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

−9.7%

% in uptrend

40%

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	$216.0	+2.38%	−4.0%	+9.8%	+16.1%	−9.7%	2026-11-17
QCOM Qualcomm	Edge AI SoCs for robots and vehicles	NASDAQ US	$178.4	+1.41%	−11.7%	+10.1%	+5.9%	−28.3%	2026-11-04
AMBA Ambarella	Edge vision AI SoCs	NASDAQ US	$66.35	−0.23%	−8.7%	−3.8%	−6.3%	−30.5%	2026-12-01
ARM Arm Holdings	CPU IP inside custom accelerators, servers and edge devices	NASDAQ UK	$222.8	+5.92%	−28.2%	−9.0%	+103.8%	−49.3%	2026-11-04
NXPI NXP Semiconductors	Automotive and edge processors	NASDAQ Netherlands	$248.3	+5.70%	+4.3%	−3.7%	+15.9%	−24.8%	2026-10-27

Auto-updated