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Humanoid robots could be worth nearly $5 trillion in the market by 2050.
That’s according to analysts at Morgan Stanley.
In fact, new estimates from Morgan Stanley analysts forecast $4.7 trillion in global humanoid revenue by 2050, which the firm said is double the total revenue of the 20 largest automakers in 2024. What’s more, while auto revenue could “very well shrink over the next 25 years,” analysts estimate that global humanoid adoption will accelerate and reach roughly 1 billion units by 2050, the investment bank said, as noted by CNBC.
In addition, Goldman Sachs says global humanoid robot demand potentially achieving a $38 billion total addressable market by 2035. Bank of America. believes global humanoid robot shipments will reach 18,000 units in 2025 and 10 million units by 2035.
When that happens, humanoid robots could assist patients, assist with physical therapy and rehab exercises, reduce staffing shortages, automate demand tasks, assist with rescues, perform maintenance and operations in space, the list goes on.
The only question now is – how can we make money from it?
One way is to invest in an ETF such as the VanEck Robotics ETF (IBOT).
With an expense ratio of 0.47%, the fund replicates the price and yield performance of the BlueStar Robotics index, which tracks companies involved with robotics. Some of its 67 holdings include Nvidia, ASML Holding, Siemens, Autodesk and Teledyne Technologies.
Since its starting trading in April 2023, the IBOT ETF ran from $33.13 to a high of $51.94. From here, we’d like to see it closer to $65 a share.
Tesla (TSLA)
According to Tesla, it’s creating a “general purpose, bi-pedal, autonomous humanoid robot capable of performing unsafe, repetitive or boring tasks. Achieving that end goal requires building the software stacks that enable balance, navigation, perception and interaction with the physical world.” It’s also known as its Optimus humanoid robot.
Helping, Morgan Stanley also believes we’ll have about a billion humanoid robots by 2050, which could add a few more 0s to Tesla’s current valuation. Morgan Stanley also noted that companies like Tesla, which control the “brains, bodies, branding and ecosystems” of the humanoid robots, would be able to offer the highest value, as noted by Teslarati.com.
Continue Reading: Elon's Optimus to mint new Musk Millionaires as soon as Oct 23???
Elon Musk may be set to create more Musk Millionaires as soon as October 23rd… Because on that day, he's expected to officially launch his Optimus robot… An AI-powered robot that Elon himself says will be capable of doing anything bar nothing. Now, it's important to point out that Elon hasn't released it to the public yet… But ahead of the launch, one Silicon Valley insider has identified a backdoor way for any American to invest in Optimus with a regular brokerage account…
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Written by Ian Cooper