Julie Chang

Xtend markets some of its drones as, quote, low-cost-per-kill munitions.

The company said it has already secured a multimillion-dollar Pentagon contract.

And physical AI could become a trillion-dollar industry less than a decade from now.

That's according to Barclay's analysts.

In a note, they say the market, which includes humanoid robots, autonomous vehicles, industrial automation, and drones—

could reach between $0.5 to $1.4 trillion by 2035, depending on adoption.

Autonomous vehicles are expected to drive nearly half of the growth.

So far, China leads both robot deployment and industrial robot adoption.

According to the analysts, of the roughly 15,000 new humanoid robot installations in 2025,

China accounted for more than 85%.

Meanwhile, the U.S.

accounted for 13%.

That's it for your TMB Tech Minutes.

We'll have another quick tech update in the morning.

Here's your morning TNV Tech Minute for Tuesday, February 17th.

I'm Julie Chang for The Wall Street Journal.

Warner Bros.

Discovery will restart deal talks with Paramount, setting the stage for a potential bidding war with Netflix.

Last week, Paramount sweetened its nearly $78 billion all-cash hostile offer for all of Warner Discovery.

Warner said Paramount has indicated it would be willing to up its offer to $31 per Warner share from $30 if Warner would agree to engage in negotiations.