Serenity: Robots may become the next trend, and the AI data center industry chain is expected to benefit simultaneously.

robot
Abstract generation in progress

Deep Tide TechFlow News, June 27 - Serenity stated in a post that robots are expected to become the next major investment theme. Citing PitchBook data referenced by Andreessen Horowitz (a16z), the firm noted that both the number of financing deals and investment amounts in the robotics sector have maintained rapid growth as of March this year.

Serenity pointed out that many AI data center industry chain companies also have exposure to humanoid robot-related businesses. For example, storage products such as DRAM and NAND can be used for robot inference and data storage, while photonics devices like DFB lasers can be applied to the visual perception systems of FMCW LiDAR. Therefore, there is a strong synergy between AI infrastructure and the robotics industry.

It believes that current investment opportunities are still mainly concentrated in upstream core component suppliers and the robotics projects of large tech companies such as Amazon and Tesla. Looking ahead, from the second half of 2026 to 2027, the global wave of IPOs by companies specializing in robots and humanoid robots is worth continuous attention.

View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pinned