Uploaded August 2026 | Updated September 2026, 2 weeks ago
Humanoid robots are capturing the headlines, but they're on track to represent just a sliver of physical AI's total value. The focus undersells the breadth of the physical AI opportunity and where competitive advantage is forming, in the software, data, and orchestration platforms that let autonomous systems learn from experience and scale, a layer that could reach $330 billion by 2035.
Join McKinsey senior partner Mark Patel and partner Ani Kelkar as they discuss how physical AI's economics differ from generative AI's and what business leaders should watch for as the market evolves.
Humanoid robots are capturing the headlines, but they're on track to represent just a sliver of physical AI's total value. The focus undersells the breadth of the physical AI opportunity and where competitive advantage is forming, in the software, data, and orchestration platforms that let autonomous systems learn from experience and scale, a layer that could reach $330 billion by 2035.
Join McKinsey senior partner Mark Patel and partner Ani Kelkar as they discuss how physical AI's economics differ from generative AI's and what business leaders should watch for as the market evolves.
