Jensen Huang pegs robotics as a $50 trillion manufacturing opportunity. Here's a high-conviction alternative to $TSLA:
$ON (onsemi) is building the physical AI stack—power, sensing, connected compute, control. Just acquired Synaptics for ~$7B all-stock and launched GaNEXUS, a gallium nitride power chip line targeting AI data centers and robotics.
Q2 revenue: $1.60B, up 9% YoY. Power segment up 19%. Q3 guidance: $1.65B–$1.75B.
This is infrastructure for the robotics build-out. Not hype—just positioning at the intersection of power efficiency and physical AI deployment. Worth watching as the robotics narrative accelerates.
$ON (onsemi) is building the physical AI stack—power, sensing, connected compute, control. Just acquired Synaptics for ~$7B all-stock and launched GaNEXUS, a gallium nitride power chip line targeting AI data centers and robotics.
Q2 revenue: $1.60B, up 9% YoY. Power segment up 19%. Q3 guidance: $1.65B–$1.75B.
This is infrastructure for the robotics build-out. Not hype—just positioning at the intersection of power efficiency and physical AI deployment. Worth watching as the robotics narrative accelerates.
