China's Dancing Robots Spark Debate on AI Ambitions and Propaganda
China's Dancing Robots: AI Progress or Propaganda?

China's Humanoid Robots Take Center Stage in High-Profile Gala Performance

Dancing humanoid robots captivated audiences on Monday during the annual China Media Group's Spring Festival Gala, the nation's most-watched official television broadcast. These robots executed a series of intricate stunts, including kung fu moves, comedy sketches, and choreographed dance routines alongside human performers. Notably, not a single robot fell over during the performance, which featured lunges, backflips, spins, and jumps.

Mixed Reactions from Experts on Technological Implications

The display has sparked a debate among experts, with some viewing it as an impressive demonstration of China's advancements in robotics and artificial intelligence, while others caution that it should be interpreted through the lens of state propaganda. Kyle Chan, an expert in China's technology development at the Brookings Institution in Washington DC, highlighted that Beijing uses such public robot performances to dazzle both domestic and international audiences with China's technological prowess.

Chan emphasized that humanoid robots serve as highly visible examples of China's technological leadership, unlike AI models or industrial equipment, which are less accessible to general audiences. He pointed to the intensifying competition between China and the US in the tech space, noting that while the two nations are neck-and-neck on AI, humanoid robots represent an area where China can claim to be ahead, particularly in scaling up production.

Analyzing the Progress and Limitations of the Robots

Georg Stieler, head of robotics and automation at Stieler Technology and Marketing, underscored the symbolism of the prime-time broadcast, describing it as a direct pipeline from industrial policy to public spectacle. Comparing this year's performances to last year's, which featured simpler motions like walking and kicking, Stieler identified key signals of progress, such as the ability to run large numbers of near-identical humanoids in synchronized motion with stable gaits.

However, Stieler also noted significant limitations. He explained that the robots' stage performance does not equate to industrial robustness, as they were trained for specific routines hundreds or thousands of times and cannot easily adapt to new tasks. The motions involved minimal environmental perception and relied on imitation learning plus balance-keeping controllers, which have little bearing on reliability in unstructured environments—a prerequisite for factory-grade deployment. Additionally, progress in dexterity has not kept pace with advancements in locomotion.

China's Broader Technological Ambitions and Economic Context

The unveiling of China's latest generation of robots underscores the country's broader technological ambitions. By the end of 2024, China had registered 451,700 smart robotics companies, with a total capital of 6.44 trillion yuan (approximately $932.16 billion), according to state data. Major government initiatives, such as Made in China 2025 and the 14th Five-Year Plan, have prioritized robotics and AI as key areas for development.

Morgan Stanley projects that China's humanoid sales will more than double to 28,000 units by 2026. Elon Musk has also acknowledged China's competitive edge, stating that he expects his biggest competitor to be Chinese companies as Tesla pivots toward embodied AI and its flagship humanoid, Optimus. Musk remarked last month that people outside China underestimate the nation's capabilities, describing it as an ass-kicker on a next level.

Implications for Manufacturing and Global Perceptions

Marina Zhang, a technology professor at the University of Technology Sydney, suggested that such a visible showcase likely hints at a new phase in China's manufacturing masterplan, where robotics becomes a linchpin in the shift from low-cost assembly to high-end, smart manufacturing. This performance not only highlights technological progress but also serves as a strategic tool in shaping global perceptions of China's innovation and industrial strength.