RoboStrategy Portfolio - July 20, 2026
#NVIDIA
Andrew Kang@RewkangEditorial score1515Quoted postRoboStrategy@RoboStrategy
IT Home — RoboticsEditorial score3030 Tesla Adjusts AI5 Chip Memory to 96GB
Tesla CEO Musk confirms AI5 chip will use 96GB memory instead of 72GB to avoid being the sole user of the lower spec. He also discusses AI's potential and challenges.
The Humanoid Hub@TheHumanoidHubEditorial score6868
High-tech Robotics — WeChatSignalEditorial score8585 A 2-Year-Old Embodied Intelligence Company Founded by Fei-Fei Li Sells for 55 Billion Yuan; Midea Group Plans to Acquire Welding Subsidiary for 6.64 Billion Yuan | Major Capital Events of the Week
The article reports on major capital events in the recent robotics and embodied intelligence sectors, including AMD's acquisition of WorldLabs, a company co-founded by Fei-Fei Li, for approximately 55 billion yuan, Midea Group's plan to acquire a welding subsidiary for 6.64 billion yuan, and several robotics companies such as Benmo Technology, Huanchuang Technology, and Juxi Intelligent completing financing or going public. Additionally, multiple embodied intelligence products and solutions have been launched, covering humanoid robots, service robots, flexible electronic skin, tactile perception systems, and more, showcasing the industry's rapid progress in technology, capital, and application scenarios.
RobohubEditorial score00 Accelerating Robot Learning with Michelle Lu
Michelle Lu, CEO of Vsim Technology, discusses using simulation and AI to teach robots new skills. She co-created Isaac Gym, a GPU-accelerated RL framework, and founded Vsim to address simulation-based robotics AI challenges.
arXiv Robotics — research abstractsEditorial score6161 IndoorBEV: A Lightweight Real-Time LiDAR BEV Perception System for Indoor Mobile Robots
IndoorBEV is a lightweight LiDAR perception framework that addresses the challenge of efficient indoor perception by integrating height-aware BEV representations and geometry-conditioned feature fusion. It achieves 0.6M parameters, 2.3 MB storage, and 169.6 ms latency on an NVIDIA AGX Orin, with a 1.8% deadline miss ratio.
arXiv Robotics — research abstractsEditorial score6262 DORA: Divergence-Oriented Data-Relay Algorithm for Partially Connected Robot Teams
This research presents DORA, a divergence-oriented data-relay algorithm that enhances communication in partially connected UAV teams by prioritizing the value of information to the team. The algorithm quantifies mission-relevant divergence between a robot's information state and its teammates' knowledge, improving MRT resolution delay by up to 74.8% over traditional methods.
arXiv Robotics — research abstractsEditorial score2828 In-Context Learning for Robots: Methods and Applications
Robots use in-context learning to infer new tasks from demonstrations. The study reviews four methods for contextual execution, focusing on transfer and memory in task adaptation.
arXiv Robotics — research abstractsEditorial score6363 SkillWeaver: Agentic Exploration over Neural Interaction Skills for Scalable Robot Data Generation
SkillWeaver is a framework that autonomously generates robot experience by exploring over Neural Interaction Skills (NIS), which are reusable, parameterized, closed-loop policies. It enables the agent to discover successful long-horizon behaviors through verifier-guided tree search, improving generalization across novel objects, tasks, and environments.
arXiv Robotics — research abstractsEditorial score6565 Test-Time Adaptation of Manipulation Policies Under Actuator Degradation
This research introduces TeAR, a policy-agnostic method that adapts manipulation policies in real-time using telemetry data to account for actuator degradation. Evaluated across 18 policy-task pairs, TeAR improves success rates by 10-15% under heating without requiring on-robot fine-tuning.
