Humanoid Robots: Agility Robotics is Coming to the Market

On June 24, US humanoid robotics company Agility Robotics announced that it had entered into a definitive business combination agreement with Churchill Capital Corp XI, a publicly traded special purpose acquisition company (SPAC)¹. Upon closing of this transaction, the combined company is expected to operate as “Agility” and be listed on a major North American exchange under the ticker symbol “AGLT.”

For tech investors, this development is notable. Because the deal is set to create the first US-listed play on a humanoid robotics company with proven, active commercial deployments¹.

Who is Agility Robotics?

Agility is a humanoid robotics company that was founded in 2015 by Dr. Jonathan Hurst, Dr. Damion Shelton, and Mikhail Jones out of Oregon State University's Dynamic Robotics Laboratory. Its mission is to develop robots that augment the human workforce and lead the adoption of humanoids everywhere.

Since its founding, the company has focused on advancing humanoid robotics from research and development into real-world commercial deployment, building deep expertise across robotics, physical AI, safety systems, and enterprise automation. Today, it is one of the few humanoid robotics companies with multiple years of operational experience in real customer environments¹.

To date, Agility has raised around $400 million² in private venture equity. Strategic investors and partners have included DCVC, Nvidia, Amazon, SoftBank Vision Fund 2, Schaeffler, Foxconn, Abico, and Playground Global¹.

The SPAC deal – which is expected to value the company at $2.5 billion – is anticipated to provide the company with $620 million to fund growth¹. That includes about $420 million raised by Churchill from public investors and roughly $200 million from a group led by Foxconn¹.

Agility’s Flagship Humanoid Robot

Agility’s flagship humanoid robot is the “Digit.” This is a general-purpose, human-centric robot made for work that is currently operating in manufacturing, distribution, and logistics environments.

At present, it is commercially deployed with companies such as Schaeffler, GXO, Toyota Motor Manufacturing Canada, and MercadoLibre where it automates repetitive physical tasks across manufacturing, distribution, and logistics operations¹. To date, it has accumulated more than 65,000 hours of operation, demonstrating the ability to operate safely and reliably in live production environments¹.

Currently, Agility is preparing for the commercial launch of Digit v5, its next-generation humanoid robot. According to the company, it has already secured more than $300 million of multi-year orders for this model, subject to the realization of certain contractual milestones¹.

Ready to Manufacture at Commercial Scale

To support broad enterprise adoption, Agility has developed the manufacturing, hardware, supply chain, and deployment infrastructure required to produce its humanoids at commercial scale. Central to this is “RoboFab” – its full-scale humanoid manufacturing facility designed to support production of up to 10,000 units annually¹.

Note that its supply chain is domestically-focused with approximately 75% of Digit parts coming from within the US¹. This substantially mitigates global supply chain risks and insulates production from international trade volatility and tariff pressures.

Collaborating with Nvidia

On the AI and data side, Agility's proprietary physical AI platform enables Digit to perceive, understand, and interact with the physical world while safely operating in complex, human-centric environments. To accelerate its AI capabilities and model training, the company has partnered with leading technology companies, including Google DeepMind and Nvidia – which selected Agility as the launch partner for Nvidia Halos, the industry’s first full-stack safety system for physical AI and humanoid robotics¹.

It’s worth noting that Agility’s commercial deployments are generating a growing body of proprietary, real-world operational data that is continuously improving the company’s embodied AI systems, accelerating development of new capabilities, and expanding the range of tasks Digit can perform. This data flywheel is strengthening Agility’s technology platform, driving innovation, and creating increasing value for customers.

Playing the Humanoid Robotics Theme

In summary, Agility Robotics going public via a SPAC deal marks a huge milestone for the tech industry, offering investors a chance to get US-listed pure-play exposure to commercial humanoid robots. With proven field experience, millions in backed orders, and massive production capacity via RoboFab, there is a lot to be excited about as the market for physical AI takes off.

That said, keeping a balanced perspective as an investor is key. While Agility presents a direct pure-play opportunity, it’s far from the only way to play the humanoid robotics theme.

Footnotes:

¹Agility Robotics, Agility Robotics to Go Public Through Merger with Churchill Capital Corp XI, as of June 24, 2026

²GeekWire, ‘Digit’ maker Agility Robotics to go public in $2.5B deal — here’s what the filings say about its finances, as of June 24, 2026