BNP Paribas Analyst Predicts Rise of Humanoid Robots Through Physical AI

Published on May 19, 2026

Joy Zhang, the APAC Capital Goods Analyst at BNP Paribas, has recently shared insights on the evolution of physical AI. According to Zhang, this technology represents a significant shift from traditional applications, suggesting that humanoid robots may soon become a part of everyday life.

The discussion took a deeper dive during her appearance on Bloomberg’s The China Show. Zhang highlighted key players in the physical AI space, indicating which companies are positioned to thrive and which may struggle to keep pace with this transformative trend.

Industry experts are responding to her observations, noting that investments in physical AI could lead to unprecedented advancements in automation. As a result, companies and sectors that adopt this technology may gain a substantial competitive edge in the coming years.

Conversely, those slow to adapt could face serious consequences, including obsolescence. The potential for humanoid robots to enhance productivity and reshape the workforce adds both excitement and urgency to the ongoing dialogue about the future of AI.

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