2022
Country: United States
Figure AI builds humanoid robots for work in logistics, manufacturing and other physical settings. Its robots combine vision, language and whole-body control to perform useful tasks around people.
Public disclosures
#09
Zipline
$1.8B+ disclosed
Autonomous drone logistics
Founders: Keller Rinaudo Cliffton, Keenan Wyrobek, Ryan Oksenhorn, William Hetzler
Founded: 2016
Country: United States
Zipline operates autonomous drone delivery networks for healthcare, food and retail. Its aircraft connect local distribution hubs to homes, clinics and communities with fast point-to-point delivery.
Public disclosures
#10
Apptronik
~$1B total capital
Humanoid robotics
Founders: Jeff Cardenas, Nick Paine
Founded: 2016
Country: United States
Apptronik develops humanoid robots for industrial and commercial work. Its Apollo platform is designed to handle repetitive physical tasks while working safely alongside people.
Public disclosures
#11
Applied Intuition
$1B+ disclosed
Autonomy infrastructure
Founders: Qasar Younis, Peter Ludwig
Founded: 2017
Country: United States
Applied Intuition builds simulation, testing and autonomy software for vehicles and machines. Its tools help automakers and industrial teams develop, validate and deploy AI systems in the physical world.
Public disclosures
#12
Quantum Systems
$1.2B latest round
Autonomous aerial systems
Founder: Florian Seibel
Founded: 2015
Country: Germany
Quantum Systems develops electric vertical takeoff and landing drones for mapping, intelligence and defense. Its aircraft combine autonomous flight, edge computing and multi-sensor data collection.
Public disclosures
#13
Agility Robotics
$721M tracked
Bipedal logistics robots
Founders: Jonathan Hurst, Damion Shelton
Founded: 2015
Country: United States
Agility Robotics builds Digit, a bipedal robot designed for material handling and repetitive logistics work. The company focuses on making dynamic robots useful in warehouses and factories.
Public disclosures
#14
Physical Intelligence
$1B+ disclosed
Robotics foundation models
Founders: Karol Hausman, Sergey Levine, Pieter Abbeel
Founded: 2024
Country: United States
Physical Intelligence develops general-purpose models that let robots understand instructions and perform tasks across different hardware. Its research focuses on a shared intelligence layer for embodied machines.
Public disclosures
#15
NEURA Robotics
$1.6B tracked
Cognitive robotics
Founder: David Reger
Founded: 2019
Country: Germany
NEURA Robotics builds cognitive robots that can see, hear, feel and learn alongside people. Its portfolio spans humanoids, service robots and the software infrastructure that connects their skills.
Public disclosures
#16
1X
$143M+ disclosed
General-purpose humanoids
Founder: Bernt Øyvind Børnich
Founded: 2014
Country: Norway
1X develops general-purpose humanoid robots for homes and workplaces. Its robots use embodied learning and human-centered design to take on everyday physical tasks.
Public disclosures
#17
Sanctuary AI
$140M+ disclosed
Dexterous humanoids
Founders: Geordie Rose, Suzanne Gildert
Founded: 2018
Country: Canada
Sanctuary AI builds dexterous humanoid robots for complex industrial work. Its Physical AI platform aims to let robots learn and execute tasks across changing environments.
Public disclosures
#18
Dexterity
$400M+ disclosed
Warehouse manipulation
Founder: Saurabh Saxena
Founded: 2017
Country: United States
Dexterity creates AI-powered robots for high-throughput warehouse and distribution tasks. Its systems combine manipulation, perception and control to handle cases, parcels and pallet workflows.
Public disclosures
#19
Covariant
$220M+ disclosed
Robotics foundation models
Founders: Pieter Abbeel, Peter Chen, Rocky Duan
Founded: 2017
Country: United States
Covariant develops robotics foundation models that enable robots to learn manipulation from data. The company targets warehouse picking and other variable tasks that are difficult to automate with fixed programming.
Public disclosures
#20
Boston Dynamics
Alphabet-backed
Mobile robotics
Founder: Marc Raibert
Founded: 1992
Country: United States
Boston Dynamics engineers highly mobile robots for industrial inspection, logistics and research. Its Spot and Atlas platforms combine advanced locomotion with increasingly intelligent perception and control.
Public disclosures
#21
Aurora Innovation
$2B+ disclosed
Autonomous trucking
Founders: Chris Urmson, Drew Bagnell, Sterling Anderson
Founded: 2017
Country: United States
Aurora develops the Aurora Driver, an autonomous driving system for trucks and passenger vehicles. The company is working with major transportation partners to move autonomy toward commercial deployment.
Public disclosures
#22
Cruise
GM-backed
Robotaxi systems
Founders: Kyle Vogt, Dan Kan
Founded: 2013
Country: United States
Cruise develops self-driving vehicle technology for urban transportation. Its stack combines autonomous perception, planning and fleet operations for robotaxi-style services.
