档案库 · 硬件与设备 · 战略决策 · 2025–2026
ATOM成立半年融资30亿日元
由前Turing CTO创立的ATOM，押注日本供应链制造人形机器人。
ATOM (株式会社アトム)
做的是什么生意
ATOM (株式会社アトム) develops a dual-arm, bipedal humanoid robot: joints, body hardware, and the physical AI foundation model that controls robot behavior are all developed in-house, aiming to replace or assist human labor in manufacturing and logistics sites, with plans for mass production in Japan (日本).
启动资金：Registered capital of 10 million yen (1000万 yen); seed round of 3 billion yen (30亿 yen) in May 2026 (2026-05) (led by ANRI, Beyond Next Ventures, and JAFCO, with participation by JIC VGI, Sumitomo Corporation VC (住商VC), Mizuho Blue Lab (みずほBlue Lab), MUFG Capital (三菱UFJ资本), SMBC VC, and others); a 1.5 billion yen (15亿 yen) loan from Mizuho Bank (みずほ银行) in August 2026 (2026-08).
起因
Founded on November 11, 2025 (2025-11-11) in Toyosu (丰洲), Koto Ward (江东区), Tokyo (东京); founder Shunsuke Aoki (青木俊介) is the co-founder and CTO of autonomous-driving startup Turing and a Ph.D. in robotics from Carnegie Mellon University (CMU). He left Turing for his second startup, proposed the mission of 'creating a new species,' said the goal is to raise Japan (日本)'s GDP by 1%, and said the final investment scale will be 100 to 200 billion yen (1000至2000亿 yen).
经过
On May 26, 2026 (2026-05-26), announced a 3 billion yen (30亿 yen) seed round (only six months after founding); on August 4, 2026 (2026-08-04), signed a 1.5 billion yen (15亿 yen) financing contract with Mizuho Bank (みずほ银行); on August 20, 2026 (2026-08-20), signed a strategic partnership MOU with NSK (日本精工), jointly validating actuators and collecting physical AI data at NSK factories; on August 28, 2026 (2026-08-28), conducted a 3.5-hour unedited work live stream (reported by ITmedia and others), during which the robot occasionally paused and needed human assistance, but worked autonomously overall.
结果
Still in early research, development, and demonstration stage: the product is not publicly sold and has no price; it has secured a 3 billion yen (30亿 yen) seed round plus a 1.5 billion yen (15亿 yen) loan and is tied to the NSK (日本精工) supply chain, continuing to hire AI engineers, develop world models, build a data collection center, and compete head-on with China (中国) manufacturers that have already mass-produced over 10,000 units (上万台).
背景
ATOM于2025年11月11日在东京成立，创始人是前Turing CTO青木俊介。使命：创造新物种。开发双臂双足人形机器人，硬件和AI均为自研，在日本量产。
青木的目标是使日本GDP提高1%，最终投资规模为1000-2000亿日元。2026年5月26日，ATOM宣布完成30亿日元种子轮，由ANRI、Beyond Next Ventures、JAFCO领投。2026年8月4日，与瑞穗银行签署15亿日元贷款。
2026年8月20日，ATOM与NSK签署谅解备忘录，进行执行器验证和数据收集。8月28日，直播了超过3.5小时无剪辑的机器人任务，机器偶尔需要人工帮助，以应对信任危机。
中国量产领先：截至2026年7月，宇树科技产量约18000台，全球上半年出货19100台，中国占比超97%。ATOM以日本精密和无剪辑可靠性竞争，但尚未销售产品。
这件事要成立，得有什么
- 日本劳动力短缺和精密部件专长创造了真实需求。
- 全栈自研避免同质化，支持差异化。
- 与NSK合作早期就降低执行器量产风险。
- 无剪辑直播通过披露干预率建立信任。
可借鉴之处
与巨头竞争，要找到对手演示不敢暴露的维度，比如可靠性。
后续进展
截至2026年8月，ATOM仍处于研发阶段：尚无公开销售。2026年5月完成30亿日元种子轮，8月获瑞穗银行15亿日元贷款，并与NSK签署谅解备忘录。CEO青木继续以实现日本GDP提高1%为目标，扩大招聘，与中国18000台产量竞争。
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