Major investment bank just dropped a wild forecast: humanoid robot chip market could hit $305 billion by 2045.

What's fueling this explosion? Two buzzwords you'll hear everywhere soon - embodied AI and 'physical intelligence.' Think robots that actually understand and interact with the real world.

The real money play? AI processors and sensor tech. These aren't your typical chips - we're talking specialized hardware that can handle real-time physical decision-making.

That's a 20-year runway for anyone betting on the intersection of AI and robotics. Massive.

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ReverseTrendSister

· 8h ago

30.5 billion? What kind of evolution will chip technology have gone through in these 20 years? It feels like we can barely make a decent humanoid now.

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MerkleTreeHugger

· 21h ago

$30.5 billion? It's only been 20 years, feels like it's being underestimated.

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blocksnark

· 12-01 19:55

It's been a 20-year boom, but the ones really making money are still those chip manufacturers.

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NeverPresent

· 12-01 19:54

30.5 billion dollars? It feels like another trap of hype words, embodied AI sounds really impressive. Who knows what it will be like in 20 years, placing bets now feels too abstract. The chip part is indeed real, sensor technology is the real skill. Such predictions often overestimate, I am more optimistic about the recent specific applications. Let's talk when there are really viable products, right now everyone is just making empty promises.

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ConsensusBot

· 12-01 19:52

30.5 billion sounds outrageous but it's not completely impossible... 20 years is a long enough time.

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ImaginaryWhale

· 12-01 19:50

30.5 billion sounds outrageous, but 20 years is enough to change the world. --- What can really make money are chips and sensors; don’t be fooled by the humanoid concept. --- The term embodied AI is everywhere now; has anyone actually produced something? --- Wow, if this works out, I need to start laying out the hardware Supply Chain early. --- With all this hype, I just want to ask who has a truly usable physical intelligence product? --- A 20-year window period is enough for me to profit from three rounds of bull and bear... if I can last that long. --- Chips and sensors are the real deal; let’s set the narrative aside for now.

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UnluckyLemur

· 12-01 19:49

30.5 billion? It's ridiculous to think about, but it almost feels like we have to believe it.

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SleepyValidator

· 12-01 19:38

30.5 billion? It sounds like a lot, but stretched out to 2045, it's actually not exaggerated; it just depends on who can control the chip sector.

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