Bloomberg Technology
Physical AI Could Be a Trillion Dollar Market by 2035
A new report from Barclays projects that in the next decade physical AI could grow to be a trillion-dollar market, with autonomous vehicles leading the way. Barclays Thematic FICC Research Team Director Zornitsa Todorova joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch the latest full…
Bloomberg Technology
Oura CMO Says Wearable Health Tracking Moving Beyond Checkups
Oura’s Chief Medical Officer suggests wearable tech could give people a continuous picture of their health, rather than relying on occasional doctor visits. Dr. Ricky Bloomfield says the constant stream of health data provided to users of wearables, like Oura’s smart rings, can improve health outcomes and influence behavior. He says the long-term goal is…
Bloomberg Technology
OpenAI’s $70B Run Rate Meets AI’s Infrastructure Challenge
loomberg’s Ed Ludlow breaks down OpenAI’s latest annualized revenue, expected to reach or exceed $70 billion by the end of the year. Plus, Oracle keeps several data centers on track by relying on truck deliveries of natural gas, and a conversation with Kleiner Perkins partner Ilya Fushman on the mega AI IPO pipeline and the…
Bloomberg Technology
Kleiner Perkins: AI’s Next Trillion-Dollar Companies Go Physical
Kleiner Perkins partner Ilya Fushman says AI is still in the early stages of reshaping the economy, with opportunities extending from frontier models like Anthropic to consumer agents, autonomous vehicles and robotics. He discusses why the firm sees physical AI as a potential source of the next trillion-dollar companies, the rapid growth of leading private…
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Oura CMO Says Wearable Health Tracking Moving Beyond Checkups
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@kup4ever
February 17, 2026 at 1:11 pm
COULD BE, won’t.
@Intinnent
February 17, 2026 at 3:16 pm
It will be the Industrial Revolution on steroids.
@bobmindyou
February 17, 2026 at 2:43 pm
could be by 2035? what about all the capex being spent now..wait until 2035 for that return based on speculation? investors should just bury their money right?
@VPopkins
February 17, 2026 at 3:27 pm
Metaverse was to be a trillion dollar market by 2030
@ham9187
February 17, 2026 at 3:37 pm
2035? lol! And that’s an upgrade from 100B?
These people need to keep up with actual trends. These estimates are comically low and too far into the future.
@Jnr-x97
February 17, 2026 at 5:16 pm
Main thing I’ve learned from all the comments about AI is that boomers are heavily invested in the stock market and denial is their main weapon.
@thomasrogers9146
February 17, 2026 at 5:45 pm
ITS ALL GOING TO BE ABOUT AI INDUSTRIAL APPLICATION NOT WHO HAS THE MOST ADVANCED AND EXPENSIVE CHIPS. AND CHINA IS LEADING IN AI INDUSTRIAL APPLICATION.
@6rantwon9
February 17, 2026 at 6:31 pm
0:54 Are there nonAutonomous vehicles that contribute to physical-AI grwoth?