Goldman Sachs Just Supercharged Its Humanoid Robot Prediction 5X to 6.5 Million by 2035

Goldman Just Rewrote The Robot Forecast

In its recently published 80-page Physical AI report, Goldman Sachs raised its 2035 forecast for humanoid robot shipments to approximately 6.5 million units, up from about 1.4 million previously. That is a nearly fivefold increase. The bank also raised its 2030 forecast from 256,000 to 890,000 units and its 2026 estimate from 51,000 to 75,000.

Goldman now estimates the 2035 humanoid market could be worth roughly $138 billion, compared with its previous $38 billion estimate. The revision reflects faster advances in AI, falling hardware costs, and growing investment in physical automation. ## Quick Read

Tesla Optimus humanoid robot

Artificial intelligence is moving out of the data center and into the physical world. Autonomous vehicles, warehouse robots, and increasingly capable machines are giving AI a body, creating what Goldman Sachs calls “physical AI.” The investment opportunity could be much larger than the market for humanoid robots themselves. Every machine needs processors, memory, sensors, motors, and software, creating a new demand stream for companies already supplying the AI economy.

Goldman Sachs is getting much more confident about that opportunity.

Goldman Just Rewrote The Robot Forecast ## Companies Mentioned

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A detailed shot of several humanoid robots on an assembly line in a bright, modern factory. In the foreground, a robot with a sleek grey and black body, and a visor-like head, uses its dexterous hand to place a blue component onto a white module. Other identical robots are visible in the blurred background, performing similar tasks on parallel lines. The setting is sterile and well-lit, with industrial shelving and a green indicator light visible in the distance. The overall impression is one of precision, advanced technology, and streamlined automation.

Robots Everywhere: Goldman Sachs Now Sees 6.5 Million Humanoid Robots by 2035