Wall Street sees a multitrillion-dollar opportunity in humanoid robotics, and two industrial stocks selling essential parts may benefit regardless of which manufacturer wins. UBS estimates the humanoid robotics market could eventually reach $1.4 trillion to $1.7 trillion annually by 2050. TE Connectivity, one of the world’s largest manufacturers of connectors, sensors, relays, antennas, and high-speed data interconnects, is working with robot developers to supply specialized components. In the third quarter of 2026, TE generated a record $5.16 billion in revenue, up 14% year over year, while adjusted earnings per share increased 22% to a record $2.94. Its Industrial Solutions segment revenue climbed 22%, driven by demand for AI infrastructure, energy infrastructure, factory automation, and industrial connectivity. Amphenol manufactures high-speed connectors, cable assemblies, sensors, antennas, and power distribution systems used in industrial automation, aerospace, automotive, AI infrastructure, and advanced robotics, components essential for humanoid robot manufacturing. Both companies sell parts needed by any robot builder, including Tesla, Figure AI, or Apptronik.