Circus SE to Acquire AI Agent Company FullyAI to Revolutionize Human-AI Interaction
Circus SE has announced plans to acquire FullyAI, a leading European Agentic AI company whose clients include Meta Platforms and Ford Motor Company. The acquisition aims to integrate FullyAI's autonomous AI Agent technology with Circus' Physical AI applications, particularly its CA-1 food-service robot.
FullyAI specializes in developing AI Agents that guide users through complex service processes, representing the next evolution beyond traditional AI models like ChatGPT. The integration is expected to enhance human-AI interactions in labor-intensive industries.
The deal aligns with Circus' recent announcement of global mass production for its CA-1 robotics system. The company currently has a backlog of over 8,600 units from international clients, representing potential annual recurring software revenues of EUR 1.1 billion. The acquisition could further expand Circus' recurring software and AI revenues.
Circus SE ha annunciato l'intenzione di acquisire FullyAI, una delle principali aziende europee nel campo dell'AI agentica, i cui clienti includono Meta Platforms e Ford Motor Company. L'acquisizione mira a integrare la tecnologia degli agenti AI autonomi di FullyAI con le applicazioni di AI fisica di Circus, in particolare il suo robot per il servizio alimentare CA-1.
FullyAI è specializzata nello sviluppo di agenti AI che guidano gli utenti attraverso processi di servizio complessi, rappresentando la prossima evoluzione rispetto ai modelli AI tradizionali come ChatGPT. Si prevede che l'integrazione migliori le interazioni tra umani e AI in settori lavorativi intensivi.
L'accordo è in linea con l'annuncio recente di Circus riguardo la produzione globale su larga scala del suo sistema robotico CA-1. Attualmente, l'azienda ha un arretrato di oltre 8.600 unità da clienti internazionali, che rappresentano potenziali ricavi annuali ricorrenti da software di 1,1 miliardi di EUR. L'acquisizione potrebbe ulteriormente espandere i ricavi ricorrenti di software e AI di Circus.
Circus SE ha anunciado planes para adquirir FullyAI, una destacada empresa europea de AI Agente, cuyos clientes incluyen a Meta Platforms y Ford Motor Company. La adquisición tiene como objetivo integrar la tecnología de agentes AI autónomos de FullyAI con las aplicaciones de AI física de Circus, especialmente su robot de servicio de alimentos CA-1.
FullyAI se especializa en el desarrollo de agentes de IA que guían a los usuarios a través de procesos de servicio complejos, representando la próxima evolución más allá de los modelos de IA tradicionales como ChatGPT. Se espera que la integración mejore las interacciones entre humanos y AI en industrias que requieren mucha mano de obra.
El acuerdo se alinea con el reciente anuncio de Circus sobre la producción masiva global de su sistema robótico CA-1. Actualmente, la empresa tiene un retraso de más de 8,600 unidades de clientes internacionales, lo que representa potenciales ingresos anuales recurrentes de 1.1 mil millones de EUR. La adquisición podría expandir aún más los ingresos recurrentes de software y AI de Circus.
Circus SE는 FullyAI, 메타 플랫폼과 포드 모터 컴퍼니가 고객인 유럽의 선도적인 에이전틱 AI 회사 인수를 계획하고 있다고 발표했습니다. 이번 인수는 FullyAI의 자율적 AI 에이전트 기술을 Circus의 물리적 AI 애플리케이션, 특히 CA-1 음식 서비스 로봇과 통합하는 것을 목표로 하고 있습니다.
FullyAI는 사용자들이 복잡한 서비스 과정을 매끄럽게 진행하도록 돕는 AI 에이전트 개발에 전문화되어 있으며, 이는 ChatGPT와 같은 전통적 AI 모델을 넘어선 다음 진화를 나타냅니다. 통합은 노동 집약적인 산업에서 인간과 AI 간의 상호작용을 향상시킬 것으로 기대됩니다.
