Changelog

A short week, and its news is counting, not customers. IDC became the third research house to publish a first-half count, on 29 September: about 25,000 humanoids shipped, up 432% year on year, AgiBot first at more than 8,600 and Unitree second, which brackets the half between 19,100 and 25,000 units across three houses that all count wheeled machines and all agree on the order. Agility's amended SEC filing of 30 September added its own first half: not one robot sold, $174,362 of net sales, $120,699 of it from related parties, and a $362.7M operating loss. Tesla's third-quarter deliveries report of 2 October did not mention Optimus. No price, availability stage, verified customer, KPI badge or tier moved. Nothing on the register was scored.

• AgiBot and Unitree: IDC added as a third independent source for 1H 2026 (AgiBot 8,600+, ~35% of ~25,000; Unitree about 5,000, a value read off IDC's chart rather than published). Both units cells keep their two-house ranges, since IDC's AgiBot figure falls inside the range and its Unitree figure is an approximate reading.
• Agility: the S-4/A filed 30 Sep 2026 adds 1H-2026 actuals (no robot sales, $174,362 net sales, $120,699 from related parties, $362.7M operating loss) and lists Amazon only as a strategic investor. New flag: Schaeffler, counted here as a paying customer, is also named a strategic investor in the same filing. Its customer cell is unchanged.
• Figure: new flag. The CEO's claim that BotQ built its 1,000th Figure 03 on 23 Jul 2026 counts units manufactured, not delivered, and rests on his own post alone, so the ~350 units-in-field figure stands.
• Tesla: the Q3-2026 production and deliveries report (2 Oct) gave vehicle and storage figures and no Optimus count. Units cell unchanged.
• Checked and not added: AgiBot's 100 Lingxi X2 robots in ASD cookware stores (ASD is a strategic partner and supplier, terms undisclosed); NEURA's new hospital robot (wheeled, out of scope); Astribot's US launch at $18,000 (wheeled); IDC's approximate readings for Booster (~1,000) and Fourier (~320), single secondary source; Boston Dynamics' new Atlas hand (a component, not a deployment).

Three weeks in one refresh, because the 14 September slot produced no run. The period's news is manufacturing and safety, not customers. Agility unveiled Digit 5 on 15 September, claiming the first humanoid to pass an independent field evaluation for industrial safety standards on a customer production line, and its Form S-4, filed with the SEC on 4 September, put audited numbers on the board for the first time: $1.8M of 2025 net sales against a $140M operating loss, and a $300M order book that is one unnamed customer, 1,000 robots, three years, with warrants that vest as the robots deploy. Boston Dynamics opened an Atlas training centre inside Hyundai's Georgia Metaplant on 22 September, which moves Atlas from committed to operational without making it arm's-length, since Boston Dynamics is a Hyundai subsidiary. XPeng's IRON walked off a commissioned production line on 8 September. Not one of the three added a verified paying customer, so all four KPI badges and all three tiers are unchanged. Tesla's reported ramp to several hundred Optimus a week is one report on unnamed sources, recorded as a flag and not as units. BYD's Xiao Di stays off the board for an eighth determination.

