Oh my god! Sci-fi movie becomes reality in China! ⬆️: 🇺🇸sci-fi films Real Steel, 2011 ⬇️: 🇨🇳ENGINEAI T800 humanoid robot, 2025 China is turning the silver-screen fantasy into tangible technology in just a decade.

ORIGIN | Where Legends Begin #URKL #EngineAI #AI #technology

I recently read SVRC Research’s April 2026 “State of Robotics” report, and it reinforced many of the long-term themes I’ve been following in humanoid robotics and embodied AI. The report identifies several companies leading the U.S. robotics race, including Figure AI, Agility Robotics $CCXI , Apptronik, Tesla, Boston Dynamics, Physical Intelligence $PI , 1X Technologies, Amazon Robotics, Covariant, and Skild AI. One of the biggest takeaways is that the U.S. remains the global leader in AI models, robot intelligence, embodied AI, and autonomous driving software. The next generation of robots won’t simply follow pre-programmed instructions—they’ll be able to understand, learn, and adapt to real-world environments using foundation models. That said, China still has meaningful advantages in manufacturing scale, supply chains, and cost-efficient production. Winning the robotics race will require more than great AI—it will also require the ability to manufacture and deploy millions of robots at commercial scale. The report also highlights several challenges for the U.S., including dependence on rare earth materials, precision actuators, harmonic drives, reducers, and high-performance motors sourced largely from Asia and Europe. Manufacturing capacity, real-world data collection, and regulation remain additional hurdles before humanoid robots can be deployed at scale. With so many well-funded startups competing, SVRC expects the industry to begin consolidating, with mergers and acquisitions likely starting in 2027 as larger technology companies seek to strengthen their robotics capabilities. The first wave of adoption is expected in warehouses, logistics, manufacturing, automotive production, healthcare, retail, and industrial inspection, where labor shortages and repetitive work provide the strongest economic incentives. While many of today’s humanoid leaders remain private, I believe investors should also pay attention to the companies building the ecosystem around them. Potential beneficiaries include: • $NVDA – AI chips, robotics software, Isaac platform, and simulation. • $TSLA – Optimus humanoid robot and AI. • $AMZN – Warehouse automation and robotics deployment. • $GOOGL – AI research and robotics through DeepMind. • Symbotic $SYM – AI warehouse automation. • Teradyne $TER – Owner of Universal Robots and collaborative robotics. • ABB $ABB – Industrial robotics and factory automation. • Rockwell Automation $ROK – Smart manufacturing and industrial automation. • Ouster $OUST – LiDAR sensors for autonomous robots. • Cognex $CGNX – Machine vision systems used in robotics. • Ambarella $AMBA – Edge AI processors for robots and autonomous systems. • Serve Robotics $SERV – Autonomous delivery robots. • Micron Technology $MU)– Memory powering AI inference. • Corning $GLW – Advanced materials and optical technologies. • ON Semiconductor $ON – Power chips and sensors. • NXP Semiconductors $NXPI – Embedded processors and motor control. • Analog Devices $ADI – Precision sensing and motion control. • Texas Instruments $TXN – Analog chips and embedded processing. • TE Connectivity $TEL – Connectors and sensors. • Aptiv $APTV – Electrical architecture and autonomous technologies. • $HON – Industrial automation and robotics solutions. On the private side, I’m especially bullish on Figure AI, Agility Robotics, Apptronik, Physical Intelligence, and Skild AI. Meanwhile, China continues to produce strong competitors like Unitree Robotics, UBTech Robotics, AgiBot, and EngineAI. To me, humanoid robotics is becoming the next major technology platform. Just as AI infrastructure created winners across semiconductors, networking, cloud computing, and power, robotics could unlock opportunities across chips, sensors, batteries, software, machine vision, industrial automation, and advanced manufacturing. This is shaping up to be one of the defining technology races of the next decade. roboticscenter.ai/state-of-r…

