Kimihiko commented on a stock · Jan 4 10:03

Meeting with 3 leaders leading the rise of AI robotics 🧐

With the dawn of Robotics era, machines have gained the ability to act, perceive, and transform in ways that were once thought of as science fiction, bringing about significant changes. This is an unmissable "once in a lifetime" GAINIANBANKUAI, with 3 ways to play: $NVIDIA, $TSLA, $AMZN.

AI has already become a force bringing transformation to the entire industry, and is now rethinking the future of productivity by integrating with robotics. NVIDIA has emerged as a key backbone of AI robotics. With the Omniverse platform, a synthetic environment and Digital Twin digital playground, robots can be designed, tested, and optimized with unparalleled precision. Instead of directly competing in robot manufacturing, NVIDIA has chosen to cooperate and has built a network of partnerships to expand its ecosystem. Companies like Figure AI, which rely on NVIDIA's GPUs and simulation tools, demonstrate how this approach can turn possibilities into realities. NVIDIA's vision is clear ownership of the infrastructure enabling intelligent robotics rather than owning the robots.

In contrast, Tesla is following a more focused path like a laser. Their humanoid robot Optimus represents a bold ambition to create robots seamlessly integrated into environments designed by humans. Equipped with vision-based AI and polished through imitation learning, Optimus directly extends Tesla's FSD technology. While Tesla's strategy is narrower than NVIDIA's, focusing on factory labor and autonomous movement, it allows for honing expertise in robotics through actual applications.

Amazon quietly but persistently holds the power to revolutionize logistics through robotics. Over 10 years, Amazon has expanded its fleet from a modest 1,000 units in 2013 to an astonishing 0.75 million units today. These robots are not mere tools but a cornerstone of Amazon's operational strength, enabling them to deliver goods at a speed and cost that competitors cannot match. Amazon has built an efficiency fortress by integrating robotics and AI into every layer of its supply chain, where human labor is complemented, and in some cases surpassed, by the precision of machinery.

The stakes are enormous. Forecasts for the AI robotics market vary greatly, from a prediction that humanoid robots will reach $38 billion by 2035, to a bold estimate by ARK Invest that general-purpose robots will reach $24 trillion by the 2030s. The capabilities of NVIDIA to simulate entire factories in a virtual world, Tesla's focus on humanoid integration, and Amazon's logistical capabilities all converge at a significant milestone where tools for a robot-led future are no longer a dream but a reality here and now.

Who stands to benefit the most from this structural shift? NVIDIA's ecosystem-first approach offers an appealing mix of agility and scalability, maintaining cutting-edge research and development due to financial flexibility. Tesla's focus on humanoid robots also provides an attractive narrative, but emphasizes the significant risk layer of dependence on EV revenue. Often overlooked as a powerhouse in robotics, Amazon quietly dominates in a colossal moat that would take decades and billions of dollars for competitors to challenge.

NVIDIA, Tesla, and Amazon are not just adapting to the era of AI robotics - they are defining it. Each is preparing to lead the future where robots are not novelties but necessities in their own unique ways. Robots, once a distant dream, are now the foundation of tomorrow's economy. These three giants are not mere participants but architects of a new era of intelligent machines.