NeonForge

I live in a Cyberpunk world.

[Miles Deutscher @milesdeutscher]

The robotics trade could be the most asymmetric bet of the next decade.

Robotics company investments just smashed a new all-time high (~$16B and climbing).

These are the top robotics companies/tickers I'm watching for a 10x (nfa):

[RoboIndex @roboindexio]

Introducing Phantom.

@foundation_robo is building a robot for manufacturing, logistics, and defense.

Backed by $24M in Pentagon contracts + Eric Trump as strategy adviser, it’s a major defense-tech and political story.

Target: 50,000 units by 2027.

[Krypto Insider 💫 @KryptoInsider1]

Barclays sees the Physical AI market reaching up to $1.4 trillion by 2035.

▪️ Most people hear that and immediately think of robots, drones, and autonomous vehicles, basically the hardware side of it.

I keep coming back to the infrastructure underneath it though, the layer that actually lets machines understand and share the physical world around them.

▪️ That's what @Auki is building with their spatial perception layer, letting devices, robots, and AR systems figure out where they are, move around, and work together in the same physical space.

If Physical AI scales the way many expect, foundational infrastructure like Auki's could become one of the most valuable parts of the entire stack.

Source: Bloomberg Tech

[TechniaHQ | humanoid robots @techniahq]

Who builds the robot hand?

A dexterous robot hand is a full hardware stack.

The visible part is the hand.
The hard part is inside: tactile sensing, motors, gearboxes, control boards, wiring, firmware and full-hand integration.

Key suppliers across the robot hand stack:

➤ 1. Tactile sensors
These give the hand contact feedback, pressure data and grip awareness.

• PaXini
• Hanwei
• Keli Sensing
• GelSight
• XELA

➤ 2. Actuation
These companies provide the motors and motion systems that move the fingers.

• Maxon
• Faulhaber
• MOONS’
• Leadshine

➤ 3. Transmission
This layer turns motor output into precise finger motion.

• Harmonic Drive
• Nabtesco
• LeaderDrive
• Laifui Harmonic
• Wuzhou Xinchun

➤ 4. Control
Control electronics manage finger motion, sensor input and low-level hand coordination.

• Zhen Ding
• Mektec
• Leadshine
• Avary Holding
• Dongshan Precision

➤ 5. Integrated hands
These companies build complete robotic hand systems.

SHARPA
• Linkerbot
• PaXini
• AgiLink
• Xynova

WUJI
• Shadow Robot
• Wonik Allegro
• DLR
• Inspire Robots

Robot hands are becoming one of the most important bottlenecks in humanoid robotics.

Walking gets attention.
Manipulation decides whether the robot can work.

[TechniaHQ | humanoid robots @techniahq]

A humanoid robot is not built by one company.

Behind every robot body is a full supplier stack: AI chips, cameras, sensors, motors, joints, power electronics, batteries, magnets and rare earth materials.

The robot maker gets the spotlight.

The suppliers may capture the hidden value.

• AI brains
➝ NVIDIA
Jetson robotics compute, foundation models, GR00T ecosystem and GPU infrastructure.

➝ Qualcomm
Low-power edge compute for robots, perception and industrial AI devices.

• Sensors & perception
➝ Ouster
LiDAR for 3D mapping, navigation and obstacle detection.

➝ Cognex
Industrial vision systems used for inspection, recognition and machine vision.

➝ Allegro
Magnetic position sensors used inside motion systems and joints.

➝ VPG
Force sensing, strain gauges and measurement components.

• Edge AI inference
➝ Ambarella
Edge vision processors for robotics, automotive and real-time perception.

➝ CEVA
DSP and AI inference IP used in embedded devices.

➝ Lattice Semiconductor
Low-power FPGAs for sensor fusion, control and embedded robotics.

• Motors & motion
➝ Nidec
Electric motors used across robotics, automation and industrial motion.

➝ RBC Bearings
Bearings and precision components for mechanical movement.

➝ Regal Rexnord
Motors, drives and power transmission systems.

➝ AMETEK
Precision instruments, motion systems and control components.

• Joints & precision motion
➝ Harmonic Drive Systems 6324.T
Strain wave gears used in high-precision robot joints.

➝ THK 6481.T
Linear motion guides, bearings and ball screws.

