Serenity: The robot race is on the eve of explosive growth, with both capital and trading accelerating
Serenity stated on the X platform that robots are becoming a key direction for capital. According to PitchBook's March data, the number of transactions and investment amounts in this field are showing an upward trend. There is a cross mapping between AI infrastructure investment and the humanoid robot industry, and the underlying investment in AI data centers provides support for the large-scale landing of humanoid robots. The market exposure is concentrated in upstream components, basic technology layers, and robotics and automation plans within ecosystems such as Amazon and Tesla. After the technology chain matures, pure humanoid robots and robot body companies are expected to enter the IPO window around 2027.