巴克莱:预计物理AI有望成长为万亿美元市场
Xin Lang Cai Jing·2026-02-18 14:14

Core Insights - The market for AI-driven robotics and autonomous machines is expected to surge to a trillion-dollar scale by 2035 according to Barclays' analyst team [1] Group 1: Market Growth and Trends - The report titled "The Decade of Robotics" highlights that the relatively mature technology of autonomous vehicles will lead the market, followed by drones and more complex general-purpose humanoid robots [1] - Advances in brain, body, and battery technologies are propelling AI-enabled robots towards a tipping point, setting investment directions for the next decade [1] Group 2: Shift in Paradigms - The development of robotics and other physical AI signifies a shift from a digital-centric paradigm, laying the foundation for a more diverse and deeper value chain compared to the first wave of AI products [1]

巴克莱:预计物理AI有望成长为万亿美元市场 - Reportify