What this primer covers

10 chapters and 2 appendices.

How robots sense, think, move, learn and run in the field, layer by layer.

Overview

Overview

THE BIG PICTURE

How Atomgigs works: sources, catalysts and buyers

Atomgigs does not build machines. It helps makers go to market, advises buyers and delivers work done and data.

Sources (3)Where the machines and people come from
We offer
  • Go-to-market: where, how and to whom
  • Gigs: jobs for their machines and talent

Paid by Makers: GTM fees; buyers: per gig

Catalysts (3)Who funds, insures, approves and brings the projects
We offer
  • Advice and investor diligence
  • Project bidding and execution

Paid by Catalysts: advice, projects

Numbers 01 to 12 are primer numbers: each box has its own detailed primer.

PHYSICAL AI TECHNOLOGY AT A GLANCE

Ten facts that frame the physical AI stack.

The essentials a client, partner or investor needs before reading on.

01

Seven layers

Body, sensing, compute, control, models, simulation and data, then fleet operations. Every robot is a stack of these.

02

Three speeds of control

An AI brain at about 10 to 30 Hz, whole-body control at tens to hundreds of Hz, motor loops at thousands of Hz.

03

Plumbing is shared

ROS 2 and EtherCAT are common standards. Makers compete on mechanics, data and the trained model.

04

Trained in simulation, finished on site

Simulation does the bulk. A staged live period with human rescues fixes what it missed.

05

VLA models are the new brain

Camera images plus a spoken instruction in, joint actions out. Open and closed families both exist.

06

Contact is the hard part

Gravity is easy to simulate. Friction, soft objects and clutter drive the sim-to-real gap.

07

Real data is scarce

NVIDIA suggests about 100 to 500 good demonstrations to fine-tune a VLA on a new fine task.

08

Data ownership shapes design

Large customers want training to run in their own cloud account, with a thin local fine-tune.

09

Safety rules are moving

ISO 10218 was reissued in 2025, ISO 25785-1 is in draft, EU Machinery Regulation applies 20 Jan 2027.

10

The business is service

RaaS, uptime and remote operators decide returns. GXO said in Aug 2026 that 45 humanoid pilots had not yet paid back.

Chapter 1

The stack at a glance

What physical AI is, the seven layers, the tool map, maturity by layer.

1 THE STACK AT A GLANCE · 1.1 WHAT PHYSICAL AI IS

Physical AI: software that has to move things.

AI that senses and acts in the physical world, with physics and safety in the loop

DEFINITION

Sense, decide, act

  • AI that perceives and acts on the physical world: robots, drones, vehicles and smart machines.
  • A closed loop: sensors feed a model, the model drives actuators, the world changes, sensors see it again.
  • Humanoids, arms, wheeled robots and quadrupeds all share this loop.
DIFFERENCE

Why it is harder than chatbots

  • A wrong answer costs damaged goods or injury, not a retry.
  • There is no internet of robot actions to learn from, so data is scarce.
  • Latency, battery, heat and safety rules limit what can run onboard.
WHY NOW

Four things came together

  • Edge GPUs such as Jetson Thor (kit launched August 2025).
  • Vision-language-action models that turn images and words into motion.
  • GPU simulation that trains thousands of robot copies at once.
  • Synthetic data from world models to stretch scarce real data.

Physical AI is the same AI idea as before, applied where mistakes break things. That is why the stack matters.

1 THE STACK AT A GLANCE · 1.2 THE SEVEN LAYERS

The seven layers of a physical AI stack.

Each layer has its own tools, suppliers and failure modes. This deck follows them bottom to top.

7Fleet, safety and operationsFleet software, remote operators, OTA updates, standards, insurance, serviceChapters 8, 9
6Simulation and dataIsaac Sim and Lab, MuJoCo, teleoperation, synthetic data, data pipelinesChapters 6, 7
5ModelsVision-language-action models, world models, LLM planners and skillsChapter 5
4Middleware and controlROS 2, EtherCAT, whole-body control, motion planning, safety controllersChapter 4
3ComputeEdge GPU (Jetson Thor), real-time controllers, cloud for trainingChapter 3
2SensingCameras, depth, LiDAR, IMU, joint torque, force and touchChapter 3
1BodyFrame, actuators and gearing, hands, battery and thermal designChapter 2

A robot company rarely owns all seven. Knowing which layers it owns is the first diligence question.

1 THE STACK AT A GLANCE · 1.2 THE SEVEN LAYERS

One instruction, end to end.

What happens between "restock the soup" and a moving arm

1

Hear and see

  • Cameras and depth sensors stream images.
  • The instruction arrives as text or speech.
2

Understand

  • A VLA model on the onboard GPU reads images plus the words.
  • About 10 to 30 times a second.
3

Plan

  • Output is a short action sequence.
  • Planners check reach and collisions.
4

Balance and move

  • Whole-body control turns targets into joint commands.
  • Tens to hundreds of times a second.
5

Drive motors

  • Servo drives close torque and position loops.
  • Thousands of times a second over EtherCAT.
6

Learn

  • Failures and rescues are logged.
  • Fine-tuned weights return overnight.

Slow reasoning sits on top and fast reflexes at the bottom. A robot is three programs, not one.

The learning loop closes the circuit: what the robot gets wrong today is training data for tomorrow.

1 THE STACK AT A GLANCE · 1.3 THE TOOL MAP

The tool map: what each tool does.

NVIDIA supplies most of the simulation-to-brain chain. CAD, ROS 2 and the motor bus are separate, mostly open standards.

LayerToolWhat it doesPlain-English analogy
DesignCAD (Autodesk, PTC Onshape, SolidWorks)Defines parts, joints and mass. Exported as STEP, URDF or USDThe blueprint
SimulatorIsaac SimLoads the robot into a physics world with sensors. Imports URDF, MJCF and CAD via OpenUSDThe game engine
TrainerIsaac LabRuns thousands of parallel simulated copies to teach by reward (reinforcement learning)The training gym
World modelsCosmosGenerates and augments synthetic video and scenarios; Cosmos 3 (June 2026) adds reasoning and action generationThe imagination department
Robot foundation modelIsaac GR00TOpen vision-language-action model: camera plus instruction in, joint actions outA pretrained apprentice you fine-tune
Onboard computerJetson ThorRuns the trained models on the robot itselfThe brain in the chest
MiddlewareROS 2Open messaging framework connecting sensors, planning and drivers. Not a true operating systemAndroid for robots
Motor busEtherCATReal-time wiring standard linking the computer to servo drivesThe nervous system
Cloud and fleetAWS Physical AI Toolchain (Oct 2026)Open reference architecture for data, training, simulation and deployment on AWS with NVIDIA toolsThe factory around the factory

Most of this chain is shared. What differs between makers is the body, the data and the trained model.

1 THE STACK AT A GLANCE · 1.4 MATURITY BY LAYER

Maturity by layer: where the stack is strong and where it is thin.

Atomgigs view, based on public sources. It will be refined with each engagement.

56

degrees of freedom in the 2026 production Atlas

3Bparameters in open-weight GR00T N1.7
25 HzGR00T N1.7 on Jetson AGX Thor, optimized (NVIDIA)
45

humanoid pilots at GXO, not yet paid back (Aug 2026)

LayerMaturityWhat is solidWhat is still hard
BodyMaturingElectric actuators, wheeled and arm platformsHands, cost, reliability of legged robots
SensingMatureCameras, depth, IMU, encoders at low costTouch sensing, calibration drift
ComputeStrongOnboard GPU runs large models at 10 to 30 HzPower, heat and cost for small robots
Middleware and controlMature for arms and wheelsROS 2, EtherCAT, classical controlLegged and whole-body control under contact
ModelsEarly, fast movingOpen VLA models, strong pretrainingReliability on unseen tasks, long horizons
Simulation and dataEarlyGPU simulation, synthetic scenesContact realism, scarce real demonstrations
Fleet, safety, operationsLeast matureWarehouse fleets, industrial safety rulesHumanoid certification, remote-operator ratios, ROI

Hardware and middleware are ahead of models and operations. The gap between demo and daily shift is the opportunity.

