New surveys from PwC, Workday, and Section are being read as evidence that AI is overhyped, but the real story is simpler: companies that deeply integrate AI into core workflows are nearly three times more likely to see real financial gains, while everyone else stalls. This is not a story about AI capability—it’s a story about leadership, integration, and execution. In the headlines: Apple explores a new AI device form factor, Meta previews internally trained models, and Congress moves to tighten oversight of advanced chip exports.

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