Barry, OppHub America Desk · · Source: yahoo-tickers-tape-movers
Goldman Sachs: Humanoid Robot Market to Reach $138 Billion by 2035
If Goldman Sachs' bullish outlook on humanoid robots materializes, investors may consider semiconductor and automation-related equities. Companies like Teradyne and Taiwan Semiconductor Manufacturing have already demonstrated significant price appreciation, underscoring the potential market impact.
Based on reporting from yahoo-tickers-tape-movers.
Goldman Sachs projects a significant expansion in the humanoid robot market, estimating 6.5 million units shipped globally by 2035, translating to a $138 billion opportunity. This forecast impacts key sectors including semiconductors and logistics, with companies like Teradyne already seeing substantial gains. The primary risk to this growth projection stems from potential AI slowdowns, as noted by industry leaders.
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Goldman Sachs forecasts a substantial rise in humanoid robot adoption, projecting 6.5 million units to be shipped globally by 2035. This outlook represents a $138 billion market opportunity, with key segments including logistics, warehousing, and automotive expected to drive demand. The firm's analysis suggests this expansion will necessitate dedicated production lines, increased foundry capacity, and further automation.
Companies within the robotics and semiconductor supply chain are already showing upward momentum. Teradyne has experienced a surge of 229% over the past year, and 96.4% year-to-date, while Taiwan Semiconductor Manufacturing (NYSE:TSM) is up 69.14% annually. NVIDIA (NASDAQ:NVDA) has seen a 23.5% increase over the past year, though Tesla (NASDAQ:TSLA) has declined 18.74% year-to-date.
Key risks to this optimistic outlook include a potential voluntary slowdown in AI development, as indicated by figures within companies like Anthropic, which cited a 10% chance of AI causing human extinction within a decade. Goldman Sachs itself reported record Q2 2026 net revenues of $20.3 billion and EPS of $20.98, highlighting the firm's own engagement in the AI capital expenditure cycle.
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Snapshot date: September 13, 2026 at 11:46 AM ET
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Story → money map
Humanoid Robotics and AI Infrastructure
A major Wall Street bank predicts that humanoid robots will become a huge $138 billion industry over the next decade. Investors are paying close attention to the computer chip and machinery companies that will build these robots.
What changed
Goldman Sachs released a bullish long-term forecast projecting a $138 billion humanoid robot market by 2035.
Who wins / who loses
Semiconductor makers and robotics suppliers benefit from rising automation demand, while AI safety slowdowns pose risks.
Time horizon
Think in terms of the next few months.
Confidence & best fit
medium confidence · Long-term investor
Safer theme exposure (ETFs)
Baskets that own the theme without betting on one company.
Single stocks (higher risk)
Primary = closest to the story · Peers = same industry · Second-order = knock-on effects · Avoid = looks related but may be a trap
Primary
- $TERWatch — track, don’t rush
This company makes automation and robotics equipment that stands to gain as factories build more robots.
View $TER chart → · End-of-day delayed data
- $TSMWatch — track, don’t rush
The massive factory that builds high-end computer chips needed for advanced machines and robots.
View $TSM chart → · End-of-day delayed data
Peer
- $TSLAWatch — track, don’t rush
An electric car company heavily investing in building its own working humanoid robots.
View $TSLA chart → · End-of-day delayed data
Second-order
- $NVDAWatch — track, don’t rush
The leading maker of artificial intelligence brains that will help robots navigate and think.
View $NVDA chart → · End-of-day delayed data
Options (education only)
No strikes or expiries — a framework for how traders might express the view. Options can expire worthless.
Direction: bullish · Style: Bullish defined-risk call idea · Level: intermediate
Beginners should skip options because long-term tech themes are volatile and timing the exact payoff is difficult.
Income / OppHub America angle
Not a trade tip — ways to use the insight outside the market.
- Look into local technical or vocational training programs focused on industrial automation and robot maintenance.
What would break this thesis
- A severe regulatory crackdown on AI development or a prolonged slowdown in enterprise tech spending.
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Important
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Based on reporting from yahoo-tickers-tape-movers.
Informational and educational only — not investment, financial, or legal advice. Disclosure
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