Deployment × Fleet Scale · as of Aug 29, 2026
20,089 humanoid robots are in the field today
All 15 operators →AGIBot and Unitree alone account for 77% of every unit tracked. Tesla is the largest Western fleet, at 1,000 Optimus Gen 3.
Deployment Race · 13 programs tracked
Who ships at volume first
Full race →Progress toward each company’s own publicly stated 2026 unit target. Bars reflect announced milestones, not shipped inventory.
TeslaOptimus · EOY 2026
50K UNITS95% of target
EOY'26target
UnitreeH1/G1 · Q2 2026
5K+ UNITS88% of target
Q2'26target
AGIBotA2-Ultra · EOY 2026
10K+ UNITS85% of target
EOY'26target
Figure AIFigure 03 · Q3 2026
1,000 UNITS72% of target
Q3'26target
ApptronikApollo · Q2 2026
500 UNITS70% of target
Q2'26target
AgilityDigit v5 · 2026
SCALE AMAZON65% of target
'26target
Supply-Chain Landscape · 14 categories tracked
The field, by subsystem
Supply chain →Thin bars are single points of failure. Precision reducers and gearboxes are ~36% of a humanoid’s bill of materials and draw on a handful of qualified suppliers.
Actuators & Motors
14Sensors & Vision
14Compute & AI Chips
8Batteries & Power
7Bearings & Linear Motion
6Precision Reducers & Gearboxes
6AI Software Stack
5Contract Manufacturing & Assembly
5Dexterous Hands
5IMUs & Inertial Sensors
5Power Electronics & Motor Controllers
5Structural Materials & Frames
5Communication & Connectivity
4Raw Materials & Rare Earths
3
amber = single-source bottleneck · 3 of 14
Get the briefing
Track the humanoid buildout without refreshing
Fleet counts, funding rounds, supplier shifts, and deployment milestones — each linked to its primary source.
THE DEEP TECH DISPATCH
The Wire
Full newsfeed →- Aug 29, 2026
19:31 ETSanctuary AI's Carbon Hits 99.5% on a Rival's Robot Arm - Aug 28, 2026
13:54 ETFourier GR-2 Joins U. Miami as RoboCup's Top Adult Humanoid - Aug 28, 2026
06:21 ETSoftBank Bids for 1X Technologies at $6B, 40% Below Ask - Aug 28, 2026
01:59 ETPsiBot Raises $100M+ for Dexterous Manipulation AI - Aug 28, 2026
24:00 ETFLARE Teaches VLAs to Recover From Their Own Mistakes - Aug 28, 2026
24:00 ETPoppy Humanoid Gets First Reliable Walking via LQR - Aug 28, 2026
24:00 ETSOLO Hits 97.5% Terrain Success Over 1.5 km