The week the infrastructure caught up to the ambition. Big Tech is on track to spend $700B on AI infrastructure in 2026 — and the revenue is starting to match. Google Cloud grew 63%; Microsoft AI hit $37B ARR. Grok 4.3 cut prices 40% with voice cloning baked in. DeepSeek V4 shipped a trillion-parameter open base model under MIT. Cursor turned its harness into a platform. The Pentagon signed AI deals with seven companies and excluded the one that said no. China blocked a $2B Manus acquisition to keep the talent inside. And GitHub admitted it needs 30x capacity now. Sixteen stories. Six voices. The capability curve is still going up.