Key Findings With the world’s largest installed base of industrial robots, China is now actively exploring humanoid robotics. The sector is dependent on Nvidia’s AI chips and software ecosystem, but rapidly localizing its hardware supply chain. Xi Jinping’s techno-solutionism to economic, social and governance problems has created an array of national policies and funds to promote robotics, support research and development, and assist startups. Core policies envisage AI technologies and tools being diffused throughout society. China’s big industrial robotics sector and lead in EVs gives it an edge in developing so-called embodied AI.
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