Robotics and physical AI
Learning to act in the physical world through robot policies, navigation and autonomous driving.
By Dave Savostyanov. 2025 data · Sources: 26 Sep 2026
2025 figures. Papers are OpenAlex query matches; author ranges and investment allocations are scenarios. Author counts marked “observed” cover the full query result. Areas overlap and cannot be added together. About the data.
Bars compare publication counts within this page. Topic tags describe subtopics, not separately measured markets. Organization examples link to their sources; activity was checked in September 2026.
These areas include classical robotics. Their figures do not measure the physical AI market alone.
Robot learning and vision-language-action models
Imitation learning, vision-language-action models, manipulation, locomotion, sim-to-real, and safe control.
- Authors · scenario
- 4.6k–16k
- Investment · scenario
- $1.96B–$7.84B
Sources and methodology
Publication activity
- 2019
- 602
- 2020
- 821
- 2021
- 1,079
- 2022
- 1,214
- 2023
- 1,509
- 2024
- 2,045
- 2025
- 3,215
Matches include papers applying these methods. Search precision and recall have not been systematically measured.
Title and abstract matches for articles, preprints and reviews; retracted work is excluded. Versions and overlapping areas may be counted more than once.
("robot learning" OR "vision language action" OR "robot manipulation" OR "imitation learning" OR "robot locomotion" OR "sim to real")Retrieved 2026-09-26.
OpenAlex query resultsPublishing authors
Base scenario: 5.4k publishing authors. Paper count × 5.00 known authors per paper ÷ 3 papers per author per year. The range assumes 1–5 papers per author; the base and both ends of the range are at least the 4,552 distinct Author IDs already observed in the sample.
The publication rate is an assumption, not a measured rate for this field. The range is a scenario, not a confidence interval.
Random sample: 1,000 of 3,215 papers (31.1%). 14.8% of authorship records lack an Author ID; 8.5% of retrieved works lack an abstract. Retrieved 2026-09-26.
Mean known authors per paper: 5.00; 95% bootstrap interval 4.79–5.21. This describes sampling variability, not search accuracy or uncertainty in the number of researchers.
Applied coauthors are included. Missing or incorrectly linked author records affect these figures. They do not measure research jobs or everyone working in a field.
OpenAlex sample queryPrivate investment
An assumed allocation of broader investment segments. The range is 0.5–2× the base case. Shares are editorial assumptions, not measured deals or research spending.
Base case: $3.92B.
- Robotics: $7.84B × 50.00%
Company investment, not revenue or research spending. Ranges are scenarios, not confidence intervals.
Stanford AI Index 2026 / QuidScope and related research
Focuses on physical actions. General reinforcement-learning methods are listed separately.
Organizations
Selected examples- Physical Intelligence Research
Generalist robot policies learned across tasks and robot embodiments.
- Google DeepMind Research
Models, world models and robotics.
- NVIDIA Models
Isaac GR00T develops robot foundation models and policy-training workflows.
More organizations (14)
- 1X Robotics product
Humanoid robotics and world models.
- AGIBOT Robotics product
Embodied AI and robots.
- Agility Robotics Robotics product
Warehouse humanoids.
- Apptronik Robotics product
Humanoid robotics.
- Boston Dynamics Robotics product
Mobile and humanoid robots.
- Figure Models
Helix learns humanoid control with a vision-language-action model.
- Galbot Robotics product
Embodied robotics.
- Intrinsic Product
Robot software platform.
- Nomagic Product
Warehouse robotic manipulation.
- Sanctuary AI Robotics product
General-purpose robots.
- Skild AI Product
General-purpose robot intelligence.
- Tesla Robotics product
Optimus is a humanoid robotics program developing perception, navigation and control.
- UBTECH Robotics product
Humanoid robotics.
- Unitree Robotics product
Quadruped and humanoid robots.
Navigation and SLAM
Localization, mapping, state estimation, sensor fusion, motion planning, and embodied navigation.
- Authors · scenario
- 3.7k–12k
- Investment · scenario
- $1.92B–$7.66B
Sources and methodology
Publication activity
- 2019
- 768
- 2020
- 983
- 2021
- 1,151
- 2022
- 1,323
- 2023
- 1,674
- 2024
- 2,170
- 2025
- 3,185
Matches include papers applying these methods. Search precision and recall have not been systematically measured.
Title and abstract matches for articles, preprints and reviews; retracted work is excluded. Versions and overlapping areas may be counted more than once.
("simultaneous localization and mapping" OR "visual navigation" OR "embodied navigation" OR "sensor fusion" OR "robot navigation") AND (("machine learning" OR "deep learning" OR "neural network" OR "artificial intelligence") OR "robot" OR "autonomous")Retrieved 2026-09-26.