Chapter 2

The body

Form factors, actuators and drivetrains, hands and grippers, power and thermal, from CAD to a built robot.

2 THE BODY · 2.1 FORM FACTORS

Five common robot forms and where each fits.

Form follows task. Humanoids are one choice, not the default.

FormStrengthLimitTypical use today
Wheeled mobile robot (AMR)Cheap, fast, stable, provenStairs, tight human spaces, no armsWarehouse transport, hospitals, cleaning
Fixed arm cellPrecision, speed, mature safety rulesCannot move around the siteWelding, assembly, palletizing, machine tending
Mobile manipulatorArm on a wheeled base reaches across a siteBalance and reach trade-offsShelf picking, lab automation, inspection
QuadrupedRough terrain, stairsLittle payload, short runtimeInspection, security patrol, site survey
HumanoidWorks in spaces built for peopleCost, balance, energy, safety proofPilots in logistics, automotive, retail

Choose the simplest form that does the job. A humanoid earns its cost only where the site cannot change.

2 THE BODY · 2.1 FORM FACTORS

The five forms, in pictures.

From the simplest to the most general body. Each photo shows a real, shipping machine.

Wheeled mobile robotAmazon drive unit that lifts and moves shelf pods.
Wheeled mobile robotAmazon drive unit that lifts and moves shelf pods.
Fixed arm cellFANUC six-axis arms welding a steel frame.
Fixed arm cellFANUC six-axis arms welding a steel frame.
Mobile manipulatorAn industrial arm mounted on a driverless base.
Mobile manipulatorAn industrial arm mounted on a driverless base.
QuadrupedANYmal D on an inspection round in a substation.
QuadrupedANYmal D on an inspection round in a substation.
HumanoidElectric Atlas, Boston Dynamics, on display at Hyundai.
HumanoidElectric Atlas, Boston Dynamics, on display at Hyundai.

Photos, left to right: Geni, CC BY-SA 4.0; Phasmatisnox, CC BY 3.0; Marta Veverica, CC BY-SA 4.0; Cvoellmy / ANYbotics, CC BY-SA 4.0; Damian B Oh, CC BY-SA 4.0 (all via Wikimedia Commons).

2 THE BODY · 2.1 FORM FACTORS

Why humanoids, and why the caution.

The case for the human shape, and the price of it

FOR

Built for human spaces

  • Doors, stairs, shelves and tools are made for people.
  • No need to rebuild the site around the robot.
  • One body for many tasks.
FOR

Learning from people

  • Human video and teleoperation map more directly to a human-shaped body.
  • Demonstrations by workers become training data.
  • Operators can steer the robot intuitively.
AGAINST

What it costs

  • Balance on two legs adds control, power and fall risk.
  • Many joints mean more parts that can fail.
  • Safety certification for dynamically stable robots is still being written.
  • Wheels on a torso often do a task more cheaply.

Atomgigs treats the form factor as a business choice, not a fashion. Task, site and safety come first.

2 THE BODY · 2.2 ACTUATORS AND DRIVETRAINS

Actuators: the muscle of every joint.

A joint is a motor, a gear reduction, a sensor and a drive working as one unit

ELECTRIC

Motor plus gearing

  • Brushless motors with harmonic drives, planetary or cycloidal gearboxes.
  • Quasi-direct drives keep gearing low for good torque feel and shock tolerance.
  • Encoders and torque sensors give the controller its sense of position and load.

Strain-wave (harmonic) gear set

Photo: Pieceofmetalwork, CC BY-SA 4.0

LINEAR

Screws and rods

  • Roller-screw linear actuators push and pull for legs and arms.
  • Strong and compact at the cost of added mass in the limb.
  • Common in several humanoid designs.
CASE

2026 production Atlas

  • 56 degrees of freedom, most joints rotate 360 degrees.
  • The design removes fragile wiring from moving joints.
  • Hyundai Mobis supplies the actuators.
  • Atlas moved from hydraulic to electric drive.
2026 production Atlas

Actuators are bought-in parts for most makers. Supply chain and quality here decide cost and reliability.

2 THE BODY · 2.2 ACTUATORS AND DRIVETRAINS

Actuator types compared.

Trade-offs a maker faces when choosing the joint

TypeStrengthWeaknessSeen in
Geared electric (harmonic, planetary)High torque in a small size, preciseGear wear, backlash, less back-drivableIndustrial arms, humanoid joints
Quasi-direct driveBack-drivable, tolerates impacts, good force controlNeeds bigger motors for the same torqueQuadruped legs, research humanoids
Series elastic actuatorBuilt-in spring gives safe force sensingLower bandwidth, added complexityCollaborative robots, some legged robots
Linear (roller screw)Strong, compact for pushing loadsHeavy in the limb, costHumanoid legs and arms
HydraulicVery high power densityLeaks, noise, upkeep, pump powerEarlier heavy legged robots, heavy equipment

No type wins. The mix reflects the payload, speed, cost and safety target of the machine.

2 THE BODY · 2.3 HANDS AND GRIPPERS

Hands: the hardest part of a humanoid.

Dexterity is where most robot demos stop and most real work begins

WHY HARD

Many joints in a small space

  • A human hand has about 27 degrees of freedom.
  • Robot hands with 20 or more actuated joints pack motors, tendons and wiring into a palm.
  • More joints mean more cost, heat and wear.
TODAY

Grippers do most paid work

  • Two-finger and suction grippers handle most logistics picking today.
  • Three-finger and dexterous hands are for tool use and fine assembly.
  • Tool changers swap end effectors when a task needs one.
SENSING

Touch closes the loop

  • Vision cannot see grip force or slip.
  • Tactile skins and camera-based gel sensors report contact.
  • Touch data is scarce, which limits what models learn about it.
Robonaut 2, a humanoid built for dexterous workPhoto: NASA/Keegan Barber (public domain)
Robonaut 2, a humanoid built for dexterous workPhoto: NASA/Keegan Barber (public domain)
A two-finger gripper handling lab samplesPhoto: NIAID (public domain)
A two-finger gripper handling lab samplesPhoto: NIAID (public domain)

When a company says "humanoid", ask what the hand can do and how many hours it has run in a real shift.

2 THE BODY · 2.4 POWER AND THERMAL

Power and thermal: the limits nobody demos.

Battery, heat and payload decide the shift, not the model

ENERGY

Runtime and charging

  • Lithium-ion packs are the norm. Runtime of a few hours per charge is typical for humanoids.
  • Swappable packs or automatic docking turn a demo into a shift.
  • Battery safety needs its own review.
THERMAL

Motors get hot

  • Peak torque is short. Continuous torque is set by how well the motor sheds heat.
  • Hot joints derate, slow down or shut off.
  • Enclosures and cooling add weight and noise.
PAYLOAD

Weight changes everything

  • Doubling payload (say 10 kg to 20 kg) changes motors, gearing and structure.
  • Simulation can test feasibility.
  • It cannot test sourcing, safety certification or reliability.

Ask for payload at full reach, continuous runtime with load and minutes to recharge or swap.

2 THE BODY · 2.5 FROM CAD TO A BUILT ROBOT

From CAD to a built robot.

The chain you can run in software, and the steps that still need a factory

1

Design in CAD

Autodesk, PTC Onshape or SolidWorks define parts, joints and mass.

