Before Robots Can Build Cars, Someone Has to Build the Robots: Boston Dynamics' $100M, 1,000-Job Bet on Manufacturing Atlas at Scale
Boston Dynamics is spending roughly $100M on a 323,000-sq-ft Waltham center to build Atlas, Spot, and Stretch under one roof. The real question isn't whether humanoids will work the line — it's who can manufacture the robots at scale, and whether U.S. assembly can de-risk a thin, China-concentrated actuator and reducer supply base before the labor-gap thesis meets real production data.