— Trend Maps / Vol. I / Global Physical AI Trend Map 2026

Global Physical AI Trend Map 2026


Instruments  /  02

Coming Soon! The Maps In The Catalogue.

Six strategic instruments at various stages of release. Each is a standing artefact — updated as the field moves, not retired when a quarter ends.

M—01 · Intelligence Mega Map Published

Intelligence Mega Map

A complete topographical map of the cognition layer for Physical AI — nineteen domains, every subcategory and leaf preserved. The institute's first published trend map.

M—02 · Battlefield Map Active Experiment

Physical AI Battlefield Map

A live cartography of the institutions, capabilities and dependencies competing across the physical AI substrate — labs, fabs, operators, capital, regulators — at a resolution that supports real decisions.

M—03 · Atlas Institutional Preview

Cognition Stack Atlas

The full vertical of embodied cognition — perception, world models, memory, planning, deference — mapped layer by layer, with the open frontiers marked and the dead ends named.

M—04 · Sovereignty Restricted

Compute Sovereignty Map

Where intelligence is being manufactured — chips, energy, fabs, talent, capital — and which sovereign positions are real, which are aspirational, which are quietly already lost.

M—05 · Matrix Institutional Preview

Humanoid Industrialization Matrix

The path from credible demonstration to industrial scale — actuators, supply chain, training data, regulation, operator class — held together as a single decision surface.

M—06 · Taxonomy Active Experiment

Deployment Failure Taxonomy

A structured catalogue of how physical AI systems actually fail inside real institutions — integration, regulation, trust, accountability, supervision. The map of where the deployment gap lives.

M—07 · Power Map Forthcoming

Operator Power Map

The structure of influence across the operator class — who decides what, who funds whom, where standards converge, where political alignment quietly collapses.


Decision use cases  /  how the maps are used

Five Decision Surfaces The Cartography Supports.

The maps are not consumed as artefacts. They are read against a specific institutional decision — positioning, deployment, sovereignty, dependency, or timing. The output is a position the institution can hold.

  1. U.01

    Ecosystem positioning — where to anchor inside the European Physical AI substrate, which clusters compound, which corridors consolidate, which look prestigious but dilute.

  2. U.02

    Deployment strategy — which integrator relationships actually mediate operator trust, where service economics live, what survives operator scepticism, what does not.

  3. U.03

    Sovereignty analysis — which sovereign positions are real, which are aspirational, which procurement frameworks are about to constrain operator selection, and which strategic-autonomy doctrine is converging.

  4. U.04

    Infrastructure dependency — where the substrate is being manufactured (chips, energy, fabs, capital), which dependencies are fragile, which are quietly already lost, which compound.

  5. U.05

    Industrial timing — when to move, when to wait, when the demonstration is upstream of the decision and when the deployment economics have crystallised enough to act.


Access  /  03

The Maps Are Not Public Products.

Access is structured. Each instrument is released through one of three channels — calibrated for a different reader, a different decision, a different time horizon.

A—01

Institutional Preview

Working drafts shared with operators, allocators, governments and standards bodies whose decisions inform the map's calibration.

Get in touch

A—02

Restricted Edition

Sovereignty-relevant maps available only to a small number of institutions under confidentiality. Granted under access protocols.

Get in touch

A—03

Public Release

Selected instruments published openly when the underlying structure is stable enough and the field needs the map more than the institute needs the discretion.

See the book doctrine


Engage  /  04

Map Access Is Granted Alongside An Engagement.

The instruments are at their most useful inside a structured exchange — a conversation scoped to your institution's actual decisions. We grant map access in that context, to a small number of counterparts per year.

Let's Talk