China Robot Makers Shift Focus to AI Brains
Chinese robotics companies are ramping up investments in embodied artificial intelligence software to teach machines complex tasks. The shift fuels a funding boom as firms race to develop software that helps robots learn without reprogramming.
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Chinese embodied AI companies raised 93.5 billion yuan ($13B) across 322 deals in the first half of 2026, marking a fivefold increase from a year earlier. The funding surge reflects a strategic shift from hardware manufacturing to software intelligence development. This race for robot brains is opening a new front in industrial automation between China and the United States with billions at stake.
