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J.P. Morgan sees U.S. humanoid robot output reaching 300,000-400,000 units by 2030

J.P. Morgan expects U.S. humanoid robot production to reach 300,000 to 400,000 units by 2030 and about 1.5 million units by 2035 as the industry shifts from demonstrations to commercial deployment. Labor shortages, improving economics and rising production capacity are driving adoption in manufacturing, logistics and warehousing, where companies are seeking to automate repetitive tasks, the bank said.

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  • Boston Dynamics shows Atlas humanoid robot fitted with wheels

    Boston Dynamics has released a video showing its Atlas humanoid robot equipped with wheels. Engineers used custom adapters to mount standard electric scooter wheels onto Atlas's ankle actuators. The modification required no major hardware changes and no rebuild of the robot's software models; engineers simply replaced the feet with wheels in simulation. The wheeled Atlas can jump and spin and perform lateral sprints, the video shows.

  • D-Robotics, Infinigence AI partner on open-source embodied AI infrastructure

    D-Robotics and Infinigence AI announced a strategic partnership to integrate the open-source embodied AI infrastructure matrix RLark, RLinf, RPent and APXInf with D-Robotics' Sunrise chip family and RoboGo software platform. The collaboration will support model training, device management, agent operation and edge deployment.

  • Ant Lingbo to hold first developer conference on Nov. 16

    Ant Lingbo will hold the closing ceremony of its first Embodied Large Model Challenge and its first Developer Conference on the afternoon of Nov. 16. The challenge attracted 1,855 teams and 3,252 participants, with 15 teams comprising 59 contestants advancing to a 48-hour real-robot hackathon final in Shanghai based on the open-source LingBot-VLA 2.0 model.

  • Amazon forms home robot team to develop "unprecedented" product, report says

    Amazon is assembling a home robotics team to develop an "unprecedented robot product" expected to navigate changing home environments and operate autonomously around family members, according to a report. The disclosure is a development plan, not a product launch or listing announcement, the report said.

  • J.P. Morgan sees U.S. humanoid robot output reaching 300,000-400,000 units by 2030

    J.P. Morgan expects U.S. humanoid robot production to reach 300,000 to 400,000 units by 2030 and about 1.5 million units by 2035 as the industry shifts from demonstrations to commercial deployment. Labor shortages, improving economics and rising production capacity are driving adoption in manufacturing, logistics and warehousing, where companies are seeking to automate repetitive tasks, the bank said.

  • GenRobot AI raises $100 mln in new funding round

    Chinese robot startup GenRobot AI said it has completed a new $100 million funding round, with participation from both industrial and financial investors. Industrial investors include SAIC Motor, Malaysia's Eastworlds, Baidu Group, Shoucheng Holdings and GALBOT, while financial investors include Guanghe Venture Capital, SUNHELM, CITIC Jinshi Investment, Zhongzheng Investment, CCB International and Huatai Zijin. Founded in May 2025, Jianzhi Robotics focuses on multimodal data collection and governance technologies and has completed multiple previous funding rounds, according to the company.

  • LiberAI launches Liber-0 world action model

    Physical-world-model startup LiberAI has released Liber-0, a world action model pretrained on more than 2.2 million hours of human experience data. In 600 real-robot tests across 60 tasks randomly generated by GPT-6, the model achieved a 36% overall success rate without collecting robot demonstration data specifically for the test tasks. When combined with human manipulation data collected via data gloves, the model outperformed one trained only on full real-robot data even with 75% less real-robot data, LiberAI said.

  • Honor sets up robot subsidiary with 100 mln yuan capital

    Honor Device Co., Ltd. has wholly owned a newly registered robot subsidiary, Shenzhen Honor Singularity Intelligent Technology Co., Ltd., with registered capital of 100 million yuan, according to corporate registration information. The subsidiary's business scope covers the manufacture and sale of service and consumer robots, research and development of intelligent robots, sales of AI hardware and development of AI application software, among other areas. Separately, Honor's Lightning D1 robot won the robot category at the Beijing Yizhuang humanoid robot half-marathon on April 19, 2026, in 50 minutes 26 seconds, with Honor's participating robots sweeping the top three places.
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