Robotics Stocks Surge as AI and Automation Demand Accelerates
Nvidia's dominance in AI chips for robotics remains unchallenged, with its Jetson platform and Isaac software suite now integral to Tesla's Optimus robots and GM's automated production lines. Analysts project a 32% upside for NVDA shares, citing its pivotal role in AI infrastructure.
Teradyne's cobot division thrives amid labor shortages, while semiconductor testing revenue grows in lockstep with AI compute demand. The company forecasts low-20% revenue growth for 2025 as factories prioritize automation.
Tesla's robotics ambitions now rival its EV focus, with Optimus prototypes demonstrating warehouse applications and Full Self-Driving technology evolving into broader automation solutions. UiPath's $411 million quarter underscores enterprise appetite for process automation, while iRobot struggles with post-acquisition uncertainty and declining sales.