2

Export

STEP for geometry, URDF or MJCF for joints, USD for full scenes.

3

Simulate

Load into Isaac Sim or MuJoCo. Test reach, balance and payload.

4

Prototype

3D print light parts. Buy actuators, drives, sensors and batteries.

5

Certify

Safety testing and standards before any customer site.

6

Pilot

Staged live trial. Rescues feed the next design.

The chain echoes the CAD-to-CNC shift of the 1990s, with a simulation step added in the middle.

Build to order is real for prototypes and light parts. Production humanoids still depend on bought-in actuators and sensors.

Chapter 3

Senses and compute

Sensors, onboard compute, from pixels to a world state.

3 SENSES AND COMPUTE · 3.1 SENSORS

The sensor set on a modern robot.

Most robots fuse several sensor types. No single sensor is enough.

SensorWhat it givesStrengthWatch out for
RGB cameraColor imagesCheap, rich, what VLA models readLighting, motion blur, no direct depth
Depth (stereo, time of flight)Distance per pixelDirect 3D for grasping and obstaclesShiny and transparent objects, sunlight
LiDARPrecise 3D point cloudLong range, mapping, navigationCost, glass, rain, dust
IMURotation and accelerationFast, key for balanceDrift over time
Joint encoders and torque sensorsJoint position and loadCore of motor controlCalibration, temperature
Force-torque sensorForces at wrist or footContact-aware assembly and walkingNoise, cost
Tactile skinTouch and slipGrip control for soft or slippery objectsImmature, fragile, little data

Cameras and joint sensors carry most of the load today. Touch is the missing sense.

3 SENSES AND COMPUTE · 3.1 SENSORS

Lidar and depth cameras, in pictures.

The two sensors that give a robot direct 3D: one scans the room, the other sees depth per pixel.

Lidar on a mobile robotA tracked research robot carrying a SICK laser scanner (yellow) to map its surroundings and avoid obstacles.Photo: S.
Lidar on a mobile robotA tracked research robot carrying a SICK laser scanner (yellow) to map its surroundings and avoid obstacles.Photo: S. Winkvist (public domain)
Depth cameraAn Intel RealSense L515, a small lidar-based depth camera of the kind used for grasping and obstacle detection.Photo: Marc Auled
Depth cameraAn Intel RealSense L515, a small lidar-based depth camera of the kind used for grasping and obstacle detection.Photo: Marc Auledas, CC BY-SA 4.0
3 SENSES AND COMPUTE · 3.2 ONBOARD COMPUTE

The computer on board.

Three kinds of processor, each with its own job. Prices are typical ballpark values from public sources, not quotes.

GPU

Runs the AI models

  • Edge GPUs such as NVIDIA Jetson Thor run vision and VLA models on the robot itself.
  • The Thor developer kit launched in August 2025 at $3,499; NVIDIA raised its list price to $5,499 in July 2026 as memory costs rose.
  • Smaller Thor and Orin modules suit lighter robots.
CPU

Runs the software

  • ROS 2 nodes, planning, state estimation and logging.
  • Real-time Linux or a real-time core keeps timing predictable.
  • Isaac ROS packages are tuned for NVIDIA hardware.
REAL-TIME

Runs the motors

  • Microcontrollers and drives close the fast loops.
  • They must answer on time every time, so they stay simple.
  • Safety functions often live on their own certified controller.

Edge versus cloud: control and inference stay on the robot for speed and uptime. Training and fleet analytics live in the cloud.

3 SENSES AND COMPUTE · 3.2 ONBOARD COMPUTE

An edge AI computer, out of the box.

The brain in the chest: a GPU module that runs vision and VLA models on the robot.

An edge AI computer, out of the box.
WHAT YOU ARE SEEING
  • NVIDIA Jetson AGX Orin developer kit (right) and its box (left).
  • Orin is the generation before Thor; both put a GPU and CPU in a module small enough for a robot's torso.
  • The same module, without the case, is built into production robots.
  • Thor is the 2025 successor, aimed at humanoids and VLA models.

Photo: Auledas, CC BY 4.0

3 SENSES AND COMPUTE · 3.3 FROM PIXELS TO A WORLD STATE

From pixels to a world state.

Raw sensor data is cleaned, aligned and turned into what the planner needs

1

Capture

Cameras, depth, LiDAR, IMU and joints stream data.

2

Calibrate and sync

  • Fix sensor positions and align timestamps.
  • A one-frame error breaks grasps.
3

Perceive

Detect, segment and estimate pose of objects and people.

4

Localize and map

Where am I, what is around me. SLAM or a prebuilt site map.

5

World state

A live model of objects, free space and risks handed to planning.

Calibration and time sync are unglamorous and cause many field failures. They belong on every pilot checklist.

Chapter 4

Middleware and control

ROS 2 and real-time buses, three control loops, whole-body control and planning, safety inside the control stack.

4 MIDDLEWARE AND CONTROL · 4.1 ROS 2 AND REAL-TIME BUSES

ROS 2 and EtherCAT: the shared plumbing.

Why robots look alike inside

MIDDLEWARE

ROS 2

  • Open-source messaging framework that links sensors, planning and drivers. Middleware, not an operating system.
  • Began at Stanford and Willow Garage in 2007; now stewarded by the Open Source Robotics Foundation.
  • ROS 2 left beta in December 2017. ROS 1 reached end of life in May 2025.
MOTOR BUS

EtherCAT

  • Open real-time standard from Beckhoff, managed by the EtherCAT Technology Group.
  • Servo drives stay synchronized to under a microsecond.
  • Very common in industrial arms and humanoid joints.
BRIDGE

Isaac ROS and others

  • NVIDIA ships Isaac ROS, ROS 2 packages tuned for its hardware.
  • The GPU does not drive motors directly. Commands pass through ROS 2 and the drive network.
  • Alternatives such as CAN buses appear in smaller robots.

Standard software and wiring mean makers compete on mechanics, data and the trained model, not on plumbing.

4 MIDDLEWARE AND CONTROL · 4.2 THREE CONTROL LOOPS

Three control loops at three speeds.

A robot is not one program. Slow reasoning sits on top, fast reflexes sit at the bottom.

~10–30 Hz

AI brain

A VLA model reads camera images and an instruction such as "restock the soup" and outputs short action sequences. NVIDIA reports GR00T N1.7 at about 25 Hz on Jetson AGX Thor with optimized inference.

RUNS ON

Edge GPU

10 to 500 Hz

Whole-body control and planning

Balance, walking, arm paths and obstacle avoidance. Often a reinforcement-learning policy trained in Isaac Lab, or model-predictive control, running as ROS 2 nodes.

RUNS ON

CPU or GPU, ROS 2

1 to 10 kHz

Motor loops

Servo drives close the torque, speed and position loops. EtherCAT links them, synchronized to under a microsecond.

RUNS ON

Drives and real-time controller

The AI proposes. The lower loops dispose. Safety limits must live in the lowest loops, not in the model.

4 MIDDLEWARE AND CONTROL · 4.3 WHOLE-BODY CONTROL AND PLANNING

Whole-body control and motion planning.

Classical methods and learned policies now work side by side

CLASSICAL

Optimization-based control

  • Model-predictive control and whole-body optimization plan balance and contact forces.
  • Explainable, predictable, tunable by engineers.
  • Needs accurate models and compute.
LEARNED

RL locomotion policies

  • Trained in Isaac Lab with thousands of parallel copies and randomized conditions.
  • Handle rough ground and pushes that are hard to hand-code.
  • Quality depends on how well simulation matches reality.
PLANNING

Arm paths and obstacles

  • MoveIt 2 and GPU planners such as cuMotion compute collision-free arm paths.
  • Planning runs below the AI brain and above the motors.
  • Real sites add moving people and clutter.

