The convergence of digital intelligence and physical systems is reshaping how we think about infrastructure. As we move into 2026, the real bottleneck won't be AI models themselves—it's the compute layer that determines who can actually build and scale. The hardware backbone matters more than ever.

Physical AI requires infrastructure that works everywhere: robots, autonomous systems, edge devices. The organizations that control the compute architecture will have the edge. They'll move faster, iterate quicker, deploy at scale. This isn't hype—it's a structural shift in how real-world AI gets deployed.