Goldman Sachs’ recent upward revisions to global humanoid robot delivery forecasts through the end of the decade, along with rising estimates across Wall Street desks, point to broader expected adoption in factories, restaurants, and other workplaces. Military applications and household use could follow soon.
BTIG strategic opportunities analyst Jesse Sobelson told clients Friday that the physical AI boom is moving onto factory floors, into warehouses, and behind restaurant counters.
Sobelson and his team attended RoboStrategy’s Robotics Founders Forum in New York this week and reported back on what executives from several of RoboStrategy’s private-company holdings (Apptronik, Standard Bots, Dexmate, Maven Robotics, Path Robotics and Dyna Robotics) discussed: robot development, commercial deployments, and manufacturing plans.
