Moore Threads, the Chinese GPU designer that listed on Shanghai’s STAR Market in December 2025, plans a secondary offering in Hong Kong less than a year later. The company disclosed the plan alongside first-half results showing revenue of 1.736 billion yuan, up 147 per cent year on year. Moore Threads is pitching its KUAE ten-thousand-card … Read more
X Square Robot has open-sourced HOST, a framework that lets a robot watch one short video of a human performing a task and learn to replicate it, without retraining the model. In tests, a single 29-second demonstration video yielded a 62 per cent success rate on novel skills, using only one-fiftieth of the data and … Read more
Four desktop arms and two wheeled robots spent 15 hours assembling a 3.5-metre Great Wall from 82,000 micro building blocks at WAIC 2026. The team behind it, Force Machina, used the demonstration to prove something less visible but more important: a complete system that can run fine manipulation, error recovery and multi-robot coordination continuously for … Read more
Arm China has bet its entire product roadmap on AI. At WAIC 2026 this month, the company unveiled upgrades across all four of its IP lines, NPU, CPU, SPU and VPU, alongside three newly formalised business tracks covering Edge AI, Physical AI and Cloud AI. The strategic pivot was set last year under the “AI … Read more
Two dollars an hour. That is where Roland Berger thinks the running cost of an advanced humanoid robot lands, and it is the number that rewrites where things get made. The consultancy’s new report, Humanoid Robots 2026: The Convergence Moment of a New Market, marks a shift in the question the industry is asking. It … Read more
China registered 116,000 new humanoid robot companies in the first half of 2026. Not units. Companies. The figure comes from the State Administration for Market Regulation, published on 8 August. New humanoid robot registrations rose 9.5 per cent year on year to 116,000. Across the eight emerging industries and nine future industries the government tracks, … Read more
Elon Musk wants to put AI data centres in orbit. A Chinese energy company has already put one in the Gobi desert, and it is running on 100 per cent green power today. SpaceX raised 75 billion dollars in its listing, a record for a first round, and by the third trading day it had … Read more
Musk approved the third-generation Optimus at the end of June, with a supply target of 1,000 units a week in September and 100,000 sets of parts a year, even as Chinese rivals pull ahead on volume.
A robot ETF jumped 6.68 per cent as Beijing confirmed China makes 8 of every 10 humanoid and quadruped robots sold globally. Unitree’s IPO and surging revenue show the commercial era has arrived.
A new Roland Berger report argues the humanoid debate has shifted from ‘is it a bubble’ to ‘who grabs the position first’, with China’s deploy-first route building scale and real-world data fastest.