Humanoid Robots Market Advances as Goldman Sachs Sees 6.5M Units by 2035

Amazon is also extending its robotics capabilities outward. In April 2026, Amazon Web Services and NEURA Robotics announced a strategic collaboration on physical AI, while Amazon said it would explore opportunities to deploy NEURA’s robotic technologies in select fulfillment centers.

Tesla Develops General-Purpose Humanoid Systems

Tesla Inc. (TSLA:NASDAQ) pursues a different path with its Optimus humanoid robot.

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Tesla Inc. (TSLA:NASDAQ) Goldman Sachs now sees the humanoid robotics market reaching approximately 6.5 million units shipped by 2035, creating a potential US$138 billion opportunity. This forecast marks a sharp increase from earlier estimates and highlights the shift toward physical AI systems that can perceive, reason, and act in real-world settings.

The updated outlook matters for retail investors because it points to expanding demand across logistics, warehousing, and automotive applications. Shipments are expected to grow from roughly 75,000 units in 2026 to 890,000 by 2030 before scaling to 6.5 million by 2035.

Why Physical AI Changes the Robotics Opportunity ## Key Investor Takeaways

Goldman Sachs projects 6.5 million humanoid robots shipped by 2035, pointing to a US$138 billion market opportunity. Amazon, Tesla, and NVIDIA each target distinct parts of the robotics stack, from warehouse deployment to humanoid platforms and supporting AI infrastructure. Physical AI could broaden robotics use beyond industrial settings, though cost, safety, reliability, and real-world performance remain key hurdles. Simulation tools and computing platforms may become increasingly important as developers train robots before physical deployment. The ecosystem includes robot makers, semiconductor suppliers, software developers, and large-scale operators rather than a single dominant player.

Amazon Integrates Robotics at Commercial Scale