Peter Smith
⬤ Morgan Stanley just dropped a research roadmap showing how tech giants like Apple (NASDAQ: AAPL), Amazon (NASDAQ: AMZN), Google, and Meta (NASDAQ: META) are planning their jump from digital AI into physical robotics. The research calls "physical AI" the next multi-trillion-dollar opportunity, expecting robots and autonomous hardware to gradually work their way into homes and businesses everywhere.
⬤ The timeline starts with where we are now — the digital AI era that kicked off with chatbots between 2022 and 2024. Next up are wearable devices with cameras hitting the scene in 2025–2026. Around 2027–2028, we'll see moving robots like tabletop assistants and home companions. Then things get interesting: robots with working hands show up around 2029–2030, followed by humanoid robots rolling out between 2030 and 2035. After 2035, the forecast shows all kinds of robot designs — ground-based, aerial, you name it — serving both regular consumers and businesses.
⬤ This physical AI push comes as tech companies are already weaving AI into devices, automation systems, and robotics projects. Morgan Stanley's roadmap maps out how AI will shift from pure software into hardware with real autonomy over the next ten years. The multi-trillion-dollar projection suggests physical robotics and AI-powered machines could become a major growth driver for global tech leaders, working alongside their existing investments in cloud services, chips, and generative AI platforms.
Peter Smith
