China installed 295,000 industrial robots in 2024, representing 54% of the global total, with an operational stock now exceeding 2 million units. AI adoption in Chinese manufacturing is estimated at around 67%. Chinese AI models have narrowed the performance gap with US leaders to approximately 3% as of September 2026. Europe is responding with a network of 19 AI Factories across 16 countries, leveraging the industrial expertise and proprietary data of companies like Siemens, ABB and Schneider Electric. The central question is whether this data-focused strategy can translate into a commercial advantage against China’s lead.
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