Skild Brain to assemble NVIDIA Blackwell with Foxconn

Skild AI's progress shows how AI is moving into physical assembly lines. The company's partnership with NVIDIA and Foxconn for Blackwell systems highlights a shift from manual robot programming to AI-driven adaptation. Skild's growth to 60+ customers and $100M ARR in 10 months underscores demand for flexible automation.

The Boring Company's $3 billion raise and $23 billion valuation point to continued investor interest in tunneling and transit infrastructure. Its Prufrock machines and Loop network expansion in Las Vegas, Dubai, and Nashville could reshape urban transportation. Meanwhile, funding in robotics like Maven and Antioch suggests a broader push toward industrial AI.

How these bets pay off hinges on whether AI can reliably handle high-mix production and whether autonomous systems meet safety and quality standards. For manufacturers, the payoff is less downtime and faster line changes; for investors, it's whether these startups can scale beyond pilots.