SoftBank spins off Roze targeting a 00B IPO; Figure AI hits one robot per hour at BotQ — the commercial humanoid production race is on.
Meta closed the acquisition of Assured Robot Intelligence (ARI) on May 1, targeting the $5 trillion humanoid robotics market with an Android-style strategy: own the AI layer, let manufacturers build the machines.
Figure AI announced its BotQ facility now produces one Figure 03 humanoid robot per hour, up from one per day in January 2026—a 24-fold throughput increase in under four months, with over 350 units delivered.
SoftBank is creating a new AI and robotics company called Roze and targeting a $100 billion valuation in a U.S. IPO as early as late 2026. The company will automate data center construction using robotics and will incorporate ABB Robotics.