AI Is Leaving the Cloud. Here’s Who Gets Paid When It Does.

Like
Comment
1

AI Is Leaving the Cloud. Here’s Who Gets Paid When It Does.

InvestorPlace06-23 20:55

Meet Luke Lango Physical AI crossed from theory to product in a single quarter: Microsoft shipped AI PCs with on-device inference chips, Mobileye announced a 17,000-vehicle U.S. robotaxi ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

No comments yet

Most Discussed

7x24

All

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/2645839925?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-06-23 20:55","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2645839925","market":"us","top_or_hot":-1,"title":"AI Is Leaving the Cloud. Here’s Who Gets Paid When It Does.","media":"InvestorPlace","content":"<div>\n<p>Meet Luke Lango\t\t\n\n\n\n\n\nPhysical AI crossed from theory to product in a single quarter: Microsoft shipped AI PCs with on-device inference chips, Mobileye announced a 17,000-vehicle U.S. robotaxi ...</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2026/06/ai-is-leaving-the-cloud-heres-who-gets-paid-when-it-does/\">Source Link</a>\n\n</div>\n","source":"investorplace_stock_picks","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI Is Leaving the Cloud. Here’s Who Gets Paid When It Does.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI Is Leaving the Cloud. Here’s Who Gets Paid When It Does.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-23 20:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/hypergrowthinvesting/2026/06/ai-is-leaving-the-cloud-heres-who-gets-paid-when-it-does/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meet Luke Lango\t\t\n\n\n\n\n\nPhysical AI crossed from theory to product in a single quarter: Microsoft shipped AI PCs with on-device inference chips, Mobileye announced a 17,000-vehicle U.S. robotaxi ...</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2026/06/ai-is-leaving-the-cloud-heres-who-gets-paid-when-it-does/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ROBO","symbol_name":"全球机器人自动化ETF-ROBO","start_time":0,"source_url":"https://investorplace.com/hypergrowthinvesting/2026/06/ai-is-leaving-the-cloud-heres-who-gets-paid-when-it-does/","article_id":"2645839925","we_media_id":null,"thumbnails":[],"rights":{"source":"investorplace_stock_picks","url":"https://investorplace.com/hypergrowthinvesting/2026/06/ai-is-leaving-the-cloud-heres-who-gets-paid-when-it-does/","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2645839925","pubTimestamp":1782219300,"columns":[],"sourceInfo":{"source_id":"investorplace_stock_picks","name":"InvestorPlace stock picks"},"weMediaInfo":null,"summary":"Physical AI has crossed from hype to product. Six supply chain layers — edge silicon to connectivity — and the stocks at every level.","collect":0,"end_time":0,"defaultTopTitle":"investorplace.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"ROBO":"全球机器人自动化ETF-ROBO","PTF":"Invesco Dorsey Wright Technology Momentum ETF","VGT":"信息技术ETF-Vanguard","AVGU":"2倍做多AVGO ETF-GraniteShares","TER":"泰瑞达","ROK":"罗克韦尔自动化","STM":"意法半导体","WDC":"西部数据","MSFT":"微软","AMAT":"应用材料","CIEN":"Ciena科技","MAGY":"Roundhill Magnificent Seven Covered Call ETF","AAPL":"苹果","COHR":"COHERENT","INTC":"英特尔","BULZ":"MicroSectors FANG & Innovation 3X Leveraged ETN","AGIX":"通用人工智能 ETF-AGIX","AMBA":"安霸","ARMW":"Roundhill ARM WeeklyPay ETF","SONY":"索尼","AMUU":"2倍做多AMD ETF-Direxion","MU":"美光科技","QCOM":"高通","GLW":"康宁","MRVL":"迈威尔科技","SNDK":"闪迪","CRDO":"Credo Technology Group Holding Ltd","AMD":"美国超微公司","TXN":"德州仪器","SYM":"Symbotic Inc.","MPWR":"Monolithic Power Systems","LITE":"Lumentum Holdings Inc.","AMYY":"GraniteShares YieldBOOST AMD ETF","ANET":"Arista Networks, Inc.","TSLA":"特斯拉","NVDA":"英伟达","STX":"希捷科技","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","ARTY":"ISHARES FUTURE AI & TECH ETF","MBLY":"Mobileye Global Inc.","NVDS.UK":"LS -1X NVIDIA","HON":"霍尼韦尔","AVL":"2倍做多AVGO ETF-Direxion","YMAG":"YieldMax Magnificent 7 Fund of Option Income ETF","ADI":"亚德诺","ARM":"ARM Holdings","ON":"安森美半导体","AVGO":"博通","AIPO":"Defiance AI and Power Infrastructure ETF","CGNX":"康耐视科技"},"translate_title":"人工智能正在离开云。当它发生时谁会得到报酬。","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/caf8d26ec43699fd7022cf2554c7c124","symbols_score_info":{"SONY":1,"SYM":1,"HON":1,"MBLY":1,"AMD":1,"BULZ":0.9,"ARMW":0.6,"TSLA":1,"CIEN":1,"COHR":1,"MPWR":1,"INTC":1,"LITE":1,"MAGY":0.7,"NVDS.UK":0.6,"AVGU":0.6,"CGNX":1,"AMYY":0.6,"ARTY":1.5,"AAPL":1,"MRVL":1,"ARM":1,"ROBO":0.78,"TXN":1,"AGIX":1.5,"AVGO":1,"ANET":1,"SNDK":1,"AMBA":1,"AIPO":1.5,"ON":1,"NVDA":1,"TER":1,"MSFT":1,"PTF":0.78,"AVL":0.6,"VGT":0.9,"AMUU":0.6,"ROK":1,"MU":1,"STM":1,"WDC":1,"YMAG":0.9,"ADI":1,"STX":1,"QCOM":1,"AMAT":1,"GLW":1,"CRDO":1,"CHAT":1.5},"content_text":"Meet Luke Lango\t\t\n\n\n\n\n\nPhysical AI crossed from theory to product in a single quarter: Microsoft shipped AI PCs with on-device inference chips, Mobileye announced a 17,000-vehicle U.S. robotaxi deployment, and Apple confirmed cameras in AirPods for 2027, signaling Physical AI is now a core product roadmap item for the world’s most valuable company.