Serenity: Robots will be the next major trend, and AI data center exposure is also poised to benefit from the mass adoption of humanoid robots.
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In a post, Serenity stated that robotics will be the next key growth area. Citing March PitchBook data referenced by a16z, it reported that both deal volume and investment value in the robotics sector are rising rapidly. A positive factor is that many AI data center-related exposures often also have exposure to the scaling of humanoid robots. For example, DRAM and NAND in the storage space can be used for inference and storage in humanoid robots; DFB lasers in the photonics space are applied in FMCW LiDAR for vision and perception. Serenity noted that most related exposures are currently concentrated in upstream components or in-house projects of large firms including Amazon and Tesla. It believes that the global IPO season for pure-play robotics or humanoid robot companies will be worth watching from the second half of 2026 to 2027.
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