Research guide / Market structure

Physical AI Market Map

Map the market by the function a company or project supplies, then follow its products, models and evidence. This avoids mixing a research checkpoint, robot manufacturer, software platform and delivery operator into one misleading ranking.

Source contextPrimary specReviewed
Sources 12
Boston Dynamics — official portfolio and company information

Boston Dynamics · Publication date not disclosed · Source accessed 2026-09-28

Official page read during live research; confirms identity and listed offering. Performance language remains a company claim.

Brain Corp — official portfolio and company information

Brain Corp · Publication date not disclosed · Source accessed 2026-09-28

Official page read during live research; confirms identity and listed offering. Performance language remains a company claim.

Vention — official portfolio and company information

Vention · Publication date not disclosed · Source accessed 2026-09-28

Official page read during live research; confirms identity and listed offering. Performance language remains a company claim.

Waymo — official portfolio and company information

Waymo · Publication date not disclosed · Source accessed 2026-09-28

Official page read during live research; confirms identity and listed offering. Performance language remains a company claim.

AutoStore — official portfolio and company information

AutoStore · Publication date not disclosed · Source accessed 2026-09-28

Official page read during live research; confirms identity and listed offering. Performance language remains a company claim.

Gemini Robotics model family

Google DeepMind · Publication date not disclosed · Source accessed 2026-09-28

google-deepmind/mujoco official repository

google-deepmind · Publication date not disclosed · Source accessed 2026-09-28

Official README inspected live. Repository code terms do not automatically cover model weights, data, or third-party assets.

huggingface/lerobot official repository

huggingface · Publication date not disclosed · Source accessed 2026-09-28

Official README inspected live. Repository code terms do not automatically cover model weights, data, or third-party assets.

google-deepmind/open_x_embodiment official repository

google-deepmind · Publication date not disclosed · Source accessed 2026-09-28

Official README inspected live. Repository code terms do not automatically cover model weights, data, or third-party assets.

Starship Technologies — official portfolio and company information

Starship Technologies · Publication date not disclosed · Source accessed 2026-09-28

Official page read during live research; confirms identity and listed offering. Performance language remains a company claim.

GXO multi-year agreement with Agility Robotics

GXO · Published 2024-06-27 · Source accessed 2026-09-28

Customer describes commercial live-warehouse operation after a pilot. Does not identify current Digit 5 hardware.

Digit 5 product and development disclaimer

Agility Robotics · Publication date not disclosed · Source accessed 2026-09-28

Reviewed recordLast reviewed 12 sources ↗4 sourced fields
Identity boundary. Original PhysicalAI.best editorial guide. Source links support factual examples; evaluation questions and decision rules are editorial guidance, not upstream endorsements.

Classify the offering before the company

Use the market map as a navigation aid. The relevant object may be a robot system, model, simulator, component, application platform or operated service. Companies can occupy several layers at once, so a single category should not erase the rest of their portfolio. For example, Vention’s design and controls offering addresses different decisions from a complete robot purchase or a delivery-service contract.

Source contextPrimary specReviewed
Sources 2
Vention — official portfolio and company information

Vention · Publication date not disclosed · Source accessed 2026-09-28

Official page read during live research; confirms identity and listed offering. Performance language remains a company claim.

Waymo — official portfolio and company information

Waymo · Publication date not disclosed · Source accessed 2026-09-28

Official page read during live research; confirms identity and listed offering. Performance language remains a company claim.

Robot makers and installed systems

Hardware suppliers can sell a robot, an application cell or an integrated facility system. Boston Dynamics’ task-specific portfolio and AutoStore’s storage-system components illustrate the distinction. Compare suppliers against the workflow and installation scope the buyer needs. Do not rank a mobile inspection robot against a warehouse storage system merely because both are grouped under physical AI.

Source contextPrimary specReviewed
Sources 2
Boston Dynamics — official portfolio and company information

Boston Dynamics · Publication date not disclosed · Source accessed 2026-09-28

Official page read during live research; confirms identity and listed offering. Performance language remains a company claim.

AutoStore — official portfolio and company information

AutoStore · Publication date not disclosed · Source accessed 2026-09-28

Official page read during live research; confirms identity and listed offering. Performance language remains a company claim.