\nThe Physical AI supply chain has six distinct hardware layers that all need to scale simultaneously: edge AI silicon, sensors and machine vision, advanced optics, robotics and automation, memory and power, and connectivity.\nUnlike the cloud AI wave – which rewarded a handful of hyperscalers and GPU makers – Physical AI distributes revenue across the entire supply chain: every robot, wearable, AI PC, and autonomous vehicle needs chips, sensors, optics, memory, power management, and connectivity, so suppliers get paid on every unit regardless of which application wins.\n \n\n\n\n\n \n\n\nFor the better part of three years, the Physical AI narrative — the idea that AI would move off the cloud and into the physical world, powering robots, wearables, autonomous vehicles, and smart devices — played out like every great tech story does: loud, early, and mostly theoretical. \nElon Musk stood on stage and told us Optimus robots would soon be doing our laundry. Venture capitalists competed to fund the most humanoid-looking thing they could find. CNBC ran breathless segments about the robot revolution. And the stock market assigned billion-dollar valuations to companies whose most impressive product was a press release and a demo reel.\nThat was then. This is now.\nThe Proof Points Are Piling Up\nConsider what happened in a single quarter:\n\nMicrosoft (MSFT) shipped AI PCs with on-device inference chips from Qualcomm (QCOM) — real products, real volumes, real revenue.\nGenesis AI launched an industrial robot that, more than just executing programmed sequences, can reason adaptively.\nPlaud is targeting $500 million in wearable AI device sales this year.\nApplied Materials (AMAT) partnered with EssilorLuxottica to industrialize smart optical systems for AR eyewear.\nApple (AAPL) confirmed cameras in AirPods for 2027, signaling that Physical AI is now a core product roadmap item for the world’s most valuable company.\nMobileye (MBLY) announced a concrete U.S. robotaxi deployment with a scaling plan to 17,000 vehicles.\n\nSix different companies. Six different products. One underlying shift in what AI needs to run. \nWhat Physical AI Actually Means — and Why the Architecture Is Completely Different From Cloud AI \nWhat makes this cycle different from the AI wave we’ve been riding isn’t the ambition. It’s the architecture. \nCloud-based AI is about scale — throw compute at a model, let it learn, serve answers via API. Physical AI is about efficiency — get the answer right, in milliseconds, on a device with a 40-watt thermal budget, without a network connection. \nIt’s the AI inside your headphones that filters background noise before you even notice it… \nThe vision system on a warehouse robot that decides which box to pick next… \nThe autonomous vehicle perception stack that identifies a pedestrian at 60 miles per hour.\nThe requirements are completely different — and that difference runs all the way down the supply chain. \nThe Six Pillars of the Physical AI Supply Chain\nThink of Physical AI not as a single industry but as six distinct hardware categories that all need to scale simultaneously. \n1. Edge AI Silicon\nThis is the foundation. Every physical AI device needs a chip that can run inference locally — fast, cool, and cheap. Qualcomm’s Snapdragon X2, which just launched inside Microsoft’s new Surface lineup, is the clearest proof point that on-device AI silicon has crossed the viability threshold. \nArm‘s (ARM) architecture underpins virtually every mobile AI chip on the planet. Nvidia (NVDA) is pushing into embedded inference with its Jetson platform. AMD (AMD) and Intel (INTC) are fighting for their share of the AI PC market. The edge silicon war is just beginning, and the winners here get paid on every device that ships. \nKey names: QCOM, ARM, NVDA, AMD, INTC\n2. Sensors & Machine Vision\nImage sensors, depth cameras, radar, lidar, microphones — these are the eyes and ears of every robot, wearable, and autonomous vehicle. \nThe AMAT-EssilorLuxottica partnership to develop intelligent optical systems for AR eyewear tells you everything: the optics industry is being recruited into the AI supply chain at the component level. Apple’s forthcoming AI AirPods with embedded cameras will drive a new demand cycle for miniaturized sensor modules. \nKey names: Ambarella (AMBA), ON Semiconductor (ON), STMicroelectronics (STM), Sony (SONY), Cognex (CGNX)\n3. Advanced Optics\nAR glasses and AI eyewear aren’t a consumer