UK's Humanoid AI discloses 34,000 pre-orders, a ~$2.4B pipeline for its wheeled industrial robot
CyberRobooo · x · 2026-09-14
Humanoid AI has disclosed 34,000+ non-binding pre-orders for its wheeled HMND 01 industrial humanoid — a $2.4B pipeline at roughly $71,000 per unit, though no commercial deliveries yet.
- HMND 01 pairs a humanoid upper body with an AMR wheeled base; Alpha carries 15 kg for 4 hours, controlled by the in-house KinetIQ brain covering fleet orchestration, VLA, and whole-body control across wheeled and bipedal versions.
- POC results (company figures): Siemens Erlangen — 8-hour shift, 60 tote moves/hour, >90% pick success; Ford Cologne — 83 thin-sheet picks/hour at 97% reliability; Schaeffler deployments targeted Dec 2026–Jun 2027; pilots at Bosch Bühl and with SAP/Martur Fompak.
- Timeline: Beta at customer sites Q4 2026, Gamma series production at Bosch Bühl in August 2027.
The demand signal for industrial humanoids is clear; the open question is whether pilots convert to stable production shifts on schedule.
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