🤖 Robotics Index Weekly Digest

📊 Quick Themes This Week

1. CES 2026 Accelerates Robotics Narrative Across multiple vendors and ecosystems, CES solidified “Physical AI” and humanoid robotics as directional industry trends.

2. Strategic Shifts and New Units Arm’s Physical AI business unit launch reflects strategic corporate adaptation to the convergence of AI and robotics hardware/software.

3. Company‑Level Activity Serve Robotics and Ondas Holdings saw market and corporate action, while Faraday Future signaled ambitions to enter commercial robotics alongside EV deployment.

Arm Holdings – Physical AI Business Unit Launch

Headline: Arm launches “Physical AI” unit to expand robotics market

Source: Reuters – https://www.reuters.com/business/autos-transportation/arm-launches-physical-ai-division-expand-robotics-market-2026-01-07/ 

Summary: Arm Holdings has created a new business unit called “Physical AI” focused on robotics and automotive technologies. Announced during CES 2026, the unit combines robotics and automotive efforts to capture growth in advanced robotics and AI‑powered systems.

Serve Robotics – Market Reaction and CEO Commentary

Headline: Serve Robotics stock nears record streak as CEO previews 2026 plans

Source: StockTwits – https://stocktwits.com/news-articles/markets/equity/serv-stock-nears-record-streak-as-ceo-teases-a-lot-coming-up-this-year/cmU258SR45w 

Summary: Serve Robotics (NASDAQ: SERV), known for AI‑powered delivery robots, saw extended stock gains as the CEO outlined confidence in achieving “profitable positive unit economics” and reiterated growth following U.S. fleet expansion.

Faraday Future Intelligent Electric Inc. – Entry Into Embodied AI Robotics

Headline: Faraday Future unveils FX Super One roadmap and enters embodied AI robotics sector

Source: Zawya / Refinitiv – https://www.zawya.com/en/press-release/companies-news/faraday-future-unveils-fx-super-one-roadmap-enters-embodied-ai-robotics-sector-l45o0ozk 

Summary: Faraday Future (NASDAQ: FFAI) announced a comprehensive delivery and production roadmap for its FX Super One vehicle and outlined its planned entry into the embodied AI robotics market, with preview robotics products shown at CES and a goal to commercialize humanoid robotics as part of a five‑year plan.

Consumer Electronics Show (CES 2026) – Industry‑Wide Robotics Buzz

Headline: Humanoid robots captivate crowds at CES 2026

Source: Investor’s Business Daily – https://www.investors.com/news/technology/ces-2026-humanoid-robots-captivate-crowds/ 

Summary: At CES 2026 in Las Vegas, humanoid robots and “Physical AI” technologies drew significant attention, with companies like Agility Robotics, Hyundai, LG, and Unitree showcasing robots capable of performing a range of physical tasks — signaling broader industry focus on autonomous, AI‑enabled machines rather than conceptual demos.

Headline: Nvidia announces humanoid robot plans at CES 2026

Source: Yahoo Finance – https://finance.yahoo.com/news/nvidia-announces-humanoid-robot-plans-self-driving-car-technologies-at-ces-2026-230048118.html 

Summary: Nvidia highlighted its robotics and AI technology roadmap at CES, showing how its latest hardware and software platforms support AI‑driven robotics development across multiple partners and applications.

Ondas Holdings – Autonomous Systems Offering

Headline: Ondas Holdings prices $1B registered direct offering

Source: Ondas.com press release – https://www.ondas.com/post/ondas-holdings-inc-successfully-prices-1-billion-stock-and-warrant-sale-above-market-price 

Summary: Ondas Holdings Inc. (NASDAQ: ONDS), a provider of autonomous aerial and ground robot intelligence, announced a $1 billion stock and warrant offering priced above market, indicating investor support for its robotics and private wireless solutions business.