Humanoid claims 34,000 preorders for wheeled HMND 01

London robotics company Humanoid says it has secured more than 34,000 nonbinding preorders for its wheeled HMND 01 industrial robot, representing approximately $2.4 billion in its commercial pipeline. Founder and CEO Artem Sokolov confirmed the figures in an interview with Forbes, while explicitly acknowledging that the reservations are not committed orders.

The distinction is central to assessing the claim. A pipeline of nonbinding reservations is evidence of customer interest, not recognized revenue or a firm production backlog. Humanoid now has to convert pilot programs into purchase contracts while demonstrating that its robots can operate reliably across multiple facilities.

“While these are not committed orders, they are strong indicators of customer interest and reflect the strongest pipeline in the market at this stage of development.”Artem Sokolov, founder and CEO of Humanoid

A wheeled platform leads the commercial plan

Humanoid is prioritizing the wheeled version of HMND 01, which combines a torso, head and two arms with a mobile wheel base. The company argues that this configuration can address roughly 90% of industrial use cases without the expense and reliability challenges of bipedal locomotion.

Current Alpha units handle a total payload of about 10 kilograms, split evenly between the arms. The Beta model, scheduled for Q4 2026, is intended to double that capacity. Humanoid built the wheeled platform in seven months and a bipedal version in five months, according to Forbes.

The company also claims that some tasks trained with its KinetIQ Ascend reinforcement learning system run at approximately 1.5 times human speed, with success rates as high as 99%. Those figures apply to selected tasks and were supplied by Humanoid. The article does not provide an independent benchmark, task protocol or sustained fleet performance data.

Bosch and Schaeffler underpin the scale plan

Humanoid plans to rely on contract manufacturers rather than build robots internally at scale. Robert Bosch Robotics GmbH is its European manufacturing partner, providing production engineering and supply chain support. Humanoid expects Bosch to manufacture several hundred robots in 2027.

Schaeffler occupies several roles in the program. It is an investor, an actuator supplier and Humanoid’s largest publicly announced customer. The companies have an agreement targeting deployment of a four digit number of wheeled robots across Schaeffler facilities by 2032. Humanoid has also conducted pilots with Bosch, Siemens, SAP and Ford, according to Forbes.

The company supports direct purchases and Robot as a Service contracts, with a stated target of roughly one year for customer payback. Its service offering is expected to include deployment support and remote teleoperators who can intervene when required.

Humanoid raised a $152 million Series A in July 2026 at a $1.35 billion post money valuation, bringing its total funding to about $270 million. It now employs more than 250 people and is targeting production of 150,000 robots in 2030 through multiple manufacturing partners. That target is exceptionally aggressive relative to the several hundred units planned for 2027. Contract conversion, field reliability and manufacturing yield will determine whether the reported pipeline supports anything close to that ramp.

Source: Forbes