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Capital firm

J.P. Morgan

Investment bank that forecasted 300,000–400,000 US-made humanoids by 2030 and commented on cost and supply dynamics.

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Recent developments

  • · timeline

    Forecasts 300,000 to 400,000 US-made humanoids by 2030 and states supply, not demand, will limit pace; estimates humanoid costs near labor parity. Source: humanoidsdaily.com

  • · other

    States it favors component suppliers such as Timken, ROBOTIS, and Orbbec in the humanoid supply chain. Source: humanoidsdaily.com

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