Humanoid Robotics Becomes New U.S.-China AI Race Front -- Market Talk

Dow Jones06-24

0409 GMT - Humanoid robotics is becoming a new front in the U.S.-China artificial-intelligence race, Counterpoint Research analyst Wei Sun says in a report. While U.S. robot companies are racing to achieve sustained and onboard autonomy, China targets scale, supply-chain integration and faster deployment, Sun says. Chinese maker Unitree's advantage lies in robust body control with agility, hardware scale, cost structure and an expanding developer-customer ecosystem enabled by its partnership with Nvidia, she says. Unitree needs to take advantage of its volume to gather real-world feedback and improve autonomy, she says. However, as Washington's national security perimeter expands, further U.S.-China collaboration on robots could face de facto suspension even before any formal ban arrives. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

June 24, 2026 00:09 ET (04:09 GMT)

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