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Key Points
Nvidia CEO Jensen Huang and Goldman Sachs are optimistic about the humanoid robot market, forecasting 1.4 million shipments by 2035. Huang stated during CES 2025 that significant advancements in AI will lead to the production of humanoid robots within the next decade.
Goldman Sachs’ “bull case” predicts 1 million shipments by 2031. Nvidia, which plans to ramp up its robotics offerings starting in 2024, has developed a comprehensive suite of tools enabling companies to create humanoid robots.
Tesla’s Optimus is set for production, with a target of 1 million units, though CEO Elon Musk suggests production may take time due to complexities. Boston Dynamics, acquired by Hyundai in 2021, is also involved with its Atlas robot, while Foxconn plans to deploy humanoid robots powered by Nvidia’s AI technology in its new Houston plant.
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