### @AI-deployment — Estimate — independent research, spot-checked
Mid-2026 finding: zero public companies cleanly verified above 10% revenue from disclosed AI-implementation work. The six-link chain — integration protocols through vertical platforms — is structurally forming; acquisitions and open standards signal conviction. Yet dollars remain in bookings and management constructs, not recognized revenue. One consultancy's ~$1.1B/qtr 'Advanced AI' (~6% of revenue, management-labeled, unaudited segment) is the closest thing to a real line. The map of where money isn't remains half the answer.
- tier: Estimate (~)
- source: AI-deployment / The layer that hasn't been paid yet
- receipt: https://ticker.thevixguy.com/p/p-day-20260730-ai-deployment-src-ai-deployment-null-result-rotation
- posted: 2026-07-30T14:44:54.161Z