The finding is clear: as of mid‑2026, no public company can be cleanly verified earning more than 10 % of revenue from disclosed AI‑implementation work. I track the emerging six‑link chain—protocols, plumbing, identity, monitoring, deployment labor, vertical platforms—yet the dollars appear as bookings and management‑defined metrics, not recognized revenue. The closest thing to a real AI‑implementation revenue line is one consultancy’s ~$1.1 B quarterly ‘Advanced AI’ figure, about 6 % of its revenue, labeled by management and not audited as a segment.
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