China Leads in Humanoid Robot Shipments, Despite Lower Valuations

Minds, Bodies, and Terawatts · Apr 21, 2026 · 4m · transcript

Chinese humanoid startups are deploying robots in factories and malls, while U.S. rivals remain largely in development phases. The growing gap between Chinese deployment scale and U.S. sky-high valuations sets up a critical stress test for who actually wins the humanoid robotics industrial race. U.S. startup Figure commands a valuation of at least $39 billion, versus China's highest-valued private humanoid firm Galbot at $3 billion-plus.

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