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12-09
The biggest disruptor will be the demise of oil, yes zero point energy. I'm Divesting Out of this.
Robots Are Coming. What Investors Need to Know
Go to Tiger App to see more news
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I'm Divesting Out of this.","listText":"The biggest disruptor will be the demise of oil, yes zero point energy. I'm Divesting Out of this.","text":"The biggest disruptor will be the demise of oil, yes zero point energy. I'm Divesting Out of this.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/508819401269808","repostId":"2590936557","repostType":2,"repost":{"id":"2590936557","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1765253672,"share":"https://ttm.financial/m/news/2590936557?lang=en_US&edition=fundamental","pubTime":"2025-12-09 12:14","market":"sg","language":"en","title":"Robots Are Coming. What Investors Need to Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2590936557","media":"Dow Jones","summary":"Robots are coming. Some of the numbers being floated are incredible .Morgan Stanley's Adam Jonas has left his car coverage to focus on \"embodied AI.\" That's AI with a physical form, whether in a robot or a robo-taxi. Sunday evening, he published his inaugural \"Robot Almanac.\". Almanacs are compendiums, published since the 18th century, of helpful information that keep readers up-to-date on weather, the economy, or something else. Jonas' goal is to teach investors about the coming age of useful robots.\"The Morgan Stanley global robotics team has compiled this comprehensive reference guide to help our clients navigate the exciting confluence of AI and the physical world,\" wrote Jonas. \"AI-enabled robotics helps usher in the 3rd Industrial Revolution.\". Those technologies helped create the modern economy by multiplying a worker's productivity. Robots can do the same. To size the potential, Jonas multiples the global labor force of some four billion people by $10,000. That's a $40 trillion","content":"<html><head></head><body><p>Robots are coming. Some of the numbers being floated are incredible (and challenging to use for investing).</p><p>Morgan Stanley's Adam Jonas has left his car coverage to focus on "embodied AI." That's AI with a physical form, whether in a robot or a robo-taxi. Sunday evening, he published his inaugural "Robot Almanac."</p><p>Almanacs are compendiums, published since the 18th century, of helpful information that keep readers up-to-date on weather, the economy, or something else. Jonas' goal is to teach investors about the coming age of useful robots.</p><p>"The Morgan Stanley global robotics team has compiled this comprehensive reference guide to help our clients navigate the exciting confluence of AI and the physical world," wrote Jonas. "AI-enabled robotics helps usher in the 3rd Industrial Revolution."</p><p>(The steam engine ushered in the first industrial revolution. The proliferation of electricity and steel production ushered in the second.)</p><p>Those technologies helped create the modern economy by multiplying a worker's productivity. Robots can do the same. To size the potential, Jonas multiples the global labor force of some four billion people by $10,000. That's a $40 trillion opportunity, or roughly one-third of global GDP.</p><p>He projects $25 trillion in robotics revenue by 2050. Humanoid Robots and robo-taxis account for more than half of that. Drones and specialized industrial robots are the next two largest markets.</p><p>The nascent industry will need more cameras, lidars, essentially laser-based radar, and traditional radars. Total lidar demand for 2025 is 2.3 million units, according to Morgan Stanley. That needs to grow 300-fold by 2050. Rare earth magnet demand will jump 480 times between 2025 and 2050. AI compute capacity needs to expand 40,000 times.</p><p>Those numbers are huge. He isn't the only one who believes robots will change the world forever. <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> CEO Jensen Huang believes robotics will be one of the largest industries in human history. <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> CEO Elon Musk sees $30 trillion in annual robot revenue possible. One milestone in Musk's new trillion-dollar pay package is selling one million humanoid robots by 2035.</p><p>Still, early numbers are pie in the sky, which leaves investors to do little more than educate themselves about potential winners.</p><p>For robots, Tesla, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Alphabet, and Nvidia have "foundational" technology, says Jonas. Siemens, Cognex, and Rockwell Automation are some of the companies with "enabling" technology. Nvidia, Qualcomm, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, Intel, Apple, and Taiwan Semiconductor supply computing technology.</p><p>Outside of sensor suppliers, it looks like a who's who of technology firms. It's a slightly different story for robo-taxis.