Robotics Infrastructure: The Next $10B+ Compute Race

The Pattern:

• Amazon approaching more robots than humans in fulfillment
• Figure AI, Tesla Optimus, Physical Intelligence attracting massive capital
• The “Stargate for robotics”—training infrastructure for embodied AI—emerging

The Bet: At least one major robotics infrastructure deal exceeds $10B in implied value.

Why It Matters

The same infrastructure logic applies to robotics:

• Training infrastructure for embodied AI is the next frontier
• Whoever builds the robotics Stargate controls the next compute paradigm
• Same logic as compute, new physical domain

The Framework

Mental Model: Infrastructure Consolidation (Emerging Frontiers)

Whoever builds the Stargate equivalent for robotics—the training infrastructure for embodied AI—will control the next compute paradigm. Same logic, new domain.

Strategic Implications

• Simulation infrastructure becomes as important as physical training
• Data from physical operations (like Amazon’s warehouses) becomes invaluable
• The robotics infrastructure race will determine who dominates embodied AI

The companies investing in robotics training infrastructure today are building the moats of tomorrow.

This is part of a comprehensive analysis. Read the full analysis on The Business Engineer.