10 WAYS ROBOTICS ARE BEING BUILT ACROSS INDUSTRIES

1. $NVDA The infrastructure layer for the robotics stack where humanoid robots from Optimus to Atlas can train in Nvidia’s Isaac Sim virtual environment before taking real steps
2. $PLTR & $ORCL Transform sensor data from robot teams into operational intelligence while $PANW & $CRWD protect the neural system of robots as the team expands & attack surfaces increase
3. $GOOGL, $MSFT, $META & $BIDU Provide foundational models that give robots reasoning, perception, & action capabilities
4. $ARM, $SNPS & $CDNS Design chips that power the robot brain while $TSM & $INTC Manufacture silicon & contribute both design & manufacturing capabilities for edge computing
5. $AMZN, $AAPL, $XPEV & $BABA Are building competitive robotics ecosystems across consumer applications, logistics & automation
6. $HON & $ROK Provide automation & industrial control systems integrating robots into existing factory infrastructure at scale
7. $MP Provide rare earth magnets that supply energy to motors & actuators throughout the robot supply chain
8. $QCOM Dragonwing chips with 5G & AI connectivity for robot coordination while $MBLY & $AMBA Provide vision silicon & computing for real-time perception
9. $ADI, $TXN, $ON, $STM & $OSS Operate closer to the physical edge of robotics, from analog signal conversion sensors, energy management & motor control to resilient AI computing systems that process real-time data
10. $TSLA The only company attempting to mass-produce humanoid robots with the first-generation Optimus production line being installed in Fremont.