The Humanoid Robot Race: Who's Actually Shipping?

I spent the past week digging into the six most prominent humanoid robotics companies to find the gap between what they show and what they ship. The answer is stark. Of the six major players, only two have robots moving real products in real facilities.Agility Robotics' Digit is the only humanoid robot with documented commercial deployment at scale. At GXO's Flowery Branch facility near Atlanta, Digit has moved over 100,000 totes as of late 2025. The robot works 24/7 in three shifts.Figure AI has the other confirmed deployment. In January 2026, Figure announced that its Figure 02 robots had completed an 11-month deployment at BMW Group Plant Spartanburg. The robots contributed to the production of 30,000 cars.Tesla's Optimus is the most visible humanoid robot project and the least transparent about actual shipments. Elon Musk has made ambitious promises: 1,000 units in Tesla factories by end of 2025, 100,000 units by end of 2026.Boston Dynamics unveiled a new all-electric Atlas in January 2026. Apptronik raised $935 million in February 2026 and has announced pilots with Mercedes-Benz and Jabil. 1X Technologies is taking $20,000 deposits for home robots.