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China is set to dominate robot deliveries, supported by its extensive experience in industrial robotics and component manufacturing, Daiwa Securities analyst Kelvin Lau says. He notes that many auto and industrial components overlap with humanoid robot production, giving China a clear edge. Its large-scale manufacturing base—spanning automotive, consumer electronics, mining, construction and logistics—should also enable robotics firms to scale sales and offset development costs. Daiwa expects South Korea to narrow the gap, particularly as Hyundai Group has acquired Boston Dynamics, providing a faster path to compete.

Goldman Sachs Asset Management recommends investors focus on the “picks and shovels” of AI, including semiconductor and cybersecurity companies, as capital expenditure accelerates despite geopolitical risks from the Iran war. Brook Dane, GSAM co-head of public tech investing, said compute capacity remains constrained, supporting a multiyear investment cycle. He highlighted Marvell Technology for its strong vendor ties and growth potential, and noted that AI advances are increasing demand for cybersecurity solutions. Dane emphasized that the AI investment cycle is early to mid-stage, with durable opportunities ahead.