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J.P. Morgan forecasts US humanoid robot production will reach 300,000 to 400,000 units by 2030 and 1.5 million units by 2035. The brokerage attributes this growth to labor shortages and improving economics, noting that costs are nearing parity with labor. Key bottlenecks include hands, actuators, and compute, while component suppliers could see a market approaching $30 billion by 2035.
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