Robot Brains (Edge Compute)

Running vision-language-action models on the robot needs power-efficient edge accelerators — a smaller cousin of the datacentre race.

SoC→Module→Software stack→Robot

Tightness score ⓘ

#48 of 56

■ Stable

Supply concentration4

Lead time2

Capex intensity3

Geopolitical exposure3

Pricing power4

Lead time

6–12 mo

Theme 1M

−3.6%

% in uptrend

20%

Metric to watch

Edge-robotics platform design wins and robotics revenue disclosures.

What would prove us wrong

Strengthens if robot builders report compute availability as a gating item.

Dependencies

Equal-weight · rebased 100 · 1Y

Stocks we track

Who controls this bottleneck

Roles, not recommendations. Delayed prices; local currency.

Stock	Role	Listing	Last	1D	1M	3M	YTD	Off 52w high	Next earnings
NVDA NVIDIA	Demand aggregator for HBM, packaging, optics and robotics compute	NASDAQ US	$166.2	−4.34%	−24.9%	−26.1%	−10.7%	−30.5%	2026-11-17
QCOM Qualcomm	Edge AI SoCs for robots and vehicles	NASDAQ US	$177.1	+0.32%	+2.6%	+7.4%	+5.2%	−28.8%	2027-02-03
AMBA Ambarella	Edge vision AI SoCs	NASDAQ US	$61.06	−2.29%	−0.7%	−25.6%	−13.8%	−36.1%	2026-11-24
ARM Arm Holdings	CPU IP inside custom accelerators, servers and edge devices	NASDAQ UK	$199.8	−1.76%	−16.1%	−28.5%	+82.8%	−54.5%	2027-02-03
NXPI NXP Semiconductors	Automotive and edge processors	NASDAQ Netherlands	$267.3	−0.82%	+21.0%	+14.4%	+24.8%	−19.0%	2026-10-27

Auto-updated