Global Scans · Robotics · Weekly Summary

• [New] Announced was a major expansion of robot-assisted surgery, increasing procedures from 70,000 to half a million by 2035. UKAuthority
• [New] Musk expects to sell humanoid robots to the public by the end of 2027. / China Economic Times
• [New] In the next 5 years, we expect a 25.3% CAGR in Cloud Robotics. 02financial.com
• [New] ABI Research predicts 1.3 million RaaS (Robotics as a Service) installations by 2026, generating $34 billion in revenue. SellersCommerce
• [New] Tesla plans to offer its Optimus robots to consumers by the end of 2027. Economic Times
• [New] From household deployments to general-purpose machines, experts weigh in on what 2027 holds for the robotics industry. AI Business
• The global cumulative installed base of humanoid robots will grow from 23,000 units last year to 690,000 in 2030, 6.79 million in 2035, and approximately 53.3 million by 2040. KyungHyangSinmun
• Shanghai robotics startup DroidUp has stepped things up a gear or five, which is certainly worth covering considering it expects the new realistic humanoid to be rolled out in 2026. New Atlas
• Optimus could generate $10 trillion in long-term revenue, positioning the robotics program as the cornerstone for Tesla's future valuation. Ainvest
• Tesla's robotics strategy is a high-stakes S-curve play, betting that achieving a specific level of functional proficiency in 2026 will trigger exponential adoption. Ainvest
• Tesla's Optimus Robot Could Reach Human-Level Proficiency in 2026. Nasdaq
• By the end of 2026, around 4,691,685 commercial warehouse robots will be installed worldwide in over 50k warehouses, fundamentally changing how facilities operate and manage labour. SellersCommerce
• Growing spending was the theme at Elon Musk's Tesla, which will double outlay in 2026 to more than $20bn as it pivots to AI, humanoid robots and personal vehicles that can drive themselves. The Guardian
• Analysts at Morgan Stanley have thrown out a provocative forecast: up to a billion humanoid robots in service by 2050. Vinylone
• A 12 x growth opportunity is predicted for Autonomous Mobile Robots (AMRs) by the end of 2026. SellersCommerce

Last updated: 16 February 2026