NEWS

247 articles
Clir: Company Profile infrastructure

Clir, a Vancouver software company, offers audit-ready analytics for institutional renewable energy portfolios. With $31M funding and claimed 350+ GW coverage, it targets asset managers and lenders seeking vendor-neutral performance intelligence.

Analysis 3 min read
LG Energy Solution: Company Profile infrastructure

LG Energy Solution supplies 46-series cylindrical batteries to six unnamed robotics OEMs with >300 GWh backlog, but strategic robotics focus remains unclear amid EV demand softness.

Analysis 4 min read
PitchBook: Company Profile infrastructure

PitchBook operates as critical data infrastructure for robotics capital markets, serving investors and corporate development teams with deal flow visibility and benchmarking across autonomous systems.

Analysis 1 min read
SGS: Company Profile infrastructure

SGS, the world's largest testing and certification company, is becoming critical infrastructure for robotics deployment, validating compliance and safety across regulated jurisdictions.

Analysis 3 min read
Universal Robots: Company Profile infrastructure

Universal Robots defends cobot leadership with 100,000-unit installed base, new hardware models, and Physical AI capabilities amid intensifying competition.

Analysis 4 min read
Coco Robotics: Company Profile infrastructure

Coco Robotics has logged 500K+ deliveries and raised $163.5M, but its teleoperation-dependent model faces unit economics challenges and growing municipal resistance.

Analysis 3 min read
SGS: Competitive Response infrastructure

SGS's record 2025 financials and strategic acquisitions signal a major push into robotics infrastructure certification and compliance, positioning it as a key player in physical AI trust infrastructure.

Signal 2 min read
Dematic: Company Profile infrastructure

Dematic's system integration moat and installed base provide competitive durability in tier-1 intralogistics, but AMR-native rivals are closing the gap as enterprises demand faster, flexible deployments.

Analysis 4 min read
Hyundai Mobis: Company Profile infrastructure

Hyundai Mobis pivots from captive supplier to software-integrated autonomy platform provider, targeting $9B+ external revenue with Qualcomm partnership and regional electrification hubs.

Analysis 3 min read
Elroy Air: Company Profile infrastructure

Elroy Air's hybrid-electric Chaparral cargo drone approaches commercial operations in 2026 with FAA program selection and $116M in funding, but faces execution risks as a pre-revenue startup.

Analysis 3 min read