If 2024 was the year of the AI agent, 2025 is proving to be the year of the robot. Three technological breakthroughs – vision transformers, synthetic data generation, and reinforcement learning – have converged to make physical AI commercially viable at scale.
This report examines the compelling economics driving mass adoption, from factory automation delivering 58% ROI to humanoids reaching cost parity with human labour by 2028. The Liontrust Global Innovation team also identify where value is migrating across the robotics stack and which companies, from full-stack players to component specialists, have the right to win in this transformative cycle.
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