The Future of Warehouses Is Here

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This week, we dug into a U.S. robotics company that is quietly powering the future of retail. Its AI-driven warehouse systems are already embedded in Walmart, Target, and Albertsons, with a $22 billion backlog that gives years of revenue visibility. The market still views it as a niche automation play, but the business is steadily transforming into a core infrastructure provider for the global supply chain and has the scale to ride the robotics boom for decades to come.

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