野村-全球实体AI——产业规模化启动:执行经济学将决定赢家-Global Physical AI–Industrial scaling begins;Execution economics will decide the winners-20260223.docxVIP

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野村-全球实体AI——产业规模化启动:执行经济学将决定赢家-Global Physical AI–Industrial scaling begins;Execution economics will decide the winners-20260223.docx

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ANCHORREPORT

GlobalMarketsResearch

23February2026

Global

GlobalPhysicalAI–Industrialscalingbegins

Executioneconomicswilldecidethewinners

WhilemarketattentionremainscenteredonAIcapability,webelieveexecution

economics–manufacturingscale,

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