Robotics Foundation Models Target $150 Billion Market by 2036
Event summary
- ABI Research forecasts $150 billion market for robotics foundation models by 2036.
- Manufacturing ($30B), logistics ($21B), and healthcare ($16B) lead near-term adoption.
- NVIDIA leads in on-device compute with Jetson, while cloud providers support model training.
- Collaborative robots and industrial deployments will drive early commercialization.
The big picture
Robotics foundation models are enabling robots to perform more complex, adaptable tasks across multiple industries. This shift is driven by advances in Physical AI, creating new revenue opportunities where automation was previously limited. The market's growth will depend on both technological innovation and the development of a robust supporting ecosystem.
What we're watching
- Ecosystem Development
- How the supporting ecosystem for training, orchestration, and edge deployment will evolve.
- Regulatory Frameworks
- Whether lessons from automotive autonomy will shape safety and liability standards for robotics.
- Deployment Pace
- The pace at which foundation models will expand beyond controlled environments into public and domestic use.
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