software
521 articles tagged
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.
Universal Robots defends cobot leadership with 100,000-unit installed base, new hardware models, and Physical AI capabilities amid intensifying competition.
Johnson Controls International leverages its $85B market position and 87,000-person field organization to compete in AI-driven building autonomy, with software attach rates and data center thermal management as key growth catalysts.
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.
Axelera AI has built a credible edge AI hardware-software stack with strong OEM partnerships, but lacks proven production-scale deployments in robotics and industrial markets.
Analysis of Donecle's €10M funding round reveals dense regulatory validation signals and OEM authorization milestones that signal infrastructure robotics category trajectory beyond headline capital figures.
HYFIX Spatial Intelligence's integrated SoC consolidates flight control, positioning, comms, and spatial AI onto U.S.-made silicon, targeting 2026 tape-out with $15M in funding.
Path Robotics launches Path Foundry, a Robotics-as-a-Service contract manufacturing platform for welding, shifting from capital equipment vendor to utilization-based service operator.
Path Robotics has raised $271M for adaptive welding automation, but commercial viability in production remains unproven despite strong funding and technology positioning.
Path Robotics' Rove quadruped welding platform launch signals a strategic pivot to RaaS, but $271M in funding against zero public customers raises critical questions about unit economics and commercial execution.