Expert Insights on Navigating the Tech-Driven ‘Physical AI’ Up-Cycle

Published on January 31, 2026

VettaFi recently sat down with Morten Paulsen, head of research for robotics & machinery at CLSA, to discuss the transition of physical AI into a tech-driven industrial up-cycle. Paulsen projects that persistent U.S. labor shortages will drive domestic robot shipments toward a historical high of 40,000 units in 2026.

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