May. 27 at 4:16 PM
Humanoid robots will be one of the biggest wealth creation waves of the next decade.
Many are waiting for Figure or Boston Dynamics to IPO at
$30–50B valuations, but most of the upside is usually captured before that.
Two companies stand out today, already in production with real customers.
$AMBA is the “brain”, an edge AI chip that processes vision in real time with millisecond latency, already used in autonomous driving and robotics.
$VPG is the “senses”, high precision force sensors that let robots measure grip, weight and slip risk, with orders from multiple humanoid developers and about
$400–500 content per robot.
Without
$AMBA, robots cannot think. Without
$VPG, they cannot feel.
The trend is already underway.
$AMBA $VPG