Mergers & Acquisitions
Robotics investment in 2026: where capital and acquirers are concentrating
Capital is flowing into robotics and physical AI at record pace. Value is accruing to the platforms that make robots easy to deploy, not to the machines alone. The report sets out the considerations and practical implications discussed in the article.
- Format
- PDF · 15 pages
- Published
- Published Oct 2026
- Article
- Read the article
What's inside
- 01Factory demand has re-accelerated, and North America is the swing market
- 02Capital is at record levels, but concentrated in a handful of platforms
- 03The largest strategic deals show buyers pay for deployed systems and backlog
- 04Hardware demand is uneven, so value shifts to those who deploy it
- 05US adoption is deep in automotive and thin elsewhere, which is the opportunity