Humanoid robots are having a moment. Earlier this week, Chinese robotics manufacturer UBTech announced it had obtained a 250-million-yuan ($35 million) procurement contract for its Walker S2 humanoid robots — the largest single order for humanoid robots globally to date. Tech billionaire Elon Musk is also a big fan of the tech. On Tuesday, Musk predicted that Tesla's Optimus robots will eventually make up around 80% of the electric vehicle maker's value. JPMorgan sees a few key players benefiting from the trend. In a research note Thursday, analysts at the bank said "the accelerating pace of commercialization, large-scale contract wins and ongoing supply chain ramp-up point to expanding market opportunities for leading players." Humanoid robots are artificial intelligence-powered machines

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