AI is moving from cloud dashboards to store aisles and living rooms. NVIDIA’s Jetson platform is the “brain” that lets compact robots see and act at the edge, and new consumer assistants like Neo show how embodied AI is crossing into everyday life. That visibility matters: shoppers (and investors) now experience AI in the physical world—inventory robots, micro-fulfillment bots, and home helpers, rather than just in apps.
Why now? Edge compute (Jetson Orin/Thor) is powerful and affordable enough for retail floors and homes. Meanwhile, warehouse and store automation is scaling out (Symbotic at Walmart; AutoStore cube storage; Ocado’s tech solutions), and consumer robotics is iterating fast—even if some brands face margin and demand cycles.
Note on brands: Jetson.com is a consumer marketplace brand and not the same as NVIDIA’s Jetson robotics compute line. For “Neo,” see recent consumer robot announcements positioning a mobile home assistant.
Stocks to Watch: Physical-AI & Robotics with Retail Exposure
| Company / Ticker | What They Do (Retail/Consumer Angle) | Latest Revenue Snapshot | Why It Fits / Financial Notes |
|---|---|---|---|
| NVIDIA (NVDA) | Jetson edge-AI modules (brains for robots); Blackwell/Thor roadmap pushing physical AI. | FY2025 revenue $130.5B, +114% YoY; FQ2’26 revenue $46.7B, +56% YoY. | Scale + ecosystem; Jetson enables store/home robots; watch valuation sensitivity. |
| Symbotic (SYM) | AI warehouse robots in retail distribution (Walmart, etc.). | FY2024 revenue $1.82B, +55% YoY; FY25 Q3 revenue $592M. | Retail automation leader; note accounting review/forecast volatility in 2024–25. |
| ABB (ABB) | Industrial robots increasingly used in logistics/retail; announced spin-off of robotics unit. | Robotics division revenue ~$2.3B in 2024 (≈7% of ABB sales). | Global scale; planned spin-off may surface value in robotics pure-play. |
| FANUC (FANUY) | Global industrial robots (incl. logistics/retail tasks). | Steady sales; recent filings show stable 2024–25 run-rate with mixed end-markets. | Blue-chip robotics supplier; cyclical exposure to auto/electronics. |
| Teradyne (TER) | Owns Universal Robots (cobots) + MiR (AMRs) used on factory/warehouse floors; indirect retail/logistics impact. | Robotics group $365M in 2024; Q3’25 robotics $75M of TER revenue. | Cobots/AMRs adoption; robotics is a growing (still smaller) slice of TER. |
| Intuitive Surgical (ISRG) | Surgical robotics (consumer-adjacent healthcare exposure, premium recurring model). | 2024 revenue ~$7.0B recurring; raised 2025 procedure outlook; margin headwinds from tariffs. | High-quality recurring mix; different end-market but flagship “embodied AI” economics. |
| Cognex (CGNX) | Machine vision (eyes for robots) in logistics/retail sorting and checkouts. | FY2024 revenue ~$915M, +9% YoY. | Picks-and-shovels play on automation; levered to logistics/semis; margins solid historically. |
| AutoStore (AUTO.OL / AUTLF) | Cube storage robots (micro-fulfillment) for retailers & 3PLs. | FY2024 revenue ~$601M, +10.6% YoY; strong EBITDA profile. | Direct retail exposure as brands add automated fulfillment. |
| Ocado Group (OCDO.L / OCDDY) | Automated grocery fulfillment “tech solutions” for global retailers. | FY2024 total group revenue £3.2B, +14.1% YoY; Tech Solutions EBITDA improved. | Retail automation IP; still working toward sustained profitability. |
| iRobot (IRBT) | Home robots (Roomba). Consumer-facing embodied AI. | FY2024 revenue $682M, −23% YoY; restructuring & going-concern warnings in 2025. | Pure-play consumer robotics but higher risk while turnaround unfolds. |
Reminder: Neo-type home robots are mostly at the early stage (and often private companies). The investable leverage today is largely in the enabling compute (NVDA), the warehouse/store systems (SYM, AUTO, OCDO), and the “robot eyesight” layer (CGNX).
How Jetson & Neo Translate to Main-Street Experience
- Edge Autonomy: Jetson modules (and the new Thor) run perception and planning locally – key for real-time retail tasks like stock checks and safety navigation.
- Visible Robots: Retailers deploy mobile and picking robots in full view – customers see AI doing work, not just analytics behind the scenes.
- Home Spillover: Consumer robots (e.g., Neo-style assistants) compress the “time-to-usefulness” as vision, LLMs, and navigation mature – fast feedback loops from homes to stores and back.
Investor Lens (Quick Take)
- Leaders with scale (NVDA, ABB, FANUC) can fund R&D through cycles.
- Retail automation specialists (SYM, AUTO, OCDO) give direct exposure to store/fulfillment adoption, watch for the deployment pace and contract accounting.
- Enablers (CGNX) monetize the vision layer across many end-customers.
- Consumer names (IRBT) are higher-beta to demand/margins.
Not investment advice. Do your own research and consider risk tolerance.
Sources
- NVIDIA: FY2025 $130.5B rev; Q2’26 $46.7B, +56% YoY.
- Symbotic: FY2024 $1.82B (+55% YoY); Q3’25 $592M; 2024 accounting review context.
- ABB: 2024 robotics division ≈$2.3B; planned spin-off.
- FANUC: 2024–25 filings show steady sales trend.
- Teradyne (UR/MiR): 2024 robotics ~$365M; Q3’25 robotics $75M.
- Intuitive Surgical: 2024 recurring ~$7.0B; 2025 margin/tariff notes.
- Cognex: FY2024 revenue ~$915M (+9%).
- AutoStore: FY2024 revenue ~$601M (+10.6% YoY).
- Ocado: FY2024 group revenue £3.2B (+14.1%); Tech Solutions EBITDA improvement.
- Neo announcement (consumer robot positioning).
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