</p><p>For autonomous vehicles, Tesla, Alphabet, Nvidia, NXP Semiconductors, Qualcomm, Meta Platforms, and Mobileye are some of the companies listed as "enablers." Self-driving technology integrators include <a href=\"https://laohu8.com/S/PONY\">Pony AI</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, by virtue of its Zoox ownership, as well as Tesla and Alphabet's Waymo.</p><p>There are also a host of auto makers working on autonomous solutions, including BYD, <a href=\"https://laohu8.com/S/NIO\">NIO</a>, <a href=\"https://laohu8.com/S/RIVN\">Rivian</a>, <a href=\"https://laohu8.com/S/LCID\">Lucid</a>, and others. There are sensor suppliers, including Aptiv, Ouster, and Hesai. Uber and <a href=\"https://laohu8.com/S/LYFT\">Lyft</a> plan to use robo-taxis in their networks.</p><p>Among U.S. public companies, only Tesla has revealed humanoid robot prototypes, according to Jonas. There are many Chinese and private U.S. companies that have models. In America, investors can check out Figure, Agility Robotics, and 1X. In China, which hosted the World Humanoid Robot Games in August, investors can follow <a href=\"https://laohu8.com/S/XPEV\">XPeng</a>, Xiaomi, Fourier, Robotera.</p><p>Robotics will also benefit providers of traditional automation technologies, such as ABB, Fanuc, Honeywell, Nidec, <a href=\"https://laohu8.com/S/RRX\">Regal Rexnord</a>. The lists could go on.</p><p>When is a good question? Lots of industrial robots and small drones are sold around the globe today, but there are no truly useful humanoid robots and only a handful of robo-taxis in operation.</p><p>Humanoid robot sales should be significant, say, tens of millions annually, by the end of the decade. By 2040, the number should crack nine digits, with maybe half a billion sold in 2050.</p><p>Before investors dismiss Jonas' predictions out of hand, they might want to remember he started publishing research on privately held SpaceX years ago. In 2020, Jonas suggested SpaceX could be as much as $175 billion, based primarily on its space-based broadband business, Starlink.</p><p>SpaceX was reported to be targeting an $800 billion valuation this past week.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Robots Are Coming. What Investors Need to Know</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRobots Are Coming. What Investors Need to Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-12-09 12:14</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Robots are coming. Some of the numbers being floated are incredible (and challenging to use for investing).</p><p>Morgan Stanley's Adam Jonas has left his car coverage to focus on "embodied AI." That's AI with a physical form, whether in a robot or a robo-taxi. Sunday evening, he published his inaugural "Robot Almanac."</p><p>Almanacs are compendiums, published since the 18th century, of helpful information that keep readers up-to-date on weather, the economy, or something else. Jonas' goal is to teach investors about the coming age of useful robots.</p><p>"The Morgan Stanley global robotics team has compiled this comprehensive reference guide to help our clients navigate the exciting confluence of AI and the physical world," wrote Jonas. "AI-enabled robotics helps usher in the 3rd Industrial Revolution."</p><p>(The steam engine ushered in the first industrial revolution. The proliferation of electricity and steel production ushered in the second.)</p><p>Those technologies helped create the modern economy by multiplying a worker's productivity. Robots can do the same. To size the potential, Jonas multiples the global labor force of some four billion people by $10,000. That's a $40 trillion opportunity, or roughly one-third of global GDP.</p><p>He projects $25 trillion in robotics revenue by 2050. Humanoid Robots and robo-taxis account for more than half of that. Drones and specialized industrial robots are the next two largest markets.</p><p>The nascent industry will need more cameras, lidars, essentially laser-based radar, and traditional radars. Total lidar demand for 2025 is 2.3 million units, according to Morgan Stanley. That needs to grow 300-fold by 2050. Rare earth magnet demand will jump 480 times between 2025 and 2050. AI compute capacity needs to expand 40,000 times.</p><p>Those numbers are huge. He isn't the only one who believes robots will change the world forever. <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> CEO Jensen Huang believes robotics will be one of the largest industries in human history. <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> CEO Elon Musk sees $30 trillion in annual robot revenue possible. One milestone in Musk's new trillion-dollar pay package is selling one million humanoid robots by 2035.</p><p>Still, early numbers are pie in the sky, which leaves investors to do little more than educate themselves about potential winners.