Tether bets on Italian humanoid robots as it pivots beyond stablecoins

Última actualización: 12/12/2025
  • Tether invests in Generative Bionics, an Italian humanoid robotics spin-off of the Italian Institute of Technology, in a €70 million funding round.
  • The startup develops industrial humanoid robots based on “physical AI” to work in factories, logistics, healthcare and retail environments designed for humans.
  • Funds will support industrial testing, the first production facility and early commercial deployments targeted for 2026, including a public reveal at CES Las Vegas.
  • The move fits Tether’s broader strategy to reinvest stablecoin profits into real‑world infrastructure and advanced tech such as AI, brain–computer interfaces and high‑performance computing.

Tether investment in humanoid robots

Over the past year, Tether has quietly shifted from being seen only as a stablecoin issuer to acting more like a tech‑infrastructure investor. One of the clearest signs of this new direction is its backing of an Italian startup building humanoid robots designed to work side by side with people in the real world.

This move drops Tether right into the global race for humanoid robotics and advanced artificial intelligence, a space where names like Tesla and Nvidia tend to dominate the headlines. Rather than sticking solely to digital finance, the company is using surplus profits from its USDT business to support technologies that blend software, hardware and on‑the‑ground industrial use cases.

Tether’s stake in Generative Bionics and the €70 million round

Tether Investments, the firm’s independent investment arm, recently joined a €70 million (around $81 million) funding round for Generative Bionics, a deep‑tech startup focused on humanoid robots. The company is a spin‑off from the Italian Institute of Technology (Istituto Italiano di Tecnologia, IIT), one of Europe’s most active robotics research centers.

The round was led by the Artificial Intelligence Fund of CDP Venture Capital, an Italy‑backed vehicle, and also drew in participants such as AMD Ventures, Duferco, Eni Next and RoboIT. Tether joined this group with the stated aim of helping accelerate the transition from two decades of research into commercially viable humanoid machines.

According to materials shared by the company and industry reports, the fresh capital will be used to finalize industrial validation of the platform, build a first manufacturing facility and prepare the robots for early deployments in production environments. Tether’s funding is presented as a way to connect its financial firepower with tangible industrial infrastructure.

For Tether, this is one of the larger tickets it has written in the robotics space, placing it squarely among investors betting that humanoids could become a core part of the next wave of automation across manufacturing, logistics and services.

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Who is Generative Bionics and what is “physical AI”?

Generative Bionics emerged in 2024 as a spin‑off of the Italian Institute of Technology after more than 20 years of robotics research. IIT laboratories have reportedly produced over 60 humanoid prototypes during that time, many of which have been used by research institutions around the world as test platforms.

Building on that heritage, the startup has assembled around 70 engineers and AI specialists from IIT, forming a technical team that the company says collectively adds up to hundreds of years of experience in robotics and control systems. These researchers are now tasked with turning academic prototypes into robust robots that can operate day in, day out on factory floors and in warehouses.

The firm describes its creations as systems of “Physical AI” – or physical artificial intelligence. In practice, that means combining large‑scale AI models, advanced perception and motion control with a humanoid body that can navigate spaces originally designed for humans. Instead of stationary industrial arms locked into fixed tasks, the aim is to build mobile robots that can adapt to new situations.

Generative Bionics’ humanoids are being designed for use cases in manufacturing, logistics hubs, healthcare facilities and retail spaces. They are meant to handle physically demanding, repetitive or risky tasks such as carrying heavy loads, moving goods, or performing operations that are tedious or hazardous for human workers, while still being safe to operate around people.

The company argues that this approach differs from traditional automation, which relies on rigid production lines and highly scripted movements. By injecting learning‑based intelligence directly into the robot’s physical behavior, the team hopes to deliver machines that can cope with variation in lighting, object size, layout and human presence.

From research lab to factory floor: roadmap and CES 2026 debut

With Tether and other investors on board, Generative Bionics plans to move rapidly from the research phase into industrial pilots. The company has indicated that its first wave of deployment programs is expected to be announced in early 2026, targeting sectors where staffing shortages and physically intensive work are particularly acute.

