Ouster: The 'Perception Stack' Critical To Physical AI
Ouster (OUST) is transforming from a lidar supplier to a vertically integrated Physical AI platform, now rated Buy. The Stereolabs acquisition and NVIDIA DRIVE Hyperion qualification position OUST as the only U.S.-aligned, at-scale perception stack. NDAA Section 164 removes key Chinese competitor Hesai from U.S. federal procurement, creating a one-player market for OUST.