US & China robotics · a cited record
Where AI meets the physical world.
1,056 news records · 83 companies · 64 policy actions — every record is cited; primary sources preferred.
Kazakhstan's Nero Group and China's UBTECH said at the Kazakhstan-China Investment Forum in Almaty that a project to localize robot production, research and programming has begun in a special economic zone, with an initial investment of nearly $440 million. Educational robot production is due to start in October, targeting about 30 Almat…
The FDA published draft guidance on the nonclinical testing, clinical evidence and labeling it expects in premarket submissions for robotically assis…
Agility Robotics CEO Jonathan Hurst told The Robot Report the company is exploring a range of designs, including wheels, for different operating envi…
The IFR's World Robotics 2026 report puts the global operating stock of industrial robots at a record 5 million, after 2025 installations rose 11% to…
The manufacturing-scale half of the thesis: China now installs more industrial robots each year than the rest of the world combined, while US installations have stayed between 31,000 and 40,000 a year since 2016 (38,400 in 2025). Dashed = IFR outlook. Metric-by-metric comparison on US vs China.
Pure-play robotics only — most recent disclosed post-money or comparable.
Diversified primes & industrial incumbents (e.g. Anduril, FANUC, Yaskawa) excluded — their valuations span well beyond robotics. Toggle “All” to include them. Source: Companies.
China captured over 80% of global humanoid robot installations in 2025 (~16,000 units worldwide). Unitree shipped 5,500+ units and targets 20,000 in 2026; UBTECH became the first…
The bet that one large model can drive many robot bodies is now well-funded: Skild AI raised $1.4B at a $14B+ valuation in January 2026; Physical Intelligence open-sourced its π0…
1X opened consumer preorders for NEO at $20,000 in April 2026 — the first humanoid priced for households. China's Unitree priced its G1 at $16,000, putting downward pressure on th…
DoD Replicator initiative committed $1B to fielding thousands of attritable autonomous systems within 18–24 months. Anduril ($14B valuation) and Shield AI ($5.3B) are the marquee…
After years of demos, 2025–2026 saw the first contracted commercial deployments. Figure at BMW Spartanburg (sheet metal). Agility at Amazon, GXO, and Toyota Motor Manufacturing Ca…
The July 2025 AI Action Plan and August 2026 National Security Science and Technology Strategy give federal AI, manufacturing, research, and security priorities, but neither is a…
Every number above is tracked and cited on the US vs China scoreboard, where each “edge” call is marked as an editorial judgment on sourced data rather than a score.