Robotics Could Be the Next AI Infrastructure Trade - Here’s How We’re Playing It

LG Doucet and portfolio manager Melvin examine why robotics forecasts are rising as AI models, processors, sensors, batteries and simulation tools improve together. They also explain what separates flexible humanoids from traditional industrial robots—and why real-world factory deployments are essential for training reliable physical AI.

The investment case extends beyond picking the eventual winning robot maker. Melvin maps opportunities across semiconductors, memory, actuators, fleet software and computing infrastructure, arguing that suppliers may offer broader exposure as hardware costs decline and deployments scale.

The discussion also addresses the risks: physical AI failures carry real consequences, commercialization timelines remain uncertain and many early manufacturers may not survive. The practical takeaway is to track supply-chain bottlenecks, valuations and diversified robotics exposure rather than assume today’s most visible company will dominate.