--- title: "Robots pave way for trillion-dollar market: Barclays" description: "Barclays analysts predict that the market for AI-powered robots and autonomous machines could reach a trillion dollars by 2035, significantly larger than its current size. They highlight autonomous ve" type: "news" locale: "en" url: "https://longbridge.com/en/news/276249591.md" published_at: "2026-02-18T16:06:29.000Z" --- # Robots pave way for trillion-dollar market: Barclays > Barclays analysts predict that the market for AI-powered robots and autonomous machines could reach a trillion dollars by 2035, significantly larger than its current size. They highlight autonomous vehicles, drones, and humanoid robots as key growth areas. The report emphasizes advancements in robotics and physical AI, marking a shift from digital AI. Analysts identify nearly 200 public companies involved in this sector, including automakers and tech firms like Nvidia and Tesla. The report notes that companies like Amazon are already leveraging robotics extensively in logistics and retail operations. ## BY 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 said The 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. Autonomous vehicles, which are already relatively advanced, will lead the way, followed by drones and then more complicated general-purpose humanoid robots, the analysts wrote in a report on Tuesday titled “The Decade of the Robot.” “Advances in brains, brawn and batteries are pushing AI-enabled robotics to an inflection point, setting the investment agenda for the next decade,” wrote the team led by Zornitsa Todorova, head of thematic fixed-income research at Barclays. The development of robotics and other real-world, “physical AI” marks a paradigm shift from digital-focused AI, one that lays the foundation for a “value chain” that will be more diverse and deeper than the first wave of AI products, they said. While China currently dominates humanoid and industrial robot deployment, the Barclays analysts identified close to 200 public issuers that could be involved in the theme over the next decade, including 100 with at least one corporate bond outstanding. “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. The team highlighted the software and hardware underpinning the technology, including semiconductor and infrastructure providers such as Taiwan Semiconductor Manufacturing Co (台積電), Samsung Electronics Co and Nvidia Corp. They also flag “robotic hardware and motion systems that perform physical tasks,” along with batteries, which “provide the energy backbone for these platforms,” citing Chinese manufacturers like EVE Energy Co (億緯鋰能) and Contemporary Amperex Technology Co (寧德時代). The Barclays analysts also point to a group they call enablers, which are companies that either build full robots, like Tesla, or “shape the broader ecosystem” by developing technology, like Amazon.com Inc. A shift toward physical AI is already showing in large-scale logistics and retail operations at companies such as Amazon and Walmart Inc. 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.” ### Related Stocks - [AMZZ.US - GraniteShares 2x Long AMZN Daily ETF](https://longbridge.com/en/quote/AMZZ.US.md) - [AMZU.US - Direxion Daily AMZN Bull 2X Shares](https://longbridge.com/en/quote/AMZU.US.md) - [TSL.US - GraniteShares 1.25 Long TSLA Daily ETF](https://longbridge.com/en/quote/TSL.US.md) - [TSLT.US - T-Rex 2X Long Tesla Daily Target ETF](https://longbridge.com/en/quote/TSLT.US.md) - [TSLL.US - Direxion Daily TSLA Bull 2X Shares](https://longbridge.com/en/quote/TSLL.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | AI rewrites the economics of Amazon's cloud-consulting business | AI rewrites the economics of Amazon's cloud-consulting business | [Link](https://longbridge.com/en/news/277020798.md) | | Amazon to Invest $39.8 Billion in Spain for AI, Cloud and Data Center Expansion | Amazon to Invest $39.8 Billion in Spain for AI, Cloud and Data Center Expansion | [Link](https://longbridge.com/en/news/277464303.md) | | Baidu loses $11B in value as AI hype meets reality | Baidu's market value plummeted by $11 billion following a nearly 20% drop in stock price, driven by weak core revenue an | [Link](https://longbridge.com/en/news/277007283.md) | | Key facts: Amazon to invest $200B in AI; partners with OpenAI; cuts 16K jobs | Amazon is set to invest $200 billion in AI by 2026, focusing on its Trainium and Inferentia processors to reduce costs a | [Link](https://longbridge.com/en/news/277243925.md) | | NTUC proposes triple-action plan to shield entry-level jobs from AI | The National Trades Union Congress (NTUC) has proposed a triple-action plan to protect entry-level jobs from AI's impact | [Link](https://longbridge.com/en/news/276978692.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.