Global Automation The Long View: Robotics -- Physical AI and the next phase of industrial Robot Renaissance Jay Huang, Ph.D. +852 2123 2631 jay.huang@bernsteinsg.com Weibin Liang, Ph.D. +852 2123 2666 weibin.liang@bernsteinsg.com Dien Wang, Ph.D. +852 2123 2622 dien.wang@bernsteinsg.com Robotics is a frontier of physical AI. For industrial robots, there has been a notable inflection in adoption — a renaissance — since around 2020 (Exhibit 4). Most recently, the progression of AI is ushering this Robot Renai ...