CNBC March 28, 2025
Dylan Butts

Key Points

– Investor excitement surrounding the robots has been mounting amid increased mentions from tech leaders like Nvidia’s Jensen Huang and ambitious plans from Tesla’s Elon Musk.

– However, analysts warn that U.S. firms could lose out to China, which aims to replicate its success with electric vehicles in the nascent robotics space.

American tech giants like Tesla and Nvidia are racing to develop humanoid robots, stressing their importance to the future economy. But analysts warn they are already at risk of losing out to China.

So-called humanoid robots — artificial intelligence-powered machines designed to resemble humans in appearance and movement — are expected to provide a range of use cases, such as filling industrial and service sector jobs....

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