Industry Research
Engineering & Energy
CMU's specialty in deep tech and robotics makes this our highest-conviction terrain. We follow hardware, energy, and climate companies turning frontier engineering into real systems, where technical defensibility is the moat and the bar for execution is high.
The coverage report
Read the Engineering & Energy report.
Compiled by our 2025–26 analyst class, market trends, dynamics, and the companies worth watching. Flip through it below, or open it full-screen.
Inside the track
What this coverage digs into.
Where we focus
Robotics & automation
Physical systems and autonomy from CMU's Robotics Institute and beyond.
Energy & climate
Generation, storage, and decarbonization technologies.
Advanced manufacturing
New materials and processes for building real things.
Deep tech
Frontier engineering with hard technical defensibility.
What we watch
- Technical risk vs. market timing
- Capital intensity and the path to scale
- Policy and incentives as tailwinds
The team
Led by our industry experts.
Each report is led by industry associates and built out by a class of analysts. This cycle's team is being announced soon.
Keep exploring