Robots pave way for trillion-dollar market: BarclaysBY 2035: Robotics and ‘physical AI’ are the foundation for a value chain that will be more diverse and deeper than the first wave of AI products, the analysts saidBloombergThe market for artificial intelligence (AI)-powered robots and autonomous machines has the potential to balloon into a trillion-dollar opportunity by 2035, orders of magnitude bigger than it is now, according to a team of Barclays PLC analysts. A Waymo autonomous car drives itself in Miami, Florida, on Jan. 21. “We see automakers emerging as potential major participants, alongside growing deployment of robotic systems across warehousing, logistics and retail,” they wrote. Examples include Mercedes-Benz Group AG’s use of Nvidia Corp’s Omniverse to “virtually retool factories with minimal disruption” and Tesla Inc’s focus on robots during its fourth-quarter earnings call. They said Amazon has more than 1 million robots operating in its fulfillment network, “which is likely still only a fraction of the long-term potential.”

Source: Taipei Times February 18, 2026 17:26 UTC