Sergey Levine@svlevineEditorial score6565Quoted postsimon@nautsimon_Over the weekend, I put an unreleased checkpoint of π0.7 inside an excavator and placed 2nd at the @ActorLabs + @physical_int 36hr hackathon. With about an hour of embodied data (3 cameras and joystick values, no joint angles), the policy could continuously move dirt with a single prompt. This was so straightforward to get working (pi is cooking) we spent the rest of the hackathon mounting a Nerf minigun on the roof. We added a people searching/tracking + firing feature to prevent people from getting too close to the dangerous machinery (ai safety feature). Here’s how we built it + more details (data collection, hardware hax, sim2real, video of me getting shot)🧵
Andrew Kang@RewkangEditorial score6262Quoted postDyna Robotics@DynaRoboticsWe are releasing Dyna-2.1, the first Physical Agent that achieves reliable super long-horizon whole-body autonomy. It combines our brand-new semi-humanoid hardware with an agentic system built around Dyna-2 to handle ultra-long real-world workflows. Here is an uncut footage of Dyna-2.1 completing an entire hour-long laundry room workflow, just like a human does.
RobohubSignalEditorial score8585 Robotics Roadmaps from Around the World: Spotlight of the Month - China
China is pursuing a strategic roadmap through its Five-Year Plans to dominate the global robotics industry, focusing on embodied AI and humanoid robotics. The 13th and 14th FYPs laid the foundation for industrial automation, while the 15th FYP emphasizes embodied intelligence, with state support for R&D and mass deployment of humanoids. Despite achievements in market share and production scale, challenges remain in precision hardware and semiconductor self-sufficiency, with risks of overcapacity and market volatility.
Editorial context:This analysis provides a detailed overview of China's strategic approach to robotics through its Five-Year Plans, highlighting the shift from industrial automation to embodied AI and the challenges in achieving self-sufficiency in critical components. It emphasizes the role of state coordination, domestic manufacturing capabilities, and the risks associated with the rapid expansion of humanoid机器人.
Sergey Levine@svlevineEditorial score2323
Quoted postE Harrison@ehharrison4Asynchronous VLA inference reduces inference delay, but breaks the Markovian assumption necessary for RL fine-tuning. How can we enable RL fine-tuning of VLAs with async inference? We introduce ARLI: Asynchronous RL with Intermediate Information! https://async-rl-intermediate-information.github.io/ (1/n)
Agility@agilityroboticsEditorial score1515Quoted postNVIDIA Robotics@NVIDIARoboticsPhysical AI can only scale as fast as safety scales with it. 🦺 Lessons from more than a decade of autonomous vehicle safety work are helping shape how robots are designed, validated and deployed alongside people. Learn how NVIDIA Halos is helping: https://nvda.ws/4rlylLn
RobohubEditorial score3030 NASA's Curiosity Rover Offers Ground-Level Insights on Mars
NASA's Curiosity rover captures detailed images of Mars, aiding scientists in analyzing ancient water signs and potential life-supporting environments. The rover's data helps shape mission strategies and scientific understanding of Martian geology.
NVIDIA — RoboticsEditorial score2828 Children’s Hospital Uses Open Source AI for Rapid Cardiac Modeling
CHOP leverages NVIDIA’s MONAI to create precise heart models in seconds, improving care for congenital heart disease patients. The approach is now used in over 20 children’s hospitals.
Skild AI@SkildAIEditorial score1515Partnering with @NVIDIARobotics from training to deployments.
