Hello dear getquin community, today we have a new expert opinion on the hype surrounding humanoid robots. The topic is developing rapidly from a futuristic vision to a tangible growth market. Comparable to the steam engine in the 19th century, humanoid robots could trigger the next industrial revolution. You can find all relevant shovel manufacturers and the value chain in my profile as a pinned post.
Tech heavyweights like $NVDA (-0,15%) Nvidia, $TSLA (+0,05%) Tesla and $AMZN (+0,65%) Amazon are driving the base forward with chips, simulation platforms and scalable infrastructures. At the same time, start-ups and investors are positioning themselves to occupy the emerging billion-euro market. $MSFT (-0,32%) Microsoft is using its cloud power via Azure and is a major investor in Figure AI. Figure (private) works with humanoid robots such as Figure 01 and 02 and is already working on pilot projects at $BMW (-2,04%) BMW. Neura Robotics (private) from Germany develops cognitive systems with multimodal sensors that enable genuine human-robot interaction. 1X (formerly Halodi, private) focuses on everyday assistance systems and is launching humanoid platforms in initial field tests. Unitree Robotics (private) wants to conquer the mass market with low-cost, production-ready robots from China. $9984 (-0,16%) As a global investor, SoftBank remains one of the strategic pacesetters in the background.
The real dynamic lies with platform providers that interlink hardware, AI models and infrastructure. Whoever controls the ecosystem here has the potential for growth rates comparable to the smartphone era. Investors should therefore carefully differentiate between whether a company remains a specialist for niches or makes the leap to becoming a central hub in the physical AI agent market. It remains exciting to see which role will prevail in the long term and who has the strategically strongest starting position from an investor's perspective to actually make humanoid robots suitable for the mass market.
Source: Wallstreet Online - Nvidia and Figure: Can robot stocks trigger the next boom?
