{
  "report_id": "theme_humanoid_robotics_node_training_data_simulation_teleoperation_and_vla_control",
  "report_type": "theme_value_chain_node",
  "site_path": "themes/humanoid-robotics/nodes/training-data-simulation-teleoperation-and-vla-control/index.html",
  "title": "Training Data, Simulation, Teleoperation, And VLA Control",
  "as_of": "2026-07-05",
  "generated_at": "2026-07-05T10:48:52-07:00",
  "categories": [
    "Humanoid robotics",
    "Physical AI",
    "Robot learning",
    "Simulation",
    "Teleoperation",
    "Vision-language-action control",
    "Discovery-backed"
  ],
  "freshness": {
    "paper_reviewed_as_of": "2026-07-05",
    "knowledge_reviewed_as_of": "2026-07-05",
    "local_discovery_reviewed_as_of": "2026-07-05",
    "price_data_as_of": "2026-07-02",
    "daily_ohlc_latest_row": "2026-07-02",
    "chart_interval": "weekly",
    "local_api_check": {
      "checked_at": "2026-07-05",
      "endpoint": "http://127.0.0.1:8765/api/securities/NVDA/chart?frequency=weekly&window=3y&as_of=latest",
      "result": "connection_refused"
    },
    "lineage_note": "Read-only discovery showed daily_ohlc rows through 2026-07-02 for the ranked tickers while representative successful ingestion_runs still reported source_freshness=2026-05-08.",
    "limitations": [
      "Proxy-only basket because most humanoid control stacks, model logs, intervention rates, and fleet economics are private or embedded in larger public companies.",
      "No ranked company receives direct humanoid software revenue credit unless a filing or official source isolates that revenue.",
      "SIEGY is an important simulation and digital-twin monitor but lacks local chart coverage for this node page.",
      "SERV has the clearest public fleet-teleoperation KPI fit, but it has a shorter trading history and weaker balance of revenue scale, margin, and cash burn.",
      "The local report API was not running during the validation check, so the static page keeps API-required hooks without embedding chart payloads."
    ]
  },
  "revision": {
    "created_label": "Created child node page and ranked proxy basket from ten xhigh primary subagents plus one xhigh merge selector",
    "updated_label": "Linked page, source trail, chart artifacts, discovery freshness, and proxy-only caveats",
    "metadata_path": "themes/humanoid-robotics/nodes/training-data-simulation-teleoperation-and-vla-control/report.json",
    "version": 2
  },
  "node": {
    "id": "theme_humanoid_robotics_node_training_data_simulation_teleoperation_and_vla_control",
    "slug": "training-data-simulation-teleoperation-and-vla-control",
    "order": 2,
    "level": "L1 proxy-only software readiness node",
    "role": "Turns real-world sensor, action, failure, and recovery data into task policies that lower intervention rates and expand the work envelope.",
    "description": "VLA and VLM stacks, robot foundation models, simulation pipelines, synthetic data, teleoperation consoles, fleet logging, task planning, and low-level control.",
    "ranking_method": "Ten xhigh primary research subagents and one xhigh merge selector ranked source-backed node economics first, operating evidence second, and chart setup third."
  },
  "current_setup": {
    "why_it_matters_to_the_theme": "Humanoids cannot scale if every new task or failure requires manual rescue. Training data, simulation, teleoperation, and VLA control decide whether deployed robots become more capable after each shift.",
    "tailwinds": "NVIDIA's robotics toolchain, Tesla's vertically owned fleet-data loop, Serve's public fleet operations, Teradyne's UR/MiR robotics revenue, and Amazon's warehouse robotics estate give the basket real exposure to the software-learning problem. The next proof is disclosed improvement in task success, intervention rate, operator leverage, robotics revenue, or support cost.",
    "headwinds": "Most logs, model performance, and humanoid economics are private. Big-cap revenue is dominated by non-humanoid businesses. SIEGY is important for simulation but lacks local chart coverage. SERV is more direct but has shorter history and weaker technical setup."
