Davos 2026 AI Insights: Tech Titans Predict a World with More Robots Than Humans

The era of the 'robot-to-human majority' is on the horizon. As the World Economic Forum (WEF) concluded in Davos this week, 84 world leaders and 800 CEOs grappled with a future dominated by artificial intelligence. From the bursting—or lack—of an AI bubble to the imminent release of domestic humanoid robots, the insights from Davos 2026 have set a clear, albeit complex, trajectory for the global economy.

Davos 2026 AI Insights: Why Industry Leaders Dismiss the Bubble

Despite ongoing market skepticism, the world's most powerful financiers remain bullish. Larry Fink, CEO of BlackRock, stated he "sincerely believes" there is no bubble, characterizing the current growth as a "smooth exponential line." Fink emphasized that hundreds of billions of dollars in capital expenditure are still required to build the necessary infrastructure, which will ultimately drive global GDP.

Anthropic's Dario Amodei echoed this sentiment, noting that while media sentiment flips every 3 to 6 months, the underlying technology's progress has remained constant. However, Amodei warned of a "scary" trend: the potential for AI to be used for individualized surveillance and propaganda by autocratic regimes, calling for stricter chip export policies.

The Great Job Shift: Plumbers Over Ph.D.s?

Nvidia CEO Jensen Huang provided a surprising take on the labor market. He noted that AI is creating high-paying "tradecraft" roles, with salaries for electricians and steelworkers doubling in some regions. "You don't need a Ph.D. in computer science to make a great living anymore," Huang remarked, highlighting the massive infrastructure buildout as a primary job creator. Conversely, software engineers might soon find 90% of their coding work handled by AI, forcing a radical evolution of the profession.

Elon Musk’s 2027 Optimus Timeline

Elon Musk stole the spotlight by predicting that Tesla could begin selling Optimus humanoid robots to the general public by late 2027. Musk envisions a world where robots handle domestic chores and elderly care, solving demographic crises. To power this, SpaceX plans to launch solar-powered AI satellites to bypass the limited 4% annual growth rate of Earth's electrical grid.