Charge Robotics builds portable robotic factories that assemble utility-scale solar farms on site. Solar module costs have collapsed, but installation has not: a large project still requires hundreds of workers repeatedly lifting, positioning, and torquing heavy panels in the field, which makes labour availability, not panel price, the binding constraint on how fast capacity gets built. Charge ships a containerised assembly system to the site, where it receives components and produces completed panel rows that are then placed in position.

This is factory automation applied to a construction problem, and the return shows up as schedule certainty and reduced dependence on scarce skilled crews rather than as a lower bill of materials alone. Backed since 2022 and funded through a 22 million dollar Series B in 2025, Charge fits an AI infrastructure thesis in the literal sense: the electricity that data centres and industrial electrification demand has to be physically built, and building it faster is the bottleneck. Labour scarcity in construction is structural rather than cyclical, which keeps the demand for this durable.