Edition Summary (20 Pages)

Reports that OpenAI’s annualised revenue was roughly US$20 billion below earlier estimates unsettled AI-related shares and intensified scrutiny of debt-funded infrastructure expansion. Google introduced a persistent Gemini workplace agent capable of coordinating tasks across business applications, while Microsoft advanced on-device AI and agent security controls and ServiceNow promoted continuous workflow automation. Anthropic expanded critical-infrastructure cybersecurity programmes, released a lower-cost Claude model and tightened policies governing AI misuse. Nvidia announced major US research investments, while Samsung forecast record profits driven by AI memory demand, despite growing questions about infrastructure spending sustainability. Meanwhile, OpenAI’s release of 722 AI-generated mathematical manuscripts prompted debate over scientific verification, research standards and the implications of AI-assisted discovery.