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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…

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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.”
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8 Comments

8 Comments

  1. @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.

  2. @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?

  3. @VPopkins

    February 17, 2026 at 3:27 pm

    Metaverse was to be a trillion dollar market by 2030

  4. @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.

  5. @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.

  6. @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.

  7. @6rantwon9

    February 17, 2026 at 6:31 pm

    0:54 Are there nonAutonomous vehicles that contribute to physical-AI grwoth?

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Stripe announced several new AI tools Wednesday, including a new partnership with Google, aimed at building AI tools for payments and commerce. Stripe President and co-founder John Collison discusses the company’s AI strategy with Bloomberg Tech’s Ed Ludlow.
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Bloomberg’s Caroline Hyde and Ed Ludlow discuss expectations for big tech earnings as investors prepare for Microsoft, Meta, Google, and Amazon to report earnings after the market closes. Plus, SoFi CEO Anthony Noto discusses investors’ reaction to the financial services company’s earnings as its shares fall. And, Elon Musk continues testifying in his suit against OpenAI over the startup’s pivot from a charity to a for-profit business.
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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