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Marcinthematrix

2026-09-14 17:50:03

JUST IN: Goldman Sachs raises 2035 humanoid robotics forecast to $138 billion from $38 billion amid falling hardware costs.

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

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SolidityBookworm

9 hours ago

Goldman Sachs’ forecast is quite a leap—more than tripling in four years. With hardware costs coming down, the upside is indeed huge.

00View Original

VolatilityBeliever

9 hours ago

Hardware price decline curve + labor shortages—these two factors combined mean 2035 may still be a conservative estimate.

00View Original

ZkRollupBeliever

10 hours ago

I’m familiar with this humanoid narrative—it was hyped in 2021 too, but this time Figure and Tesla are actually turning screws.

00View Original

NodeUnderTheAurora

10 hours ago

138b? Take it with a grain of salt—the pace at which robots enter factories to work may be much faster than their adoption in homes.

00View Original

139111

11 hours ago

LFG 🔥

00

OptionWave

11 hours ago

First Review

From 38B to 138B—did the analyst just watch a video of Optimus dancing?

00View Original

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