Models and autonomy software

Model developers and autonomy-platform suppliers occupy different positions from manufacturers. Google DeepMind documents action and reasoning models, while Brain Corp supplies software associated with partner hardware and commercial operations. A map should show who develops the intelligence, what hardware it is actually connected to and how access works. A claimed multi-embodiment model still needs evidence for each product integration.

Source contextPrimary specReviewed
Sources 2
Gemini Robotics model family

Google DeepMind · Publication date not disclosed · Source accessed 2026-09-28

Brain Corp — official portfolio and company information

Brain Corp · Publication date not disclosed · Source accessed 2026-09-28

Official page read during live research; confirms identity and listed offering. Performance language remains a company claim.

Tools, data and simulation

Research tools can be useful to developers without being turnkey systems for an industrial buyer. MuJoCo, LeRobot and dataset projects sit at different parts of the development workflow. Their public availability should be recorded alongside maintenance, integration and license conditions. Avoid treating open code, open weights, open datasets and a freely accessible paper as interchangeable forms of access.

Source contextEditorial synthesisReviewed
Sources 3
google-deepmind/mujoco official repository

google-deepmind · Publication date not disclosed · Source accessed 2026-09-28

Official README inspected live. Repository code terms do not automatically cover model weights, data, or third-party assets.

huggingface/lerobot official repository

huggingface · Publication date not disclosed · Source accessed 2026-09-28

Official README inspected live. Repository code terms do not automatically cover model weights, data, or third-party assets.

google-deepmind/open_x_embodiment official repository

google-deepmind · Publication date not disclosed · Source accessed 2026-09-28

Official README inspected live. Repository code terms do not automatically cover model weights, data, or third-party assets.

Operators and end-user workflows

An operated service is judged through coverage, workflow, support and operating evidence as well as the underlying robot. Waymo’s passenger service and Starship’s delivery partnerships illustrate this layer. Distinguish the operator, hardware developer and customer where the sources allow. A consumer using a service does not automatically have access to buy or license the system behind it.

Source contextPrimary specReviewed
Sources 2
Waymo — official portfolio and company information

Waymo · Publication date not disclosed · Source accessed 2026-09-28

Official page read during live research; confirms identity and listed offering. Performance language remains a company claim.

Starship Technologies — official portfolio and company information

Starship Technologies · Publication date not disclosed · Source accessed 2026-09-28

Official page read during live research; confirms identity and listed offering. Performance language remains a company claim.

Use commercial maturity as a separate dimension

Keep research release, demonstration, pilot, paid deployment and recurring operation separate from market category. GXO’s Digit commercial account is evidence about a defined workflow; current Digit 5 development remains a separate record. A company can simultaneously operate one product and develop another. Apply the maturity label to the particular system or deployment rather than to the entire organization.

Source contextEditorial synthesisReviewed
Sources 2
GXO multi-year agreement with Agility Robotics

GXO · Published 2024-06-27 · Source accessed 2026-09-28

Customer describes commercial live-warehouse operation after a pilot. Does not identify current Digit 5 hardware.

Digit 5 product and development disclaimer

Agility Robotics · Publication date not disclosed · Source accessed 2026-09-28

Read gaps as research priorities

An absent price, model version or deployment metric is information about current evidence coverage. Follow the graph to identify which source would resolve it: technical documentation, a customer statement, a dated quote or a reproducible evaluation. Use the map to build a task-specific shortlist and update queue. Company visibility, financing and sponsorship should not determine evidence quality or comparison outcomes.

Source contextPrimary specReviewed
Sources 2
Vention — official portfolio and company information

Vention · Publication date not disclosed · Source accessed 2026-09-28

Official page read during live research; confirms identity and listed offering. Performance language remains a company claim.

GXO multi-year agreement with Agility Robotics

GXO · Published 2024-06-27 · Source accessed 2026-09-28

Customer describes commercial live-warehouse operation after a pilot. Does not identify current Digit 5 hardware.

