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Key Points
The robotics market is projected to reach between $190 billion and $400 billion by 2035, driven by advancements in artificial intelligence that reduce integration costs and enhance operational efficiency. Advanced AI capabilities enable robots to perform unstructured tasks, catalyzing real-world deployments beyond traditional applications.
Three major companies positioned to capitalize on this burgeoning market include Amazon, which surpassed one million robots in 2025 and improved logistics efficiency; Tesla, which is developing its humanoid robot Optimus primarily for internal enhancements; and Symbotic, a warehouse automation platform that reported $592 million in revenue for Q3 2025 and has a $22.4 billion backlog.
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