Quoted postNVIDIA Robotics@NVIDIARobotics@SkildAI's new S1 robot foundation model helps robots learn previously unseen tasks from a single video demonstration. 🤖 See how NVIDIA technology supports S1 from training and simulation to real-world deployment. Learn more ➡️ https://nvda.ws/4r29k7E
Vikash Kumar ✈️IROS2026@VikashplusEditorial score2727Quoted postLukas Ziegler@lukas_m_zieglerAnother week, another robotics map! 🇬🇧 This time, we will take a closer look at the busy streets of London and see what robotics companies are located there. London has excellent engineers and researchers, especially from universities like Imperial College London and UCL, which are well known for robotics, AI, and engineering. Many robotics founders and early employees come directly from these universities. London is home to @GoogleDeepMind, one of the world’s leading AI labs. Its work on robot learning, control, and general AI has helped push forward how robots learn and adapt in the real world. The city also has one of Europe’s strongest investor ecosystems. London is a major global finance hub, so it’s easier to find venture capital, corporate investors, and early customers, especially for robotics companies working in areas like logistics, healthcare, and automation. It is very international and business-friendly. It’s easy to hire talent from around the world, set up a company, and sell globally. → @TheHumanoidAI builds general-purpose AI-driven humanoid robots capable of physical tasks across domains. → Automata Tech develops easy-to-deploy robotic automation hardware and software for SMBs to reduce manual labor. → @shadowrobot creates advanced dexterous robotic hands and manipulation systems for research and industrial automation. → Paddington Robotics designs small autonomous robots for retail and service environments to assist staff. → @KAIKAKU_AI builds robotics and AI enterprise solutions to optimize warehouse and logistics processes. → Automated Architecture (AUAR) develops spatial computing and robotic systems that blend physical and digital environments for construction and design. → @recycleye creates AI-powered robotics that identify, sort, and automate recycling and waste processing, and has raised ~$20M+ in funding. → @Neuracore_AI builds AI-based perception and planning software for autonomous robots, and has raised $10M+ in venture funding. → @apianhealth_ develops autonomous robotic systems for automated medication dispensing and hospital logistics. → @SlamcoreLtd offers high-performance SLAM navigation and vision software to help robots map and localize in complex environments, and has raised ~$6M+. → @MoleyRobotics builds fully automated robotic kitchen systems (“robotic chef”) and has raised tens of millions in funding (reports ~$30M+). → @dexoryHQ develops autonomous warehouse robots and AI software that continuously scan inventory and turn it into real-time operational insights, and has raised $80M Series B and a $165M Series C & growth round. → Extend Robotics builds tele-operation technology for robots, and helps with orchestrating the fleets of robots. It seems that if you wanted to explore London from the perspective of robotic startups, it would take a few days! What city should I do next? :) ~~ ♻️ Join the weekly robotics newsletter, and never miss any news → http://ziegler.substack.com
RobohubSignalEditorial score8888 Robotics Roadmaps from Around the World: Spotlight of the Month – United States of America
U.S. robotics researchers and industry leaders are seeking a cohesive national strategy to sustain innovation, enhance domestic production, and address supply chain vulnerabilities. The article explores the role of federal funding, private investment, and emerging legislation in shaping the U.S. robotics landscape, while also highlighting challenges in domestic manufacturing and the geopolitical implications of robotics technology.
Editorial context:This article highlights the U.S. robotics industry's growing focus on national strategy, emphasizing the need for coordinated government, industry, and academic efforts to maintain technological leadership and secure domestic manufacturing capabilities. It outlines the role of federal agencies, private investment, and emerging legislative initiatives in shaping the future of robotics in the U.S.
NVIDIA — RoboticsSignalEditorial score8888 Into the Omniverse: How Open World Models Push the Frontier of Physical AI
NVIDIA introduces Cosmos 3, an open-world model family for physical AI, combining vision reasoning, world generation, and action prediction. Available under the Linux Foundation’s OpenMDW 1.1 license, it enables post-training and adaptation for robotics, autonomous vehicles, and vision AI systems. The model ranks highly in benchmark evaluations and is part of NVIDIA’s broader physical AI stack.
Editorial context:NVIDIA introduces Cosmos 3, an open-world model family for physical AI, emphasizing its role in generating synthetic data, simulating future states, and enabling specialization for robotics, autonomous vehicles, and vision AI systems. The model is available under the Linux Foundation’s OpenMDW 1.1 license, supporting post-training and adaptation.
Hugging Face — RoboticsSignalEditorial score8888 NVIDIA Cosmos-H-Dreams: Bringing Real-Time Generative Simulation to Surgical Robotics
NVIDIA introduces Cosmos-H-Dreams, a real-time, action-conditioned generative simulator for surgical robotics. It distills the capabilities of Cosmos-H-Surgical-Simulator into a causal, few-step student model, enabling interactive environments for policy evaluation and synthetic data generation. The system runs on a single NVIDIA RTX PRO 6000 GPU and supports integration with surgical platforms like Versius.
