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China is accelerating its lead in humanoid robotics.

Morgan Stanley now expects 50,000 humanoid robot shipments from China in 2026, almost double its previous forecast of 28,000 units.

Even more striking:

Chinese companies accounted for roughly 85% of global humanoid robot shipments in 2025.

Meanwhile, US players like Tesla, Figure AI and Agility Robotics were each shipping around 150 units.

Barclays estimates the humanoid robotics market could grow from $2–3B today to $200B by 2035.

The AI race is not just about models anymore.

It is increasingly about who can manufacture intelligence at scale.