At the moment when Huang Renxun raised the Yushu Technology robot, Washington's' butcher's knife 'had already fallen June 1, 2025, Taipei Computer Show. Huang Renxun stood on the stage, lifted a 1.8-meter-high humanoid robot, and said with a smile, "This height and weight are about the same as mine That's the H2 robot from Yushu Technology, and the applause from the audience was thunderous. Are you optimistic about the alliance between NVIDIA and Yushu Technology? When you are optimistic, at the same time, Washington. Members of the U.S. House of Representatives' Special Committee on China are drafting a bill. The name of the bill is very sci-fi - 'Defend America from the Rule of Hostile Robots Act'. The content is not science fiction at all: Name Yushu Technology and demand a ban on entering the US market. A normal picture of business cooperation has become a new spark that ignites the technology war between China and the United States. 01. The truth of cooperation: It's not about "joining in", it's about "marriage alliance"! First, let's clarify one thing: Yushu did not "join" Nvidia. This is a business alliance where everyone takes what they need. What does NVIDIA need? Physical AI is an important track and focus for the next decade, and both China and the United States are intensifying their efforts to deploy physical AI. Of course, Nvidia hopes to fully participate in physical AI with the help of Yushu Technology. By 2025, the top six global shipments of humanoid robots will all be from China. Yushu Technology ranks second with a market share of 32%. Nvidia's plan to implement AI in the physical world cannot bypass the Chinese supply chain, let alone the "global sales champion" Yushu. What does Yushu Technology need? AI brain, computing power, basic models. Wang Xingxing admits that the company's research and development focus was mainly on the body structure in the early stage, and the large body model was a weakness. So this collaboration has a clear division of labor: NVIDIA creates' brain '(chip+basic model+simulation system) Yushu creates a "body" (robot body+motion control) Sharpa creates a "hand" (five finger robotic arm) No one has climbed anyone high. NVIDIA needs a body, Yushu needs a brain, complement each other's strengths and weaknesses, and make use of each other! The real purpose of bundling two companies together is to drive commercial interests! However, in the context of extremely fierce AI competition between China and the United States, this alliance of Chinese and American commercial companies is somewhat out of place in the eyes of Chinese and American executives! Washington's response: Business logic is worthless. When Huang Renxun lifted the robot, Washington's butcher's knife was already prepared. Less than 48 hours after the official announcement, US lawmakers immediately proposed to block Yuki. The core content of the bill: Directly name Yushu Technology and accuse it of researching the "weaponization of humanoid robots" Require a review of robots made in China, and immediately prohibit entry if deemed a 'threat' Set up an 'automatic blacklist': products that fail the review within one year will be automatically banned from entry Some lawmakers claim that Yushu Technology has extensive connections with the Chinese government and military, and have proposed a bill to prohibit researchers receiving funding from the US government from using Yushu robots. They even used 'robots performing martial arts on America's Got Talent' as evidence. Is it absurd? absurd But this is the logic of Washington in 2026: as long as it is China's leading technology, it is a national security threat. Yushu's situation has become extremely awkward: American companies want to use it, and the US government wants to ban it. Yushu Technology is stuck in the middle, there are no people on either side. 03. What will the Chinese authorities think? Do you worry that the official support from China for Yushu Technology will gradually decrease? Your concern is definitely not unnecessary. The "green channel" for Yushu's A-share listing was once rumored to be suspended. Although officially denied, the rumors themselves illustrate the problem: when policy resources are tilted towards "pure domestic substitution", can Yushu, which is deeply tied to Nvidia, still receive the same support? Will more "pure domestic" competitors such as Zhiyuan Robot and Ubiquitous be more favored by policies? This is not speculation. The localization substitution of chips, large models, and embodied intelligence in these fields is a national strategy. A Yushu that is deeply tied to Nvidia may indeed face more challenges in obtaining national project and resource support. Yushu may be kicked out of the door by the United States and neglected by China, caught in the middle of the AI competition between China and the United States, which is really embarrassing! 04. Real risk: not a "traitor", it's a "contract manufacturing trap" The person who curses Yushu as' unpatriotic 'is going in the wrong direction. The real risk is not Yushu's "selling the country", but whether China's robotics industry will become a "high-end OEM". This is definitely not the result that the Chinese authorities want to see. Calmly observe the value distribution of H2+: NVIDIA: chip+basic model+software ecosystem (high profit, irreplaceable) Yushuna: Mechanical body+motion control (low to medium profit, replaceable) This reminds people of the era of PCs and smartphones: Chinese manufacturing bears the risks of hardware research and supply chain, and the most profitable "upstream three piece set" is still in the hands of American giants. This is not a problem for the Yushu family, it is a problem for the entire industry. But as the 'leading brother', how Yushu goes will affect the direction of the entire industry. So, the Chinese authorities will definitely not allow the alliance between Yushu Technology and Nvidia. 05. Does Yushu still have a way out? The situation is difficult, but not a dead end. Strategy 1: Accelerate the reserve of domestic alternative solutions. Establish Plan B with domestic AI chips such as Huawei Ascend, even if their performance is temporarily lagging behind. This is not 'not using Nvidia', it is' not just Nvidia '. Strategy 2: Hold onto the Chinese stronghold. China itself is the world's largest robot market, and deepening and penetrating the domestic market is more important than taking risks in the US market. Strategy 3: Trade the market for time. Utilize the technological dividends brought by the collaboration with NVIDIA to accelerate the iteration of our own capabilities and prepare for future decoupling. Yushu's true moat is not about 'using someone's chip'. The United States cannot take away the most complete supply chain, ultimate cost-effectiveness, and large-scale production capability in the world. 06. Final Conclusion Yushu did not choose the wrong partner. From a business logic perspective, it made the right choice. But it has hit a 'wrong' era - the technology iron curtain between China and the United States is accelerating to close, and pure business logic no longer exists. Yushu's story is not over yet. But it's no longer a business story. It is the most authentic epitome of the technology game between China and the United States in 2026. How do you think Chinese technology companies caught between China and the United States should choose? Yushu Technology, Nvidia, China US technology war humanoid robot body intelligent chip supply cut