全球物理AI：勾勒人形机器人的前进进展

We discuss how physical AI is evolving across hardware, software, and semiconductors, and why we have raised our forecast for the global humanoid robot market to reach ~890,000 units by 2030 and 6.5 million units by 2035, which represents a $138 billion market opportunity. In addition, we recently launched Executive Perspectives powered by Goldman Sachs, a new global initiative that looks to capture insights directly from companies across our global coverage. We discuss the results from our inaugural robotics and physical-AI survey, which show that ~40% of respondents expect general-purpose robotics to automate at least 10% of workflows within the next 3-5 years.