• Agility Robotics: a new flagship. Digit 5 was unveiled on 15 September 2026. Agility states repeated lifts up to 50 lb (22.7 kg), a 2.2 m reach, 90 minutes of runtime on a 9-minute charge, and swappable grippers on ISO-standard mounting flanges, and it claims Digit 5 is the first humanoid to pass an independent field evaluation for industrial safety standards, administered by OSHA, on a customer production line. No evaluation report is published, so that claim is carried as Agility's own. Early access is the first half of 2027 and general availability the end of 2027, in the US, Canada, the EU, the UK and Northern Ireland. There is no price, because Agility rents Digit under Robots-as-a-Service. The model joins the table at lab-demo stage, because an announced machine that ships in 2027 has no deployment to score. Announced on Agility's own newsroom and reported independently by Bloomberg, Unite.AI, Interesting Engineering and GCN.
• Agility Robotics: the capital cell and the honest note gain audited figures. The Form S-4 registration statement for the Churchill Capital Corp XI merger was filed publicly with the SEC on 4 September 2026. It discloses $1.8M of net sales in 2025 against a $140M operating loss, $111M of operating spend up from $71M in 2024, and roughly $100M of cash burned. It also resolves what the $300M order book actually is: a single unnamed customer, 1,000 Digit v5 robots, a three-year Robots-as-a-Service contract subject to milestones, with warrants issued to the purchaser that vest as the robots deploy. The ticker is AGLT and the close is expected in Q4 2026.
• Agility Robotics: two verification notes. The same filing discloses 65,000+ hours of operation across nine customer facilities, which corroborates the customer badge but is not a fleet count, so units stay at ~75 to 100 on the existing third-party range. And Agility's own Digit 5 release lists Amazon among its customers. This board does not, and the reason is unchanged: Amazon is an investor whose pilots are completed, not a verified paying customer.
• Boston Dynamics: from committed to operational, but still not arm's-length. On 22 September 2026 Boston Dynamics opened the Robotics Metaplant Application Center at Hyundai Motor Group Metaplant America outside Savannah, Georgia, after piloting it from June, and is training Atlas there on repetitive parts sequencing and heavy lifting, with a move to a facility about ten times the size planned for 2027. The customer cell is rewritten from 'Hyundai Metaplant, committed 2028' to a related-party training centre, and the availability stage stays at 2: Boston Dynamics is a Hyundai subsidiary and the RMAC is Hyundai's own campus, so this is not paid work at an arm's-length customer. Hyundai's production-floor date is still 2028, with component assembly by 2030. Announced on Boston Dynamics' own newsroom and reported independently by Manufacturing Dive, Automotive World and WardsAuto.
• XPeng: trial production is over. XPeng says its robot production lines were commissioned and the first IRON walked off them under its own power on 8 September 2026, with core process automation above 80%. Mass production is still targeted for the end of 2026 and commercial delivery for 2027, and the first deployment is still XPeng's own stores rather than a customer's floor, so the availability stage stays at 1 and no customer, price or unit figure moves. Announced on XPeng's own newsroom and reported independently by Electrek and The Rundown AI.
• Tesla: a flag, not a number. On 25 September 2026 The Information reported, on unnamed sources, that Fremont built several hundred Optimus a week in August against a few dozen a week in the second quarter, with managers targeting more than 1,000 a week by year end and hand assembly of the hands and forearms as the constraint. Every outlet carrying the figure is relaying that one report, Tesla has confirmed nothing and has still never published a production count, and the same report says most units stay inside Tesla in supervised areas running task-specific programs. Production is not units in the field, so the units cell does not move.
• Rejected at the QA gate: Figure's Helix 2.5, published 17 September 2026, reporting 56% zero-shot success across 237 of 420 attempted tasks in 30 unseen Bay Area homes against 9% for an otherwise identical policy trained from scratch. It is a vendor-reported research result with no independent replication, and this board has no capability column. No price, availability, customer or unit figure moved with it, the same treatment given to the Index dataset post of 25 August. Also rejected: a 250M yuan UBTech Walker S2 order circulating in search results, which is dated September 2025, not 2026; AgiBot's Hong Kong listing, still pre-pricing and so still off the card, the same rule EngineAI's got; and BYD's Xiao Di, held off for an eighth determination with still no price, no external customer, no units and no confirmed bipedal locomotion.
• The predictions register was checked, as it is every run, and nothing was scored. No open claim has a deadline inside this window: the nearest is P-27 at 2027-06-30, and P-01 to P-04 and P-23 all run to 2031-12-31. A pre-production model, a related-party training centre and a commissioned production line answer none of them, because each of those claims turns on deployment at scale rather than on a machine existing.

One verified change this week, and it is compute rather than deployment. On 3 September 2026 Figure committed $3.5B to Nscale for up to 100,000 NVIDIA Vera Rubin GPUs, with a stated intent to scale past $6B and the first hardware arriving in the second half of 2027. The commitment is larger than everything Figure has raised, and Nscale takes a strategic stake in return. No customer, price, availability or unit figure moved with it, so the tiers and all four KPI badges are unchanged. The claim that Figure has passed a four-figure robot count was rejected for the seventh week running: this week's version says 10,000 deployments across partner warehouses, and Figure's own newsroom carries no such figure. BYD's Xiao Di stays off the board for a seventh determination.

