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Asolica > Blog > Business > Silicon Valley summit provides uncommon perception into humanoid robots—and China is the clear winner | Fortune
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Silicon Valley summit provides uncommon perception into humanoid robots—and China is the clear winner | Fortune

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Last updated: December 29, 2025 10:02 pm
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2 months ago
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Silicon Valley summit provides uncommon perception into humanoid robots—and China is the clear winner | Fortune
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Robots have lengthy been seen as a foul wager for Silicon Valley buyers — too difficult, capital-intensive and “boring, honestly,” says enterprise capitalist Modar Alaoui.

However the industrial growth in synthetic intelligence has lit a spark below long-simmering visions to construct humanoid robots that may transfer their mechanical our bodies like people and do issues that folks do.

Alaoui, founding father of the Humanoids Summit, gathered greater than 2,000 folks this week, together with high robotics engineers from Disney, Google and dozens of startups, to showcase their know-how and debate what it would take to speed up a nascent trade.

Alaoui says many researchers now imagine humanoids or another type of bodily embodiment of AI are “going to become the norm.”

“The question is really just how long it will take,” he mentioned.

Disney’s contribution to the sphere, a strolling robotic model of “Frozen” character Olaf, will likely be roaming by itself via Disneyland theme parks in Hong Kong and Paris early subsequent 12 months. Entertaining and extremely advanced robots that resemble a human — or a snowman — are already right here, however the timeline for “general purpose” robots which can be a productive member of a office or family is farther away.

Even at a convention designed to construct enthusiasm for the know-how, held at a Laptop Historical past Museum that’s a temple to Silicon Valley’s earlier breakthroughs, skepticism remained excessive that really humanlike robots will take root anytime quickly.

“The humanoid space has a very, very big hill to climb,” mentioned Cosima du Pasquier, co-founder of Haptica Robotics, which works to provide robots a way of contact. “There’s a lot of research that still needs to be solved.”

The Stanford College postdoctoral researcher got here to the convention in Mountain View, California, only a week after incorporating her startup.

“The first customers are really the people here,” she mentioned.

Researchers on the consultancy McKinsey & Firm have counted about 50 firms world wide which have raised a minimum of $100 million to develop humanoids, led by about 20 in China and 15 in North America.

China is main partially because of authorities incentives for part manufacturing and robotic adoption and a mandate final 12 months “to have a humanoid ecosystem established by 2025,” mentioned McKinsey associate Ani Kelkar. Shows by Chinese language companies dominated the expo part of this week’s summit, held Thursday and Friday. The convention’s most prevalent humanoids had been these made by China’s Unitree, partially as a result of researchers within the U.S. purchase the comparatively low-cost mannequin to check their very own software program.

Within the U.S., the appearance of generative AI chatbots like OpenAI’s ChatGPT and Google’s Gemini has jolted the decades-old robotics trade in several methods. Investor pleasure has poured cash into bold startups aiming to construct {hardware} that may carry a bodily presence to the most recent AI.

Nevertheless it’s not simply crossover hype — the identical technical advances that made AI chatbots so good at language have performed a job in educating robots how one can get higher at performing duties. Paired with laptop imaginative and prescient, robots powered by “visual-language” fashions are skilled to find out about their environment.

One of the outstanding skeptics is robotics pioneer Rodney Brooks, a co-founder of Roomba vacuum maker iRobot who wrote in September that “today’s humanoid robots will not learn how to be dexterous despite the hundreds of millions, or perhaps many billions of dollars, being donated by VCs and major tech companies to pay for their training.” Brooks didn’t attend however his essay was ceaselessly talked about.

Additionally lacking was anybody talking for Tesla CEO Elon Musk’s improvement of a humanoid referred to as Optimus, a challenge that the billionaire is designing to be “extremely capable” and bought in excessive volumes. Musk mentioned three years in the past that folks can in all probability purchase an Optimus “within three to five years.”

The convention’s organizer, Alaoui, founder and normal associate of ALM Ventures, beforehand labored on driver consideration programs for the automotive trade and sees parallels between humanoids and the early years of self-driving vehicles.

Close to the doorway to the summit venue, simply blocks from Google’s headquarters, is a museum exhibit exhibiting Google’s bubble-shaped 2014 prototype of a self-driving automotive. Eleven years later, robotaxis operated by Google affiliate Waymo are always plying the streets close by.

Some robots with human components are already being examined in workplaces. Oregon-based Agility Robotics introduced shortly earlier than the convention that it’s bringing its tote-carrying warehouse robotic Digit to a Texas distribution facility run by Mercado Libre, the Latin American e-commerce big. Very similar to the Olaf robotic, it has inverted legs which can be extra birdlike than human.

Industrial robots performing single duties are already commonplace in automotive meeting and different manufacturing. They work with a stage of velocity and precision that’s troublesome for immediately’s humanoids — or people themselves — to match.

The top of a robotics commerce group based in 1974 is now lobbying the U.S. authorities to develop a stronger nationwide technique to advance the event of homegrown robots, be they humanoids or in any other case.

“We have a lot of strong technology, we have the AI expertise here in the U.S.,” mentioned Jeff Burnstein, president of the Affiliation for Advancing Automation, after touring the expo. “So I think it remains to be seen who is the ultimate leader in this. But right now, China has certainly a lot more momentum on humanoids.”

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