Bloomberg: Chinese Suppliers Lock Up Humanoid Robotic Hands, the Choke Point in a $5 Trillion AI-Humanoid Race

Bloomberg's Oct 13 feature argues that Chinese suppliers' lock on dexterous robotic hands is becoming the structural choke point in the humanoid-AI race, with Smart Analytics data pegging Chinese makers at over 97% of H1 2026 global humanoid shipments (~19,100 units, triple the prior year). AgiBot alone took 44% share with 8,400 units, dwarfing US rivals Tesla, Figure, and Agility combined, and projections climb to 500,000 units by 2030.