</p><p>For robots, Tesla, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Alphabet, and Nvidia have "foundational" technology, says Jonas. Siemens, Cognex, and Rockwell Automation are some of the companies with "enabling" technology. Nvidia, Qualcomm, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, Intel, Apple, and Taiwan Semiconductor supply computing technology.</p><p>Outside of sensor suppliers, it looks like a who's who of technology firms. It's a slightly different story for robo-taxis.</p><p>For autonomous vehicles, Tesla, Alphabet, Nvidia, NXP Semiconductors, Qualcomm, Meta Platforms, and Mobileye are some of the companies listed as "enablers." Self-driving technology integrators include <a href=\"https://laohu8.com/S/PONY\">Pony AI</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, by virtue of its Zoox ownership, as well as Tesla and Alphabet's Waymo.</p><p>There are also a host of auto makers working on autonomous solutions, including BYD, <a href=\"https://laohu8.com/S/NIO\">NIO</a>, <a href=\"https://laohu8.com/S/RIVN\">Rivian</a>, <a href=\"https://laohu8.com/S/LCID\">Lucid</a>, and others. There are sensor suppliers, including Aptiv, Ouster, and Hesai. Uber and <a href=\"https://laohu8.com/S/LYFT\">Lyft</a> plan to use robo-taxis in their networks.</p><p>Among U.S. public companies, only Tesla has revealed humanoid robot prototypes, according to Jonas. There are many Chinese and private U.S. companies that have models. In America, investors can check out Figure, Agility Robotics, and 1X. In China, which hosted the World Humanoid Robot Games in August, investors can follow <a href=\"https://laohu8.com/S/XPEV\">XPeng</a>, Xiaomi, Fourier, Robotera.</p><p>Robotics will also benefit providers of traditional automation technologies, such as ABB, Fanuc, Honeywell, Nidec, <a href=\"https://laohu8.com/S/RRX\">Regal Rexnord</a>. The lists could go on.</p><p>When is a good question? Lots of industrial robots and small drones are sold around the globe today, but there are no truly useful humanoid robots and only a handful of robo-taxis in operation.</p><p>Humanoid robot sales should be significant, say, tens of millions annually, by the end of the decade. By 2040, the number should crack nine digits, with maybe half a billion sold in 2050.</p><p>Before investors dismiss Jonas' predictions out of hand, they might want to remember he started publishing research on privately held SpaceX years ago. In 2020, Jonas suggested SpaceX could be as much as $175 billion, based primarily on its space-based broadband business, Starlink.</p><p>SpaceX was reported to be targeting an $800 billion valuation this past week.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2590936557","content_text":"Robots are coming. Some of the numbers being floated are incredible (and challenging to use for investing).Morgan Stanley's Adam Jonas has left his car coverage to focus on \"embodied AI.\" That's AI with a physical form, whether in a robot or a robo-taxi. Sunday evening, he published his inaugural \"Robot Almanac.\"Almanacs are compendiums, published since the 18th century, of helpful information that keep readers up-to-date on weather, the economy, or something else. Jonas' goal is to teach investors about the coming age of useful robots.\"The Morgan Stanley global robotics team has compiled this comprehensive reference guide to help our clients navigate the exciting confluence of AI and the physical world,\" wrote Jonas. \"AI-enabled robotics helps usher in the 3rd Industrial Revolution.\"(The steam engine ushered in the first industrial revolution. The proliferation of electricity and steel production ushered in the second.)Those technologies helped create the modern economy by multiplying a worker's productivity. Robots can do the same. To size the potential, Jonas multiples the global labor force of some four billion people by $10,000. That's a $40 trillion opportunity, or roughly one-third of global GDP.He projects $25 trillion in robotics revenue by 2050. Humanoid Robots and robo-taxis account for more than half of that. Drones and specialized industrial robots are the next two largest markets.The nascent industry will need more cameras, lidars, essentially laser-based radar, and traditional radars. Total lidar demand for 2025 is 2.3 million units, according to Morgan Stanley. That needs to grow 300-fold by 2050. Rare earth magnet demand will jump 480 times between 2025 and 2050. AI compute capacity needs to expand 40,000 times.Those numbers are huge. He isn't the only one who believes robots will change the world forever. Nvidia CEO Jensen Huang believes robotics will be one of the largest industries in human history. Tesla CEO Elon Musk sees $30 trillion in annual robot revenue possible. One milestone in Musk's new trillion-dollar pay package is selling one million humanoid robots by 2035.Still, early numbers are pie in the sky, which leaves investors to do little more than educate themselves about potential winners.For robots, Tesla, Meta Platforms, Alphabet, and Nvidia have \"foundational\" technology, says Jonas. Siemens, Cognex, and Rockwell Automation are some of the companies with \"enabling\" technology. Nvidia, Qualcomm, AMD, Intel, Apple, and Taiwan Semiconductor supply computing technology.Outside of sensor suppliers, it looks like a who's who of technology firms. It's a slightly different story for robo-taxis.For autonomous vehicles, Tesla, Alphabet, Nvidia, NXP Semiconductors, Qualcomm, Meta Platforms, and Mobileye are some of the companies listed as \"enablers.