Jun. 28 at 2:56 PM
I’m not missing the robotics / physical AI bull run:
Compute, Chips & Memory (the “brain” layer):
$AMBA - edge AI vision SoCs powering real-time perception at the edge
$AMBQ - ultra-low-power edge silicon for always-on intelligence
$ATOM.X - semiconductor materials + IP layer enabling advanced chip architectures
$INDI - ADAS + automotive semis tied to autonomous driving rollout
$LSCC - low-power FPGAs used in flexible, real-time compute workloads
This is the decision-making layer of robotics - where perception turns into action.
Before robotics scales physically, compute efficiency and edge inference always scale first.
Still refining the basket, but this is where the “brains” of autonomy are being built.
