Over 2,000 gather at Humanoids Summit as AI sparks humanoid robots boom, but skepticism persists

Reviewed byNidhi Govil

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More than 2,000 robotics engineers from Disney, Google and startups convened at the Humanoids Summit in Silicon Valley to showcase AI-powered humanoids. While the boom in AI has reignited interest in humanoid robots, significant skepticism in humanoid robotics remains about their widespread commercial viability. With 50 companies raising over $100 million and China leading development, the robotics industry faces technical hurdles before general-purpose humanlike robots become workplace or household fixtures.

Humanoid Robots Take Center Stage at Silicon Valley Summit

The Humanoids Summit drew more than 2,000 attendees to Mountain View, California, this week, marking a significant moment for an industry once dismissed by investors as too capital-intensive and complex. Venture capitalist Modar Alaoui, founder of the event, gathered top robotics engineers from Disney, Google and dozens of startups to showcase technology and debate the future of humanoid robots

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Source: AP

Source: AP

The conference, held at the Computer History Museum just blocks from Google's headquarters, signals growing momentum in a field where artificial intelligence is breathing new life into decades-old ambitions to build machines that move and work like humans

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Alaoui, founder and general partner of ALM Ventures, believes many researchers now see humanoids or some physical embodiment of AI as inevitable. "The question is really just how long it will take," he said

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. His optimism reflects a broader shift in Silicon Valley, where the commercial boom in AI has transformed robotics from a "boring" investment into a hot sector attracting significant capital.

AI-Powered Humanoids Drive Investment in Robotics

Researchers at McKinsey & Company have identified about 50 companies worldwide that have raised at least $100 million to develop humanoids, with approximately 20 based in China and 15 in North America

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. China leads this race partly due to government incentives for component production and robot adoption, along with a mandate issued last year "to have a humanoid ecosystem established by 2025," according to McKinsey partner Ani Kelkar. Chinese firms dominated the expo section at this week's summit, held Thursday and Friday

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The advent of generative AI chatbots like OpenAI's ChatGPT and Google's Gemini has jolted the robotics industry in multiple ways. Beyond generating investor excitement, the same technical advances that made AI chatbots excel at language have helped teach robots to perform tasks more effectively. Paired with computer vision, robots powered by visual-language models can now learn about their surroundings

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. This convergence of advancements in artificial intelligence with robotics hardware represents a fundamental shift in what's technically possible.

Skepticism in Humanoid Robotics Remains High

Despite the enthusiasm at a conference designed to build momentum, significant doubts persist about the timeline for widespread commercial viability of general-purpose humanlike robots. "The humanoid space has a very, very big hill to climb," said Cosima du Pasquier, founder and CEO of Haptica Robotics, which develops touch capabilities for robots. "There's a lot of research that still needs to be solved," added the Stanford University postdoctoral researcher, who incorporated her startup just a week before attending

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Rodney Brooks, robotics pioneer and co-founder of iRobot, emerged as one of the most prominent skeptics. Though he didn't attend, his September essay arguing that "today's humanoid robots will not learn how to be dexterous despite the hundreds of millions, or perhaps many billions of dollars, being donated by VCs and major tech companies" was frequently mentioned throughout the summit

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. His critique highlights the gap between investor enthusiasm and technical reality.

Disney and Workplace Adoption Signal Progress

While general-purpose robots for households remain distant, some applications are advancing. Disney revealed that a walking robotic version of "Frozen" character Olaf will roam autonomously through Disneyland theme parks in Hong Kong and Paris early next year

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. Though entertainment-focused, such highly complex robots demonstrate progress in creating machines that can navigate real-world environments.

Agility Robotics announced shortly before the conference that its tote-carrying warehouse robot Digit will deploy to a Texas distribution facility operated by Mercado Libre, the Latin American e-commerce giant. The robot features inverted, birdlike legs rather than fully human anatomy

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. This practical workplace adoption suggests the robotics industry may find success in specialized applications before achieving the broader vision of general-purpose humanlike robots.

Comparing Humanoids to Self-Driving Cars

Alaoui draws parallels between humanoids and the early years of self-driving cars, having previously worked on driver attention systems for the automotive industry. Near the summit entrance sits a museum exhibit featuring Google's bubble-shaped 2014 prototype of a self-driving car. Eleven years later, vehicles operated by Google affiliate Waymo constantly transport passengers on nearby streets

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. This comparison offers both hope and caution—self-driving cars required over a decade of intensive development and remain limited to specific geographic areas.

Notably absent from the summit was representation from Tesla and Elon Musk's development of the humanoid called Tesla Optimus. Musk has designed the project to be "extremely capable" and sold in high volumes, claiming three years ago that people could probably purchase an Optimus "within three to five years"

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. That timeline is now being tested. Industrial robots performing single tasks already operate in car assembly and manufacturing with speed and precision that today's humanoids struggle to match, underscoring the technical challenges ahead for the industry.

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