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Since early 2026, I’ve seen endless discussions around the robotics boom - specifically focusing on supply chain bottlenecks like compute chips, actuators, and battery density, LIDAR and etc. However, I almost never see the connectivity aspect brought up. As physical AI scales, reliance on local Wi-Fi or terrestrial 5G grids won't be enough. I see a massive mid-to-long-term opportunity for space-based Direct-to-Cell (D2C) networks like AST SpaceMobile. Here are a few areas where this becomes a critical bottleneck: 1) Humanoid …
— ORIGINAL POST ·
Is connectivity the overlooked bottleneck in the Robotics/Physical AI supply chain? (And the role of AST SpaceMobile)
· r/stocks
· May 23, 2026