The factory comes first
Toyota’s competition includes Tesla and Xpeng, while Hyundai plans to begin producing its Atlas robot in the United States in 2028. Toyota has not given a comparable production date in the information available here.
Starting at its own factories is a practical choice. Controlled conditions may make deployment easier, but they also leave the central question unanswered: whether the systems can do useful work at a cost that justifies the investment.
Spending is not proof
Investors are treating the plans cautiously, pointing to Toyota’s earlier efforts in hydrogen cars and solid-state batteries, which did not meet expectations. That history does not establish that the robotics plan will fall short, but it gives investors reason to distinguish a large budget from a demonstrated result.
I think the most telling omission is a concrete account of what Toyota’s robots will do on the factory floor. Without tasks, milestones or a deployment timeline, $6.4 billion a year signals commitment, not evidence that humanoids can become productive machinery.
Source: the-decoder.com
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