The market just put a price tag on physical AI. Shares of Ouster Inc. rose to 54-month highs on June 29, 2026, after the lidar maker announced a string of new partnerships spanning robotics, autonomous heavy equipment, smart infrastructure, and counter-drone defense, pushing the stock up 129% year-to-date. The rally reflects a broader shift across the sensing and perception industry, where lidar, AI software, and autonomous machines are moving into commercial deployment across mining, defense, logistics, transit, and physical security. The companies driving that buildout include Knightscope, Inc. (NASDAQ: KSCP/quote">NASDAQ: KSCP), Ouster, Inc. (NASDAQ: OUST/quote">NASDAQ: OUST), Aeva Technologies, Inc. (NASDAQ: AEVA/quote">NASDAQ: AEVA), NVIDIA Corporation (NASDAQ: NVDA/quote">NASDAQ: NVDA), and Symbotic Inc. (NASDAQ: SYM/quote">NASDAQ: SYM).
Knightscope, Inc. (NASDAQ: KSCP/quote">NASDAQ: KSCP) is a Silicon Valley security technology company whose AI-powered robots and connected devices help safeguard the places people live, work, study, and visit across the US, from schools and residential complexes to factories, logistics hubs, and transit centers. By combining hardware, software, and live human response into a recurring-revenue service, Knightscope captures real-time data and turns it into actionable intelligence and forensics that give officers and guards capabilities traditional cameras and patrols simply cannot match.
That capability is built directly on the same lidar technology now powering Ouster’s rally. Knightscope has relied on Velodyne lidar technology, acquired by Ouster in 2023, across its third-, fourth-, and fifth-generation Autonomous Security Robots, including the latest K5 platform, which combines lidar with cameras, sonar, and other onboard sensors. The K1 Laser, a perimeter detection system Knightscope launched for indoor and outdoor protected zones, is purpose-built around lidar to detect, classify, and track people, vehicles, and objects with near-zero false alarms under all lighting and weather conditions. Additionally, it appears both Ouster and Velodyne will also be featured on the upcoming all-new K7 Autonomous Security Robot. As autonomous machines move into mainstream deployment, Knightscope represents the downstream customer end of the same trade lifting lidar suppliers.
On May 15, 2026, Knightscope, Inc. (NASDAQ: KSCP/quote">NASDAQ: KSCP) reported first quarter 2026 revenue of $6 million, up 106% year-over-year from $2.9 million, marking the company’s strongest financial performance to date. Service revenue grew 98% to $4.2 million, including approximately $2.4 million from one month of Knightscope Security Force operations following the February acquisition of Event Risk LLC, while product revenue climbed 128% to $1.8 million.
Gross margin turned positive at 8% of revenue, compared with a gross loss in the prior-year period. Knightscope also announced approximately $3.8 million in new and recurring contracts across eight industry verticals, including critical infrastructure, healthcare and life sciences, industrial and energy, gaming and hospitality, higher education, commercial real estate, and technology and telecom.
Earlier in the quarter, Knightscope announced a five-year collaboration with Carnegie Mellon University’s School of Computer Science, widely regarded as the world’s premier robotics research institution, to advance next-generation autonomous systems for public safety and national security. Five CMU graduate students from the Master of Science in Robotic Systems Development program are already embedded with the company, working on an advanced artificial intelligence feature for the upcoming K7 Autonomous Security Robot, a next-generation outdoor platform with pilot commercialization expected in the second half of 2026.
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Sensing And Perception Leaders Push Deeper Into Real-World Deployment
Ouster, Inc. (NASDAQ: OUST/quote">NASDAQ: OUST) announced a string of partnerships and product launches this month that expand the use of its Rev8 digital lidar platform across robotics, autonomous equipment, smart infrastructure, and defense. The company signed a strategic agreement with AIM Intelligent Machines to supply digital lidar sensors for AI-powered autonomous heavy earthmoving equipment used in mining, construction, and defense, and expanded its long-term manufacturing partnership with Benchmark Electronics to support high-volume production of the Rev8 sensor family. Ouster also announced a collaboration with FieldAI to integrate Rev8 lidar into general-purpose robots operating in unstructured environments across construction, mining, manufacturing, energy, and security, and signed a strategic agreement with Germany-based ARGUS Interception to supply digital lidar for counter-drone systems designed to protect critical infrastructure.
Aeva Technologies, Inc. (NASDAQ: AEVA/quote">NASDAQ: AEVA) just announced a strategic partnership with Bendix Commercial Vehicle Systems, North America’s leading supplier of driver-assistance technologies, to integrate Aeva’s 4D lidar platform into future active safety systems for mass-production Class 8 trucks, a segment that sees approximately 300,000 new vehicles sold annually in North America. The deal builds on a run of major wins for the company, including selection as the reference lidar sensor for NVIDIA’s DRIVE Hyperion autonomous vehicle platform, an exclusive global production contract with a Top 10 European passenger OEM for Level 3 automated driving, an exclusive long-range lidar program with Daimler Truck, and a first defense win supplying 4D lidar to Forterra’s autonomous defense vehicles. Aeva also introduced Omni, a compact wide-view short-range FMCW lidar targeting a broad range of physical AI applications.
NVIDIA Corporation (NASDAQ: NVDA/quote">NASDAQ: NVDA) unveiled Cosmos 3, its most advanced world foundation model to date, at COMPUTEX 2026, positioning the platform as the backbone for developers building autonomous systems that can understand, simulate, and act in the real world. The company followed with a wave of physical AI announcements during the first week of June 2026, including JetPack 7.2 with NemoClaw support on Jetson, new Physical AI skills for scene reconstruction and policy training, and research advances including GraspGen-X, a foundation model for robotic grasping trained on billions of simulated grasps. NVIDIA is now working with more than 110 robot brain developers, industrial automation leaders, and humanoid pioneers, including ABB Robotics, AGIBOT, Agility, FANUC, Figure, Hexagon Robotics, KUKA, Skild AI, Universal Robots, and Yaskawa.
Symbotic Inc. (NASDAQ: SYM/quote">NASDAQ: SYM) reported second quarter fiscal 2026 revenue of $676 million, up 23% year-over-year and ahead of consensus, with adjusted EBITDA of $78 million more than doubling year-over-year and the company posting GAAP net income of $9 million. Order backlog reached a record $22.7 billion, underpinned by long-term contracts with blue-chip customers. The AI-enabled warehouse robotics company also completed its acquisition of Walmart’s Advanced Systems and Robotics business and signed a related commercial agreement to develop, build, and deploy automation systems for Walmart’s Accelerated Pickup and Delivery centers, while expanding long-term contracts with Target and Albertsons and launching a joint venture with SoftBank. Like Knightscope, Symbotic represents the downstream end of the physical AI trade, where lidar, AI software, and autonomous machines are deployed into real-world commercial operations.
On June 4, 2026, Knightscope, Inc. (NASDAQ: KSCP/quote">NASDAQ: KSCP) approved amended employment agreements for its senior executives that include multi-year performance-based cash awards tied to market capitalization thresholds of $500 million, $1 billion, $2 billion, and $3 billion, along with corresponding revenue and adjusted EBITDA targets.
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