Rising

Humanoid robots accelerate into a 2026 breakout year

BofA forecasts annual humanoid shipments rising from 90,000 units in 2026 to 1.2 million by 2030, an 86% CAGR. Figure AI reached a $39B valuation after a $1B investment; Tesla targets 100,000 Optimus units in 2026, while BYD targets 20,000 units.

Primary sources · 2
FortuneBloomberg
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