The post argues that the robotics sector is poised for explosive growth, citing a16z data
The post argues that the robotics sector is poised for explosive growth, citing a16z data on rising deal counts and investment amounts. The author suggests that existing AI data center supply chains overlap with humanoid robotics needs (e.g., memory chips, lasers), and expects a wave of pure-play humanoid/robotics IPOs from H2 2025 into 2027.
“Robotics is next. Both deal count and investment amounts are skyrocketing per pitchbook March data (source: a16z) Good thing is: the same AI DC exposure often has cross-exposure to humanoid ramp. Like DRAM/NAND with memory (on humanoid inference/storage) or DFB lasers with photonics (FMCW LiDAR vision/sensing). Right now most exposure is upstream component parts… or programs within large players like $AMZN or $TSLA. So global IPO season H2 into 2027 for pure play humanoids/robotics companies is going to be fun.”Original post：X / @aleabitoreddit ↗