Skild AI says its robot-brain software has passed $100 million in yearly revenue pace

On 10 September 2026, Skild AI, which makes a general-purpose robot brain, said in a company blog post that it has crossed $100 million in annual recurring revenue ten months after its first commercial deployment, with 60+ paying customers. Skild said $50 million has already been recognized since deployments began. It said mobility is 10% of revenue, including 4% from AMR products from its Zebra/Fetch Robotics acquisition, and the remaining ~90% comes mainly from manipulation tasks. Skild also says it is deploying its robot brain with NVIDIA and Foxconn to assemble NVIDIA Blackwell systems, is working towards a deployment at Sumitomo Wiring Systems and is piloting with Mitsui & Co. We file this because it is a company-confirmed revenue figure. How we read it: paying customers exist, but the figures are Skild's own, with no audit or outside check given, and the revenue figure is a yearly pace measure and part of it comes from an acquired business. What would change this: customers leaving or new figures. Why it matters to you: robot brains are starting to earn real money in factories and warehouses.