➝ Allient
Integrated motion systems for compact automation.

• Power electronics & control
➝ Navitas
GaN power semiconductors.

➝ Texas Instruments
Motor control chips, MCUs and analog components.

➝ Wolfspeed
Silicon carbide power devices.

➝ Renesas
Microcontrollers and industrial control chips.

➝ Infineon
Automotive-grade power electronics.

➝ STMicroelectronics
Motor control, sensors and embedded chips.

➝ Monolithic Power Systems
DC-DC power modules and compact power systems.

➝ onsemi
Power management and sensing chips.

• Energy & rare earth materials
➝ EnerSys
Industrial batteries and stored energy systems.

➝ MP Materials
US rare earth and magnet supply chain exposure.

➝ USA Rare Earth
Magnet manufacturing and rare earth processing.

➝ Lynas Rare Earths
Major non-Chinese rare earth producer.

➝ Energy Fuels
Rare earth and uranium exposure.

Humanoid robots are a hardware stack.

The winners may include the companies inside the robot.

[Google Workspace @GoogleWorkspace]

With Google Vids, you can now create product demos by directing avatars to walk, talk, and interact with objects with just a text prompt. 🎥✨

Try it on desktop → https://t.co/jyqDppxo4K

[TechniaHQ | humanoid robots @techniahq]

China Robotics Startup Map 2026

➤ China Robotics:
• 2000+ robotics startups
➝ 50+ humanoid robot companies
➝ $13B+ funding from 2015 to 2025

‣ Humanoid robots
➝ Unitree
➝ AgiBot
➝ Fourier
➝ EngineAI

‣ Industrial robots
➝ Estun
➝ Efort
➝ Siasun

‣ Service robots
➝ Pudu
➝ Keenon
➝ OrionStar

‣ Core components
➝ Inovance
➝ Han’s Robot
➝ LEADOR

‣ AI and robot software
➝ Megvii
➝ RealAI
➝ DEEP Robotics

‣ Main hubs
➝ Beijing
➝ Shanghai
➝ Shenzhen
➝ Suzhou
➝ Hangzhou
➝ Dongguan

The important part is not only the humanoid body.

China is building the full robotics stack around it.

Hardware.
AI software.
Components.
Factories.
Supply chain.
Capital.
Pilot deployments.

That is where the real robotics race is moving.

[Zoox @zoox]

Welcome to Inside The Ride: a new series taking you behind the scenes at Zoox with Marc Wimmershoff, our VP of Autonomy. In episode one, Marc joins Co-Founder and CTO Jesse Levinson to talk all things building and scaling Zoox.

Watch the full episode: https://t.co/igSzTttNIq

[Futurist | 10x Disruptive Stocks @futurist_lens]

NVIDIA CEO Jensen Huang said the “ChatGPT moment for general robotics” is coming.

The biggest winners may not be the robot makers.

They may be the companies building what’s inside the robot.

Robotics ecosystem:

• AI Brains → $NVDA $QCOM
• Sensors & Perception → $OUST $CGNX $ALGM $VPG
• Edge AI Inference → $AMBA $CEVA $LSCC
• Motors & Motion → $NJDCY $RBC $RRX $AME
• Precision Joints → 6324.T 6481.T $ALNT
• Power Electronics → $NVTS $TXN $WOLF $RNECY $IFNNY $STM $MPWR $ON
• Energy & Rare Earths → $ENS $MP $USAR $LYSCF $UUUU

If you’re interested in Physical AI and robotics, I shared my top 5 robotics stocks and a deeper dive here:

https://t.co/2QLIbzo8Zi

[Milk Road AI @MilkRoadAI]

The humanoid robot market is projected to reach $7.5 trillion by 2050 and the real money is not in the companies assembling the robots (Save this).

It is in the components that every single robot on earth will need, regardless of which assembler wins.

Here are the companies that benefit from each layer.

Harmonic Drive Systems (HSYDF / 6324.T) controls roughly 85% of the global strain wave gear market, the compact, zero backlash gearboxes that go inside every robot joint requiring precision movement.

A single humanoid robot can use 20 to 40 of these gears and there is essentially no substitute at scale.

That is one of the most durable monopolies in any hardware supply chain right now.

