Company
Maker of stereo depth cameras and 3D perception software kits, spun out of Intel and later acquired by Cognex.
Cognex is paying about $500 million in cash for the depth-camera business Intel spun out 14 months ago, against a 2026 revenue range the buyer projected, and adding $56.5 million on top to keep the engineers.
Reality
Cognex is putting up around $600 million for RealSense, a business expecting $80 million to $90 million of sales this year, with $106.5 million of the price set aside as retention and stock for 180 employees. The deal should close in the fourth quarter.
Reality
Cognex is buying the depth-camera business Intel spun out last year with cash on hand, and the retention and stock package attached to the deal adds 21% to the $500 million purchase price. Robot builders inherit a new supplier.
Reality
The Intel spinout is selling 14 months after a round valued it at $102 million, and Intel's retained fifth turns into roughly $100 million of Cognex's balance-sheet cash. RealSense guides to $80 million to $90 million of 2026 revenue.
Reality
Isaac ROS 5.0 ships agent-ready documentation, a standalone pick-and-place skill, and a FoundationPose library NVIDIA clocks at up to 5.5x faster. The part with the longest reach is an interface it contributed to ROS Lyrical itself.
Reality