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The funding is earmarked not only for R&D but also for building the company’s first production facility, which will be responsible for assembling and testing robots intended for commercial customers. That plant is viewed as a key step in proving that the technology can scale beyond one‑off prototypes.

On the visibility front, Generative Bionics is planning to showcase its first fully realized humanoid robot at CES 2026 in Las Vegas, one of the world’s most closely watched technology trade shows. The event is expected to be the startup’s first major public stage to demonstrate what its “Made in Italy” robots can actually do.

Daniele Pucci, co‑founder and CEO of the company, has described the mission as building humanoid co‑workers that amplify both the physical and cognitive capacity of people. In this vision, robots are not framed solely as replacements, but as tools that can take over heavy or repetitive tasks while humans focus on oversight, complex problem‑solving and maintenance.

These plans place Generative Bionics in direct competition with a growing list of humanoid projects worldwide, including companies funded by major tech and automotive players. The Italian startup is betting that two decades of research and a strong local engineering base can offset the scale advantages of larger rivals.

Why Tether is pouring stablecoin profits into humanoid robots

Tether’s backing of Generative Bionics is not an isolated bet. It fits into a broader strategy where the company channels interest income and excess reserves from its $130+ billion stablecoin operation into frontier technologies that it believes can strengthen global infrastructure.

In public statements, CEO Paolo Ardoino has repeatedly said that Tether wants to support projects that expand human potential and reduce dependence on centralized technology gatekeepers. That philosophy has already led the firm into areas such as energy, high‑performance computing, brain-computer interfaces and, more recently, consumer health and AI.

The firm has, for instance, backed Blackrock Neurotech, a brain-computer interface company, and partnered with Northern Data and Rumble on a global GPU network intended to power open and privacy‑respecting AI models. Alongside that, Tether has taken stakes in media and agricultural technology ventures, as well as regional crypto platforms like Orionx in Latin America.

Humanoid robotics fits into what Tether describes as investments in “resilient global infrastructure”, spanning finance, energy, data, education and “evolution”. In this framing, humanoids are seen as part of the evolution layer, where advanced AI meets physical hardware to perform work in the real world.

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Ardoino has gone further by hinting at a future where robots might interact directly with programmable money. In social media posts related to the Generative Bionics deal, he shared footage of humanoid robots accepting crypto payments and argued that the future of robotics could involve AI agents using bitcoin, USDT and self‑custodial wallets to transact without traditional banking intermediaries.

A crowded humanoid robotics market with long‑term expectations

The timing of Tether’s move reflects a period of intense investor interest in humanoid robotics worldwide. 2025 saw major funding rounds in the sector, with Figure AI reportedly raising hundreds of millions of dollars at multibillion‑dollar valuations and other firms such as Bedrock Robotics also securing sizeable checks.

Financial institutions have started to take notice as well. In April, a humanoid robotics ETF filing by Roundhill Investments highlighted growing expectations that humanoid systems could one day address labor shortages, especially in logistics and manufacturing. Analyst notes from banks like Morgan Stanley have floated scenarios where the market could grow to several trillion dollars by mid‑century, depending on adoption rates and technical progress.

Generative Bionics positions itself within this wave as a European alternative rooted in long‑running research and a strong link to public‑sector institutions. Tether’s involvement potentially gives the startup extra visibility in crypto and fintech circles, and may help it plug into new funding sources should the company seek additional capital as it scales.

For now, though, the humanoid industry remains largely pre‑commercial. Most companies, including Generative Bionics, are still in the transition phase from prototypes and pilots to full‑blown deployments. Whether the sector can meet the ambitious revenue and market‑size projections being discussed in analyst reports will depend on how reliable, affordable and safe these robots prove to be in everyday use.

Against this backdrop, Tether’s bet on humanoid robots underscores how far the stablecoin issuer has moved beyond digital plumbing. By reinvesting stablecoin profits into humanoid robotics, AI computing and brain-computer interfaces, the company is trying to position itself as an enabler of both virtual and physical infrastructure, even as its core business remains issuing USDT and maintaining its reserve portfolio.