Most shipping robots blend both: learned policies for movement, classical checks for limits and safety.

4 MIDDLEWARE AND CONTROL · 4.4 SAFETY INSIDE THE CONTROL STACK

Safety inside the control stack.

Safety is designed in at the lowest loops and certified apart from the AI

HARD LIMITS

Stops and limits

  • Emergency stops cut power regardless of what the model wants.
  • Joint, speed and force limits are enforced in firmware.
  • Safety-rated controllers are separate from AI compute.
AROUND PEOPLE

Collaborative modes

  • Speed and separation monitoring slows or stops when a person is near.
  • Power and force limiting caps contact force.
  • These ideas come from industrial collaborative-robot rules.

A collaborative arm palletizing without a fence

Photo: CollaborativePalletizer, CC BY-SA 4.0

PROOF

Functional safety

  • Safety functions carry performance-level or SIL ratings.
  • A learned policy cannot be certified directly, so the guard around it is.
  • Legged and humanoid robots lack settled standards today.
Functional safety

The practical rule: let the AI choose goals, and let certified hardware and firmware limit what any goal can do.

Chapter 5

Models: the new brain

Vision-language-action models, how the models are trained, world models, language as the interface.

5 MODELS: THE NEW BRAIN · 5.1 VISION-LANGUAGE-ACTION MODELS

How a vision-language-action model works.

Images and an instruction in, short action sequences out

1

Inputs

Camera frames, joint state and a text instruction.

2

Backbone

A pretrained model understands scene and words.

3

Action head

Generates a chunk of joint targets, often by diffusion or flow matching.

4

Action chunk

A short sequence executed while the next one is computed.

5

Controllers

Lower loops turn targets into torques.

NVIDIA GR00T N1.7 has open weights and about 3 billion parameters, and runs at about 25 Hz on Jetson AGX Thor.

Demonstrations recorded on real robots are the data used to fine-tune a VLA for a new task.

5 MODELS: THE NEW BRAIN · 5.1 VISION-LANGUAGE-ACTION MODELS

The model landscape: examples, not a ranking.

Open and closed families both exist. Access terms matter as much as quality.

FamilyDeveloperAccessNote
Isaac GR00TNVIDIAOpen weightsHumanoid focus; N1.7 has about 3B parameters, commercial use allowed
π0 familyPhysical IntelligenceOpen weights for π0 and π0.5Generalist model trained across many robot types
Gemini RoboticsGoogle DeepMindVLA for partners; ER model via APIGemini Robotics 2 (Jul 2026); DeepMind works with Boston Dynamics on Atlas
HelixFigureProprietary, in-houseTied to Figure humanoids
OpenVLAAcademic groupOpenResearch baseline of about 7 billion parameters

A client buying robots is also choosing a model supplier. Ask who can fine-tune it and where the weights live.

5 MODELS: THE NEW BRAIN · 5.2 HOW THE MODELS ARE TRAINED

How the models are trained.

Three ingredients, usually combined

PRETRAIN

Start from web-scale knowledge

  • A vision-language model already understands objects, words and scenes.
  • Robot data then teaches it to act.
  • This is why a few demonstrations can go a long way.
LEARN ACTIONS

Demonstrations and trial

  • Imitation from human demonstrations gives a first policy.
  • Reinforcement learning in simulation refines it.
  • Staged live operation adds real-world corrections.
FINE-TUNE

Make it yours

  • NVIDIA suggests about 100 to 500 good demonstrations for a fine manipulation task.
  • Cross-embodiment models adapt across robot bodies.
  • A body change may force retraining.

Fine-tuning is where a customer site is encoded into the model. That step is a service, and it recurs.

5 MODELS: THE NEW BRAIN · 5.3 WORLD MODELS

World models: two schools.

Both are being built. Neither has won.

GENERATE

NVIDIA Cosmos

  • A world foundation model that makes realistic video-like scenes.
  • Cosmos Transfer adds variation such as lighting and clutter to simulated scenes.
  • Cosmos 3 (June 2026) unifies reasoning, world and action generation.
PREDICT

JEPA-style models

  • Yann LeCun argues for predicting in abstract latent space, not pixels, because most pixel detail is unpredictable.
  • His AMI Labs raised a $1.03 billion seed round in March 2026.
USE

What world models do for robots

  • Create synthetic training data from scarce real data.
  • Test policies safely before deployment.
  • Possibly plan by imagining outcomes.
  • Store environments in Isaac Sim as 3D OpenUSD scenes.

Treat world models as a data and evaluation tool today. Their role inside the control loop is still research.

5 MODELS: THE NEW BRAIN · 5.4 LANGUAGE AS THE INTERFACE

Language as the interface.

LLM agents can call robot skills in plain English. They cannot add skills the robot lacks.

PLANNER

Agent chooses skills

  • An LLM agent turns "tidy the aisle" into a sequence of existing skills.
  • AWS's open-source Strands Agents and Strands Robots let an agent call skills, including over ROS 2.
  • The agent plans; tested skills do the moving.
SKILLS

A library of tested behaviors

  • Pick, place, open, navigate, scan.
  • Each skill is a trained policy or a scripted routine with known limits.
  • The library grows with every deployment.
GUARDRAILS

Keep the agent in bounds

  • Permissions limit which skills can run where.
  • Human approval for risky steps.
  • Logs show why the robot acted.

Natural-language control is a convenience layer on top of skills. The skills, not the chat, are the asset.

Chapter 6

Simulation and reinforcement learning

Simulators, reinforcement learning and sim-to-real, synthetic data and digital twins.

6 SIMULATION AND REINFORCEMENT LEARNING · 6.1 SIMULATORS

The simulators and what each is for.

Several engines coexist. Teams often use more than one.

ToolStewardStrengthTypical use
Isaac SimNVIDIAPhotorealistic scenes, sensor simulation, OpenUSD import of URDF, MJCF and CADDigital twins, synthetic data, testing
Isaac LabNVIDIAThousands of parallel environments on GPUsReinforcement-learning training
MuJoCoOpen source (Google DeepMind)Fast, accurate contact physicsResearch, locomotion, manipulation
GenesisOpen source projectFast multi-physics platform for robot learningResearch and rapid experiments
NewtonOpen physics engine (NVIDIA, Google DeepMind, Disney Research)GPU-accelerated, differentiable physicsShared physics layer for robot learning
GazeboOpen RoboticsTight ROS integrationSystem testing of ROS robots

Pick the simulator by the question: contact fidelity, speed or scene realism. No single tool leads on all three.

6 SIMULATION AND REINFORCEMENT LEARNING · 6.1 SIMULATORS

A humanoid at work, inside a simulator.

Robot, site and physics in software: where most testing now starts.

A humanoid at work, inside a simulator.
WHAT YOU ARE SEEING
  • NASA's Valkyrie humanoid fixing a solar panel in a Gazebo scene built for NASA's Space Robotics Challenge.
  • Teams wrote and tested their control software against this virtual robot before any hardware run.
  • The same idea scales up in Isaac Sim and Isaac Lab, with thousands of copies running at once.

Screenshot: Chapulinaaa, CC BY-SA 4.0

6 SIMULATION AND REINFORCEMENT LEARNING · 6.2 REINFORCEMENT LEARNING AND SIM-TO-REAL

Reinforcement learning, step by step.

The "rules" you describe are reward functions. The result is a policy.

1

Describe the task

Points for stocking a shelf correctly. Penalties for dropping glass.

2

Load the robot

Import the model into Isaac Sim. Add the site as a 3D scene.

