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A new race between the USA and China seems to be ignited in the realm of humanoids. According to Politico, US Commerce Secretary Lutnick stated, "We do not want state-subsidized robotics attacking us in America; that is what is coming for us - the robotic arms are coming.” Robotics is becoming the next battleground in the technological competition. In line with this, Morgan Stanley has doubled its expected deliveries of humanoids in China from 28,000 to 50,000 for 2026. Morgan Stanley estimates that the market for humanoid robots in China will...
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