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2 articles on this topic, newest first.
Before Robots Sell, Chips Sell First: Following the Money in the Humanoid Race
Billions of dollars are moving before humanoid robots reach mass sales. Compute suppliers may see revenue first, but that does not guarantee stock returns.
Humanoid Robots Sold Just 7,000 Units Worldwide Last Year
Videos of Tesla's Optimus, Unitree and Figure make the humanoid era look like it has already arrived. The real 2025 sales number tells a much smaller story.
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