Robotics

#ubtech · How Robots Are Reshaping Work

New robots, new capabilities. Tracking what's coming for the workforce.

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China's State Grid Just Bought 8,500 Robots for $995M — 500 Humanoids on Live-Voltage Lines, 5,000 Dogs on Substations, and the Five Vendors All IPO This Year

State Grid Corp. of China just issued the single largest procurement order in the history of embodied robotics: 6.8 billion yuan ($994.7M) for 8,500 units in 2026. The mix is 5,000 quadrupeds, 500 humanoids, and 3,000 dual-arm wheeled manipulators — split among Unitree, Deep Robotics, AgiBot, UBTECH, and Fourier Intelligence, all five of which are pre-IPO. The first ten-billion-yuan vertical market for physical AI is the Chinese power grid, and the buyer is the state.

May 2, 2026 —

#state-grid#china#unitree