Our Humanoid Production Forecast vs Morgan Stanley's — and Why the Bank Keeps Raising 2026
We forecast 28,000–56,000 humanoids built worldwide in 2026. Six weeks later Morgan Stanley raised its 2026 number again — to 50,000 for China alone, its second hike this year. A side-by-side comparison: we're more conservative on near-term China, far bolder on 2035, and the bank's number has only ever moved up.
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