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

−10.4%

% 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	$204.6	−4.22%	−11.4%	−0.9%	+10.0%	−14.5%	2026-11-17
QCOM Qualcomm	Edge AI SoCs for robots and vehicles	NASDAQ US	$164.8	−11.12%	−9.5%	+9.3%	−2.1%	−33.8%	2026-11-04
AMBA Ambarella	Edge vision AI SoCs	NASDAQ US	$63.12	−2.26%	−10.2%	−23.7%	−10.9%	−33.9%	2026-12-01
ARM Arm Holdings	CPU IP inside custom accelerators, servers and edge devices	NASDAQ UK	$206.0	−9.97%	−29.5%	−13.8%	+88.4%	−53.1%	2026-11-04
NXPI NXP Semiconductors	Automotive and edge processors	NASDAQ Netherlands	$259.6	−2.40%	+8.5%	+16.3%	+21.2%	−21.3%	2026-10-27

Auto-updated