Investors bet humanoid robots will transform industry and homes over the next decade
Investors are increasingly optimistic about the potential of humanoid robots to revolutionize various industries and domestic environments over the next decade. A Barclays report highlights two waves of humanoid robot deployment, with the first focusing on manufacturing and logistics until 2030, followed by expansion into healthcare and education. China is leading the way in robotics innovation, significantly outpacing the United States in industrial robot installations.
- ▪Humanoid robots are expected to transform services-oriented roles as technology matures.
- ▪The first wave of humanoid robot deployment is projected to last until 2030, focusing on sectors like manufacturing and logistics.
- ▪China is the leading country in robotics, installing nearly 300,000 industrial robots compared to 34,000 in the United States.
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| Original publisher | CNBC — Tech |
| Canonical URL | https://www.cnbc.com/2026/06/03/humanoid-robots-trillion-dollar-ai-market.html |
| Publication time | Wed, 03 Jun 2026 05:00:01 GMT |
| Retrieval time | 2026-06-03T05:16:55.971Z |
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"But that said, there is a lot to be done and the technology is maturing really, really fast," she added."I think we are at the cusp of a transformation, we're just scratching the surface of what humanoid robots can do, and as the technology matures, as the models get better and faster at reacting to things in real time, I think we'll see a lot of applications in more services-oriented roles."The big opportunity in Western markets is going to be when physical AI reaches services-oriented roles, she added, which is where most of the economic growth in the West is generated.Barclays' report forecast two waves of humanoid deployment: the first is happening now and expected to last until 2030 in sectors like manufacturing, logistics, agriculture and construction, and the second after 2030…
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