Baillie Gifford & Co

The big four incumbents in robotics are gearing up for a challenge. In a reshaping global industry, they are readying themselves for the march of the cobots.

Signs are pointing to a potential shift in favour of international markets, after more than a decade of US equities’ dominance. When has this happened before, and what’s ahead?

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Big reforms mean domestic growth could match the country’s export success. Investment manager Roderick Snell explores why.

California enacts Senate Bill 1246, requiring autonomous-vehicle companies including Tesla, Waymo, and Zoox to provide local support when robotaxis disrupt traffic or interfere with emergency responders. Signed by Governor Gavin Newsom, the law allows penalties when a vehicle blocks police or firefighters for more than 30 minutes and restricts remote drivers to U.S.-based, licensed operators. It takes effect in July 2028, with implementation details still to be set by the Department of Motor Vehicles.

Oct 2026 · TechCrunchNews article

Nex secures $150 million in Series E funding as sales of its family-oriented active console, Nex Playground, surpass one million units. Its subscriber base has grown sevenfold in 18 months to nearly one million, and Nex expects to cross that threshold by year-end. The funding supports expansion into Germany, Japan, and Korea, while former Niantic and Zynga CFO Jeff Shouger joins as CFO and Bing Gordon joins the board.

Sep 2026 · GamesIndustry.bizNews article

Kepler Computing, a San Jose startup founded in 2018, says its new high-bandwidth memory architecture could ease chip supply bottlenecks. The company, founded by physicists and computer scientists, says its 3D-stacking approach and proprietary material can increase density without relying on costly extreme-ultraviolet lithography; producing the technology at scale remains necessary to address the global memory shortage.

Sep 2026 · WiredNews article

Hadrian raises $1.37 billion at a $7.87 billion valuation to expand its automated manufacturing facilities. Lead investors include WCM Investment Management, Washington Harbour Partners, Valor Equity Partners, 137 Ventures, and Baillie Gifford, with participation from firms including CapitalG, Andreessen Horowitz, and Founders Fund. The company mass-produces parts for military vehicles and opened its fourth facility, in Alabama, to produce submarine parts.

Aug 2026 · TechCrunchNews article