Embodied AI Glossary中文

13Companies & Institutions

Who’s actually working on embodied AI: tech giants, hardware and model companies worldwide, component makers, and research institutions. · 237 terms

  1. 13.1Tech giants’ embodied AI bets24
  2. 13.2Foundation-model startups outside China14
  3. 13.3Humanoid and hardware firms abroad16
  4. 13.4Humanoid and hardware firms in China24
  5. 13.5Foundation-model startups in China15
  6. 13.6Crossovers: cars and consumer electronics13
  7. 13.7Arms, service, and logistics robots26
  8. 13.8World models, simulation, and data15
  9. 13.9Core components and dexterous hands27
  10. 13.10Sensors, motion capture, and chips29
  11. 13.11Research institutions and university labs22
  12. 13.12Historic firms and industry bodies12

13.1Tech giants’ embodied AI bets

From models to companies: giants like Google and NVIDIA supply compute, platforms, and models, and also build robots and fund startups.

13.2Foundation-model startups outside China

Beyond big tech, a wave of startups outside China focus on the robot brain, led by Physical Intelligence and Skild AI.

13.3Humanoid and hardware firms abroad

A brain still needs a body: Figure, Boston Dynamics, 1X, and other firms outside China build humanoids and other hardware.

13.4Humanoid and hardware firms in China

Back to China, where hardware makers are most numerous, led by Unitree, AgiBot, and UBTech, spanning humanoids, quadrupeds, and wheeled dual-arm robots.

13.5Foundation-model startups in China

A domestic wave focused on the brain too — led by X Square Robot, Spirit AI, and AI² Robotics — many rooted in academia or autonomous driving.

13.6Crossovers: cars and consumer electronics

Beyond native embodied-AI companies, carmakers and consumer electronics firms are crossing over too, led by Xiaomi and Xpeng.

13.7Arms, service, and logistics robots

Robots that were selling before the humanoid boom: common research arms, the ‘big four’ industrial makers, and service and logistics robots.

13.8World models, simulation, and data

Moving upstream from building robots: these companies focus on world models, simulation platforms, and training data to feed the brain.

13.9Core components and dexterous hands

After upstream software, upstream hardware: dexterous hands, grippers, gearboxes, lead screws, motors, joints, and controllers.

13.10Sensors, motion capture, and chips

Where components handle moving, this group handles seeing, touching, and computing: cameras, lidar, tactile and force sensing, mocap gear, and chips.

13.11Research institutions and university labs

Outside the supply chain, where papers and talent come from: university labs, corporate research institutes, and China’s new research organizations.

13.12Historic firms and industry bodies

Finally, the backdrop: notable firms that paved the way or have since exited, plus organizations behind contests, conferences, and reports.

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