Cathie Wood, the founder and CEO of Ark Invest, believes humanoid robots could be the biggest opportunity yet in AI. Speaking with CNBC at the Future Investment Initiative in Riyadh, she said machines that look and move like people could reshape how both consumers and companies use AI in daily life.
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She explained that these robots, built to mirror human size and movement, will have roles across sectors such as transportation, healthcare, and personal assistance. Wood said investors have focused on software-based AI for years, but she expects the next phase to happen in the physical world. According to Wood, the ability of AI to act in real environments could make humanoid robots one of the most valuable technologies to emerge from the current AI wave.
Tesla’s Role and the ARK AI Portfolio
Tesla Inc. (TSLA) already plays a leading part in that idea. Its Optimus robot, shown in July at the World AI Conference in Shanghai, is one of the most advanced examples of this type of technology. Chief Executive Elon Musk said the Optimus robots could one day make up about 80% of Tesla’s total value. However, China’s own robotics companies, such as Unitree, are gaining global attention as well, with cheaper, more affordable humanoids.
Ark Invest’s AI & Robotics UCITS ETF currently holds Tesla as its top position at about 9.16%. Palantir Technologies (PLTR) follows at 7.02%, and Advanced Micro Devices (AMD) is next at 6.14%. Together, these firms represent Ark’s view that AI will extend from digital systems to real-world automation.
Productivity and Long-Term Value
Wood also spoke about how AI is already helping people and businesses work more efficiently. She said the next challenge for large companies will be to reorganize around the technology to unlock its full potential. She pointed to Palantir as a company that could help enterprises make that shift.
At the same time, she said consumers have quickly embraced AI tools that make daily life easier, from online shopping help to faster research. However, Wood cautioned that while AI-related stocks have seen strong gains, valuations could face a short-term reality check. She added that the long-term outlook still looks strong, as AI continues to improve and spread across more industries.
For now, Wood remains confident that the combination of robotics and AI could bring a new wave of productivity and growth in the years ahead.
Using TipRanks’ Comparison Tool, we’ve lined up and compared all three companies mentioned in the piece, alongside two other publicly traded companies in the robotics sector.
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