Reuters reported on November 12, 2026 that J.P. Morgan expects U.S. humanoid robot production to reach 300,000–400,000 units by 2030 and about 1.5 million units by 2035, as the industry shifts from demonstrations to commercial deployment. The brokerage identified labor shortages, improving economics and rising production capacity as adoption drivers in manufacturing, logistics and warehousing, where businesses are looking to automate repetitive tasks. The forecast makes production scale as…
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J.P. Morgan Projects U.S. Humanoid Robot Output of Up to 400,000