Robots Need a Network
Charlie Madden@charliemadden
−9.9%
since Oct 2
The idea
I believe embodied AI is the next computing platform, and every robot, drone, and autonomous machine operating beyond cell coverage becomes a connectivity customer. A body without a network is just a paperweight, so this basket owns the full stack: the satellite network at the core, the robot and drone makers creating the demand, the ground terminals linking machines to satellites, and the edge chips and sensors inside every device.
What it owns
- Robots working on farms, oceans and battlefields need networks that reach beyond cell towers, and satellite operators are building the infrastructure to connect them. · Space Exploration Technologies Corp.It is building the only satellite network designed to reach farms, mines and battlefields where robots will work, and the profitability of its satellite division funds the rockets that launch the rest of the stack., Rocket Lab USA, Inc.It launches rockets and builds satellites, forming the second pillar of satellite network buildout as constellations expand to reach machines in remote locations., Iridium Communications Inc.It already connects remote machines by satellite today, proving that machines will pay for connectivity across agriculture, shipping and defense applications., AST SpaceMobile, Inc.It connects ordinary devices directly to satellites without special terminals, offering the simplest path to linking robots and machines in the field.28%
- Humanoid robots, warehouse systems and expendable drones are the machines that will drive demand for remote connectivity across industries and militaries. · Tesla, Inc.Its humanoid robot program aims to ship embodied AI at scale, and each machine operating beyond cell coverage becomes a future satellite connectivity customer., Symbotic Inc.It deploys robot fleets inside warehouses now, converting logistics and embodied AI from research into systems that generate real revenue., AeroVironment, Inc.It builds expendable drones already flying in combat zones, demonstrating that militaries will purchase machines they expect to lose as attritable robot demand grows., Teradyne, Inc.It owns the largest maker of collaborative robot arms, providing direct exposure to the adoption of factory-floor automation across plants worldwide., Kratos Defense & Security SolutionsIt builds unmanned jets and robot bodies designed for battlefields where cellular networks do not exist, creating machines that require satellite connectivity.26%
- A robot without onboard processing and sensors is just dead weight, so the chips and vision systems that let machines think and see locally capture the same growth wave. · NVIDIA CorporationIt makes the chips and software that serve as the brains inside robots, from initial training through the onboard computers that let machines think independently., QUALCOMM IncorporatedIt pairs edge AI chips with the modems that connect machines to networks, combining the brain and the antenna in a single company., Ambarella, Inc.It makes the vision chips that let machines see and decide independently, enabling robots to operate without relying on constant communication back to a center., ON Semiconductor CorporationIt makes the image sensors that act as the eyes of autonomous machines, with every robot body in this strategy requiring sensors for perception and safety., Ouster, Inc.It sells lidar sensors that let robots and vehicles map their surroundings, with growth tied directly to industrial and robotics adoption of autonomous systems.24%
- Every connected robot needs an antenna, terminal or radio to reach a satellite network, and these suppliers win regardless of which robot platform dominates. · Gilat Satellite Networks Ltd.It makes the ground terminals that link machines to satellite networks, serving as the bridge between robot bodies and the connectivity layer above them., Amphenol CorporationIt makes the antennas and connectors inside machines that talk to satellites, providing the physical infrastructure for every robot to reach a network., L3Harris Technologies, Inc.It builds the military radios that keep unmanned systems connected in combat zones, where connectivity for machines has already become a life-or-death capability.12%
- Cash10%