联合包裹（UPS）正在积极探索人形机器人技术，与微软支持的机器人初创公司Figure AI洽谈合作，计划将人形机器人整合到其运营中。此举标志着UPS自动化战略的重大升级，从机械手臂扩展到更先进、移动的AI驱动系统。人形机器人具有高度的灵活性，能够执行传统系统无法完成的任务，解决物流行业长期存在的劳动力短缺问题。专家预测，人形机器人将在5-10年内成为物流业的主流。UPS的早期布局有望使其获得显著的竞争优势。

🤖 UPS正在与Figure AI公司洽谈合作，计划将人形机器人引入其物流运营中，以应对劳动力短缺问题，并提高运营效率。

🚚 Figure AI的人形机器人在演示视频中展示了在传送带旁分拣包裹的能力，表明其可以胜任仓库中的实际任务，身高5'6"的设计也使其能够适应为人类设计的工作环境。

💰 UPS每年在自动化和人工智能方面的投资约为10亿美元，此前已部署AI驱动的ORION路线系统，并与Dexterity Inc.合作开发“类人”机械手臂，此次引入人形机器人是其自动化战略的进一步升级。

⏱️ 专家预测，人形机器人将在5-10年内成为物流行业的主流，而Figure AI正在寻求15亿美元的融资，估值高达395亿美元。

UPS is exploring a game-changing tech upgrade: humanoid robots. The logistics giant is in active talks with Figure AI, a robotics startup backed by Microsoft, to integrate these robots into its operations, according to sources familiar with the matter.

This move signals a major evolution in UPS’s automation strategy, expanding beyond robotic arms to more advanced, mobile AI-powered systems.

“We regularly explore and deploy a wide range of technologies, including robotics,” UPS said in a statement, without naming Figure.

What’s happening

Figure’s humanoid robot, showcased in a viral February video, was seen sorting parcels beside a conveyor belt, hinting at real-world warehouse tasks. Standing 5’6”, it’s built for environments designed for humans.

Our first customer use case took 12 months, our second customer use case took just 30 days

Helix learned high-rate logistics with a single neural network

On Sunday, we successfully validated this on-site at the customer pic.twitter.com/ev5OeSEhly

— Figure (@Figure_robot) February 26, 2025

The exact scope of UPS’s potential deployment remains under wraps, but ongoing talks suggest growing momentum.

UPS has been ramping up tech investments, spending around $1B annually on automation and AI to cut costs and boost efficiency.

Past moves include:

• AI-powered ORION routing system, saving 10M miles per year
• EDGE and Network Planning Tools saving hundreds of millions
• Partnerships with Dexterity Inc. for “human-like” robotic arms

The why

UPS, and the logistics industry at large, is battling chronic labor shortages. About 76% of logistics businesses report staffing gaps. Humanoid robots offer a scalable fix, performing tasks with dexterity that traditional systems can’t handle.

What’s next

Experts see humanoid robots going mainstream in logistics within 5–10 years. UPS’s early move could give it a significant edge, especially as Figure seeks $1.5B in funding at a $39.5B valuation.

If UPS goes all-in on humanoid robots, it could redefine warehouse work, and set a precedent for the future of global logistics.

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