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Skild AI says it passed $100M in annual recurring revenue within ten months of its first commercial deployment

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Skild AI, which builds a general-purpose AI 'brain' for many kinds of robots, says it passed $100 million in annual recurring revenue ten months after its first commercial deployment, with more than 60 paying customers. About 90% of revenue comes from manipulation, robot arms doing factory and kitchen work; the rest from mobile robots.

  • Recognised revenue so far is $50 million; ARR is the current run rate, not money already earned.
  • Customers include NVIDIA and Foxconn (dual-arm robots assembling Blackwell servers), Sumitomo Wiring Systems (wire harnesses) and Mitsui (kitchen robots in Japan).
  • Mobility is about 10% of revenue, including 4% from warehouse mobile robots.
  • The figures are self-reported by a private company and not audited.
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