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February 20, 2026
|
2 MIN READ

Reality Capture and Robotics Reshape the Way We Build

TL;DR Drones and robotics are quietly becoming the new backbone of construction and shipbuilding, with reality capture turning job sites into real-time data systems and targeted automation taking over the most dangerous, labor-intensive work as productivity pressures and labor shortages force the industry toward smarter, safer execution.

Drone reality capture ramps up to augment construction site workflows

Drone reality capture is quickly becoming standard operating infrastructure on construction sites, not just a marketing tool for milestone videos. At the Canadian Concrete Expo in Toronto, Skender’s Ben Stocker and Maple Reinders’ Adam Caldwell described how drones are now deeply embedded in construction workflows, supporting everything from site documentation and progress monitoring to thermal inspections, utility tracking, and material volume calculations. They noted that larger firms are increasingly running drone programs in-house, while smaller companies are still weighing whether they have the resources to build dedicated teams, even as more projects now include explicit drone budgets. The real shift, they argued, is not flying the drone, but knowing how to turn captured data into actionable outputs. High-accuracy mapping powered by RTK positioning and surveyed ground control points is becoming the baseline, enabling sub-inch site models that can be layered with design drawings, foundation plans, and utilities maps for faster decision-making in the field. Tools like panoramic photography, frequent automated capture routes, and emerging methods like 3D Gaussian splatting are pushing reality capture into real-time, photorealistic site reconstruction. The payoff is operational: crews can track rapid site changes, validate volumes, and avoid schedule delays by using drone-derived measurements instead of waiting for manual reviews.

Major Takeaway: Drone reality capture is evolving from a “nice-to-have” visual layer into a core construction workflow tool, where the competitive edge comes from integrating high-accuracy site data into daily decisions, overlays, and execution speed, not just collecting aerial footage. Read More

Robotics to the Rescue: Can Technology Boost Construction Productivity?

Construction has long been the outlier in productivity growth, and the article frames the sector’s stagnation starkly: while U.S. labor productivity rose 290% from 1950 to 2020, construction worker productivity fell 40% between 1970 and 2020. The piece argues that a new generation of smart machines, especially drones, ground robots, and autonomous monitoring systems, may finally begin to reverse that trend. Drones are already widely used for surveying and planning, with high-end systems generating detailed 3D terrain models through platforms like DroneDeploy. On the ground, uncrewed vehicles are supporting site prep and safety-critical tasks like detecting unexploded ordnance in Germany, while robots such as Dusty Robotics’ layout printer are reducing errors by marking floor plans directly onto concrete with high precision. Four-legged robots like Boston Dynamics’ Spot are being deployed for nightly progress documentation, and autonomous docked drones paired with LiDAR-equipped ground units are creating “living visual twins” of job sites that update in near real time. The article highlights measurable ROI, with DroneDeploy estimating $10,000 saved per $1 million of construction spend and insurers reporting claim values dropping by 40% for firms using continuous reality capture. Still, adoption remains uneven, only about 21% of U.S. contractors use drones, held back by training needs, data interpretation challenges, cost, and the industry’s chronically low tech investment. The future vision is broader autonomy: AI-driven “robo-foremen,” autonomous heavy machinery, and eventually humanoids, but with humans still connecting the dots for quality and judgment.

Major Takeaway: Robotics in construction is not about replacing crews overnight, but about shifting the industry toward continuous measurement, faster coordination, and automation that augments labor, and the real productivity gains will come from contractors who can turn site data into daily operational decisions, not just deploy new machines. Read More

Canadian Shipyard Turns to AI Robotics to Automate One of Shipbuilding’s Toughest Jobs

Vancouver-based Seaspan Shipyards is investing $1.5 million in Alberta’s Confined Space Robotics (CSR) to develop semiautonomous robotic systems for blast and paint operations, one of the most hazardous and labor-intensive tasks in shipbuilding. The robots will carry tools such as needle scalers, laser ablation systems, grinders, grit blasters, and spray-coating equipment, operating inside confined and high-risk spaces traditionally associated with toxic fumes, heavy particulates, and repetitive strain injuries. Custom software will guide path planning and task execution, allowing the systems to handle repetitive surface preparation and coating work with greater consistency and material efficiency. Seaspan framed the move as part of a broader industrial strategy tied to Canada’s National Shipbuilding Strategy, emphasizing safety, sustainability, and domestic advanced manufacturing expansion. While other global shipbuilders, such as South Korea’s HD Hyundai, have focused on humanoid welding robots to address labor shortages, Seaspan’s initiative targets blast and paint operations, a critical bottleneck in both newbuild and repair programs.

