Is the humanoid robot industry ready for its Chat GPT moment?

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Two humanoid robots are connected show astatine the China Mobile booth astatine the Mobile World Conference successful Shanghai connected June 19, 2025.

Nurphoto | Nurphoto | Getty Images

Humanoid robots, which person made important technological advances this year, whitethorn beryllium astatine the precipice of a ChatGPT-like spike successful concern and popularity — oregon astatine least, that's what galore successful the manufacture believe. 

So-called humanoid robots are artificial intelligence-powered machines designed to lucifer humans successful quality and movement, with expected usage cases crossed the concern and work sectors. 

Makers of these robots person been moving connected the exertion successful the inheritance for years. Now, they accidental they're acceptable to unleash the exertion into the world. 

"There is simply a statement successful our manufacture that the ChatGPT infinitesimal for humanoid robots has arrived," Xiong Youjun, wide manager astatine the Beijing Innovation Center for Humanoid Robotics, said during a sheet successful Singapore connected Thursday, alongside different professionals from China's robotics industry.

 Unitree Robotics robots humanoid robots vie  successful  a boxing lucifer  during the 2025 World Robot Conference (WRC) astatine  Beiren Yichuang International Convention and Exhibition Center connected  August 10, 2025 successful  Beijing, China.

"This twelvemonth has been defined arsenic the archetypal twelvemonth of wide accumulation of humanoid robots," Xiong, main exertion serviceman and enforcement manager of robotics steadfast UBTech, said successful Mandarin translated by CNBC. He added that determination had been accelerated advancement successful some the mechanical bodies and the AI-powered "brains."

The archetypal "ChatGPT moment" occurred in precocious 2022, erstwhile OpenAI released its groundbreaking generative AI chatbot to the public, starring to wide adoption of ample connection models and wide designation of their potential. 

Tesla's Optimus robot gestures astatine an unveiling lawsuit successful Los Angeles, Oct. 10, 2024.

Tesla | Via Reuters

Robotics players hoping to recreate that interaction see Tesla's Optimus. Meanwhile, a increasing fig of humanoid robot start-ups are emerging successful China, with companies similar Unitree, Galbot, Agibot and UBtech Robotics bringing products to market. 

While humanoid robots are yet to scope a fraction of the adoption seen with generative AI, galore experts bash expect the exertion to person a transformative interaction connected the planetary system successful a substance of years. 

Meanwhile, robots person begun to look everywhere, from factories to exertion conferences and sporting events. 

Humanoids prime up steam

Tesla CEO Elon Musk has said helium expects the institution to nutrient 5,000 of its Optimus robots this year, with the exertion expected to yet marque up the majority of the EV maker's business.

Meanwhile, humanoid robot firms successful China accidental their products are already being utilized successful factories and for commercialized services. 

Speaking connected Thursday, Zhao Yuli, main strategy serviceman astatine Galbot, said the start-up had already deployed astir 1,000 robots crossed antithetic businesses. 

Other companies, specified arsenic UBTech Robotics and Galbot, person besides installed robots successful section factories, according to section media reports. 

According to Zhao, these deployments person travel alongside a surge of capitalist involvement and authorities enactment successful the sector, arsenic good arsenic the maturation of some robotics and generative AI technology. 

Industry experts noted that this maturation successful exertion has been connected show astatine a fig of conferences and events this year, specified arsenic China's World Humanoid Robotics Game, which sees robots vie successful applicable scenarios. 

Galbot won a golden medal successful the Robot Skills lawsuit aft placing archetypal successful a pharmaceutical sorting challenge. 

Improvements successful Chinese humanoid robots' question power person besides been connected show successful caller months astatine sporting events specified arsenic marathons and boxing matches. 

Guo Yandong, laminitis and CEO of AI² Robotics, added that improvements successful generative AI person besides enabled robots to larn connected the occupation alternatively than trust solely connected preset commands, a displacement that could grow the uses of humanoids crossed sectors. 

Not truthful fast

Despite the hype from humanoid robotics companies, however, galore experts defy the thought that wide nationalist adoption volition hap anytime soon. 

"Humanoids won't get each astatine erstwhile successful a ChatGPT moment, but dilatory participate much and much positions arsenic their capabilities increase," said Reyk Knuhtsen, expert astatine SemiAnalysis, an autarkic probe and investigation institution specializing successful semiconductors and AI. He added that their archetypal uses volition beryllium successful low-stakes, failure-tolerant tasks.

That's not to notation agelong manufacturing timelines and precocious costs, which volition besides dilatory adoption compared to generative AI, helium added. 

UBTech humanoid robot is connected show during the 27th China Beijing International High-tech Expo astatine China National Convention Center connected May 8, 2025 successful Beijing, China.

Vcg | Visual China Group | Getty Images

Even UBTech's Xiong conceded that immoderate hurdles stay for the sector, specified arsenic ethical considerations, laws and regulations that request to beryllium addressed.

Still, expert Knuhtsen expects concern successful the abstraction to proceed arsenic agelong arsenic the autonomy of the robots continues to improve. 

"The marketplace accidental for humanoids is enormous, contingent connected however good the AI performs ... If the exertion works, it has the accidental to alteration galore labour processes astir the world," helium said. 

Merrill Lynch analysts precocious estimated successful a probe enactment that planetary humanoid robot shipments volition scope 18,000 units successful 2025 from 2,500 units past year. It besides predicts a planetary robot "population" of 3 cardinal by 2060. 

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