Highlights:

• Jensen Huang calls China “formidable” in robotics due to hardware dominance
• Nvidia is betting on Physical AI as the next computing revolution
• Future robotics ecosystem = China’s supply chain + US AI leadership

China’s Robotics Advantage

Jensen Huang highlighted that China currently holds a significant edge in robotics, primarily due to its dominance in core components like microelectronics, motors, rare earth materials, and magnets. These elements are foundational to building robots at scale, and China’s ecosystem is described as the “world’s best.” This deep supply chain strength means even the US robotics industry remains heavily dependent on China for hardware, reinforcing its global influence in the sector.

The Rise of Physical AI

Nvidia is shifting focus beyond traditional GPUs toward what Huang calls Physical AI, the integration of AI into real-world machines like robots and autonomous systems. This marks a major evolution from generative AI to embodied intelligence. Nvidia’s strategy includes building a full-stack ecosystem, from AI models to robotics infrastructure, positioning itself not just as a chipmaker but as the backbone of future intelligent machines.

Nvidia’s Full-Stack Robotics Vision

At its GTC event, Nvidia introduced the Physical AI Data Factory to automate data generation, simulation, and model evaluation. Huang also described a “three-computer” model powering robotics: training systems for AI models, simulation platforms like Omniverse, and edge computers embedded in robots. This approach shows robotics is no longer just hardware; it requires a tightly integrated AI ecosystem.

Market Shifts and Global Competition

While China’s robotics companies, such as Unitree, are scaling rapidly with strong financial growth, Nvidia is navigating a complex market. Its China market share has dropped sharply due to restrictions, but the company is preparing a return with approved H200 AI chips. Despite revenue declines, demand from Chinese firms remains strong.

What Comes Next

Huang believes robotics adoption is just 3–5 years away from widespread use, driven by exponential growth in AI compute and agentic AI systems. The long-term vision points to a massive economic opportunity, where robots augment human labor across industries. The global balance is becoming clear: China dominates the physical layer, while Nvidia aims to control the intelligence powering it.

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Humanoid robots crossed a commercial threshold in 2025, and 2026 will be the year the industry begins to scale, according to Counterpoint Research. The firm estimates that around 16,000 humanoid robots were installed globally in 2025, with China accounting for more than 80% of deployments, underscoring the country’s early dominance.

The market is already consolidating fast. Counterpoint notes that the top five manufacturers control 73% of the global share, four of them Chinese. AGIBOT leads with 31%, supported by over 5,000 units produced and active deployments in hotels, entertainment, and industrial logistics. Unitree Robotics follows with 27%, leveraging cost-efficient designs and rapid go-to-market execution. UBTECH, Leju Robotics, and Tesla each hover around the 5% mark, with Tesla expected to gain momentum as Optimus production ramps.

Looking to 2026, Counterpoint expects a shift from early commercialization to capacity expansion and cost compression. Larger factories, falling component costs, and growing adoption of Robots-as-a-Service (RaaS) models are set to lower barriers for enterprise customers.

By 2027, Counterpoint forecasts the global installed base will exceed 100,000 units, with logistics, manufacturing, and automotive sectors absorbing 72% of new annual capacity, positioning humanoid robots as a meaningful force in global industrial productivity.

Humanoid Robot Market Snapshot (2025)

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The post Why 2026 Will Be the Year of Humanoid Robots, Counterpoint Report appeared first on Gizmochina.