curiosity anymore — they’re a hardware category. And the bottleneck? Optics. \nWaveguides, photonic displays, specialty glass, and laser projection systems are what separate a pair of glasses from a heads-up display. Corning (GLW) and Coherent (COHR) are two of the most underappreciated Physical AI plays in the market for precisely this reason. Applied Materials’ pivot into intelligent optics manufacturing signals how seriously the semiconductor equipment industry is taking this category. \nKey names: AMAT, GLW, Lumentum (LITE), COHR\n4. Robotics & Industrial Automation\nGenesis AI’s Eno robot isn’t interesting because it’s humanoid — it’s interesting because it reasons. That’s the leap from industrial automation 1.0 (programmed motion) to Physical AI 1.0 (adaptive intelligence). \nCompanies like Symbotic (SYM), Teradyne (TER), Rockwell Automation (ROK), and Honeywell (HON) are already deploying AI-driven automation in factories and warehouses at scale. Tesla‘s (TSLA) Optimus is the flashy version; the boring but lucrative version is already running in distribution centers across America. \nKey names: SYM, TER, ROK, HON, TSLA\n5. Memory, Storage & Power\nOn-device AI needs more local memory than anyone planned for. That means Low Power Double Data Rate 6 (LPDDR6) RAM, expanded NAND storage, power management integrated circuits (PMICs) that can handle burst inference workloads, and analog semiconductors for signal processing. \nMicron (MU) is already winning here with its LPCAMM modules for AI PCs. The storage plays — Seagate (STX), Western Digital (WDC), SanDisk (SNDK) — get a demand tailwind as every edge device needs local model storage. \nKey names: MU, STX, WDC, SNDK, Monolithic Power (MPWR), Analog Devices (ADI), Texas Instruments (TXN).\n6. Connectivity & Infrastructure\nEven edge AI needs the cloud. Local inference handles the latency-sensitive tasks; cloud AI handles the heavy lifting — model updates, data sync, fleet coordination for robotaxis, telemetry from billions of wearables. \nThat means the optical networking and connectivity layer is a direct beneficiary of Physical AI scaling. Robotaxis syncing to the cloud. AR glasses streaming map data. Industrial robots phoning home with diagnostic telemetry. Broadcom (AVGO), Marvell (MRVL), Arista (ANET), Ciena (CIEN), Credo (CRDO), and Corning are all toll roads on that data highway. \nKey names: AVGO, MRVL, ANET, CRDO, CIEN, GLW\nThe Investor’s Guide: Own the Picks and Shovels for the Biggest Hardware Cycle Since the Smartphone\nNobody made more money in the California Gold Rush by panning for gold. The real fortunes went to the people selling the equipment.\nPhysical AI follows the same logic — with one important difference. \nIn the Gold Rush, you could only sell one pan at a time. In Physical AI, every device that ships — every robot, wearable, AI PC, and autonomous vehicle — needs chips, sensors, optics, memory, power management, and connectivity. The suppliers don’t need to pick the winning application. They get paid on every unit, across every category, regardless of which company’s robot ends up in your warehouse or which AR glasses end up on your face.\nThe transition from cloud AI to Physical AI is the single biggest hardware cycle since the smartphone. And like the smartphone, the companies that win aren’t just the device makers — they’re the entire supply chain underneath them.\nThe hype was right. It just took the hardware a few years to catch up. \nThe names in this piece — the edge silicon suppliers, the sensor makers, the optics companies, the memory and connectivity plays — are the public-market expression of that thesis. But the smartest money isn’t just moving into the obvious trades. \nTake Peter Thiel’s most recent 13F, for example: zero shares of Nvidia, Apple, Microsoft, or Tesla. Not trimmed — liquidated entirely. His private fund, meanwhile, has been quietly building positions in energy infrastructure, nuclear power, chip fabrication, and natural resources — the physical backbone of everything described in this piece.\nHe can’t buy most of those positions publicly. \nSeven of them, however, have a backdoor…\nAnd we think they’re among the most compelling AI plays hiding in plain sight.\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nSubmit\n\n\n\n\n\n\n\n Luke Lango\nEditor, Hypergrowth Investing\n\n\nMeet Luke Lango\nBy uncovering early investments in hypergrowth industries, Luke Lango puts you on the ground-floor of world-changing megatrends.\n\n\n\n\n\t\t\t\tLearn more about Luke\t\t\t\n\n\n\n\n\nArticle printed from InvestorPlace Media, https://investorplace.com/hypergrowthinvesting/2026/06/ai-is-leaving-the-cloud-heres-who-gets-paid-when-it-does/.\n©2026 InvestorPlace Media, LLC","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}