Barclays sees humanoid robot market reaching $200 billion by 2035

• Barclays Research flagged humanoid robots as a key driver of a new automation cycle, extending AI from digital tasks into physical work across the real economy.
• The report projected the humanoid robot market at USD 200 billion by 2035, citing falling production costs and faster deployment.
• China was identified as the industry’s center of gravity, with 85% of humanoid deployments in 2025.
• Robots could fill up to 60% of China’s workforce gap from population aging by 2035, supporting growth and strengthening its strategic position in robotics.
• The analysis argued physical AI could lift productivity and expand the production frontier, raising equilibrium real rates and underpinning stronger long-term asset returns despite labor-market disruption.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Barclays plc published the original content used to generate this news brief on May 19, 2026, and is solely responsible for the information contained therein.