OpenAlex query resultsPublishing authors
Base scenario: 4.1k publishing authors. Paper count × 3.82 known authors per paper ÷ 3 papers per author per year. The range assumes 1–5 papers per author; the base and both ends of the range are at least the 3,700 distinct Author IDs already observed in the sample.
The publication rate is an assumption, not a measured rate for this field. The range is a scenario, not a confidence interval.
Random sample: 1,000 of 3,185 papers (31.4%). 12.0% of authorship records lack an Author ID; 15.3% of retrieved works lack an abstract. Retrieved 2026-09-26.
Mean known authors per paper: 3.82; 95% bootstrap interval 3.63–4.01. This describes sampling variability, not search accuracy or uncertainty in the number of researchers.
Applied coauthors are included. Missing or incorrectly linked author records affect these figures. They do not measure research jobs or everyone working in a field.
OpenAlex sample queryPrivate investment
An assumed allocation of broader investment segments. The range is 0.5–2× the base case. Shares are editorial assumptions, not measured deals or research spending.
Base case: $3.83B.
- Autonomous vehicles: $7.94B × 15.00%
- Robotics: $7.84B × 15.00%
- Internet of things: $14.6B × 10.00%
Company investment, not revenue or research spending. Ranges are scenarios, not confidence intervals.
Stanford AI Index 2026 / QuidScope and related research
Covers physical autonomy beyond learned manipulation and control.
Organizations
Selected examples- Skydio Product
Autonomous drones.
- Exyn Technologies Product
Autonomous aerial mapping.
- ANYbotics Product
Autonomous inspection robots with localization and environment sensing.
More organizations (5)
- Boston Dynamics Product
Mobile and humanoid robots.
- NextBillion.ai Product
Route optimization.
- Shield AI Product
Autonomous aircraft.
- Unitree Product
Quadruped and humanoid robots.
- Waymo Product
Autonomous driving.
Autonomous driving
Road-scene perception, behavior prediction, planning, and end-to-end driving.
- Authors · scenario
- 9.4k–47k
- Investment · scenario
- $2.98B–$11.9B
Sources and methodology
Publication activity
- 2019
- 3,597
- 2020
- 4,788
- 2021
- 5,476
- 2022
- 6,315
- 2023
- 7,964
- 2024
- 10,254
- 2025
- 12,100
Matches include papers applying these methods. Search precision and recall have not been systematically measured.
Title and abstract matches for articles, preprints and reviews; retracted work is excluded. Versions and overlapping areas may be counted more than once.
("autonomous driving" OR "self driving" OR "autonomous vehicle")Retrieved 2026-09-26.
OpenAlex query resultsPublishing authors
Base scenario: 16k publishing authors. Paper count × 3.87 known authors per paper ÷ 3 papers per author per year. The range assumes 1–5 papers per author; the base and both ends of the range are at least the 3,750 distinct Author IDs already observed in the sample.
The publication rate is an assumption, not a measured rate for this field. The range is a scenario, not a confidence interval.
Random sample: 1,000 of 12,100 papers (8.3%). 11.2% of authorship records lack an Author ID; 19.7% of retrieved works lack an abstract. Retrieved 2026-09-26.
Mean known authors per paper: 3.87; 95% bootstrap interval 3.71–4.04. This describes sampling variability, not search accuracy or uncertainty in the number of researchers.
Applied coauthors are included. Missing or incorrectly linked author records affect these figures. They do not measure research jobs or everyone working in a field.
OpenAlex sample queryPrivate investment
An assumed allocation of broader investment segments. The range is 0.5–2× the base case. Shares are editorial assumptions, not measured deals or research spending.
Base case: $5.96B.
- Autonomous vehicles: $7.94B × 75.00%
Company investment, not revenue or research spending. Ranges are scenarios, not confidence intervals.
Stanford AI Index 2026 / QuidScope and related research
A system-level task that overlaps with vision, reinforcement learning, and robotics.
Organizations
Selected examples- Waymo Product
Autonomous driving.
- Wayve Research
Research on driving world models, 3D perception and reconstruction.
- Tesla Product
FSD (Supervised) driving assistance and the Robotaxi development program.
More organizations (9)
- Applied Intuition Product
Vehicle intelligence and simulation.
- Aurora Product
Autonomous trucking.
- Baidu Product
Apollo develops autonomous-driving technology for robotaxis.
- Mobileye Product
Driving perception and autonomy.
- Nuro Product
Autonomous driving technology.
- Pony.ai Product
Autonomous driving.
- Waabi Product
Autonomous trucking and simulation.
- WeRide Product
Autonomous driving.
- Zoox Product
Autonomous robotaxis.