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Physical AI is next.
$16.5 billion invested in robotics in a single quarter. Nearly 500 deals.
But here's what most people missed.
The same infrastructure powering AI data centers, memory chips, photonics, sensing hardware, is the exact same stack that powers humanoid robots.
You may already own exposure and not know it.
Amazon and Tesla are building this internally right now.
H2 2026 into 2027 is when pure play robotics companies start going public.
And there is one other company making huge strides.
IYKYK