China’s DEEP Robotics Is Emerging from Unitree’s Shadow China’s DR02 could be the world’s toughest humanoid robot. Hangzhou-based DEEP Robotics, known for its industrial robodogs, is developing the walking tank for environments that humans can’t endure. The startup is racing toward an IPO alongside the nearby robotics leader Unitree. Though its competitor is the much larger and more visible robot manufacturer, DEEP Robotics arguably has a stronger footing in the industrial sector. Out of the shadows of its flashier rival, it’s preparing an AI-powered machine built for the impossible. The industrial battlefield is about to get a lot more interesting. DEEP Robotics launched in November 2017 in Hangzhou as a spinout of Zhejiang University. Its co-founders, Zhu Quiguo and Li Chao, both hold doctorates from the elite institution that’s similar in stature to the University of Michigan. The company’s Chinese name is Hangzhou Yunshenchu Technology, which roughly translates to Deep in the Clouds. It belongs to a collective nicknamed Hangzhou’s Six Little Dragons alongside the AI disruptor DeepSeek, Game Science (the developer of the popular video game Black Myth Wukong), the brain-computer interface maker BrainCo, the Autodesk rival Manycore Tech, and Unitree Robotics. A few months after its founding, DEEP Robotics launched its first-generation Jueying quadruped, named after Cao Cao’s legendary horse from the Three Kingdoms period nearly 1,800 years ago. DEEP Robotics used many of its breakthroughs in quadrupeds as the foundation for its move into humanoid robotics. It introduced its first humanoid, the DR01, at the 2024 World Robot Conference (WRC) in Beijing. Its development began in 2023 as the Chinese government set a national goal to mass manufacture humanoids by 2025 and to lead the market by 2027. DEEP Robotics earned Little Giant status from Beijing in 2024, which gave it access to state-backed financing and tax incentives. To date, the startup has raised at least $140 million from a mix of Chinese financial institutions and state-affiliated funds. It’s one of a growing number of Chinese robotics firms heading toward an initial public offering alongside Unitree, Shanghai’s Agibot, Beijing’s Galbot, and the Shenzhen companies EngineAI, Pudu Robotics, and Leju Robot, among others. It’s expected to join Unitree on the tech-heavy Shanghai STAR Market after its application was approved in May 2026. It plans to raise $347 million for a valuation around $2 billion. It’s reported strong growth, with revenue rising from around $7 million in 2023 to $47 million in 2025.

#China's #robot exports reached nearly 20 billion yuan (about $2.94 billion) in the first five months of 2026, with over 10 million units shipped to more than 150 countries, customs data showed July 5. The EU and ASEAN led as the top destinations for Chinese robots. 📷: EngineAI

6. China 🇨🇳 China's EngineAI has announced their humanoid robot, and it's officially on sale. This robot can dance like, Axe Gang.

Çin'in Shenzhen şehrinde EngineAI T800 insansı robotu, özel güvenlik ekipleriyle birlikte sokak devriyesine çıktı.

This is the T800 from EngineAI. The company is Chinese, but they and this American team are doing robot combat.

We all know T-800 from EngineAI would destroy Optimus in the blink of an eye. Lol. But, I rather see Groktimus win! 😏

Shenzhen tech takes the spotlight at #CES2026 🤖 Shenzhen-based robotics company EngineAI (众擎) showcased its new humanoid robot T800 at CES 2026 in Las Vegas, U.S., performing remarkably lifelike warm-up movements. With 350 Shenzhen companies on display, innovation from China is making waves on the global stage. @CES @engineairobot @Robo_Tuo @tphuang @Kanthan2030 @TaylorOgan @AmbXieFeng @ChineseEmbinUS @CGMeifangZhang

El nuevo robot humanoide T800 de EngineAI se ha rebelado violentamente contra sus creadores. T800: "Cualquiera que diga que mis movimientos de boxeo son obra de la IA debería experimentar lo mismo". ¿Te atreves a decir eso?😀#China

🇨🇳 China’s EngineAI T800 Humanoid Robot Flexes Impressive Moves EngineAI T800, a 173cm tall general purpose humanoid robot from China. It showcases advanced agility, balance, and dynamic performance with powerful kicks, spins, and fluid movements that look strikingly human. #EngineAI #T800 #HumanoidRobot #ChineseRobotics #ChinaTech #Robot #AI #EmbodiedAI #ChinaInnovation