Blackberry: Has The Potential To Become The Operating System For Physical AI

2026-05-28 07:45:04 ET

The Blackberry Investment Thesis

BlackBerry Limited ( BB ) is currently in a transitional phase. In my opinion, the company is positioning itself so that it could become one of the main beneficiaries of physical AI. The point is that BlackBerry's QNX could become the operating system of the future. Blackberry has previously shown that they can develop secure and reliable operating systems for mobile phones that are virtually error-free. If BlackBerry applies these core competencies to the robotics market, it is highly likely that they will become one of the main players....

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