In mid-August, the world’s first comprehensive competition for humanoid robots—the 2025 World Humanoid Robot Games—was held in Beijing. During the two-day event, various news items frequently topped the trending charts, adding fuel to the already booming humanoid robot industry. The 100-meter champion’s time was 21.50 seconds, the 400-meter champion’s time was 1 minute 28.03 seconds, … Read more
At the recently concluded 2025 World Robot Conference, a robot from Mianyang, the Youliqi robot, skillfully moved its arms to cook noodles, scoop soup, add ingredients, and season, producing a steaming bowl of authentic Mianyang rice noodles in no time. Almost simultaneously, in a nursing home in Chengdu, the smoothly designed “Mianyang-made” humanoid robot “Kuafu-MY” … Read more
Recently, the All-In Podcast on YouTube released a remote interview with Elon Musk at Tesla’s global engineering headquarters. Musk stated that when the Optimus humanoid robot reaches an annual production of 1 million units, the cost per unit will be around $20,000 to $25,000; by 2025, the third-generation design, Optimus V3, will achieve human-level hand … Read more
Click the blue text to follow us China News Service, Chongqing, September 7 Author: Liang Qinqing With the wild horse’s mane and the white crane’s wings… On September 7, at the 2025 World Intelligent Industry Expo held in Chongqing, a humanoid robot nearly 1.7 meters tall and weighing close to 70 kilograms accurately demonstrated Tai … Read more
Intelligent Patrol, Precise Delivery Latte Art Coffee Playing Chess with You Can Also Take You Around the Island …… On Chengdu’s Innovation Ecological Island, a service system composed of multi-domain intelligent robots is continuously optimized and expanded in daily operations. As these robots take their positions on the island, the park has also opened a … Read more
Introduction: Recently, NVIDIA officially launched its next-generation edge computing platform, Jetson Thor, designed specifically for humanoid robots and physical AI, and successfully completed verification tests with 5G IoT. This significant advancement marks a key step in the deep integration of edge computing and cellular communication technology. Notably, the ecosystem partner Telit Cinterion has successfully adapted … Read more
It is important to clarify that there are almost no publicly listed companies that fully and simultaneously meet all five conditions. This is because “humanoid robots” is an extremely niche and cutting-edge field, while “liquid-cooled servers” belong to data center infrastructure, which represents a significant business gap between the two. Therefore, our screening strategy is … Read more
As humanoid robots gradually move towards industrialization, computing power chips have become the core foundation supporting their “intelligent brain.” Among them, edge AI chips are becoming a key driving force for robot intelligence due to their characteristics of low latency, low power consumption, and local computation. 01 What are Edge AI Chips? Unlike chips primarily … Read more
1. Humanoid Robot Industry Chain (Driven by Tesla Optimus)Core Logic Event CatalystTesla proposed a $1.2 trillion compensation plan, contingent on delivering 1 million Optimus units; the trial production of Optimus 2.5 and the upcoming release of V3 are driving the industry chain’s recovery. Accelerated Domestic SubstitutionThe localization rate of core components (dexterous hands, reducers, lead … Read more
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