Major Takeaway: Seaspan’s investment signals that shipyard automation is shifting from headline-grabbing humanoids to targeted, high-impact robotics that reduce risk, ease labor constraints, and improve process consistency in some of the industry’s toughest and most overlooked jobs. Read More

About Lucid Bots

Founded in 2018, Lucid Bots is an AI robotics company that is committed to uplifting humanity by building the world's most productive and responsible robots that can do dangerous and demanding tasks.

Headquartered in Charlotte, the company engineers, manufactures, and supports its products domestically, which include the Sherpa, a cleaning drone, and the Lavo, a pressure-washing robot.

Lucid Bots' products are elevating safety and efficiency for a growing number of customers around the world. Lucid is a Y Combinator-backed company, with investments from Cubit Capital, Idea Fund Partners, Danu Ventures, and others. Lucid Bots was recently recognized as the fastest growing robotics manufacturer in the United States.

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February 13, 2026
|
2 MIN READ

The $520M Signal: Humanoids Are Getting Real

TL;DR Humanoid robotics is rapidly shifting from futuristic demos to real-world deployment, with massive funding races like Apptronik, safety-first designs like Fauna’s Sprout for everyday spaces, and industrial partnerships like Fincantieri’s shipyard welder proving that the next wave is about scaling robots that can work safely alongside humans.

Apptronik raises $520 million to beat Chinese humanoids, Tesla Optimus to market

Apptronik raised $520M at a $5B valuation as it pushes to commercialize its Apollo humanoid robots and get to market ahead of Chinese competitors and Tesla’s Optimus. The round, co-led by B Capital and Google, brings the company’s Series A total to $935M and signals just how quickly capital is stacking behind humanoids as the next automation platform. Based in Austin, Apptronik says the funding will go toward refining Apollo, scaling production, expanding its footprint in Texas, and opening a new California office. Early versions of Apollo are already being tested in controlled factory and warehouse environments with partners like Mercedes-Benz, GXO Logistics, and Jabil, operating inside sensor-defined zones where the robot pauses if a human crosses a boundary. CEO Jeff Cardenas framed the next step as “collaborative safety,” where humanoids can move alongside people more naturally while handling tasks like transporting, sorting, and lifting. The company is also leaning into AI partnerships, having locked in work with Google DeepMind and Gemini Robotics models to underpin Apollo’s capabilities. While Tesla is planning massive capex and talking big about Optimus, Musk has acknowledged the robots are still early-stage R&D, and Apptronik is positioning itself as the quieter execution-focused player, using pilot deployments to gather fleet data and iterate toward mass production. Investors are already projecting significant demand, with expectations of billion-dollar orders starting in 2027 and Apollo priced around $80K per year, roughly the cost of a luxury car.

Major Takeaway: Humanoid robotics is shifting from hype to a capital-intensive race to production, and Apptronik’s $520M raise, factory pilots, and DeepMind-backed AI stack show the battle is now about who can scale safe, versatile humanoids into real industrial workflows before Tesla and China’s leading developers do. Read More

Humanoid robots are getting smaller, safer and closer

Fauna Robotics is making the case that humanoids do not need to start in factories and work their way outward, they can be designed from the ground up for shared human spaces. The New York-based startup introduced Sprout, a compact 3.5-foot, 50-pound humanoid built specifically to operate safely in homes, schools, offices, retail environments, and entertainment venues. Instead of adapting heavy industrial hardware, Fauna prioritized lightweight materials, soft-touch surfaces, limited pinch points, and quiet motors to reduce kinetic risk and make the robot feel less intimidating in close quarters. Sprout trades complex multi-fingered hands for simple one-degree-of-freedom grippers to improve durability and safety, while maintaining useful capabilities like object hand-offs and fetching. With 29 degrees of freedom, onboard NVIDIA compute, head-mounted RGB-D sensing, and a modular software platform designed for updates over time, Sprout is positioned as a developer-first humanoid platform rather than a finished consumer product. Fauna is targeting service-heavy sectors facing labor shortages, including healthcare, education, hospitality, and eldercare, and argues that trust, safety, and reliability, not spectacle, will determine whether humanoids can move from controlled environments into everyday life.

