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Inside Chinas electric-vehicle-to-humanoid-robot pivot
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This story originally appeared in The Algorithm, our weekly newsletter on AI. To get stories like this in your inbox first,sign up here.While DOGEs efforts to shutter federal agencies dominate news from Washington, the Trump administration is also making more global moves. Many of these center on China. Tariffs on goods from the country went into effect last week. Theres also been a minor foreign relations furor since DeepSeeks big debut a few weeks ago. China has already displayed its dominance in electric vehicles, robotaxis, and drones, and the launch of the new model seems to add AI to the list. This caused the US president as well as some lawmakers to push for new export controls on powerful chips, and three states have now banned the use of DeepSeek on government devices.Now our intrepid China reporter, Caiwei Chen, has identified a new trend unfolding within Chinas tech scene: Companies that were dominant in electric vehicles are betting big on translating that success into developing humanoid robots. I spoke with her about what she found out and what it might mean for Trumps policies and the rest of the globe.James: Before we talk about robots, lets talk about DeepSeek. The frenzy for the AI model peaked a couple of weeks ago. What are you hearing from other Chinese AI companies? How are they reacting?Caiwei: I think other Chinese AI companies are scrambling to figure out why they havent built a model as strong as DeepSeeks, despite having access to as much funding and resources. DeepSeeks success has sparked self-reflection on management styles and renewed confidence in Chinas engineering talent. Theres also strong enthusiasm for building various applications on top of DeepSeeks models.Your story looks at electric-vehicle makers in China that are starting to work on humanoid robots, but I want to ask about a crazy stat. In China, 53% of vehicles sold are either electric or hybrid, compared with 8% in the US. What explains that?Price is a huge factorthere are countless EV brands competing at different price points, making them both affordable and high-quality. Government incentives also play a big role. In Beijing, for example, trading in an old car for an EV gets you 10,000 RMB (about $1,500), and that subsidy was recently doubled. Plus, finding public charging and battery-swapping infrastructure is much less of a hassle than in the US.You open your story noting that Chinas recent New Year Gala, watched by billions of people, featured a cast of humanoid robots, dancing and twirling handkerchiefs. Weve covered how sometimes humanoid videos can be misleading. What did you think?I would say I was relatively impressedthe robots showed good agility and synchronization with the music, though their movements were simpler than human dancers. The one trick that is supposed to impress the most is the part where they twirl the handkerchief with one finger, toss it into the air, and then catch it perfectly. This is the signature of the Yangko dance, and having performed it once as a child, I can attest to how difficult the trick is even for a human! There was some skepticism on the Chinese internet about how this was achieved and whether they used additional reinforcement like a magnet or a string to secure the handkerchief, and after watching the clip too many times, I tend to agree.President Trump has already imposed tariffs on China and is planning even more. What could the implications be for Chinas humanoid sector?Unitrees H1 and G1 models are already available for purchase and were showcased at CES this year. Large-scale US deployment isnt happening yet, but Chinas lower production costs make these robots highly competitive. Given that 65% of the humanoid supply chain is in China, I wouldnt be surprised if robotics becomes the next target in the US-China tech war.In the US, humanoid robots are getting lots of investment, but there are plenty of skeptics who say theyre too clunky, finicky, and expensive to serve much use in factory settings. Are attitudes different in China?Skepticism exists in China too, but I think theres more confidence in deployment, especially in factories. With an aging population and a labor shortage on the horizon, theres also growing interest in medical and caregiving applications for humanoid robots.DeepSeek revived the conversation about chips and the way the US seeks to control where the best chips end up. How do the chip wars affect humanoid-robot development in China?Training humanoid robots currently doesnt demand as much computing power as training large language models, since there isnt enough physical movement data to feed into models at scale. But as robots improve, theyll need high-performance chips, and US sanctions will be a limiting factor. Chinese chipmakers are trying to catch up, but its a challenge.For more, read Caiweis story on this humanoid pivot, as well as her look at the Chinese startups worth watching beyond DeepSeek.Now read the rest of The AlgorithmDeeper LearningMotor neuron diseases took their voices. AI is bringing them back.In motor neuron diseases, the neurons responsible for sending signals to the bodys muscles, including those used for speaking, are progressively destroyed. It robs people of their voices. But some, including a man in Miami named Jules Rodriguez, are now getting them back: An AI model learned to clone Rodriguezs voice from recordings.Why it matters: ElevenLabs, the company that created the voice clone, can do a lot with just 30 minutes of recordings. Thats a huge improvement over AI voice clones from just a few years ago, and it can really boost the day-to-day lives of the people whove used the technology. 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