• Elon Musk predicts that the humanoid robotics market could generate over $10 trillion in revenue, with Tesla's Optimus humanoid leading the charge. Meanwhile, Chinese firms like Unitree and BYD are rapidly advancing in this sector, showcasing their capabilities through high-profile performances and significant government backing. The competition is intensifying as both nations aim to dominate the market, with China investing heavily in robotics to replicate its success in electric vehicles.

• China's humanoid robotics industry is gaining momentum, with local governments committing at least $10 billion to develop the sector. Despite entering the race later than the U.S., Chinese companies are closing the technological gap and optimizing supply chains to reduce costs. However, they still lag in core technologies like advanced sensors and AI chips, which are crucial for humanoid robots. The price competitiveness of Chinese models poses a challenge to Tesla and other Western firms, potentially reshaping the market landscape.