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Japan Just Built a HouseBot You Control Without Speaking and It Changes Everything! Donut Robotics has officially unveiled its first bipedal humanoid, Cinnamon 1, and instead of focusing on louder voices or bigger motors, the company went in the opposite direction. Silence. Cinnamon 1 introduces what Donut Robotics calls...

257,928 görüntüleme • 8 ay önce •via X (Twitter)

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Last night, China Central Television (CCTV) aired its 2026 Chinese New Year Gala celebrating the Year of the Horse. The show featured a wide range of performances, including Unitree Robotics humanoid robots performing martial arts in sync with human dancers. Just a year ago, Unitree’s robots appeared at the same gala, but their movements looked stiff and mechanical. This year, they were noticeably more fluid and coordinated — a remarkable improvement, even if they’re still likely operating under some level of remote supervision. When it comes to humanoid robotics, most of the visible momentum today seems to be coming from the U.S. and China. Companies like Tesla (with Optimus) and Boston Dynamics in the U.S., alongside rapidly advancing Chinese firms, dominate the headlines. So what happened to Europe and Japan? Japan was once seen as the global leader, especially with Honda’s ASIMO and SoftBank Robotics’ humanoid projects. However, ASIMO was retired, and much of Japan’s robotics focus shifted toward industrial automation and service robots rather than full-scale general-purpose humanoids. Europe, meanwhile, remains strong in industrial robotics, research, and precision engineering — with players like ABB and KUKA — but hasn’t pushed aggressively into commercial humanoid platforms at the same scale or speed as the U.S. and China. In short, it’s less that Europe and Japan disappeared, and more that the center of gravity in humanoid robotics — especially AI-driven, general-purpose humanoids — has shifted toward U.S.–China competition. Whether that gap widens or narrows will depend on breakthroughs in embodied AI, cost reduction, and real-world deployment over the next few years.

Ray

23,455 görüntüleme • 7 ay önce

Robotics is following AI’s exact playbook and the Capex explosion is coming next. The first step is already happening, money is flooding into the companies building physical AI. Robotics and physical AI startups raised about $16.3 billion across 492 deals in the first quarter of 2026, roughly 4.5 times the average quarterly funding from 2021–2025. In the first half of 2026, physical AI companies raised $47.4 billion, more than the sector raised across all of 2022–2024 combined. That is how the AI cycle started, venture capital funded the technology first, then companies began spending hundreds of billions on the infrastructure needed to deploy it. Robotics is now moving from research labs into warehouses, factories, auto plants, logistics centers, and defense systems. Goldman Sachs raised its 2035 humanoid robot forecast from 1.38 million units to 6.48 million, with the market potentially reaching $138 billion. The reason is falling costs and Goldman expects average robot prices to decline from about $41,800 in 2025 to $21,300 by 2035. As prices fall, the payback period could shrink from 2.8 years in 2026 to about 1.9 years in 2027, making robots much easier for companies to justify as capital investments. That is when robotics can trigger its own capex cycle. Companies will spend not just on robots but also on factories, sensors, chips, batteries, software, power systems, data centers, and new automated facilities. Amazon is already a major example because its automation program could save roughly $72 billion between 2026 and 2030 and add about 240 basis points to operating margins. Morgan Stanley sees the long term opportunity as even larger, estimating 1 billion humanoid robots and about $7.5 trillion in annual revenue by 2050. And the biggest beneficiaries in all of this will be the picks and shovels companies behind the robots. That includes Nvidia and Renesas for chips, Teradyne for automation, Harmonic Drive for precision gearboxes, and Toyota, Honda, JTEKT, Aisin, and MinebeaMitsumi for manufacturing and motion control components. Bullish on robotics and the picks and shovels behind the next capex cycle and If you enjoyed reading this, make sure to follow Melvin for more robotics and AI insights. If you want to see exactly what I'm buying as an analyst at Milk Road Pro, you can join for just $1 using the link below.

Melvin

23,055 görüntüleme • 15 gün önce