Robotics

Today's Stories

1. 1

   The Global X Robotics & AI ETF (BOTZ): A Solid Way to Play Robotics

   The Global X Robotics & AI ETF (BOTZ): A Solid Way to Play Robotics

2. 2

   Tesla's stock has gained 2,630% over 10 years, but at a price-to-earnings ratio of 363, today's valuations leave little room for error.

   A $10,000 investment in Tesla 10 years ago would be worth $273,000 today, reflecting a 2,630% gain. The company's 2025 total revenue was $94.8 billion（約15兆円）, down year over year, even as the stock trades 19% below its December 2025 peak. Tesla has transformed from an unproven auto industry newcomer into a globally recognized tech company positioned at the premium end of the EV (electric vehicle) market. However, the current price-to-earnings ratio of 363 reflects market expectations so high that future returns depend heavily on the company delivering on its self-driving and robotics ambitions.

   The company's growth over the past decade has been tremendous, but investors seeking similar gains over the next 10 years should be cautious given how lofty current valuations are relative to near-term earnings.

3. 3

   More than 50 drones seized near U.S. World Cup venues, most violations from careless operators rather than security threats.

   Federal officials have seized more than 50 drones near FIFA World Cup event sites across the United States. Atlanta accounted for a large share, with the FBI seizing 26 drones as of June 18. Los Angeles reported at least 28 seizures, Dallas at least 33, Miami at least 28, and Seattle five. The FAA established No Drone Zones around stadiums (within three nautical miles and up to 3,000 feet during matches) and fan areas (within one nautical mile and up to 1,000 feet). The main problem is not sophisticated security attacks but careless or uninformed drone operators flying in restricted areas. Violations have been reported at all eight active U.S. stadium sites. Unauthorized drone flights can result in civil penalties of up to $75,000 per violation, criminal fines of up to $100,000, confiscation of the aircraft, federal charges, and possible arrest—serious consequences that suggest federal teams are actively enforcing restrictions around one of the world's largest sporting events.

   The distinction between careless operators and malicious ones may not matter to security teams managing the World Cup. Many of the confiscated aircraft appear to belong to people testing new equipment or attempting quick aerial shots rather than posing intentional threats, but enforcement remains active throughout the tournament.

4. 4

   Uber, Autobrains, and NVIDIA are piloting a robotaxi program in Munich that aims to simplify autonomous vehicle deployment by using standard sensors and off-the-shelf hardware instead of costly custom systems.

   On June 1, Uber Technologies, Autobrains, and NVIDIA announced a collaboration to launch a robotaxi program in Munich. The initiative combines Uber's ride-hailing platform, Autobrains' Agentic AI (self-directing AI agents), and NVIDIA's DRIVE Hyperion computing platform. The partners plan to build a vehicle-agnostic model—meaning it will work with multiple automakers' vehicles rather than requiring purpose-built cars—and will await government approval before expanding. The robotaxi industry has been held back by high costs: custom vehicles, heavy sensors, and complex architectures make autonomous ride-hailing expensive and slow to scale. Autobrains' approach reduces this friction by enabling real-time data processing, standard sensor integration, and deployment across different vehicle types. Uber's head of autonomous mobility noted that the real challenge is not building autonomous cars, but integrating them into a commercial network at scale—a problem this program directly addresses.

   Munich was selected as the pilot city because of its complex road networks, dense city streets, and supportive regulatory environment. Success here could demonstrate whether a simpler, vehicle-agnostic approach can work in a demanding real-world setting and pave the way for broader commercial deployment.

5. 5

   Nvidia and AMD are both thriving in AI chips, but Nvidia is positioned to dominate the next wave spanning CPUs, robotics, and beyond.

   Nvidia reported 85% revenue growth and AMD reported 38% revenue growth in the latest quarter, with both stocks climbing more than 300% over the past three years. Nvidia has now developed its first stand-alone CPU for data centers and a superchip for personal computers—both set to launch in the second half of this year—signaling expansion beyond its traditional GPU strength. The AI industry is shifting from GPU-focused work toward agentic AI (software that reasons through problems and takes multiple steps to solve them), which relies heavily on CPUs. While AMD has historically dominated the CPU market, Nvidia's early moves into data-center CPUs and its entrenched market position in AI suggest it may dominate CPUs in the AI segment, not just GPUs.

   Robotics is emerging as a potential future growth driver. Nvidia's chief said humanoid robots may represent a $40 trillion（約6400兆円） opportunity. Nvidia launched its Jetson Thor robotics computer last year and reports that more than 2 million developers use the company's robotics stack, positioning it ahead of AMD in this high-potential market.

6. 6

   My suitcase robot gets high off a real gas sensor wired into the LLM sampler

   My suitcase robot gets high off a real gas sensor wired into the LLM sampler