Mobileye to acquire Mentee Robotics for $900M in bid to dominate physical AI – The Robot Report

Mobileye World Inc. the day earlier to this acknowledged this could effect Mentee Robotics Ltd., which is developing a third-generation, vertically integrated humanoid robot. This transaction would mix Mobileye’s synthetic intelligence skills and world production skills with Mentee’s humanoid platform and AI talent with the aim of increasing a world chief in physical AI in the end of two markets: self reliant driving and humanoid robotics.

Jerusalem-basically basically basically based Mobileye acknowledged it plans to pay $900 million, alongside side about $612 million in cash and up to 26.2 million shares of Class A stock, self-discipline to the vesting of any Mentee alternate choices sooner than closing. It favorite that the transaction is self-discipline to feeble closing prerequisites and that it anticipated to shut it in the first quarter of 2026.

Mobileye develops computer vision and machine learning skills for the automobile industry. The firm presents hardware and instrument for superior driver-assistance systems (ADAS) and self reliant driving. Its product lineup entails the EyeQ family of map-on-chips (SoCs), which course of visual records to make stronger automobile safety choices.

Extra offerings encompass SuperVision for palms-off operation, Chauffeur for eyes-off self reliant driving, and the Force platform for mobility products and companies. To augment these systems, the Mobileye makes use of Highway Trip Management skills to generate maps thru records light from fleets of vehicles from world automakers.

At a CES 2026 press convention, Prof. Amnon Shashua, co-founder and CEO of Mobileye, acknowledged he used to be impressed with the “Real2Sim2Real” skills on the core of Mentee Robotics’ mental property. The acquisition shouldn’t map as too mighty of a shock, since he’s additionally a co-founder of Mentee Robotics. The Herzliya, Israel-basically basically basically based firm emerged from stealth in 2024.

Shashua abstained from balloting on matters related to the transaction, which used to be proposed by a strategic committee that included neutral administrators and Intel Corp., Mobileye’s greatest shareholder.

“On the present time marks a fresh chapter for robotics and automobile AI, and the beginning of Mobileye 3.0,” acknowledged Shashua. “By combining Mentee’s breakthroughs in humanoid robotics with Mobileye’s skills in automobile autonomy and its confirmed skill to productize superior AI, we own now got a current substitute to lead the evolution of physical AI in the end of robotics and self reliant vehicles on a world scale.”

Prof. Lior Wolf, CEO of Mentee Robotics, acknowledged: “I’m immensely ample with what Mentee’s multidisciplinary team has executed in honest four years. We living out to construct a platform that combines lowering-edge AI with deeply integrated hardware to receive humanoid robots truly precious in accurate-world environments. Joining forces with Mobileye presents us entry to unparalleled AI infrastructure and commercialization skills, accelerating our mission to bring scalable, stable, and cost-efficient humanoid alternate choices to market.”

Mentee builds humanoid with environmental awareness

Mentee Robotics acknowledged its map integrates scene working out and pure bid execution, can autonomously course of tasks with out distant withhold an eye on, presents legitimate positional dash and navigation, and can safely manipulate rigid objects.

The use of simulation, the firm is engaged on “few-shot generalization” skills to allow its robot to swiftly be taught and save fresh abilities and tasks with a diminutive amount of human demonstrations.

To boot, MenteeBot’s integrated applied sciences encompass a proprietary actuator, excessive-precision motor drivers, a robotic arm geared up with motor-pushed tactile sensing, and a sizzling-swappable battery.

“Both self reliant driving and humanoid robotics face the identical classic disaster: achieving legitimate operation and demonstrating vivid cost in a human-dominated physical world,” acknowledged Mobileye. “Success requires assembly stringent efficiency requirements, achieving verifiable safety ranges, running efficiently on edge computing platforms, and enabling cost-efficient, mighty-scale deployment.”

Mobileye claims acquisition will catalyze physical AI

The firms acknowledged the acquisition will map physical AI in the end of robotics and self reliant vehicles. They cited the next technical synergies:

• Enhanced autonomy stack: Mentee’s traits in vision-language-dash (VLA) devices and mighty-scale simulation with novel Sim2Real transfer methods complement Mobileye’s autonomy stack. The firms acknowledged these capabilities will toughen self reliant driving systems thru improved generalization of long-tail scenarios, faster adaptation to fresh environments, and extra efficient development and validation cycles.
• Security management for humanoids: Humanoid robots running map folks, utterly different machines, and dynamic environments require a level of verifiable safety that goes past reactive collision avoidance, acknowledged Mobileye. In inequity to fastened automation, humanoids must reason in accurate time about human behavior, shared spaces, movable objects, and fragile surroundings, while producing predictable and auditable outcomes. Mobileye brings a security-first skill developed for self reliant driving, alongside side formal devices equivalent to Accountability-Quiet Security (RSS), mathematically grounded willpower-making under uncertainty, and map-level redundancy architectures validated at scale. It acknowledged these applied sciences provide a basis for defining, verifying, and enforcing stable behavior to construct the have faith, reliability, and regulatory readiness required for humanoids to severely change economically viable at scale.
• Accelerated commercialization: Mobileye cited its twenty years of skills in bringing superior applied sciences to market with tools and infrastructure that adhere to strict safety standards. The firm additionally has AI coaching infrastructure and relationships with excessive-quantity precision producers that it acknowledged will dawdle up deployment of humanoids in factories, warehouses, and industrial environments globally.

MenteeBot to roll out for industry in 2028, into properties in 2030

Shashua used to be measured in his evaluate of the budge-to-marketplace for the MenteeBot map, which is prudent given the fresh say of humanoid skills. He acknowledged the firm plans to commence production in 2027 with companion Aumovio, with a aim of beginning family deployments in 2030.

• 2026: Initiate proof-of-concept (PoC) engagements with multiple customers to validate the robot in success products and companies and assembly environments, and stable production partners.
• 2027: Birth manufacturing the first experimental batch of robots to living up for scaling and production validation.
• 2028: Prepare for commercial deployment in structured environments, with productization, scaling plans, and budge-to-market readiness.
• Discontinuance of decade (~2030): Enlarge point of curiosity to home use, emphasizing continuous learning and generalization capabilities for unstructured environments.
• Ongoing: Optimize the AI coaching pipeline to lower job-learning instances and coordinate records-sharing between the humanoid challenge and Mobileye for added synergies.

Shasua acknowledged these steps will attach a proper basis for scaling production, market readiness, and long-term adoption in each industrial and particular person markets.

Watch Mobileye’s beefy CES 2026 press convention: