Intelligence
35%Autonomy in the wild: unseen-task success, zero-shot generalization, and safe operation around people — demonstrated, not demoed.
VECTOR 01 / AUTONOMY
01 / METHOD
How the grade works
Four vectors, one gate, one utility signal. The weights below were locked September 26, 2026. Every vector is scored 0–100 from published, attributed evidence — and a vector with no verified evidence is a gap, excluded from the grade rather than scored as zero.
Endurance
25%Sustained operation: verified operating hours, battery and charging duty cycle, fleet uptime in real facilities.
VECTOR 02 / UPTIME
Power
20%Verifiable work capacity: payload the robot demonstrably handles, repeatedly, under load — not a brochure figure.
VECTOR 03 / CAPACITY
Agility
20%Movement capability: reach, dexterity, and locomotion across real terrain and real workstations.
VECTOR 04 / MOTION
The 100-hour gate Qualifier, not a score
Before any robot can be graded, it must clear the anti-vaporware gate: 100 hours of autonomous operation without an E-stop intervention.
One honest note: no manufacturer currently publishes E-stop intervention logs. Until they do, gate status is evaluated on fleet operating evidence — and marked as such on every card below.
Utility Density
useful work ÷ operating hourACTUAL, SAFE, AUTONOMOUS WORK PERFORMED PER HOUR
The single signal the four vectors feed. A grade resists headline specifications that do not translate into dependable work. Composite grades require at least two vectors with verified inputs; grades resting on fewer than four vectors carry a partial-grade mark.
02 / LEADERBOARD
Audit 001 rankings
Only three builders cleared the bar for a graded entry this quarter: each has at least two vectors backed by verified, dated evidence. Everyone else is on the watchlist — real companies, ungraded until the receipts exist.
Galbot S1
GATE FLEET EVIDENCE — 24/7 operation at CATL Ningde since Mar 2026 acceptance (company-reported). E-stop logs unpublished.
68
Nexa-Grade
Partial grade · 3 of 4 vectors
Intelligence · 35%70
Gold in robot skills (pharma sorting), fully autonomous, no teleoperation — World Humanoid Robot Games, Beijing, Aug 2025.
Endurance · 25%80
Running 24 hours/day at CATL Ningde battery base since acceptance testing, Mar 2026. CNY 236M procurement contract.
Power · 20%GAP
Payload figures conflict between developer manual and launch PR. Shown as a gap — not scored, not zero.
Agility · 20%50
Wheeled semi-humanoid mobile manipulator (not bipedal). 170+ autonomous retail units across 40+ cities (GalbotStore).
Evidence on file
- 24/7 industrial operation at CATL Ningde since Mar 2026; CNY 236M (~$35M) procurement contractGalbot company reporting · verified Sep 2026
- 170+ autonomous retail units across 40+ cities; licensed robot pharmacy in Beijing; hospital collaborationGalbot company reporting · verified Sep 2026
- Gold, robot skills (pharma sorting) — fully autonomous at the inaugural World Humanoid Robot GamesWorld Humanoid Robot Games, Beijing · Aug 2025
What moves this grade: publish a single reconciled payload figure for Power, and the partial mark comes off. E-stop logs would clear the gate outright.
Agility Robotics Digit
GATE FLEET EVIDENCE — 65,000+ commercial hours at Amazon, Toyota, GXO (company-reported). E-stop logs unpublished.
65
Nexa-Grade
Intelligence · 35%60
100,000 totes handled at ~98% accuracy at GXO Atlanta (company claim, May 2026). Fence-free cageless design on Digit 5 — certification pending third-party validation.
Endurance · 25%85
65,000+ commercial operating hours across Amazon, Toyota, GXO. Digit 5: 90-min battery, 9-min charge, ~20 hrs/day duty cycle (preliminary company specs, Sept 15, 2026).
Power · 20%60
50 lb (22.7 kg) payload on Digit 5, +40–43% vs Digit 4. Preliminary company specs based on pre-production hardware testing.
Agility · 20%55
Bipedal locomotion, 2.2 m reach, interchangeable hands. 181 cm / 129 kg (preliminary company specs, Sept 15, 2026).
Evidence on file
- 65,000+ commercial hours at Amazon, Toyota, and GXO; 100,000 totes at ~98% at GXO AtlantaAgility Robotics company claims · reported Sep 2026
- Digit 5 unveiled — fence-free design, AI proximity sensors, 50 lb payload, 90-min battery / 9-min chargeAgility Robotics · Sep 15, 2026
- >$300M multi-year orders (May 2026); ~$500M raised total; RoboFab, Salem ORAgility Robotics company disclosures · reported Sep 2026
What moves this grade: third-party certification of fence-free operation lifts Intelligence; published E-stop logs clear the gate outright.
Figure AI Figure 03
GATE FLEET EVIDENCE — 11-month BMW Figure 02 deployment complete; Figure 03 on line since June 2026 (company-reported). E-stop logs unpublished.
63
Nexa-Grade
Partial grade · 2 of 4 vectors
Intelligence · 35%65
Helix 2.5: 56% zero-shot completion across 420 long-horizon tasks in 30 unseen homes. Company-announced Sept 17, 2026 — no independent replication yet.
