Will AI change the robotics sector?

Lately I've been increasingly enjoying following the robotics sector. People often talk mainly about humanoid robots, but I think the most interesting opportunities may lie elsewhere.

What has interested me most over the long term is the company Intuitive Surgical $ISRG.

At first glance it doesn't look cheap, but I believe investors are paying a premium primarily for an exceptionally high-quality business.

The company is built around the da Vinci system, and its strength isn't just in selling surgical robots. The key elements are recurring revenues from instruments, accessories and service, which give it a very stable and predictable business. That's why I see it more as a company that can grow steadily over the long term rather than a bet on a currently popular theme.

Among other companies, I'm also intrigued by $SYM , which focuses on warehouse and logistics automation. The market potential is huge, but it's also a significantly riskier investment than Intuitive Surgical. An interesting combination of robotics, automation and the semiconductor industry is offered by $TER.

I believe robotics won't be the story of a single winning company. Healthcare, logistics, manufacturing and industry will each have their own leaders. So far Intuitive Surgical has stood out to me the most in the healthcare sector. To me, robotics is not just a vision of the future but a highly profitable, high-quality business.

Which robotics company are you following? I'd appreciate any tips, because I feel this sector will become increasingly interesting in the coming years thanks to developing AI.