RESEARCH & INTELLIGENCE
Evidence for a moving industry.
Dated primary-source notes. Company announcements describe the companies’ own claims and plans; they are not independent performance evaluations.
24 September 2026 / PRIMARY SOURCE
Industrial robotics reaches a larger installed base
The federation reports about five million industrial robots in use in 2025 and more than 600,000 new installations.
Planning perspective: Installed stock and annual installations measure different things. Neither measures the value of all robotics businesses.
International Federation of Robotics · 24 September 2026 →30 September 2026 / PRIMARY SOURCE
From physical AI experiments to factory validation
The partners announced factory validation of physical AI, with joint deployment planned from fiscal 2027.
Planning perspective: Planned deployment is a future milestone. Teams should still request representative validation and clear acceptance criteria.
FANUC / Hitachi announcement · 30 September 2026 →15 July 2026 / PRIMARY SOURCE
Embodied reasoning meets industrial robotics
Yaskawa announced an agentic system combining MOTOMAN NEXT and Gemini Robotics embodied reasoning.
Planning perspective: An announced system should be assessed on task coverage, fallback behaviour and integration requirements.
Yaskawa / MOTOMAN NEXT · 15 July 2026 →21 October 2026 / PRIMARY SOURCE
Physical AI expands into variable-item logistics
The companies announced a partnership applying physical AI to tasks including piece-picking and returns handling.
Planning perspective: Variable goods create a useful test for perception, handling and exception management.
Universal Robots / Sereact · 21 October 2026 →How we use evidence
Research reviewed 10 November 2026. Each note links to its original source. We distinguish measured historical figures, company announcements and our planning interpretation. This is a curated resource, not a live news feed. No vendor ranking, sponsorship or performance endorsement is implied.