China controls 97% of global humanoid robot shipments, dominating tech race
Chinese manufacturers capture nearly all worldwide shipments of humanoid robots while U.S. investors warn of an impending valuation shakeout in artificial intelligence.
China's humanoid robot manufacturers now account for 97% of global shipments, creating a significant lead over American competitors. Beijing's tech firms and research institutions have invested heavily to develop machines capable of speech, gestures, and decision-making. These robots assist visitors in malls and airports while providing patient care and rehabilitation support in hospitals. Analysts note that this dominance highlights shifting technological power dynamics in the sector. In parallel, venture capital firms are growing more selective about artificial intelligence investments. Experts say investors will demand proof that companies generate genuine productivity rather than merely featuring AI as a marketing tool. Capital may become less available over the next six to 12 months as firms question whether growth is sustainable after sky-high valuations. Some analysts argue the winners will be those using AI to solve expensive problems, such as deploying edge cameras to analyze customer movement patterns.
