Key Takeaways SERV is scaling urban delivery, expanding fleets past 2,000 robots as autonomy and utilization improve.TER's Q3 2025 revenues rise 4.3% as AI-driven semiconductor test demand lifted compute and memory shipments.TER faces uneven robotics demand, but expects AI compute, networking and memory to drive growth through 2026.Automation and robotics are steadily moving from experimentation into real-world deployment as advances in AI, compute and machine intelligence intersect with labor constraints a ...