Advances in artificial intelligence and falling production costs have pushed investments in the humanoid robot sector to a new level. While physical AI investments have exceeded $6 billion, financial giants and analysts describe this category as one of the biggest market opportunities of the AI revolution.
elchi reports that Goldman Sachs has increased its 2035 forecast for the humanoid robot market sixfold, from $6 billion to $38 billion.
The bank’s research team noted that full AI training, which allows models to learn every behavior themselves without requiring manual engineering, is the most significant development exceeding expectations.
Goldman Sachs predicts that more than 250,000 humanoid robots will be shipped by 2030, with the majority intended for industrial use.
SoftBank CEO Masayoshi Son also stated that the field of humanoid and industrial robotics built on physical AI is where the trillion-dollar companies of the future will emerge.
First concrete steps in commercial use
Humanoid robots have moved beyond pilot phases and begun to play an active role on production lines. The “Digit” robot developed by Agility Robotics has successfully completed over 100,000 transport operations in a logistics facility.
Following this success, the company signed a service contract to manage parts logistics at a Toyota plant in Canada.
Boston Dynamics has announced that it has filled its entire production capacity for the electric “Atlas” model through 2026.
At the Hyundai plant, where the first deliveries will be made, robots have taken on the task of sorting vehicle parts. Similarly, Figure AI’s “Figure 02” model supported the assembly of over 30,000 vehicles and the transport of over 90,000 sheet metal parts over an 11-month period at BMW’s South Carolina plant.
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