Eseandre Mordi
⬤ Global humanoid robot shipments hit nearly 13,000 units in 2025, with Chinese company AGIBOT leading the pack at 5,100+ units delivered—proving these machines are moving from lab experiments to actual commercial work.
⬤ Real-world deployment data is becoming the ultimate competitive weapon. Companies with robots already working in factories and public spaces are collecting the kind of operational data that simulation and motion-capture simply can't replicate, creating a potential moat that's tough to cross.
⬤ AGIBOT's robots are already doing real jobs across China—factory warehouses at Joyson Electronics and Fulin Precision, plus customer-facing roles in museums, malls, and tourist spots. Their 5,000th unit delivered was an X2 model designed for public interaction.
⬤ Tesla's preparing to launch Optimus V3 and scale up production, while Boston Dynamics and UBTECH are also pushing toward commercial deployment. But here's the thing: whoever builds the biggest real-world data flywheel first might lock in a serious advantage before the market really explodes in 2026.
Eseandre Mordi