  },
  "ticker_baskets": {
    "ranked_all": [
      "NVDA",
      "TSLA",
      "SERV",
      "TER",
      "AMZN"
    ],
    "core": [
      "NVDA",
      "TSLA"
    ],
    "direct_fleet_comparator": [
      "SERV"
    ],
    "adjacent_paid_robotics": [
      "TER"
    ],
    "operator_cloud_validation": [
      "AMZN"
    ],
    "source_only_or_monitor_tickers": [
      "SIEGY",
      "ROK",
      "SYM",
      "GOOGL",
      "MSFT",
      "META",
      "PDYN",
      "ISRG"
    ],
    "source_only_names": [
      "Siemens",
      "Rockwell Automation",
      "Symbotic",
      "Alphabet",
      "Microsoft",
      "Meta Platforms",
      "Palladyne AI",
      "Intuitive Surgical"
    ]
  },
  "basket_ranking": [
    {
      "rank": 1,
      "ticker": "NVDA",
      "company": "NVIDIA Corporation",
      "role_in_stack": "Accelerated compute plus Isaac, Omniverse, GR00T, synthetic data, policy training, simulation, and deployment tooling.",
      "revenue_mix": "Q1 FY2027 revenue was $81.615B, with Data Center revenue of $75.246B; Isaac and GR00T revenue is not separately disclosed.",
      "proof_burden": "Official customer adoption, robotics developer usage, simulation and control-stack traction, and evidence that robotics adds to compute or software economics.",
      "market_cap": "$4.73T",
      "market_cap_method": "2026-07-02 local close times local weighted shares outstanding",
      "next_earnings": "Not confirmed",
      "latest_quarter_revenue": "$81.615B",
      "latest_quarter_period": "Q1 FY2027",
      "setup_label": "base forming"
    },
    {
      "rank": 2,
      "ticker": "TSLA",
      "company": "Tesla, Inc.",
      "role_in_stack": "Optimus, manufacturing data, autonomy software, Robotaxi and FSD learning loop, internal deployment path, and AI infrastructure.",
      "revenue_mix": "Q1 2026 revenue was $22.387B; humanoid robot revenue is not separately disclosed.",
      "proof_burden": "Factory task counts, task success, intervention rate, unit cost, safety, internal productivity, and an external customer path.",
      "market_cap": "$1.48T",
      "market_cap_method": "2026-07-02 local close times local weighted shares outstanding",
      "next_earnings": "Jul 22, 2026",
      "latest_quarter_revenue": "$22.387B",
      "latest_quarter_period": "Q1 2026",
      "setup_label": "base forming"
    },
    {
      "rank": 3,
      "ticker": "SERV",
      "company": "Serve Robotics Inc.",
      "role_in_stack": "Delivery-robot fleet with teleoperation, exception handling, fleet-learning economics, active robots, supply hours, and software services.",
      "revenue_mix": "Q1 2026 revenue was $2.984M, with fleet services at $1.958M and software services at $1.026M.",
      "proof_burden": "Deliveries per robot, operator-to-robot ratio, remote intervention decline, incidents, service margin, support cost, cash burn, and dilution control.",
      "market_cap": "$488M",
      "market_cap_method": "2026-07-02 local close times local weighted shares outstanding",
      "next_earnings": "Not confirmed",
      "latest_quarter_revenue": "$2.984M",
      "latest_quarter_period": "Q1 2026",
      "setup_label": "below key trend"
    },
    {
      "rank": 4,
      "ticker": "TER",
      "company": "Teradyne, Inc.",
      "role_in_stack": "Universal Robots and MiR paid robotics exposure plus factory automation and test-adjacent deployment evidence.",
      "revenue_mix": "Q1 2026 revenue was $1.2825B; Semiconductor Test was $1.1108B and Robotics was $91.3M.",
      "proof_burden": "UR and MiR orders, robot segment margin, AI-control adoption, backlog, and separation from semicap-cycle noise.",
      "market_cap": "$57.8B",
      "market_cap_method": "2026-07-02 local close times local weighted shares outstanding",
      "next_earnings": "Not confirmed",
      "latest_quarter_revenue": "$1.2825B",
      "latest_quarter_period": "Q1 2026",
      "setup_label": "pullback to rising moving average with expectation risk"
    },
    {
      "rank": 5,
      "ticker": "AMZN",
      "company": "Amazon.com, Inc.",