Editorial context:NVIDIA's Cosmos-H-Dreams represents a significant advancement in real-time generative simulation for surgical robotics, enabling interactive training and evaluation of vision-language-action policies. It builds on prior work with Cosmos-H-Surgical-Simulator and introduces a causal, few-step student model optimized for real-time performance.
NVIDIA — RoboticsSignalEditorial score8585 NVIDIA Open Sources First GPU-Accelerated Medical Physics Simulation Framework
NVIDIA has released an open-source, GPU-accelerated Medical Physics Simulation framework as part of its Isaac for Healthcare platform. This tool enables developers to model anatomy-device interactions, generate complex scenarios, and train robot policies in simulation, significantly reducing development time and improving regulatory readiness.
Editorial context:NVIDIA's open-source Medical Physics Simulation framework integrates classical physics and generative AI to enable realistic medical robotics training, offering scalable simulation environments for anatomical and device interactions.
NVIDIA — RoboticsSignalEditorial score8585 NVIDIA and Hugging Face Bring New Models and Frameworks to LeRobot for the Open Robotics Community
NVIDIA and Hugging Face are releasing the NVIDIA Isaac GR00T 1.7 model and Isaac Teleop framework into LeRobot, an open-source robotics library, to provide developers with shared tools for training, evaluating, and deploying robot foundation models. NVIDIA Cosmos 3, a frontier world model for physical AI, is also set to be integrated soon.
Editorial context:NVIDIA and Hugging Face are collaborating to integrate advanced models and frameworks into LeRobot, an open-source robotics library, to streamline end-to-end robot development and foster community innovation.
Isaac Lab — ReleasesEditorial score1212 Isaac Lab 3.0 Beta 2 Patch 1 Release
Updates Isaac Sim to 6.0.1, fixes NuRec workflows, and improves compatibility. Includes h5py version bump and docker image updates.
NVIDIA — RoboticsSignalEditorial score8585 Firefly Aerospace Operates NVIDIA Jetson in Lunar Orbit for the First Time
Firefly Aerospace's Blue Ghost Mission 2 will deploy NVIDIA Jetson for on-orbit AI processing, enabling real-time lunar data analysis and reducing latency. This marks the first use of Jetson in lunar orbit, supporting scientific research and future lunar exploration.
Editorial context:NVIDIA Jetson's deployment in lunar orbit marks a significant step in edge AI for space applications, enabling real-time data processing and reducing reliance on Earth-based computation.
Open Robotics — BlogEditorial score1515 Resources for ROS 1 Users
ROS 2 has been in development for over a decade, but many users still rely on ROS 1. This article lists commercial resources to support ongoing use, including security patches and bug fixes.
Open Robotics — BlogEditorial score4040 Open Robotics Joins Google Summer of Code 2025 with Record Student Participation
Open Robotics reports record nine students participating in GSoC 2025 across five projects. Key projects include ROS 2 tracing improvements, C/C++ to ROS message conversion, and Gazebo-based sonar simulations.
Hugging Face — RoboticsSignalEditorial score8383 Post-Training Isaac GR00T N1.5 for LeRobot SO-101 Arm
NVIDIA has released the GR00T N1.5 model, a cross-embodiment foundation model for generalized humanoid robot reasoning and skills. The model can be fine-tuned using teleoperation data from a SO-101 arm, with a detailed tutorial provided for developers. The release includes instructions for dataset preparation, fine-tuning, evaluation, and deployment.
Editorial context:NVIDIA's GR00T N1.5 is a cross-embodiment model for generalized humanoid robot reasoning and skills, adaptable through post-training for specific tasks and environments. The release includes a step-by-step tutorial for fine-tuning using teleoperation data from a SO-101 arm, emphasizing the use of the EmbodimentTag system for customization.