China Has Already Won the Robot Race (and No One Is Talking About It)

A new surge in physical AI is driving billions into robotics as companies shift from single-model humanoid dreams toward layered systems that can plan, predict, act and verify in the real world. Investment boom accelerates Robotics startups have raised more than $18 billion since January, already surpassing all of 2025 while the year is only halfway through. Agility Robotics is preparing a public listing at about $2.5 billion, Figure is valued at $39 billion, and a German robotics company recently secured nearly $1.5 billion in a single round. The capital surge reflects a wider belief that AI’s next major market will be physical rather than purely digital.

Sources from the briefing

• China Has Already Won the Robot Race (and No One Is Talking About It)Grand Angle Nova