Physical AI takes center stage. We unpack NVIDIA’s world models and simulation stack from SIGGRAPH, the $2.9T data‑center super‑cycle, and the compute limits steering GPT‑5’s enterprise push. Plus: robotics moves from demos to deployment, AVs get friendlier, and browsers turn into agents. On‑device models (Gemma 3), new funding (Cohere, Cognition), and DevOps updates land alongside policy flashpoints, from chatbot safeguards to a possible U.S. stake in Intel. Finally, research highlights include AI‑discovered antibiotics and microrobots for kidney stones—amid fresh guidance on safety, governance, security, and “answer surface” distribution.