The Robotics Stack

Waymo leads autonomous vehicles — $45B valuation, $11B raised, commercial robotaxis live in multiple US cities. Track IPO readiness and funding timeline.

Figure AI builds general-purpose humanoid robots for real-world labor. Valued at $39B — one of the fastest-funded robotics companies. Track IPO timeline.

Intel-owned advanced driver assistance and self-driving technology company.

Robot intelligence platform trained on internet-scale video to generalize across unpredictable industrial environments without specialized data. $450M Series A at $1.7B valuation (March 10, 2026). Backed by Sequoia and top AI/robotics investors. IPO candidate.

Aurora Innovation is the autonomous vehicle technology company building self-driving software for both passenger vehicles and commercial freight — led by former Google, Uber, and Tesla autonomous vehicle executives. Valued at $2.7B with $2B+ raised, Aurora has commercial partnerships with FedEx, Uber, PACCAR, and Toyota. Major robotics IPO candidate as autonomous vehicle deployment accelerates — Aurora's FirstLight lidar is deployed in trucking routes across the US Southwest.

Self-driving technology company focused on autonomous trucking for commercial freight.

Apptronik builds general-purpose humanoid robots for real-world labor applications in logistics, manufacturing, and warehouse environments. Valued at $5.5B with $350M raised, Apptronik is one of the leading humanoid robotics companies alongside Figure AI and Physical Intelligence. Major robotics IPO candidate as humanoid robots transition from research to commercial deployment in 2026-2027.

Boston Dynamics has no confirmed IPO date as of May 2026. Hyundai Motor Group, which owns 80% of the company, has discussed potential monetization options but no S-1 has been filed. Estimated valuation: $2–5B in secondary markets. Products: Spot robot dog, Atlas humanoid, Stretch warehouse robot.

Nuro is the autonomous delivery robotics company building self-driving vehicles for local commerce and logistics — the leading developer of Level 4 autonomous delivery vehicles on public roads. Valued at $8.6B with $2.1B raised, Nuro has deployed hundreds of vehicles in commercial operations in California, Texas, and Arizona. Major robotics IPO candidate as autonomous last-mile delivery becomes a $100B+ market.

Field AI builds autonomous AI systems for industrial field operations — enabling robots and drones to inspect, maintain, and operate in complex outdoor environments without pre-mapped infrastructure. Valued at $500M with $100M raised, Field AI competes with Palantir, Shield AI, and Anduril in the autonomous operations for defense and industrial applications market. Major AI/robotics IPO candidate as autonomous field operations expand from defense into energy, infrastructure, and logistics.

Covariant builds AI-powered robotics software enabling warehouse and logistics robots to perceive, understand, and handle objects with human-like flexibility — the brain powering the next generation of warehouse automation. Valued at $2.7B with $400M raised, Covariant's AI brain is deployed in logistics operations at Target, IKEA, HelloFresh, and major automotive manufacturers. Major robotics IPO candidate as AI-powered warehouse automation accelerates to become a $200B+ global market.

AI-powered software-defined manufacturing platform automating assembly lines with intelligent robots.

Amazon-owned robotaxi company developing a purpose-built bidirectional autonomous vehicle.

Waabi builds AI for autonomous trucking, using simulation-first AI training to develop the world most capable autonomous truck driver without billions of real-world miles. Valued at 150M USD with 50M raised, Waabi competes with Aurora, Torc Robotics, and Waymo Via for the 1T+ autonomous trucking market.