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BMW has launched its Leipzig humanoid robot pilot with Hexagon’s Aeon platform targeting battery assembly and component manufacturing, while publishing detailed results from the Spartanburg deployment with Figure AI in which a Figure 02 robot supported production of 30,000 BMW X3 vehicles over ten months.
A Barclays report projects the humanoid robotics market could grow from $2-3 billion today to roughly $200 billion by 2035. SoftBank CEO Masayoshi Son has said embodied AI is where he expects the next trillion-dollar company to emerge.
Major Silicon Valley AI companies including Nvidia, OpenAI, Meta, and Tesla are accelerating investment in humanoid robotics as the industry pushes embodied AI as the next major growth area. Recent moves include Nvidia’s standardized robot blueprint and OpenAI’s dedicated robotics division.
BMW is deploying two Hexagon Robotics Aeon humanoid robots at its Leipzig factory this summer for battery assembly and parts feeding tasks, marking the first use of humanoid robots in European automotive manufacturing and extending a program that has already built 30,000 cars in the U.S. with Figure robots.
Figure AI has signed a commercial agreement with Catalyst Brands to deploy humanoid robots at the retailer’s Reno, Nevada distribution center, marking Figure’s first commercial deployment with a major multi-brand retail portfolio operator.
Figure AI staged a 10-hour parcel sorting contest between an intern and its Figure 03 humanoid robot. The human won by 192 packages but finished with a near-broken forearm. Figure AI’s CEO Brett Adcock declared it the last time a human will win.
Figure AI’s third-generation humanoid robot appeared alongside First Lady Melania Trump at a White House summit, highlighting the growing political and commercial attention surrounding humanoid robotics.
A new report projects humanoid robotics could grow into a $200 billion market, driven by labor shortages, aging populations, and advances in physical AI deployment.