Serenity: The Robotics Track Is on the Verge of Explosion, with Capital and Transactions Both Accelerating

Odaily reported that "White-Haired Stock God" Serenity posted on platform X, stating that robots are becoming the next key direction for capital. According to PitchBook data from March (citing a16z's observations), both the number of transactions and the amount of investment in this field are showing a "steep upward" trend, indicating that funds are rapidly converging on the robotics track.

It is worth noting that there is currently a significant "cross-mapping" effect between AI infrastructure investment and the humanoid robot industry: many underlying investments related to AI data centers (DCs) are also providing crucial support for the large-scale deployment of humanoid robots. For example, the relationship between DRAM/NAND and storage/inference capabilities corresponds to the memory and real-time inference capabilities of robots; DFB lasers and photonics technology are directly linked to the application of FMCW LiDAR in robot vision and perception systems.

Currently, the market's main exposure is still concentrated in upstream components and the basic technology layer, as well as distributed within the internal projects of large tech companies, such as robot and automation initiatives within the ecosystems of Amazon and Tesla.

Looking ahead, as the technology chain gradually matures, pure humanoid robot and robot ontology companies are expected to welcome a global IPO window around 2027. The market generally anticipates that from H2 to 2027 may become an important cycle starting point for the securitization of independent robot assets.