rotative
the decoder · October 26, 2026

Toyota bets $6.4B on humanoid robots, aims for 400k deployments

toyota plans to deploy 400,000 robots as part of a $6.4 billion annual investment, targeting factory automation and humanoid robots. this could disrupt the robotics market.

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toyota is making a significant bet on humanoid robots and factory automation, with plans to deploy 400,000 robots as part of a $6.4 billion annual investment. the company's ai robotics spinout, walden robotics, recently went public with a $1.1 billion valuation and $300 million in funding. goldman sachs analysts predict toyota could capture 3-8% of the humanoid robot market by 2035, competing with tesla, xpeng, and hyundai. toyota's own factories will be the first to see robot deployments, as the environment is easier to control.

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