Wire · opportunities
U.S. Humanoid Robot Production Could Hit 1.5 Million by 2035
◆ Sectors
◆ Geography
◆ Source
◆ Verified
Fusion42 · 13 November 2026 · Fusion42 review
J.P. Morgan forecasts U.S. humanoid robot production reaching 1.5 million units annually by 2035, driven by labour shortages, cost parity with human workers, and expanded domestic manufacturing aided by national security policies. Key bottlenecks include hardware, robot intelligence, and production capacity, with component suppliers expected to benefit significantly in the near term.
This Wire brief sits within Fusion42's coverage of Robotics, Drones & UAV, and 3 sources have reported it.
◆ ◆ The Wire takeaway
Humanoid robots will soon compete directly with human workers on cost and availability. You need to target component supply or commercial deployment now before competition consolidates around a few major manufacturers.
◆ Coverage
3 sources · 12 Nov 2026
◆ Related on Wire
◆ Topics