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Source: Rothschildandco
Published September 5, 2026Read original source

Back to the future

International Federation of Robotics, World Robotics 2025 Roland Berger: Humanoid robots: Why the convergence moment is now World Economic Forum, « Robotics transforming healthcare » The Quantum Insider, « Quantum Computing Trends in 2025 » ## Latest news L...

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Key takeaways

  • Recent developments show humanoid robots moving from laboratory prototypes to operational testing and early‑stage production. In China, the People’s Liberation Army has accelerated efforts to convert cutting‑edge humanoids into battlefield tools, issuing tenders in 2025 for intelligent perception and dexterous‑operation systems and budgeting roughly $300,000 in mid‑2026 for data‑labeling infrastructure that captures camera, radar and motion information across varied terrain. The military’s own newspaper called for faster transfer of laboratory breakthroughs to training grounds after the World Humanoid Robot Games in Beijing, where robots sprinted, boxed and danced, and a wushu contest highlighted their agility.
  • At the commercial front, Chinese electric‑vehicle maker XPeng announced that its IRON humanoid robot has left its production line autonomously, marking a shift from R&D prototypes to line manufacturing and signalling the company’s intention to ship units to customers in 2027. The robot features 82 degrees of freedom, can walk at about two metres per second and is built on automotive‑grade processes that the firm says will support scaled production.
  • In the United States, NVIDIA researchers unveiled a new AI controller called SONIC that translates VR, video and natural‑language commands into executable actions for humanoid platforms, a breakthrough reported in Science Robotics that could broaden robots’ motion repertoires without extensive retraining.
  • South Korea showcased its national AI humanoid KAIROS at the Global Forum on Mechanical Engineering, demonstrating advanced walking, hand‑shaking and traditional mask‑dance motions with improved posture control, underscoring the country’s strategic push for “physical AI” in industrial ecosystems.
  • Together, these stories illustrate a rapid convergence of military interest, mass‑production capability in China, advanced AI control methods in the West, and regional showcase projects in Korea, all pointing toward a near‑future where humanoid robots transition from experimental showcases to functional roles in defense, industry and everyday life.

International Federation of Robotics, World Robotics 2025

Roland Berger: Humanoid robots: Why the convergence moment is now

World Economic Forum, « Robotics transforming healthcare »

The Quantum Insider, « Quantum Computing Trends in 2025 »

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Rothschild & Co has appointed Grégoire Salignon as Head of Rothschild Martin Maurel with effect from 12 April 2026. He succeeds Alain Massiera, who will continue to play an active and strategic role within Rothschild Martin Maurel in Europe. Industrial robotics remains a key driver of productivity. The global installed base now exceeds four million robots, with annual installations regularly reaching record levels, driven in particular by the automotive and electronics industries. Beyond traditional welding and material handling robots, robotics is increasingly being deployed in warehouses, hospitals, care facilities, hospitality and agriculture. A new category is now attracting growing attention: humanoid robots, designed as general-purpose physical platforms for AI models. Market research suggests that this segment, while still relatively small, could be worth several billion dollars by 2030 and continue to expand well beyond that, driven by growing demand for automation and the integration of generative AI. These humanoid and the integration of generative AI. These humanoid robots are often described as the physical embodiment of AI. Whereas large language models are transforming knowledge work, these machines seek to extend automation into aspects of manual labour, particularly in structured environments such as warehouses and factories and, in time, into certain service roles, including maintenance, care and customer-facing functions.

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