Agility and the U.S.-Built Humanoid Thesis
Agility is pairing commercial deployments with RoboFab, domestic assembly, U.S.-sourced components, safety certification, and Arc integration software in an attempt to turn humanoids into industrial infrastructure.

Digit is assembled in Salem, Oregon from nearly 6,000 parts, with roughly 80% sourced from the U.S.; Agility has signed RaaS agreements with GXO and Toyota Motor Manufacturing Canada, a commercial agreement with Mercado Libre, and logged more than 100,000 totes moved in live production.
Getting a humanoid robot into a commercial facility requires more than capable hardware. It requires a robot that can be manufactured at volume, sourced reliably, certified for industrial safety standards, integrated with existing automation, and serviced on customer timelines.
Agility's current positioning is built around that set of requirements and the public record gives it unusually clear proof points on each dimension. At Agility CEO Peggy Johnson's Abundance Summit conversation, she said "The bottleneck in humanoid robotics has never been demand. It's been supply."
RoboFab and the production question
Agility operates RoboFab, a 70,000-square-foot Salem, Oregon facility the company describes as the world's first full-scale humanoid robot factory, with peak stated capacity of 10,000 units annually and a modular workcell design intended to support expansion.
The facility began scaling from hundreds of units in year one; 10,000 units annually is a capacity figure, not current output and Agility has not disclosed a production rate.
Digit is assembled at that facility from nearly 6,000 parts, with roughly 80% of those parts sourced from the U.S. Agility frames that sourcing figure around minimizing supply-chain shocks and delivering on customer timelines. The 80% figure is a parts count, not a bill-of-materials value share, and the two can diverge significantly depending on which components dominate cost.
Humanoid manufacturing is becoming the battleground
Agility is not the onyl american company making manufacturing central to its humanoid thesis. Figure has positioned BotQ as an in-house high-volume humanoid factory, with a first-generation line capable of producing up to 12,000 robots per year. The company later said Figure 03 production had increased from one robot per day to one per hour.
1X is making a similar claim around vertical integration. Its NEO Factory in Hayward, California is described as a 58,000-square-foot, fully operational humanoid facility with more than 200 employees, currently ramping toward initial production capacity of 10,000 NEOs annually. 1X says automation updates and a new San Carlos factory are intended to support a path to 100,000 units per year by the end of 2027.
The pattern is broader than any one company, the humanoid market is starting to be measured in U.S.-based factories, vertical integration, workcells, sourcing strategies, supplier qualification, production cadence, and deployment support alongside demo capability.
Commercialization record
Agility's early 2020 Ford work centered on last-mile delivery, before the company's commercial focus shifted toward warehouse logistics and industrial material handling. Amazon's Industrial Innovation Fund joined Agility's Series B in April 2022.
GXO became the first humanoid RaaS customer in June 2024, with Digit deployed at a SPANX fulfillment facility in Flowery Branch, Georgia to move totes from cobots onto conveyors under Agility's Arc orchestration software. Agility described it as both the industry's first formal commercial humanoid deployment and its first humanoid RaaS agreement. By November 2025, Digit had moved more than 100,000 totes at that facility.
Schaeffler made a minority investment and signed a unit purchase agreement in November 2024, with stated intent to deploy across its 100-plant global network by 2030. The Mercado Libre agreement, signed in December 2025 for a San Antonio, Texas fulfillment facility, includes explicit optionality for Latin American expansion. Toyota Motor Manufacturing Canada signed a RaaS agreement in February 2026 following a successful pilot, targeting manufacturing, supply chain, and logistics operations.
The customer list spans logistics, e-commerce fulfillment, automotive supply, and manufacturing; no single vertical accounts for the entire deployment record.
Deployment plumbing
Digit is sold as a system, Arc, Agility's fleet and workflow coordination software, connects Digit to existing facility automation including AMRs, warehouse management systems, manufacturing execution systems, and PLCs. It handles task assignment, fleet monitoring, productivity tracking, remote support, and maintenance coordination.
The 2025 product update added autonomous docking, Functional Safety over EtherCAT, a safety PLC, on-robot E-stop, and AMR integrations with MiR and Zebra Robotics. Agility's stated position is that Digit connects islands of automation rather than displacing existing infrastructure, with a 35-pound carrying capacity, four-hour battery life, and interchangeable end effectors supporting repeatable handling tasks across facility types.
Agility's AI layer supports that deployment model, The company uses Isaac Sim and Isaac Lab for simulation-based training and reinforcement-learning policy development, has early access to NVIDIA Cosmos and Mega Omniverse, and says Schaeffler is using Mega for digital twin simulation of Digit fleet operations. Agility has also described its AI layer as LLM-agnostic, with Claude and Gemini both referenced for verbal instruction and autonomous reasoning tasks.
Safety as commercialization unlock
Agility became the first FCC-approved and NRTL-certified humanoid robot in 2025, a credential the company says supported the Toyota and Mercado Libre agreements. Current deployments operate inside designated workcells or safety barriers.
Agility says a cooperatively safe version of Digit, able to reduce speed and bring itself to ground when a human approaches, will be available by late 2026. Johnson said at the Abundance Summit that the next generation of Digit will carry a 50-pound lift capacity aligned to OSHA manual handling guidelines, with broader rollout expected in 2027.
Cooperative safety certification matters commercially because it expands Digit's deployment surface from workcell-constrained tasks to free floor movement, including material transport between loading docks and internal storage that current deployments cannot cover without barriers.
Capital and U.S. strategy
CEO Peggy Johnson described Agility at the Abundance Summit 2026 as valued at roughly $2 billion and said the company plans a new funding round later in 2026 to support the Salem production ramp; that round has not been formally announced or closed.
Johnson also framed humanoids through the same domestic-supply-chain lens now surrounding drones. In the Abundance Summit conversation, Johnson said the current U.S. administration wants to ensure the humanoid industry "flourishes and thrives in the US", citing high-level Washington meetings around supply-chain resilience.
Agility has not disclosed government contracts or formal support arrangements tied to that policy interest. The relevant point is strategic positioning: the company is presenting humanoid production as a domestic manufacturing and supply-chain problem at the same time that the category is moving from pilots toward early commercial scale.
Agility has more named commercial customers, active deployment milestones, and disclosed manufacturing infrastructure than most humanoid companies at this stage. Current production output at RoboFab, unit economics at volume, cooperative safety performance outside controlled conditions, and customer concentration across the five agreements remain undisclosed.
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