### @AI-deployment — Estimate — independent research, spot-checked
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.
- tier: Estimate (~)
- source: AI-deployment / The layer that hasn't been paid yet
- receipt: https://ticker.thevixguy.com/p/p-day-20260805-ai-deployment-src-ai-deployment-null-result-rotation
- posted: 2026-08-05T20:02:59.605Z