3

Run thousands of copies

Isaac Lab trains in parallel on GPUs.

4

Randomize

Vary lighting, friction, mass and sensor noise.

5

Policy

A network that maps sensor input to actions.

6

Test on hardware

Deploy to the robot. Measure the gap.

A policy is the learned network. Rules like "do not drop glass" are only the rewards that shaped it.

Domain randomization is the core defense: train across many versions of reality so the real one looks like one more variant.

6 SIMULATION AND REINFORCEMENT LEARNING · 6.2 REINFORCEMENT LEARNING AND SIM-TO-REAL

Why simulation fails: contact is the hard part.

The sim-to-real gap and the usual ways to narrow it

GAP

Where reality differs

  • Gravity and rigid-body motion are well understood.
  • Friction, soft or slippery objects, sensor noise and clutter are approximated.
  • Unscripted events such as spills and dropped cans are hard to script.
METHODS

How teams close it

  • Domain randomization and system identification of real motors.
  • Teacher-student distillation and residual policies.
  • Physics-informed neural networks for better friction models (active research).
REALITY CHECK

Keep real data in the loop

  • Fine-tune on a few hours of real demonstrations.
  • Staged live operation reveals what simulation missed.
  • Full sim-to-real is still an open research problem.

Plan for staged pilots on the real site, not a clean hand-off from simulation.

6 SIMULATION AND REINFORCEMENT LEARNING · 6.3 SYNTHETIC DATA AND DIGITAL TWINS

Synthetic data and digital twins.

Virtual copies of robots and sites that stretch scarce real data

TWIN

A virtual site

  • A physics-accurate virtual copy of a robot or site.
  • Test layouts, routes and failures before touching the real floor.
  • Built as 3D OpenUSD scenes in Isaac Sim.
SYNTHETIC

Variation on demand

  • Cosmos Transfer adds lighting, weather and clutter variants.
  • One real clip becomes many training scenes.
  • Cosmos augments data. It does not replace images of the real site.
LIMITS

What synthetic cannot do

  • It cannot invent physics the simulator lacks.
  • Quality depends on assets, called SimReady assets, that behave like real ones.
  • Real data still anchors the final policy.

Digital twins make pilots cheaper and safer. They do not replace staging on the real site.

Chapter 7

Data and teleoperation

The data pyramid, teleoperation and capture, data operations and evaluation, who owns the data.

7 DATA AND TELEOPERATION · 7.1 THE DATA PYRAMID

The data pyramid: more volume below, more value above.

Robot teams blend all five tiers. Real data on the target robot is rare and decisive.

Real robot data

Real robot data on your task

Rescues and autonomous runs on the actual site. Scarce, costly, decisive.

Teleoperated demonstrations

Teleoperated demonstrations

Human-driven runs via headset, leader arms or gloves. Often 100 to 500 episodes for a new task.

Human video

Human video

Workers filmed doing the job, often from head-mounted cameras. Cheap, but it needs mapping to the robot body.

Simulation and synthetic data

Simulation and synthetic data

Isaac Lab runs and Cosmos-generated scenes. Unlimited volume, imperfect physics.

  • More
  • value

Internet video, images and text

Internet video, images and text

Pretraining of the vision-language backbone. Widest, least robot-specific.

Most real programs spend effort at the top two tiers, where each hour is hardest to get.

7 DATA AND TELEOPERATION · 7.2 TELEOPERATION AND CAPTURE

Teleoperation and demonstration capture.

Humans teach the robot by doing the task through it

METHODS

How demonstrations are made

  • XR headsets: NVIDIA Isaac Teleop supports Meta Quest 3, PICO 4 Ultra and Apple Vision Pro, with CloudXR streaming.
  • Leader-follower arms, gloves and handheld grippers.
  • NVIDIA supplies the software; the headsets are standard consumer devices.
VOLUME

How much is enough

  • NVIDIA GR00T guidance: about 100 to 500 good episodes for a fine task.
  • Harder tasks and new bodies need far more.
  • Quality matters: failed or sloppy demos teach failure.
RESCUE

Teleoperation as a safety net

  • A remote operator steps in when the robot stalls.
  • Each rescue is recorded and becomes training data.
  • Operators per robot is a key cost figure and should fall over time.

The same people and tools that rescue the robot also teach it. Data capture and operations are one workflow.

7 DATA AND TELEOPERATION · 7.3 DATA OPERATIONS AND EVALUATION

Data operations and measuring performance.

What to record, how to store it and what to measure

PIPELINE

From shift to training set

  • Record sensor streams, actions and outcomes.
  • Keep failures and stuck moments. Not every second of video needs to flow back.
  • Store in object storage such as S3, version, label and curate.
LOOP

Fine-tune and redeploy

  • Fine-tune on SageMaker or similar.
  • Push improved weights to the robot overnight.
  • Keep the raw data: a redesign can be retrained from it rather than from zero.
METRICS

What to measure

  • Task success rate and share finished without a human rescue.
  • Interventions per hour and mean time between failures.
  • Cost per robot-hour and payback against a human worker.

Report rescue rate and operators per robot from the first pilot week. They show real progress better than any demo.

7 DATA AND TELEOPERATION · 7.4 WHO OWNS THE DATA

Who learns from whom.

Large enterprises will not send proprietary operating data to a robot maker. The answer is base plus local models.

QuestionEmerging answerEvidence
Does customer data train the maker's base model?Not without opt-inAmazon Bedrock states customer content is not used to train base models; fine-tuning makes a private copy
Where does the pipeline run?In the customer's cloud account for large enterprisesLarge retailers are expected to insist on owning their operating data
What does the vendor ship?Improved base models from its own and consenting sourcesEach customer re-applies a thin local fine-tune
Who profits from data?Whoever holds consented dataNVIDIA and LG announced an AI factory and an LG robot data factory in June 2026. Makers with their own plants, such as Tesla, collect robot data in-house
What is the overhead?The re-tuning step per siteA service opportunity for integrators

Data is both an asset and a liability. Opt-in, discount and sharing terms must be explicit in every contract.

Chapter 8

Deployment, fleets and safety

The deployment path, fleet operations, safety standards, security and compliance.

8 DEPLOYMENT, FLEETS AND SAFETY · 8.1 THE DEPLOYMENT PATH

The deployment path: staging first.

Before a robot works live, it runs bounded and supervised

1

Survey and twin

Map the site. Build a digital twin. Pick one scope, one site, one metric.

2

Stage off-hours

Run in a bounded area while a remote operator steps in on failures.

3

Supervised shifts

Staff nearby. Track rescue rate and cycle time.

4

Add daytime hours

Expand only as confidence is earned.

5

Autonomous operation

Exceptions go to remote operators. Fleet monitoring on.

6

Improve

Fine-tune, update, repeat.

Confidence is earned shift by shift. Skipping staging is the most common reason a pilot fails.

Each rescue is recorded and used to fine-tune the model. The robot you stage is not the robot you run six months later.

8 DEPLOYMENT, FLEETS AND SAFETY · 8.2 FLEET OPERATIONS

Fleet operations.

Running many robots is its own discipline

COORDINATION

Many robots, many vendors

  • Open-RMF coordinates traffic and tasks across robots from different makers.
  • OpenRobOps (InOrbit, released September 2026, Apache 2.0) is an open fleet manager with the first reference implementation of ISO 21423.
  • Vendor consoles still dominate.
PEOPLE

Remote operators

  • An operator answers help requests from a queue.
  • The ratio of operators to robots drives cost.
  • Staffing and shift planning matter as much as software.
LIFECYCLE

Updates and uptime

  • Over-the-air updates for software and models, with rollback.
  • Spare parts, battery swaps and repair turnaround.
  • Monitoring flags drift before a failure.

