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Goldman Sachs projects 6.5 million humanoid robots shipped globally by 2035
The firm's new Physical AI research report sharply upgrades its previous forecast, now expecting 75,000 units in 2026, 890,000 by 2030 (up from 256,000), and 6.5 million by 2035, representing a $138 billion market opportunity led by logistics, warehousing, and automotive. A potential voluntary AI slowdown flagged by Anthropic and OpenAI leaders remains the primary risk.
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