September 2026 Robotics Recap

September 2026 saw NVIDIA's $12.9B Hugging Face acquisition anchor a wave of robotics M&A, funding, and physical AI product launches.

• NVIDIA-Hugging Face deal: NVIDIA announced acquisition of Hugging Face for $12.9 billion, the month's largest robotics-adjacent transaction.
• Qualcomm and Cognex M&A: Qualcomm acquired Picnic Robotics and launched Dragonwing Q2390/IQ2390 processors; Cognex acquired RealSense for $500 million at IMTS.

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