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America’s Race For Humanoid Robots: Can It Catch Up with China?

by THEFUTURE.TEAM

March 31, 2025

U.S. tech giants are betting big on humanoid robots, but analysts warn they’re already trailing China. With Nvidia’s Jensen Huang and Tesla’s Elon Musk fueling investor enthusiasm, the competition is heating up. Yet, China’s rapid progress mirrors its dominance in electric vehicles, positioning it ahead in this new frontier.

The Robotics Revolution

Humanoid robots—AI-driven machines designed to mimic human movement—are set to transform industries from manufacturing to customer service. The U.S. sees them as crucial to future economic growth, but analysts caution that China’s aggressive industrial policies and supply chain advantages give it a head start.

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Nvidia’s Huang recently unveiled new tech for humanoid robotics, while Musk’s Tesla aims to produce 5,000 Optimus robots in 2024. That puts it ahead of U.S. rivals like Apptronik and Boston Dynamics, but not China’s Agibot, which has matched Tesla’s production target. Meanwhile, Unitree Robotics has already sold humanoid models directly to consumers.

Price & Scale: China’s Edge

Morgan Stanley estimates humanoid robot production costs range from $10,000 to $300,000. But China’s scale is driving prices down. Unitree’s G1 starts at $16,000, while Tesla’s Optimus Gen2 is projected at $20,000—if Tesla can optimize costs using Chinese components.

China isn’t just ahead on pricing. Over the past five years, it has filed 5,688 humanoid robot patents—compared to just 1,483 from the U.S. EV giants like BYD and Geely have already deployed Unitree’s robots in factories, while Beijing actively supports large-scale production.

The U.S. Challenge

A recent SemiAnalysis report warns that China’s humanoid robots are entirely independent of U.S. components, posing an “existential threat” to American industry. To compete, U.S. firms must strengthen domestic manufacturing and diversify supply chains.

Bank of America predicts humanoid robot adoption will soar, reaching 1 million annual sales by 2030 and 3 billion in operation by 2060. But for now, China leads. If the U.S. wants a stake in the future of robotics, time is running out.

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Google Says AI Has Accelerated Chrome Security Patching To Record Levels

Google said its internal AI tools helped identify and fix more security vulnerabilities in the last two Chrome releases than the company patched across the previous two years combined.

In a post published Thursday on its security blog, Google said it fixed 1,072 security bugs in Chrome versions 149 and 150, both released in June. That compares with 1,036 vulnerabilities fixed across the previous 23 Chrome releases.

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Google Expands AI Use In Security

Google outlined its approach in a white paper describing how it uses AI models to identify vulnerabilities and accelerate remediation. The report includes a chart showing a sharp increase in the number of bugs fixed in recent Chrome releases.

The company refers to each Chrome release as a “milestone.” Chrome version 126 was released in June 2024, while versions 149 and 150 shipped last month.

Company Says AI Speeds Vulnerability Detection

Doug Turner, Chrome’s director of engineering, said large language models have “fundamentally shifted the economics of cybersecurity” by automating vulnerability discovery.

“By applying models like Gemini, we are preemptively fixing vulnerabilities, outpacing our adversaries and making Chrome safer with every update,” Turner said.

Microsoft Also Reports More Security Fixes

Google is not the only technology company reporting higher numbers of security patches alongside broader AI adoption. Earlier this month, Microsoft said it fixed a record 570 vulnerabilities during its monthly Patch Tuesday release and cited its use of AI as one factor behind the increase.

Apple has not reported a comparable increase. According to an independent vulnerability tracker, the company has fixed 482 security flaws in 2026 so far, a total broadly in line with previous years.