Citi analyst Heath Terry notes surging enterprise demand for robotics due to labor shortages and reshoring, but growth is hampered by data scarcity, talent shortages, battery life, and high deployment costs. Deutsche Bank reports global humanoid installations at 2,500 units in 2026, with meaningful commercialization pushed to post-2027, though annual shipments are expected to reach 10 million units by 2035.
Embodied AI's commercialization is delayed by hardware constraints and data collection challenges, shifting near-term value to bottleneck component suppliers over robot brands.