10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
@ShayBoloor:
1. $NVIDIA(NVDA)$ is the infrastructure layer for the robotics stack where ever humanoid robot from Tesla Optimus to Boston Dynamics Atlas train in Nvidia’s Isaac Sim virtual environment before ever taking a real step. 2. $Tesla Motors(TSLA)$ is the only company attempting humanoid robots at manufacturing scale with 1,000+ Optimus units already operating in factories & a long-term ~$25K target price. 3. $Alphabet(GOOGL)$ , $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ & $Baidu(BIDU)$ provide the foundation models that give rob