Humanoid Robots Commercially Deployed for Exact Helper Tasks
#1Figure AI signed a commercial deployment agreement with BMW Group and publicly reported moving 90,000+ automotive components across 1,250 operating hours at the Spartanburg, SC plant in 2025 — the first large-scale humanoid robot deployment in active manufacturing. McKinsey's 2024 trades automation analysis explicitly named 'preparing tools, unloading materials, and cleaning work areas' as the first-wave humanoid deployment targets in skilled trades support roles. Investment in humanoid robotics reached an estimated $2B+ in 2024-2025 from a16z, Microsoft, Jeff Bezos, and strategics (BMW, Amazon, Hyundai/Boston Dynamics), with Tesla projecting Optimus production of 100,000+ units by 2026.