Agility Robotics plants its flag in Tesla’s backyard

Agility Robotics is opening a 60,000-square-foot facility in Fremont, close to Tesla’s expected Optimus manufacturing site. Unlike many humanoid robot rivals, Agility says its Digit robots are already producing revenue in warehouse and manufacturing deployments, with $300 million in contract orders.

The move sharpens competition in the emerging humanoid robotics market, where Tesla brings scale and capital while Agility emphasizes real-world deployment experience. Agility’s planned public-market debut could test investor appetite for commercial humanoids beyond AI-driven prototypes and long-term promises.