• Figure AI: the capital cell records a compute commitment. On 3 September 2026 Figure and Nscale signed a strategic partnership for up to 100,000 NVIDIA Vera Rubin GPUs, an initial commitment of $3.5B with a stated intent to scale past $6B, the first systems targeted for the second half of 2027 in Barstow, Texas. Nscale is also making a strategic investment in Figure and becomes its preferred compute provider, and the two say they will explore using humanoids in Nscale's own supply chain. Announced on both companies' own newsrooms and reported independently by Forbes, Unite.AI, TelecomTV and PRNewswire.
• Figure AI: a new flag records what the commitment is and is not. $3.5B is larger than all the capital Figure has raised, and what it buys is compute that only starts arriving in the second half of 2027, not deployments. No customer, price, availability or unit KPI moved with it, the same treatment given to Unitree's listing and XPeng's round. Units stay at about 350, vendor-claimed, and the tier and badges are unchanged.
• The honest summary gains one sentence, placing the Nscale commitment next to XPeng's round as evidence for a line the page already carried: capital keeps arriving well ahead of deployment, on both sides of the Pacific.
• Rejected at the QA gate, for the seventh consecutive week: a four-figure Figure robot count. This week's form is 10,000 deployments across partner warehouses as of July 2026. Figure's own newsroom carries no such figure; its newest post is the Nscale partnership of 3 September and its newest production statement remains Ramping Figure 03 Production, 29 April 2026, at over 350. Units unchanged.
• Rejected: a single-outlet ranking putting Unitree at 18,000 humanoids, AgiBot at 7,000 bipedal, UBTech at about 3,000 and Galbot at about 1,000. It carries no visible attribution to a research house or a filing, and it contradicts both houses already on the board on the order as well as the magnitude, so it is almost certainly a different metric. Worth watching, because it is exactly the shape of number that could be swapped into a units cell by mistake.
• Rejected again: the Tesla Q2 call on 5 August 2026 date, which low-quality blogs keep repeating. Tesla's own Q2 shareholder update was 22 July, and no Optimus production count has ever been published. A separate claim of 1,000 units a week by September traces to unverified supplier communications and is a production target rather than units in field. Also rejected: Agility's SPAC, still not closed and now expected by the end of 2026; 1X NEO customer deliveries, still none verified; UBTech U1 presale orders and a State Grid procurement plan, both backlog rather than units in field. AgiBot's Hong Kong listing is still pre-pricing and stays off the card, the same rule EngineAI's got. BYD's Xiao Di is held off for a seventh determination: still no price, no external customer, no units, and bipedal locomotion still unconfirmed in English and Chinese sources alike.
• The predictions register was checked, as it is every run, and nothing was scored. No open claim has a deadline inside this window: the nearest is P-27 at 2027-06-30, and P-01 to P-04 and P-23 all run to 2031-12-31. A compute purchase resolves none of them.

A second research house has now counted the same half-year. Counterpoint Research puts first-half-2026 humanoid shipments above 22,000 units against Smart Analytics Global's 19,100: the two differ on the total by roughly a sixth while agreeing on the order, AgiBot first and Unitree second, at near-identical shares. Both counts now sit on the board rather than one being chosen over the other. UBTech's interim results, published 28 August, replace an annual unit figure with a half-yearly one: 921 full-size humanoids sold in six months against 1,079 across all of 2025. XPeng's robotics business raised more than $900M at above $6.3B, which is capital and not deployment, so no tier, badge, price, customer or availability moved with it. The claim that Figure has passed 1,000 robots was rejected for the sixth week running, and this week Figure's own newsroom does finally carry an August post, which says nothing of the kind.