      "role_in_stack": "Warehouse robotics, simulation, fleet logging, fulfillment automation, AWS AI capacity, and internal productivity.",
      "revenue_mix": "Q1 2026 consolidated sales were $181.519B; AWS revenue was $37.587B and robotics economics are not separately reported.",
      "proof_burden": "Fulfillment cost per unit, throughput, safety, robot deployment counts, AWS robotics customers, and clearer disclosure that automation improves margins.",
      "market_cap": "$2.61T",
      "market_cap_method": "2026-07-02 local close times local weighted shares outstanding",
      "next_earnings": "Not confirmed",
      "latest_quarter_revenue": "$181.519B",
      "latest_quarter_period": "Q1 2026",
      "setup_label": "base forming"
    }
  ],
  "chart_artifacts": [
    {
      "rank": 1,
      "ticker": "NVDA",
      "chart_endpoint": "/api/securities/NVDA/chart?frequency=weekly&window=3y&as_of=latest",
      "source_table": "daily_ohlc",
      "aggregation": "weekly",
      "indicators": [
        "20-week EMA",
        "100-week EMA",
        "weekly volume",
        "20-week average volume"
      ],
      "price_data_as_of": "2026-07-02",
      "visible_years": 3,
      "rendering": "report_api_required",
      "setup_label": "base forming"
    },
    {
      "rank": 2,
      "ticker": "TSLA",
      "chart_endpoint": "/api/securities/TSLA/chart?frequency=weekly&window=3y&as_of=latest",
      "source_table": "daily_ohlc",
      "aggregation": "weekly",
      "indicators": [
        "20-week EMA",
        "100-week EMA",
        "weekly volume",
        "20-week average volume"
      ],
      "price_data_as_of": "2026-07-02",
      "visible_years": 3,
      "rendering": "report_api_required",
      "setup_label": "base forming"
    },
    {
      "rank": 3,
      "ticker": "SERV",
      "chart_endpoint": "/api/securities/SERV/chart?frequency=weekly&window=3y&as_of=latest",
      "source_table": "daily_ohlc",
      "aggregation": "weekly",
      "indicators": [
        "20-week EMA",
        "100-week EMA",
        "weekly volume",
        "20-week average volume"
      ],
      "price_data_as_of": "2026-07-02",
      "visible_years": 3,
      "rendering": "report_api_required",
      "setup_label": "below key trend"
    },
    {
      "rank": 4,
      "ticker": "TER",
      "chart_endpoint": "/api/securities/TER/chart?frequency=weekly&window=3y&as_of=latest",
      "source_table": "daily_ohlc",
      "aggregation": "weekly",
      "indicators": [
        "20-week EMA",
        "100-week EMA",
        "weekly volume",
        "20-week average volume"
      ],
      "price_data_as_of": "2026-07-02",
      "visible_years": 3,
      "rendering": "report_api_required",
      "setup_label": "pullback to rising moving average with expectation risk"
    },
    {
      "rank": 5,
      "ticker": "AMZN",
      "chart_endpoint": "/api/securities/AMZN/chart?frequency=weekly&window=3y&as_of=latest",
      "source_table": "daily_ohlc",
      "aggregation": "weekly",
      "indicators": [
        "20-week EMA",
        "100-week EMA",
        "weekly volume",
        "20-week average volume"
      ],
      "price_data_as_of": "2026-07-02",
      "visible_years": 3,
      "rendering": "report_api_required",
      "setup_label": "base forming"
    }
  ],
  "links": {
    "parents": [
      "theme_humanoid_robotics"
    ],
    "related": [
      "theme_robotics",
      "theme_physical_ai_defense_autonomy",
      "theme_ai_capex_cycle",
      "sector_information_technology",
      "sector_industrials",
      "security_nvda",
      "security_tsla",
      "security_serv",
      "security_ter",
      "security_amzn"
    ],
    "backlinks": [
      "theme_humanoid_robotics"
    ]
  },
  "knowledge_sources": [
    "../../../../../knowledge/wiki/lanes/security/nvda.md",
    "../../../../../knowledge/wiki/lanes/security/tsla.md",
    "../../../../../knowledge/wiki/lanes/security/serv.md",
    "../../../../../knowledge/wiki/lanes/security/ter.md",
    "../../../../../knowledge/wiki/lanes/security/amzn.md",
