StockDuty ← Dashboard Oct 26, 2026 05:44 AM ET
CatalystTech/AI

Who is supplying embodied data to OpenAI?

OpenAI's embodied data sourcing signals competitive AI hardware supply chain interest.

What happened: A report says Maxinsights, a startup of two to three years, supplies egocentric data to Physical AI players including OpenAI, Google DeepMind, Figure AI, Dyna Robotics and Genesis AI. Key numbers: More than 2 million hours delivered to clients; over 1.5 million hours with hand tracking and language annotation; 450,000 Why it matters: The report presents the ARR level and bookings growth as signs that data supply has moved from project-based orders to recurring revenue, and cites Dyna-2 and GENE-26.5 as cases where large-scale human video pretraining improved model results.
A report says Maxinsights, a startup of two to three years, supplies egocentric data to Physical AI players including OpenAI, Google DeepMind, Figure AI, Dyna Robotics and Genesis AI.
The report presents the ARR level and bookings growth as signs that data supply has moved from project-based orders to recurring revenue, and cites Dyna-2 and GENE-26.5 as cases where large-scale human video pretraining improved model results.
Sources