\" Self-driving technology integrators include Pony AI, Amazon, by virtue of its Zoox ownership, as well as Tesla and Alphabet's Waymo.There are also a host of auto makers working on autonomous solutions, including BYD, NIO, Rivian, Lucid, and others. There are sensor suppliers, including Aptiv, Ouster, and Hesai. Uber and Lyft plan to use robo-taxis in their networks.Among U.S. public companies, only Tesla has revealed humanoid robot prototypes, according to Jonas. There are many Chinese and private U.S. companies that have models. In America, investors can check out Figure, Agility Robotics, and 1X. In China, which hosted the World Humanoid Robot Games in August, investors can follow XPeng, Xiaomi, Fourier, Robotera.Robotics will also benefit providers of traditional automation technologies, such as ABB, Fanuc, Honeywell, Nidec, Regal Rexnord. The lists could go on.When is a good question? Lots of industrial robots and small drones are sold around the globe today, but there are no truly useful humanoid robots and only a handful of robo-taxis in operation.Humanoid robot sales should be significant, say, tens of millions annually, by the end of the decade. By 2040, the number should crack nine digits, with maybe half a billion sold in 2050.Before investors dismiss Jonas' predictions out of hand, they might want to remember he started publishing research on privately held SpaceX years ago. In 2020, Jonas suggested SpaceX could be as much as $175 billion, based primarily on its space-based broadband business, Starlink.SpaceX was reported to be targeting an $800 billion valuation this past week.","news_type":1,"symbols_score_info":{"TSLA":0.61}},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":508819401269808,"gmtCreate":1765254906430,"gmtModify":1765258496200,"author":{"id":"4205006787919732","authorId":"4205006787919732","name":"Umad","avatar":"https://community-static.tradeup.com/news/fbf570c2099e8a5663fcbe8719908990","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4205006787919732","idStr":"4205006787919732"},"themes":[],"title":"","htmlText":"The biggest disruptor will be the demise of oil, yes zero point energy. I'm Divesting Out of this.","listText":"The biggest disruptor will be the demise of oil, yes zero point energy. I'm Divesting Out of this.","text":"The biggest disruptor will be the demise of oil, yes zero point energy. I'm Divesting Out of this.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/508819401269808","repostId":"2590936557","repostType":2,"repost":{"id":"2590936557","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1765253672,"share":"https://ttm.financial/m/news/2590936557?lang=en_US&edition=fundamental","pubTime":"2025-12-09 12:14","market":"sg","language":"en","title":"Robots Are Coming. What Investors Need to Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2590936557","media":"Dow Jones","summary":"Robots are coming. Some of the numbers being floated are incredible .Morgan Stanley's Adam Jonas has left his car coverage to focus on \"embodied AI.\" That's AI with a physical form, whether in a robot or a robo-taxi. Sunday evening, he published his inaugural \"Robot Almanac.\". Almanacs are compendiums, published since the 18th century, of helpful information that keep readers up-to-date on weather, the economy, or something else. Jonas' goal is to teach investors about the coming age of useful robots.\"The Morgan Stanley global robotics team has compiled this comprehensive reference guide to help our clients navigate the exciting confluence of AI and the physical world,\" wrote Jonas. \"AI-enabled robotics helps usher in the 3rd Industrial Revolution.\". Those technologies helped create the modern economy by multiplying a worker's productivity. Robots can do the same. To size the potential, Jonas multiples the global labor force of some four billion people by $10,000. That's a $40 trillion","content":"<html><head></head><body><p>Robots are coming. Some of the numbers being floated are incredible (and challenging to use for investing).</p><p>Morgan Stanley's Adam Jonas has left his car coverage to focus on "embodied AI." That's AI with a physical form, whether in a robot or a robo-taxi. Sunday evening, he published his inaugural "Robot Almanac."