Artificial Intelligence (AI) Robots Are a $38 Billion Market, According to Goldman Sachs. Here's How the "Magnificent Seven" Are Investing in the Technology.

Motley Fool04-25

Artificial intelligence (AI) robots have many applications in the labor market, as well as consumer and household environments. Some "Magnificent Seven" companies investing in robotics include ...

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Here's How the \"Magnificent Seven\" Are Investing in the Technology.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-25 20:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/04/25/artificial-intelligence-ai-robots-are-a-38-billion/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Artificial intelligence (AI) robots have many applications in the labor market, as well as consumer and household environments.\n\n\n\n\n\n\n\nSome \"Magnificent Seven\" companies investing in robotics include ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/04/25/artificial-intelligence-ai-robots-are-a-38-billion/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4511","symbol_name":"特斯拉概念","start_time":0,"source_url":"https://www.fool.com/investing/2024/04/25/artificial-intelligence-ai-robots-are-a-38-billion/","article_id":"2430120402","we_media_id":null,"thumbnails":["https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F773816%2Fgettyimages-83988169.jpg&op=resize&w=165&h=104"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2430120402","pubTimestamp":1714047600,"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"One area emerging as a popular theme in the AI space is robotics.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4511":"特斯拉概念","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4548":"巴美列捷福持仓","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4565":"NFT概念","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","BK4554":"元宇宙及AR概念","AI":"C3.ai, Inc.","BK4567":"ESG概念","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4555":"新能源车","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU2063271972.USD":"富兰克林创新领域基金","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4558":"双十一","LU0109392836.USD":"富兰克林科技股A","BK4220":"综合零售","BK4559":"巴菲特持仓","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4543":"AI","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","AMZN":"亚马逊","LU0821914370.USD":"贝莱德亚洲成长领袖A2","MSFT":"微软","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","09988":"阿里巴巴-SW","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4505":"高瓴资本持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4581":"高盛持仓","BK4504":"桥水持仓","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD"},"translate_title":"根据高盛的数据，人工智能（AI）机器人是一个380亿美元的市场。以下是“七巨头”如何投资这项技术。","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AI":1,"AMZN":0.9,"MSFT":0.9,"TSLL":0.72,"09988":0.6},"content_text":"Artificial intelligence (AI) robots have many applications in the labor market, as well as consumer and household environments.\n\n\n\n\n\n\n\nSome \"Magnificent Seven\" companies investing in robotics include Amazon, Nvidia, Tesla, and Microsoft.\n\nRobotics is an emerging trend in the artificial intelligence (AI) landscape. Technology companies are leveraging robotics to enhance operations related to warehouse logistics, manufacturing, and more.Earlier this year, investment bank Goldman Sachs published a report in which it forecast the addressable market for humanoid robots reaching $38 billion by 2035. The interesting part? A year prior, Goldman had initially forecast a market size of $6 billion.As breakthroughs in AI continue at a fast pace, it's not entirely surprising to see such a dramatic increase in projections for a growing market.Let's break down how businesses are integrating robotics into their operations and assess which opportunities may be best for investors looking for some exposure to this area of the AI realm.What are robotics used for?There are many different use cases for robotics. Some of the most common applications include robots in warehouses and fulfillment centers.However, many companies are aggressively pursuing the technology to disrupt the labor force. In the long run, some businesses believe that robotics can assist or even replace human workers in various settings.For example, humanoid robots can be trained to assist with mundane or administrative tasks such as household chores. These bots could also learn to perform more sophisticated jobs in potentially dangerous environments.Image source: Getty Images.What companies are investing in robotics?Two of the earliest pioneers of robotics are e-commerce specialists Alibaba and Amazon (AMZN -1.64%). Both companies leverage robotics in their warehouses. Essentially, complementing human labor with robots can lead to efficiencies in fulfillment centers. Given the volume of orders that Alibaba and Amazon digest on a daily basis, warehouse automation can lead to significant financial benefits at scale.Another company that is heavily investing in humanoid robotics is Tesla (TSLA 12.06%). The company has been open about its ambitions in robotics, and how the technology can enhance its manufacturing capabilities.The long-term plan is to implement Tesla's bots, dubbed Optimus, into the company's factories. Specifically, Tesla is looking to facilitate human workers along the assembly line for its vehicles. Given the use cases explored so far, it's clear that robotics could lead to a major paradigm shift in the labor market.Investors might be keen to know that Tesla is far from the only company investing in humanoid bots. Indeed, earlier this year Nvidia (NVDA -3.33%), Microsoft (MSFT 0.37%), Intel, and OpenAI each participated in a $675 million funding round for a robotics start-up, called Figure AI.Interestingly, this was not OpenAI's first investment in the humanoid robotics space. The ChatGPT developer is also an investor in Norway-based X1, which is developing android bots.Figure AI's mission is to integrate robotics across the $42 trillion labor market, including manual labor environments as well as households and even elder care.Is robotics a good opportunity for you?I think the most prudent way to acquire some exposure to AI robots is to invest in companies that are not overly reliant on the technology. In other words, I'd choose to invest in businesses that are already diversified -- and for whom robotics is simply one aspect of the growth roadmap.Nvidia, Microsoft, Tesla, and Amazon are all solid examples. In addition to e-commerce, Amazon has a gigantic cloud computing operation and a fast-growing advertising business. Nvidia is primarily a chip and data center business today, but the company is also making impressive strides in enterprise software.Moreover, Microsoft's ecosystem spans personal computing, cloud infrastructure, gaming, social media, and more. Lastly, Tesla is a leader in electric vehicles (EVs) and green energy services.I think each of those companies offers investors a variety of growth opportunities, many of which will touch AI in the long run. I see robotics as an intriguing aspect of the overall artificial intelligence narrative. However, the technology itself is still early in its development.While I think the long-term potential of robotics could be massive, it's still a relatively speculative investment. Instead, exploring opportunities in the broader AI space may be the optimal strategy to invest in robotics, while also gaining exposure to other growth areas beyond the technology.","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2430120402"}