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The Next Phase of Artificial Intelligence, the Physical AI Universe and Stocks
Pure physical AI / perception:
$OUST: the 3D lidar eye of the physical world
$AMBA: the camera based AI vision brain
$LSCC: the low power edge FPGA brain
$CGNX: the eye of industrial machine vision and quality control
$ZBRA: logistics, warehouse, and industrial machine vision automation
$AEVA: FMCW based 4D lidar and velocity sensing layer
$ARBE: radar perception of autonomous systems with 4D imaging radar
$MVIS: lidar, perception, and sensor fusion player
Robotics application / embodied AI:
$SYM: AI driven warehouse robotics automation
$TER: cobot and autonomous mobile robot platform
$PDYN: embodied AI / edge autonomy software for robots and drones
$RR: service robotics application for restaurants, hotels, and commercial spaces
$ISRG: leader in robotic surgery and precision physical automation
$AUR: autonomous trucking and autonomous driving software platform
$MBLY: ADAS, autonomous driving, and camera based perception brain
Infrastructure and pick and shovel:
$PENG: AI factory / HPC infrastructure provider
$ADI: sensor, motion control, and analog physical AI infrastructure
$NXPI: industrial edge AI and embedded processor infrastructure
$QCOM: robotics, edge AI compute, and connectivity brain
$ROK: factory automation, industrial control, and physical AI integration platform