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In this interview from the Machina AI Summit 2026 in Paris, Reyk Knuhtsen, analyst at SemiAnalysis LLC, joins theCUBE's John Furrier to discuss how physical AI is crossing the threshold from research and demos into viable enterprise deployment. Knuhtsen observes a meaningful shift on the show floor: rather than chasing broad AI generality, companies are targeting application-specific robotics deployments, where solving a defined task well enough in a factory pocket or warehouse aisle is already converting pilots into paying customers. He advocates for a seque...Read more