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10月7日周三
  1. The Robot Report44

    FireDome 打造自主“火炮”系统用于野火防御

    加州初创公司 FireDome 开发了一种全自主地面发射系统,可在消防员抵达前向最远 1,000 英尺(304.8 米)投射含水或阻燃剂的弹体,覆盖约 70 英亩,为社区和关键基础设施铺设阻燃防火带、覆盖易损建筑并压制飞火。其联合创始人兼 CEO Gadi Benjamini 表示,多数野火技术停留在探测阶段,而 WUI 区域 85% 至 90% 的建筑损失由风驱飞火引发。

    AI 生成摘要 · 以原文为准

10月6日周二
10月4日周日
10月3日周六
  1. The Humanoid Hub62

    Tesla 位于得州 Giga Texas 的 Optimus 专用工厂建设推进中,引用 JoeTegtmeyer 的航拍更新显示,3 月底开始地面工程,5 月 27 日第一根钢构件吊装,截至 10 月 1 日基础钢结构约 40% 组装完成。该厂约 700 万平方英尺(约 65 万平方米),规划满产产能约每年 1000 万台,初期有限量产目标为 2027 年底;此前位于加州 Fremont 的 Gen 3 试产线工厂规模约每年 100 万台,预计 2026 年底投产。2026 年公司 AI、机器人及工厂扩建资本开支指引约 200 亿至 250 亿美元。

    AI 生成摘要 · 以原文为准

    引用Joe Tegtmeyer 🚀 🤠🛸😎@JoeTegtmeyer

    Giga Texas Optimus factory construction update with 2 short video clips, one 360 at medium-altitude & a closer, lower flight showing tight views of the main steel structure! Ground work started in late March, with 1st steel on May 27. By 1 October, the frame was nearly at the north grade beam, large sections of upper floors were poured, & roofing insulation is arriving. The E side & the entire S half of the foundation have footings & grade beams, but no steel yet. The basic steel structure is ~ 40% assembled so far. This is the dedicated high-volume 7+ million sq ft (~ 650,000 sq m) Gen 4 Optimus plant. @Tesla has not given a standalone cost, but 2026 company capex was guided at ~ $20–25 billion for AI, robotics, & factory expansion; outside estimates put the broader N Campus at ~ $5–10 billion. This is in addition to the Fremont California Optimus plant (which is the Gen 3 pilot line) is sized at ~ 1 million units a year, expected to begin production in late 2026. The Giga Texas plant is 10X larger & has a planned capacity of ~10 million robots a year at full scale (a long-term ceiling, not the startup rate). The current target for limited initial production is late 2027. What is still ahead for construction over the next 6 to 8 months? Electrical conduit, water & sewage pipes, fire-water loop, storm water management drainage & underground pipes, exterior walls, roofing, ground slab & upper floor concrete & mechanical rough-in then equipment deliveries & installation. As you can see, lots of progress already, but there is a lot left to do before production line setup can happen.

  2. IEEE Spectrum · Robotics42

    Video Friday:混合空海机器人 ALBATROSS 空投后自旋落水、自扶正并扬帆航行

    新加坡科技设计大学在 Science Robotics 发表混合空海机器人 ALBATROSS,可从空中释放、无降落伞自旋降落到水面,着陆后被动自扶正,并复用同一刚性机翼作为船帆进行风能自主航行。其核心思路是让物理结构尽量多承担工作,仅用极少驱动替代空中下降、着陆与海上推进的独立系统。

    AI 生成摘要 · 以原文为准

10月2日周五
  1. The Humanoid Hub48

    监管开始进场。 加州州立竞技委员会已责令 REK 停止举办未经批准的人与机器人笼斗比赛,因为未经该委员会许可或批准就安排人类参赛的搏击赛事,违反了《州立竞技委员会法》。

    AI 生成摘要 · 以原文为准

    引用The Humanoid Hub@TheHumanoidHub

    I was there Friday night in San Francisco for the @REK event, and this is something you had be in the room to get it, but I’ll try to describe it. It hit completely differently from robot-versus-robot fights. Those are entertaining, sure, but after a while they start to feel strange. You’re empathizing with machines that aren’t conscious, don’t feel pain, and don’t feel anything. Robot versus human hits different and raw, it was an emotional rollercoaster. I felt real fear for the human fighter, and real excitement, mostly fear, and when it ended there was a huge wave of relief. The robots were remote-controlled, of course, but the kicks were genuinely powerful. We know how power-dense those actuators are, and the human fighter took real hits to his body. The kicks from the six-foot-tall EngineAI T800 seemed nearly impossible to dodge when they were hurled in the right direction. The Unitree H1 was even harder to deal with because its dynamic balance is so good that it just refused to go down. This could be the start of a genuinely new entertainment genre. But I can tell you this: if someone wants to fight a robot with a real AI brain and real perception, you’d need robots that are far less powerful, throttled down, and compliant. Otherwise it ends in serious injury or worse. This is the beginning of something different in robotics and entertainment, and we need to think seriously about it before regulators use moments like this as fearmongering fodder to throttle the entire humanoid frontier. https://x.com/frankie_lapenna/status/2101749052085871039/video/1

  2. The Humanoid Hub54

    Dyna 本周发布自研半人形硬件和 Dyna-2.1,称其为首个实现可靠超长时序全身自主的 Physical Agent,结合围绕 Dyna-2 构建的智能体系统处理超长真实工作流。公司公布了 Dyna-2.1 完成整段一小时洗衣房工作流的无剪辑视频;Dyna 创始人 Jason Ma 将在 10 月 15-16 日旧金山 Humanoid Hub Conference 主题演讲中进一步介绍。

    AI 生成摘要 · 以原文为准

    引用Dyna Robotics@DynaRobotics

    We 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.

