The global server market sees moderate growth driven by AI investments and major cloud providers adopting advanced AI chips amid trade uncertainties.
WRC 2025 showcased various new humanoid robots. The organizers also released industry development trends and application scenarios to shape the short-, medium- and long-term technical and practical axes of humanoid robots.
Geopolitical and tariff risks accelerate US local server ODM production, with strong growth in AI server shipments driven by NVIDIA and AMD platforms; cooling technology advances boost supplier growth amid stable capacity and cautious demand.
Global cloud data centers rapidly adopt liquid cooling as the standard for AI server cooling, driving supply chain growth.
The AI server market is growing rapidly due to generative AI, driven by cloud service providers. AI server shipments are expected to continue to outpace general-purpose servers and account for a significant portion of the overall server market.
In 2025, the electronics industry sees diverging trends: strong AI demand, weak consumer devices, early pull-in erases seasonality, and future growth slows.
Recently, multimillion RMB procurement projects for humanoid robots have emerged in China. Among the winning companies, UBTECH has continued to achieve technological breakthroughs in the domestic humanoid robotics industry, focusing on innovations such as autonomous battery swapping and collective intelligence. The company is actively collaborating with automotive manufacturers to promote smart factory applications, demonstrating significant potential for large-scale commercial deployment.
US policy shifts ease chip export bans, boosting AI server shipments growth; major tech firms expand AI data centers globally.
In 2025, China's humanoid robot market grows rapidly with major investments from tech companies and local governments. Japan’s early research needs more commercialization. Galaxy General announces major funding and new tech advancements.
This report focuses on the humanoid robot industry, analyzing leading manufacturers, product specifications, key components, supply chain activities, and future market trends.
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