Signal Humanoid robots enter a commercialisation phase led by big tech from 2025

Summary

The report states that humanoid robots have entered a commercialisation era led by big technology companies. From 2025, Tesla, NVIDIA and OpenAI are named as leading commercialisation through large-scale investment. Humanoids are gaining autonomy through models that integrate vision, language and action, allowing them to handle tasks without task-specific programming. On factory floors, humanoids that learn control skills through reinforcement learning are extending their range of application across manufacturing. Falling prices for hardware components are identified as the key factor that will determine how fast the market grows.