• Units in the field: a second independent research house has now counted the first half of 2026. Counterpoint Research, published 20 August 2026, puts global humanoid shipments above 22,000 units, up nearly 300% year on year, with AgiBot first at 9,700 (~43%), Unitree second above 7,000 (~31%), then Galbot, UBTech and Leju, and the top five at 86% of the total. Smart Analytics Global's count for the same half was 19,100 units, AgiBot 8,400 and Unitree 5,900. The two totals differ by roughly a sixth; the order and the shares agree. Both figures are now carried on the AgiBot and Unitree cards. Like SAG's, Counterpoint's count includes wheeled models, so both run wider than this board's bipedal-only scope.
• UBTech: the units cell moves from an annual figure to a half-yearly one. Its 1H-2026 interim results, approved by the board on 28 August 2026, book 921 full-size humanoids sold, up 1,946.7% year on year, on RMB 590M (~$81M) of full-size humanoid revenue, up 1,445%. Group revenue doubled to RMB 1.27B and the net loss narrowed to RMB 311M, so the growth is still unprofitable. The 921 is six months against the 1,079 of all 2025, not a decline. A new flag records that UBTech's headline 16,123 humanoid robots sold in the half counts small consumer and education models, far wider than the full-size machines this board tracks. Counterpoint independently ranks UBTech fourth at about 1,000 units for the same half, which corroborates the full-size figure from outside the company. Tier unchanged: the leaders gate is customer verification, not volume.
• XPeng: the capital cell moves from internal funding to a first outside round. On 24 August 2026 the robotics business raised over $900M at a post-money valuation above $6.3B, led by IDG Capital with Gaorong Ventures participating and Tencent and Alibaba as strategic investors, and XPeng describes it as the largest single private round yet in China's embodied-AI sector; the unit is being carved out into a standalone subsidiary. Reported by XPeng's own newsroom and independently by Caixin Global, Electrek, Gasgoo and Bloomberg. A flag records that this raised capital, not verified deployments: XPeng stays at availability stage 1 with no external customer, and no price, unit or customer figure moved with it.
• KPI badge 04, most units in field, is rewritten to cite both houses. The winner does not change: AgiBot is first on both counts.
• Rejected at the QA gate: that Figure has passed 1,000 robots built, for the sixth consecutive week. Figure's newsroom does now carry an August 2026 post, Introducing Index of 25 August, but it announces a training dataset and states no robot count at all; the newest production statement remains Ramping Figure 03 Production of 29 April 2026, at over 350. Figure's units stay at ~350, vendor-claimed. Also rejected: that Boston Dynamics Atlas is entering mass production or deployment now, which contradicts the verified 2028 Hyundai Metaplant date; a Tesla Q2 call dated 5 August carried by low-quality blogs, when Tesla's own Q2 shareholder update was 22 July and no Optimus production count has ever been published; and UBTech's 5,000-unit 2026 delivery forecast, which is guidance rather than units in the field.
• No verified change for Agility (the Churchill Capital XI merger is still pending, not closed), Figure, 1X (still no verified customer delivery of NEO), Tesla, Boston Dynamics, Apptronik, NEURA, Fourier, Kepler, Sanctuary or Booster and EngineAI. BYD's Xiao Di is held off the board for the sixth determination: still no price, no external customer, no unit figure, and bipedal locomotion unconfirmed in English and Chinese sources alike. AgiBot's Hong Kong listing process, launched 24 July 2026, is still pre-pricing and stays off the card until it prices.
• Predictions register: nothing scored this week. No open claim has a deadline in this window, the nearest being P-27 on 2027-06-30, and a pair of shipment counts, an interim results filing and a funding round do not resolve P-01 through P-04, whose five-year test runs to 2031-12-31. P-26 was already scored wrong on 2026-07-20.

Unitree listed. It began trading on Shanghai's STAR Market on 19 August 2026, the first humanoid maker publicly traded in mainland China, closing its first day up 460% at ¥845 for a market value near ¥342B (about $51B). The capital cell is rewritten and the honest summary gains a line, but not one customer, price, availability or unit figure moved with it, so no tier or badge changes. A verification note is recorded on the card: the ~$66B valuation in many headlines is the opening peak, not the close. One new model joins the board, Unitree's experimental Superman, at lab-demo stage with no price and no hands. The claim that Figure has passed 1,000 robots was rejected for the fifth week running.

