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Stock impact report

AI's Next Frontier Is Physical As Humanoid Robots Begin March On Assembly Lines And Beyond [zero hedge]

Rockwell Automation, Inc. (ROK) 
Last rockwell automation, inc. earnings: 4/28 07:02 am Check Earnings Report
Company Research Source: zero hedge
AI's Next Frontier Is Physical As Humanoid Robots Begin March On Assembly Lines And Beyond Humanoid robotics is transitioning from prototype to production by late 2026 and into 2027. The market, currently valued at roughly $3 billion, is projected to expand to $40 billion under Barclays' base-case outlook, with upside scenarios reaching $200 billion as physical AI scales across labor-intensive sectors. In one of the latest Barclays Eagle Eye newsletters, the firm's internal thematic research for clients highlighted humanoid robotics, with several examples of these bots moving past pilot programs to industrial production lines. The research note stated: Industrial robots have been part of growing automation for half a century, welding car parts, sorting mail, moving packages in warehouses and even flipping burgers in recent years. However, they have been limited in mobility and confined to a narrow set of tasks because they lacked one critical skill: understanding context. For example, Show less Read more
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