Major Takeaway: Fauna’s Sprout reflects a shift in humanoid strategy from maximizing strength and complexity to optimizing for safety, simplicity, and developer accessibility, signaling that the next wave of humanoids may win by fitting into human spaces gracefully rather than overpowering them. Read More

Italian firms plan humanoid robot welder to work alongside humans in shipyards

Generative Bionics has partnered with shipbuilding giant Fincantieri to develop an autonomous humanoid robot designed to perform welding tasks alongside human workers in naval manufacturing. The project is focused on deploying Physical AI directly into complex shipyard environments, with the humanoid equipped with advanced manipulation, perception, and vision systems to monitor welding seams and optimize movement in tight, industrial spaces. Unlike traditional automation that restricts work zones, the goal is collaboration and safety, enabling the robot to operate near people while maintaining regulatory compliance and production quality. The four-year partnership will run development and validation at Fincantieri’s Sestri Ponente shipyard, with initial tests expected by the end of 2026 and operational functionality targeted within the first two years. Fincantieri frames the effort as part of its broader Industrial Plan, driven by rising production complexity and shortages of skilled labor, while also positioning the initiative as a step toward stronger European technological sovereignty through domestically rooted robotics capabilities.

Major Takeaway: This partnership signals that humanoid robotics in Europe is moving beyond demos and into heavy industry, with shipyards emerging as a proving ground where Physical AI can directly address labor gaps, safety risks, and demanding repetitive work through true side-by-side human collaboration. Read More

About Lucid Bots

Founded in 2018, Lucid Bots is an AI robotics company that is committed to uplifting humanity by building the world's most productive and responsible robots that can do dangerous and demanding tasks.

Headquartered in Charlotte, the company engineers, manufactures, and supports its products domestically, which include the Sherpa, a cleaning drone, and the Lavo, a pressure-washing robot.

Lucid Bots' products are elevating safety and efficiency for a growing number of customers around the world. Lucid is a Y Combinator-backed company, with investments from Cubit Capital, Idea Fund Partners, Danu Ventures, and others. Lucid Bots was recently recognized as the fastest growing robotics manufacturer in the United States.

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February 6, 2026
|
2 MIN READ

Fleets, Not Demos: Construction Autonomy Scales as Drone Warfare Globalizes

TL;DR Bedrock raised $270M to orchestrate autonomous construction fleets, U.S. drone makers are pushing Ukraine-tested autonomy into Asia’s contested defense market, and Airbus is turning the A400M into a drone mothership by 2029 to launch swarms for deep-strike missions.

Bedrock Robotics Raises $270 Million in Series B Funding to Accelerate the Future of Autonomous Construction

Bedrock Robotics announced a $270M Series B co-led by CapitalG and the Valor Atreides AI Fund, valuing the company at $1.75B and bringing total funding to over $350M. The pitch is that construction is hitting a hard ceiling, with labor demand outpacing supply and project backlogs stretching past eight months, so autonomy has to evolve from “one smart machine” to system-level coordination across entire fleets. Bedrock, founded in 2024 and led by former Waymo engineers, emerged from stealth in July 2025 with $80M and has already completed a large-scale supervised autonomy deployment for mass excavation on a 130-acre manufacturing site. The company says contractors are evaluating its autonomy systems across ports, industrial facilities, data centers, and earthmoving operations, with Champion Site Prep in Texas using the Bedrock Operator to explore how autonomy can keep equipment running longer, reduce idle time, and improve safety and work zone awareness. Bedrock also highlighted leadership hires aimed at scaling execution, including a Head of Evaluation formerly leading AI safety and alignment at Meta for Llama models and a Head of People who previously scaled Waymo engineering teams, as it targets its first fully operator-less excavator deployments with customers in 2026.

