Goldman Sachs Raises Humanoid Robot Forecast to 6.5 Million Units by 2035, Flagging Labor Displacement Risks

NewsData.io · United States · Sep 15, 2026

Goldman Sachs has nearly quintupled its humanoid robot shipment forecast to 6.5 million units by 2035, valuing the market at $138 billion, driven by faster AI progress, falling hardware costs, and persistent labor shortages in manufacturing and logistics. The bank estimates 6–7% of U.S. workers could face displacement over the next decade, with AI already reducing monthly payroll growth by roughly 16,000 jobs and nudging unemployment up 0.1 percentage point. Early adoption is concentrated in automotive and warehousing, where robot payback periods are shrinking rapidly. For staffing firms, the report signals accelerating structural demand shifts in industrial and logistics placements alongside growing retraining and workforce-transition opportunities.