The global robotics market is positioned for extraordinary expansion, with projections indicating it will approach $50 billion by 2025 before more than doubling to surpass $111 billion by 2030. This trajectory represents a robust 14% compound annual growth rate, signaling a period of intense technological advancement and commercial adoption.
Investment Vehicles for Technological Transformation
For investors seeking exposure to this dynamic sector, the iShares Future AI & Tech ETF (ARTY) offers a concentrated portfolio of companies poised to benefit from the artificial intelligence and robotics revolution. The fund maintains significant allocations to firms advancing generative AI, AI data and infrastructure, specialized software, and related services. A focused investment strategy is evident in the ETF’s composition, where the top ten holdings constitute a substantial portion of the fund’s total assets.
Key Market Drivers and Sector Momentum
Several powerful trends are fueling this growth. Mobile robots currently generate 50-60% of total market revenues, establishing themselves as the primary revenue driver. The integration of sophisticated AI technologies—including machine learning and computer vision—is equipping robots with advanced capabilities for autonomous operation. These enhancements are triggering transformative changes across multiple industries, from healthcare delivery to advanced manufacturing.
Recent sector dynamism finds explanation in monumental investment flows toward humanoid robotics. Figure AI has secured committed capital exceeding the $1 billion threshold, while UBTECH arranged a separate $1 billion financing round in September 2025 specifically dedicated to humanoid production. Simultaneously, technology leaders including Google DeepMind and Intrinsic are developing AI systems for multi-robot planning, a critical breakthrough that could enable widespread automation scalability.
Industry Consolidation Signals Maturation
A landmark $5.4 billion transaction announced in October 2025 further demonstrates the sector’s evolution. This deal, involving ABB’s agreement to sell its robotics division to SoftBank, highlights the accelerating convergence between traditional industrial automation and AI-powered robotics. The industry landscape is increasingly characterized by rapid technological innovation paired with strategic consolidation among major players.
Sustained investor interest in artificial intelligence and automation technologies continues to support the sector’s growth narrative. These themes are gaining prominence within broader market trends that favor digital transformation and increased automation adoption across the global economy.
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