The Belt 
Unitree listed on the Shanghai Stock Exchange on 19 August at RMB 150.8 per share. Within days its market capitalisation passed RMB 440 billion, more than six times the issue price. Then it fell, at one point below RMB 170 billion. By the close on 2 November it had recovered to RMB 267.8 billion, at … Read more
On 28 October President Trump signed a proclamation finding that imported robots and industrial machinery threaten US national security. He did not impose a tariff. He directed the Commerce Department, led by Howard Lutnick, and the Trade Representative Jamieson Greer to negotiate with trading partners for 180 days, with duties, quotas or other measures held … Read more
Agility Robotics confirmed on 30 October that it will raise about USD 465 million through a SPAC merger and begin trading on Nasdaq on 5 November under the ticker AGLT, at a valuation of roughly USD 2.5 billion. It will be the only listed pure humanoid company in the United States with an active commercial … Read more
Dong Hao is an unusual figure in Chinese embodied intelligence. Most people know him as the Peking University doctoral supervisor who took the post at 29, or as the chief scientist now leading household robotics at Qiyuan. Fewer know that he spent three years running a hardware startup before his doctorate, living in an eight-bed … Read more
A code completion task returns 8. Add a few irrelevant tokens to the front of the same prompt and the same model returns 32. ByteDance’s Seed team documented the pattern in late September, and the follow-up question is whether it still reproduces on the shipping model. The phenomenon is real, the cause is architectural, and … Read more
The global cleaning robot market is still growing at a double-digit rate, and the two Chinese leaders reported the same quarter with opposite outcomes. IDC put second-quarter global shipments of home cleaning robots at about 11.205 million units, up 21.5 per cent, with robot vacuums alone at 7.885 million units, up 22 per cent. Roborock, … Read more
Landian Intelligent has disclosed a contract with Wuhan Chuxin New Energy worth RMB 258 million for the phase-two warehouse and logistics equipment at a battery plant in Wuhan. The company said the deal falls within ordinary course of business and is expected to contribute to its 2027 results rather than the current year. The order … Read more
Walk through any Chinese technology trade show and the crowd is around the full-size humanoids. The units that are actually reaching consumers, however, are small enough to sit next to a monitor. Desktop robots have become a quiet side line for embodied AI companies, and the category is defined loosely: an embodied system, a desk … Read more
The robotics company that has raised the most money in Chinese food service this year does not make a humanoid. It makes a coffee kiosk. XBOT has closed two consecutive rounds, an A round above RMB 200 million and a B round near RMB 400 million, a record for vertical food-service robotics in China. The … Read more
While the humanoid industry argues about when the technology will be deployable, a parallel business has already formed downstream and is growing faster than the builders themselves. It rents robots by the day, the week or the event. Ask a so-called robotics company whether it is still hiring test engineers and the answer increasingly comes … Read more