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The Robotics Stack: Who Owns the Infrastructure of the Robot Economy?

2026-06-18 21 Dailymotion

Every robotics revolution needs its foundations. Before the robots ship, someone has to build the chips, the operating systems, and the development platforms that make them possible. D-Robotics has made that infrastructure layer its business, providing the hardware, software, and application stack that robotics developers worldwide build on. In this conversation, Co-founder Xuan Jiang and Hermitage Capital's Henry Zhang discuss what it takes to back and build the essential layer beneath the robotics boom, how capital flows from East to West in deep tech, and who will own the stack when the dust settles.