- Inyunyana yakwaHyundai iyaphikisana nokwethulwa kwamarobhothi anjenge-humanoid ngaphandle kwesivumelwano sangaphambilini, okubangele ukuhlasela okungaphelele eNingizimu Korea.
- I-United States ivimbele ukungena kwamarobhothi amasha aseShayina anjenge-humanoid ngezizathu zokuphepha kwezwe, okuzuzisa abakhiqizi bendawo.
- I-WisdomTree yethula i-ETF egxile ekuhlakanipheni okwenziwe ngokomzimba, okuhlanganisa ama-humanoid nama-drones, ukuze ihehe intshisekelo yabatshalizimali.
- USolwazi Luis Sentís, umsunguli we-Apptronik, usekela amarobhothi agxile kubantu futhi ubikezela ukukhula okukhulu kwama-humanoids eSpain.
Amarobhothi asebenzisa abantu adlulele ngale kwelebhu njengomqondo othembisayo futhi aba yindawo yokulwa lapho izintshisekelo zezimboni, imithetho kahulumeni, kanye nezidingo zabasebenzi kuhlangana khona. Ngenkathi abatshalizimali bebona la marobhothi njengethuba lebhizinisi, abasebenzi besaba imisebenzi yabo, kanti ohulumeni bazama ukuvikela izintambo zabo zokuhlinzeka. Emasontweni amuva nje, izindaba ezintathu zibuse ezindabeni: isiteleka eHyundai mayelana nokufika kwerobhothi elisebenzisa abantu elisebenzisa abantu elisebenzisa abantu elisebenzisa abantu abasebenzisa izinto ezisetshenziswa ngabantu, ukuvinjelwa kwe-FCC kumarobhothi aseShayina, kanye nokwethulwa kwe-ETF ekhethekile ekuhlakanipheni kokwenziwa ngokomzimba.
Impikiswano ayintsha, kodwa isivinini amarobhothi asebenzisa abantu abamnyama athuthuka ngaso—njenge-Atlas yeBoston Dynamics noma intuthuko ye-Apptronik—sisheshise izehlakalo. ESpain, uSolwazi Luis Sentís, umsunguli we-Apptronik, uthi inani labantu abasebenzisa abantu abamnyama emadolobheni afana ne-Austin likhula kakhulu nokuthi kuzokwenzeka okufanayo eBarcelona naseMadrid. Okwamanje, ukutshalwa kwezimali emhlabeni wonke kulo mkhakha kukhuphuke kusuka ku-$40 million kuya ku-$40.000 billion eminyakeni emine nje kuphela, ngokusho kukaSentís ngokwakhe.
Impikiswano yabasebenzi eHyundai: irobhothi le-Atlas njengesiqalo
Inyunyana yabasebenzi bensimbi beHyundai, enamalungu acishe abe ngu-40.000, iphikise kakhulu inhloso yenkampani yokungenisa amarobhothi esizukulwane esilandelayo emafektri ayo ngaphandle kwesivumelwano sangaphambilini. Ingxabano igxile ku-Atlas, irobhothi elifana nomuntu elivela eBoston Dynamics , inkampani elawulwa yiHyundai, iqembu laseKorea eliyiveza njengokuzibophezela kwayo ekuhlakanipheni okwenziwe ngokomzimba. Abasebenzi abaphikisani nomshini ngokwawo, kodwa nokusetshenziswa kwawo ngaphandle kwengxoxo yangaphambilini. Bafuna ukuthi noma yiliphi irobhothi elisekelwe kubuchwepheshe obusha lidinge isivumelwano phakathi kwamaqembu ngaphambi kokungena ezindaweni zokukhiqiza.
Lezi zidingo zihambisana nepulatifomu yomholo: ibhonasi engu-30% enzuzweni ehlanzekile, ukwenyuka kweminyaka yokuthatha umhlalaphansi kusuka eminyakeni engu-60 kuya kwengu-65, ukwenyuka komholo oyisisekelo, kanye nohlelo lwesinxephezelo sanyanga zonke oluqeda ukuthembela esikhathini esengeziwe. Le nkampani inikeze iziphakamiso ezikude kakhulu nalezi zidingo , ikhuluma ngokwehla kwenzuzo ngo-2025 kanye nesidingo sokubekela eceleni imali yokutshalwa kwezimali. Maphakathi noJulayi, ingxabano yanda yaba yisiteleka esingaphelele sezinsuku ezintathu emafektri amakhulu aseKorea, kanye nokumiswa komsebenzi kwamahora amabili ngeshifti ngayinye.
