🔎 TODAY’S DAILY SIFT: THE MACHINE AI is crossing a boundary. From answering. To acting. NVIDIA released Isaac ROS 5.0 today, bringing agentic AI deeper into robotics. Machines increasingly need to perceive, reason and act inside the physical world. Banks are simultaneously warning about AI shopping agents making purchases, handling credentials and potentially exposing consumers to fraud. And Amazon is blocking Meta’s Muse from its marketplace. That fight is bigger than shopping. It is about who controls the transaction when an AI acts for you. Meanwhile the infrastructure underneath AI is becoming so capital intensive that bond investors are demanding more compensation to finance it. Hyperscaler debt issuance could reach $420 billion next year. Different stories. Same signal. AI is acquiring agency. Robots give it hands. Agents give it purchasing power. Data centers give it industrial scale infrastructure. The next AI battle will not simply be about intelligence....