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Morning Edition · Monday, September 21, 2026Published at 2:21 AM EDT · New York
Goldman Sachs Raises Its 2035 Humanoid Robot Forecast Nearly Fivefold to 6.5 Million Units
The bank now puts the 2035 market at about $138 billion, up from a prior estimate of $38 billion, and attributes the revision to faster AI progress and falling hardware costs.
Goldman Sachs has raised its projection for humanoid robot shipments in 2035 to roughly 6.5 million units from about 1.4 million, and its estimate of the market's 2035 value to approximately $138 billion from $38 billion. The revision also…
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Robotics Foundation Models for Embodied AI
Over the coming months, labs ship general-purpose robotics model suites that bridge vision-language understanding to physical navigation and manipulation, pushing foundation models into embodied action.
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