Google rebuilds the smartphone around AI: Pixel 10, Gemini Live/Nano, Gemini for Home, and end‑to‑end C2PA. We cover the privacy drumbeat (Grok link leaks, Copilot logging, CodeRabbit RCE), Meta’s AI shake‑up and market skepticism, and the compute-power race: OpenAI‑Oracle’s multi‑gigawatt buildout and Google’s nuclear deal. Plus Nvidia’s China‑bound Blackwell, open‑weights breakthroughs, and fresh funding from Databricks to Field AI. Developers get agentic workflows; consumers see smartglasses and AI‑dubbed Reels. We close with policy shifts (stablecoin law), research on memorization and solar storms, and why governance, observability, and personalization will define the next wave.