Humanoid is turning their robotic platform into an industrialization stack.

Humanoid announced a signed a contract manufacturing agreement with Bosch on May 21, 2026, to produce HMND 01 robots for the European market. Bosch will also provide Design-for-Excellence (DfX) support across hardware design, production, supply chain, and cost optimization, with potential integration of Bosch actuators, drives, and sensors into future iterations. The agreement follows a March 2026 proof-of-concept (PoC) at Bosch's site in Bühl, Germany, where the HMND 01 Alpha Wheeled robot transferred five different box sizes from a conveyor to a trolley.

Artem Sokolov founded the UK-based company in 2024. Humanoid operates offices in London, Boston, and Vancouver, employing a research and engineering team of over 200 people. Jarad Cannon joined the company as chief technical officer in mid-2025. Cannon previously served as chief technical officer at Brain Corp, where he managed fleet deployment scaling from 5 to more than 40,000 operational robots.

HMND 01 Alpha Wheeled serves as the primary physical manipulation node in the company's industrial architecture. Humanoid built the initial prototype platform over a seven-month period utilizing the NVIDIA stack, including Jetson Thor edge compute, Isaac Sim, Isaac Lab, and Omniverse, to run reinforcement-learning simulations and Vision-Language-Action (VLA) model training.

Unveiled in September 2025 with $50 million in founder-led capital, the platform targets industrial workplace tasks including picking, sorting, machine feeding, kitting, loading, unloading, and packaging.

Source: Humanoid

System Relationship

The physical platform operates downstream of external enterprise workflow layers. In November 2025, Humanoid established a development collaboration with SAP. This infrastructure integration culminated in a March 2026 live production logistics PoC alongside Martur Fompak. During the trial, an SAP AI agent transmitted task instructions directly to the HMND 01 platform via SAP Extended Warehouse Management (EWM), directing the wheeled robot to navigate to pallets, pick small automotive part (KLT) boxes, and deliver them to assembly trolleys.

Manufacturing Footprint

Physical component supply and production capacity are split across two German industrial tier-1 partnerships. In January 2026, Humanoid signed a five-year strategic technology partnership with Schaeffler, naming them the preferred supplier for the joint actuators used in the wheeled platform.

A subsequent May 13, 2026, agreement solidified a supply target of at least 1 million Schaeffler actuators through 2031, covering more than half of Humanoid's total joint demand. The arrangement outlines plans to deploy 1,000 to 2,000 robots across Schaeffler manufacturing sites by 2032, beginning with initial rollouts between December 2026 and June 2027 at the Herzogenaurach and Schweinfurt facilities.

Operational baseline testing throughout early 2026 established initial platform performance benchmarks across three independent factory environments:

• Schaeffler completed an initial bin-picking PoC at its Erlangen site in October 2025, using a physical twin and teleoperation data to tune the robot's VLA model on cluttered metallic bearing rings.

• Siemens completed an electronics factory PoC in Erlangen in January 2026, where the robot performed tote-to-conveyor destacking; public milestones released in April 2026 reported a performance capacity of 60 tote moves per hour, greater than 8 hours of uptime, and a 90 percent autonomous pick-and-place success rate.

• Ford running a six-week trial at its Cologne Innovation Centre, yielded company-reported metrics of 83 units handled per hour against a 50-unit baseline target, alongside a 97 percent autonomous pick-and-place reliability rate.

QSS AI & Robotics acts as the exclusive commercial, distribution, and localization partner for Humanoid in Saudi Arabia under an October 2025 agreement. The framework contains a non-binding pre-order structure of up to 10,000 units over five years and explores localized assembly at the QSS robotics factory in Riyadh. According to figures disclosed by Sokolov on May 13, 2026, Humanoid has accumulated 34,000 total pre-orders scheduled for delivery over a three-year window, supported by $100 million in cumulative founder investment with a target U.S. IPO window set for 2029 or 2030.

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