Krux
February 10, 2026
Ouster Snaps Up StereoLabs to Build Physical AI Powerhouse
Published: February 10, 2026 at 12:45 AM
Updated: February 10, 2026 at 12:45 AM
100-word summary
Lidar leader Ouster (NASDAQ: OUST) closed its $35M+ acquisition of StereoLabs on February 4, 2026, creating what they're calling Physical AI's first unified sensing and perception platform. The deal merges Ouster's digital lidar with StereoLabs' 90,000+ shipped ZED cameras, AI compute, and perception software used by 10,000+ customers across robotics and industrial sectors. StereoLabs pulled in $16M revenue in 2025 and is already EBITDA positive. Co-founders stay on to lead the now-subsidiary. This could accelerate sensor fusion tech for autonomous systems, unifying vision and lidar into one stack.
What happened
Lidar leader Ouster (NASDAQ: OUST) closed its $35M+ acquisition of StereoLabs on February 4, 2026, creating what they're calling Physical AI's first unified sensing and perception platform. The deal merges Ouster's digital lidar with StereoLabs' 90,000+ shipped ZED cameras, AI compute, and perception software used by 10,000+ customers across robotics and industrial sectors. StereoLabs pulled in $16M revenue in 2025 and is already EBITDA positive. Co-founders stay on to lead the now-subsidiary.
Why it matters
This could accelerate sensor fusion tech for autonomous systems, unifying vision and lidar into one stack.