Morning Brief | Construction robot market size expected to exceed 80 billion yuan; Musk says humanoid robots will become the world's largest industry

Honeywell Technology Partners with NVIDIA and Dell Technologies to Launch Forge Cognition, Advancing Physical AI in Building and Industrial Operations October 16, 2026 — Honeywell Technology (Nasdaq: HON) recently launched Forge Cognition, an integrated agentic AI and simulation platform for facility operations that combines technologies from NVIDIA and Dell Technologies and is applicable to a variety of physical environments, including buildings, campuses, and industrial operations. Green data center market to reach $197.02 billion by 2031 — MarketsandMarkets™ report According to information released by MarketsandMarkets™ on October 20, 2026, the global green data center market continues to expand at a relatively rapid pace. The report projects that the market will grow from approximately $60.77 billion in 2026 to $197.02 billion in 2031, with a compound annual growth rate (CAGR) of 26.5% from 2026 to 2031. Musk: Humanoid robots will become the world's largest industry; Optimus external deliveries expected by the end of next year On Wednesday, U.S. Eastern Time, Tesla CEO Musk said at Tesla's earnings call that he firmly believes the entire humanoid robot sector will become the world's largest industry, and that the number of humanoid robots on Earth may even exceed the number of humans in the future. He also expects that by the end of next year, a series of issues including robot AI, electromechanical design, reliability, and service life are expected to be resolved, "and at that point, we can begin delivering Optimus to companies other than Tesla." Tesla to establish Optimus Robot Academy, plans to mass-produce 20,000 units for autonomous training On October 21, 2026, Tesla CEO Musk announced at the earnings call that Tesla will build a dedicated training facility for the Optimus humanoid robot, the "Optimus Academy." The plan aims to simulate how human toddlers learn, allowing the robot to observe human operations and practice repeatedly to master real-world task skills. Unitree Technology's Wang Xingxing: Unitree G1 robot has cumulatively rolled off the production line about 10,000 to 20,000 units At the 2026 World Physical AI Conference and Unitree Partner Ecosystem Conference, Unitree Technology founder Wang Xingxing said that since its release in May 2024, the Unitree G1 robot has cumulatively rolled off the production line about 10,000 to 20,000 units. Samsung Electro-Mechanics to receive a combined KRW 3.7 trillion investment from Tesla and NVIDIA to jointly build AI chip substrate production lines Tesla and NVIDIA will invest KRW 1.1 trillion and KRW 2.6 trillion, respectively, to jointly build FC-BGA (flip-chip ball grid array substrate) production lines with Samsung Electro-Mechanics; these are next-generation packaging substrates for AI semiconductors. FC-BGA has currently become a new bottleneck in the AI supply chain, and the two companies have finalized their investment in Samsung Electro-Mechanics' plant. DeepSeek reportedly completes RMB 100 billion financing, with CATL and Tencent participating DeepSeek has reportedly completed approximately RMB 100 billion (USD 15 billion) in financing, one of the largest financing deals in China's history. CATL and Tencent are among the largest investors in this round. iFlytek releases device-cloud integrated Spark X2.6 On October 22, at the main forum of the 2026 iFlytek Global 1024 Developer Festival, the device-cloud integrated iFlytek Spark X2.6 was released, with capabilities on both the cloud and device sides (Spark X2.6-4B) improved simultaneously. Through precise division of labor and on-demand collaboration, it balances task performance, security, and cost. In the future, 60% of applications can be completed locally for data security; 30% of applications will be completed through cloud collaboration; and 10% will require cloud-based large models. Construction robot market size expected to exceed RMB 80 billion Data shows that the domestic construction robot market was less than RMB 8 billion in 2023 and rapidly climbed to RMB 18.6 billion in 2025, with a two-year compound growth rate of over 52%; it is expected to exceed RMB 28 billion in 2026, a year-on-year increase of more than 50%; and by 2030, the market size is expected to exceed RMB 80 billion. XGIMI releases AI Memory Band L1 and Glasses G1 On October 22, 2026, XGIMI Technology officially launched the AI Memory Band L1 and AI Memory Glasses G1. Both products support all-day AI recording, automatic organization of meeting minutes and to-do items, personalized AI conversations, and local encrypted storage. The Band L1 can switch between wrist-worn and pendant forms, with a battery life of 2-5 days; raw audio is deleted immediately, and memories are stored only in encrypted form on the user's phone. Pricing has not yet been announced, and it is available in black and beige. (Excerpt) Original title: Qianjia Morning Report | Tesla to establish Optimus Robot Academy, plans to mass-produce 20,000 units for autonomous training; green data center market to reach $197.02 billion by 2031 — October 23, 2026