NEWS

2763 articles
ASU Researchers: Company Profile infrastructure

ASU's robotics ecosystem spans 25+ labs and 185 patents, but commercialization remains early-stage. CAROM traffic safety system and surgical robotics show promise.

Analysis 3 min read
CB Insights: Company Profile infrastructure

CB Insights operates as horizontal intelligence infrastructure for robotics M&A and corporate development, with 11M+ companies monitored and AI-assisted decision tools, but lacks robotics-specific operational data.

Analysis 3 min read
InOrbit: Company Profile infrastructure

InOrbit's vendor-agnostic orchestration platform targets mixed-robot logistics facilities, but lacks quantified production deployments to validate its market thesis.

Analysis 4 min read
Mitsubishi Heavy Industries: Competitive Response infrastructure

MHI accelerates defense autonomy integration and edge AI infrastructure while divesting commercial robotics, signaling strategic concentration in regulated defense and industrial segments.

Signal 3 min read
Planys Technologies: Company Profile infrastructure

Chennai-based Planys Technologies has raised $21.4M to scale underwater inspection robotics for dams and ports, but must productize software to justify valuation against $2M revenue.

Analysis 3 min read
Savioke (Relay Robotics): Company Profile infrastructure

Relay Robotics has logged 1.5M autonomous hospital and hotel deliveries, but faces capital constraints against well-funded Asian competitors in indoor autonomous delivery.

Analysis 3 min read
SkySpecs: Competitive Response infrastructure

SkySpecs dominates North American wind turbine blade monitoring with 65% market share, but revenue quality and software ARR inflection remain unverified investment questions.

Signal 3 min read
Altius Space Machines (Voyager): Company Profile defense

Altius Space Machines has deployed 300+ standardized grapple fixtures in orbit, but faces concentration risk with OneWeb as its sole major customer and uncertain path to market diversification.

Analysis 3 min read
Altius Space Machines (Voyager): Competitive Response defense

Altius Space Machines holds 300+ standardized servicing interfaces in orbit, but faces concentration risk and competitive threats from vertically integrated servicers.

Signal 3 min read
Auterion: Competitive Response defense

Auterion's Anubis drone showcase with Merz and Zelensky reveals broader deployment across NATO, Ukraine, and Indo-Pacific—but U.S. DoD accreditation remains the critical gap for scaling.

Signal 2 min read