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Top headlines

  • Symbotic revenue up 40% with Walmart deployments

  • 77 % of Germans want robots in the workplace

  • Sam Altman-backed Coco Robotics raises $80m Series B

  • Humanoid market projected at 40% CAGR through 2050

  • Luminys & Sync Robotics automate security inspections

  • Agriculture industry gets a robotic upgrade

Symbotic revenue up 40% with Walmart deployments

Symbotic (NASDAQ: SYM) reports a 40% jump in Q2 2025 revenue to $550 million, with a $23 billion contracted backlog, driven by AI-driven robotic systems and major deployments by Walmart. While deployments locations aren't specified, these operations likely span multiple global regions, showcasing the scalability of Symbotic's systems in automating supply chains. This growth demonstrates the increasing demand for warehouse automation and the company's ability to secure long-term contracts.

Why it matters
Symbotic's impressive growth underscores the undeniable shift towards AI-powered automation in logistics, proving that robots aren't just a gimmick—they're driving real revenue. For investors, the hefty backlog is a signal that Symbotic is not just participating in the future, but actively building it, positioning them as a key player in the evolving world of supply chain technology.

77% of Germans want robots in the workplace

Automatica's Trend Index 2025 reveals strong worker support for robot integration, driven by concerns over labor shortages and the desire to boost manufacturing competitiveness. Two-thirds believe robots can aid the reshoring of industrial production, as companies like ABB expand robotics manufacturing facilities stateside. The survey, released in June 2025, suggests robots are viewed as a key component in addressing economic challenges and bolstering domestic growth.

Why it matters
This embrace of automation signals a significant shift in worker sentiment, moving beyond fear of job displacement towards an understanding of robots as enablers of economic revival. By accelerating productivity and efficiency, integrating robots into the workforce isn't just about filling gaps, it's about forging a new era of German manufacturing.

Sam Altman-backed Coco Robotics raises $80m Series B

Founded in 2020, Coco Robotics, specializing in autonomous delivery, secured a Series B funding to enhance its AI platform and scale its fleet to thousands of vehicles by the end of 2025. The company, already completing over 500,000 zero-emission deliveries across major cities, counts Uber and DoorDash as partners with backing from investors like Sam Altman, Max Altman, Pelion, Outlander and new investors Offline, DeepWater, and Ryan Graves, CEO of Saltwater.

Why it matters
Coco's ambitions signal a major shift in last-mile logistics, potentially making zero-emission delivery the new norm. If Coco can successfully deploy at scale, it could render traditional delivery models obsolete and redefine urban commerce, proving sustainability can be profitable.

Quick Hits

Humanoid market projected at 40% CAGR through 2050

UBS analysts, including Phyllis Wang and Randy Abrams, forecast this surge, projecting the market to balloon from $30-50 billion by 2035 to a staggering $1.4-1.7 trillion by 2050. This growth will be fueled by increasing demand, jumping from 15,000 units in 2025 to 86 million by 2050, with companies like NVIDIA, Tesla, and TSMC poised to cash in. The driving forces behind this robot revolution include addressing labor shortages and supporting aging populations.

Forget self-driving cars; humanoid robots are the future jobs program. This isn't just about automation; it's a fundamental shift in how we work and live, turning science fiction into economic reality and redistributing wealth across tech sectors and beyond.

Luminys & Sync Robotics automate security inspections

The SYNC ROBOTICS solution is the fruit of collaboration between Luminys, Foxlink, and NVIDIA, aiming to revolutionize security inspections. The AI robot leverages simultaneous localization and mapping (SLAM), alongside voice and visual recognition for advanced threat detection.

This isn't just about beefing up security; it's about automating it intelligently, freeing up human capital for higher-level strategic thinking. Expect competitors to scramble to match these AI-powered capabilities as security demands become increasingly complex and sophisticated.

Agriculture industry gets a robotic upgrade

Driven by companies like Deere & Company and startups like Farm-ng, the market is projected to surge from USD 8.5 billion in 2024 to nearly USD 30 billion by 2031. Farm-ng, supported by investors like Acre Venture Partners, is seeing a threefold increase in robot sales, showcasing the demand for modular, AI-powered solutions that tackle labor-intensive tasks. North America currently leads the robotics revolution, with Asia poised for massive growth by 2035.

The future of agriculture is now being written in code, and it's poised to reshape global food production and rural economies. Expect to see a Darwinian shakeout among AgTech startups, with only the most efficient and adaptable solutions surviving to feed the world.

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