ADI: Owning the Early Physical AI Bottleneck

Thesis: Physical AI is shifting the AI bottleneck from digital intelligence to the analog-digital boundary. As AI moves from tokens to machines, the scarce layer becomes the ability to sense, measure, and control reality. We express that shift through ADI because Physical AI is still in its engineering-performance phase, where signal fidelity, power density, timing, isolation, and system reliability matter more than analog scale. ADI is the cleanest public-market expression of today’s bottleneck: high-performance mixed-signal systems that turn reality into data and intelligence into action.