</p><p>Almanacs are compendiums, published since the 18th century, of helpful information that keep readers up-to-date on weather, the economy, or something else. Jonas' goal is to teach investors about the coming age of useful robots.</p><p>"The Morgan Stanley global robotics team has compiled this comprehensive reference guide to help our clients navigate the exciting confluence of AI and the physical world," wrote Jonas. "AI-enabled robotics helps usher in the 3rd Industrial Revolution."</p><p>(The steam engine ushered in the first industrial revolution. The proliferation of electricity and steel production ushered in the second.)</p><p>Those technologies helped create the modern economy by multiplying a worker's productivity. Robots can do the same. To size the potential, Jonas multiples the global labor force of some four billion people by $10,000. That's a $40 trillion opportunity, or roughly one-third of global GDP.</p><p>He projects $25 trillion in robotics revenue by 2050. Humanoid Robots and robo-taxis account for more than half of that. Drones and specialized industrial robots are the next two largest markets.</p><p>The nascent industry will need more cameras, lidars, essentially laser-based radar, and traditional radars. Total lidar demand for 2025 is 2.3 million units, according to Morgan Stanley. That needs to grow 300-fold by 2050. Rare earth magnet demand will jump 480 times between 2025 and 2050. AI compute capacity needs to expand 40,000 times.</p><p>Those numbers are huge. He isn't the only one who believes robots will change the world forever. <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> CEO Jensen Huang believes robotics will be one of the largest industries in human history. <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> CEO Elon Musk sees $30 trillion in annual robot revenue possible. One milestone in Musk's new trillion-dollar pay package is selling one million humanoid robots by 2035.</p><p>Still, early numbers are pie in the sky, which leaves investors to do little more than educate themselves about potential winners.</p><p>For robots, Tesla, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Alphabet, and Nvidia have "foundational" technology, says Jonas. Siemens, Cognex, and Rockwell Automation are some of the companies with "enabling" technology. Nvidia, Qualcomm, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, Intel, Apple, and Taiwan Semiconductor supply computing technology.</p><p>Outside of sensor suppliers, it looks like a who's who of technology firms. It's a slightly different story for robo-taxis.</p><p>For autonomous vehicles, Tesla, Alphabet, Nvidia, NXP Semiconductors, Qualcomm, Meta Platforms, and Mobileye are some of the companies listed as "enablers." Self-driving technology integrators include <a href=\"https://laohu8.com/S/PONY\">Pony AI</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, by virtue of its Zoox ownership, as well as Tesla and Alphabet's Waymo.</p><p>There are also a host of auto makers working on autonomous solutions, including BYD, <a href=\"https://laohu8.com/S/NIO\">NIO</a>, <a href=\"https://laohu8.com/S/RIVN\">Rivian</a>, <a href=\"https://laohu8.com/S/LCID\">Lucid</a>, and others. There are sensor suppliers, including Aptiv, Ouster, and Hesai. Uber and <a href=\"https://laohu8.com/S/LYFT\">Lyft</a> plan to use robo-taxis in their networks.</p><p>Among U.S. public companies, only Tesla has revealed humanoid robot prototypes, according to Jonas. There are many Chinese and private U.S. companies that have models. In America, investors can check out Figure, Agility Robotics, and 1X. In China, which hosted the World Humanoid Robot Games in August, investors can follow <a href=\"https://laohu8.com/S/XPEV\">XPeng</a>, Xiaomi, Fourier, Robotera.</p><p>Robotics will also benefit providers of traditional automation technologies, such as ABB, Fanuc, Honeywell, Nidec, <a href=\"https://laohu8.com/S/RRX\">Regal Rexnord</a>. The lists could go on.</p><p>When is a good question? Lots of industrial robots and small drones are sold around the globe today, but there are no truly useful humanoid robots and only a handful of robo-taxis in operation.</p><p>Humanoid robot sales should be significant, say, tens of millions annually, by the end of the decade. By 2040, the number should crack nine digits, with maybe half a billion sold in 2050.</p><p>Before investors dismiss Jonas' predictions out of hand, they might want to remember he started publishing research on privately held SpaceX years ago. In 2020, Jonas suggested SpaceX could be as much as $175 billion, based primarily on its space-based broadband business, Starlink.</p><p>SpaceX was reported to be targeting an $800 billion valuation this past week.