Counterpoint forecasts rapid growth in humanoid robot AI accelerators
Counterpoint Research expects cumulative shipments of AI accelerators for humanoid robots to exceed one million by 2030, representing a 144% compound annual growth rate from 2026 to 2030. The report, relayed by IT之家, says GPUs should remain the leading near-term architecture as VLA and world models converge, while AI ASICs are advancing through the migration of automotive chip expertise into humanoid robotics. Nvidia reportedly leads the GPU market through its chip, model and simulation ecosystem, while Qualcomm has entered through heterogeneous computing and design partnerships.
The forecast indicates that humanoid robotics could become a major AI-compute market, with competition broadening from Nvidia-led GPUs to ASICs and architectures optimized for power efficiency.
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