Lokhu kungezwani akuyona into eyenzeka yodwa. Kuyingxenye yegagasi lokugqugquzela elisakazeka ohlelweni lwezimboni lwaseKorea, kusukela ku-Samsung Electronics kuya ku-SK Hynix, futhi manje selifinyelela emkhakheni wezimoto. Izisebenzi ze-Hyundai zithole amavoti angu-87% asekela ukugqugquzela , zikhombisa ukwesekwa kwangaphakathi komzabalazo odlula iholo nje. Umbuzo oyisisekelo ukuthi ubani onquma ukuthi ukuzenzekela kuzokwenzeka kanjani futhi nini, nokuthi izinzuzo zokukhiqiza okwandisiwe zisatshalaliswa kanjani.
Ukuvinjelwa kwe-FCC: I-US ivala umnyango kuma-humanoid aseShayina
Ngomhlaka-28 kuJulayi 2026, i-U.S. Federal Communications Commission yengeze izigaba ezimbili ohlwini lwayo lwemishini evinjelwe: amadivayisi e-robotic athuthukisiwe—ama-humanoid nama-quadruped—kanye nama-inverter kagesi axhunyiwe. Lesi sinyathelo sithinta ngqo abakhiqizi baseShayina abanjengo-Unitree , abangeke bakwazi ukuthola imvume yamamodeli amasha emakethe yase-US. Amarobhothi asevele ethengisiwe noma agunyaziwe asasebenza, kodwa izizukulwane ezizayo azifakiwe.
I-FCC iqinisekisa lesi sinqumo ngokucaphuna izingozi zokuphepha kwe-inthanethi, ubuthakathaka be-supply chain, kanye nokwenzeka kokubhekwa kude ngabalingisi bangaphandle. Incazelo "yedivayisi yerobhothi ethuthukisiwe" ibanzi : noma yimuphi umshini ohamba phansi, ohambahambayo, noma ogwema izithiyo, ohlonyiswe ngezinzwa nokuxhumeka, futhi onesisindo esingaphezu kwamakhilogremu amabili. Lokhu kungafaka ngisho nemishini yokuhlanza i-vacuum yamarobhothi ethuthukisiwe, njengaleyo evela ku-DJI.
IShayina isigxekile lesi sinqumo futhi isongela ngokuziphindiselela. Okwamanje, izinkampani zase-US ezifana neTesla, i-Figure AI, i-Agility Robotics, kanye ne-Apptronik ziyazuza ekuncintisaneni okuncishisiwe. Ukuvinjelwa akuphelele, kodwa kuphawula ukuguquka kwezepolitiki ze-geopolitics zamarobhothi . Kwabaqalayo baseYurophu naseSpain, lesi sinyathelo sivula ithuba: uma bekwazi ukukhiqiza ngaphandle kweShayina, bangafinyelela emakethe yase-US ngezimbangi ezimbalwa.
Ukwanda kokutshalwa kwezimali ekuhlakanipheni kokwenziwa okungokoqobo
Nakuba izingxabano zabasebenzi nezomthetho zibusa ezindabeni ezinkulu, izwe lezezimali liyathuthuka. I-WisdomTree, umhlinzeki ohamba phambili we-ETF, wethule i-WisdomTree Physical AI, i-Humanoids kanye ne-Drones UCITS ETF (WPAI), ngemali engu-0,45%. Lesi sikhwama sibhalwe ezimakethe eziningana zaseYurophu , okuhlanganisa i-Xetra, i-Borsa Italiana, i-Euronext Paris, kanye ne-SIX Swiss Exchange, futhi sizofakwa ohlwini eLondon ngoFebhuwari 19, 2026.
