Agile Robots closes $500M Series F at $8.5B valuation, led by SoftBank with Nvidia and Hitachi
Munich-based Agile Robots has closed a $500 million Series F funding round at an $8.5 billion valuation, led by SoftBank with Nvidia and Hitachi participating — a bet that humanoid robots are moving from the lab to the factory floor.
📊 Scorecard: our Bullish call on $9984.T is scored from ¥3,547, the last close before it ran. Its first result comes after the next close.
The News
Munich-based physical AI company Agile Robots closed a $500 million Series F funding round on November 12, 2026 at an $8.5 billion valuation, led by SoftBank Group with Nvidia, Hitachi Group — Hitachi and Hitachi Ventures — and T.Capital participating. The round brings the company's total invested capital to $2 billion. A Series F is a late-stage private funding round, the kind a company raises when it is scaling up rather than proving an idea.
Agile builds humanoid and mobile robots, robotic arms and hands, and the software and AI models behind them for industrial customers. The company says it has more than 20,000 robotic solutions installed worldwide, over 2,000 research and development experts and over 650 patents. The money will fund expansion in the United States, additional production capacity including in Germany, and entry into new markets. Early in 2026 Agile opened a production site at Fürstenfeldbruck, near Munich, which the company says has capacity to produce up to 10,000 legged and wheeled humanoid robots a year — a stated capacity, not output. Agile has not disclosed how many humanoids it has shipped or how many are doing paid work.
The round closed below the roughly $800 million Bloomberg reported in June that SoftBank was in early talks to anchor — a smaller cheque than the one first discussed, but still a large robotics round for the year. The New York Times reported the round is also meant to prepare for a possible stock market listing, with no timetable given. Agile gave no revenue figures with the round. SoftBank shares closed Friday in Tokyo at 3,547 yen, down 5.11%; Nvidia closed at $162.85, down 2.01%; Hitachi closed at 4,962 yen, down 0.38%.
Half a billion dollars for robots that walk — the humanoid race now has a European front-runner with American and Japanese backing.
Why It Matters
Physical AI is the name for AI that lives in a body — a robot that can see, decide and move in the real world — and Agile Robots is one of the few companies building it at industrial scale. Humanoid robots, mobile robots, arms and hands, plus the software and AI models that run them: that is the full stack, and the 20,000-plus installed solutions say customers are already buying it. A $500 million round at an $8.5 billion valuation is the market's way of saying the category has moved past the demo stage.
The investor list is as important as the money. SoftBank has a long record of backing big, capital-hungry technology bets, and leading this round puts its weight behind Agile's expansion. Nvidia's participation matters because its chips and AI platform are the computing layer most humanoid makers build on — an investor that is also a supplier is betting its own technology becomes the standard. Hitachi brings the industrial side: factories, customers and manufacturing discipline. When the capital, the computing and the customers all invest in the same company, the bet is on the ecosystem, not just the robot.
The round also has to be read honestly. It closed below the roughly $800 million Bloomberg reported in June that SoftBank was in early talks to anchor, and Agile disclosed no revenue, no shipment numbers and no count of humanoids doing paid work. The 10,000-a-year figure is the capacity of a production site, not a sales number. Those gaps are normal for a private company at this stage, and the reported preparation for a possible listing suggests the numbers will have to appear eventually. For now, the funding is the news: humanoid robotics has a European champion with $2 billion behind it, and the race is no longer an American and Chinese affair.
Analyst's Take
Our call is Bullish. A $500 million round at an $8.5 billion valuation, led by SoftBank with Nvidia and Hitachi in the syndicate, is a serious vote of confidence in a company that builds real robots for real industrial customers — not a demo video. The investor mix is the tell: SoftBank brings the capital, Nvidia brings the AI computing platform, and Hitachi brings industrial customers and manufacturing know-how. That is a supply chain investing in itself, and the $2 billion of total invested capital says this is a company being built for scale, not for a quick exit.
The honest caveats are the missing numbers. Agile has disclosed no revenue, no humanoid shipments and no count of robots doing paid work — only installed solutions, headcount, patents and a production capacity of up to 10,000 humanoids a year, which is a ceiling, not an output. The round also closed below the roughly $800 million Bloomberg reported SoftBank was discussing in June, which suggests the final terms were more measured than the early talk. But a smaller-than-rumoured round at an $8.5 billion valuation with a possible listing being prepared is still a strong result, and it puts a European humanoid maker on the same funding map as its American and Chinese rivals.
Reader poll: are you bullish or bearish on humanoid robots? Vote: 2027, 2030, or Later than 2030.
Are you bullish or bearish on this story?
By The Numbers
FAQ
What does Agile Robots do?
Agile Robots is a Munich-based physical AI company. It builds humanoid and mobile robots, robotic arms and hands, and the software and AI models behind them for industrial customers. It says it has more than 20,000 robotic solutions installed worldwide, over 2,000 research and development experts and over 650 patents.
Who invested in the Series F?
The $500 million round was led by SoftBank Group, with Nvidia, Hitachi Group — Hitachi and Hitachi Ventures — and T.Capital participating. The round brings the company's total invested capital to $2 billion.
What will the money be used for?
Expansion in the United States, additional production capacity including in Germany, and entry into new markets. Early in 2026 Agile opened a production site at Fürstenfeldbruck, near Munich, which the company says has capacity to produce up to 10,000 legged and wheeled humanoid robots a year — a stated capacity, not output.
Is Agile Robots going public?
The New York Times reported the round is also meant to prepare for a possible stock market listing, with no timetable given. Agile has disclosed no revenue figures with the round, and has not said how many humanoids it has shipped or how many are doing paid work.
👁
Source: Automate.org