Claims ledger

Humanoid: beta robots at customer sites in Q4 2026

As of Saturday, October 31, 2026: No named customer-site beta found.

UBTech: annual capacity of 5,000 industrial humanoids by 2026

As of Saturday, October 31, 2026: The 2025 delivery target was beaten: Omdia counts 1,079 full-size units delivered in 2025, against the 500 promised, and UBTech reported the 1,000th Walker S2 off its Liuzhou line in early 2026.

Lightberry Lumi: Founder Edition ships in 2026 under a conditional US approval

As of Saturday, October 31, 2026: Reservations open at $39,990; no delivery reported.

1X NEO: consumer deliveries in the US in 2026

As of Thursday, October 29, 2026: No confirmed consumer-home delivery found.

US Section 232 on robotics: negotiate first, update due in 180 days

As of Thursday, October 29, 2026: Signed yesterday.

FCC: Intel's one-year waiver to keep using foreign-made robots in its fabs

As of Saturday, October 31, 2026: Waiver in force, nine days old.

Tesla Optimus: deliveries to companies outside Tesla around the end of 2027

As of Saturday, October 31, 2026: Early production in Fremont, no external deliveries.

Hyundai: production Atlas on the line at the Georgia Metaplant in 2028

As of Saturday, October 31, 2026: Announced, not started.

Agility Robotics: public via SPAC at $2.5B, raising ~$620M

As of Saturday, November 7, 2026: Met on the listing, short on the proceeds.

AgiBot: Hong Kong listing in Q3 2026 at HK$40–50B

As of Saturday, October 31, 2026: Q3 passed with no filing.