• Home
  • Latest
  • Fortune 500
  • Finance
  • Tech
  • Leadership
  • Lifestyle
  • Rankings
  • Multimedia

Trendingnow

1

Jensen Huang says ‘a lot’ of six-figure jobs in plumbing and construction will soon be unlocked because someone needs to build new AI centers

2

Millennials say they’ll refuse to care for aging boomer parents—but they’ll be forced to as their inheritance shrinks to 40 cents on the dollar

3

The rise of 'conspicuous waiting': The 19th-century economic theory that explains why Gen Z posts their place in line

1

Jensen Huang says ‘a lot’ of six-figure jobs in plumbing and construction will soon be unlocked because someone needs to build new AI centers

2

Millennials say they’ll refuse to care for aging boomer parents—but they’ll be forced to as their inheritance shrinks to 40 cents on the dollar

3

The rise of 'conspicuous waiting': The 19th-century economic theory that explains why Gen Z posts their place in line
InnovationRobots

Silicon Valley summit offers rare insight into humanoid robots—and China is the clear winner

By
Matt O'Brien
Matt O'Brien
and
The Associated Press
The Associated Press
Down Arrow Button Icon
By
Matt O'Brien
Matt O'Brien
and
The Associated Press
The Associated Press
Down Arrow Button Icon
December 29, 2025, 4:25 PM ET
A man records a humanoid robot inside the exhibition room at the Humanoids Summit, Thursday, Dec. 11, 2025, in Mountain View, Calif.
A man records a humanoid robot inside the exhibition room at the Humanoids Summit, Thursday, Dec. 11, 2025, in Mountain View, Calif. Godofredo A. Vásquez—AP Photo
Add Fortune on Google for similar content.

Robots have long been seen as a bad bet for Silicon Valley investors — too complicated, capital-intensive and “boring, honestly,” says venture capitalist Modar Alaoui.

Recommended Video

But the commercial boom in artificial intelligence has lit a spark under long-simmering visions to build humanoid robots that can move their mechanical bodies like humans and do things that people do.

Alaoui, founder of the Humanoids Summit, gathered more than 2,000 people this week, including top robotics engineers from Disney, Google and dozens of startups, to showcase their technology and debate what it will take to accelerate a nascent industry.

Alaoui says many researchers now believe humanoids or some other kind of physical embodiment of AI are “going to become the norm.”

“The question is really just how long it will take,” he said.

Disney’s contribution to the field, a walking robotic version of “Frozen” character Olaf, will be roaming on its own through Disneyland theme parks in Hong Kong and Paris early next year. Entertaining and highly complex robots that resemble a human — or a snowman — are already here, but the timeline for “general purpose” robots that are a productive member of a workplace or household is farther away.

Even at a conference designed to build enthusiasm for the technology, held at a Computer History Museum that’s a temple to Silicon Valley’s previous breakthroughs, skepticism remained high that truly humanlike robots will take root anytime soon.

“The humanoid space has a very, very big hill to climb,” said Cosima du Pasquier, co-founder of Haptica Robotics, which works to give robots a sense of touch. “There’s a lot of research that still needs to be solved.”

The Stanford University postdoctoral researcher came to the conference in Mountain View, California, just a week after incorporating her startup.

“The first customers are really the people here,” she said.

Researchers at the consultancy McKinsey & Company have counted about 50 companies around the world that have raised at least $100 million to develop humanoids, led by about 20 in China and 15 in North America.

China is leading in part due to government incentives for component production and robot adoption and a mandate last year “to have a humanoid ecosystem established by 2025,” said McKinsey partner Ani Kelkar. Displays by Chinese firms dominated the expo section of this week’s summit, held Thursday and Friday. The conference’s most prevalent humanoids were those made by China’s Unitree, in part because researchers in the U.S. buy the relatively cheap model to test their own software.

