The next phase of the AI buildout – call it “physical AI” – is about software that can perceive, reason about, and act on the physical world through robots, sensors, and machines. It’s the fusion of the same neural-network breakthroughs that power chatbots with the actuators, cameras, and control systems that run factories, warehouses, and hospitals.
For growth investors, this story usually points to speculative, richly valued names: humanoid robot startups, pure-play AI chipmakers, unprofitable software-automation upstarts. But there’s a quieter way to get exposure – through the established industrial giants that already build the sensors, controllers, robotic arms, and automation software that physical AI runs on, and that happen to pay you a dividend while you wait for the thesis to play out. Here are five such names.
This post originally appeared at Investing Daily.