이번 거래는 Circus의 CA-1 로봇 시스템의 전 세계 대량 생산 발표와 일치합니다. 현재 이 회사는 국제 고객으로부터 8,600개 이상의 백로그를 보유하고 있으며, 이는 11억 유로의 연간 반복 소프트웨어 수익 가능성을 나타냅니다. 인수는 Circus의 반복 소프트웨어 및 AI 수익을 더욱 확장시킬 수 있습니다.
Circus SE a annoncé son intention d'acquérir FullyAI, une entreprise européenne de premier plan en intelligence artificielle agentique, dont les clients incluent Meta Platforms et Ford Motor Company. L'acquisition vise à intégrer la technologie d'agent AI autonome de FullyAI avec les applications d'IA physique de Circus, en particulier son robot de service alimentaire CA-1.
FullyAI est spécialisée dans le développement d'agents AI qui guident les utilisateurs à travers des processus de service complexes, représentant la prochaine étape au-delà des modèles d'IA traditionnels comme ChatGPT. L'intégration devrait améliorer les interactions entre humains et IA dans les secteurs de travail intensif.
L'accord s'inscrit dans le cadre de l'annonce récente de Circus concernant la production mondiale en masse de son système robotique CA-1. L'entreprise a actuellement un retard de plus de 8 600 unités provenant de clients internationaux, ce qui représente un potentiel de revenus annuels récurrents en logiciels de 1,1 milliard d'EUR. L'acquisition pourrait encore élargir les revenus récurrents en logiciels et en IA de Circus.
Circus SE hat Pläne angekündigt, FullyAI zu erwerben, ein führendes europäisches Unternehmen für agentische KI, dessen Kunden Meta Platforms und Ford Motor Company sind. Der Erwerb zielt darauf ab, die autonome KI-Agent-Technologie von FullyAI mit den physischen KI-Anwendungen von Circus, insbesondere dem Speisenserviceroboter CA-1, zu integrieren.
FullyAI hat sich auf die Entwicklung von KI-Agenten spezialisiert, die Benutzer durch komplexe Dienstleistungsprozesse führen, was die nächste Entwicklung über traditionelle KI-Modelle wie ChatGPT hinaus darstellt. Die Integration wird voraussichtlich die Interaktionen zwischen Mensch und KI in arbeitsintensiven Branchen verbessern.
Der Deal steht im Einklang mit der jüngsten Ankündigung von Circus über die weltweite Massenproduktion seines CA-1-Robotersystems. Das Unternehmen hat derzeit einen Auftragsbestand von über 8.600 Einheiten von internationalen Kunden, was potenzielle jährliche wiederkehrende Software-Einnahmen von 1,1 Milliarden EUR darstellt. Die Übernahme könnte die wiederkehrenden Software- und KI-Einnahmen von Circus weiter ausbauen.
- Acquisition of established AI company with major clients (Meta, Ford)
- Potential to expand recurring software and AI revenues
- Existing backlog of 8,600 units worth EUR 1.1 billion in potential annual recurring revenue
- Strategic expansion into next-generation AI technology
- Integration risks with existing technology stack
- Acquisition costs and terms not disclosed
Insights
This acquisition marks a strategic positioning in the evolving AI landscape, particularly in the physical AI and autonomous agents sector. FullyAI's existing relationships with Meta and Ford validate its technological capabilities and market position. The integration with Circus' CA-1 robot platform could create a powerful synergy in human-AI interaction capabilities, potentially disrupting the service robotics market.
The deal's implications for Meta are significant - as a current FullyAI customer, Meta gains indirect access to Circus' physical AI implementations, which could complement its metaverse ambitions. The
The acquisition represents a significant market consolidation in the emerging Agentic AI space. The deal's timing is strategic, coming as the industry transitions from generative AI to autonomous agents. The combination of FullyAI's agent technology with Circus' physical robotics creates a unique value proposition in labor-intensive sectors like food service.
