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China is developing its own AI circular financing scheme, similar to that seen in the U.S. with Nvidia, where state-backed entities buy robots and sell the resulting data back to manufacturers. Unitree Robotics' massive IPO surge illustrates this trend.
China’s humanoid robot boom is facing a reality check, as only 23% of buyers are satisfied with current offerings despite the country shipping 90% of the world’s humanoid robots in 2025.
