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Rand Group
@randgroup
Trading & Investing. Building @RR2Capital with over 220 early stage investments. Join my +39,000 traders community at
加入 May 2017
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One image that explains the next trillion dollar industry better than any analyst report. Building a humanoid robot requires an 8-layer supply chain most people have never thought about: Energy ($UUUU, $OKLO) → Chips ($TSM, $AMD, $NVDA, $ASML) → AI models ($GOOG, $TSLA) → Data centers ($CRWV, $IREN, $NBIS) → Servers ($DELL, $CLS, $CSCO) → Sensors ($ADI, $OUST, $CGNX) → Batteries ($QS, $ABAT) → Testing ($TER) The companies supplying AI infrastructure saw $318 billion in spending last year alone. That doubled from the year before. Now add the robotics demand on top. Tesla is converting its Fremont factory from cars to robots. Figure AI just helped BMW build 30,000+ vehicles with humanoid workers. The robots are here and the supply chain to build them is investable today.
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