TechFlow News, June 27: Serenity stated in a post that robots are poised to become the next major investment theme. Citing PitchBook data referenced by Andreessen Horowitz (a16z), Serenity noted that both the number of funding deals and total investment amounts in the robotics sector have grown rapidly, as of March this year.
Serenity pointed out that many companies along the AI data center supply chain also have exposure to humanoid robotics-related businesses. For instance, memory products such as DRAM and NAND can be used for robotic inference and data storage, while photonic components like DFB lasers can be applied in FMCW LiDAR visual perception systems—indicating strong synergies between AI infrastructure and the robotics industry.
It believes that current investment opportunities remain concentrated among upstream core component suppliers and robotics initiatives led by major tech firms such as Amazon and Tesla. Looking ahead, the wave of IPOs by global companies focused on robotics and humanoid robotics—expected from the second half of 2026 through 2027—is worth continued attention.
