Serenity: Robotics Will Be the Next Big Thing, AI Data Centers Will Benefit from the Surge in Humanoid Robot Volume

BlockBeats News, June 27th, Serenity's article stated that robotics would be the next key focus area. Referencing PitchBook's March data cited by a16z, the number of deals and the amount of investment in the robotics sector are both rapidly increasing. A more favorable point is that many AI data center-related exposures often also have humanoid robot volume-related exposures. For example, in the storage sector, DRAM and NAND can be used for humanoid robot inference and storage; in the photonics sector, DFB lasers can be used for FMCW LiDAR vision and perception.

Serenity stated that currently, most related exposures are still concentrated in upstream components or internal projects of large companies like Amazon and Tesla. It believes that the IPO season for global pure robotics or humanoid robotics companies from the second half of 2026 to 2027 will be worth watching.