Physical AI Daily - August 24, 2026

XPENG's robotics business raises more than $900 million at a valuation above $6.3 billion, creating one of the largest bets yet on an automaker becoming a humanoid-robotics company. Galaxea reports hundreds of complete fulfillment orders and thousands of repeated manipulation cycles, U.S. security scrutiny moves deeper into the autonomy supply chain with an investigation of Chinese lidar, and ForeTime-VLA shows how World Models can teach robots to anticipate moving objects without running the expensive model at deployment.