Physical AI Agents

Agents that move, lift and fly in shared space.

Physical agents now run at commercial scale on roads, factory floors and in the air, and China leads in industrial robots installed and humanoids shipped. Most physical agents still operate under exemptions, waivers or general machinery law rather than rules written for them.

Physical agents at scale: Industrial robots in operation, 4.66M robots; Waymo paid robotaxi rides, 500,000+ rides a week; Humanoids shipped, ~13,000 units, 2025; Zipline drone deliveries, 2M+ deliveries; Kodiak driverless trucks, 35 trucks; Amazon fleet under DeepFleet, 1M robots PHYSICAL AGENTS AT SCALE 4.66M ROBOTS Industrial robots in operation 500,000+ RIDES A WEEK Waymo paid robotaxi rides ~13,000 UNITS, 2025 Humanoids shipped 2M+ DELIVERIES Zipline drone deliveries 35 TRUCKS Kodiak driverless trucks 1M ROBOTS Amazon fleet under DeepFleet
Agent types
6
Flagship deployments
17
Registry incidents
7
Robots installed in China, 2024
295,000

Agent types

Six physical agent types, each with flagship deployments

Physical agent types
Agent typeWhere it operatesFlagship deploymentsRegistry incidents
Robotaxis and autonomous vehiclesPublic roadsWaymo One, Apollo Go, Tesla Robotaxi6
Humanoid robotsFactories, warehouses, early homesFigure 02 at BMW Spartanburg, UBTech Walker S2, Agility Digit at GXO0
Industrial robots and cobotsFactory floorsHyundai Metaplant America, Xiaomi Changping smart factory1
Autonomous trucksHighways, ports, oil fieldsAurora Driver, Kodiak Driver at Atlas Energy, Pony.ai Robotruck0
DronesLow-altitude airspaceZipline, Meituan Drone (Keeta Drone), Amazon Prime Air MK300
Fleets and swarmsWarehouses, cities, battlefieldsAmazon Robotics with DeepFleet, EHang drone show system, DAWG (successor to Replicator)0

Attack surface

Command and control rates very significant or critical for five of six physical agent types

Attack surface heat map: 6 agent types rated on ten dimensions, from limited to critical. Darker cells are rated higher. PHYSICAL AGENTS: ATTACK SURFACE PHYSICAL ACCESS IDENTITY COMMAND AND CONTROL PERCEPTION CONNECTIVITY OTA UPDATES DATA CAPTURE INTEGRATIONS BEHAVIOR BOUNDARY MULTI-AGENT Robotaxis and autonomous vehicles Humanoid robots Industrial robots and cobots Autonomous trucks Drones Fleets and swarms Limited Moderate Significant Very significant Critical
Darker cells are rated higher. Select a type to see the ratings and reasons.

Deployments

17 flagship deployments, six of them in China

Flagship physical agent deployments
DeploymentAgent typeDeveloper / operatorScaleStatusControls declared
Waymo OneRobotaxis and autonomous vehiclesWaymo (Alphabet) / Waymo500,000+ paid rides a week; 4,000+ vehicles (Sep 2026)CommercialSoftware recall after school-bus passings; publishes crash-rate data
Apollo GoRobotaxis and autonomous vehiclesBaidu / Baidu; Dubai Taxi in DubaiAbout 1 million driverless rides in Q2 2026; 23 million+ cumulative (Jun 2026)Commercial; some Wuhan cars back to safety driversSafety drivers reinstated in parts of Wuhan
Tesla RobotaxiRobotaxis and autonomous vehiclesTeslaAbout 2.4 million paid miles (Jun 2026)CommercialSafety monitors in many cars
Figure 02 at BMW SpartanburgHumanoid robotsFigure AI / BMWPilot fleet; retired Nov 19, 2025 (Nov 2025)RetiredNot disclosed
UBTech Walker S2Humanoid robotsUBTech / Chinese automakers and factories1,079 sold in 2025 (2025)CommercialAutonomous battery swap keeps units on shift
Agility Digit at GXOHumanoid robotsAgility Robotics / GXO Logistics100,000+ totes moved (2025)Commercial (robots as a service)Fenced cell separated from workers
Hyundai Metaplant AmericaIndustrial robots and cobotsHyundai, Boston Dynamics and others / Hyundai Motor GroupAbout 850 robots (2025)OperatingNot disclosed
Xiaomi Changping smart factoryIndustrial robots and cobotsXiaomiLights-out phone line (2024)OperatingNot disclosed
Aurora DriverAutonomous trucksAurora Innovation / Aurora for Charger, Value Truck and Detmar500,000+ driverless miles; 20 to 25 trucks expected (Sep 2026)Commercial, scalingCab beacons; runs only in validated ODD; no hazmat
Kodiak Driver at Atlas EnergyAutonomous trucksKodiak AI / Atlas Energy35 driverless trucks (Jun 2026)CommercialReadiness measure at 91% before long-haul launch
Pony.ai RobotruckAutonomous trucksPony.ai / Pony.ai with China Merchants Port and SinotransCount not disclosed (Aug 2026)Commercial at port; platoons in testingLead-truck platoon design
ZiplineDronesZipline2 million+ deliveries; 125 million+ miles (Jan 2026)CommercialNot disclosed
Meituan Drone (Keeta Drone)DronesMeituan780,000+ orders on 70 routes (Dec 2025)CommercialFixed-route network
Amazon Prime Air MK30DronesAmazonHundreds of thousands of packages in 2026 (2026)CommercialNot disclosed
Amazon Robotics with DeepFleetFleets and swarmsAmazon1 million robots (Jul 2025)OperatingFleet-wide route coordination
EHang drone show systemFleets and swarmsEHang22,580 drones from one computer (Feb 2026)Record setOne central controller
DAWG (successor to Replicator)Fleets and swarmsUS DoD with Shield AI and others / US Department of Defense$54.6 billion FY2027 request (May 2026)Funding requestHuman judgment requirement

Incidents

Seven of the 19 registry incidents involve physical agents

Rules

Physical agents run mostly on exemptions and general machinery law

Rules across physical agents
RuleJurisdictionWhat it requiresStatus
FMCSA warning-device exemptionUS federalDriverless trucks: cab beacons, crash reports in five daysOct 7, 2026
California DMV AV regulationsCaliforniaRobotaxis and trucks: emergency geofence, remote operator licensingApr 28, 2026
MIIT, MPS and MOT ICV supervision measuresChinaTighter road-test supervisionApr 14, 2026
FAA Part 108US federalBeyond-line-of-sight drone operationsPending
EU Machinery Regulation 2023/1230EUMachinery with self-evolving behaviorJan 20, 2027
DoD Directive 3000.09US militaryHuman judgment over autonomous weaponsIn force

Status colors: green in force, blue voluntary standard or framework, amber adopted and phasing in, gray draft or pending, red withdrawn.

Record

Page Record

Agent class
Physical
Datasets
ai_deployments.csv (17 flagship rows); ai_attack_surface.csv (60 rows); ai_incidents.csv (7 linked)
Sources
Listed on each agent type page
Last verified
October 2026