#robotics #ai #datacenter - Zeno Mercer Says Robotic Bear Case "Harder to Find" as AI Accelerates: Schwab Network

30 August 2026

Zeno Mercer discusses AI's transition into the physical world through robotics and why it's "getting harder and harder" to find a bear case in the sector. He outlines how the data center buildout is backing the transition to physical AI and the sectors he expects to benefit from it.