    "../../../../../knowledge/wiki/lanes/security/siegy.md",
    "../../../../../knowledge/wiki/lanes/security/rok.md",
    "../../../../../knowledge/wiki/lanes/security/sym.md",
    "../../../../../knowledge/wiki/lanes/security/googl.md",
    "../../../../../knowledge/wiki/lanes/security/msft.md",
    "../../../../../knowledge/wiki/lanes/security/meta.md",
    "../../../../../knowledge/wiki/lanes/security/pdyn.md",
    "../../../../../knowledge/wiki/lanes/security/isrg.md",
    "../../../../../knowledge/wiki/lanes/sector/information-technology.md",
    "../../../../../knowledge/wiki/lanes/sector/industrials.md"
  ],
  "paper_sources": [
    "../../../../papers/robotics/Humanoid Robots.md",
    "../../../../papers/robotics/Roland_Berger_Humanoid_Robots_2026.md",
    "../../../../papers/robotics/Roland_Berger_Humanoid_Robots_2026.pdf",
    "../../../../papers/robotics/Roland_Berger_Humanoid_Robots_2026/Roland_Berger_Humanoid_Robots_2026_meta.json"
  ],
  "external_sources": [
    "https://nvidianews.nvidia.com/news/nvidia-isaac-gr00t-n1-open-humanoid-robot-foundation-model-simulation-frameworks",
    "https://arxiv.org/abs/2503.14734"
  ],
  "discovery_sources": [
    "discovery:duckdb:daily_ohlc:NVDA|TSLA|SERV|TER|AMZN:latest_row=2026-07-02",
    "discovery:duckdb:instruments:computed_market_cap:2026-07-02_close_times_weighted_shares",
    "discovery:lineage-status:daily_ohlc:NVDA|TSLA|SERV:source_freshness=2026-05-08",
    "report-api:/api/securities/TICKER/chart?frequency=weekly&window=3y&as_of=latest"
  ],
  "source_trail": {
    "canonical_knowledge_lanes": [
      "../../../../../knowledge/wiki/lanes/security/nvda.md",
      "../../../../../knowledge/wiki/lanes/security/tsla.md",
      "../../../../../knowledge/wiki/lanes/security/serv.md",
      "../../../../../knowledge/wiki/lanes/security/ter.md",
      "../../../../../knowledge/wiki/lanes/security/amzn.md"
    ],
    "latest_profile_outputs": [
      "security_profile__nvda__security_backlog_100_20260607",
      "security_profile__tsla__security_refresh_next50_clean_20260704",
      "security_profile__serv__robotics_value_chain_20260531",
      "security_profile__ter__robotics_value_chain_20260531",
      "security_profile__amzn__watchlists_security_theme_wiki_20260524"
    ],
    "latest_research_outputs": [
      "security_research__nvda__security_backlog_100_20260607",
      "security_research__tsla__security_refresh_next50_clean_20260704",
      "security_research__serv__robotics_value_chain_20260531",
      "security_research__ter__robotics_value_chain_20260531",
      "security_research__amzn__watchlists_security_theme_wiki_20260524"
    ],
    "projected_claim_ids_or_evidence_ids": [
      "nvda_q1_fy2027_revenue_data_center_and_robotics_toolchain",
      "tsla_q1_2026_revenue_q2_delivery_storage_fsd_and_optimus_route",
      "serv_q1_2026_revenue_active_robots_supply_hours_and_teleop_kpi_route",
      "ter_q1_2026_revenue_robotics_segment_and_ur_mir_route",
      "amzn_q1_2026_revenue_aws_and_internal_warehouse_robotics_route"
    ],
    "local_chart_endpoints": [
      "/api/securities/NVDA/chart?frequency=weekly&window=3y&as_of=latest",
      "/api/securities/TSLA/chart?frequency=weekly&window=3y&as_of=latest",
      "/api/securities/SERV/chart?frequency=weekly&window=3y&as_of=latest",
      "/api/securities/TER/chart?frequency=weekly&window=3y&as_of=latest",
      "/api/securities/AMZN/chart?frequency=weekly&window=3y&as_of=latest"
    ],
    "route_registry": "sitemap.json:theme_humanoid_robotics_node_training_data_simulation_teleoperation_and_vla_control",
    "chart_level_registry": "assets/chart-level-rules.js:no_static_levels_for_this_node",
    "ranking_process": "Ten xhigh primary subagents plus one xhigh merge selector; final order NVDA, TSLA, SERV, TER, AMZN.",
    "limitations": [
      "Proxy-only basket",
      "No direct humanoid revenue claim",
      "Private model and fleet logs",
      "SIEGY source-only due to local chart gap",
      "SERV shorter trading history and cash-burn risk",
      "Local API unavailable during validation"
    ]
  }
}