Chinese Humanoid Robots Leaving U.S. Rivals Tesla and Nvidia in the Dust
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China is leading the humanoid robot market, surpassing U.S. competitors like Tesla and Nvidia in shipments and sales. According to Omdia, Chinese firms held five of the top ten spots in 2025, with Shanghai AgiBot Innovation Technology shipping 5,168 units, capturing 40% of the market. The global humanoid robot market is experiencing rapid growth, with shipments expected to reach 13,000 units in 2025. U.S. companies are still in early development stages, with Tesla's Optimus set for mass production in 2026 and Nvidia's Isaac GR00T N1 recently launched.
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