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Robots Are Coming. What Investors Need to Know</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRobots Are Coming. What Investors Need to Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-12-09 12:14</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Robots are coming. Some of the numbers being floated are incredible (and challenging to use for investing).</p><p>Morgan Stanley's Adam Jonas has left his car coverage to focus on "embodied AI." That's AI with a physical form, whether in a robot or a robo-taxi. Sunday evening, he published his inaugural "Robot Almanac."</p><p>Almanacs are compendiums, published since the 18th century, of helpful information that keep readers up-to-date on weather, the economy, or something else. Jonas' goal is to teach investors about the coming age of useful robots.</p><p>"The Morgan Stanley global robotics team has compiled this comprehensive reference guide to help our clients navigate the exciting confluence of AI and the physical world," wrote Jonas. "AI-enabled robotics helps usher in the 3rd Industrial Revolution."</p><p>(The steam engine ushered in the first industrial revolution. The proliferation of electricity and steel production ushered in the second.)</p><p>Those technologies helped create the modern economy by multiplying a worker's productivity. Robots can do the same. To size the potential, Jonas multiples the global labor force of some four billion people by $10,000. That's a $40 trillion opportunity, or roughly one-third of global GDP.</p><p>He projects $25 trillion in robotics revenue by 2050. Humanoid Robots and robo-taxis account for more than half of that. Drones and specialized industrial robots are the next two largest markets.</p><p>The nascent industry will need more cameras, lidars, essentially laser-based radar, and traditional radars. Total lidar demand for 2025 is 2.3 million units, according to Morgan Stanley. That needs to grow 300-fold by 2050. Rare earth magnet demand will jump 480 times between 2025 and 2050. AI compute capacity needs to expand 40,000 times.</p><p>Those numbers are huge. He isn't the only one who believes robots will change the world forever. <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> CEO Jensen Huang believes robotics will be one of the largest industries in human history. <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> CEO Elon Musk sees $30 trillion in annual robot revenue possible. One milestone in Musk's new trillion-dollar pay package is selling one million humanoid robots by 2035.</p><p>Still, early numbers are pie in the sky, which leaves investors to do little more than educate themselves about potential winners.</p><p>For robots, Tesla, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Alphabet, and Nvidia have "foundational" technology, says Jonas. Siemens, Cognex, and Rockwell Automation are some of the companies with "enabling" technology. Nvidia, Qualcomm, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, Intel, Apple, and Taiwan Semiconductor supply computing technology.</p><p>Outside of sensor suppliers, it looks like a who's who of technology firms. It's a slightly different story for robo-taxis.</p><p>For autonomous vehicles, Tesla, Alphabet, Nvidia, NXP Semiconductors, Qualcomm, Meta Platforms, and Mobileye are some of the companies listed as "enablers." Self-driving technology integrators include <a href=\"https://laohu8.com/S/PONY\">Pony AI</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, by virtue of its Zoox ownership, as well as Tesla and Alphabet's Waymo.</p><p>There are also a host of auto makers working on autonomous solutions, including BYD, <a href=\"https://laohu8.com/S/NIO\">NIO</a>, <a href=\"https://laohu8.com/S/RIVN\">Rivian</a>, <a href=\"https://laohu8.com/S/LCID\">Lucid</a>, and others. There are sensor suppliers, including Aptiv, Ouster, and Hesai. Uber and <a href=\"https://laohu8.com/S/LYFT\">Lyft</a> plan to use robo-taxis in their networks.</p><p>Among U.S. public companies, only Tesla has revealed humanoid robot prototypes, according to Jonas. There are many Chinese and private U.S. companies that have models. In America, investors can check out Figure, Agility Robotics, and 1X. In China, which hosted the World Humanoid Robot Games in August, investors can follow <a href=\"https://laohu8.com/S/XPEV\">XPeng</a>, Xiaomi, Fourier, Robotera.</p><p>Robotics will also benefit providers of traditional automation technologies, such as ABB, Fanuc, Honeywell, Nidec, <a href=\"https://laohu8.com/S/RRX\">Regal Rexnord</a>. The lists could go on.</p><p>When is a good question? Lots of industrial robots and small drones are sold around the globe today, but there are no truly useful humanoid robots and only a handful of robo-taxis in operation.</p><p>Humanoid robot sales should be significant, say, tens of millions annually, by the end of the decade. By 2040, the number should crack nine digits, with maybe half a billion sold in 2050.