Intelligence in Motion: The Rise of Robotics

Robotics marks a foundational shift in how industries perform physical work, blending mechanical systems with intelligent software to automate tasks once reserved for humans. As automation scales from factory floors to hospitals, farms, highways and defense systems, demand is accelerating in response to long-term shifts in labor availability, sustainability priorities and technological capability. The rapid evolution of robotics is no longer theoretical—it is now an investable reality. We estimate that the total addressable market (TAM) for robotics in 2025 was $107 billion and project it to grow to $711 billion in 2035, implying a compound annual growth rate (CAGR) of 21% (see Appendix). While estimates differ depending on how broadly or narrowly robotics is defined, this forecast illustrates the substantial long-term market growth potential and underscores the scale of opportunity for investors. Companies that integrate robotics into their operations are gaining competitive advantages through efficiency and scalable growth models. While deployment challenges and regulatory considerations remain, we believe robotics is positioned to become one of the most important enablers of economic transformation in the decades ahead.

To read the full thought piece, please use the link below.