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2026-11-12T11:49:25.614Z

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1.5M US Humanoids by 2035

1.5M US Humanoids by 2035

JPMorgan expects U.S. production of humanoid robots to reach 300,000–400,000 units by 2030 and around 1.5 million by 2035, as the sector moves from experimentation to commercial use. Adoption is being driven by labor shortages and improving economics, but growth is constrained by limitations in hardware, data, computing and production capacity, as well as bottlenecks in hands, actuators and control systems. The group estimates that operating robots across multiple shifts could save each customer around $100,000 a year, and that the market for key components could approach $30 billion by 2035.

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