
Google has just taken a bold leap forward in the world of robotics with the launch of Gemini Robotics On-Device, a new AI model from its DeepMind division designed to run entirely offline. Announced on June 24, 2025, the technology allows robots to understand natural language, follow voice commands, and complete complex tasks like folding clothes or assembling parts without needing an internet connection. This breakthrough makes robots more responsive, secure, and functional in environments with limited or no connectivity. Compatible with platforms like Franka FR3 and Apollo, Gemini Robotics On-Device could redefine how AI and robotics work together in real-world settings. As Google pushes the boundaries of offline robotic intelligence, other players in the robotics and AI space are also making notable strides. Knightscope, Inc. (NASDAQ: KSCP/quote">NASDAQ: KSCP) continues to expand its fleet of autonomous security robots across the U.S., while Serve Robotics, Inc. (NASDAQ: SERV/quote">NASDAQ: SERV) is rolling out sidewalk delivery robots in major cities. Companies like Palladyne AI Corp. (NASDAQ: PDYN/quote">NASDAQ: PDYN), Ouster, Inc. (NASDAQ: OUST/quote">NASDAQ: OUST), and Cyngn Inc. (NASDAQ: CYN/quote">NASDAQ: CYN) are likewise contributing to this rapidly evolving landscape, advancing technologies in autonomy, AI, and sensor innovation that support smarter, more capable machines.
Knightscope, Inc. (NASDAQ: KSCP/quote">NASDAQ: KSCP), a pioneer in autonomous security solutions, is steadily building momentum as it executes on a mission to make the United States the safest country in the world. Based in Sunnyvale, California, Knightscope develops and deploys Autonomous Security Robots (ASRs) and advanced Emergency Communication Devices (ECDs) powered by artificial intelligence. These technologies deliver 24/7 situational awareness for clients across public and private sectors, including campuses, hospitals, malls, transit hubs, and data centers.
Knightscope’s footprint continues to grow through public sector deployments, with two recent pilot programs highlighting rising interest in its Autonomous Security Robots. In Montgomery County, Maryland, a 420-pound K5 robot nicknamed “Parker” is undergoing training in a Silver Spring parking garage, part of a Department of Transportation pilot focused on evaluating autonomous security in public infrastructure. Meanwhile, in Dublin, Ohio, the local police department has launched a two-year trial featuring another K5 robot, nicknamed “Dubbot,” selected through a community vote. Dubbot is assigned to patrol busy areas like Riverside Crossing Park and Rock Cress Parking Garage, operating 12-hour shifts and returning to charge autonomously. Equipped with 360-degree video, thermal scanning, emergency communication, and broadcast capabilities, both robots are being evaluated for their ability to enhance visibility, deter incidents, and reduce reliance on fixed surveillance. While Montgomery officials continue testing before any full-scale deployment, Dublin’s proactive embrace of the technology reflects growing momentum for autonomous solutions that complement traditional law enforcement without replacing it.
Financially, Knightscope posted strong Q1 2025 results. Revenue climbed 29% year over year to $2.9 million, while gross margin losses narrowed significantly from -64% to -23%. The company’s net loss improved 19% to $6.9 million, and its cash position rose to $12.7 million. Strong demand continued, with a total backlog of $2.5 million—driven by both ECDs ($1.9M) and ASRs ($0.6M). A notable highlight was a 37% increase in ECD revenue, reflecting expansion from both new and existing long-term clients. Cost discipline also paid off, with general and administrative expenses dropping 24% year over year. Knightscope recently secured a 33,000 sq. ft. headquarters facility to support operational scaling.
On July 2, Knightscope, Inc. (NASDAQ: KSCP/quote">NASDAQ: KSCP) reported over $1 million in newly secured business across the United States. This included 541 brand-new Emergency Communication Device bookings in education, healthcare, parks, and local government sectors. New contracts for the K5 security robot were signed with clients in transit, data centers, and higher education. Meanwhile, eight existing ASR subscriptions were renewed in industries like biotech, retail, and hospitality—clear evidence of long-term customer satisfaction and performance. The company is also making political inroads: Knightscope has gained attention on Capitol Hill and has been invited to a federal hearing in July, following dozens of recent meetings with government officials.
As AI and robotics continue to reshape public safety, Knightscope’s expanding footprint, client renewals, and federal interest suggest strong growth potential ahead. Investors are watching KSCP closely as it scales its solutions and secures new markets.
Click here for more information about Knightscope, Inc. (NASDAQ: KSCP/quote">NASDAQ: KSCP).
AI-Powered Robotics Gain Ground Across Defense, Delivery, and Industry
On June 26, Serve Robotics, Inc. (NASDAQ: SERV/quote">NASDAQ: SERV) launched its autonomous sidewalk delivery service in Atlanta, expanding its partnership with Uber Eats. The AI-powered robots now deliver meals from local favorites like Rreal Tacos and Ponko Chicken in Midtown, Downtown, and Old Fourth Ward. National partner Shake Shack will also join. Designed to ease congestion and offer emission-free last-mile delivery, the robots integrate directly with the Uber Eats app. Serve plans to deploy 2,000 robots across the U.S. by the end of 2025, with more cities to come. Atlanta marks a key step in the company’s national rollout.
Palladyne AI Corp. (NASDAQ: PDYN/quote">NASDAQ: PDYN) and Mobilicom Ltd. have entered a partnership to offer a bundled solution combining Palladyne’s AI autonomy software for UAVs and industrial robots with Mobilicom’s OS3 cybersecurity platform. The joint offering enhances autonomous mission capabilities while ensuring protection against cyber threats in both defense and industrial applications. Mobilicom’s OS3 delivers real-time intrusion prevention, while Palladyne’s Pilot and IQ systems boost operational efficiency and adaptability. Both companies see strong interest from existing clients and aim to deliver a secure, intelligent solution for next-gen robotics and uncrewed systems in tactical and commercial environments.
Ouster, Inc. (NASDAQ: OUST/quote">NASDAQ: OUST) announced on June 11 that its OS1 digital lidar sensor has been officially approved by the U.S. Department of Defense under the Blue UAS Framework. This makes OS1 the first high-resolution 3D lidar on the list, offering superior performance for unmanned aerial systems (UAS). The sensor passed rigorous cybersecurity and component testing and is now NDAA-compliant. Used across the Army, Navy, NASA, and more, OS1 supports secure, autonomous operations in defense and infrastructure. Ouster emphasizes supply chain security, is ISO 27001 certified, and offers Buy America(n) certified products for U.S.-made, defense-grade applications.
Cyngn Inc. (NASDAQ: CYN/quote">NASDAQ: CYN) announced a collaboration with NVIDIA during Automatica 2025 to showcase its autonomous industrial vehicles powered by the NVIDIA Isaac robotics platform. Selected by NVIDIA as a robotics innovator, Cyngn is using Isaac and its proprietary DriveMod software to deploy scalable, AI-driven vehicles in real-world environments. These systems aim to reduce labor costs, improve safety, and boost operational efficiency. CEO Lior Tal said the partnership reinforces Cyngn’s mission to deliver real ROI to industrial operators. The global Automatica event highlights how AI and robotics are transforming logistics and manufacturing across industries.
Click here for more information about Knightscope, Inc. (NASDAQ: KSCP/quote">NASDAQ: KSCP).
Featured image @ Freepik
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