Robotics is about to experience a transformative period similar to the introduction of the iPhone, fueled by rapid advancements in artificial intelligence (AI). The increasing focus on AI innovation and technology is causing a seismic shift across many burgeoning fields, and robotics is set for a major breakthrough.
The importance of timing is significant at this point: Today’s AI models exhibit remarkable skills in comprehension, logical thinking, and adaptability across various tasks. The swift progress in areas such as vision recognition, language understanding, and instant decision-making – traits that used to be associated with the elusive “artificial general intelligence” (AGI) – are no longer exceptional but essential for top-tier AI systems. These advancements lead directly to robots capable of perceiving surroundings, interpreting context, and performing autonomous actions in complex real-life situations.
The upcoming change sets up robotics firms for a significant expansion period, offering potential profit opportunities. Let me introduce you to two robotics stocks that appear particularly well-positioned to reap the benefits of this forthcoming catalyst.
When delivering dinner becomes a billion-dollar business
Company SERV, or SERV for short, is making a name for itself in the world of robotics, not by creating advanced humanoid robots of the future, but through its line of efficient, autonomous delivery robots designed for sidewalk use. These robots are already bringing in substantial income.
In the initial quarter of 2025, the company showcased robust expansion in its operations by constructing more than 250 advanced third-generation robots. This development led to a remarkable 150% surge in revenue, amounting to approximately $440,000 over a three-month period. The impressive growth underscores the rising popularity and efficiency of the company’s delivery service.
The pace at which Serve Robotics is operating and growing is truly remarkable, and it shows no signs of slowing down. Currently, the service is available in over 320,000 households, representing a staggering 110% increase from December 2024. Additionally, the company has forged partnerships with more than 1,500 businesses, which is a 50% growth compared to the previous quarter. One measure of their dependability is a continuous delivery completion rate of up to 99.8%.
In addition to its primary food delivery business, Serve has broadened its scope by establishing a division focused on software and data platforms. This forward-thinking action has already brought success, as the company has secured agreements with a prominent European car manufacturer and an autonomous trucking firm. By transitioning from solely providing robotics hardware to becoming a comprehensive data and software company, Serve significantly increases its potential market and opens up new sources of recurring income.
From my vantage point, management forecasts an annual revenue flow ranging between $60 million and $80 million once their ambitious 2,000-robot workforce is fully operational, which is expected by 2026. This prediction hints at the substantial earning capacity our robotics sector could achieve as the robotics revolution gathers momentum well beyond 2028.
By having around $198 million in cash reserves as of March 31, 2025, Serve Robotics has a substantial financial cushion to carry out its deployment and growth strategies until 2026. This reduces immediate concerns about dilution and makes it an attractive long-term investment opportunity within the autonomous delivery sector.
The picks and shovels play on physical AI
Nvidia (NVDA) finds itself at the forefront of the robotics revolution, not through the production of robots themselves, but by offering the vital computational power and software foundation necessary to drive AI-based automation technology.
For the fiscal year 2026’s first quarter, the leading company in AI chip technology, boasting a market capitalization exceeding $4 trillion, announced strong financial results. The revenue soared to an impressive $44.1 billion, marking a 69% growth compared to the previous year. A large portion of this increase can be attributed to its data center division, which accounted for $39.1 billion. Additionally, CEO Jensen Huang pointed out a remarkable tenfold rise in AI inference tokens generated within a single year, suggesting a massive surge in demand for the computing power essential for developing future robots.
In simple terms, Nvidia has strengthened its lead by introducing Jetson Thor developer kits in early 2025. These miniature computers offer an impressive 2,000 teraflops of processing capability and are designed with the unique requirement of humanoid robots in mind.
This undertaking further strengthens Nvidia’s influence in the robotics sector, as they currently provide essential technology for projects such as Tesla’s Optimus humanoid robot and have joined Figure AI’s $675 million investment round. The introduction of Jetson Thor represents a more significant goal: Nvidia’s dedication to becoming the cornerstone computing platform across the entire robotics industry.
As a tech enthusiast, I can’t help but be excited about Nvidia’s extensive Isaac ecosystem, which is playing a pivotal role in their strategic vision. The Isaac GR00T N1 and its latest iteration, the N1.5, offer pre-trained AI models essential for developing humanoid reasoning and skills. At the same time, Isaac Sim empowers developers to meticulously train and verify robots within virtual environments before investing in expensive real-world deployments. This approach not only streamlines the development process but also ensures that our robotic creations are as efficient and effective as possible.
Jensen Huang promotes the idea that AI based on physical hardware will be the next global industry worth trillions of dollars, as more and more countries view AI as crucial infrastructure. With a projected revenue of $45 billion for Q2 fiscal 2026 and significant investments in robotics infrastructure, Nvidia is positioning itself strongly in this field, making it the top choice among robotics stocks to invest in.
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2025-07-25 15:04