I-ETF ilandelela inkomba yayo eqapha izinkampani ezihilelekile ekuhlakanipheni okwenziwe ngokomzimba, enezigaba ezinhlanu: amarobhothi angabantu, ama-drone kanye nokuhamba okuzenzakalelayo, amafektri ahlakaniphile, izinto zokuthutha zesizukulwane esilandelayo, kanye nezicelo ezivelayo kwezempilo, ezolimo, ukwakhiwa, kanye nokuzivikela. Ukugxila kwamanje kusezintweni ezingabantu kanye nama-drone , kuchaza uPierre Debru, inhloko yocwaningo eYurophu kwa-WisdomTree. Umqondo uwukunikeza abatshalizimali ithuba lokuqala lokuthola indawo esathuthuka, lapho abawinile besikhathi eside bengakacaci khona.
Lokhu kuhamba kwezezimali kubonisa ukuzethemba kokuthi ubuhlakani bokwenziwa obungokoqobo—imishini esebenza ngokuzimela ezweni langempela—kuzoba umjikelezo omkhulu wezobuchwepheshe olandelayo. Ukutshalwa kwezimali emhlabeni wonke kuma-humanoid kukhuphuke kusuka ku-$40 million kuya ku-$40.000 billion eminyakeni emine , ngokusho kukaLuis Sentís, okubonisa ukuthi imali ibheja kakhulu kulobu buchwepheshe.
Ukuthuthukiswa kwamarobhothi asebenzisa abantu eSpain naseYurophu
Ngasohlangothini lwezobuchwepheshe, isithombe sikaLuis Sentís, uSolwazi we-Aerospace Engineering eNyuvesi yaseTexas kanye nomsunguli we-Apptronik, siyisihluthulelo. USentís wasungula inkolelo-mbono 'yokulawula umzimba wonke ,' evumela amarobhothi ukuthi ahambe futhi aphathe izinto ngasikhathi sinye, futhi manje usebenza 'ekuxhumaneni komzimba wonke,' lapho irobhothi liqoqa ulwazi oluvela endaweni yalo ukuze linikeze izinsizakalo kubantu. Inkampani yakhe, i-Apptronik, ivule isikhungo sokuqeqesha amarobhothi ngokuqoqwa okukhulu kwedatha yangempela.
USentís, owaqala izifundo zakhe ze-postgraduate eStanford ngenxa yesibonelelo esivela kwi-"la Caixa" Foundation, usekela amarobhothi agxile kubantu. Amarobhothi adinga imizwa ukuze axhumane kangcono , hhayi ukuthi athathe indawo yabantu, ugomela. Ngokombono wakhe, izindleko zokukhiqiza zehle kakhulu: irobhothi elinomuntu lingatholakala cishe ngama-euro angu-3.000, okwenza likwazi ukuthengeka ezimbonini, ezibhedlela nasemakhaya.
ESpain naseYurophu, umbono uyathembisa. I-Sentís ibikezela ukuthi ukukhula okukhulu kwamarobhothi anjenge-humanoid abonwe e-Austin kuzophindeka eBarcelona naseMadrid. Ukuhlanganiswa kwezimali ze-European NextGen, izinkampani ezintsha zasendaweni ezifana neTheker Robotics - ezisebenzisana neMango ezenzakalelayo zezokuthutha - kanye nesithakazelo kubatshalizimali kudala uhlelo oluhle lwemvelo. Kodwa-ke, imithetho yase-US kanye nezingxabano zabasebenzi eKorea kusebenza njengesikhumbuzo sokuthi indlela ngeke ibe lula.
Amarobhothi asebenzisa abantu athuthuka ngesivinini esingenakuvinjelwa, kodwa ukusetshenziswa kwawo kuphakamisa imibuzo edlula kakhulu ubuchwepheshe. Ubani onquma ukuthi amarobhothi aqaliswa kanjani, ukuthi izinzuzo zokwenza izinto ngokuzenzakalela zisatshalaliswa kanjani, nokuthi yimaphi amazwe alawula uchungechunge lokuhlinzeka yizinkinga ezizochaza ikusasa lomsebenzi kanye nemboni. Ngenkathi abatshalizimali bebheja egxathu elikhulu elilandelayo, abasebenzi kanye nohulumeni bazama ukungashiywa ngemuva enkundleni yokudlala yomhlaba wonke eshintsha ngokushesha.