GS · News · 20260913N

Humanoid Robotics Outlook

GOLDMAN SACHS GROUP INC · 2026-09-13 · Importance 14 · Surprise 24

Goldman Sachs now forecasts approximately 6.5 million humanoid robots by 2035. The forecast implies a substantial long-term expansion in robotics demand across chip suppliers, foundries, and industrial manufacturers. The report describes the estimate as capable of reshaping investor expectations for the robotics industry. No specific Goldman revenue, investment amount, or client mandate was disclosed.

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