Serenity Highlights AI Data Center and Humanoid Robot Convergence; IPO Season Expected in 2026-2027

According to BlockBeats, Serenity highlighted on June 27 that robotics will be a key sector ahead, citing PitchBook data referenced by a16z showing rapid growth in both transaction volume and investment in the robotics field. The analysis notes that many AI data center exposures often align with humanoid robot scaling opportunities, with components like DRAM and NAND applicable to robot inference and storage, while DFB lasers support LiDAR vision systems.

Serenity observed that current exposures remain concentrated in upstream components and internal projects at major companies like Amazon and Tesla. The firm anticipates a notable robotics and humanoid robot IPO season between the second half of 2026 and 2027.