For robotics, Kawasaki Heavy (7012) are a name to monitor:
They're partering with:$NVIDIA(NVDA.US): physical AI simulation$Microsoft(MSFT.US): agentic cloud layer$Analog Devices(ADI.US): edge sensing + powerFujitsu (6702): Japan compute + SIOn robotics, Jensen confirmed the robotics TAM expansion:"Within the next 5 years, physical AI + robotics segment is gonna grow incredibly fast."Which is confirmed when you look at $NVIDIA(NVDA.US)'s Physical AI TTM revenue:- $9B: up 50% from Feb- Physical AI is ~3% of the revenue mix, but is fastest growing rev lineNot done much research into KH, but will add to my ever-growing list of companies to look into.They're not pure-play though given they're also in things like aerospace/defence which drives their revenues rn. So kinda meh from a pure robotics perspective at just ~12% of total rev.May be interesting for some of you though.
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