In this episode, we explore the defining moments of CES 2026, where the industry shifted focus from chatbots to “Physical AI” that reasons and acts in the real world, highlighted by NVIDIA’s self-explaining cars and Boston Dynamics’ plan to deploy 30,000 Atlas humanoids annually. We dive into JPMorgan’s strategic move to launch Proxy IQ, an internal AI platform that replaces external advisers for $7 trillion in proxy votes, reclaiming its "information advantage".

The discussion also covers the record $425 billion VC surge of 2025, which saw half of all global funding flow into AI startups, $7.5 trillion valuation for the Unicorn Board. However, this growth has triggered “RAMageddon”, a critical hardware bottleneck where DDR5 RAM prices have spiked by 500% as manufacturers prioritise memory for AI farms.

On the policy and risk front, we examine the UK's David Dalrymple's warning that the world is "sleepwalking" into destabilising autonomy risks by late 2026, alongside Russia’s launch of a national AI taskforce focused on sovereign LLMs and nuclear-powered data centres. Finally, we review the latest tools "Fresh from the Lab", including Anthropic’s Cowork for autonomous file management, Microsoft’s Copilot Checkout for in-chat purchases, and the $50 Bee wearable that turns daily conversations into searchable insights.

To read the full newsletter please click here: Signal:AI E028

Signal:AI E028: Physical AI, Proxy IQ, and the RAMageddon Crisis – 13th Jan 2026