Skild AI hits $100M ARR in ten months, deploys robots with NVIDIA and Foxconn
CyberRobooo · x · 2026-09-11
General robotics company Skild AI announced it crossed $100 million in annual revenue run rate, just ten months after its first commercial deployment.
Key facts:
- 60+ paying customers across moving goods, deliveries, site inspection, security, food prep, and operations in warehouses, factories, and data centers
- Mobility accounts for 10% of revenue; Fetch solutions 4%
- Deploying the Skild Brain on dual-arm manipulators with NVIDIA and Foxconn for high-precision assembly of NVIDIA Blackwell systems
- Working with Sumitomo Wiring Systems to automate wire-harness processes once deemed "impossible" to automate
- Piloting general-purpose kitchen robots with Mitsui & Co., whose supply chains serve 1.4 million meals a day in Japan
Core thesis — the "hidden pillar" of robotics: unlike LLMs, robotics can't leave deployment until the end; deployment is part of the technology. Skild frames its approach as physical recursive self-improvement: a foundation model learning across robots and embodiments, adapted by every real-world deployment, with production data fed back to make the general model — and the next deployment — smarter.
Related event: Skild AI Hits $100M ARR Just 10 Months After First Deployment(36 posts)→
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