Major Takeaway: Bedrock is betting that the next step-change in construction productivity will come from orchestrated, connected autonomy across fleets, not individual machines, and its funding and roadmap signal that “operator-less” heavy equipment is moving from concept to near-term deployment in response to labor constraints and massive infrastructure build demand. Read More

US Drone Makers Target Asia Amid Rising China Threat

Several U.S. drone and military AI companies used the Singapore Airshow as a coming-out party for Asia, pitching battlefield-tested systems to regional militaries that are increasingly planning for contested environments like the Taiwan Strait. The article ties the momentum directly to Ukraine, where drones proved their tactical value and helped catalyze a wave of Silicon Valley investment, with firms like Anduril, Shield AI, Neros Technologies, and AeroVironment supplying unmanned systems and now trying to translate that credibility into export growth beyond Pentagon contracts. At the show, drones took center stage across the spectrum, from small kamikaze quadcopters to “loyal wingman” fighter-jet drones, signaling a broader procurement shift away from legacy platforms and toward autonomous and semi-autonomous fleets. Shield AI highlighted its V-BAT reconnaissance drone and announced a partnership with Singapore’s ST Engineering to supply its Hivemind autonomy software. Anduril is expanding its footprint with offices in Taiwan, South Korea, and Japan and has already sold loitering munitions to Taiwan, while Neros is planning factories across several Asian countries to support stockpiles of expendable drones designed for volume and saturation. The demand signal is clear: Asia-Pacific militaries want drones that can still deliver surveillance, intelligence, and strike capability even when GPS and communications are jammed, treating autonomy as a necessity, not a nice-to-have.

Major Takeaway: U.S. defense drone companies are positioning autonomy as the new baseline for deterrence in the Asia-Pacific, using Ukraine-proven performance, local partnerships, and regional manufacturing plans to turn drones into a scalable force multiplier for nations preparing for contested, jammed, high-volume conflict scenarios. Read More

Airbus plans to make the A400M into a drone mothership by the end of the decade

Airbus is pushing the A400M Atlas into the drone mothership race, aiming to have a first concept aircraft flying in 2029 that can deploy swarms of drones for deep-strike missions. The article ties the urgency to Germany’s interest in a mothership version of its A400Ms as it rearms and seeks hundreds of advanced combat drones, and it frames the A400M approach as modular and scalable, using a roll-on, roll-off system that can be loaded into the airlifter. Airbus says the mothership A400M could potentially carry up to 50 drones, though the exact size class is unclear, and Bloomberg reports the program is being developed with a European customer. This effort is positioned as an extension of Airbus’ earlier work on “remote carriers” tied to the Franco-German Future Combat Air System (FCAS), where the A400M is intended to get close to the operating area and then release drone payloads at scale, including up to 50 small or up to 12 heavy remote carriers. The story also puts the idea in context: mothership concepts are old, but the drone boom has made them practical again, with the U.S. demonstrating drone deployment from C-130s via Rapid Dragon and China showcasing a large “Jiutian” concept designed to carry over 100 small drones.

Major Takeaway: Airbus is trying to turn the A400M into a modular launch platform for massed “remote carrier” operations, signaling that future airpower in Europe is increasingly about distributed swarms and stand-off payload delivery, not just manned fighters flying directly into contested airspace. Read More

About Lucid Bots

Founded in 2018, Lucid Bots is an AI robotics company that is committed to uplifting humanity by building the world's most productive and responsible robots that can do dangerous and demanding tasks.

Headquartered in Charlotte, the company engineers, manufactures, and supports its products domestically, which include the Sherpa, a cleaning drone, and the Lavo, a pressure-washing robot.

Lucid Bots' products are elevating safety and efficiency for a growing number of customers around the world. Lucid is a Y Combinator-backed company, with investments from Cubit Capital, Idea Fund Partners, Danu Ventures, and others. Lucid Bots was recently recognized as the fastest growing robotics manufacturer in the United States.

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January 30, 2026
|
2 MIN READ

Drones Are Becoming Infrastructure

TL;DR Regulation and geopolitics are pushing drones into an infrastructure era, with Part 108 unlocking scalable drones-as-a-service, Portugal fielding a modular drone carrier, and the FCC’s new restrictions accelerating a domestic rebuild of the US ag spray drone supply chain.