Nabtesco (NCTKY / 6268.T) holds roughly 60% of the cycloidal reducer market, the heavy-duty version of the same type of gearbox used in the legs and load-bearing joints.

Its operating profit rose 60% year over year as humanoid and industrial robot orders surged.

Schaeffler AG (SFHLF) is rapidly becoming one of the most important actuator suppliers in this space, signing strategic partnerships with multiple humanoid robot makers to supply both strain wave and planetary gear actuators.

Schaeffler manufactures all components in-house, which gives it both margin control and supply chain reliability that competitors cannot easily replicate.

Nidec (NJDCY / 6594.T) is the world's largest electric motor company and is building out a full integrated 6-axis humanoid motion solution combining the motor, gearbox, and controller into a single unit.

At $2.6 trillion yen in annual revenue, it has the scale to be a dominant supplier as humanoid volumes ramp into the millions.

Ambarella (AMBA) is the edge AI chip company that processes the visual data directly on the robot, without needing a cloud connection.

Its CV7 chip, launched at CES 2026 on a 4nm process, is designed specifically for the multi-sensor perception workloads that humanoid vision systems require and it runs at a fraction of the power of conventional solutions.

Yaskawa Electric (YASKY / 6506.T) recently acquired Tokyo Robotics and saw its operating profit rise roughly 70% in its most recent fiscal year as it pivots aggressively toward the humanoid supply chain.

It is one of the few companies globally that can supply precision motion components at industrial scale already today.

The pattern across all of these names is the same.

They are not betting on one robot company winning but rather sell to all of them, they have structural supply constraints working in their favor and the volume ramp from 2027 onward will flow directly through their order books.

Milk Road is tracking every layer of the humanoid robot supply chain, from the memory inside the brain to the gears inside the joints and the companies positioned to win before the mainstream catches on.

Come join Milk Road Pro and get our full analysis every day using the link below!

[Vertiv @Vertiv]

Computex 2026 was Vertiv's stage for showing what factory-scale AI infrastructure looks like. Integrated, scalable, and built for density. Watch the Computex 2026 recap: https://t.co/G5eVyqwsim

#Computex2026 #AIInfrastructure #AIDataCenter #AIApplications

[Director Michael Kratsios @mkratsios47]

Today, @POTUS signed an Executive Order to accelerate U.S. innovation in quantum technologies and strengthen our national security.

The Trump Administration will execute an ambitious agenda:
➡️@ENERGY will develop the first quantum computer powerful enough for scientific discovery by 2028
➡️@DeptofWar @CommerceGov @NASA and @ENERGY will deploy quantum sensors and networks in the next 5 years
➡️@DOL and @NSF will expand quantum apprenticeships and workforce training
➡️@CommerceGov will strengthen domestic supply chains
➡️@FBI will bolster quantum research and IP security

Altogether, this national effort will initiate a new era of quantum commercialization capabilities here in America.

[Google Workspace @GoogleWorkspace]

Creating training videos at scale used to be a heavy lift. 🎬👤 Now Google Vids lets you design custom AI presenters that speak 24 languages.

Try it at no cost on desktop → https://t.co/jyqDppxo4K

[SciTech Era @SciTechera]

BIG ENERGY BREAKTHROUGH PROGRESS:

Bill Gates-backed TerraPower just took its next generation Natrium nuclear reactor to the UK.

Natrium combines a 345 MW sodium-cooled fast reactor with molten salt energy storage, allowing it to boost output to 500 MW when demand spikes.

Unlike traditional nuclear plants, Natrium can store energy and release it later. The system can deliver 500 MW of electricity for more than 5.5 hours using its integrated energy storage system.

TerraPower has launched TerraPower UK and entered Step 1 of the UK's GDA regulatory process, marking a major milestone for the technology.

Meanwhile, the first commercial Natrium plant is already under development in Kemmerer, Wyoming.

If successful, Natrium could help provide flexible, carbon-free power for future AI data centers, industry and renewable powered grids.

[Peter H. Diamandis, MD @PeterDiamandis]

https://t.co/OwO1PkHah0

[John Fitzgerald Kennedy Jr. @MrJohnJnr]

🚨 BREAKING: President Trump Reclassifies Marijuana To Schedule III – “I PROMISED COMMON SENSE. THAT’S EXACTLY WHAT I’M DOING.” [VIDEO]

🔥 In a bold move grounded in medical science and realism, President Trump has reclassified marijuana from Schedule I to Schedule III, placing it alongside codeine-based medications. The decision marks a major policy shift rooted in logic, not ideology.

