"Physical AI is most often used to refer to robots, but it increasingly encompasses every category of AI-enabled device that is already in use today – our phones, AI-enabled PCs, smart speakers, fitness trackers, Agentic glasses, and AI-enabled cars – and connects us to a digital assistant, an AI agent, or any kind of AI-enabled feature. But to drive demand at scale, this interconnected ecosystem of devices needs to start solving real problems for real people, or demand may soften.”
High-performance, power-efficient AI-capable silicon will continue to enable increasingly sophisticated AI use cases at the edge, accelerating the expansion of AI workloads into edge form factors such as devices, vehicles, IoT, and other physical AI. These edge AI use cases will increasingly complement cloud-based AI functions in an orchestrated, distributed hierarchy of AI workloads.
While edge AI is not new, 2026 product launches highlight rapid innovation and an expanding variety of AI-capable form factors.
Device and Semiconductor Vendors’ Commitment to Edge AI Expansion: Major silicon and device vendors—from established leaders like Qualcomm, Apple, and NVIDIA to players like Amazon and Google—are aggressively competing to scale edge AI in IoT, automotive, and robotics. In 2026, partnerships across semiconductors, hardware, and AI platforms will be essential to consolidate ecosystems focused on interoperability and performance.
Research Director Olivier Blanchard covers Intelligent Devices for Futurum. In addition to having co-authored several books about digital transformation and AI with Futurum Group CEO Daniel Newman, Blanchard brings considerable experience demystifying new and emerging technologies, advising clients on how best to future-proof their organizations, and helping maximize the positive impacts of technology disruption while mitigating their potentially negative effects. Follow his extended analysis on X and LinkedIn.
A US court has ruled that the defence department’s attempt to designate the Claude maker a supply-chain risk — usually reserved for America’s adversaries — amounted to ‘unlawful ...retaliation’. https://ft.trib.al/aoHeqgJ
$NVDA now earns more in a single quarter than 12 of America’s most iconic companies combined.
Thats what happens when one company becomes the core infrastructure layer behind the fastest capital ...spending cycle in tech history.
If you're asking US adults who notice how expensive everything already is if they're interested in paying extra for their next phone without really giving them reasons why, of course 75% are going to... say no.
What's more important is that 25% are still, already, saying yes.
75% of US Adults Aren't Interested in a Foldable iPhone https://www.macrumors.com/2026/08/26/most-arent-interested-in-a-foldable-iphone/
NVIDIA Is Making a Billion Dollars a Day, and the Moat Is No Longer Just Silicon
@nvidia reported $96.2 billion in revenue for the July quarter, and spread across 91 days that works out to roughly ...$1.06 billion per day, every day, weekends included. The $108 billion guide for
Starting to see these pop up in a lot of places. Working on a brutally honest note on this subject, so stay tuned for that.
Correct.
The new online safety features included in the settlement language are a much bigger deal than the financial penalty.
This outcome aims to prioritize consumer protections in the future ...rather than just punish @Meta.
$META agreeing to pay ~$16.7B to settle child safety and privacy claims sounds enormous until you put it against the earnings machine.
Meta is expected to generate ~$340M in profit per day by 2028 which means the entire settlement equals about 49 days of profit.
More importantly, ALL of these features, or some version of them, should have been built into the app experience from the start.
Minimizing harm, especially for young users, should have always been ...a priority for @Meta and other social media platforms.
A list:
Meta will enforce a two-hour daily limit on Instagram and Facebook for children as part of a record $17.1B settlement with 29 states over social media addiction claims:
• The “Productive Pauses” for children include mandatory pauses after 15 minutes of continuous use and again
The alternative was $1.4T if @Meta lost in court. Meta was smart to blink.
For reference, Meta's revenue in Q2 2026 was $60.8B, so while these state attorneys general pat themselves on the back, this... $17.1B settlement is little more than a slap on the wrist.
At up-to $17.1 billion, state attorneys general describe Meta's agreement as the largest state consumer-protection settlement outside of the tobacco settlements of the 1990s. https://bit.ly/3UjZ66r
The "NPU is dead," but @Apple just doubled its NPU's size in the M6. lol
Good to see that even in an AI-forward industry, having an army of competent human engineers and SMEs on tap remains the killer app.
The cynic will see this as ironic. I choose to see it as ...validation that competent humans > software pretending to be a competent human.
Microsoft is setting up a new organization with 6,000 employees to help businesses with the technical and strategic work of deploying artificial intelligence https://www.bloomberg.com/news/articles/2026-07-02/microsoft-mobilizes-6-000-workers-to-help-customers-adopt-ai?taid=6a4663309536b00001bc6785&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter
The missing word here is "yet."
But also, the missing word here is "yet."
At what point do those efficiency gains actually start showing up? Because right now, it feels like we've just replaced old ...tasks with new tasks attached to toll booths. I'm annoyed.
This is the key. Factset and anyone else can claim all they want that they have achieved efficiency gains from AI, but if it doesn’t show up in margins, it’s bullshit.
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