Much of the debate around artificial intelligence (AI) stocks in 2026 is focused on data centers. It makes sense because AI requires infrastructure. However, to accurately forecast AI demand, it’s important to consider where the technology is going.
One example is the smartphone, which seemingly changed the use case for the Internet overnight. A similar setup could occur in robotics as humanoid robots enter the conversation. Markets and Markets estimates the humanoid robot market at $5.41 billion in 2026. The firm projects the market to reach $50.27 billion by 2035, a compound annual growth rate (CAGR) of 28.1%.
