The author highlights that China's humanoid robot output is expected to exceed 100,000 uni
The author highlights that China's humanoid robot output is expected to exceed 100,000 units this year, far outpacing earlier Morgan Stanley projections of 14,000 for 2026. They urge Tesla, Agility Robotics (CCXI), Apptronik, and Figure to accelerate production and call for more US government subsidies in upstream supply chains and rare earths. The post frames this as a potential 'Sputnik Moment' for robotics, emphasizing the competitive gap between US and China in mass production.
“How is the US so far behind? Xinhua: China's output of humanoids are expected to hit 100,000+ this year. Even Morgan Stanley originally projected 14,000 for 2026... Really need Elon's $TSLA, $CCXI (Agility), Apptronik, and Figure to catchup. And for more US Gov. subsidies to pour into upstream supply chains + rare earths. Cause this disparity between US vs. China mass production is getting ridiculous... But it almost feels like the start of Russia/US Space race Sputnik Moment for robotics?”Original post：X / @aleabitoreddit ↗