Express News | OpenAI Seeks US Suppliers to Advance Robotics and AI Device Initiatives
After visiting CES, Deutsche Bank remarked: This year will be the breakout year for autonomous driving and humanoid robots.
①A team of analysts at Deutsche Bank led by Edison Yu stated that with the conclusion of the Consumer Electronics Show (CES) at the beginning of the year, 2026 is becoming a pivotal turning point for the development of autonomous driving and humanoid robotics technologies; ②The bank anticipates that autonomous vehicles will move beyond the pilot phase into full commercial deployment, while humanoid robots will transition from laboratories to early practical applications.
All in on Musk? By 2026, everyone will be a 'Cathie Wood.'
While the market marvels at her performance, she shows no signs of slowing down, initiating her routine active portfolio adjustments at the start of the new year.
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CES Organizer Chairman: Robots Are the Absolute Stars of the Year | Live Report from CES
Sina Tech News, Gary Shapiro, Executive Chairman and CEO of the Consumer Technology Association (CTA), the organizer of CES 2026, stated in his outlook for this year's exhibition that the core theme is the practical application of "human-centric" AI, integrating artificial intelligence technology into consumers' daily lives. Unlike previous editions, this year's exhibition will showcase more robotic products than ever before, especially humanoid robots. CES 2026 has attracted over 4,500 exhibitors, including approximately 1,400 startups, with an exhibition space of 2.6 million square feet.
Holiday Reading | Jensen Huang's Latest Interview: NVIDIA Aims to Build a 'Time Machine' Using AI, Expresses Optimism About Humanoid Robots
Is the anxiety over AI computing power heading in the wrong direction? Jensen Huang directly points out that energy efficiency is the real limit.
Is the humanoid robot concept overheated? Even related startups admit: this technology has been overhyped.
Some experts have warned that this technology is far from being ready for scaled application, and even some humanoid robotics companies themselves believe that the technology has been overhyped.
What are the highlights of the humanoid robotics market in 2026? Morgan Stanley: Short-term hype will continue, Tesla remains the focal point, U.S. government and major firms will enter the field, but the gap between China and the U.S. is widening.
Morgan Stanley's latest report suggests that the humanoid robotics market will remain highly active in 2026, but a significant gap between hype and scalable practical value should be carefully monitored. The industry faces risks of a pullback due to the technical challenges in development and consolidation among startups. Additionally, the gap between China and the U.S. is widening at an accelerated pace—China is solidifying its lead by leveraging its manufacturing strengths, while short-term U.S. policy support appears insufficient to reverse this trend.
Morgan Stanley's重磅Robotics Yearbook (IV): AI Will Be the Core Key to Unlocking Drone Autonomy
Morgan Stanley pointed out that AI algorithms are the core driving force in unlocking the autonomy of drones, propelling their transformation from "tools" to "agents." AI reduces technical barriers, cutting costs from $30 million to $500. The global drone population is expected to increase from 130 million units in 2030 to 2 billion units by 2050. The low-altitude economy will evolve from "point applications" toward "ecosystem collaboration," turning the previously underutilized three-dimensional space into a new driver of economic growth.
Morgan Stanley's Heavyweight Robotics Almanac: AI Moves Toward Physical Embodiment, Robots Experience 'Cambrian Explosion,' with China Showing Clear Leadership
Morgan Stanley predicts that by 2050, global robot hardware sales will surge from approximately USD 100 billion in 2025 to USD 25 trillion, with unit sales increasing from 24 million to 1.4 billion. China demonstrates a clear leading advantage, particularly in terms of policy support, control over key materials, and manufacturing capabilities. By 2050, China is expected to account for approximately 26% of global robot sales.
Express News | U.S. Stocks Pre-Market: Robotic Concept Stocks Continue to Show Strength; Memory Industry Enters 'Super Cycle'
Following AI, robotics has taken center stage in the U.S. technology strategy.
After committing to accelerate the development of artificial intelligence (AI), the Trump administration is shifting its policy focus toward the robotics sector.
As the Trump administration shifts its focus to robotics, two leading manufacturers engage in a 'virtual race.'
① Today, Figure founder Brett Adcock showcased the running posture of the F.03 humanoid robot; ② Previously, Tesla reposted a running video of Optimus 2.5 with the caption: 'Just set a new personal record in the lab'; ③ As of yesterday, reports indicated that the U.S. government is considering issuing an executive order on robotics next year.
The Trump administration plans to boost the robotics industry, driving a broad-based rally in U.S. stock market robotics-related stocks, with iRobot closing up over 70%.
Media reports indicate that the U.S. Secretary of Commerce has recently held frequent meetings with CEOs in the robotics industry to fully support its accelerated development. The U.S. Department of Transportation is preparing to announce the establishment of a robotics task force, which may be unveiled before the end of the year. A spokesperson for the U.S. Department of Commerce stated that they are committed to robotics and advanced manufacturing because they are crucial for bringing key production back to the United States. Tesla's shares rose by 3.5% during intraday trading.
Following the AI wave, Trump administration bets big on robotics in the latest policy push.
Following AI, the Trump administration has set its sights on the robotics industry, with the Commerce Secretary actively meeting with industry giants. However, this seems to contradict Trump's core promises.
Express News | The Trump administration is considering issuing an executive order on robots next year.
Jensen Huang and Elon Musk Rarely Share the Stage, Discuss Humanoid Robots, Space AI, and Address Whether AI Is a Bubble
The underlying computing power required to support this Agentic AI revolution is far less than many people imagine. It is not a bubble but the result of a structural transformation.
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