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Source: Kraneshares
Published September 4, 2026

Humanoid Robot ETF KOID: Did We Just Witness A "Move 37 ...

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  1. US-China Today, "The Game of Go: Ancient Applications and Contemporary Connotations," as of 6/6/2016. Retrieved on 8/31/2026.
  2. Business Insider, "Why Go is so much harder for AI to beat than chess," as of 3/10/2016. Retrieved on 8/31/2026.
  3. Wall Street Journal, "Move 37 Is the Moment AI Changes Everything. It's Suddenly Happening Everywhere," as of 8/7/2026.
  4. Emre Aytekin, "World Humanoid Robot Games continue in Beijing," as of 8/24/2026.
  5. People's Daily, "A closer look at second World Humanoid Robot Games," as of 8/31/2026.
  6. PR Newswire, "100% win rate! Galaxy General sweeps gold medals in the three most challenging events at the Family, Catering, and Supermarket competitions, dominating the Humanoid Robot Games," as of 8/27/2026. Each task, whether sprinting, gripping an object, or navigating an obstacle, requires multiple systems to work at once. A humanoid robot needs AI computing and control software to make decisions, sensors and machine vision to interpret its surroundings, and motors, actuators, reducers, batteries, and mechanical systems to translate that intelligence into movement.

The World Humanoid Robot Games make this ecosystem visible.

Firms like Goldman Sachs believe humanoids will be integrated into our world at scale in the coming years and have recently become more bullish on the sector. The firm revised its humanoid shipment estimates, raising them over fourfold from its previous outlook, with its base case now at 6.5 million units in 2035, up from 1.4 million.7 Overall, Beijing's second World Humanoid Robot Games was dramatically larger than its debut just one year ago.

This year's event brought together 2,056 robots from 666 teams across 16 countries and regions.4 Last year, about 500 robots from 280 teams competed.4 Additionally, the second robot Olympics expanded to 51 events (from 26 in year one), and included 30 competitive events and 21 scenario-based challenges spanning categories like industrial assembly, hospitality, household services, firefighting, and rescue.4

In the Smart Charging Service challenge, for example, humanoid robots had 30 minutes to unplug charging connectors, charge three vehicles, and return each connector to its original position.5

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Kraneshares · kraneshares.com

Published September 4, 2026

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