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The first wave of AI transformed how we create, search, and communicate. The next wave is transforming how the physical economy operates. Around the world, AI is rapidly moving beyond software into autonomous vehicles, robotics, intelligent logistics, advanced manufacturing, and consumer devices. What were once research projects are becoming commercial, deployed products, turning factories, warehouses, city streets, and homes into testing grounds for embodied intelligence. What does it take to move from an impressive demo to a usable technology that works reliably at scale? Which settings—from industrial production and logistics to retail, elder care, and the home—will be transformed first, and which will take the longest? As AI investment continues to accelerate globally, what should businesses and investors watch for in separating genuine breakthroughs from hype?
