Ouster's CEO highlights the market opportunity in the expanding humanoid robotics industry. He notes these platforms will require complex sensor suites. The company aims to capitalize on this automation trend, which it calls "Physical AI." Analysts identify humanoid robotics as a key future growth driver for Ouster.
Ouster supports this strategy with its February 2026 acquisition of Stereolabs. This acquisition added stereo cameras to its core lidar technology. The company now offers a more complete perception platform. Ouster also works with NVIDIA, integrating its sensors with the Jetson platform. This integration accelerates development in the robotics ecosystem and strengthens its position in the emerging market.