Why AI Is the Engine Driving Robotics in 2026

Core Insights - The sentiment around robotics investments has shifted significantly, with 85% of financial advisors paying more attention to this sector in 2026 compared to previous years [1] - Artificial intelligence (AI) is recognized as a crucial factor in bridging the gap between cost and skill in the physical economy, which constitutes 80% of global GDP [1] - The integration of AI in robotics is unlocking a near-term opportunity valued at $25 trillion, with long-term potential reaching $100 trillion as robots evolve to build other robots [1] Robotics and AI Market Dynamics - The transition from research and development to commercial deployment of robotics is underway, with advancements in humanoids and autonomous vehicles [1] - Humanoid robots, such as Figure, are being deployed in industrial settings, with production expected to scale to 100,000 units per year by 2028 [1] - AI-driven navigation for autonomous vehicles is becoming a commercial reality, as demonstrated by Waymo's expansion in major U.S. cities [1] Investment Opportunities - The ROBO Global Artificial Intelligence ETF (THNQ) is designed to target the robotics and AI investment opportunity, focusing on enablers and application providers [1] - THNQ provides diversified exposure across subsectors, including semiconductors and cloud providers essential for real-world AI applications [1] - The ROBO Global Robotics and Automation Index ETF (ROBO) offers global exposure to the rapidly growing robotics and automation industry [1]