Key Takeaways
- Two U.S. humanoid programs have now logged documented, repeat production work inside real customer facilities, and the operating-hour totals behind them explain why this wave should be read differently from earlier automation cycles.
- Driverless Class 8 freight moved into contracted commercial scale over the summer, with one fleet target already fully sold before the trucks are built.
- A July regulatory action redrew which robots may lawfully enter the U.S. market, and the carve-outs matter considerably more than the headline suggests.
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Sources
Figure 02 results at BMW Spartanburg
BMW deploys Figure 03 for logistics sequencing
Digit passes 100,000 totes at GXO
Agility Robotics SPAC filing and deployment data
Apptronik Robot Park and Apollo 2
Gemini Robotics 2 whole-body control
Gemini Robotics 2 success rates
Tesla Fremont Optimus line conversion
Tesla Optimus production timing update
Hyundai Atlas Metaplant deployment plan
Hyundai Atlas manufacturing roadmap
FCC Covered List robotics action
Covered List scope and exclusions
Covered List compliance detail
Aurora second-generation truck deployment
Aurora hardware cost reduction
Kodiak and Atlas Permian expansion
Atlas driverless fleet operating data
PlusAI first-half 2026 readiness metrics
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