[New] The global cumulative installed base of humanoid robots will grow from 23,000 units last year to 690,000 in 2030, 6.79 million in 2035, and approximately 53.3 million by 2040.
KyungHyangSinmun
[New] Shanghai robotics startup DroidUp has stepped things up a gear or five, which is certainly worth covering considering it expects the new realistic humanoid to be rolled out in 2026.
New Atlas
[New] Optimus could generate $10 trillion in long-term revenue, positioning the robotics program as the cornerstone for Tesla's future valuation.
Ainvest
[New] Tesla's robotics strategy is a high-stakes S-curve play, betting that achieving a specific level of functional proficiency in 2026 will trigger exponential adoption.
Ainvest
[New] Tesla's Optimus Robot Could Reach Human-Level Proficiency in 2026.
Nasdaq
[New] By the end of 2026, around 4,691,685 commercial warehouse robots will be installed worldwide in over 50k warehouses, fundamentally changing how facilities operate and manage labour.
SellersCommerce
[New] Growing spending was the theme at Elon Musk's Tesla, which will double outlay in 2026 to more than $20bn as it pivots to AI, humanoid robots and personal vehicles that can drive themselves.
The Guardian
[New] Analysts at Morgan Stanley have thrown out a provocative forecast: up to a billion humanoid robots in service by 2050.
Vinylone
[New] A 12 x growth opportunity is predicted for Autonomous Mobile Robots (AMRs) by the end of 2026.
SellersCommerce
A merger would allow Tesla's upcoming Cybercab robotaxi fleet and its Optimus humanoid robots to utilize Starlink's global low-latency connectivity and xAI's advanced reasoning capabilities natively, creating a vertically integrated ecosystem that no competitor could easily replicate.
The Chronicle-Journal
The 20-billion-plus capital-expenditure budget for 2026 will be used to expand AI training capacity, build and scale robotaxi-focused assembly, develop Optimus humanoid robots, and grow energy-storage production such as Megapack.
TESMAG
Tesla says it will invest at least 20 billion dollars in 2026 on a mix of AI, robotics, energy storage, and the manufacturing infrastructure required to support them.
TESMAG
Tesla planned to begin selling Optimus robots by the end of 2027.
Fortune
Tesla's autonomous humanoid robot, Optimus, should be available to the public by late 2027.
Nasdaq
Tesla could disrupt multiple industries with its technology for EVs, AVs, batteries, and humanoid robots.
Morningstar, Inc.
By late 2027, Tesla would begin selling humanoid robots to consumers, envisioning a future where robots outnumber humans and handle tasks from elder care to childcare.
Champaign Magazine
Optimus really will be a general-purpose robot that can learn by observing human behaviour.
TESLARATI
Optimus, its humanoid robot designed to help with everyday tasks, is set to enter production by the end of 2026, with Musk saying Tesla could eventually make one million a year.
Business Insider
Last updated: 09 February 2026
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