Svmuu News: Serenity, known as the “White-Haired Stock Guru,” posted on X that robotics is becoming the next major focus for capital. According to March data from PitchBook (cited by a16z Insights), both the number of deals and the amount of investment in this sector are showing a “steep upward trend,” indicating that capital is rapidly flowing into the robotics sector.
It is worth noting that there is currently a significant “cross-mapping” effect between AI infrastructure investment and the humanoid robotics industry: many underlying investments related to AI data centers (DCs) are also providing critical support for the large-scale deployment of humanoid robots. For example, the relationship between DRAM/NAND and storage/inference capabilities corresponds to memory and real-time inference capabilities in robots; while DFB laser and photonics technologies are directly linked to the application of FMCW LiDAR in robotic vision and perception systems.
Currently, the market’s primary exposure remains concentrated in the upstream components and foundational technology layers, while also extending to internal projects at major tech companies—such as the robotics and automation initiatives within the ecosystems of Amazon and Tesla.
Looking ahead, as the technology chain gradually matures, pure humanoid robot and robot chassis companies are expected to enter a global IPO window around 2027. The market widely anticipates that the period from the second half of 2027 onward may mark the beginning of a significant cycle for the independent securitization of robotics assets.