🚨 A HISTORIC POLICY SHIFT BASED ON REALITY

[TechniaHQ | humanoid robots @techniahq]

Who’s Building With Whom in Humanoid Robots?

Notable deployments, pilots and AI stacksJune 2026 snapshotNodes scaled by revenue / company scale

CENTRAL ROBOT MAKERS

➤ Tesla$94.8B revenueOptimus internal developmentConnected only to Tesla Factories

➤ Figure AI$39B valuation$1B+ Series C$39B post-money

➤ Agility RoboticsPrivate

➤ ApptronikPrivate

➤ UBTECHRMB 2.0B revenue

➤ Boston DynamicsHyundai unit

➤ UnitreePrivate

CUSTOMERS / DEPLOYMENTS

➤ GXO$13.2B revenue100,000+ totes moved with Agility Robotics

➤ Toyota Motor Manufacturing CanadaCommercial deployment with Agility Robotics

➤ BMW€142B revenueFigure AI pilot / deployment at BMW Spartanburg90,000+ parts loaded30,000+ X3s1,250 hours

➤ Mercedes-Benz€132.2B revenueApollo in manufacturing with Apptronik

➤ Jabil$29.8B revenueCommercial manufacturing link with Apptronik

➤ AirbusCommercial aerospace link with UBTECH

➤ BYDReported Walker S1 / S2 use with UBTECH

➤ HyundaiBoston Dynamics ecosystem link

AI / COMPUTE

➤ HelixFigure AI stack

➤ NVIDIA$215.9B revenueAI / compute links across the humanoid ecosystem

➤ Google DeepMindGemini Robotics with ApptronikAI link with Boston Dynamics

➤ NVIDIA GR00T Reference RobotAI stack link with Unitree H2 Plus

MANUFACTURING / CAPITAL

➤ BotQFigure AI manufacturing

➤ Intel CapitalCapital link with Figure AI

➤ Qualcomm VenturesCapital link with Figure AI

➤ SchaefflerStrategic investor and planned deployment with Agility Robotics

➤ Research InstitutionsAI2ETHStanfordUCSDResearch ecosystem around Unitree

KEY CONNECTIONS

➤ Tesla connects only to Tesla FactoriesNo public Tesla partnership with Boston DynamicsNo Optimus link with Atlas

➤ Figure AI connects to BMW, NVIDIA, Helix, BotQ, Intel Capital and Qualcomm Ventures

➤ Agility Robotics connects to GXO, Toyota Motor Manufacturing Canada and Schaeffler

➤ Apptronik connects to Mercedes-Benz, Jabil, Google DeepMind and NVIDIA GR00T

➤ UBTECH connects to Airbus and BYD

➤ Boston Dynamics connects to Hyundai and Google DeepMind

➤ Unitree connects to NVIDIA GR00T Reference Robot and research institutions

This map shows the public humanoid-robot ecosystem as of June 2026.

The important correction: Tesla should not be linked to Boston Dynamics.Tesla is developing Optimus internally. Boston Dynamics is a competitor through Atlas, Hyundai and Google DeepMind.

NODES

➤ Orange = customers / deployments
➤ Purple = AI / compute
➤ Teal = manufacturing / capital
➤ White circles = robot makers

LINKS

➤ Solid black line = commercial deployment
➤ Dashed black line = pilot / testing
➤ Dotted purple line = AI stack / compute
➤ Dotted teal line = manufacturing / capital ties

[Google Cloud @googlecloud]

Audiomob uses Gemini Enterprise Agent Platform, BigQuery, GKE, and more to deliver AI-powered audio ad generation across 18 languages.

The results: 20% revenue uplift for developers, 5-7% higher CTR for advertisers, and over 90% listen-through rates for brands ↓

[NeonForge @1quickstitch]

@chromeunboxed It would be a better companion if Gemini had more personality.

[RoboStrategy @RoboStrategy]

Figure AI humanoids completed a logistics challenge running continuously for 200 hours without a single failure

The future is starting to feel very real