Mobileye to buy humanoid robotics start-up Mentee in $900m push beyond automotive AI

Mobileye has agreed to acquire Mentee Robotics in a deal valued at $900 million, marking a significant strategic shift beyond its core automotive business.

Mobileye said the acquisition broadens its scope towards Physical Artificial Intelligence, extending its technology stack from vehicles into humanoid robotics. The company added that the deal will accelerate Mentee’s go-to-market efforts, with initial on-site proof-of-concept deployments expected in 2026 and series production and commercialisation targeted for 2028.

Mentee, founded four years ago, describes itself as an artificial intelligence-first, vertically integrated humanoid robotics firm. Its third-generation platform is built around simulation-first training and few-shot learning, with the aim of narrowing the gap between simulated environments and real-world deployment. The company develops its own hardware, including proprietary actuators, precision motor drivers, robotic hands with motor-based tactile sensing, and hot-swappable batteries designed to support scalable field use.

Mobileye said the move comes against the backdrop of a growing automotive pipeline, with expected revenues of $24.5 billion over the next eight years, up more than 40% from January 2023. While the company did not position the deal as a pivot away from cars, it framed robotics as a natural extension of its autonomy work.

“Today marks a new chapter for robotics and automotive AI, and the beginning of Mobileye 3.0,” said Amnon Shashua, president and chief executive of Mobileye. “By combining Mentee’s breakthroughs in humanoid robotics with Mobileye’s expertise in automotive autonomy, and its proven ability to productise advanced AI, we have a unique opportunity to lead the evolution of physical AI across robotics and autonomous vehicles on a global scale.”

Lior Wolf said he was proud of what the company’s multidisciplinary team had achieved in a short period. He highlighted Mentee’s emphasis on simulation, learning efficiency and integrated hardware as key differentiators.

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Under the terms of the deal, Mentee will continue to operate as an independent unit within Mobileye. The company said the transaction is expected to increase Mobileye’s operating expenses in 2026 by a low single-digit percentage, suggesting a measured financial impact in the near term.

The acquisition underscores growing interest among autonomy and artificial intelligence firms in applying their technologies beyond vehicles, as humanoid robotics attracts renewed attention from investors and industrial players looking for the next major frontier in automation.

The Recap

• Mobileye will acquire Mentee Robotics in a $900 million deal.
• Mobileye has a $24.5 billion automotive revenue pipeline.
• Proof-of-concept deployments are expected in 2026, production targeted 2028.