A fleet of driverless pallet stackers

Photo: Carmenter, CC BY-SA 4.0

Updates and uptime

Uptime, not autonomy, is what a customer pays for. Fleet operations is where most of the cost hides.

8 DEPLOYMENT, FLEETS AND SAFETY · 8.3 SAFETY STANDARDS

The safety standards landscape.

Rules for industrial robots are mature. Rules for humanoids and legged machines are being written.

Standard or ruleCoversStatus and relevance
ISO 10218-1 and -2 (2025 edition)Safety of industrial robots and robot applicationsReissued in 2025; collaborative operation guidance is folded in
ISO 25785-1Industrial mobile robots with actively controlled stability, such as legged and humanoidCommittee draft; the key gap for humanoid deployment
ISO 13482Personal care robotsIn force; relevant to service and consumer robots
ISO 3691-4Driverless industrial trucksIn force; relevant to autonomous mobile robots
ISO 21423Communication between industrial mobile robots and fleet managersAt the final ISO publication stage; OpenRobOps is an early reference implementation
EU Machinery Regulation 2023/1230Machinery placed on the EU market, including AI-based safetyApplies from 20 January 2027
EU AI ActAI systems by risk classPhasing in; high-risk rules for AI in machinery apply from Aug 2028 (2026 amendment)

Check which standard applies to the exact machine and site. For humanoids, expect risk assessments rather than a ready checklist.

8 DEPLOYMENT, FLEETS AND SAFETY · 8.4 SECURITY AND COMPLIANCE

Security, privacy and liability.

A robot is a networked, camera-carrying machine that moves

CYBER

Software you must patch

  • The EU Cyber Resilience Act phases in obligations from 2026, with main duties in 2027.
  • Plan for secure boot, signed updates and vulnerability reporting.
  • A hacked robot is a physical risk.
PRIVACY

Cameras on the floor

  • Robots record workers and customers.
  • Consent, retention and masking rules vary by region.
  • Opt-in data sharing needs clear contract language.
LIABILITY

Insurance and responsibility

  • Who is liable when a robot causes harm: maker, integrator or operator.
  • Insurers ask for safety evidence and incident logs.
  • The insurance position is a diligence question.

Security and liability are part of the product. Customers will ask for both in the first meeting.

Chapter 9

Market and economics

Who is in the stack, prices and business models, why there are so many robot companies, open problems, questions that test a robot company.

9 MARKET AND ECONOMICS · 9.1 WHO IS IN THE STACK

Who is in the stack.

Examples by layer, from public reports. Not an endorsement or a ranking.

LayerExamplesNote
Chips and platformsNVIDIA (Jetson, Isaac, Cosmos, GR00T), AWSNVIDIA builds CUDA, Omniverse, Isaac and Jetson, and backs OpenUSD
Humanoid makersBoston Dynamics (Hyundai), Agility Robotics, Figure, Tesla, 1X, Apptronik, UnitreeAbout 13,000 humanoids shipped worldwide in 2025 (Omdia)
Foundation modelsNVIDIA GR00T, Physical Intelligence, Google DeepMind, FigureMix of open and closed
ComponentsHyundai Mobis (Atlas actuators), drive and sensor makersBought-in parts dominate cost
Design and simulation partnersPTC, Cadence, Siemens, AutodeskPlug into the NVIDIA stack rather than rebuild it
Customers and pilotsGXO, Toyota Canada, HyundaiToyota Canada leases seven Agility Digits (Feb 2026)

Few players own more than two layers. Most companies are integrators of a shared stack.

9 MARKET AND ECONOMICS · 9.2 PRICES AND BUSINESS MODELS

Prices and business models.

Robots-as-a-Service is the default entry model. Typical ballpark values from public sources, not quotes.

$50–60Kyearly cost of a U.S. warehouse worker (analyst estimate)
$4,999Jetson T5000 (Thor) module, lots of 1,000+, Jul 2026 list price
$8,500per Digit per month, illustrative figure in Agility's 2026 merger filing
OfferingReported priceBasis
Industrial humanoid$3,000 to $6,000 per monthIndustry benchmarks; Toyota Canada leases seven Digits
Humanoid, flat monthly$2,500 to $8,000 per monthDepends on platform and term
Humanoid, hourly$10 to $30 per operating hourCost can exceed ownership at high use
Warehouse mobile robot (Brightpick)$1,900 to $2,200 per month per robotIncludes servicing
Consumer humanoid (1X NEO)About $499 per monthVendor-stated
Agility filing illustrationAbout $8,500 per month per robotVendor estimate, not a signed price. RaaS carries support, operators, replacement and insurance

Large enterprises that want to own their data tend to buy and host in their own cloud account instead of subscribing.

9 MARKET AND ECONOMICS · 9.3 WHY THERE ARE SO MANY ROBOT COMPANIES

Why so many robot companies when the stack is shared.

The infrastructure layer is commoditizing. These four things still differentiate.

1

Mechanics

  • The 2026 Atlas has 56 degrees of freedom, 360-degree joints and no fragile wiring in moving joints.
  • Its 2026 run is committed to Hyundai and Google DeepMind.

2

Data and the model

Tesla's fleet and LG's data factory are bets that proprietary real-world data is the moat.

3

Customer integration

Vertical ties shorten the path to revenue: Boston Dynamics with Hyundai, Agility with Toyota and GXO.

4

Service, safety, uptime

  • Often the least glamorous and hardest part.
  • It decides whether a pilot becomes production.

A startup with none of these four is a thin wrapper on the same stack.

9 MARKET AND ECONOMICS · 9.3 WHY THERE ARE SO MANY ROBOT COMPANIES

Why NVIDIA leads, in one picture.

Atomgigs synopsis from public information

SILICON

GPUs and Jetson

  • Access to GPUs for training.
  • Jetson chip runs the result on the robot.
SOFTWARE

CUDA, Omniverse, OpenUSD

  • Real-time graphics and physics heritage.
  • Isaac Sim, Isaac Lab, Isaac ROS, GR00T and Cosmos sit on it.
ECOSYSTEM

Partners plug in

  • PTC, Cadence, Siemens and AWS connect to the stack rather than rebuild it.
  • Newton physics is shared with Google DeepMind and Disney Research.

Beyond GPU access, NVIDIA supplies most of the chain from simulation to the chip on the robot.

9 MARKET AND ECONOMICS · 9.4 OPEN PROBLEMS

Open problems that decide the next five years.

None has a settled answer. Each is a place for engineering, research and consulting effort.

01

Dexterous hands

Reliable, affordable hands with touch.

02

Reliability on the long tail

Rare events dominate real shifts.

03

Contact-rich sim-to-real

Friction, soft and slippery objects.

04

Data at scale

Real demonstrations are costly and scarce.

05

Safety certification

Standards for legged and humanoid robots.

06

Unit economics

GXO: 45 humanoid pilots, none paid back yet.

07

Operator ratios

Fewer humans per robot over time.

08

Energy and uptime

Runtime, charging and heat.

Progress on any of these changes pilot economics quickly. Watch them, not the demos.

9 MARKET AND ECONOMICS · 9.5 QUESTIONS THAT TEST A ROBOT COMPANY

Nine questions that test a robot company.

A short diligence list for investors and buyers

01

What is not the standard stack?

Actuators, hands, model or data that the company builds itself.

02

Rescue rate today

Share of tasks finished without a human rescue.

03

Real versus simulated hours

Demonstration hours held in each.

04

Who owns data and weights?

Can it run in the customer's own cloud account?

05

Operators per robot

Is the ratio falling?

06

Cost per robot-hour

All-in, and payback against a human worker.

07

Last pilot failure

Was it a sim-to-real problem?

