Came across an interesting report from SVRC Research called "State of Robotics 2026", published in April.

Which listed:
1. Figure AI
2. Agility Robotics $CCXI
3. Apptronik
4. $TSLA
5. Boston Dynamics
6. Physical Intelligence
7. 1X Technologies
8. $AMZN Robotics
9. Covariant
10. Skild AI
As the National Champions of the United States robotics program.
"The United States leads the world in where robotics is heading: Fundation models, OpenAI-style scaling laws applied to action, autonomous vehicles.
While losing the race on where robotics is shipping today."
Then it frames:
1. Rare Earths Exposure: from Neodymium for motors to samarium-cobalt for high-temp applications as a critical vulnerability.
2. Actuator dependency. Series elastic actuators, quasi-direct-drive motors, and precision reducers overwhelmingly sourced from Japan, Germany, and China
As one of the main vulnerabilities alongside Manufacturing velocity/data collection cost/regulations. Then their take was:
"With at least six well-funded US humanoid companies competing for a market still in early formation, we expect at least two significant consolidation events (acquisition or merger) in 2027".
With Logistics / E-commerce (like $AMZN / $FDX) and Automotive from $GM to $FORD as being the immediate top use cases for deployment.
I think it's just interesting to see a lot of my points I've been talking about reiterated by research firms. Regardless, I do think it's going to be a major frontier race between the US and China.
Agility Robotics (which I own), Tesla, Figure, and Apptronik as leaders representing the USA. Competing against Unitree, AGIbot, Ubtech, and others in China.