Jensen Huang: The Chip Industry Must Grow 5–10× to Feed 100 Billion AI Agents

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In a recent Bloomberg interview, NVIDIA chief executive Jensen Huang said the semiconductor industry will need to grow roughly 5 to 10 times over the next decade to support the next wave of computing. The bet rests on who — and what — will be using computers. “In the future we will have AI agents … Read more

BYD Confirms a Humanoid Robot Debut for August

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BYD has officially confirmed it plans to unveil a humanoid robot in August at Di Space, its brand experience hall. The confirmation, carried by Cailian Press on 28 July, follows a teaser poster at Di Space reading: “Early August — a new friend wants to meet you.” BYD executive vice-president Li Ke has said the … Read more

Leju’s Shenzhen-Backed Venture Opens a 10,000-Unit Humanoid Robot Factory

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A joint venture between Shenzhen’s Leju Robotics and Guangdong Dongfang Precision has opened a humanoid-robot mass-production factory in Foshan with an annual capacity of 10,000 units — one of China’s first scaled humanoid lines to move from demo to industrial base. The hard part of mass production is not speed. “It is not about making … Read more

One Year Old, RMB 20 Billion: Sudo Tech’s ‘Atomic Skills’ Bet

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At WAIC 2026 in Shanghai, China’s embodied-AI zone was full of robots making coffee, taking photos and dancing. Sudo Tech’s booth drew crowds for the opposite reason: its robots quietly did unglamorous things — grasping objects, wrapping items in cloth with two hands, inserting parts into matching holes — with conspicuous stability, success rates and … Read more

Faraday Future’s Robot Pivot: The Numbers Don’t Add Up

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After 12 years and roughly $3.2 billion in cumulative funding (per Tracxn data), Faraday Future has delivered fewer than 20 vehicles. Now the Jia Yueting-led company is abandoning the EV label altogether: an August shareholder meeting will vote on a renaming that rebrands FF as a “physical AI ecosystem company,” with humanoid and embodied-AI robots … Read more

China’s Dexterous-Hand Gold Rush: RMB 25 Billion in Six Months

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In 2025, capital chased complete humanoid robots — a walking, talking demo unit could raise hundreds of millions. In 2026, the money has pivoted to a single component: the dexterous hand, what the industry calls the “last millimetre” of robot-world interaction. The numbers are stark. According to IT Juzi data cited by OFweek, China’s dexterous-hand … Read more

The World’s First Robot 6S Store Turns One — Now There Are 20

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A year ago, the world’s first robot “6S store” opened in Shenzhen’s Longgang district with only a handful of machines on the floor. On July 28, it celebrated its first anniversary by announcing nine commercialised application scenarios, a multi-channel digital sales system — and a national footprint of more than 20 stores. The 6S concept … Read more

Dobot’s ‘Living’ Dinosaurs: Embodied AI Lands in Shenzhen’s New Museum

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The Shenzhen Natural History Museum — the largest comprehensive natural history museum in South China — opened its doors on July 28, displaying 7,461 rare specimens across eight themed halls that trace 4.6 billion years of life on Earth. But the exhibits everyone talked about on opening day weren’t fossils. Among thousands of static displays, … Read more

NVIDIA’s GR00T Reference Humanoid Runs on a Chinese Dexterous Hand

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When NVIDIA unveiled its Isaac GR00T reference humanoid at GTC Taipei during ICRA 2026, the industry noted the obvious choices: a Unitree H2 Plus body, Jetson Thor onboard compute, and the open-source Isaac GR00T model as the brain. But the component that drew the sharpest questions was the one few had heard of: the hands. … Read more