Americas Sustainability: Physical AI Private Companies: Locus Robotics

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Americas Sustainability: Physical AI Private Companies: Locus Robotics

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Americas Sustainability Equities

AmericasPhysical AI Private Companies: Locus Robotics

Global Sustainability

Shneur Z. Gershuni, CFA

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

shneur.gershuni@ubs.com

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

+1-212-713 3974

with the CFO of Locus Robotics, Dustin Pederson, on June 18th at 2:30pm ET. See

our flagship Physical AI deep dive here. Kathryn Graves, PhD

Associate Analyst

kathryn.graves@ubs.com

The physical AI landscape and Locus Robotics' role +1-212-713 4871

We outlined a thesis in "Physical AI - The Manufacturing Path Forward" that the U.S. Joseph Spak, CFA

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

advance a Manufacturing renaissance in the U.S. 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

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

"brain" to get to the next level is now feasible. Many public and more so private ESG

companies are racing to provide innovative solutions which together could bring the Environmental

Social

U.S closer to "Dark Factory" concept. GovernanceM

Execution layer of the Physical AI stack for logistics and fulfillment. Locus

Robotics sits at the execution layer of the Physical AI stack within warehouse and

logistics environments. The company deploys autonomous mobile robot fleets