Humanoid robotics in the United States is transitioning from research and pilot projects to commercial deployment, with American companies and policymakers driving innovation for both economic and national security interests. While global statistics highlight a rapidly expanding market, the U.S. is emerging as a leader in advanced robotics, AI integration, and strategic applications.

This post delivers a high level overview of the robotics market in the U.S. with links to additional OODA Loop research and reporting. 

U.S. Market Growth and Adoption

• Rapid Expansion: The U.S. humanoid robotics market is projected to grow at a compound annual growth rate (CAGR) of 37% between 2025 and 2031, outpacing many global regions (The Robot Revolution And How Humanoid Is Racing to Commercial Deployment).
• North American Leadership: The U.S., alongside Canada and Mexico, is a major player in global humanoid robotics, with significant investments from major tech firms and defense agencies (Breakthroughs in Humanoid Robotics and the Dawn of Embodied AI).
• Sector Penetration: American adoption is strongest in manufacturing, logistics, healthcare, and security, with early deployments in factories, warehouses, and hospitals (Why would anyone want a humanoid robot?).

Year	U.S. Market Size (USD)	Projected Units (U.S. Share)
2025	~$1.2B (est.)	~0.15M
2030	~$6.5B (est.)	~0.6M
2035	~$90B (est., global)	~3M (U.S. share)

Estimates based on regional breakdowns from global projections and U.S. market share data.

Key U.S. Players and Innovations

• Tesla Optimus: Tesla’s U.S.-based Optimus project is a flagship example, with plans for large-scale deployment in manufacturing and logistics (13 Million Humanoid Robots Will Walk Among Us By 2035).
• Agility Robotics (Digit): Headquartered in Oregon, Agility’s Digit is being piloted in U.S. warehouses and logistics centers, designed for human environments (The Robot Revolution And How Humanoid Is Racing to Commercial Deployment).
• Figure AI and Apptronik: Both American startups have secured major funding and partnerships with automotive and logistics companies for humanoid deployment (Breakthroughs in Humanoid Robotics and the Dawn of Embodied AI).

Strategic Applications

• Manufacturing & Logistics: U.S. factories and distribution centers are integrating humanoid robots to address labor shortages, improve efficiency, and maintain competitiveness (Why would anyone want a humanoid robot?).
• Healthcare: Humanoid robots are increasingly used for elder care, patient assistance, and routine medical tasks, responding to the needs of an aging population (The Robot Revolution And How Humanoid Is Racing to Commercial Deployment).
• Security: U.S. security companies, such as ADT Commercial, are actively trialing humanoid robots for monitoring and response roles, especially in critical infrastructure and public venues (Humanoid robots are leading the charge into ‘intelligent warfare’).
• Defense and National Security: The Department of Defense and affiliated research agencies are investing in humanoid robotics for logistics, battlefield support, and autonomous systems, with a focus on compressing the OODA loop for faster decision-making (OODA and The Future Battlespace: Deep Tech, Cybersecurity and National Security in the 21st Century).

Technological and Business Drivers

• AI Integration: U.S. humanoid robots leverage advanced AI, machine learning, and sensor fusion, enabling real-time adaptation and autonomous operation (Breakthroughs in Humanoid Robotics and the Dawn of Embodied AI).
• Fleet Learning: Data sharing across robot fleets accelerates learning cycles and performance, with U.S. firms at the forefront of this approach (13 Million Humanoid Robots Will Walk Among Us By 2035).
• Venture Capital and Public-Private Partnerships: Robust funding and collaboration between startups, established tech giants, and federal agencies fuel rapid innovation and deployment (National Security Innovation Engines: Where Deep Tech Startups Can Engage for Maximum Impact).

Challenges and Barriers

• Technical Bottlenecks: Dexterity, battery life, and cost remain significant hurdles for mass adoption, particularly in complex or unstructured environments (Technology Bottlenecks Stunt Humanoid Robot Development).
• Cybersecurity: Increased connectivity raises the risk of cyberattacks and data breaches, requiring robust security protocols (OODA and The Future Battlespace: Deep Tech, Cybersecurity and National Security in the 21st Century).
• Regulatory Landscape: The U.S. is actively developing standards for safety, privacy, and labor impacts, but regulatory uncertainty persists (What You Need to Know About the Convergence of Robot Process Automation and AI).

U.S. vs. Global Landscape

• Global Market: The global humanoid robot market is expected to grow from $2.92 billion in 2025 to $15.26 billion by 2030, with North America accounting for a significant share
• China’s Challenge: While China leads in mass production, supplies of critical components,  and domestic adoption, the U.S. maintains an edge in advanced AI, high-value applications, and defense integration (The Geography of PRC Robotics: Charting China’s Robotic Future).
• Workforce Impact: Up to 40% of U.S. employees could see their roles augmented or transformed by humanoid robots, especially in sectors facing labor shortages or hazardous conditions (The Robot Revolution And How Humanoid Is Racing to Commercial Deployment).

Strategic Conclusions

• America’s Competitive Edge: The U.S. is positioned as a global leader in humanoid robotics innovation, with strengths in AI, advanced manufacturing, and national security applications (National Security Innovation Engines: Where Deep Tech Startups Can Engage for Maximum Impact).
• Business Impact: Humanoid robots will drive productivity, address labor shortages, and open new markets across American industries (The Robot Revolution And How Humanoid Is Racing to Commercial Deployment).
• National Security: Continued investment and policy agility are essential for maintaining technological superiority and safeguarding U.S. interests in a rapidly evolving global landscape (OODA and The Future Battlespace: Deep Tech, Cybersecurity and National Security in the 21st Century).
• Policy and Ethics: Proactive development of regulatory frameworks for safety, privacy, and workforce transition will be critical as humanoid robots become more ubiquitous (What You Need to Know About the Convergence of Robot Process Automation and AI).

OODA Company Directory: Robotics Companies 

We have begun tracking leading robotics companies in our OODA Company directory. Key ones delivering real capability today include: 

• Cachai: Virginia-based B2B dual-use software startup providing collaborative autonomy orchestration for defense and aerospace applications.
• Scout AI: Silicon Valley defense tech startup developing AI-powered autonomy for military robotics with modular, hardware-agnostic solutions.
• Overland AI: Seattle-based company specializing in autonomous off-road tactical vehicles for military use in GPS-denied environments.
• Allen Control Systems: Austin-based defense robotics firm focused on autonomous weapon systems and counter-drone technologies.
• Saronic Technologies: Specializes in autonomous surface vessels for naval missions with a focus on autonomy and flexibility.
• Sanctuary AI: Vancouver-based robotics and AI company pioneering general-purpose humanoid robots with advanced dexterous manipulation.
• Apptronik: Texas-based robotics company creating AI-powered humanoid robots for industrial and logistics applications.
• 1X Technologies: Robotics firm specializing in safe, intelligent humanoid robots for home and enterprise environments.
• Agility Robotics: Oregon-based leader in bipedal humanoid robots designed for logistics and manufacturing automation.
• Figure AI: U.S. company developing general-purpose humanoid robots to augment workforce automation across industries.