Barclays has released the 71st edition of its Equity Gilt Study, outlining how humanoid robots and physical AI may affect labour markets, productivity and broader macroeconomic trends in the years ahead.

The report forecasts the humanoid robotics market could reach $200 billion by 2035 as adoption expands from manufacturing and logistics into healthcare, education and household services.

Key findings include:

• China could deploy up to 24 million humanoid robots by 2035, equal to around 4% of its workforce

• The US may reach 3.7 million humanoid units by 2035

• Robotics growth is expected to reduce labour shortages linked to ageing populations

• Analysts said markets may be underestimating the long-term wealth effects of physical AI

Barclays researchers said humanoid robots could increase productivity, lower production costs and alter future drivers of inflation and economic growth.

ℹ️ Barclays

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