One country holds nine of ten video slots and 97% of humanoid shipments

Claim

Chinese systems hold nine of the top ten text-to-video slots, arguably the road to the world models behind humanoids and robotaxis, while Chinese makers took 97% of global humanoid shipments in a half that tripled to 19,100 units, with American vendors rounding to zero.

Reported metric: 97% / 19,100 units

Reporting date: 2026-08-10 (not necessarily the event date)

Sources

Attribution and reporting linked by this record; links do not imply independent verification.

• Welcome to August 10, 2026 (theinnermostloop.substack.com)