“By around 2040 there will be roughly one billion AI-powered humanoid robots in operation and 100 trillion AI agents at work, with the AI-related market accounting for about 20% of combined global GDP (about 7 quadrillion yen); the center of labor will shift from humans to robots within the next decade or so.”
Said Jul 14, 2026Deadline Dec 31, 2040SoftBank World 2026 lecture, Tokyo, July 14, 2026 — Kyodo News / NHK (via SBS News)
In the same presentation Son said global AI infrastructure would require about $5 trillion of investment a year by 2040.