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Thematic Research  /  Names Index  /  Physical AI Snapshot · 28 Jun 2026

Physical AI

Physical-AI exposure — actuation, sensing, bearings, connectivity suppliers and embodied-AI platforms levered to humanoid and industrial robotics.

CategoryPhysical AI
Themes covered1 L1
Total names22
SourceNeo4j Aura graph
Edge as of28 Jun 2026
Tailwind

Robotics

Component and platform suppliers to humanoid and industrial robotics — motion, sensing, interconnect, and rare-earth inputs.

22 names  ·  single L1 theme · 3 Significant / 19 Peripheral
Significant 3
  • 6861 JPKeyence
  • MOG/AMoog
  • XPEVXPeng
Peripheral 19
  • 1211 HKBYD
  • 2317 TTHon Hai Precision (Foxconn)
  • 2376 TTGigabyte Technology
  • 2498 HKRoboSense
  • 6324 JPHarmonic Drive Systems
  • 6954 JPFanuc
  • APHAmphenol
  • APTVAptiv
  • ATIATI Inc
  • HSAIHesai Group
  • MGAMagna International
  • MPMP Materials
  • NVDANvidia
  • RBCRBC Bearings
  • RRXRegal Rexnord
  • STSensata Technologies
  • TELTE Connectivity
  • TKRTimken
  • TSLATesla