Nomura analysts say data collection will be a critical constraint for humanoid-robot training by 2026. They estimate about 10 million hours of data are required per 100,000 units shipped. Nomura outlines four acquisition approaches, including non-physical data from wearables that capture human motion and teleoperation of physical robots with synchronized camera feeds and joint-state recording to train foundation models. The firm says an integrated hardware-software loop covering collection, tran

Nomura analysts say data collection will be a critical constraint for humanoid-robot training by 2026. They estimate about 10 million hours of data are required per 100,000 units shipped. Nomura outlines four acquisition approaches, including non-physical data from wearables that capture human motion and teleoperation of physical robots with synchronized camera feeds and joint-state recording to train foundation models. The firm says an integrated hardware-software loop covering collection, transmission, evaluation, training, deployment and debugging would be a pronounced structural advantage for pure data suppliers.