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Robotics

Oct 3, 2026

Robotics

The Gist

Daiwa House is investing in Persona AI and Hitachi has partnered with Fanuc to push physical AI into real factories, while Vector, PEM Motion, and FMC³ are working on a shared data standard for industrial robots. Meanwhile, a new ALBATROSS robot can auto-rotate itself into the sea and sail on its own, and Michelle Lu, who left NVIDIA in 2022, has built Vsim to train robots through simulation. A free seminar on October 5 will introduce physical AI in manufacturing to anyone who wants to learn more.

Today's Stories

  1. 1

    Free 10/5 seminar on physical AI in manufacturing

    A free online seminar for manufacturers will be held on Monday, October 5, covering the front lines of physical AI and generative AI built on skilled-worker data from factory floors. The session points to factory floor skills and know-how as source material for these AI systems, suggesting a path by which manufacturers may look to turn hands-on experience into machine capability.

    Because the article describes the event only as a seminar, the practical impact hinges on what vendors and manufacturers actually share on the day. Watch the October 5 date for any concrete deployment examples or results.

  2. 2

    Daiwa House fund invests in Persona AI Inc

    The Daiwa House Group Growth Fund, operated by Ignition Point Venture Partners and backed by Daiwa House Ventures, announced an investment in Persona AI Inc, a Houston-based industrial humanoid robot developer founded in 2024. Persona AI's robots are meant to handle skilled tasks such as welding, inspection, maintenance and plate fabrication at shipyards, construction sites and energy infrastructure, which the fund sees as a way to ease labor shortages and improve safety.

    The fund says it was won over by Persona AI's management and its track record in cutting-edge robotics, but the payoff hinges on whether the robots move from planned use to real deployment at industrial sites.

  3. 3

    Hitachi and Fanuc form Physical AI partnership, testing starts now

    Hitachi and Fanuc announced a strategic Physical AI partnership on September 30, 2026, with internal testing starting immediately and customer promotion planned for fiscal 2027. The two companies intend to apply the technology in manufacturing and other sectors, including semiconductors, pharmaceuticals and nursing care.

    The test results will determine how soon the technology is rolled out commercially, with fiscal 2027 as the current target.

  4. 4

    Vector, PEM Motion, FMC³ to build industrial embodied AI data standard

    At the Humanoid Robots Summit 2026 in Stuttgart, Vector Informatik, PEM Motion, and FMC³ Robotics signed a memorandum of understanding to jointly develop a standardized data infrastructure for industrial embodied AI. The partners say the agreement combines their strengths in production engineering, standardized industrial data technologies, robotics, and embodied AI, suggesting the trio sees shared data standards as the groundwork for deploying embodied AI in factories.

    A memorandum of understanding is not a completed joint venture, so the plan hinges on whether the three partners turn it into an operating entity. The body does not specify a timeline or further terms.

  5. 5

    ALBATROSS robot autorotates to sea, sails on its own wings

    Singapore University of Technology and Design developed ALBATROSS, a hybrid aerial-marine robot that autorotates down to water without a parachute, passively self-rights after landing, and reuses its rigid wings as sails. Using the same wings for autorotation and sailing with minimal actuation may let one platform handle aerial deployment and persistent marine sensing, rather than carrying separate systems for descent, landing, and propulsion.

    It is not yet clear whether such platforms can truly combine rapid aerial deployment with persistent, energy-efficient marine sensing. Watch for the peer-reviewed details behind the Science Robotics paper.

  6. 6

    Michelle Lu left NVIDIA in 2022 to found Vsim

    Michelle Lu, co-founder and CEO of Vsim Technology, appeared on Robot Talk Episode 164 to discuss using simulation and artificial intelligence to teach robots new skills. Vsim was founded in 2022 to address what Lu describes as the limitations of simulation-based robotics AI: efficiency, scalability and the sim-to-real gap.

    The test is whether Vsim's approach can close the sim-to-real gap — the difference between simulated training and real-world performance. Lu was previously a Director of Simulation Technology at NVIDIA.

What to Watch

The key question is whether these announcements turn into real-world results: watch the October 5 seminar for concrete deployment examples, Persona AI's move from planned use to actual industrial robots, and the test outcomes that will decide how soon commercial rollout begins, with fiscal 2027 as the current target. Also keep an eye on whether the three-partner memorandum becomes an operating venture, whether new platforms can combine fast aerial deployment with long-lasting, energy-efficient marine sensing, and whether Vsim can close the gap between simulated training and real-world performance.

Sources

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