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Physical AI, Sun Yuchen's prediction of 7 major tracks🔥🔥🔥
Although Sun Yuchen's reputation is polarized, objectively speaking, his ability to catch the trend is indeed very accurate.

Ten years ago, he heavily invested in Nvidia, which increased by up to 270 times; last year, he foresaw the storage sector early, and the core companies generally rose dozens of times.

And now, he has directly committed 1 billion USD, fully betting on physical AI, and is confident: in the next three years, the biggest industry opportunity will definitely be physical AI.

Many people don't understand what physical AI really is; this article provides an introduction:

What is the latest physical AI proposed by Sun Yuchen

I have organized the 7 most implementable and explosive sub-tracks in the industry, which ordinary people can understand logically. I suggest saving and studying them slowly.

01 Humanoid Robots: The Most Core Super Track in the Future

Humanoid robots are intelligent robots that can replace humans in work.

The core principle is simple: AI brain + physical hardware body.

Currently, most leading domestic robot companies are not yet listed, so ordinary investors cannot participate. Therefore, market funds will prioritize flowing into upstream core component companies, which is also the most stable layout direction:

1. Motors: the "muscles" of the robot, responsible for all movements, a necessary core component

2. Reducers: the most technically barriered and critical core parts, highly scarce

3. Sensors: the robot's "eyes and ears," used to perceive and judge the surrounding environment

4. Lightweight structural parts: determine whether the robot is flexible enough and energy-efficient

5. High-end magnetic materials: the basic materials supporting stable robot operation

02 Intelligent Drones: The Easiest Low-Altitude Business for Ordinary People

Never treat drones as toys again.

They are the core carriers of the low-altitude economy, suitable for delivery, inspection, aerial photography, agriculture, and security.

Industry forecast: by 2026, the entire market size will surpass 200 billion, with very rapid growth.

Within the entire industry chain, the most valuable segments are:

1. Flight control system: the brain of the drone, with the highest technical threshold, very few listed companies truly mastering core technology

2. Power system: motors, ESCs, dedicated batteries, determining drone endurance and stability

3. Perception system: the drone's eyes, used for obstacle avoidance, positioning, and object recognition

4. Communication link: ensuring long-distance flight and no disconnection

03 Space Computing: The Foundation for AI to Understand the Real World

AI wants to work in the real world, the first step is not action, but understanding the environment.

Space computing means making machines see like humans:

Clear distances, recognize objects, perceive space, and build 3D scenes.

This is the prerequisite for all physical AI deployment, focusing on three core directions:

3D visual sensors, high-precision radar, laser mapping algorithms

All robots, autonomous driving, and smart devices rely on this technology.

04 Industrial Automation: The Necessary Upgrade for Manufacturing

Now all factories are upgrading to intelligent and unmanned production.

Industrial automation and robotics technology are highly interconnected, essential for cost reduction and efficiency improvement in manufacturing.

The core opportunities are concentrated in leading industrial control system companies, a stable and necessary evergreen track.

05 Energy: The Underlying Infrastructure of Physical AI

All physical AI devices (robots, drones, autonomous vehicles) require electricity and energy storage to operate. Without energy, all AI hardware is useless.

Mainly two major lines:

1. Green energy: solar, wind, hydro, nuclear power, providing low-cost electricity for smart devices

2. Energy storage: electrochemical storage, sodium batteries, liquid cooling storage. Especially liquid cooling heat dissipation, a high-potential sub-sector, essential for large AI equipment and data centers.

06 Storage: The Everlasting Need in the AI Era

Whether virtual AI or physical AI, the biggest consumption is data storage.

Physical AI requires real-time collection of images, spatial data, and motion data, with data volume exploding exponentially.

The core logic of this track: the strong get stronger, opportunities are concentrated in industry-leading giants, plus two unlisted top domestic storage companies worth long-term tracking.

07 Optical Communication: The Most Certain High-Growth Track in the Next Three Years

After the explosion of AI physical devices, the biggest problem is that data transmission cannot keep up.

Robots and autonomous vehicles need to process massive amounts of data every second, and traditional communication speeds are completely insufficient.

Therefore, high-speed optical modules, CPO, and high-end optical chips will see sustained high growth for more than three years.

Opportunities are concentrated in leading optical module companies and high-quality optical chip enterprises. #比特币回升5% #分享美股交易赢英伟达股票