There is no doubting that robotics is the future of physical AI. Here are 5 stocks you may not have heard of to play the robotics super cycle. 1. $OUST - Ouster Ouster is a roughly $3.3 billion lidar company whose Rev8 digital platform is showing up across robotics, autonomous vehicles, and industrial machinery. Q1 2026 revenue hit $48.6 million, up 49% year over year, and the company just raised $200 million in a follow-on offering to fund production. It expanded its manufacturing partnership with Benchmark toward 100,000-plus units a year, signed AIM Intelligent Machines to put sensors on autonomous heavy equipment in mining, construction, and defense, and is working with FieldAI to help general-purpose robots navigate complex environments using Rev8's native color lidar.

FieldAI says it passed $100M in revenue and customer contracts

McLaren to deploy FieldAI robots #watchthespace theconstructionindex.co.uk/n…

McLaren to deploy FieldAI robots McLaren Construction will deploy autonomous robots from FieldAI on its construction sites. Read Full Article: The Construction Index

McLaren to deploy FieldAI robots theconstructionindex.co.uk/n… #AI #autonomy #robots

【ヒューマノイド、建設現場へ】 米ロボAI「FieldAI」の建設現場でのデモ ・資材運搬 ・測量 ・工具整理 ヒューマノイドが現場作業を担当 工場と違い、建設現場は毎日環境が変わる。 屋外環境で安定して動ければ、ヒューマノイドの活躍の幅、広がっていきそう。