China: "We Are the Robots"

Nvidia's $10B robotics boom in China raises hard questions about export controls and who knows what when. Nvidia hits $10 billion in annual robotics AI revenue for China while Xpeng secures over $900 million for humanoid projects—but a critical question haunts this growth: when export licenses change in Washington, who finds out first? We unpack the geopolitical chess match unfolding in automation, the collapse of the information hierarchy, and why every factory floor decision made today could be obsolete by 2031.