The Global State of Robotics — 2026
A briefing on where the money in robotics is, what the humanoid stack really costs, and the US–China split — with the hype and the definitions kept honest.
我搭建多智能体系统,并研究美中人工智能的真实走向。
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我是 Joe。我从咨询起步,进入一线技术实施,如今担任 Aethir 的首席营销官——一家为 AI 构建基础设施的 GPU 云计算公司,活跃于美国与亚洲两地。
A briefing on where the money in robotics is, what the humanoid stack really costs, and the US–China split — with the hype and the definitions kept honest.
A full map of the US–China frontier-AI race — who can train at the frontier at all, why compute is still the master chokepoint, and where the gap is closing.
A from-first-principles map of the chip value chain and its chokepoints — TSMC, HBM, advanced packaging, China's real ceiling, and the AI-driven power wall.
A social pick-the-winners game for the 2026 World Cup — call the group stage and the bracket, then see who in your group actually called it.
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