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Near-term (1-2 years)
January 14, 2026

Barclays Research Finds Humanoid Robotics On Track to Become a $200 Billion Market by 2035

16 hours agobusinesswire

Summary

This report signals a significant expansion of Artificial Intelligence into physical embodiment, projecting a $200 billion market for humanoid robots by 2035 driven by advancements in AI reasoning. The confluence of improved AI and reduced production costs for actuators and batteries facilitates the deployment of these robots across diverse sectors, automating tasks previously limited to humans.

Impact Areas

cost
revenue
risk
strategic

Sector Impact

In Manufacturing & Industrial settings, AI-driven humanoid robots offer the potential for significant cost reduction through automation of complex assembly tasks, enhanced quality control via AI-powered vision systems, and improved worker safety by automating dangerous or repetitive tasks. The robots' AI will allow for adaptation and learning within dynamic manufacturing environments.

Analysis Perspective
Executive Perspective

Businesses across manufacturing, logistics, supply chain, and healthcare can anticipate significant operational shifts by integrating AI-powered humanoid robots. This includes automating repetitive or dangerous tasks, improving efficiency through faster processing times, and enhancing service quality via more personalized and responsive interactions. Implementation will require robust AI infrastructure, specialized training programs, and careful consideration of human-robot collaboration strategies. This is going to affect the way that factories are being designed, and potentially eliminate jobs.

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Robotics
AI