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Gina Chung, Locus Robotics | theCUBE + NYSE Wired: Physical AI & Robotics Analytics Table
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In this interview from theCUBE + NYSE Wired: Physical AI & Robotics, Gina Chung, chief strategy officer of Locus Robotics, joins theCUBE + NYSE Wired's Gemma Allen to discuss how autonomous mobile robots are rewriting the economics of warehouse fulfillment. Chung details how Locus now operates more than 22,000 robots across 360 fulfillment centers, logging over 150 million mission miles. She explains how the robots cut associate travel time by up to 90%, driving a 2 to 3x lift in productivity. Chung breaks down the company's pioneering robots-as-a-service model, which shifts warehouse automation from a capital expense to a flexible operating cost. The conversation also explores how Locus is scaling fleets to meet seasonal demand, with customers adding hundreds of robots during peak holiday periods and returning them once volumes normalize. Chung highlights the company's data advantage, built on more than 8.5 billion picks processed through its LocusONE platform, which fuels continuous performance gains and product innovation. She touches on the competitive landscape, noting Locus' roughly 75% share of the flexible warehouse automation market and its position as the only US-based manufacturer of these robots amid new federal scrutiny of foreign-made robotics. Chung also introduces Locus Array, a new fully autonomous picking and packing system powered by reinforcement learning, and shares that the company has raised close to $500 million as it wraps up its Series G. From balancing compute costs with robot intelligence to building a durable hardware moat, Chung outlines why robotics remains a magnet for investor interest even as software valuations cool. Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ 00:00 - Robotics and AI in Warehouse Fulfillment 02:39 - Robots as a Service and Lifecycle Maintenance 05:19 - Scaling Robot Fleets for Seasonal Demand 07:25 - Warehouse Data Ownership and Robotics Optimization 10:40 - Balancing Robot Intelligence and Compute Costs 12:48 - Locus Array Automation and Series G Funding #theCUBE #PhysicalAIRobotics #theCUBEresearch #NYSEWired #LocusRobotics #Robotics
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