Manufacturers of humanoid robots are reportedly generating a substantial portion of their revenue by supplying their creations to government-supported training centers. These centers subsequently monetize the training data they collect by selling it back to the industry, a practice the Financial Times describes as a renewed instance of "AI circularity." This development is fueling fresh concerns about a potential "humanoid bubble," particularly given Unitree's impressive stock market debut despite the existence of a US ban on foreign robots.
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