NEWS
2763 articlesSkild AI's $4.5B Series B reveals foundation model valuations built on narrative rather than verified deployments, with 467x revenue multiples and zero disclosed enterprise customers.
Skild AI closes $1.4B Series C led by SoftBank, reaching $14B valuation on foundation model robotics AI platform claiming omni-bodied control across heterogeneous robot morphologies.
Symbotic's Fox Robotics acquisition extends dock automation capabilities, but integration risks and unproven unit economics limit confidence despite a compelling $22.3B backlog thesis.
MDA Space converts five decades of Canadarm heritage into commercial growth, targeting $1.5B annualized revenue with SKYMAKER and defense expansion via 49North.
GE Vernova's internal automation capabilities support manufacturing efficiency, but robotics exposure remains unquantified and unproductized. Worth monitoring for future disclosure.
Deep Trekker, acquired by Halma for $47.6M in 2022, operates inspection-class ROVs across 80+ countries but faces autonomy and AI-first competition pressure.
Eve Air Mobility's eVTOL certification hinges on late-2027 targets and converting 95% non-binding commitments into firm orders, with only $250M locked from Revo.
Physical Intelligence raises $600M at $5.6B valuation on foundation model thesis, but zero deployments and leadership opacity raise diligence concerns.
Physical Intelligence's $5.6B valuation draws scrutiny: credible AI thesis undermined by funding opacity, zero verified deployments, and missing leadership disclosure.
Astrolab has secured NASA's Lunar Terrain Vehicle contract and positioned its FLEX rover as the backbone of commercial lunar logistics, though operational performance remains unproven.