Rockwell Automation is a critical control-system supplier for AI data centers, as its Logix PLC platform displaces legacy building DDC systems for power and cooling management. Software & Control revenue rose 20% year over year with wider margins, and tiered fixed-discount contracts add pricing power. New orchestration software cut warehouse material-handling space by 50% in pilots. A $1B buyback and $275M of Q2 free cash flow show strong cash generation; index inclusion adds passive buying. … Show more

Robotics may be AI's next frontier, and the bigger opportunity may be everything that makes robots move, not just humanoids. Deploying millions of robots needs motors, sensors, vision, motion control and factory, warehouse and surgical automation. The picks and shovels include Amazon and Symbotic in warehouses, Teradyne, ABB and Fanuc in industrial robots, Rockwell, Honeywell and Parker Hannifin in automation and motion, Cognex, Ouster, Zebra, Intuitive Surgical, Serve and UiPath. x.com 

BlackBerry's QNX results signal accelerating R&D for smart factories and robots, a positive read-through for Rockwell Automation and Teradyne. QNX development license revenue hit an eight-quarter high, a leading indicator because engineers buy licenses before new cobots or controllers ship. CEO John Giamatteo cited growth from physical AI and industrial automation, and QNX demand rose 26%. Spending on certified, secure software points to resilient industrial tech capex. x.com 

TE Connectivity's mix is shifting toward AI and robotics, which makes its valuation look reasonable. AI-related revenue tripled to over $900M and Industrial Solutions grew 23.7% on automation and robotics demand, while FY2025 revenue rose 8.9% to $17.26B. It sells sensors and interconnects for humanoid robots and cobots, and $3.21B of adjusted free cash flow funds buybacks and the dividend. At 20.5x trailing earnings, a blended model puts fair value near $241, about 20% upside. x.com 

AI and robotics are about to improve Amazon's margins in a way the market is overlooking. x.com 

NVIDIA is cheap at 14.7x 2027 earnings with 69% consensus EPS growth, a next-year PEG of 0.21, and it can keep rising from all-time highs. The next wave is robotics and AI in the physical world, where NVIDIA will be the brain of the robots. x.com 

Zebra Technologies' tracking stack is essential to automated warehouses, and its latest results show enterprise automation capex accelerating rather than pausing. It makes the barcode scanners, RFID readers and machine vision that tell robots at companies like Amazon and GM where every item is. EPS rose 18% to $4.75 on 14% revenue growth to $1.495 billion despite macro uncertainty. At 12.5x forward earnings it is cheap, and if Q2 confirms the trend it could reach $290-310 by year-end. x.com 

It is far too early to invest in robotics, and ETFs such as BOTZ and ROBO are marketing wrappers full of legacy industrial firms and unprofitable startups. Teradyne's robotics segment brought in only $89M and cut 400 jobs, while ABB is spinning off its 12%-margin robotics unit. Humanoids still cost over $200k versus the $50-75k needed for mass use, a level projected for 2050. AI infrastructure spending is crowding out robotics capex; the alpha lies in the AI supply chain. x.com  x.com