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Editor’s note: “The Physical AI Proof Points Are Suddenly Everywhere” was previously published in June 2026 with the title “AI Is Leaving the Cloud. Here’s Who Gets Paid When It Does.” It has since been updated to include the most relevant information available.
For the first phase of the AI boom, intelligence lived mostly behind a screen.
You typed a prompt. A model answered. Maybe it wrote code, summarized a document, generated an image, or helped draft an email.
Useful? Absolutely.