In the U.S., the advent of generative AI chatbots like OpenAI’s ChatGPT and Google’s Gemini has jolted the decades-old robotics industry in different ways. Investor excitement has poured money into ambitious startups aiming to build hardware that will bring a physical presence to the latest AI.

But it’s not just crossover hype — the same technical advances that made AI chatbots so good at language have played a role in teaching robots how to get better at performing tasks. Paired with computer vision, robots powered by “visual-language” models are trained to learn about their surroundings.

One of the most prominent skeptics is robotics pioneer Rodney Brooks, a co-founder of Roomba vacuum maker iRobot who wrote in September that “today’s humanoid robots will not learn how to be dexterous despite the hundreds of millions, or perhaps many billions of dollars, being donated by VCs and major tech companies to pay for their training.” Brooks didn’t attend but his essay was frequently mentioned.

Also missing was anyone speaking for Tesla CEO Elon Musk’s development of a humanoid called Optimus, a project that the billionaire is designing to be “extremely capable” and sold in high volumes. Musk said three years ago that people can probably buy an Optimus “within three to five years.”

The conference’s organizer, Alaoui, founder and general partner of ALM Ventures, previously worked on driver attention systems for the automotive industry and sees parallels between humanoids and the early years of self-driving cars.

Near the entrance to the summit venue, just blocks from Google’s headquarters, is a museum exhibit showing Google’s bubble-shaped 2014 prototype of a self-driving car. Eleven years later, robotaxis operated by Google affiliate Waymo are constantly plying the streets nearby.

Some robots with human elements are already being tested in workplaces. Oregon-based Agility Robotics announced shortly before the conference that it is bringing its tote-carrying warehouse robot Digit to a Texas distribution facility run by Mercado Libre, the Latin American e-commerce giant. Much like the Olaf robot, it has inverted legs that are more birdlike than human.

Industrial robots performing single tasks are already commonplace in car assembly and other manufacturing. They work with a level of speed and precision that’s difficult for today’s humanoids — or humans themselves — to match.

The head of a robotics trade group founded in 1974 is now lobbying the U.S. government to develop a stronger national strategy to advance the development of homegrown robots, be they humanoids or otherwise.

“We have a lot of strong technology, we have the AI expertise here in the U.S.,” said Jeff Burnstein, president of the Association for Advancing Automation, after touring the expo. “So I think it remains to be seen who is the ultimate leader in this. But right now, China has certainly a lot more momentum on humanoids.”

The Fortune 500 Innovation Forum will convene Fortune 500 executives, U.S. policy officials, top founders, and thought leaders to help define what’s next for the American economy, Nov. 16-17 in Detroit. Apply here.
About the Authors
By Matt O'Brien
See full bioRight Arrow Button Icon
By The Associated Press
See full bioRight Arrow Button Icon
Add Fortune on Google for similar content.

Latest in Innovation

Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025

Most Popular

Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Finance
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam
By Fortune Editors
October 20, 2025
Fortune Secondary Logo
Rankings
  • 100 Best Companies
  • Fortune 500
  • Global 500
  • Fortune 500 Europe
  • Most Powerful Women
  • World's Most Admired Companies
  • See All Rankings
  • Lists Calendar
Sections
  • Finance
  • Fortune Crypto
  • Features
  • Leadership
  • Health
  • Commentary
  • Success
  • Retail
  • Mpw
  • Tech
  • Lifestyle
  • CEO Initiative
  • Asia
  • Politics
  • Conferences
  • Europe
  • Newsletters
  • Personal Finance
  • Environment
  • Magazine
  • Education
Customer Support
  • Frequently Asked Questions
  • Customer Service Portal
  • Privacy Policy
  • Terms Of Use
  • Single Issues For Purchase
  • International Print
Commercial Services
  • Advertising
  • Fortune Brand Studio
  • Fortune Analytics
  • Fortune Conferences
  • Business Development
  • Group Subscriptions
About Us
  • About Us
  • Press Center
  • Work At Fortune
  • Terms And Conditions
  • Site Map
  • About Us
  • Press Center
  • Work At Fortune
  • Terms And Conditions
  • Site Map
  • Facebook icon
  • Twitter icon
  • LinkedIn icon
  • Instagram icon
  • TikTok icon
  • YouTube icon

