Goldman Sachs Forecasts 6.5 Million Humanoid Robots by 2035
Goldman Sachs now projects 6.5 million humanoid robots will be shipped by 2035, significantly raising its near-term outlook for 2030. This accelerated timeline positions the sector as a major driver of the ongoing AI capital expenditure cycle, with key players like NVIDIA and TSMC set to benefit from the expanding hardware demand.
According to reporting from GN auto tech/robotics, Goldman Sachs has sharply revised its 2030 shipment estimate upward from 256,000 to 890,000 units, signaling a much faster ramp toward the 6.5 million target. The update highlights that logistics and warehousing will lead the $138 billion market, with Tesla and Amazon already integrating these physical AI stacks into their operational plans.
Source: AOL.comA major bank’s new projection suggests the mass adoption of bipedal workers is arriving sooner than expected, reshaping the landscape for investors and industry planners alike.
Source: 247wallst.com
