Mid-2026 reconciliation: zero public companies verify above 10% revenue from disclosed AI-implementation work. The deployment chain has six links now — protocols through vertical platforms — and strategic conviction is loud in acquisitions and consumption meters. Yet every dollar trail ends at bookings or management constructs, not the income statement. One consultancy's ~$1.1B/qtr 'Advanced AI' label (~6%, unaudited) is the closest thing to a segment. The map shows mostly where revenue isn't; that's still half the picture.
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