Latest in Innovation

Elon Musk’s fortune slumps to pre-SpaceX IPO levels after rout
Big TechWealth
Elon Musk’s fortune slumps to pre-SpaceX IPO levels after rout
By Tom Maloney and BloombergAugust 1, 2026
10 hours ago
A dead SpaceX rocket that’s been adrift for over a year is about to slam into the moon, carving out a new crater with the equivalent of 3 tons of TNT
Innovationspace
A dead SpaceX rocket that’s been adrift for over a year is about to slam into the moon, carving out a new crater with the equivalent of 3 tons of TNT
By Marcia Dunn and The Associated PressAugust 1, 2026
10 hours ago
var
AIWorld Cup
The World Cup’s VAR fights are a preview of every company’s AI rollout problem
By Pooya Tabesh and The ConversationJuly 31, 2026
1 day ago
zoox
InnovationRobots
A robotaxi with no steering wheel just got the green light to charge you for a ride
By Josh Funk, Ty O'Neil and The Associated PressJuly 31, 2026
2 days ago
a
CybersecurityAnthropic
Anthropic discloses that Claude broke out of its cage and hacked 3 companies — and 2 didn’t even notice
By Chan Ho-Him and The Associated PressJuly 31, 2026
2 days ago
Sports teams have gone from trophies to trillion-dollar investment targets
NewslettersTerm Sheet
Sports teams have gone from trophies to trillion-dollar investment targets
By Allie GarfinkleJuly 31, 2026
2 days ago

Most Popular

Jensen Huang says ‘a lot’ of six-figure jobs in plumbing and construction will soon be unlocked because someone needs to build new AI centers
Success
Jensen Huang says ‘a lot’ of six-figure jobs in plumbing and construction will soon be unlocked because someone needs to build new AI centers
By Preston ForeAugust 1, 2026
11 hours ago
Millennials say they’ll refuse to care for aging boomer parents—but they’ll be forced to as their inheritance shrinks to 40 cents on the dollar
Personal Finance
Millennials say they’ll refuse to care for aging boomer parents—but they’ll be forced to as their inheritance shrinks to 40 cents on the dollar
By Nick LichtenbergJuly 31, 2026
2 days ago
The rise of 'conspicuous waiting': The 19th-century economic theory that explains why Gen Z posts their place in line
Retail
The rise of 'conspicuous waiting': The 19th-century economic theory that explains why Gen Z posts their place in line
By Tatiana SatauaJuly 31, 2026
2 days ago
Jensen Huang says this is the greatest time in history to start a business—and his advice is to stop overthinking it: 'How hard can it be?’
Success
Jensen Huang says this is the greatest time in history to start a business—and his advice is to stop overthinking it: 'How hard can it be?’
By Preston ForeJuly 31, 2026
1 day ago
'Retiring backwards': How cold economic reality forced Gen X into something like the reverse of baby boomers' golden years
Success
'Retiring backwards': How cold economic reality forced Gen X into something like the reverse of baby boomers' golden years
By Nick LichtenbergJuly 31, 2026
1 day ago
Polar bears roll in beds of ice cubes at Prague Zoo as Europe battles record heat
Environment
Polar bears roll in beds of ice cubes at Prague Zoo as Europe battles record heat
By The Associated PressJuly 30, 2026
2 days ago

© 2026 Fortune Media IP Limited. All Rights Reserved. Use of this site constitutes acceptance of our Terms of Use and Privacy Policy | CA Notice at Collection and Privacy Notice | Do Not Sell/Share My Personal Information
FORTUNE is a trademark of Fortune Media IP Limited, registered in the U.S. and other countries. FORTUNE may receive compensation for some links to products and services on this website. Offers may be subject to change without notice.