D-Robotics has closed a $400 million Series C financing round, bringing its announced funding to roughly $770 million as the young chipmaker seeks a larger role in computing for humanoid and industrial robots. The company says its Sunrise chip family has shipped more than 8 million units. It plans to use the new capital to expand the lineup and develop software spanning AI-model training, deployment and real-time joint control.
Mirae Asset Leads the Round
The round was led by Mirae Asset Capital, according to cnmra.com, which reported the company will use the proceeds primarily to refine its Sunrise chip series and build out an end-to-end embodied-AI software stack. D-Robotics was incubated by Horizon Robotics and spun out in early 2024, per the same source, which also describes the company as headquartered in Shenzhen — though a separate report from valueaddvc.com characterizes D-Robotics as a Hong Kong-based maker of AI chips and robotics software, leaving the company's exact home base unsettled in public reporting.
This is the fourth funding round D-Robotics has completed in roughly 26 months. As reported by Tech Times, the startup has raised $100 million in Series A funding, $120 million in a March Series B1 and $150 million in an April Series B2, ahead of this month's $400 million close.
What the Sunrise Chips Actually Do
The centerpiece of D-Robotics' pitch is the Sunrise S600, launched in November 2025, which the company says has already attracted more than 20 embodied-AI customers, according to equalocean.com. Named customers cited by that outlet include UBTECH, TARS, Spirit AI and X Square Robot. The broader Sunrise chip family spans a wide performance range, and D-Robotics reports its first-half 2026 revenue grew several-fold year over year compared with the same period in 2025, as reported by D-Robotics, per the same account.
D-Robotics says its ecosystem now includes more than 100,000 developers spread across more than 20 countries, plus over 500 small and medium-sized maker enterprises and more than 500 educational institutions building on its platform, cnmra.com reports. The company adds that hundreds of intelligent robot products have already been created using its technology and are serving millions of users worldwide, according to the same source. After this Series C, the outlet's report notes that D-Robotics' disclosed 2026 fundraising alone reached $670 million, on top of its earlier rounds.
Nvidia's Jetson Thor Looms as the Rival Platform
D-Robotics is not the only company chasing the robot-brain market. Nvidia's Jetson AGX Thor platform delivers up to 2,070 FP4 teraflops of AI compute within a 130-watt power envelope, according to datacenterdynamics.com, and it pairs a Blackwell GPU with 128GB of memory. Nvidia itself says Jetson Thor delivers 7.5 times more AI compute, 3.1 times more CPU performance and twice the memory of its predecessor, Jetson Orin, according to blogs.nvidia.com.
Adoption of Jetson Thor is already underway among some of the biggest names in humanoid robotics. Agility Robotics plans to use the platform as the onboard compute for the sixth generation of its Digit robot, while Boston Dynamics is integrating Jetson Thor into its Atlas humanoid, both according to Nvidia's blog post. Chinese robotics firm Galbot is also integrating Jetson AGX Thor into its G1 Premium robot, datacenterdynamics.com reports. Nvidia says more than 2 million developers already use its technologies for robotics workflows, and Jetson Thor developer kits start at $3,499, with production modules priced from $2,999 for orders of 1,000 units.
Export Controls Add a Compliance Constraint
The international market also brings regulatory risk. The U.S. Department of Commerce's Bureau of Industry and Security warned in May 2025 that using certain China-developed advanced-computing integrated circuits without required authorization could expose companies to enforcement under General Prohibition 10, including criminal and administrative penalties. For a Chinese AI-chip company serving overseas customers, that warning creates a potential compliance constraint around how its chips are used and supplied internationally, according to the Bureau of Industry and Security.
Why Investors See a Bigger Payoff Ahead
The scramble for robot-compute contracts is playing out against forecasts of explosive long-term growth. Morgan Stanley projects the humanoid-robot semiconductor market could reach $305 billion by 2045, according to finance.biggo.com, and the bank estimates the broader global humanoid-robot market could hit $5 trillion by 2050, with cumulative deployments reaching as many as 1 billion units by that year.
Morgan Stanley's research also points to a shifting cost structure inside each robot. The average humanoid-robot bill of materials is expected to fall from roughly $131,000 today to about $23,000 by 2045, even as semiconductors' share of that bill of materials climbs from today's 4 to 6 percent up to 24 percent, per the same forecast. That combination — cheaper robots with pricier chips inside them — helps explain why chip suppliers are racing to lock in customers now.
D-Robotics is positioning the business as a platform play rather than a bet on one robot manufacturer: It aims to sell computing hardware and software across multiple robotics categories, according to techstartups.com. If that approach gains traction, the company could participate in broader robotics growth without depending on a single humanoid brand's success.
