Investors have been looking at robotics companies for several decades. But artificial intelligence (AI) is taking robotics beyond basic automation by bringing more precision, flexibility, and adaptability into the sector.
Many investors are choosing to invest in AI infrastructure via hyperscalers (e.g., Meta Platforms, Microsoft) and semiconductor stocks, notably NVIDIA. However, investing in robotics stocks may provide exposure to the next wave of AI with companies that offer unique moats with large total addressable markets (TAMs).
