The Index › The rest of the frame
Who is taking AI into machines?
The companies building robots, the parts that move them and the software that guides them.
The waterfall: Robotics and embodied systems: constraint relaxation crossing from software into the physical economy.
Businesses keep adopting AI, but the economy-wide productivity lift does not arrive before 2028.
What would prove us wrong
Productivity jumps much sooner than we expect, or adoption stops spreading.
Review 2027-12-31 · check: BLS Productivity and Costs (quarterly); Census Bureau Business Trends and Outlook Survey. · the claim's page
Reports next, in this group
Tesla Optimus21 Oct · expected, per Nasdaq
Teradyne27 Oct · expected, per Nasdaq
Aurora Innovation28 Oct · expected, per Nasdaq
Cognex4 Nov · expected, per Nasdaq
Qualcomm4 Nov · expected, per Nasdaq
| Company | What it sells | Reports next |
|---|---|---|
| Aurora Innovation AUR |
Aurora Innovation develops the Aurora Driver, a self-driving system of hardware, software and data services for trucks and other vehicles. | 28 Oct · expected, per Nasdaq |
| Cognex CGNX |
Cognex sells machine vision cameras and software that let factory robots and inspection systems "see" and check products. | 4 Nov · expected, per Nasdaq |
| Hesai HSAI |
Hesai makes lidar sensors, laser devices that map surroundings in 3D for robots and self-driving vehicles. | 10 Nov · expected, per Nasdaq |
| NVIDIA NVDA |
NVIDIA designs the graphics processors and software platforms that power AI data centers, and its chips also serve as onboard computing brains for robots. | 18 Nov · expected, per Nasdaq |
| Qualcomm QCOM |
Qualcomm sells Snapdragon and Dragonwing chip platforms that bring on-device artificial intelligence, low-power computing and wireless connectivity to industrial and other edge devices. | 4 Nov · expected, per Nasdaq |
| Symbotic SYM |
Symbotic designs and runs automated warehouse systems, with robots and software that move and sort goods for retailers and distributors. | 23 Nov · expected, per Nasdaq |
| Teradyne TER |
Teradyne makes automatic test equipment that checks semiconductor chips and electronics before they ship, plus collaborative robots that work alongside people. | 27 Oct · expected, per Nasdaq |
| Tesla Optimus TSLA |
Tesla's Optimus unit builds general-purpose humanoid robots designed to perform physical work. | 21 Oct · expected, per Nasdaq |
Showing 8 of 8 · No price is shown: the Index is a map of what each company sells and where it sits, not a quote board.
Next door
Who launches, and who builds in orbit? · Who holds the hard assets? · Who mines and refines the minerals under the build?