Humanoid Robot Industry Still Years Away from 'GPT Moment'

Dow Jones07-16 13:16

0516 GMT - Humanoids robots industry are still years away from a "GPT moment," referring to the time when a new technology makes a massive leap in capability, according to HSBC analysts in a research note. HSBC thinks that the commercialisation of humanoid robots depends heavily on the AI model's capabilities, which in turn depends on the amount of data that is available for robot training. The embodied AI foundation models will "require a significant step up in their model parameter sizes from the industry average of 4-7 billion, now to hundreds of billions," HSBC estimates. "This could take many years, in our view, given the low data collection efficiency," it adds. Real machine data collection is costly because it requires a significant increase in robot installation bases, HSBC says. (tracy.qu@wsj.com)

(END) Dow Jones Newswires

July 16, 2026 01:16 ET (05:16 GMT)

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