The drone economy is about to take off fast: A $355B market and new rule could make drones-as-a-service the next big thing

In an interview between Federal Drive host Terry Gerton and James McDanolds, Program Chair at Sonoran Desert Institute’s School of Uncrewed Technology, the conversation argues the drone economy is about to shift because of operations economics, not airframe innovation. The key catalyst is Part 108, a proposed FAA and TSA rule that would standardize beyond visual line of sight flights and allow one operator to supervise multiple drones, moving today’s waiver-only experiments toward a national baseline. That unlocks “drones-as-a-service” models like drone-in-a-box systems where aircraft stay staged on site, powered and connected 24/7, and are flown remotely on demand across many locations. McDanolds notes the operator role becomes closer to an air traffic controller, while scale brings heavier requirements around airspace integration, safety site surveys, and Remote ID-based identification. He also argues the real bottleneck is talent, both multi-drone operators and domestic builders, as the industry shifts toward more US-based manufacturing and component supply chains.

Major Takeaway: Part 108 could turn drones from “one pilot, one aircraft” into a scalable network business, making drones-as-a-service viable at real margins, but the winners will be the ones who can pair regulatory unlocks with operational discipline, safety integration, and a workforce that can run autonomy at scale. Read More

Portugal builds Europe’s first dedicated drone carrier, D João II

Portugal is building what it describes as Europe’s first dedicated drone carrier, the 107.6-metre NRPD João II, a modular naval platform built to operate unmanned aerial, surface, and underwater systems. The €132 million ship is being built by Damen in Galați, Romania, largely funded by EU recovery funds, and is scheduled for delivery in the second half of 2026. The core design is flexibility: the Navy says it can swap equipment and shift mission profiles within about a week, supporting everything from environmental monitoring and oceanographic data collection to search and rescue, disaster response, maritime surveillance, and evacuations. The article also frames it as a response to Portugal’s massive maritime jurisdiction and rising hybrid-threat concerns, especially around undersea infrastructure, while acknowledging that command and control for dispersed unmanned fleets is technically demanding. The ship is designed around open systems so it can integrate emerging technologies like AI over time, always with human supervision.

Major Takeaway: Portugal is betting that a modular, drone-first ship can deliver more operational reach per euro than traditional platforms, blending science, surveillance, and security missions into one reconfigurable carrier built around unmanned scale and rapid mission switching. Read More

Revolution Drones and Exedy Drones target US ag spray drone market as FCC rewrites the rules

AgFunderNews describes a US ag spray drone market being reshaped by the FCC’s December move that blocks authorization for new foreign-made drone models and critical components, forcing a scramble to build and scale domestic alternatives. Exedy Drones, backed by automotive supplier EXEDY Globalparts, is repurposing Michigan manufacturing capacity and aiming to increase US content over time, while calling batteries, motors, and controllers key near-term constraints. Revolution Drones, founded by North Carolina farmer Russell Hedrick, is stitching together a multi-state domestic supply chain and says it has already sold about 250 units with near-term production ramps planned, even as some motors, radar, and battery components remain difficult to localize without major cost increases. Market data shows the tension: acreage sprayed by drones grew 58.7% to 16.4 million acres in 2025, but new drone sales fell 59% as DJI imports were disrupted, and price per acre dropped from $21 to $13 amid aggressive competition and undercutting by non-Part 137 operators. The piece notes that existing FCC-authorized foreign drones remain legal for now, exemptions exist through 2027 for certain categories, and covered manufacturers’ previously authorized drones can still receive firmware and software updates through at least January 1, 2027, but new platform authorizations are the long-term choke point.

Major Takeaway: US ag spray drones are growing in real usage while the supply chain and regulatory stack is rewriting who gets to sell the next generation, and the near-term winners will be the companies that can reliably manufacture, service, and keep parts flowing under the new FCC framework, not just build a competitive airframe. Read More

About Lucid Bots

Founded in 2018, Lucid Bots is an AI robotics company that is committed to uplifting humanity by building the world's most productive and responsible robots that can do dangerous and demanding tasks.

Headquartered in Charlotte, the company engineers, manufactures, and supports its products domestically, which include the Sherpa, a cleaning drone, and the Lavo, a pressure-washing robot.

Lucid Bots' products are elevating safety and efficiency for a growing number of customers around the world. Lucid is a Y Combinator-backed company, with investments from Cubit Capital, Idea Fund Partners, Danu Ventures, and others. Lucid Bots was recently recognized as the fastest growing robotics manufacturer in the United States.

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Love startups, robots, and business growth stories?

