Machine vision and LiDAR-perception is a mapped technology theme inside Physical AI, connected to AI Factory & Cloud Training Infrastructure, Autonomy Software, Fleet Platforms & End Markets, Edge Compute & Control Silicon. Daily PXS tracks the public companies supplying this bottleneck and links each ticker to its current research state.
Machine vision and LiDAR-perception stocks and research
Machine vision and LiDAR-perception is a mapped technology theme inside Physical AI, connected to AI Factory & Cloud Training Infrastructure, Autonomy Software, Fleet Platforms & End Markets, Edge Compute & Control Silicon. Daily PXS tracks the public companies supplying this bottleneck and links each ticker to its current research state.
Physical AI turns intelligence into real-world action. Technologies that constrain compute, power, sensing, connectivity, manufacturing or movement can become public-market bottlenecks as deployment scales.
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Mapped companies
Current research snapshot for tickers mapped to this technology.
AXONAxon EnterpriseMachine vision and LiDAR-perception | Counter-UAS - attritable drones
Physical AI
Perception & Sensing
HOLD●●●●○
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$580.00Research target
6/25/26Last reviewed
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BBAIBigBear.aiMachine vision and LiDAR-perception
Physical AI
Sim-to-Real, Digital Twins & Validation
WATCH●●●○○
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$4.73Research target
6/15/26Last reviewed
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CGNXCognexMachine vision and LiDAR-perception
Physical AI
Perception & Sensing
HOLD●●●●○
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$82.00Research target
7/3/26Last reviewed
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MRCYMercury Systems IncMachine vision and LiDAR-perception
Physical AI
Autonomy Software, Fleet Platforms & End Markets
BENCH●●●○○
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140Research target
6/29/26Last reviewed
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NVDANVIDIA CorporationGAA and backside power delivery | Digital CMOS LiDAR | Machine vision and LiDAR-perception
Physical AI
Edge Compute & Control Silicon
WATCH●●●●●
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$294.97Research target
6/22/26Last reviewed
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OPTXSyntec Optics Holdings IncMachine vision and LiDAR-perception
Physical AI
Perception & Sensing
WATCH●●●○○
●●●○○
$15.10Research target
6/18/26Last reviewed
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PLTRPalantir TechnologiesMachine vision and LiDAR-perception
Physical AI
Autonomy Software, Fleet Platforms & End Markets
WATCH●●●●○
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$169.82Research target
6/18/26Last reviewed
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RTXRTX Corp (Raytheon Technologies)Counter-UAS - attritable drones | Machine vision and LiDAR-perception
Physical AI
Autonomy Software, Fleet Platforms & End Markets
WATCH●●●○○
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$226.43Research target
6/29/26Last reviewed
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SVCOSilvaco GroupMachine vision and LiDAR-perception
Physical AI
Sim-to-Real, Digital Twins & Validation
WATCH●●●○○
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$15Research target
6/25/26Last reviewed
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TASKTaskUs IncMachine vision and LiDAR-perception
Physical AI
AI Factory & Cloud Training Infrastructure
WATCH●●●○○
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$6.23Research target
6/15/26Last reviewed
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TDYTeledyne Technologies Inc.Machine vision and LiDAR-perception
Physical AI
Perception & SensingAutonomy Software, Fleet Platforms & End Markets
HOLD●●●●●
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780Research target
7/1/26Last reviewed
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TRMBTrimble IncMachine vision and LiDAR-perception | Water infrastructure and environmental permitting for AI data centers
Physical AI
Perception & Sensing
NEW BUY●●●●○
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$63.53Research target
6/18/26Last reviewed
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Technology questions
Quick context for searchers, readers and AI answer engines.
What is Machine vision and LiDAR-perception?
Machine vision and LiDAR-perception is a mapped technology theme inside Physical AI, connected to AI Factory & Cloud Training Infrastructure, Autonomy Software, Fleet Platforms & End Markets, Edge Compute & Control Silicon. Daily PXS tracks the public companies supplying this bottleneck and links each ticker to its current research state.
Which universe and layer is Machine vision and LiDAR-perception mapped to?
Machine vision and LiDAR-perception is mapped to Physical AI across AI Factory & Cloud Training Infrastructure, Autonomy Software, Fleet Platforms & End Markets, Edge Compute & Control Silicon, Perception & Sensing, Sim-to-Real, Digital Twins & Validation.
Which public companies are mapped to Machine vision and LiDAR-perception?
Daily PXS currently maps 12 public companies to Machine vision and LiDAR-perception, including AXON, BBAI, CGNX, MRCY, NVDA, OPTX, PLTR, RTX and others.