Humanoid robots are machines that move. Artificial intelligence (AI) is physically similar to humans and can mimic human movements and interactions. Many of us only dream of a human maid like Rosie coming from the future The Jetsons Cartoony, useful humanoid robots will be here sooner than most people realize.
This is an opinion Nivea(NASDAQ: NVDA ) CEO Jensen Huang, who led the company he co-founded in 1993 to become the world’s second largest company by market value (back). Applebut not much).
Earlier this month, Huang delivered a keynote speech to kick off the Consumer Electronics Show (CES) 2025 and hosted the CES Financial Analyst Conference. One of the most exciting things for investors of Nvidia stock is this comment: “In less than 10 years, some humanoid robots will surprise everyone with how good they are.”
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In the year Global Humanoid Robot Market 2024 Most estimates put it at between $1 billion and $2.5 billion by 2024. Currently, the market includes hardware and software research and development for humanoid robots. Some companies are in the early stages of using humanoids in humans, but no company has yet offered a humanoid robot — or “general purpose robot” — for sale to the public, as far as I know, at least not in the United States. .
Market growth forecasts from reputable sources are very rosy globally and have recently increased significantly due to the rapid advancements of AI. Creative AI. Generative AI, which greatly expands the use cases for AI, burst onto the scene in late 2022 with OpenAI launching the ChatGPT chatbot.
“The total accessible humanoid robots market is expected to reach $38 billion by 2035, more than six times the previous forecast of $6 billion.” Goldman Sachs In the year He wrote in a report released in early 2024. The previous prediction was a year ago! This is Goldman’s “base case” model of 1.4 million in 2035. With the acceleration of progress in AI, the firm noted that investment in the sector has grown faster than expected.
The firm’s “bull case” is that humanoid robot shipments will reach 1 million units by 2031, four years ahead of its 2035 expectation.
The Goldman report I mentioned in 2010 Remember it’s early 2024. It looks like the firm will release another report soon and the market size forecast for the main issue is 2018. It looks set to rise above $38 billion by 2035.
Indeed, a fresh-off-the-press report from Technavio, a global technology research and consulting company, predicts that the global humanoid robot market will reach $59.2 billion by 2029. About 70% by 2024.
Morgan Stanley He is also very good at the development of humanoid robots. Investment banking predicts that there will be 40,000 human rights directors in the US by 2030. This number will increase to 8 million by 2040 and 63 million by 2025.
Nvidia is a leader in providing chips — primarily graphics processing units (GPUs) — and related technologies with AI capabilities. The company has been involved in robotics for years, with its technology used to train robots such as drones and warehouse robots and act as the AI ”brain” in these machines.
Starting in 2024, Navidi has pushed into the humanoid robotics space and significantly upgraded its robotics offerings. This is only possible with the advent of generative AI.
In the year In March 2024, Nvidia introduced Project GR00T (Generalist Robot 00 Technology), an AI foundation model for humanoid robots. Robots powered by GR00T will be programmed to understand natural language and imitate movements by observing human actions, the company said in a press release. As part of this launch, Jetson Thor, a new computer for humanoid robots, has introduced major improvements to the Isaac Robotics platform, including generative AI foundational models and simulation tools.
At the same time, Nvidia announced that it is building a comprehensive AI platform to guide humanoid robotics companies such as 1X Technologies, Agility Robotics, Apptronic, Boston Dynamics, Figure AI, Fourier Intelligence, Sanctuary AI, Unitree Robotics and Xpeng Robotics. Chinese body Xpeng electric vehicle company) among others.
At CES 2025, Huang announced further initiatives in the development of AI-powered humanoid robots. Essentially, the company created a supply of software, hardware and tools that would enable Cubans to produce humanoid robots. This includes training, simulation and deployment.
All or almost all of the big players in the human robotics space are using Nvidia technology to develop their robots. In my view, that makes Nvidia stock too big for people to invest in the humanoid robot market, at least for now.
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Make a house It has places in Nvidia. He has a spot in the Motley Fool and recommends Apple, Goldman Sachs Group, and Nvidia. The Motley Fool has Disclosure Policy.