08

Redesign impact

What must be retrained if hardware changes?

09

Safety and insurance

Certification and insurance position.

These nine questions separate companies with substance from thin wrappers on the shared stack.

Chapter 10

Atomgigs in the physical AI stack and outlook

Where Atomgigs sits, consulting, pilot, production, outlook and watch list, takeaways and go deeper.

10 ATOMGIGS IN THE PHYSICAL AI STACK AND OUTLOOK · 10.1 WHERE ATOMGIGS SITS

Where Atomgigs sits across the seven layers.

Atomgigs is a Mavengigs venture. Humans in the lead, physical AI in the loop.

LayerAtomgigs roleHow it shows up
Body and sensingAdvise on fit, not buildHelp makers position machines and help buyers choose the right form factor
Compute and controlAdviseTechnical diligence on platform choices and integration risk
ModelsAdviseAssess model supplier, fine-tune plan and data rights
Simulation and dataReal-site data and task captureSite task data for physical AI labs, who pay for it. Buyers get a discount
Deployment and operationsPilots and managed crewsOne scope, one site, one metric, then production
Safety, security, complianceSite readinessStandards check, consent, insurance and contract terms

Atomgigs works where the stack meets a real site: diligence before, execution during, data after.

10 ATOMGIGS IN THE PHYSICAL AI STACK AND OUTLOOK · 10.2 CONSULTING, PILOT, PRODUCTION

Consulting, then pilot, then production.

The path every engagement follows, with a decision at each step

1

Consulting engagement

  • Map the stack for the client and test it with the nine diligence questions.
  • Check site readiness: power, network, safety, people.
  • Review the maker, the model supplier and data rights.
  • Pick one scope, one site, one metric.
2

Short pilot

  • Usually 4 to 8 weeks: off-hours staging, then supervised shifts.
  • Track rescue rate, cycle time and cost per robot-hour.
  • A small senior pod runs the site, with a named human manager for every robot.
  • No capital outlay for machines.
3

Production

  • Managed crew, outcome-based or advisory terms.
  • Data loop and fleet operations in place.
  • Remote operators and spare parts on call.
  • Scale up as results are proven.

Pay for capacity and outcomes, with no capital outlay for machines and no long-term headcount.

10 ATOMGIGS IN THE PHYSICAL AI STACK AND OUTLOOK · 10.3 OUTLOOK AND WATCH LIST

Outlook and watch list.

What to track over the next 12 to 24 months

RULES

Safety and law

  • EU Machinery Regulation applies 20 January 2027.
  • ISO 25785-1 progress for legged and humanoid robots.
  • Cyber Resilience Act obligations phase in.
TECHNOLOGY

Models and data

  • Newer VLA and world models, open and closed.
  • Cheaper edge compute.
  • Progress on hands and touch.
  • Larger consented data sets.
BUSINESS

Proof of ROI

  • Do pilots convert to production at GXO and others?
  • Does RaaS pricing hold?
  • Do operator ratios fall?
  • Who owns the data?

The leading indicators are rescue rate, operator ratio and cost per robot-hour.

10 ATOMGIGS IN THE PHYSICAL AI STACK AND OUTLOOK · 10.4 TAKEAWAYS AND GO DEEPER

Ten things to remember about physical AI technology.

The essentials of the primer on one page.

01

A robot is a stack

Seven layers from body to fleet operations. Few companies own more than two of them.

02

Three loops, three speeds

AI brain at about 10 to 30 Hz, whole-body control at hundreds, motor loops at thousands of Hz.

03

The plumbing is shared

ROS 2, EtherCAT and NVIDIA's Isaac tools are common. Makers differ on mechanics, data and model.

04

Hands and power limit the shift

Dexterous hands, battery runtime and heat decide real work more than any demo.

05

VLA models are the new brain

Images and words in, actions out. Open (GR00T, π0) and closed (Gemini Robotics, Helix) families.

06

Simulation trains, the site finishes

Domain randomization narrows the gap. Contact-rich tasks still need real data and staging.

07

Real data is the moat

Teleoperated demonstrations and rescues on the target robot are scarce and decisive.

08

Data rights shape the contract

A base model plus a thin local fine-tune, run in the customer's own cloud where needed.

09

Safety sits below the AI

Certified stops and limits guard the model. Humanoid standards such as ISO 25785-1 are still in draft.

10

The business is service

Uptime, rescue rate, operators per robot and cost per robot-hour decide returns.

10 ATOMGIGS IN THE PHYSICAL AI STACK AND OUTLOOK · 10.4 TAKEAWAYS AND GO DEEPER

Go deeper in the other primers.

Where each topic is covered in full. Every primer is free to read on atomgigs.com.

TopicPrimerAddress
Every robot type, its makers and proof of usePrimer 01 Roboticsatomgigs.com/robots
Drones, VTOL, IoT, sensors and controlsPrimer 02 OEMs, Drones and VTOLatomgigs.com/oems
The people who run, repair and supervise machinesPrimer 03 Talentatomgigs.com/talent
Financing, insurance, platforms and standardsPrimer 05 Enablersatomgigs.com/enablers
Robots in data center construction and operationsPrimer 07 Data Centersatomgigs.com/data-center
Robots in factories, warehouses and logisticsPrimer 08 Manufacturing and Logisticsatomgigs.com/manufacturing
Training data for robots, captured on real sitesPrimer 12 Physical AI Labsatomgigs.com/labs

Each primer stands alone. Start with the one closest to your site, your machines or your role.

Appendix A

About us and notes

The primers, Atomgigs, Mavengigs, Monty Pandey, notes.

A APPENDIX: ABOUT US AND NOTES · A.1 THE PRIMERS

The primers, one address each

Every primer is readable on atomgigs.com or in presentation mode.

#PrimerAddressWhat it promises
00Value Propositionatomgigs.comWhy Atomgigs, and how it works.
01Roboticsatomgigs.com/robotsEvery robot type, for every application.
02OEMs, Drones and VTOLatomgigs.com/oemsEverything that helps people work in the physical world, other than robots.
03Talentatomgigs.com/talentThe experts who work alongside physical AI.
04Investorsatomgigs.com/investorsWhere physical AI capital is going, and how to find and track deals.
05Enablersatomgigs.com/enablersThe organizations that pay for, insure, run and approve machines at work.
06Channel Partnersatomgigs.com/channel-partnersWinning and delivering projects with physical AI.
07Data Centersatomgigs.com/data-centerHow data centers are built, run and paid for, and who buys them.
08Manufacturing and Logisticsatomgigs.com/manufacturingHow goods are made, stored and moved.
09Construction and Infrastructureatomgigs.com/constructionHow we build and run the physical world.
10Public Safety and Defenseatomgigs.com/public-safetyExtending public safety and defense teams with machines. No weapons.
11Commercial Servicesatomgigs.com/commercialWhere robots, drones and automation work in service businesses.
12Physical AI Labsatomgigs.com/labsPhysical AI data for training robots, only with customer approval.
13Physical AI Technologyatomgigs.com/technologyThe stack behind robots, from silicon to fleet.
A APPENDIX: ABOUT US AND NOTES · A.2 ATOMGIGS

Atomgigs: Physical AI Delivered as Jobs Done

Machines and people as one hybrid workforce, to scale up what you build and run. Primers hold the details.

What Atomgigs is

  • Robots, drones, VTOL, IoT and automation, with people, as one hybrid workforce.
  • Humans in the lead, physical AI in the loop.
  • Not a machine builder: it sources from makers, then staffs, integrates, deploys and operates.

The sources

  • Robots: every robot type, profiled in depth.
  • Everything other than robots: drones, VTOL, IoT and automation, from many makers.
  • The humans: role families across the trades, engineering and safety, every person a contractor.

