J.P. Morgan says US humanoid robot production could reach 300,000 to 400,000 units a year by 2030
The bank sees about 1.5 million units by 2035 as the industry moves from demos to deployment, but says hands, actuators, AI training data and production capacity are binding bottlenecks, with most US makers outside Tesla targeting 10,000 to 30,000 units a year.