Key metrics worth noting:
- Circus' substantial backlog of 8,600 units indicates strong market validation
- The
€1.1 billion potential recurring revenue stream suggests a robust business model - Meta's involvement as a customer adds credibility to FullyAI's technology stack
From Meta's perspective as a FullyAI customer, this acquisition could impact its AI development costs and capabilities. While Meta's massive
The recurring revenue model highlighted by Circus'
- FullyAI is considered a leading player in the field of Agentic AI, a key future area of AI development, and counts Meta among its customers
- AI Agents developed by FullyAI offer hybrid interfaces designed to guide users through complex decision-making processes and execute tasks autonomously
- Circus will enhance human-AI interactions in labor-intensive industries by integrating FullyAI into its ecosystem, starting with its Physical AI food-service robot, CA-1
AI Agents mark the next major wave in AI development following the growth of established AI models like ChatGPT or LLaMA. While Generative AI models focus on data analysis and predictions, AI Agents operate autonomously within their environment. AI Agents perform tasks independently by perceiving their environment, making decisions, and executing actions. With the acquisition of FullyAI, Circus positions itself as one of the pioneers in this field.
FullyAI is renowned for its AI Agents that seamlessly guide users through complex service processes to create meaningful human-AI interactions in the physical world. With this acquisition, Circus aims to integrate FullyAI’s innovative technology into its proprietary stack of Physical AI applications, such as the CA-1, to unlock a completely new and unparalleled level of interaction between humans and autonomous robots, further cementing its position as a pioneer in AI-powered solutions for labor-intensive industries such as food-service.
“The intended acquisition represents the perfect synergy between FullyAI’s advanced technology and our Physical AI applications,” said Nikolas Bullwinkel, CEO of Circus SE. “Integrating FullyAI can further elevate our technology stack to a new level of human-AI interaction. We are proud to welcome the FullyAI talents to Circus upon closing of the transaction and continue the partnership with Meta as a global leader in AI.”
Minh Dao, Founder and CEO of FullyAI, added: “Human-AI interaction goes beyond conversations; it’s about physically extending human capabilities. The synergy between Circus CA-1 and FullyAI technology is about making AI serve humans – quite literally.”
This intended acquisition underscores Circus’ commitment to the AI era and follows the recent announcement of global mass production for its CA-1 robotics-based Physical AI system, set to roll out starting this year. With a backlog of over 8,600 units from international clients, representing
About FullyAI
FullyAI is a leading company in Agentic AI, specializing in the development of AI agents that enhance human-AI interaction. With customers like Meta and Ford, FullyAI has built a strong reputation for delivering cutting-edge solutions that guide users through complex decision-making processes and execute tasks seamlessly. By combining advanced AI technologies with a focus on intuitive user experiences, FullyAI is redefining how AI integrates into daily operations and service-oriented industries. Their solutions empower businesses to unlock new efficiencies, improve customer engagement, and revolutionize real-world applications of AI. More information at: www.gofully.ai
About Circus SE
Circus SE (XETRA: CA1) is a global leader in Physical AI applications, driving innovation and autonomy in labor-intensive industries. With its flagship product, the CA-1 robot, Circus pioneers Physical AI applications that integrate advanced technology into real-world operations, transforming the food-service industry. By combining state-of-the-art robotics, AI-driven software, and a commitment to solving global challenges, Circus is shaping the future of autonomy and redefining human-AI collaboration. Headquartered in
| Language: | English | |
| Company: | Circus SE | |
| Hongkongstrasse 6 | ||
| 20457 |
||
| E-mail: | ir@circus-group.com | |
| Internet: | https://www.circus-group.com/for-investors | |
| ISIN: | DE000A2YN355 | |
| WKN: | A2YN35 | |
| Listed: | Regulated Unofficial Market in |
View source version on businesswire.com: https://www.businesswire.com/news/home/20250112914270/en/
Circus SE
Hongkongstrasse 6
20457
press@circus-group.com
Investor Relations Contact:
Maximilian Hartweg
VP Corporate Strategy & Affairs
ir@circus-group.com
Source: Circus SE
FAQ
What is the potential revenue impact of Circus SE's acquisition of FullyAI?
How will FullyAI's technology integrate with Circus SE's CA-1 robot?
Who are FullyAI's major existing customers?
When will Circus SE begin global mass production of its CA-1 robotics system?
How does FullyAI's technology differ from traditional AI models like ChatGPT?
