Description:

AI is no longer just software running in the cloud. The real shift is happening in hardware, factories, and machines. This episode breaks down why the next phase of AI looks more like an industrial buildout than a software boom.

We’ll talk about:

• Why AI is moving from data centers into devices, robots, and edge systems
• How hyperscalers face margin pressure as AI runs locally, not just in the cloud
• What Wave 3 really means for robots, autonomous vehicles, and drone fleets
• How to spot real AI adoption using orders, backlogs, and PMI signals instead of hype

Keywords: AI infrastructure, AI era, physical AI, edge inference, autonomous robots, robotaxi, PMI cycle, hyperscalers, Apple AI, Tesla robots