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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.
OpenAI CEO Sam Altman has announced a dedicated robotics division tasked with developing hardware, controls, and machine learning for humanoid robots, starting with skilled labor on infrastructure projects and scaling toward a personal robot for everyone.
OpenAI has quietly built a growing robotics lab with around 100 employees, focusing on data collection using robotic arms rather than developing a full humanoid robot.