该帖子认为机器人行业即将迎来爆发式增长，引用a16z关于交易数量和投资金额激增的数据。作者指出，现有AI数据中心供应链与人形机器人需求（如内存芯片、激光器）存在重叠，并预计2025
该帖子认为机器人行业即将迎来爆发式增长，引用a16z关于交易数量和投资金额激增的数据。作者指出，现有AI数据中心供应链与人形机器人需求（如内存芯片、激光器）存在重叠，并预计2025下半年至2027年将出现一波纯人形/机器人公司的IPO潮。
“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.”原帖：X / @aleabitoreddit ↗