10月1日周四
  1. IEEE Spectrum · Robotics60

    Boston Dynamics 为 Atlas 机器人推出面向量产的全新手部设计

    Boston Dynamics 发布 Atlas 机器人的重新设计手部,从此前三指研究硬件转向可规模化制造的产品,自由度从 7 增至 13,并新增手指外展能力以配合带扳机的工具。官方称新手可使用工具、坚固耐用、易于仿真、可低成本量产和维修,执行器直驱嵌入关节、无肌腱电缆,团队正在评估年产 10 万只所需的细节调整,但放弃了外观上对人手的模仿。

    AI 生成摘要 · 以原文为准

  2. The Humanoid Hub51

    Google DeepMind 发布新前沿模型 Gemini 4 Argon,面向编码、企业知识工作和网络安全防御等复杂工作流。模型当天起通过 Fairwind Program 向一组可信测试者推出;转发的作者认为,从 Google 的过往记录看不应低估 Gemini Robotics。

    AI 生成摘要 · 以原文为准

    引用Google DeepMind@GoogleDeepMind

    Introducing Gemini 4 Argon – our new frontier model. It’s built for complex workflows across coding, enterprise knowledge work, and cybersecurity defense – rolling out today to a set of trusted testers through our Fairwind Program.

9月29日周二
9月26日周六
9月25日周五
  1. IEEE Spectrum · Robotics21

    墨西哥 EPICS in IEEE 团队打造便携式机器人教育平台 RoboMeshA

    墨西哥瓜达拉哈拉 ITESO 大学团队通过 EPICS in IEEE 项目开发出便携教育平台 RoboMeshA,让缺乏实验室资源的高中生在浏览器中即可体验机器人与 AI,无需安装软件或专用设施。学生可手动操控机器人并观察其移动、检测和避开障碍。团队已制造两台设备,正在开发模块化耦合框架,并已与 CETI Colomos 和 Prepa ITESO 两所高中合作在课堂验证。

    AI 生成摘要 · 以原文为准

9月2日周三
8月28日周五
8月24日周一
8月21日周五
6月25日周四
  1. Fabricated Knowledge66

    深度播客:Unitree 的进化对机器人产业意味着什么

    Fabricated Knowledge 播客团队分析宇树 Unitree 的人形机器人战略:公司沿用 DJI 路径,自产电机与减速器,把四足机器人价格从数万美元压到几千美元,以量产积累人形机器人所需部件。G1 出货从 2025 年初约 400 台增至九个月后 4,000 台,1 月称达 6,500 台;BOM 分析显示税前 2.7 万美元售价下毛利率约 67%。

    AI 生成摘要 · 以原文为准

6月24日周三
4月24日周五
4月7日周二
4月2日周四
  1. SEC 8-K · Tesla76

    特斯拉发布2026年一季度产量交付数据:生产超40.8万辆、交付超35.8万辆、储能装机8.8 GWh

    特斯拉公布2026年一季度生产超过408,000辆汽车、交付超过358,000辆,并部署8.8 GWh储能产品。其中Model 3/Y生产394,611辆、交付341,893辆,其他车型生产13,775辆、交付16,130辆,交付量环比变化约1%和2%。

    AI 生成摘要 · 以原文为准

    关注理由:特斯拉按季度惯例披露产量、交付量与储能装机数据,为观察其汽车交付节奏和储能业务放量提供了官方口径。

3月31日周二
3月29日周日
  1. Tesla Optimus34

    加入 Optimus 团队,做你人生中最有影响力的工作!

    AI 生成摘要 · 以原文为准

    引用Konstantinos Laskaris@K0nstantin0s_

    A fitting analogy for the pace at which Tesla has been making progress over the years is that of a Formula One car, whose peak acceleration increases in proportion to its speed as a result of enhanced traction generated by aerodynamic downforce. Our goal is to get Optimus to high-volume production as fast as possible. If your passion is designing drive systems, electronics, sensors, dynamic harness, cameras, body or hand structures and you want to overcome micron tolerancing challenges, and accelerate the scalability of humanoid robot manufacturing, this is the opportunity for you! You will learn a ton and make a huge impact! Apply here: https://www.tesla.com/careers/search/?site=US&query=optimus

3月25日周三
2月6日周五
  1. Tesla Optimus50

    Optimus 训练

    AI 生成摘要 · 以原文为准

    引用Dwarkesh Patel@dwarkesh_sp

    .@elonmusk told me he plans to build “Optimus Academy” to train an army of humanoid robots. > “millions of simulated robots in the simulated world” > “tens of thousands of robots in the real world, to close the simulation to reality gap.” Why? There’s two big differences between the way Tesla will train humanoid robots and the way it built Full Self-Driving. - FSD only requires learning three degrees of freedom: turning, accelerating, braking … and a humanoid robot has to learn how to coordinate 50+ joints. - You can sell a Tesla without FSD, which allows you to collect the millions and millions of hours of driving data needed to bootstrap your model ... but you can’t sell an Optimus that hasn’t learned how to do stuff yet. The Optimus Academy is Elon’s attempt to build the data flywheel that Tesla got for free with FSD.

2月4日周三
1月29日周四
12月31日周三
12月3日周三
11月8日周六