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…

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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

  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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