Americas Sustainability "Physical AI Private Companies: Plus One Robotic..."

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Americas Sustainability "Physical AI Private Companies: Plus One Robotic..."

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Americas Sustainability Equities

AmericasPhysical AI Private Companies: Plus One Robotics

Global Sustainability

Shneur Z. Gershuni, CFA

In this report, we profile Plus One Robotics as part of our call series "Physical AI - Analyst

shneur.gershuni@ubs.com

The Manufacturing Path Forward". Register for the series here and listen for our

+1-212-713 3974

call with the CEO of Plus One, Erik Nieves, on May 21st at 2:30pm ET. Our flagship

Physical AI deep dive here. Kathryn Graves, PhD

Associate Analyst

kathryn.graves@ubs.com

The physical AI landscape and Plus One's role +1-212-713 4871

We outlined a thesis in "Physical AI - The Manufacturing Path Forward" that the US (and Joseph Spak, CFA

elsewhere) will spend upwards of $4T to embrace Physical AI in order to materially Analyst

advance a Manufacturing renaissance in the US. On-shoring has been a thematic since joseph.spak@ubs.com

Tariffs 1.0 and Covid, and Tariffs 2.0 has accelerated the trend; however, both a shortage +1-212-713 3089

in and higher relative cost of labor has been a gating issue without a step function Alejandro Nuno

change in manufacturing and warehouse automation. With advancements in AI, the Associate Analyst

"brain" to get to the next level is now feasible. Many public and more so private alejandro.nuno@ubs.com

companies are racing to provide innovative solutions which together could bring the +1-212-713 3886

US closer to "Dark Factory" concept. Gabriel Gonzales, CFA

Plus One Robotics focuses on AI-driven vision and supervised autonomy Associate Analyst

gabriel.gonzales@ubs.com

for high-variability warehouse tasks: The company’s core differentiation is the

+1-212-713 4866