The Rise of Humanoid Robots: Future Investment Opportunities
Humanoid robots, which resemble humans and use artificial intelligence (AI), might soon be more than just a concept. Nvidia CEO Jensen Huang believes that they will become commonplace within the next decade, paving the way for interesting investment opportunities.
Nvidia: A Leader in AI and Robotics
Nvidia, NVIDIA (NASDAQ: NVDA), co-founded by Huang in 1993, has grown to become the world’s second-largest company by market capitalization, just behind Apple. At the recent Consumer Electronics Show (CES) 2025, Huang expressed enthusiasm for humanoid robots, stating, “Less than 10 years from now I am certain humanoid robots will surprise everybody [with] how good they are.”
The Expanding Humanoid Robot Market
The global humanoid robot market is estimated to be worth between $1 billion and $2.5 billion as of 2024. Currently, most of the market focuses on research and development rather than sales. Although companies are testing humanoid robots internally, none have made them readily available for public purchase in the United States yet.
Experts predict significant growth in this sector. Goldman Sachs projected that the total addressable market for humanoid robots could reach $38 billion by 2035, a remarkable increase from an earlier estimate of $6 billion made just one year before. They foresee unit shipments rising to 1.4 million by the same year.
If Goldman Sachs stays true to form, they may soon revise this projection again. A recent report from Technavio projects that the market will reach $59.2 billion by 2029, suggesting an impressive compound annual growth rate (CAGR) of 70% from 2024.
Morgan Stanley is also optimistic. They predict that by 2030, 40,000 humanoid robots will be working alongside humans in the U.S., increasing to a staggering 63 million by 2040.
Nvidia’s Key Role in Humanoid Robotics
Nvidia has long been a frontrunner in providing essential technology for AI applications, primarily through its advanced graphics processing units (GPUs). In 2024, they intensified their focus on humanoid robotics, enabled by innovations in generative AI, a technology that gained traction after the release of OpenAI’s ChatGPT in late 2022.
In March 2024, Nvidia launched Project GR00T (Generalist Robot 00 Technology), a foundation model aimed at equipping humanoid robots with the ability to understand natural language and imitate human movements. Alongside this, Nvidia introduced Jetson Thor, a new computer designed specifically for humanoid robots.
During CES 2025, Huang announced further developments, establishing a comprehensive AI platform for leading humanoid robot companies, including names like Agility Robotics and Boston Dynamics. This full-stack offering combines software, hardware, and tools for training and simulation in humanoid robot development.
Should You Consider Investing in Nvidia?
Before investing in Nvidia stock, it’s prudent to weigh your options. Although the Motley Fool Stock Advisor did not list Nvidia among their top ten stock recommendations, they have a strong track record of identifying high-potential investments. If you had invested $1,000 in Nvidia following their recommendation in April 2005, it would be worth an impressive $843,960 today.*
Motley Fool’s Stock Advisor offers valuable insights and regular updates to help investors effectively build their portfolios.
The views and opinions expressed herein are those of the author and do not necessarily reflect those of Nasdaq, Inc.