Public disclosures
#23
Zoox
Amazon-backed
Purpose-built robotaxis
Founders: Tim Kentley-Klay, Jesse Levinson
Founded: 2014
Country: United States
Zoox designs purpose-built autonomous vehicles and the software to operate them as a mobility service. Its bidirectional robotaxi architecture is built around a future without a traditional driver cockpit.
Public disclosures
#24
Pony.ai
$1B+ disclosed
Autonomous mobility
Founders: James Peng, Lou Tiancheng
Founded: 2016
Country: China / United States
Pony.ai develops autonomous driving systems and robotaxi services across China and international markets. It works across passenger mobility, trucking and vehicle partnerships to commercialize Level 4 autonomy.
Public disclosures
#25
WeRide
$1B+ disclosed
Autonomous mobility
Founder: Tony Han
Founded: 2017
Country: China
WeRide builds autonomous driving products for robotaxis, robobuses, robovans and trucking. The company combines software, sensor integration and fleet operations for deployments in multiple countries.
Public disclosures
#26
Wayve
$1.3B+ disclosed
Embodied driving AI
Founders: Alex Kendall, Amar Shah
Founded: 2017
Country: United Kingdom
Wayve develops an embodied AI driving platform that learns from real-world road data. Its goal is to deliver adaptable autonomous driving software that can be integrated into vehicles from multiple automakers.
Public disclosures
#27
Waabi
$1B disclosed
Generative driving AI
Founder: Raquel Urtasun
Founded: 2021
Country: Canada
Waabi builds generative AI systems for autonomous trucks and robotaxis. Its simulator-first approach is designed to train and validate driving intelligence across rare and complex scenarios.
Public disclosures
#28
Torc Robotics
Daimler Truck-backed
Autonomous trucking
Founder: Michael Fleming
Founded: 2005
Country: United States
Torc Robotics develops autonomous trucking technology for long-haul freight. As part of Daimler Truck, it is focused on integrating self-driving systems into production truck operations.
Public disclosures
#29
Gatik
$150M+ disclosed
Middle-mile autonomy
Founders: Gautam Narang, Apeksha Kumar
Founded: 2017
Country: United States
Gatik operates autonomous middle-mile delivery vehicles for retailers and logistics partners. Its systems are designed for repeatable hub-to-store routes with high operational reliability.
Public disclosures
#30
Einride
$650M+ disclosed
Electric freight autonomy
Founder: Robert Falck
Founded: 2016
Country: Sweden
Einride combines electric freight vehicles, autonomous trucks and a digital freight platform. The company helps logistics operators plan and run lower-emission transport networks.
Public disclosures
#31
Oxa
$100M+ disclosed
Industrial autonomy
Founder: Paul Newman
Founded: 2014
Country: United Kingdom
Oxa develops autonomy software for industrial vehicles, mining, agriculture and transportation. Its platform is designed to turn existing machines into adaptable autonomous systems.
Public disclosures
#32
May Mobility
$300M+ disclosed
Autonomous shuttles
Founder: Edwin Olson
Founded: 2017
Country: United States
May Mobility deploys autonomous shuttles for campuses, neighborhoods and public transit networks. Its fleet platform uses AI to provide shared mobility on repeatable routes.
Public disclosures
#33
Starship Technologies
$200M+ disclosed
Sidewalk delivery robots
Founders: Ahti Heinla, Janus Friis
Founded: 2014
Country: Estonia
Starship Technologies operates small autonomous delivery robots for campuses, neighborhoods and cities. The robots deliver food, groceries and parcels using computer vision and remote assistance.
Public disclosures
#34
Serve Robotics
$250M+ disclosed
Sidewalk delivery robots
Founder: Ali Kashani
Founded: 2017
Country: United States
Serve Robotics builds sidewalk delivery robots for restaurants, retailers and last-mile logistics. Its autonomous fleet is designed to move small orders efficiently through urban environments.
Public disclosures
#35
Wing
Alphabet-backed
Autonomous drone delivery
Founders: James Ryan Burgess, Adam Woodworth
Founded: 2012
Country: United States
Wing develops autonomous delivery drones for fast local delivery of food, medicine and retail goods. The Alphabet company operates networks that coordinate aircraft, routes, loading and customer drop-off.
Public disclosures
#36
Matternet
$125M+ disclosed
Healthcare drone networks
Founders: Andreas Raptopoulos, Paola Santana
Founded: 2011
Country: United States
Matternet builds autonomous drone networks for healthcare and urban logistics. Its aircraft and software connect hospitals, labs and distribution hubs for time-sensitive deliveries.
Public disclosures
#37
Flytrex
$60M+ disclosed
Drone delivery
Founder: Yariv Bash
Founded: 2013
Country: Israel
Flytrex develops autonomous drone delivery services for food and retail orders. Its platform manages aircraft, delivery operations and neighborhood drop-off from local launch sites.
