Agility RoboticsAgility Robotics
LatestSeries C ($150M, Oct 2024); pursuing a SPAC listing in 2026 ($2.5B valuation)
Proposed SPAC valuation of $2.5B (2026); previously ~$1B after the 2024 Series C (unicorn)
Agility Robotics, Inc.
Maker of the bipedal logistics humanoid Digit and the first company to commercially employ humanoid robots under a RaaS model; RoboFab is the world's first humanoid mass-production factory; planning a SPAC listing at a $2.5B valuation
数据截至2026-08-24
About
Agility Robotics was incubated in 2015 out of Oregon State University's Dynamic Robotics Laboratory (DRL); co-founder Damion Shelton serves as CEO and robotics professor Jonathan Hurst as CTO, with long depth in leg dynamics and bipedal locomotion: the bipedal platform Cassie launched in 2017, and Digit, aimed at logistics handling, in 2019. The commercialization path is warehouse-logistics RaaS (Robot-as-a-Service): in June 2024, Digit completed the world's first commercial employment deployment of a humanoid robot at GXO's Spanx warehouse (an hourly-billed RaaS model), running continuously for over a year; confirmed deployment customers include Amazon, Toyota, Schaeffler, GXO, and Mercado Libre, nearly 100 units cumulatively (per early-2026 media reports), with a new Toyota North America (TMMC) agreement signed in February 2026. Digit's unit operating cost is about $10-25/hour, with a target of $2-3/hour. In manufacturing, the Salem, Oregon RoboFab opened in 2023 as the world's first humanoid mass-production factory (about 70,000 sq ft, nameplate capacity 10,000 units/year, a few hundred planned in year one, over 500 workers planned; about 8 units per shift as of April 2026). Funding: a $150M Series C in October 2024 made it a unicorn (over $328M raised cumulatively per Bloomberg); in 2025 it reportedly negotiated $400M at a $1.75B pre-money valuation (with SoftBank participating); in 2026 the company plans to list on US markets via SPAC at a $2.5B valuation, potentially the first publicly traded pure humanoid robot company, raising funds to expand Salem factory capacity.
Technical Approach
Validates the business model via logistics RaaS: Digit is billed hourly (now about $10-25/hour, targeting $2-3/hour), benchmarked against labor cost rather than robot price, letting customers adopt with zero barrier; technically it extends Oregon State's leg dynamics accumulation, with Digit focused on standardized tasks like tote handling plus the Choreos software platform for fleet orchestration; the self-built RoboFab keeps capacity and cost curves in its own hands, and a SPAC opens the public-market financing channel.
Commercialization（4）
- Digit is deployed with Amazon, GXO, Toyota, Schaeffler, Mercado Libre, and other customers in nearly 100 units (early-2026 media), with GXO warehouse RaaS running continuously for over a year
- Digit's unit operating cost is about $10-25/hour, targeting $2-3/hour, billed hourly under RaaS
- RoboFab has a nameplate capacity of 10,000 units/year, a few hundred planned in year one, and over 500 workers planned (about 8 units per shift as of Apr 2026)
- Valued at about $1B after the 2024 Series C; plans a $2.5B-valuation SPAC listing in 2026, potentially the first pure humanoid robot public company
Position & Strengths（4）
- The first company to turn humanoid robots into hourly-employable revenue-generating assets, with the deepest commercial validation
- Oregon State leg dynamics accumulation plus the self-built RoboFab mass-production factory, keeping robot cost and capacity under control
- A flagship customer matrix of Amazon, GXO, Toyota, Schaeffler, and Mercado Libre
- A successful SPAC listing would bring first-mover public-market financing advantages