Goldman Sachs Projects 6.5 Million Humanoid Robots by 2035, Signaling Major Industry Shift

A new Physical AI research report from Goldman Sachs forecasts a significant increase in humanoid robot shipments, projecting 6.5 million units globally by 2035. This revised outlook, a sharp upgrade from previous estimates, highlights a $138 billion market opportunity driven by logistics, warehousing, and automotive sectors, with ripple effects expected across the chip, foundry, and factory automation industries.