AI Sector Analysis: September 22, 2025
AI Sector Sees Hardware Rivalries Intensify, Robotics Funding Surge, and Regulatory Gridlock
The artificial intelligence sector saw a surge in capital for physical robotics and an escalation in hardware competition, highlighted by humanoid developer Figure securing over $1 billion in funding. The developments occurred as new forecasts projected global AI spending will reach $1.5 trillion in 2025, even as U.S. regulatory efforts showed signs of divergence between federal and state levels.
Key developments
Humanoid robotics company Figure raised over $1 billion in a Series C round at a $39 billion valuation, according to a company announcement.
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Huawei unveiled a multi-year roadmap for its Ascend AI chips and launched its …
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