Multiple sources are clustering around model capability, release cadence, and benchmark movement. Evidence spans 25 current source-backed items.

Policy and trust signals are clustering around governance, provenance, safety testing, and institutional control. Evidence spans 10 current source-backed items.

The current evidence points to compute, serving cost, data centers, and hardware supply as active constraints. Evidence spans 15 current source-backed items.

Market structure signals are clustering around capital flows, strategic partnerships, and consolidation pressure. Evidence spans 8 current source-backed items.

Embodied AI evidence is clustering around robotics deployment, simulation transfer, and autonomy in physical environments. Evidence spans 3 current source-backed items.