Agility Robotics plants its flag in Tesla’s backyard
Agility Robotics is establishing a new training facility in Fremont, California, placing it in direct proximity to Tesla's humanoid robot operations. The company aims to leverage its lead in commercialized robotics as it prepares for a potential public market entry.
Why it matters
The humanoid robotics sector is rapidly maturing, with competition intensifying between established tech giants and specialized startups.
Agility Robotics is opening a 60,000-square-foot facility to train its humanoid robots in Fremont, California, just up the highway from the factory where Tesla is expected to start manufacturing its Optimus robots this year.
Tesla has increasingly bet on Optimus. Elon Musk recently said he expects it to be “the biggest product ever” once it’s “useful outside of Tesla sometime next year.”
While Agility doesn’t have Tesla’s capital, it does have a robot, Digit, that is already useful in the real world. The robot is already generating revenue, carrying totes and bins in manufacturing and warehouse settings for customers like Amazon, GXO, Schaeffler, and Toyota Motor Manufacturing Canada . The company says it has secured $300 million in contract orders for its robots.
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