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TrendForce raised its 2026 global server shipment forecast, driven by surging AI server demand from CSPs and enterprises, with momentum expected through 2027.
Fraunhofer IPA unveils six-dimension humanoid testing standards exposing real-world limits, while China advances a full-chain framework, signaling a multi-pole global standards landscape ahead.
2026 server market accelerates on AI demand; CSPs expand CAPEX while OEMs compete via rack-scale and liquid cooling solutions.
Figure AI locks Figure 04 design for mass production, while Figure 03 proves long autonomous warehouse runs and home collaboration, advancing its industry-first, home-next commercialization roadmap.
CSP Capex fuels AI server growth; GPU and ASIC engines drive market upgrades as liquid cooling adoption accelerates.
Hannover Messe 2026 elevates humanoid robots alongside industrial AI, marking the shift from showcase to industrial deployment, with task capability, supply chain readiness, ROI, and standardization shaping the next phase.
Global CSPs expand AI infrastructure investment, with Google and Microsoft leading on TPU and GPU racks while Chinese peers diversify amid geopolitical constraints.
AgiBot unveils interactive world model, end-to-end action model, and dev platform, advancing embodied AI from perception to deployment as humanoid hardware converges.
The commercialization of humanoid robots worldwide is progressing more and more significantly. 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.
AI server demand stays robust with GB leading H1; Rubin ramps in Q3. ASIC share dips slightly as GPU dominates. Component shortages cap general server growth. Liquid cooling competition intensifies.
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