• Unitree: the capital cell moves from a priced-but-not-trading IPO to a completed listing. Shares were issued at ¥150.80, opened at ¥1,100 (+629%) and closed the first session at ¥845 (+460%), a close-of-day market value of about ¥342B (~$51B); the offering raised ¥6.10B (~$905M) for about 10% of enlarged capital (40.45M shares). Independently reported by SCMP, Caixin Global, Bloomberg, Fortune and NBC News, with the Chinese closing figures matching Sina and Qingdao Daily.
• Unitree: a flag records that first-day valuations differ by the moment quoted. The ~$66B figure carried in several headlines is the opening peak (~¥445B); the close was ~$51B (~¥342B). A second flag records that the listing raised capital, not verified deployments.
• New model: Unitree Superman, revealed 17 August 2026, joins the board at availability stage 1 (lab demo). Unitree calls it an experimental platform for highly dynamic locomotion rather than a product, it carries no hands or grippers, and it has no price. Its claimed 12.66 m/s top speed and 2 m standing jump come from Unitree's own demonstration video, with no disclosed test protocol and no independent measurement, so both are recorded as vendor claims. The board's count moves from 42 bipedal humanoids to 43.
• Rejected at the QA gate: that Figure has passed 1,000 robots built, for the fifth consecutive week. Figure's own newsroom carries no August 2026 post at all, and its most recent production statement remains 'Ramping Figure 03 Production' of 29 April 2026. Figure's units stay at ~350, vendor-claimed. Also rejected: that Boston Dynamics Atlas deployments are under way, an aggregator line that contradicts the verified 2028 Hyundai Metaplant date restated in the same summaries.
• No verified change for Agility (the Churchill Capital XI merger is still pending, with an S-4 confidentially submitted), 1X (still no verified customer delivery of NEO), Tesla (still no published Optimus unit count), UBTech (the Walker S2 order news dates to November 2025), AgiBot, Boston Dynamics, Apptronik, NEURA, XPeng, Fourier, Kepler, Sanctuary or Booster and EngineAI. BYD's Xiao Di is held off the board for the fifth determination: no price, no external customer, no unit figure, and bipedal locomotion still unconfirmed in English and Chinese sources alike.
• Predictions register: nothing scored this week. No open claim has a deadline in this window, and a listing is a capital event, so it does not resolve P-01 through P-04, whose five-year test runs to 2031-12-31. P-26 was already scored wrong on 2026-07-20.

The units-in-field KPI gets its first fresh third-party count of 2026: Smart Analytics Global's first-half-2026 shipment ranking puts AgiBot at 8,400 units (~44%) ahead of Unitree at 5,900 (~31%), out of 19,100 humanoids shipped worldwide, up 272% year on year, with Chinese vendors accounting for about 97% of the total. AgiBot keeps the units badge with a wider lead; no tier, price, availability or customer changes. Unitree's listing date is now fixed at 19 August, and Tesla's April promise of a late-July/August production start is recorded as passed unmet, on Tesla's own filing. The claim that Figure has passed 1,000 robots was rejected for the fourth week running.