Join the 2,000+ readers and subscribe to our Robot Rundown 🚀

January 22, 2026
|
2 MIN READ

From Delivery to Forecasting, Drones and Robotics Are Moving Into Everyday Infrastructure

TL;DR Drone tech is quickly turning into real infrastructure on multiple fronts. Zipline is pouring a fresh $600M into scaling its delivery network, expanding into Houston and Phoenix and aiming to enter at least four new states in 2026 as it blows past 2M lifetime deliveries. At the same time, University of Oklahoma researchers are using drones to capture frequent boundary-layer data for the 3D Mesonet, targeting better short-term forecasts for severe storms and tricky winter precipitation that today’s balloon schedule can miss. And on the broader robotics side, Jensen Huang is pitching “physical AI” as Europe’s once-in-a-generation opening, arguing the region can fuse its industrial base with AI, but only if it gets serious about energy supply and the infrastructure layer needed to compete.

Zipline to Expand Drone Delivery to Houston, Phoenix With $600M Raise

Zipline is gearing up for a major U.S. expansion in 2026, announcing plans to bring its home drone delivery service to Houston and Phoenix in early 2026 and to enter at least four new states by the end of the year. The move is backed by a fresh $600 million raise and comes alongside a milestone the company is using as proof of momentum: more than 2 million global deliveries since launching in 2016, which Zipline claims is greater than all other drone delivery providers combined, with Wing cited at just over half a million trips. Operationally, Zipline is leaning into regulatory and tech credibility to frame this as real infrastructure, not a pilot. It holds FAA Part 135 certification (2023) and received authorization to begin BVLOS operations (2024), and it has been pioneering UTM-enabled operations with Walmart in Dallas Fort Worth. The company also highlighted how quickly adoption is accelerating in DFW, with new sites reportedly hitting 100 daily deliveries in as little as two days, and positioned its two-platform approach as a scale play. Platform 1 handles longer-range deliveries, while Platform 2 focuses on neighborhood-style home delivery that can reposition between docks based on demand. Zipline says it is now valued at $7.6B, has flown 125 million autonomous commercial miles, and is expanding manufacturing capacity to support production of up to 15,000 drones per year, signaling it expects demand and deployment to keep compounding.

Major Takeaway: Zipline is betting that drone delivery has crossed the novelty threshold in the U.S., and with fresh capital, regulatory progress, and accelerating repeat usage, it is pushing to make autonomous logistics feel like an everyday utility across multiple states in 2026. Read More

OU Research Team Testing Drone Technology to Improve Weather Forecasting

A University of Oklahoma team is putting drones to work in a very specific gap in U.S. weather observing: the atmospheric boundary layer, where small changes can quickly turn into big forecasting misses. Through a new effort called the 3D Mesonet, researchers are flying instrumented drones from existing Oklahoma Mesonet sites to capture more frequent, more localized vertical profiles than traditional tools like weather balloons, which typically only launch twice a day. Backed by a contract from NOAA’s National Mesonet Program, the Oklahoma Climatological Survey is using the CopterSonde-SWX platform in weekly flights at the Kessler Atmospheric and Ecological Field Station, with a goal of ramping up to hourly launches through early April. The point is simple and high impact: more real-time boundary layer data could sharpen short-term forecasts for thunderstorms, severe winds, and winter precipitation types, especially in situations where the timing and location of storm initiation, or a narrow temperature shift that decides sleet versus freezing rain, really matters. The team is already sending test flight data to the National Weather Service, and OU is positioning Oklahoma as the first state to deliver these kinds of drone-based profiles through the National Mesonet Program. Longer term, they want to push toward multi-site operations that do not require a pilot and observer on site, moving the system closer to the always-on feel of the Mesonet’s automated towers.

Major Takeaway: The 3D Mesonet is a clear step toward making drone-based atmospheric profiling a practical forecasting input, turning boundary layer measurements from “nice to have” research data into a higher-frequency signal that could meaningfully improve short-term, high-stakes weather prediction. Read More

Nvidia’s Jensen Huang says AI robotics is a ‘once-in-a-generation’ opportunity for Europe

Jensen Huang used Davos to make a very direct pitch to Europe: the region’s biggest advantage in the next AI wave is not software, it is factories. His argument is that Europe already has an unusually strong industrial and manufacturing base, and the real unlock is fusing that capability with modern AI to create what he called “physical AI,” meaning autonomous robotics that can operate in the real world. In his framing, this is a chance for Europe to leap past the software era that has been dominated by the U.S. and define the next platform shift through machines that build, move, and do work. The momentum is already building. European industrial giants like Siemens, Mercedes-Benz, Volvo, and Schaeffler have been announcing new robotics projects and partnerships, while U.S. Big Tech has been doubling down too, with moves like Tesla’s heavy Optimus push, DeepMind publishing robotics-focused AI models, and Nvidia partnering with Alphabet on physical AI.  The constraint, Huang said, is not imagination, it is infrastructure. Specifically, Europe needs to get serious about energy supply and costs if it wants to support the AI compute buildout required for this shift, because the “infrastructure layer” is where AI ecosystems are won or lost, and the broader AI buildout is still early compared to what is coming.

