Robotics

US and Chinese players race to define how AI takes physical form.

New supply deals and products signal the LiDAR leader’s expansion beyond sensors into embodied intelligence.

CEO He Xiaopeng sees robotics as the company’s “third growth curve,” with mass production set for 2026.

Airseekers’ struggles show why hardware startups are prone to stumbling at scale.

While competitors chased autonomy, Mowrator stood out early with remote-controlled models.

Describing VLA models as “relatively dumb,” he outlined an alternative approach to embodied intelligence.

Spirit AI is playing to win in China’s embodied AI race.

Commercialization and global expansion are now central to the humanoid robotics race.