• AgiBot: units in field move from Omdia's full-year-2025 figure (~5,168) to Smart Analytics Global's first-half-2026 count of 8,400 shipped, #1 at ~44% of a 19,100-unit world market. The KPI-leader badge for units updates with it, and AgiBot's lead over Unitree widens. Two caveats are recorded on the card: SAG's tally counts AgiBot's wheeled G-series alongside its bipedal models, so it runs wider than this board's humanoids-only scope, and shipments are still not deployments. Tier unchanged: the leaders gate is customer verification, not volume.
• Unitree: units in field move to 5,900 shipped in the first half of 2026, #2 at ~31% on the same independent ranking. The 5,500 figure for full-year 2025 stays on the card but is now labelled for what it is: a vendor / IPO-prospectus number rather than a third-party count.
• Unitree: the capital line firms up. The STAR Market listing is now dated to 19 August 2026, and the retail tranche was oversubscribed more than 8,000 times, a STAR Market record. The shares had not yet traded when this snapshot was taken. Pricing, valuation and profitability are unchanged from last week, and no KPI moves: this remains a capital-markets event, not evidence of deployment.
• Tesla: the card no longer says volume production starts 'late July/August 2026'. Tesla's own Q2-2026 shareholder update (22 July) had the first Optimus lines still being installed at Fremont with output 'anticipated later this year', that window has now passed unmet, and Tesla has never published an Optimus production count. Availability stays at stage 1 with no external customers; a flag records the missed start.
• The honest summary gains the first-half-2026 market picture: 19,100 humanoids shipped worldwide, up 272%, AgiBot ahead of Unitree, Chinese vendors at about 97%. The caveat goes with it: the count is wider than this board's bipedal-only scope.

Unitree's STAR Market IPO priced about 45% above its indication: RMB 150.80 a share, ~RMB 6.10B (~$900M) raised at a ~RMB 61B (~$9.0B) valuation, with subscription opening 10 August. That capital-markets move is the week's only verified change: no price, availability, customer, unit, tier or KPI-leader shifts. BYD's Xiao Di made its public debut but stays off the board, and the recycled claim that Figure has passed 1,000 robots was rejected for the third week running.

• Unitree: the capital line moves from indication to final pricing. The STAR Market IPO priced on 6 August at RMB 150.80 a share, raising ~RMB 6.10B (~$900M) for ~10% of enlarged capital and valuing the company at ~RMB 61B (~$9.0B), roughly 45% above the ~RMB 42B indication carried here last week. Subscription opened 10 August and the shares are expected to list later in the month. Profitability is unchanged (FY2025 revenue RMB 1.71B, net profit RMB 288M), and so are all four KPIs: this is a capital-markets event, not evidence of deployment, so Unitree's tier and badges are untouched.
• Rejected at the QA gate, third week running: the aggregator claim that Figure has passed 1,000 robots built. Figure's own newsroom post of 29 April 2026 still says "over 350", and the same aggregators again asserted that Atlas deployments are already under way, which contradicts Hyundai's own 2028 date. Also unverified and therefore unchanged: any start of Tesla Optimus volume production (the Q2 call on 22 July described a long, flat ramp and disclosed no unit count), any 1X NEO delivery to a customer home, and the closing of Agility's Churchill Capital XI SPAC, which remains subject to shareholder and regulatory approval.
• Scanned this week and still off the board: BYD's "Xiao Di" did make its public debut at Di Space in Zhengzhou in early August, but nothing followed that would place it on this page. No price, no external customer (the stated plan is two to three units in BYD's own showrooms), no unit figure, and bipedal locomotion still unconfirmed in any source. Two other machines drawing humanoid headlines are excluded by scope because they roll rather than walk: Hexagon's AEON, whose legs end in wheels, now in its pilot phase at BMW's Leipzig plant, and Humanoid's HMND 01, which raised a $152M Series A in July. The register was reviewed as usual: no open claim is unambiguously resolved by this week's verified data, and no claim deadline fell in the window.

The best-evidenced unit number on the board is now an audited one: UBTech's FY2025 accounts book 1,079 full-size humanoids sold, replacing an unverified ~500. Apptronik's flagship is corrected to Apollo 2 (a data platform, not the product it sells), and Unitree's IPO now has firm dates and disclosed profits. A claim that Figure had built 1,000 robots was rejected at the QA gate. No tier or KPI-leader changes.

