{"title":"Boston Dynamics vs Spirit AI: General-purpose compared","url":"https://www.frontiertechintelligence.com/compare/boston-dynamics-vs-spirit-ai","comparison":"Boston Dynamics ranks 6 on the Humanoids 100 with a score of 87; Spirit AI ranks 41 with 66. Boston Dynamics is ahead on deployment, technology, positioning, firepower and leverage. Level on production, commercials and progress. Boston Dynamics is based in Waltham, United States, Spirit AI in China. Boston Dynamics is named in 325 signals and Spirit AI in 26.","companies":[{"name":"Boston Dynamics","url":"https://www.frontiertechintelligence.com/companies/boston-dynamics","city":"Waltham","country":"United States","stage":null,"founded":null,"last_round":null,"positioning":"Boston Dynamics (Hyundai-owned) makes Spot (1,500+ across 40+ countries) and Stretch (at DHL, Maersk, H&M, and others), with about $130M in 2025 revenue across the two, and began Atlas humanoid production in January 2026. All of 2026 Atlas production is committed to just two customers, Hyundai RMAC and Google DeepMind (third-party pilots from 2027), and Hyundai Mobis will supply next-gen Atlas actuators as part of a Hyundai group plan to deploy tens of thousands of robots. Hyundai became sole owner in July 2026 ($325M for SoftBank's 9.65%, ~$3.3B implied), and CEO Robert Playter retired in February 2026, leaving a leadership gap analysts have flagged.","assessed_in":{"domain":"Humanoids","list":"Humanoids 100","rank":6,"score":87,"tier":"member","scores":{"gate_ne":["firepower"],"leverage":8,"position":10,"progress":9,"firepower":10,"commercial":4,"deployment":8,"production":6,"technology":10},"why":"Boston Dynamics is developing Atlas as a general-purpose humanoid for industrial deployment, including automotive production lines and Hyundai manufacturing facilities.","segment":"General-purpose","layer":"Systems"},"signals_total":325,"facts_total":105},{"name":"Spirit AI","url":"https://www.frontiertechintelligence.com/companies/spirit-ai","city":null,"country":"China","stage":null,"founded":null,"last_round":null,"positioning":"Spirit AI (Hangzhou, also known as Qianxun) makes the Xiaomo (Moz) humanoid, which is in regular production operation at CATL's Luoyang plant doing high-precision battery-connector insertion and end-of-line testing at skilled-worker pace, a task-focused design that deliberately avoids complex five-finger hands. It is CATL-affiliated (Borui Capital, a CATL co-founder, backs it), raised ~RMB 1.3B/$185M across three rounds since 2024, and represents the deepest verified single-customer humanoid deployment in China outside auto plants. That single-customer concentration is the whole story so far.","assessed_in":{"domain":"Humanoids","list":"Humanoids 100","rank":41,"score":66,"tier":"member","scores":{"gate_ne":["firepower"],"leverage":6,"position":6,"progress":9,"firepower":6,"commercial":4,"deployment":6,"production":6,"technology":8},"why":"Spirit AI develops Moz humanoid robots and has deployed a fleet at CATL’s battery facility, where the robots perform industrial connector-insertion and testing work.","segment":"General-purpose","layer":"Systems"},"signals_total":26,"facts_total":16}],"note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}