Zhi Tong Cai Jing·2025-09-16 01:32Group 1: OpenAI's Developments - OpenAI is actively recruiting top AI application researchers to advance humanoid robotics and aims to become a leader in embodied AI [1][2] - The company is focusing on developing AI models that can handle complex physical tasks for humanoid robots [1][2] - OpenAI has recently posted job openings for senior engineers specializing in robotics, indicating a strategic push into this field [2][3] Group 2: Industry Trends and Predictions - The concept of "embodied AI" is gaining traction, with significant interest from industry leaders like NVIDIA and Tesla [2][3] - Tesla's Optimus humanoid robot is projected to contribute approximately 80% of the company's long-term value, highlighting the strategic importance of robotics for Tesla [3][4] - Morgan Stanley suggests that the humanoid robot market could surpass the total addressable market of the global automotive industry [4] Group 3: Market Growth Projections - The humanoid robot market is expected to grow from approximately $2 billion in 2024 to $15.26 billion by 2029, with a compound annual growth rate (CAGR) exceeding 39% [7] - Deutsche Bank forecasts that the humanoid robot market could reach $75 billion by 2035 and potentially $1 trillion by 2050, with global sales exceeding 70 million units [8] - The next few years are critical for the acceleration of humanoid robot production, with companies like Tesla and Figure AI setting ambitious mass production plans [8]