On August 11, Goldman Sachs's latest report showed that as investment in artificial intelligence computing infrastructure continues to expand, the AI investment theme is shifting from computing power competition to terminal applications, and humanoid robots are expected to become the next stage of growth engines. Goldman Sachs believes that labor shortages and demand for automation will provide long-term structural support for the robotics industry. Goldman Sachs anticipates that humanoid robots are still in the transition stage from technical verification to commercialization, and large-scale deployment may gradually begin from 2027 to 2029. The bank expects global humanoid robot shipments to reach 76,000 units in 2027 and rise to 502,000 units in 2032.
Zhitongcaijing · 1d ago
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On August 11, Goldman Sachs's latest report showed that as investment in artificial intelligence computing infrastructure continues to expand, the AI investment theme is shifting from computing power competition to terminal applications, and humanoid robots are expected to become the next stage of growth engines. Goldman Sachs believes that labor shortages and demand for automation will provide long-term structural support for the robotics industry. Goldman Sachs anticipates that humanoid robots are still in the transition stage from technical verification to commercialization, and large-scale deployment may gradually begin from 2027 to 2029. The bank expects global humanoid robot shipments to reach 76,000 units in 2027 and rise to 502,000 units in 2032.
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