AI has had its run, but physical AI is starting to show up in the real world.
Some areas to watch:
$Roundhill Humanoid Robotics ETF(HUMN)$ - a play on humanoid robotics.
$Tesla Motors(TSLA)$ - with robotaxi and Optimus, though execution risk is high.
Harmonic Drive - Japanese precision gears, a key component for robot joints.
Rainbow Robotics - backed by Samsung, early-stage in humanoids, positioned strategically.
$Qualcomm(QCOM)$ - Snapdragon chips powering edge AI and robotics.
$NVIDIA(NVDA)$ - the GPU leader, with the Isaac platform as a standard for robot training.
XPENG - building humanoid robots as well, facing heavy competition.
$Ouster Inc.(OUST)$ - lidar sensors, partnered with NVIDIA's Rev8 OS.
This looks more like the infrastructure layer for physical AI adoption, not just hype.
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