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Physics AI is an AI investment theme that not only generates AI on software, but alsoロボット robots, automated driving, factory equipment, and logistics equipment in a real world.
The focus is on industrial chains, includingセンサー, control, data, parts, and field deployments, from the AI model itself.
What is physical AI?
Physics AI is an area where AI recognizes, judges, and controls real machines and equipment as well as in the screen.
The following examples are:
| 領域 | Example |
|---|---|
| Factory | Inspection, Transport, Assembly, Automation |
| 物流 | Warehouse robot, Autonomous transport |
| 移動 | Autonomous Driving, Driving support |
| Service | Cleaning, security and customer service |
In the evolution of the generated AI, the interest in "AI to understand language and image" has increased, but as an investment theme, it also leads to a company that drops it into the field equipment.
View beneficiary candidates
It is a track record of in現場 the field rather than a派 name.
| See Points | I want to confirm |
|---|---|
| Customer | direct connection to labor shortage, quality improvement, and labor saving |
| Technology | Do you have, control, image recognition, and edge AI? |
| More | Is there a demand for mass production, maintenance, and update rather than a demonstration? |
| Introduction Barrier | Is it safe, on-site repair and operation education beyond? |
It is important to see sales, orders, maintenance income, and number of deployments, not just AI presentations.
Risks
Physics AI takes time to implement society.
Because the environment is different for each site, it may not be possible to expand horizontally like a software. In addition, robots and equipment are affected by parts procurement, durability, safety standards, and installation costs.
If the stock price is precedented only by the theme popularity, it will be easier to expect if the actual monetization is delayed.
ation Point
Investors can be organized in the following order.
- How AI solves the problem
- Is there a commercial introduction rather than a demonstration
- Where to benefit hard, soft and maintenance
- Can you explain different ?
Although physics AI is a big theme, it is important to see how to make money in the field rather than “AI” when choosing a symbol.