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Industrials/Manufacturing and Robotics·Spring 2026
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Advanced Metal Research

Machine intelligence for American Welding

Overview

One-liner
Machine intelligence for American Welding

Why it's interesting

Market trends shaping Advanced Metal Research

  • 1Reshoring + CHIPS Act capex driving demand for automation software
  • 2Humanoid robots attracting megarounds despite unclear unit economics
  • 3Foundation models for robotics (RT-2, Pi) the new platform race
  • 4MES and ERP layers being rebuilt by AI-native challengers
  • 5Industrial vision and quality inspection a proven, fundable wedge
  • 6Contract manufacturing software replacing email + Excel workflows
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