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Chinese automakers are following Tesla’s bet that robots are the next big profit machine

Chinese automakers are increasingly investing in humanoid robots, following Tesla's strategic bet that robots represent the next major profit opportunity. Technical progress has spurred a new wave of companies entering the humanoid robotics space, all based in China.

Background

Tesla has been heavily investing in humanoid robot development (Optimus) as a potential future revenue driver beyond its automotive business. Chinese EV makers like Xiaomi, NIO, and others have been observing and entering this space as robotics technology matures.

Source
TechCrunch
Published
Aug 29, 2026 at 07:24 AM
Score
6.0 / 10