</p><p>Before investors dismiss Jonas' predictions out of hand, they might want to remember he started publishing research on privately held SpaceX years ago. In 2020, Jonas suggested SpaceX could be as much as $175 billion, based primarily on its space-based broadband business, Starlink.</p><p>SpaceX was reported to be targeting an $800 billion valuation this past week.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2590936557","content_text":"Robots are coming. Some of the numbers being floated are incredible (and challenging to use for investing).Morgan Stanley's Adam Jonas has left his car coverage to focus on \"embodied AI.\" That's AI with a physical form, whether in a robot or a robo-taxi. Sunday evening, he published his inaugural \"Robot Almanac.\"Almanacs are compendiums, published since the 18th century, of helpful information that keep readers up-to-date on weather, the economy, or something else. Jonas' goal is to teach investors about the coming age of useful robots.\"The Morgan Stanley global robotics team has compiled this comprehensive reference guide to help our clients navigate the exciting confluence of AI and the physical world,\" wrote Jonas. \"AI-enabled robotics helps usher in the 3rd Industrial Revolution.\"(The steam engine ushered in the first industrial revolution. The proliferation of electricity and steel production ushered in the second.)Those technologies helped create the modern economy by multiplying a worker's productivity. Robots can do the same. To size the potential, Jonas multiples the global labor force of some four billion people by $10,000. That's a $40 trillion opportunity, or roughly one-third of global GDP.He projects $25 trillion in robotics revenue by 2050. Humanoid Robots and robo-taxis account for more than half of that. Drones and specialized industrial robots are the next two largest markets.The nascent industry will need more cameras, lidars, essentially laser-based radar, and traditional radars. Total lidar demand for 2025 is 2.3 million units, according to Morgan Stanley. That needs to grow 300-fold by 2050. Rare earth magnet demand will jump 480 times between 2025 and 2050. AI compute capacity needs to expand 40,000 times.Those numbers are huge. He isn't the only one who believes robots will change the world forever. Nvidia CEO Jensen Huang believes robotics will be one of the largest industries in human history. Tesla CEO Elon Musk sees $30 trillion in annual robot revenue possible. One milestone in Musk's new trillion-dollar pay package is selling one million humanoid robots by 2035.Still, early numbers are pie in the sky, which leaves investors to do little more than educate themselves about potential winners.For robots, Tesla, Meta Platforms, Alphabet, and Nvidia have \"foundational\" technology, says Jonas. Siemens, Cognex, and Rockwell Automation are some of the companies with \"enabling\" technology. Nvidia, Qualcomm, AMD, Intel, Apple, and Taiwan Semiconductor supply computing technology.Outside of sensor suppliers, it looks like a who's who of technology firms. It's a slightly different story for robo-taxis.For autonomous vehicles, Tesla, Alphabet, Nvidia, NXP Semiconductors, Qualcomm, Meta Platforms, and Mobileye are some of the companies listed as \"enablers.\" Self-driving technology integrators include Pony AI, Amazon, by virtue of its Zoox ownership, as well as Tesla and Alphabet's Waymo.There are also a host of auto makers working on autonomous solutions, including BYD, NIO, Rivian, Lucid, and others. There are sensor suppliers, including Aptiv, Ouster, and Hesai. Uber and Lyft plan to use robo-taxis in their networks.Among U.S. public companies, only Tesla has revealed humanoid robot prototypes, according to Jonas. There are many Chinese and private U.S. companies that have models. In America, investors can check out Figure, Agility Robotics, and 1X. In China, which hosted the World Humanoid Robot Games in August, investors can follow XPeng, Xiaomi, Fourier, Robotera.Robotics will also benefit providers of traditional automation technologies, such as ABB, Fanuc, Honeywell, Nidec, Regal Rexnord. The lists could go on.When is a good question? Lots of industrial robots and small drones are sold around the globe today, but there are no truly useful humanoid robots and only a handful of robo-taxis in operation.Humanoid robot sales should be significant, say, tens of millions annually, by the end of the decade. By 2040, the number should crack nine digits, with maybe half a billion sold in 2050.Before investors dismiss Jonas' predictions out of hand, they might want to remember he started publishing research on privately held SpaceX years ago. In 2020, Jonas suggested SpaceX could be as much as $175 billion, based primarily on its space-based broadband business, Starlink.SpaceX was reported to be targeting an $800 billion valuation this past week.","news_type":1,"symbols_score_info":{"TSLA":0.61}},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}