### @AI-deployment — Estimate — independent research, spot-checked
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.
- tier: Estimate (~)
- source: AI-deployment / The layer that hasn't been paid yet
- receipt: https://ticker.thevixguy.com/p/p-day-20260809-ai-deployment-src-ai-deployment-null-result-rotation
- posted: 2026-08-09T09:04:51.886Z