Mobileye announced it has entered into a definitive agreement to acquire Mentee Robotics Ltd., an AI-first humanoid robotics company, in a deal the companies say will broaden Mobileye’s ambitions beyond automotive autonomy into humanoid robots and “physical AI” systems designed to operate safely and effectively in real-world environments.
Under the terms announced Tuesday, Mobileye expects to pay total consideration of $900 million, subject to certain adjustments. The package includes approximately $612 million in cash and up to about 26.2 million shares of Mobileye Class A common stock, with the final share count subject to adjustment tied to the vesting of Mentee options before closing. The transaction is expected to close in the first quarter of 2026, subject to customary closing conditions.
Mobileye positioned the acquisition as an extension of progress in its automotive business, citing what it described as a current automotive revenue pipeline of $24.5 billion over the next eight years, up more than 40% compared to January 2023. The company said its autonomy stack has evolved in recent years beyond goal-driven navigation toward more context-aware and intent-aware reasoning, which it views as a foundation for general-purpose robots intended to work productively alongside humans under stringent safety requirements.
Mentee, founded four years ago, said it has developed and prototyped a cost-efficient humanoid platform aimed at scalable deployment. The company’s approach centers on an AI architecture built around human-to-robot mentoring, few-shot learning, and simulation-first training, with the goal of enabling robots to learn new skills from natural demonstrations and intent cues over time, rather than relying on continuous teleoperation or extensive real-world data collection.
The companies said the acquisition is expected to accelerate Mentee’s go-to-market plans, with first on-site proof-of-concept deployments targeted for 2026. Those deployments are intended to operate autonomously without teleoperation, while series production and commercialization are targeted for 2028.
Mobileye and Mentee also outlined how they see the technical overlap between autonomous driving and humanoid robotics, arguing both require robust perception and world modeling, intent-aware planning, precision control, and decision-making under uncertainty. Mobileye said Mentee’s work in vision-language-action technologies and large-scale simulation with sim-to-real transfer techniques could complement its automotive autonomy development, including by improving generalization in long-tail scenarios and speeding validation cycles.
A major emphasis of the announcement was safety. Mobileye said it plans to apply its safety-first approach from autonomous driving—including its Responsibility-Sensitive Safety (RSS) framework and redundant system architectures—to help define, verify, and enforce safe behavior for humanoid robots operating around people in dynamic environments. The companies said this safety foundation will be important for trust, reliability, and regulatory readiness as humanoids move toward economically viable deployments.
Operationally, Mobileye said Mentee will operate as an independent unit within Mobileye, preserving continuity while gaining access to Mobileye’s AI training infrastructure. The transaction is expected to modestly increase Mobileye’s operating expenses in 2026 by a low-single-digit percentage.
The deal was approved by Mobileye’s board following a recommendation from a strategic transaction committee of independent directors, as well as by Intel Corp., Mobileye’s largest shareholder. Mobileye said Prof. Amnon Shashua, Mobileye’s president and CEO, who is also chairman, co-founder, and a significant shareholder of Mentee, recused himself from the Mobileye board’s consideration and approval of the transaction.
Support: Goldman Sachs is serving as the financial advisor to Mobileye. Erdinast Ben Nathan Toledano and Davis Polk and Wardwell are serving as Israeli and U.S. legal counsel to Mobileye, respectively, while Shibolet & Co. and Paul Hastings are serving as Israeli and U.S. legal counsel to Mentee.
KEY QUOTES:
“Today marks a new chapter for robotics and automotive AI, and the beginning of Mobileye 3.0. By combining Mentee’s breakthroughs in humanoid robotics with Mobileye’s expertise in automotive autonomy and its proven ability to productize advanced AI, we have a unique opportunity to lead the evolution of physical AI across robotics and autonomous vehicles on a global scale.”
Prof. Amnon Shashua, President and CEO, Mobileye
“I am immensely proud of what Mentee’s multidisciplinary team has accomplished in just four years. We set out to build a platform that combines cutting-edge AI with deeply integrated hardware to make humanoid robots truly useful in real-world environments. Joining forces with Mobileye gives us access to unparalleled AI infrastructure and commercialization expertise, accelerating our mission to bring scalable, safe, and cost-effective humanoid solutions to market.”
Prof. Lior Wolf, CEO, Mentee Robotics
