Separating AI hype from reality.

J.P. Morgan

November 12, 2026

J.P. Morgan Projects 400,000 U.S. Humanoid Robots by 2030, Citing Shift to Commercial Deployment

J.P. Morgan estimates that humanoid robot production in the United States will reach 300,000 to 400,000 units annually by 2030 and roughly 1.5 million by 2035, according to a research note published Thursday. The bank frames the forecast as a signal that the industry is moving…