Meta Platforms (META, Financial) is making a significant investment in the development of AI-powered humanoid robots. The company has formed a new team within its Reality Labs to focus on this project, initially targeting household tasks. Meta's broader ambition is to create foundational AI, sensors, and software for robots that other companies can manufacture and sell.
While Meta does not plan to compete directly with Tesla's Optimus robot at this stage, it may consider doing so in the future. The new team, led by Marc Whitten, aims to hire around 100 engineers this year. Whitten recently left his position as CEO of Cruise, an autonomous vehicle company owned by General Motors, to lead this initiative.
Meta's Chief Technology Officer, Andrew Bosworth, highlighted that the technology developed in Reality Labs and AI complements the advancements needed for robotics. Although humanoid robots have made progress in hardware, Meta's expertise in AI and data from AR devices could accelerate the industry's growth. Currently, humanoid robots struggle with tasks like folding clothes and washing dishes, limiting consumer interest.
Meta is positioning its work as a preferred platform for robotics development, aiming for its Llama software to become a foundation for global robotics research. The company envisions a role similar to Google's Android in the smartphone industry or Qualcomm's chip provision.
Mark Zuckerberg, Meta's CEO, recently stated that the company expects capital expenditures of $60 billion to $65 billion in 2025 and plans to significantly expand its AI team. Meta is also focused on developing safety tools to address potential risks associated with humanoid robots.
