中美兩國在具身智能的發展路徑上出現了顯著分歧，關鍵在於訓練資料的獲取方式。美國企業多依賴實驗室模擬或購買廉價勞動力數據，而中國則利用其龐大的供應鏈優勢與政府支持的資料收集中心，直接將機器人投入真實的工業與家庭環境中，透過大規模實際操作來獲取海量訓練數據。
面對人口老齡化與勞動力短缺的挑戰，中國將人形機器人視為維持經濟增長與解決缺工問題的關鍵。透過在各類真實場景中的大規模部署，中國企業正積極累積數千萬小時的數據，期望能率先突破AI模型的訓練瓶頸，進而主導未來價值高達五兆美元的人形機器人市場。
China is deploying humanoid robots into industrial settings such as logistics hubs and factories at an unprecedented pace, surpassing the US in rollout speed. Backed by strong government support and a massive influx of investment, the Chinese robotics industry is undergoing a major shift from hardware manufacturing to the development of "embodied intelligence" software, with many tech giants and startups rushing to develop their own robotic AI models.
A significant divergence has emerged between China and the US in their development paths for embodied intelligence, primarily concerning how training data is acquired. While US companies heavily rely on laboratory simulations or purchasing data generated by low-cost labor, China is leveraging its massive supply chain advantages and government-backed data collection centers to deploy robots directly into real industrial and domestic environments, capturing vast amounts of training data through large-scale real-world operations.
Faced with the challenges of an aging population and impending labor shortages, China views humanoid robots as a crucial solution for sustaining economic growth and filling workforce gaps. Through large-scale deployments across a wide variety of real-world scenarios, Chinese companies are aggressively accumulating the tens of millions of hours of data required to break through the AI model training bottleneck, hoping to take the lead in the future five-trillion-dollar humanoid robot market.