America's Losing the Robot War | The Humanoid Gold Rush Part 5

Business Onion · Part 5 - Americas Losing the Robot War · 2:28

In January 2026, Elon Musk admitted it: "we don't see any significant competitors — outside of China." He had reason to. In 2025 Tesla shipped about 150 humanoid robots; China's makers shipped more than 10,000 — nearly 9 of every 10 on Earth, per Omdia. And China refines ~90% of the rare-earth magnets every robot's joints depend on, so when Beijing tightened exports, it directly slowed Optimus. But here's the twist the smartest money saw: in a gold rush, don't bet on the miners. Nvidia sells the shovels — its chips are the brains inside robots from Texas to Shenzhen — and it's worth ~$5 trillion. China owns the mine, the supply chain. The two sure winners of the robot race may not be a robot at all. As for the prize? Goldman says $38B by 2035; Morgan Stanley says $5 trillion by 2050. Nobody truly knows — because no humanoid on Earth can yet work a full shift, alone, without a human close by. The gold rush is real. The gold's still in the ground. And whoever finally digs it out, the shovels and the mine already got paid. The finale of THE HUMANOID GOLD RUSH. Watch the full series from Part 1 — and subscribe. Some scenes are cinematic reconstructions of documented events. All quotes, dates, and figures are verified. #HumanoidRobots #Nvidia #Robotics #AI #China #Shorts