This Week in European Tech: Can Europe compete with China in the robotics race?

China is moving quickly in physical AI and humanoid robotics. For Europe, the bigger question is not simply whether it can match Chinese hardware, but whether it should try to compete on the same terms at all.In this episode of This Week in European Tech, Dan Bowyer⁠ and ⁠Mads Jensen⁠ of ⁠SuperSeed discuss what China’s progress in robotics means for European companies, where Europe may still have an edge and why the most valuable opportunity could sit in the software, intelligence and systems built around the hardware.They also explore whether humanoid robots are really the right form factor for many industrial applications. In some cases, the better answer may be to embed intelligence directly into the machine itself and focus on solving the full business problem.Other highlightsNvidia’s growing role in financing the AI infrastructure boomThe cybersecurity risks emerging from increasingly capable AI agentsWhy reverse acquihires could become more common in EuropeCambridge Aerospace and the gap in Europe’s defence manufacturing capacity