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“top Chinese humanoid companies and EV players (including AgiBot, Unitree, UBTech, and XPENG) rely heavily on Nvidia $NVDA hardware (Jetson chips) and software p”
@pequityresearch
XPENG is the only publicly-traded named player pivoting from EVs into humanoid robots, with XPENG Iron running on Nvidia compute inside the world's largest humanoid deployment market.
XPEVLONG@ $12.14
$13.16+8.44%
since call Jun 28
peak +18.9%
“12,800 units installed in China in 2025 made up more than 80% of global installations”
@pequityresearch
China commands 80%+ of global humanoid robot installations, and a robotics/embodied AI closed-end fund offers diversified exposure to the entire sector surge without picking a single winner.
BOTLONG@ $32.05
$26.37-17.72%
since call Jun 28
peak +18.7%
in postLONG
“Despite localized hardware efforts, top Chinese humanoid companies and EV players (including AgiBot, Unitree, UBTech, and XPENG) rely heavily on Nvidia $NVDA ha”
@pequityresearch
Nvidia is the universal AI brain for every leading Chinese humanoid firm, locking in structural compute demand as China's robotics deployment scales globally.
NVDALONG@ $189.93
$199.74+5.17%
since call Jun 28
peak +11.1%
TIMESTAMPS
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