Physical AI Faces One Critical Chokepoint, And Here's How To Profit

Physical AI Faces One Critical Chokepoint, And Here's How To Profit The rise of physical AI is already underway, with humanoid robots entering factories, warehouses, and other industrial environments, and soon the modern battlefield.  Global shipments of humanoid robots are expected to accelerate in 2027, but the broader robotics revolution faces one critical chokepoint: access to the rare-earth magnets that power high-performance motors and actuators. China controls most of that supply chain. Bernstein analyst Dien Wang told clients Monday that humanoid robots require an estimated 3.5 to 4 kilograms of rare-earth magnets...