U.S. tech giants are betting big on humanoid robots — but China's already ahead, analysts say

In this article TSLA Follow your favorite stocks CREATE FREE ACCOUNT Unitree's G1 robot at the Mobile World Congress 2025 in Barcelona, Spain, on March 6, 2025. Nurphoto | Nurphoto | Getty Images American tech giants like Tesla and Nvidia are racing to develop humanoid robots, stressing their importance to the future economy. But analysts warn they are already at risk of losing out to China. So-called humanoid robots — artificial intelligence-powered machines designed to resemble humans in appearance and movement — are expected to provide a range of use cases, such as filling industrial and service sector jobs. Investor excitement surrounding the robots has been mounting amid increased mentions from tech leaders like Nvidia's Jensen Huang, who ushered in "the age of generalist robotics" earlier this month when announcing a new portfolio of technologies for humanoid robot development. In the manufacturing of the robots themselves, Tesla's humanoid robot project, Optimus, appears to be ... Read full article.