If you ask Nvidia's CEO what the next growth engine will be, his answer will be unequivocal: robotics.
Or as he calls it, "physical artificial intelligence".
Elon Musk says the same thing; that's why he believes Tesla's Optimus robot will be the biggest product in Tesla's history.
But as always,
The big beneficiaries are deep under the radar, in the supply chain...
We have compiled for you the leading companies in the robotics industry supply chain; here is the list:
Perception and sensing $AEVA - Aeva $ARBE - Arbe Robotics $CGNX - Cognex $OUST - Ouster $VPG - Vishay Precision $ZBRA - Zebra Technologies
Computation, chips, and memory - the brain
$AMBA - Ambarella $AMBQ - Ambiq Micro $ATOM - Atomera $INDI - indie Semiconductor $LSCC - Lattice Semiconductor
Movement, actuation, and precision - the body
$ALNT - Allient $KLIC - kulicke And Soffa $NOVT - Novanta
Autonomous navigation - movement
$AUR - Aurora Innovation $MBLY - Mobileye $TSLA - Tesla $XPEV - Xpeng
Deployment - field/service
$KITT - Nauticus Robotics $RR - Richtech Robotics $SERV - Serve Robotics $SYM - Symbotic
Surgical robotics - medicine
$ISRG - Intuitive Surgical
ETFs:
$BOT - private robotics companies $ROBO - holds companies across the entire product chain.