Serenity: The robot will be the next big opportunity; AI data center exposure will also benefit, or at the same time will benefit from humanoid robots scaling up.

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BlockBeats News, June 27 – Serenity stated that robots will be the next major direction. It cited PitchBook data from March, referenced by a16z, showing that both the number of deals and investment amounts in the robotics sector are rapidly increasing. One favorable point is that many AI data center-related exposures often also have exposure related to the scaling of humanoid robots. For example, DRAM and NAND in the storage sector can be used for inference and storage in humanoid robots; DFB lasers in the photonics sector can be used for FMCW LiDAR vision and perception.

Serenity indicated that most current related exposures are still concentrated in upstream components, or in internal projects of large companies such as Amazon and Tesla. It believes that from the second half of 2026 to 2027, the global IPO season for pure robotics or humanoid robotics companies will be worth watching.

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