When the CEO of NVIDIA talks, folks hear. Jensen Huang says the three areas of robotics to observe are humanoids, autonomous vehicles, and agentic AI (it’s really software program, not {hardware}). As for autonomous vehicles, they’re simply beginning to emerge, whereas investing in humanoids isn’t accessible to retail buyers proper now. Within the meantime, different robotics themes to observe embrace surgical robotics and warehouse automation which each supply quite a few methods for retail buyers to get publicity.
We invested in AutoStore (AUTO OL) as a pure-play approach to get publicity to the latter – what’s been described as a $100 billion alternative. Sadly, development hasn’t matched that story these days with 2024 revenues declining 4% year-over-year. Quarterly revenues paint an excellent worse image.
With administration now not offering steerage, we’re left questioning what lies forward for a corporation that now not seems to be rising.
What’s Happening With Warehouse Robotics?
A current thought piece by McKinsey poses some actually good questions.
The expertise is mature, the promised advantages are vital, but solely about 20 p.c of warehouses in North America have a
