BlackBerry

BlackBerry is pivoting from its iconic phones to become a leader in physical AI, specifically robotics. Its safety-critical QNX operating system, already dominant in automotive, is now being expanded into industrial automation, automated warehouses, and medical devices. This strategic shift, focusing on specialized applications rather than humanoid robots, is driving significant growth and investor confidence, with the company citing a substantial backlog for QNX software in this burgeoning sector.