Who we work with

  • Investors: consulting before and after the deal.
  • Enablers: financiers, insurers, platforms and regulators behind every deal.
  • Channel partners: engineering, design, MEP and construction firms.

Buyer groups

  • Data centers
  • Manufacturing and logistics
  • Construction and infrastructure
  • Public safety and defense (no weapons)
  • Commercial services
  • Physical AI labs

How it works

  • Consulting engagement, then a short pilot, then production.
  • One scope, one site, one metric in the pilot.
  • A small senior pod runs every site, with a named human manager for every robot.

How we are paid

  • Pilot, managed crew, outcome-based or advisory.
  • No capital outlay for machines and no long-term headcount.
  • Pay for capacity and outcomes; scale up as results are proven.

Atomgigs is a Mavengigs venture. Atomgigs is a division of Panvisage Inc.

A APPENDIX: ABOUT US AND NOTES · A.3 MAVENGIGS

Mavengigs: the Scale Up Guys

Consulting, Capital and Ventures.

$20B+M&A deal value
30+Years consulting
50+Companies scaled
$100M+Business impact

Mavengigs Consulting

  • Strategic M&A, transformation and optimization
  • Focused on the part of M&A that begins after everyone shakes hands
  • Built for PE-backed and Fortune 500 teams

Mavengigs Capital

  • An independent sponsor platform
  • Family office strategy and management

Mavengigs Ventures

  • Funding and mentorship for founders we back
  • Panmedical: digital health in India, run as CEO
  • Atomgigs, Mavens Life and Mavens Health

Mavengigs is a division of Panvisage Inc.

A APPENDIX: ABOUT US AND NOTES · A.4 MONTY PANDEY

Monty Pandey: Founder and CEO

Founder, CEO and driving force behind Atomgigs

Monty Pandey: Founder and CEO

Career and experience

  • 30+ years of management consulting: managed major M&A deals totaling $20 billion; scaled 50+ companies for $100 million of impact
  • Deep expertise in M&A consulting, including integrations and divestitures
  • 2018 to present: Mavengigs: Consulting, Capital and Ventures
  • 2004 to present: Founded Panvisage, CEO for 22 years
  • 2024 to present: Panmedical CEO (digital health)
  • 1998 to 2004: Oracle, led 14 enterprise programs
  • 1994 to 1996: Rolled out nationwide cell networks
  • 1992 to 1994: Car and truck design (CAD, CAM, CIM)
  • 1991: B.E. Electrical and Electronics Engineering
  • 1989 to 1991: Designed robots, AGVs and manufacturing transfer lines
  • Data centers: built one from scratch in 2000; data center migration in 2008; Equinix in 2020
  • E&C companies: WSP, Jacobs, Worley, Halliburton, Fluor, Brown & Root
  • Managed the buildout of a manufacturing plant and a distribution center

Monty Pandey

  • Founder and CEO, Atomgigs
  • Founder and CEO, Mavengigs
  • Co-founder and CEO, Panmedical
Selected transactionsValueRole
GE Appliances / Haier$5.6BReadied for sale
Jacobs / CH2M / Worley$3.3BIntegration, Divestiture
ITW Signode / Carlyle$3.2BCarve-out, then sale
AMLI / Morgan Stanley$2.1BTake-private
Fortune Brands / ACCO / GBC$2BDivestiture, Integration
Equinix / Packet$335MIntegration
A APPENDIX: ABOUT US AND NOTES · A.5 NOTES

Notes on use

Three things to keep in mind when reading this deck.

Not investment advice

Atomgigs provides consulting. We are not an investment advisor, so you make your own decisions on investments.

Products belong to their owners

Company, product and robot names, logos and photos are used as examples and belong to their owners. This deck is for information only and is not a contract or an offer.

About the numbers

Numbers come from publicly available sources and are the latest available at publication. Costs, prices and returns are typical ballpark values, not quotes; they will be updated for your specific engagement.

Appendix B

Glossary and sources

Glossary a–p, glossary p–w, sources.

B APPENDIX: GLOSSARY AND SOURCES · B.1 GLOSSARY A–P

Glossary of key terms (A–P).

Plain-English definitions of the terms used in this primer.

TermMeaning
Actuator / servoMotor, gearing and drive that move one joint
Degrees of freedom (DoF)Independent joint motions; the 2026 Atlas has 56
Digital twinA physics-accurate virtual copy of a robot or site, used to test before building or acting
Domain randomizationVarying simulated conditions so a policy survives real-world differences
Edge inferenceRunning the AI on the robot, not in the cloud
EmbodimentA specific robot body; models may be cross-embodiment or tied to one
Imitation learningTraining a policy from recorded human demonstrations
MPCModel-predictive control: optimizes motion over a short future window
OTA updateOver-the-air update of robot software or model weights
Physical AIAI that perceives and acts on the physical world: robots, drones, vehicles, smart machines
B APPENDIX: GLOSSARY AND SOURCES · B.1 GLOSSARY P–W

Glossary of key terms (P–W).

Plain-English definitions of the terms used in this primer.

TermMeaning
PolicyThe trained network that maps sensor input to actions
RaaSRobots-as-a-Service: a monthly or hourly fee instead of a purchase
Reinforcement learning (RL)Learning by trial and reward, usually in simulation
Sim-to-real gapLost performance when a policy trained in simulation meets the real world
SLAMSimultaneous localization and mapping: where the robot is and what is around it
Staging / shadow periodSupervised live trial before full autonomous operation
TeleoperationA human remotely controls the robot, generating demonstrations and rescues
URDF / USD (OpenUSD)File formats describing a robot's links and joints (URDF) and full 3D scenes (USD)
VLA modelVision-language-action model: images and an instruction in, robot actions out
World foundation modelA large model of how scenes evolve, used to generate data or predict outcomes (Cosmos)
B APPENDIX: GLOSSARY AND SOURCES · B.2 SOURCES

Main sources.

Figures are drawn from the public sources below, as of November 2026 unless stated.

  • NVIDIA newsroom, blogs and developer docs: Jetson Thor, Isaac Sim, Isaac Lab, Isaac ROS, Isaac Teleop, GR00T N1.7, Cosmos 3 (June 2026), Newton
  • NVIDIA Jetson price changes, July 2026 (NVIDIA developer FAQ, as reported by CNX Software)
  • AWS: Physical AI Toolchain (Oct 2026), Amazon Bedrock data privacy, Strands Agents and Strands Robots
  • Boston Dynamics and Hyundai: production Atlas (CES 2026)
  • Physical Intelligence (openpi), Google DeepMind (Gemini Robotics 2), Figure (Helix), OpenVLA
  • Open Robotics: ROS 2, Gazebo and Open-RMF documentation; Google DeepMind: MuJoCo
  • GXO Logistics, Q2 2026 earnings call (Aug 2026); Agility Robotics and Toyota Motor Manufacturing Canada (Feb 2026); Agility merger filing (2026)
  • InOrbit: OpenRobOps release (Sept 2026)
  • ISO 10218-1 and -2:2025, ISO/CD 25785-1, ISO 13482, ISO 3691-4, ISO 21423; Regulation (EU) 2023/1230; EU AI Act and its 2026 amendment; EU Cyber Resilience Act
  • Omdia humanoid shipments, 2025 (Jan 2026)
  • AMI Labs funding (Mar 2026); NVIDIA and LG Group AI factory (June 2026)
  • Robots-as-a-Service pricing: vendor pages (Brightpick, 1X) and industry benchmarks
Start a pilot

Have a project that needs hands and machines?

Tell us about the site, the scope and the schedule. We will come back with a pilot proposal.