U.S.-China humanoid robot race faces commercialization hurdle

Will we ever see physical AI made in China in the US market? And what does this all mean ultimately for the US China tech race? And who is ahead in this particular vertical? >> Right? So maybe one or two years ago there was an expectation across the board that Tesla that the US companies are leading and then this year as there's been more investment in the Chinese companies you there was more of this hope that because the Chinese humanoid robots could be deployed in more factories in more scenarios there was more data just because of the sheer size of the economy that these humanoids in China might be gaining an edge over the American ones. But when it comes to actual commercialization, I think there's still lots of questions both in China and the US about where this is headed. And to get a sense on, you know, how tight the race is, I talked to one Chinese company that makes sensors. They're called Quinn Way Technology. and their CTO told me that they're actually planning to invest in the Silicon Valley and open a factory hopefully by next summer to provide the same sensors that they provide for the Chinese companies to the US humanoid developers. So, it's essentially the same parts but because of the geopolitics they are looking to invest in the US and I tried to ask you know how much are they actually planning to spend? Well, it's essentially the sky's is the limit. It seems like it sounds like they just want to make this happen. But he's still quite concerned and actually quite worried that the commercialization is not happening as quickly as it needs to because he says these sensors are not necessarily that good for dancing, but they definitely are used when you need a robotic hand to feel the pressure of holding a coffee cup or an orange and not grip it too tightly. And so they're really hoping that the commercialization picks up, but that's just a sign that, you know, all of this capital that's going into AI, into robotics, they're really looking for some way to get a return. And the humanoid development may not be as fast as moving as quickly as the investors might have hoped.