巴克莱Barclays：2026 AI实体化：AI驱动的人形机器人赋能未来劳动力研究报告（英文版）（23页）.pdf

1、AI GETSPHYSICALAI-powered humanoid robots are set to augment the workforce.IMPACT SERIES 143Barclays Impact Series 14:AI gets physicalForewordWelcome to the fourteenth Impact Series report from the Research team at Barclays,in which we examine a new frontier in Artificial Intelligence:AI-powered rob

2、ots in human form.Seismic shifts in technology are bringing both risk and opportunities,transforming globally important sectors from defence to healthcare,manufacturing and hospitality.14 January 2026 When I entered the labour force more than thirty years ago,the idea of a humanoid co-worker was the

3、 stuff of science fiction.Even just a few years ago,the most cutting-edge machines seemed clumsy and limited in utility.But rapid advances in three areas we call them the“three Bs”are now changing the picture.Robots“Brains”have been much improved by cognitive AI models.Lightweight Batteries can now

4、store much more power,more cheaply.Then comes the Brawn the mechanical systems that convert energy into motion,enabling precise steps,grips and twists.Humanoids could soon be taking on some of the tough,repetitive jobs that everyone needs,but few want to actually carry out.Such a transition could ea

5、se demographic headwinds in many developed countries that threaten growth and productivity,while reshaping cost structures in labour-intensive industries.Human beings,spared from the most mundane or physically demanding tasks,could focus on higher-value activities.This shift is unlikely to be unifor

6、m everywhere and will depend,for example,on demographics and economic need,particularly in developing countries.AI software has become deeply embedded in organisations,including our own,very quickly.It is a good time to consider what the next stage physical AI could mean for the future of work.We ho