Woofun AI reports that Serenity identifies robotics as the next key investment focus, citing PitchBook March data referenced by a16z showing rapid growth in sector deals and capital. The firm highlights that AI data center exposures often overlap with humanoid robot components, such as DRAM and NAND for storage and DFB lasers for LiDAR. Currently, most opportunities reside in upstream parts or internal projects at firms like Amazon and Tesla. Serenity suggests monitoring IPOs for pure-play robotics companies from late 2026 through 2027.