The Journal's Steven Rosenbush reports Nvidia pushing corporate AI toward its next frontier, the factory floor, arguing that after a bumpy start, enterprise demand is picking up. Corporate adoption has faced real challenges, but the momentum is turning.
Jeremy Korst is quoted on what the data shows: "Our third annual study shows a clear inflection point. GenAI is delivering measurable returns." The Wharton/GBK research behind that line marks the move from experimentation to ROI that the broader market is now feeling.
The way we see it, an inflection point is a flywheel starting to turn. Measurable returns fund deeper capability, which funds more ambitious deployment. The organizations that capture the next frontier, physical AI included, will be the ones whose Core is already strong enough to absorb it.
So what: The inflection is real, but it rewards readiness. New frontier, same rule: start where your organization can actually turn the technology into returns.
