Agility Robotics

What makes it defensible

A decade of proprietary dynamic-bipedal-locomotion research plus an in-house humanoid factory (RoboFab) - the hard-to-copy combination of balance physics and manufacturing capacity.

Position in the stack: Full-stack humanoid OEM selling finished robots-as-a-service to logistics and manufacturing operators; owns locomotion IP and its own manufacturing line.

Who buys it

Named customers: GXO Logistics, Amazon, Schaeffler, Toyota Motor Manufacturing Canada, Mercado Libre

Founding team

Jonathan Hurst — Co-founder & CTO/Chief Robot Officer — Professor of legged robotics at Oregon State University; led the Dynamic Robotics Lab and the Cassie bipedal platform.

Damion Shelton — Co-founder & President — Robotics Ph.D.; previously co-founded and exited 3D-imaging startup threeRivers 3D; CEO from founding until 2024.

Mikhail Jones — Co-founder — Hurst's graduate student; lead developer of the control software behind the ATRIAS/Cassie platforms.

Financing detail

Last round

Series C

Investors: Amazon Industrial Innovation Fund, NVIDIA NVentures, SoftBank, DCVC, Playground Global, WP Global Partners

Evidence & media

• Agility unveils Digit 5 — cooperatively-safe humanoid

  What this source supports: Digit 5 unveiled Sept 15 2026: 50 lb lift, ~9-min charge / 90-min runtime, first collaboratively-safe Digit, >$300M multi-year orders, built at RoboFab.

  What it does not establish: First-party; order value subject to milestones and safety certification.

  Source

• Agility unveils Digit 5 with co-operative safety and $300M orders (GCN)

  What this source supports: Third-party: illustrative RaaS pricing (~$8,500/mo per robot + ~$25k deployment), Churchill Capital XI SPAC (ticker AGLT), GXO 100k-tote milestone.

  What it does not establish: Pricing marked illustrative; SPAC not closed; customer economics undisclosed.

  Source

• Digit 5 technical breakdown (Automation Mag)

  What this source supports: Third-party technical recap: NVIDIA IGX Thor / Halos Core safety stack; ANSI/A3 and ISO 25785 standards participation.

  What it does not establish: Trade-press restatement of first-party specs; no independent performance test.

  Source

• Agility Robotics Expands NVIDIA Collaboration as It Prepares Digit 5 for Commercial Scale

  What this source supports: Digit 5 GA units to standardize on NVIDIA IGX Thor (exclusive onboard compute); NVIDIA Halos integration into Digit safety system.

  Source

• Agility Robotics Expands Pittsburgh Presence to Support Growing Customer Deployments

  What this source supports: 50,000 sq ft Pittsburgh site; >$300M multi-year Digit 5 orders subject to milestones; four additional (unnamed) customers.

  Source

• AGCO and Agility Robotics Advance Smart Manufacturing with Humanoid Robot Pilot in Hesston, Kansas, Facility

  What this source supports: AGCO (NYSE: AGCO) commercial agreement; pilot expected to begin 2027 — not a deployed fleet.

  Source

• Agility Robotics Announces Audit Committee Chair for Planned Public-Company Board

  What this source supports: Mark Vale (ex-UPS president) expected to join board post-close and chair audit committee.

  Source

Timeline

1. Oct 19, 2026 Governance

   Mark Vale (Transportation Insight CEO, ex-UPS president) expected to join Agility board and chair its audit committee ahead of the CCXI de-SPAC (AGLT)

   Source
2. Oct 20, 2026 Customer

   AGCO signs commercial agreement with Agility Robotics; Digit pilot expected to start 2027 at AGCO's Hesston, Kansas plant (parts sorting/stacking, tote placement)

   Source
3. Oct 21, 2026 Facility

   Agility to open 50,000 sq ft Pittsburgh facility — software/AI center of excellence plus East Coast service center (first employee access by year-end 2026)

   Source
4. Oct 21, 2026 Customer

   Agility has secured >$300M in multi-year Digit 5 orders (subject to contractual milestones) and added four customers across automotive, consumer goods and agriculture

   Source
5. Oct 22, 2026 partnership

   Agility Robotics expands NVIDIA collaboration: Digit 5 standardizes on NVIDIA IGX Thor as exclusive onboard compute for general-availability units; NVIDIA Halos integrated into Digit safety system + Halos AI Systems Inspection Lab

   Source
6. Oct 6, 2026 Financing

   Churchill Capital XI 8-K + investor presentation: Agility at $2.5B pre-money, ~$620M gross proceeds (~$200M incremental, Foxconn-anchored); $300M+ Digit 5 orders = 1,000 units/3-yr RaaS; Digit 5 GA targeted end-2027

   Source
7. Oct 5, 2026 Governance

   Agility CEO Peggy Johnson selected to join Project Meridian (DoW-commissioned, MITRE-led future-of-warfare study)

   Source
8. Oct 1, 2026 partnership

   Agility and FORT Robotics sign MOU to advance Digit 5 safety architecture (offboard safety bridge)

   Source
9. Sep 15, 2026 Product

   Agility unveils Digit 5 — first humanoid engineered for cooperatively safe work at scale; >$300M in multi-year orders

   Source
10. Jul 15, 2026 Financing

    Series C — $641,000,000 total disclosed

    Source

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