• UBTech: units in field moves from "~500 delivered" (vendor-claimed, unverified) to "1,079 sold (2025)", sourced to its audited FY2025 results announced 2026-03-31. Those accounts book 1,079 full-size humanoids sold and RMB 820M (~$113M) of full-size humanoid revenue, up 2,203%, making UBTech the first maker anywhere past a thousand full-size deliveries in a year. This is an evidence upgrade, not a promotion: a listed company's annual report outranks a press release, but the figure is units <em>sold</em>, not confirmed in service, the group is still loss-making, and its customer list stays the least verified of the volume leaders. UBTech remains a Contender; the units badge stays with AgiBot.
• Apptronik: flagship corrected from Apollo to Apollo 2, with a new flag. Apptronik itself is explicit that Apollo 2 (June 2026, bipedal and wheeled-base configurations) is a data-collection and training platform rather than the product it sells; the first commercial machine is the still-unreleased Apollo 3. Availability stays at 2 (pilots).
• Unitree: capital line updated as the STAR Market listing firms up. Priced 6 Aug after institutional inquiry on 5 Aug, subscription 10 Aug, RMB 4.20B (~$620M) for ~10% of enlarged capital at ~RMB 42B (~$6.2B). The prospectus also makes Unitree the rare profitable maker on this board (FY2025 revenue RMB 1.71B, net profit RMB 288M), a sharp contrast with the capital leaders that have raised more and shipped less. Not yet trading.
• XPeng: its 110,000 m² Guangzhou base has entered small-batch trial production. The first commercial use now has a date: IRON as a showroom sales assistant in China in Q1 2027, overseas later that year. That is XPeng's own store floor, not a customer's, so availability stays at 1; the "not yet begun" flag is replaced with "trial production only".
• Rejected at the QA gate: a widely repeated claim that BotQ built its 1,000th Figure 03 on 2026-07-23. Figure's own newsroom and independent trade coverage still say "over 350"; the 1,000 figure appears only on aggregator blogs, one of which also asserted, falsely, that Atlas deployments are already under way. Figure's units line is unchanged. Also unverified and therefore unchanged: any start of Tesla Optimus volume production, still described by Tesla as targeted rather than begun.
• Scanned and held below the board's bar: BYD's first humanoid, "Xiao Di" (1.61 m, 58.5 kg, 31 degrees of freedom), was due to make its first public appearance as an operable prototype at the company's Di Space in Zhengzhou in early August, with a stated plan of two to three units per dealership. There is no price, no customer, no unit figure, and bipedal locomotion is not confirmed, so it is not on the board yet. The register was also reviewed this run: no open claim is unambiguously resolved by this week's verified data.

Regulatory, not technical: the US added foreign-made humanoids to the FCC Covered List. Boston Dynamics' Hyundai commitment corrected to 2028, SoftBank bought out, and a Korean strike over Atlas; Unitree's IPO issuance launched. No tier or KPI-leader changes.

• US FCC Covered List (2026-07-28): import authorization blocked for new foreign-made humanoid and quadruped models. Models already authorized and machines already sold are unaffected. Recorded in the honest summary as market context, not as a demerit on any maker's card, per the 2026-07-29 scoring rule.
• Boston Dynamics: the Hyundai Metaplant commitment is corrected from 2026 to 2028, following Hyundai's own July-2026 statement. The capital line now records Hyundai buying out SoftBank's last ~10% for ~$325M.
• Boston Dynamics, new flag: Hyundai's Korean union struck over Atlas in July 2026, demanding that no robot enters a plant without a prior labour agreement. The first auto-plant stoppage tied to humanoid deployment.
• Unitree, capital line updated: the STAR Market IPO issuance launched on 30 July, seeking ~$620M for ~10% of enlarged capital, implying ~$5.9B. Not yet priced or trading.
• No tier moves and no KPI-leader changes; no price, availability-stage, or units figure changed. Held for want of an independent second source: the reported Unitree Europe/Asia/North America launch dates.
• Housekeeping: the page generators had fallen behind the published pages, so a rebuild would have reverted earlier edits. They are realigned, and the rebuild now writes current.json again. No board data was affected.

Scoring housekeeping: removed the US-regulatory item from Unitree’s flags. This board scores commercial evidence (shipments, revenue, verification), and regulatory posture in any single country is not a demerit here. Retitled the country section to the neutral form the Chinese edition already used. No scores or numbers changed.

Initial tracker published: 15 makers, 42 bipedal humanoids, ranked on price, availability, verified customers, and units in field.