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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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Bloomberg Technology

Google, Blackstone to Create AI Cloud Firm

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Google’s decision to create an AI cloud business with Blackstone which will run on Google’s homegrown AI chips. Plus, the legal battle between Elon Musk and his OpenAI co-founders ends with a jury ruling that Musk waited too long to sue. And, Meta bets big on Louisiana for…

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Google’s decision to create an AI cloud business with Blackstone which will run on Google’s homegrown AI chips. Plus, the legal battle between Elon Musk and his OpenAI co-founders ends with a jury ruling that Musk waited too long to sue. And, Meta bets big on Louisiana for the world’s biggest AI facility, as it plans AI-related layoffs this week.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:02:00 – Mandeep Singh, Bloomberg Intelligence
00:04:34 – Marta Norton, Empower
00:09:19 – Madlin Mekelburg, Bloomberg News
00:11:02 – Dorothy Lund, Columbia Law School
00:16:15 – Parag Agrawal, Parallel CEO
00:26:32 – Riley Griffin, Bloomberg News
00:30:58 – Lori Beer, JPMorgan Global CIO
00:39:47 – Dan Wright, Armada CEO
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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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Creators Miss Out on AI Agentic Economy, Says Parallel CEO

Parallel, a web API purpose-built for AI, is launching ‘Index’, a new marketplace that pays publishers and data providers based on how much their content helps an AI agent complete a task. Parallel founder and CEO Parag Agrawal, also the former CEO of Twitter, joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like…

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Parallel, a web API purpose-built for AI, is launching ‘Index’, a new marketplace that pays publishers and data providers based on how much their content helps an AI agent complete a task. Parallel founder and CEO Parag Agrawal, also the former CEO of Twitter, joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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JPMorgan Global CIO Sees Productivity Opportunity with AI

JPMorgan Global Chief Information Officer Lori Beer sits down with Bloomberg Surveillance co-host Lisa Abramowicz to discuss the “rapidly accelerating” change of pace in AI over the past six months and how the company is navigating the use of AI agents in the bank’s workforce considering factors like task automation and security. ——– Like this…

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JPMorgan Global Chief Information Officer Lori Beer sits down with Bloomberg Surveillance co-host Lisa Abramowicz to discuss the “rapidly accelerating” change of pace in AI over the past six months and how the company is navigating the use of AI agents in the bank’s workforce considering factors like task automation and security.
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