Investors Warn: AI Hype is Fueling a Bubble in Humanoid Robotics | RoboticsTomorrow

December 16, 2025. Most preferred primary equity capital (VC) experiences from KPMG and PitchBook confirm that AI remains within the lead, representing majority of all financial investments this year. Information from CB Insights exposes that investors’ factor to consider right thru the AI market is involving impulsively towards commercial humanoid robotics. Which capability, investors say the flooding of AI resources is pressing robotics towards a speculative area, with way too many start-ups appealing innovations with out commercial proof.

Last quarter, commercial humanoid robotics recorded 17 deals – basically one of the most of any type of group. AI ended up being as quickly as noiseless one of the most primary location for investors, damages up right into a whole great deal of classifications, equal to coding AI brokers and copilots (14 deals), cease-to-cease tool structure AI brokers (12 ), and others.

Unstable share of the round has actually currently stimulated worries of a bubble from the Chinese prominent financial preparation alternate, which mentioned that the humanoid robotics alternative requirements to “solidity the slide against the threats of bubbles,” Bloomberg reported.

Financiers’ leave for food for humanoid robotics is mostly pressed by AI, on tale of AI pays for humanoids a commercial achievable that ended up being as quickly as ahead of time no more achievable.

In preserving with Daiva Rakauskait?, the partner and supervisor of Aneli Funding, a company that takes care of a EUR35 million fund for early-stage Central and Jap European start-ups, there are strong resemblances in between this particular day’s AI-pushed financing share and the dotcom bubble within the very early 2000s, leaving lots of start-ups subjected. She anticipates an AI bubble ruptured in 2-3 years.

” Several AI start-ups that can not yet create revenue will certainly stop working, yet we’re getting to an agreement on that particular readily available within the marketplace. While the exact same dangers continue humanoid robotics, lots of investors tend to omit this,” states Rakauskait?. “On the artificial hand, it’s popular to set apart robotics from humanoid robotics; commercial and logistics robotics currently create revenue and would perhaps per opportunity well per opportunity sing quantifiable end results, while humanoids can not yet show their commercial tag.”

Presently, business around the world show models of robotics executing activities from going to boxing, stimulating leisure activity from customers and investors. On the artificial hand, within the strong globe, they have actually couple of useful commercial features.

Very same difficulties furthermore continue for commercial humanoid robotics. These business deal with difficulties with reasoning (capability to produce selections in strong time), mastery (exactly how effectively the robotic can literally emulate concerns), integrity, and settlement, which restrict the initial eat situations to manufacturing facilities and storage facilities with foreseeable collections of jobs, CB Insights photo insurance claims.

In preserving with Rakauskait?, specifically currently, when financial investments are pressed by buzz, VCs would perhaps per opportunity well per opportunity furthermore noiseless no more leave out the basics and focus on income-first ideology, where strong cash issues greater than share in all costs.

” Investments in robotics and AI are a really necessary for the future structure of mankind. Nevertheless investors would perhaps per opportunity well per opportunity furthermore noiseless continue to be regimented and help business which such as useful targets symphonious with business economics, no more buzz. From the first day, start-ups would perhaps per opportunity well per opportunity furthermore noiseless draw for very early revenue streams thru licensing, collaborations and like an evident version of money making within the quit to future. The similar income-first ideology would perhaps per opportunity well per opportunity furthermore furthermore be put on any type of self-control,” Rakauskait? states.

No subject very early indicators of a bubble in humanoid robotics, she remains positive within the wider robotics market, where a lot less dear equipment and rash developments in AI are speeding up staunch-world implementation.

In preserving with Rakauskait?, robotics is an especially appealing self-control for the CEE start-ups. The area is located quit to Germany, the ultimate commercial robotics market in Europe, which uses a prime tactical structure to scaling.

” The area furthermore has a whole number concealed skill. That’s why we committed our uncommon fund for this area, intending to improve the skilled creators with hands-on guiding and rash resolution-making. Several hype-pushed investors draw help as quickly as the buzz discolors. Yet to design strong pioneers, VCs need to improve them thru their stout scuttle. That’s specifically what we are mosting likely to quit,” Rakauskait? ends.

Concerning Aneli Funding

Aneli Funding is a fund management company that takes care of an early-stage equity capital fund, Aneli Objective Funding Fund, based in Vilnius. The fund (dimension of EUR35 million), certified by the Financial institution of Lithuania, ended up being as quickly as introduced in November 2025 to expand start-ups throughout Lithuania, the Baltics, Poland, and the larger CEE area. It backs start-ups in ICT, robotics, vigor, condo, photonics, and successfully-kept production. Led by a group with over 3 a long period of time of journey in endeavor investing and fund management, Aneli takes an energetic, hands-on function in offering to creators pork up their procedures, machine lasting share, and get ready for observe-on financing.