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Physical AI Redefines Global Robot Race as US Firms Accelerate Beyond Hardware Competition

2026-05-19

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A growing view within China’s robotics industry suggests that the gap between Chinese and U.S. humanoid robotics companies may be widening rather than narrowing, despite rapid domestic progress. One product lead at a robot hardware manufacturer told Jushen Commercial Outpost that while China remains focused on financing, scaling production, and reducing costs, leading U.S. players have already moved the competition to a different layer—Physical AI.

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