With so much of the AI conversation still focused on chatbots, software, data centers, etc…curious how this sub feels about the growth potential around robotics (factory robots, autonomous vehicles, etc).

When you think about the growth of robotics, who actually captures the economic value?

• The companies building complete robots?
• The semiconductor and computing companies providing the processing power?
• The sensor and component manufacturers?
• Or the companies developing the AI models and software behind them?

Looking forward to hearing different perspectives!

Source: Referenced in the iShares Thematic Mid-Year Update. Data sourced by Barclays, “Impact Series 14: AI Gets Physical,” January 2026 and Bank of America, “AI left the chat! Physical AI Primer.” February 2026.