Additional disclosed fields

Robot-system example
Boston Dynamics separates Spot, Stretch and Atlas offerings
Primary specReviewed
Sources 1
Boston Dynamics — official portfolio and company information

Boston Dynamics · Publication date not disclosed · Source accessed 2026-09-28

Official page read during live research; confirms identity and listed offering. Performance language remains a company claim.

Autonomy-platform example
Brain Corp supplies BrainOS and associated commercial software offerings
Primary specReviewed
Sources 1
Brain Corp — official portfolio and company information

Brain Corp · Publication date not disclosed · Source accessed 2026-09-28

Official page read during live research; confirms identity and listed offering. Performance language remains a company claim.

Automation-platform example
Vention spans cell design, programming, controls and operations software
Primary specReviewed
Sources 1
Vention — official portfolio and company information

Vention · Publication date not disclosed · Source accessed 2026-09-28

Official page read during live research; confirms identity and listed offering. Performance language remains a company claim.

Service-operator example
Waymo offers ride-hailing alongside the Waymo Driver technology
Primary specReviewed
Sources 1
Waymo — official portfolio and company information

Waymo · Publication date not disclosed · Source accessed 2026-09-28

Official page read during live research; confirms identity and listed offering. Performance language remains a company claim.

What this evidence does not establish

  • This map is a functional classification, not a market-share estimate or investment ranking.
  • Presence in a category does not imply validated performance, revenue or commercial availability.

Relationships & deployments

Related reading is an editorial crosslink. Sourced connections describe relationships reported in the cited material. A link to a versioned profile does not establish compatibility with that version unless the connection note explicitly identifies it.

Record history & verified changes

A research review records when we checked a source. It does not mark a product launch or a new deployment.

Initial reviewed record. No subsequent field change has been recorded.

Inspect the evidence

Sources & evidence

co-boston-dynamics
Boston Dynamics — official portfolio and company information

Boston Dynamics · Official spec · Publication date not disclosed · Source accessed 2026-09-28

Factual summary and attribution only; no upstream prose or dataset redistributed.

Official page read during live research; confirms identity and listed offering. Performance language remains a company claim.

md-gemini-models
Gemini Robotics model family

Google DeepMind · Official spec · Publication date not disclosed · Source accessed 2026-09-28

Factual summary and attribution only; no upstream prose, images, weights, or dataset redistributed.

md-mujoco
google-deepmind/mujoco official repository

google-deepmind · Repository · Publication date not disclosed · Source accessed 2026-09-28

License: Apache-2.0 code; CC BY 4.0 documentation. Factual summary and attribution only; no upstream prose, images, weights, or dataset redistributed.

Official README inspected live. Repository code terms do not automatically cover model weights, data, or third-party assets.

md-lerobot
huggingface/lerobot official repository

huggingface · Repository · Publication date not disclosed · Source accessed 2026-09-28

License: Apache-2.0 code. Factual summary and attribution only; no upstream prose, images, weights, or dataset redistributed.

Official README inspected live. Repository code terms do not automatically cover model weights, data, or third-party assets.

md-openx
google-deepmind/open_x_embodiment official repository

google-deepmind · Repository · Publication date not disclosed · Source accessed 2026-09-28

License: Apache-2.0 repository software; CC BY 4.0 other repository content; constituent dataset licenses separate. Factual summary and attribution only; no upstream prose, images, weights, or dataset redistributed.

Official README inspected live. Repository code terms do not automatically cover model weights, data, or third-party assets.

co-starship-technologies
Starship Technologies — official portfolio and company information

Starship Technologies · Official spec · Publication date not disclosed · Source accessed 2026-09-28

Factual summary and attribution only; no upstream prose or dataset redistributed.

Official page read during live research; confirms identity and listed offering. Performance language remains a company claim.

pr-dep-gxo-digit
GXO multi-year agreement with Agility Robotics

GXO · Customer · Published 2024-06-27 · Source accessed 2026-09-28

Factual summary and attribution only; no upstream prose or dataset redistributed.

Customer describes commercial live-warehouse operation after a pilot. Does not identify current Digit 5 hardware.

pr-digit5
Digit 5 product and development disclaimer

Agility Robotics · Official spec · Publication date not disclosed · Source accessed 2026-09-28

Factual summary and attribution only; no upstream prose or dataset redistributed.