Nvidia and AMD are the leading chipmakers, while ASML's machines help foundries build those chips. Symbotic's robots help its corporate customers manage inventory and automate their processes.
The U.S. public robotics space grew 60% from mid-2024 to mid-2025, outpacing broader tech indexes as the sector matures. Defense robotics spending surged 150% from 2024 to 2025, jumping from $3.3 billion to $8.4 billion as drone warfare becomes standard military procurement.
Symbotic's warehouse robots will replace a lot of human workers. Serve Robotics' delivery robots will streamline last-mile delivery services.
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