Humanoid market could be $200B by 2035 (Barclays)
Exponential growth.Current humanoid market = ~$3B2035 base case = $40B2035 upside scenario = $200BMS assign a $5T TAM by 2050 also.Physical AI will be the next major investing theme.After the current software-driven AI investment driven by hyperscaler capex.It's still *very* early, but have been conducting deep research in the background for a few months now.Mainly around BOM analysis + value chain mapping. From things like wiring/thermal to gears/reducers to actuators and motors.Imo, the investing opportunity currently lies in Europe, not the US.Due to:- automotive heritage translating over to humanoids- smaller MC's relative to US- more pure-play humanoid suppliers relative to USAlong with China since they're leading on humanoid deployment currently.Will do an article(s) on this all at some point.It's just literally hundreds of companies to filter through to assess who the value chain winners will be.Very fun research though!
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