ITjuzi: Chinese embodied AI companies raised ~$13B across 322 deals in H1 2026, up 5x YoY, as robot makers shift focus from hardware to AI
THE SO WHAT
A ~$13B, 5x YoY funding surge into Chinese embodied AI is a bet that the value pool is shifting from mechatronics to software brains. If you build autonomy stacks outside China, assume a wave of well-capitalized competitors with tight hardware-software integration hitting export markets inside 24–36 months.
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