1、EMERGING TECH RESEARCHRobotics&Physical AI VC TrendsVC activity across the robotics&physical AI ecosystemQ12026REPORT PREVIEWThe full report is available through the PitchBook Platform.CONFIDENTIAL.NOT FOR REDISTRIBUTION.Q1 2026 ROBOTICS&PHYSICAL AI VC TRENDS2ContentsInstitutional Research GroupAli
2、Javaheri Senior Research Analyst,Emerging Spaces Caleb Wilkins Data APublished on June 17,2026Robotics landscape 3Quarterly analysis 4Key takeaways 4VC activity 5Physical AI themes 6Macro and industry backdrop 8Deployment and demand signals 10Exits 11Conclusions 12Robotics&physical AI VC deal summar
3、y 40References 41CONFIDENTIAL.NOT FOR REDISTRIBUTION.Q1 2026 ROBOTICS&PHYSICAL AI VC TRENDS3Robotics landscape For the complete Robotics taxonomy and company list,click here to see the market map on the PitchBook Platform.Industrial roboticsLogistics&warehousingMedicine&healthcareAgriculture&foodCon
4、sumer roboticsDefense&securityHardware&componentsSoftware&AICONFIDENTIAL.NOT FOR REDISTRIBUTION.Q1 2026 ROBOTICS&PHYSICAL AI VC TRENDS4Quarterly analysisKey takeawaysQ1 2026 marked a structural break in robotics financing:Robotics&physical AI startups raised$16.3 billion across 492 deals,the stronge
5、st single quarter on record by both measures,up 154%QoQ and 256%YoY.Three rounds(Shield AI at$1.5 billion,Saronic at$1.8 billion,Neura Robotics at$1.8 billion)account for roughly$5 billion of the value total.Strip those and the underlying quarter is approximately$11.3 billion,still the highest ex-ou
6、tlier figure in the dataset.However,the break is not the headline figure.It is that three independent shifts moved in the same direction at once:The US military institutionalized permanent marketplace procurement,the software layer repriced through market-clearing transactions,and the exit market op
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