Major Takeaway: Huang is positioning AI robotics as Europe’s best shot at leading the next tech platform shift, but the message comes with a hard requirement that without major energy and infrastructure investment, Europe risks having the industrial talent and demand while missing the compute foundation needed to scale it. Read more

About Lucid Bots

Founded in 2018, Lucid Bots is an AI robotics company that is committed to uplifting humanity by building the world's most productive and responsible robots that can do dangerous and demanding tasks.

Headquartered in Charlotte, the company engineers, manufactures, and supports its products domestically, which include the Sherpa, a cleaning drone, and the Lavo, a pressure-washing robot.

Lucid Bots' products are elevating safety and efficiency for a growing number of customers around the world. Lucid is a Y Combinator-backed company, with investments from Cubit Capital, Idea Fund Partners, Danu Ventures, and others. Lucid Bots was recently recognized as the fastest growing robotics manufacturer in the United States.

January 16, 2026
|
2 MIN READ

Robots Are Growing Up: What CES 2026, Market Growth, and Drone Delivery Tell Us

TL;DR CES 2026 showed robotics leveling up fast as AI improves autonomy, with everything from humanoids and home-helper concepts to weird AI companion pets. The market outlook is equally bullish, projecting robotics to grow from $51.5B (2025) to $199.5B (2035) as robots become core infrastructure, especially in industrial settings. Meanwhile, drone delivery is moving from “future” to routine, with Walmart + Wing expanding to 150 more stores and aiming to reach ~40M Americans by end of 2026.

The robots we saw at CES 2026: The lovable, the creepy and the utterly confusing

CES has always been a magnet for attention-grabbing robots, but Engadget framed 2026 as a real inflection point. With AI materially improving robot “brains” and autonomy, the show moved beyond novelty and leaned into systems that can actually do more on their own. Humanoids were front and center: Agibot’s lineup stood out, with the smaller X2 learning complex choreography and the larger A2 holding real conversations while actively operating booths. On the consumer side, robotics stretched past the standard vacuum demos. Dreame showed a multipurpose extendable arm capable of picking up objects and cleaning corners, along with a stair-climbing concept that handled full-size steps. Roborock introduced its own stair-climbing vacuum concept, while LG’s CLOiD ran an extended demo folding laundry, fetching drinks, and assisting in the kitchen, impressive, even if still conceptual. AI companions were everywhere as well, from Sharp’s Poketomo to Takway’s Sweekar pocket pet and Ludens AI’s Cocomo. At the other end of the spectrum, Realbotix leaned into realism, showcasing humanoids with facial tracking and expression-reading vision tech that many found unsettling.

Major Takeaway: CES 2026 made it clear that robotics is accelerating quickly, with more autonomy and a broader range of form factors, but also highlighted the tension between practical, value-driving machines and human-like robots that still feel difficult to trust. Read More

Robotics market projected to reach US$ 199.50 billion by 2035

A new market outlook from Astute Analytica projects the global robotics market will grow from $51.51 billion in 2025 to $199.50 billion by 2035, driven by sustained investment and clear industrial demand. The report argues robotics has moved beyond pilots and demos into core operational infrastructure, powered by embodied AI and use cases that are increasingly non-optional for companies. It highlights rapid industrial expansion, noting that the operational stock of industrial robots reached roughly 4.7 million units with 9% year-over-year growth, and that China accounted for 54% of global robot supply. Hardware represents the largest share of the market at 44.7%, while industrial robots remain the dominant category at 35.5%, led by manufacturing use cases such as welding, painting, and assembly. The outlook also points to growing deployments in logistics and healthcare, and ties future growth to the convergence of generative AI with humanoid platforms capable of more complex work.

