물리적 AI 인프라 시장은 2025년 142억 달러에서 2030년까지 3,272억 달러로 확대될 것으로 전망된다.
Released in Austin, United States on September 4, 2026, this press release outlines the expansion of the Physical AI Infrastructure Market, which is forecasted to grow at a compound annual growth rate of 36.91 percent from 2026 to 2035. Growth is primarily fueled by the integration of artificial intelligence systems into physical environments where they directly interact with machinery, infrastructure, and real-world settings. Expanding applications in robotics, autonomous vehicles, smart factories, industrial automation, and edge AI devices are driving demand for advanced computing, sensing, networking, simulation, and real-time processing capabilities. Significant capital is also flowing into graphics processing units, AI acceleration, computer vision, embodied AI, and low-latency edge systems.
Key market indicators highlight that compute infrastructure holds approximately 35 percent of the market share, while cloud deployment accounts for roughly 48 percent. Industrial automation represents the leading application at 19 percent, technology companies dominate the end-user segment with 24 percent, and North America commands the largest regional share at 37 percent. The Asia-Pacific region is identified as the fastest-growing market. Within specific segments, compute infrastructure supports critical functions like model training, inference, and autonomous decision-making, whereas simulation infrastructure is the fastest-growing category at a 38.68 percent CAGR. The cloud model continues to lead due to scalable computing, flexible GPU allocation, centralized development environments, and cost-effective simulation capabilities, maintaining a 37.43 percent CAGR through 2035. In applications, humanoid robotics is expanding most rapidly at a 40.63 percent CAGR, driven by advances in AI, computer vision, sensors, and autonomous reasoning. Among end-users, robotic companies are the fastest-growing segment at a 39.24 percent CAGR, supported by heavy investments in AI computing, autonomous systems, and platform development.
Regionally, North America maintains its leadership with substantial investments in robotics, autonomy, AI computing, edge infrastructure, and advanced manufacturing, alongside a strong presence of industry leaders and robust research initiatives. The United States market alone was valued at USD 4.85 Billion in 2025 and is projected to reach USD 111.04 Billion by 2035, growing at a 36.83 percent CAGR. Europe holds approximately 28 percent of the global market, generating USD 3.98 Billion in 2025, and is expected to grow at a 35.0 percent CAGR to reach USD 79.91 Billion by 2035, bolstered by existing automotive and manufacturing bases, Industry 4.0 strategies, smart factory adoption, and edge AI implementation. The Asia-Pacific region will experience the highest regional growth at an estimated 38.56 percent CAGR, propelled by rapid industrial automation, increased robotics usage, smart factory development, and targeted government digitalization initiatives across China, Japan, South Korea, and India.
The competitive landscape features major technology and industrial firms including NVIDIA Corporation, Microsoft Corporation, Amazon Web Services Inc., Google LLC, Oracle Corporation, IBM Corporation, Dell Technologies Inc., Hewlett Packard Enterprise Company, Figure AI Inc., Tesla Inc., Agility Robotics, Apptronik Inc., Sanctuary AI, Siemens AG, ABB Ltd., Rockwell Automation Inc., Schneider Electric SE, Dassault Systèmes SE, FANUC Corporation, and KUKA AG. Notable 2026 developments include NVIDIA expanding its physical AI infrastructure portfolio with Cosmos, Isaac, GR00T, and OSMO technologies to support large-scale robot training, simulation, reasoning, and deployment. Additionally, Amazon Web Services and NVIDIA announced plans to deploy two million additional NVIDIA GPUs across AWS infrastructure to enhance AI computing, networking, and factory capacity for agentic and physical AI workloads.
The accompanying research report provides specialized metrics across six exclusive sections covering compute and AI accelerator infrastructure, simulation and digital twin infrastructure, robotics and autonomous system deployment, edge AI and low-latency computing, industrial automation and smart factory modernization, and competitive landscape expansion. Interested parties can request a PDF sample at https://www.snsinsider.com/sample-request/10935, inquire about customizations at https://www.snsinsider.com/enquiry/10935, or purchase the full report at https://www.snsinsider.com/checkout/10935. Related publications cover the broader Physical AI, AI Infrastructure, Embodied AI, and AI Server markets through 2035.