Weekly Tally #1: week of October 23, 2026

Weekly Tally · Issue #1 · Week of October 23, 2026

The Weekly Tally is a one-image snapshot of our tracker. It shows status as verifiable in public sources, not as announced.

How to read the counts

• Each chip is one tracker entry: one company paired with one customer. The counts in the top tiles add up entries, not companies and not robot units. Agility, for example, has a chip for each of GXO, Schaeffler, Toyota Canada and AGCO.
• Color is status. PAID, PILOT, INTERNAL and ANNOUNCED each have their own color. Companies with no verified deployment are listed in one line along the bottom.
• An asterisk (*) means public sources leave the status unclear. In the tiles, the small "+N*" next to a count is how many of those entries carry an asterisk. They're counted separately so you can discount them.
• Excluded rows stay in our tracker but are left off the chart and the counts.

This week

• ▲ New: HIVE Robots × Føtex: new PILOT, overnight shelf restocking (teleoperated).
• ▲ New: YITA raises >RMB 100M seed; Galbot and Fourier invest.
• ▼ AgiBot Hong Kong IPO slips to 2027. This is reported, not confirmed.

The calls we made, and why

These are the editorial calls behind the chart, approved on October 22, 2026. Asterisked ones are the ones we're least sure of.

• Figure AI / BMW: PAID*. Commercial agreement and production use, but payment terms and fleet size aren't disclosed.
• AgiBot: PAID*. Volume sales (10,000 units, RMB 1.05B 2025 revenue), but no named customer.
• Sanctuary AI / Magna: PILOT*. Announced in 2024. No plant or unit count disclosed since.
• XPeng / own stores: INTERNAL*. Internal use is planned but not yet verified in use.
• Boston Dynamics / Hyundai: INTERNAL. Hyundai owns Boston Dynamics, and Atlas is training on site.
• Agility / AGCO: ANNOUNCED. The pilot starts in 2027. It's not a deployment yet.
• Minerva: NONE VERIFIED. Paid pilots are only planned, and no customer is named.
• 1X: NONE VERIFIED. Pre-orders only.
• UBTech / Bitcoin Japan: excluded. It's a distribution deal, not an end customer.

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Not investment advice.