Kids have always played with and talked to stuffed animals. But now their toys can talk back, thanks to a wave of companies that are fitting children’s playthings with chatbots and voice assistants.
It’s a trend that has particularly taken off in China: A recent report by the Shenzhen Toy Industry Association and JD.com predicts that the sector will surpass ¥100 billion ($14 billion) by 2030, growing faster than almost any other branch of consumer AI. According to the Chinese corporation registration database Qichamao, there are over 1,500 AI toy companies operating in China as of October 2025.
It’s genuinely depressing how often I see that sentiment expressed with 100% sincerity over on LinkedIn. I’ve muted more Connections in the last year than in the whole of the previous decade, just to stop myself from inevitably posting a professionally limiting comment.