And at the component level, a quiet revolution is happening. GaN power FETs are replacing silicon MOSFETs inside robot joint actuators. This means: → 50% smaller power stages → Switching frequencies jumping from kHz to MHz → Dramatically smoother motor control GaN market for robotics: $260M (2023) → $2B (2029). CAGR 40.6%.

Here's the problem: all open-source humanoid datasets globally are still in the tens-of-thousands of hours. For large-model training, that's basically zero. That's why insiders are calling 2025 "Year Zero" for robotics data scaling. What most people are missing: China now has 14 dedicated humanoid robot training facilities producing 25M real-robot data entries/year 60,000+ minutes of data have been open-sourced, broken into 117 reusable atomic skills 20,000 hours of commercial data already delivered to enterprise buyers A national-level open-source data community just launched — backed by the state, not any single company Real-robot data is being issued IP certificates and asset insurance. It's moving from gray-area byproduct to financeable asset on balance sheets

🔌 More Platform-Oriented The smartest companies are building a universal chassis + toolchain and letting integrators build vertical solutions on top. Power companies build inspection packages. Security firms build patrol networks. Think smartphones going from brands building their own apps → open ecosystems. One company already producing 30,000 joint modules/month with sub-2% failure rate.