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Genki Robotics, the Tokyo startup founded by Android creator Andy Rubin, showed its humanoid for the first time at Prime Minister Sanae Takaichi's physical AI meeting. The unit walked for the first time three days earlier, and Genki plans an open Android-style platform built on Japanese hardware.
The bank says supply, not demand, limits the pace, puts humanoid costs near labor parity and favors component suppliers such as Timken, ROBOTIS and Orbbec.
Huang left NVIDIA on Thursday after reports of an affair with a suspected Chinese intelligence asset. The board says the product roadmap, including its robotics work, continues without interruption.
A new resolution in San Mateo County aims to mandate on-site human supervision, automation impact fees, and strict fire safety requirements for commercial humanoids, setting a high regulatory bar for physical AI startups.
