A Tesla Optimus humanoid robot and a Model 3 electric vehicle are displayed inside a Tesla showroom on August 29, 2026, in Shenzhen, Guangdong Province, China. (Photo by Cheng Xin/Getty Images)
Humanoid robot production in the United States is expected to reach between 300,000 and 400,000 units by 2030 and could grow to 1.5 million by 2035, according to a report released by JPMorgan.
Big picture view:
The investment bank said labor shortages, improving economics and rising production capacity are driving adoption in manufacturing, logistics and warehousing as the industry shifts from demonstrations to broader commercial deployment.
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JPMorgan also said the Trump administration’s determination that imported robotics and industrial machinery pose national security risks could lead to tariffs or other policy measures aimed at boosting domestic production.
The report noted that deployment could be constrained by hardware availability, artificial intelligence training data, computing capacity and manufacturing output. Apart from Tesla, most U.S. humanoid robot developers are targeting annual production volumes of between 10,000 and 30,000 units.
What they're saying:
"Near-term progress remains supply constrained, with a few binding bottlenecks: hands, actuators, the brain, and production capacity," the firm said.
The report identified Tesla’s Optimus, Agility Robotics’ Digit, Boston Dynamics’ Atlas, Figure AI’s humanoid robots and Apptronik’s Apollo as leading U.S. humanoid robot platforms.
The Source: This story was written with information provided by Reuters. This story was reported from Orlando.