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China Leads in Humanoid Robot Shipments, Despite Lower Valuations

China Leads in Humanoid Robot Shipments, Despite Lower Valuations

Season 2026 Episode 35 Published 5 months, 2 weeks ago
Description

Chinese humanoid startups are deploying robots in factories and malls, while U.S. rivals remain largely in development phases. The growing gap between Chinese deployment scale and U.S. sky-high valuations sets up a critical stress test for who actually wins the humanoid robotics industrial race. U.S. startup Figure commands a valuation of at least $39 billion, versus China's highest-valued private humanoid firm Galbot at $3 billion-plus.

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