ABB · ABB Ltd

Post argues humanoid robotics is structurally analogous to AI (roughly “AI in 2022”), is a general-purpose automation technology for physical labor, and is “barreling towards its own ChatGPT moment,” implying a coming inflection in capability and market potential. No explicit tickers/cashtags, no timing/catalyst beyond a general near-to-midterm “moment,” and no valuation/positioning specifics.

Brett Adcock (Figure AI) shared behind-the-scenes progress on multiple Figure humanoid robot iterations (F.01–F.03), emphasizing rapid architecture churn and fast bring-up. Figure AI is private; the post is more “proof of progress” than a tradable catalyst. Actionability is indirect: it supports the broader humanoid/industrial-automation capex narrative and potential demand for enabling compute, sensors, and factory automation components.

Podcast discussion on the shift toward higher-voltage (e.g., ~800V) DC distribution inside data centers to support 600kW–1MW racks, with a focus on architectures that can flex between AC and DC and the role of solid-state transformers (SSTs)/power conversion that can collapse multiple boxes (UPS + rectifier + transformer) into fewer power-electronics stages. The content is thematic (no hard adoption timeline), but points to potential medium-term demand tailwinds for power electronics, busway/con