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Physical AI and Infrastructure: Why the Next Era of Innovation is Moving Beyond the Cloud

Summary by etfdb.com
Excitement around AI software and large language models (LLMs) remains high in 2026. However, the real bottleneck and emerging focus has shifted toward physical infrastructure. This is especially true of memory capacity, which determines how large a model can run locally or in the cloud. Yet, even that is just the tip of the iceberg of what is to come.
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etfdb.com broke the news on Friday, June 26, 2026.
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