Morgan Stanley Predicts 500K Humanoid Robots in China by 2030
PeterDiamandis · x · 2026-07-05
Morgan Stanley predicts that China alone will possess 50万台 humanoid robots by 2030, a figure that has been continuously revised upward from initial estimates of 1.4万 to 2.6万, and eventually 5万. The author notes that every forward-looking prediction of exponential growth has invariably started too low.
More from Embodied
- NUS builds a soft force sensor that drives actuators without electronics or power — CurieuxExplorer · 2026-07-27
- Chelsea Finn says robot RL is bottlenecked by physical rollout cost, not algorithms — ycombinator · 2026-07-27
- Robot goes to the fridge and fetches a beer — Darpinian · 2026-07-27
- Researchers show digital circuits can be replicated with knitted fabric — mtizard · 2026-07-27
- Local Qwen models power a robot that tests 78 smartphones’ battery life — gappyvalley · 2026-07-27
- TechCrunch says brain-wave signals could be the next unlock for physical AI training — TechCrunch AI · 2026-07-27