Public disclosures
#38
Skydio
$570M+ disclosed
Autonomous drones
Founders: Adam Bry, Abe Bachrach, Matt Donahoe
Founded: 2014
Country: United States
Skydio builds autonomous drones powered by computer vision and onboard AI. Its aircraft support inspection, public safety, defense and industrial teams that need reliable flight without manual piloting.
Public disclosures
#39
Exyn Technologies
$100M+ disclosed
Autonomous aerial mapping
Founder: Nader Elm
Founded: 2014
Country: United States
Exyn develops autonomous aerial robots for GPS-denied industrial environments. Its systems map mines, warehouses and infrastructure while reducing the need to send people into hazardous spaces.
Public disclosures
#40
Gecko Robotics
$270M+ disclosed
Infrastructure inspection
Founder: Jake Loosararian
Founded: 2013
Country: United States
Gecko Robotics builds inspection robots and data systems for critical infrastructure. Its robots collect high-resolution information from assets such as power plants, ships and industrial facilities.
Public disclosures
#41
Outrider
$180M+ disclosed
Autonomous yard operations
Founder: Andrew Smith
Founded: 2017
Country: United States
Outrider develops autonomous yard operations for logistics hubs and distribution centers. Its electric yard trucks move trailers and containers while software coordinates repetitive freight flows.
Public disclosures
#42
Blue Ocean Robotics
$50M+ disclosed
Service robotics
Founders: Claus Risager, John Erland Østergaard
Founded: 2013
Country: Denmark
Blue Ocean Robotics builds and commercializes service robots for hospitals, offices and public spaces. Its robot venture factory model creates specialized products for cleaning, disinfection and delivery.
Public disclosures
#43
UBTECH Robotics
$700M+ disclosed
Humanoid robotics
Founder: Zhou Jian
Founded: 2012
Country: China
UBTECH develops humanoid and service robots with in-house hardware, motion control and embodied AI. Its Walker and related platforms target manufacturing, logistics, education and commercial environments.
Public disclosures
#44
Unitree Robotics
$843M tracked
Quadruped and humanoid robots
Founder: Wang Xingxing
Founded: 2016
Country: China
Unitree Robotics builds quadruped and humanoid robots with a focus on accessible hardware and agile movement. Its platforms are used in research, education, entertainment and emerging industrial applications.
Public disclosures
#45
Galbot
$986M tracked
General-purpose robotics
Founder: Wang He
Founded: 2023
Country: China
Galbot develops general-purpose embodied robots for retail, industrial, logistics and healthcare settings. Its systems combine robot hardware with models that learn manipulation and interaction skills.
Public disclosures
#46
Fourier Intelligence
$300M+ disclosed
Rehabilitation and humanoid robotics
Founder: Alex Gu
Founded: 2015
Country: Singapore
Fourier Intelligence develops rehabilitation robots, exoskeletons and humanoid platforms. The company combines medical robotics experience with embodied intelligence for therapy, mobility and industrial use.
Public disclosures
#47
AgiBot
$400M+ disclosed
Embodied intelligence
Founders: Peng Zhihui, Daniel Jiang, Yan Xiong
Founded: 2023
Country: China
AgiBot develops general-purpose embodied robots and the AI ecosystem around them. Its product line spans humanoids and other robot forms for manufacturing, commercial service and household scenarios.
Public disclosures
#48
Rapyuta Robotics
$50M+ disclosed
Cloud robotics
Founders: Gajamohan Mohanarajah, Arudchelvan Krishnamoorthy
Founded: 2014
Country: Japan
Rapyuta Robotics provides cloud robotics software and autonomous machines for logistics. Its platform coordinates fleets such as picking robots and autonomous forklifts in warehouses.
Public disclosures
#49
Mentee Robotics
Acquired by Mobileye
Personalized humanoids
Founders: Amnon Shashua, Shai Shalev-Shwartz, Lior Wolf
Founded: 2022
Country: Israel
Mentee Robotics develops humanoid robots that learn through human mentoring and few-shot instruction. Its vertically integrated approach combines perception, sensing, hardware and AI for homes and industrial work.
Public disclosures
#50
Rainbow Robotics
Public / disclosed
Collaborative robotics
Founders: Oh Jun-ho, Kim Seung-jin
Founded: 2011
Country: South Korea
Rainbow Robotics develops collaborative robots, mobile platforms and humanoid research robots. Its hardware and control systems support manufacturing, logistics, education and research.
Public disclosures
Methodology
STATE16 tracks this landscape through publicly announced equity, preferred-equity and tracked venture capital. Totals can vary by source and by whether parent-company capital, debt or public-market funding is included.
Research by STATE16 · Sources checked: company disclosures, funding announcements and market trackers