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Cloud giants are drastically expanding Capex for AI infrastructure, driving explosive demand for GPU/ASIC racks. However, immense computing demand faces structural component shortages. Meanwhile, OEMs are transitioning into AI system integrators targeting sovereign clouds.
The “Humanoid Robot and Embodied Intelligence Standards System” is not just a technical document, but also a part of China's policy layout, with core purposes including the guidance of a healthy and orderly development of the industry, prevention of industrial fragmentation, and ensuring that safety and ethical standards are prioritized to reduce commercialization risks.
North American CSP CAPEX expansion drives dual demand for NVIDIA and custom chips. ODMs like Foxconn benefit from rack solutions and are expanding US/Mexico production. Power leaders Delta and LiteOn are shifting toward high-voltage, liquid cooling, and system-level integration to support high-density computing.
Tesla CEO Elon Musk plans to complete the construction of mass production lines for Optimus Gen 3 within 2026, targeting an annual output of 1 million units by year-end. However, considerable uncertainty remains regarding Optimus’ high-precision application scenarios, cost structure, supply chain dependency, and production progress—compounded by a history of missed production targets.
Looking ahead to 2026, major global CSPs are significantly increasing capital expenditures on AI infrastructure, focusing on high-density GPU racks and self-developed ASICs to optimize costs. North American giants are leading the adoption of NVIDIA solutions and proprietary chips, driving the share of AI servers and ASICs. Meanwhile, OEMs like Dell and IEIT are aggressively deploying AI solutions amidst intense competition and geopolitical challenges.
Humanoid robot manufacturers 1X Technologies and Boston Dynamics have both enhanced their products' adaptability to unstructured environments through model updates in mid-to-late January 2026. Looking at the current status of the overall industry, the maturity of capabilities among AI models is becoming the primary driving force, as hardware development converge in specifications. However, like AI in other fields, there are also limitations and risks when applied to humanoid robots, which scale with the effectiveness of their training.
In 2026, benefiting from strong capital expenditure by North American CSPs, AI server shipments and revenue share are expected to rise significantly, driving supply chain expansion and the development of liquid cooling technologies. Industry players such as Foxconn, Quanta, Wistron, and MGCooling are actively deploying rack-level and data center system liquid cooling solutions as well as overseas production capacities. Despite lingering geopolitical variables, overall market momentum remains robust.
At CES 2026, robotics emerged as the exhibition’s sixth-largest product category. Over 600 companies invested in related software and hardware across household, cleaning, logistics, and industrial sectors. Boston Dynamics’ Atlas formally entering mass production exemplifies the industry’s direction. Its design minimizes anthropomorphic features in exchange for greater stability, efficiency, and field readiness, while its initial deployment in factories highlights that industrial application remains the priority for commercialization.
As we enter 2026, our quarterly reports will continue to track and analyze the latest developments of core companies in the humanoid robot industry, and will also provide in-depth analysis of key components affecting product performance, as well as the corresponding supply chains, in conjunction with current events. Finally, we will forecast the overall industry trend for the year and the growth opportunities and potential challenges for the next quarter.
Driven by strong demand from US and China CSPs, 2026 AI server shipments will surge. Key drivers include NVIDIA and Google's ASICs, accelerating liquid cooling adoption. While general server refresh cycles aid growth, supply chain lead times remain a potential bottleneck.
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