Major Takeaway: Robotics is increasingly being treated as critical infrastructure, not experimentation, driven by industrial demand, hardware-heavy economics, and the next wave of embodied AI expanding what robots can realistically handle. Read More

Walmart expands drone delivery with Wing to 150 more stores

Wing is significantly expanding its Walmart drone delivery operations, adding service to 150 more U.S. stores and extending coverage from Los Angeles to Miami. Axios notes that what once sounded futuristic is already routine for some customers, with certain Dallas users ordering Wing drone deliveries multiple times per week. Walmart and Wing project that by the end of 2026, roughly 40 million Americans could have access to the service, with upcoming metro launches planned for Los Angeles, St. Louis, Cincinnati, and Miami. The operating model is designed for scale and repeatability: customers order through Wing’s app, items are packed into a small basket, loaded into a fenced parking-lot “nest,” and flown autonomously while human pilots oversee flights from a centralized hub. Deliveries are currently free as Wing prioritizes adoption, with plans to integrate the service directly into Walmart’s app as the network grows toward more than 270 locations by 2027.

Major Takeaway: Walmart and Wing are pushing drone delivery toward the mainstream by scaling aggressively, standardizing operations, and betting that speed and convenience for everyday essentials will drive consistent, repeat usage. Read More

About Lucid Bots

Founded in 2018, Lucid Bots is an AI robotics company that is committed to uplifting humanity by building the world's most productive and responsible robots that can do dangerous and demanding tasks.

Headquartered in Charlotte, the company engineers, manufactures, and supports its products domestically, which include the Sherpa, a cleaning drone, and the Lavo, a pressure-washing robot.

Lucid Bots' products are elevating safety and efficiency for a growing number of customers around the world. Lucid is a Y Combinator-backed company, with investments from Cubit Capital, Idea Fund Partners, Danu Ventures, and others. Lucid Bots was recently recognized as the fastest growing robotics manufacturer in the United States.

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How Lucid Bots is Helping Concrete Curing with Smart Robotics

How Lucid Bots is Helping Concrete Curing with Smart Robotics

Industries
Lavo Bot
Sherpa Drone

Drone Cleaning at Cajundome

Drone cleaning at Cajundome

Case Studies
Sherpa Drone

The Era of AI Entrepreneurship | An Unfiltered Conversation with Victorio Pellicano

Hear insights from Andrew Ashur and Victorio Pellicano in this special episode!

Podcasts

Drone Clean USA Revolutionizes Soft Washing with Drone Technology

In this case study, we explore how Drone Clean USA, led by founder David Wheeler, is using drone technology to revolutionize soft washing. Discover how they tackled a challenging six-story apartment complex in Charleston, South Carolina—an area inaccessible by traditional methods. With their innovative Sherpa drone, they completed the job more safely, efficiently, and effectively than ever before. See how this veteran-owned business stands out in a crowded market by combining technology with a commitment to safety, client trust, and efficiency. Drone Clean USA is setting new standards in the cleaning industry and aiming for national expansion.

Case Studies
Sherpa Drone

Drone Roof and Building cleaning at The Inn on Biltmore Estate July 2022 Full Video

Baker SoftWash was contracted to clean the front half of the concrete tile roof and all the windows on the customer entrance side of the Inn on Biltmore Estate in Asheville NC. The Inn is a seven-stories tall and they were able to utilize the Sherpa drone to safely apply a soft washing solution to the roof to get rid of the GleoCapsa Magma on the roof and bring the true beauty of this concrete tile roof back. They were able to clean the roof with the drone while other crews cleaned the Inn and the windows.

Case Studies
Sherpa Drone

Lucid Bots Acquires AI Powerhouse Avianna

Andrew Ashur shares Lucid's news of purchasing AI company Avianna.

Company

Lucid Bots Podcast

How Ryan Godwin is Transforming Exterior Cleaning with the Sherpa Drone

Dive into the future of exterior cleaning with Ryan Godwin, the visionary behind Lucid Bots. Discover how Ryan is leveraging cutting-edge robotics to revolutionize cleaning for buildings and outdoor surfaces—boosting efficiency, safety, and sustainability.

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Maximize Efficiency with Autonomous Surface Cleaning

"You quickly recover that investment in just a couple of months... With this approach, you can reduce operating expenses by 40 percent or more."

– Francisco Oliveras, Owner, PWR Wash PR

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