Chinese humanoid robots are moving closer to the US market as startups like LimX expand overseas, raising pressure on Tesla’s Optimus.

Airbus ordered UBTech’s Walker S2, a full-size humanoid that stands 176 cm tall (5’9"), weighs 70 kg (154 lbs), and walks at about two meters/second (4.5 mph). It has dextrous hands with 11 degrees of freedom and tactile sensors, and can hold 7.5 kg (16.5 lbs) in each hand and 1 kg (2.2 lbs) with each finger.

Chinese humanoid robot companies are expanding globally, piling pressure on Elon Musk’s Optimus before it reaches mass production.

Humans are desperate to put the robots to work. The only problem is, the robots don’t “work” to any degree. These humanoid bots are interesting. Some are even cute. Few, if any, are anywhere close to prime time. It was a dour scene at CES 2026, so much so I can’t help but wonder if they ever will be.

Tesla’s annual profit plunged to its lowest level since the pandemic five years ago as it lost the title of the world’s biggest electric vehicle maker to a Chinese rival and boycotts hammered sales. The EV company run by Elon Musk reported Wednesday that net income last year dropped 46% to $3.