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Key Updates in Robotics Market
Tesla is targeting a price range of $20,000 to $30,000 for its Optimus robots, which could significantly undercut competitors like Figure and Boston Dynamics, whose robots exceed $100,000. Goldman Sachs has tripled its humanoid robot market forecast to $38 billion by 2035, with industrial robotics potentially reaching $94 billion. In contrast, Amazon currently operates over 1 million robots in its fulfillment network, emphasizing its significant lead in the market.
Nvidia is a key player in the robotics sector, powering multiple companies like Tesla and Amazon with its Isaac GR00T platform. This model enables the development of humanoid robots at a lower cost, making training ten times cheaper. Nvidia’s strategy focuses on software and chips rather than building hardware, allowing it to capture value from the entire robotics landscape.
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