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When the NVIDIA CEO hinted at the beginning of this year that Robotics/Physical AI was the next iteration of AI, robotics tokens quickly pumped as people (including me) were trying to find an onchain reference for the said market sector considering how well AI agents had pumped over the previous months which was highlighted by Jensen Huang as well.
Unfortunately, this was way too early at the time as there wasn’t any tangible projects that had built anything worth investing into yet and the market sector needed some months to mature before it was worth looking at again.
Now, a significant amount of months have passed since then and developers have been heads down and building what they believe to be valuable for the robotic market sector and notable projects are starting to appear as we are the early innings of a Robotics tidal wave that is increasing in mindshare.
So with that in mind, it looks like a good time to take a look at the sector again and what is starting to standout, including some obvious and non-obvious plays while there is also a whole ecosystem that will put all their capital behind this to gain a foothold of the market sector.