Endurance · 25%60
11-month BMW Figure 02 deployment complete; Figure 03 on the line since June 2026. Note: duration evidence is Figure 02, not 03.
Power · 20%GAP
No verified payload figure on file. Shown as a gap — not scored, not zero.
Agility · 20%GAP
No verified motion-capability figure on file. Shown as a gap — not scored, not zero.
Evidence on file
- Helix 2.5: 56% zero-shot — 420 long-horizon tasks across 30 rented Bay Area homes, no in-home training dataFigure AI announcement · Sep 17, 2026
- 11-month BMW deployment (Figure 02) complete; Figure 03 on line since June 2026Figure AI company reporting · 2026
- Nscale $3.5B compute deal — up to 100,000 Vera Rubin GPUs, first deployment H2 2027; BotQ ramp 12K → 100K units/yrFigure AI / Nscale · Sep 3, 2026
What moves this grade: independent replication of the Helix results; verified Figure 03 payload and uptime figures. Company-announced is a receipt — independent verification is a better one.
03 / WATCHLIST
On the watchlist
No verified deployment yet — or not enough verified evidence to score two vectors. These are real companies with real programs. They enter the rankings the quarter their receipts arrive.
Tesla
Optimus
On file
~15,000 units of parts ordered for 2026 (supply-chain reports); 1M units/yr Fremont run-rate target (Musk, official line); rare-earth magnet export-license exposure confirmed on Tesla’s April 2025 earnings call.
Supply-chain reporting · Sep 2026 / Musk official statements
The gap
No verified commercial deployment. Early units route to Tesla’s internal “Optimus Academy” training operation — not sale, not logged hours, not a grade.
Unitree
R1 / G1
On file
R1 official pricing $4,900 (Air) / $5,900 — the industry’s price-collapse benchmark. 20–26 DOF, ~1 hr battery. Real, purchasable, shipping; the research-lab default chassis.
Unitree official pricing · verified Sep 2026
The gap
Ships units, not logged autonomous work. No verified deployment hours, no verified payload-under-load, no independent uptime record on file.
AgiBot / Zhiyuan
Genie G2 / Lingxi X2
On file
20,000 robots cumulative (company, Sept 2026); 10B yuan 2027 revenue target; ~100 hrs of factory livestream operations at a tablet plant.
AgiBot company reporting · Sep 2026
The gap
Cumulative shipments are not logged operating hours. Vector-level evidence — per-task success rates, duty cycles, E-stop record — is insufficient for a grade.
Apptronik
Apollo
On file
Mercedes-Benz equity + factory pilots; Jabil manufacturing partnership; GXO partnership; ~$935M raised at $5B+ valuation; Apollo 2 unveiled June 30, 2026; <$50K BOM target.
CNBC · 2026 / Apptronik company announcements
The gap
Pilots are not deployments. No verified deployment count, no logged hours, no task success figures published.
Boston Dynamics
Atlas
On file
Robotics Metaplant Application Center opened inside Hyundai’s Georgia Metaplant (Sept 21, 2026) — Atlas training on factory logistics and parts sequencing. >25,000-unit deployment plan; 30,000/yr robot-factory capacity by 2028.
Hyundai / trade press · Sep 21, 2026 / JPMorgan investor session, May 2026
The gap
The 25,000-unit figure is a company-stated plan — aspirational, not verified. No external customer named yet (expected early 2027). Reuters, Sept 14, 2026: no IPO in 2027.
1X
NEO
On file
100,000 units by late 2027 target (company plan); consumer home-humanoid program.
USA Today · May 1, 2026
The gap
No verified customer home delivery as of July 2026. A target is not a deployment.
XPeng
IRON
On file
Guangzhou IRON production line commissioned (>80% automated); mass production targeted end-2026; China and overseas deliveries in 2027; $900M raise at $6.3B.
XPeng company announcements · Sep 8, 2026
The gap
A commissioned line is not a delivery. No verified customer deliveries on file.
Noetix
Bumi / Hobbs
On file
Bumi humanoid at ~$1,300 starting — price-collapse tier. Hobbs bionic-head platform with reported 32 DoF facial movement; heated-skin demo footage reported.
Noetix / demo reporting · 2026
The gap
Heated-skin and full-facial-movement claims come from social/demo footage — reported, not lab-verified. No verified deployment of any kind.
04 / PROTOCOL
How a robot earns its grade
Pass the gate
Log 100 hours of autonomous operation without an E-stop intervention. The gate is a qualifier — it earns no points.
Publish the logs
Operating hours, factory counts, trial success rates — with source and date. Company-reported counts, labeled as such.
Scored on evidence
Each vector is scored from verified inputs. At least two verified vectors are required for a composite grade.
Quarterly re-audit
Grades expire. Every quarter the Deployment Audit re-scores on fresh evidence — grades can fall as well as rise.
The honesty rule: a missing number is shown as a gap — never invented, never averaged in as zero, never smoothed over. If a grade is wrong because the evidence was wrong, the correction runs on camera and the record is updated in public.
If you can see the future, you’ve already won the future.
The NexaRaubotics mission