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Jensen Huang's Computex 2026 keynote (2 June) ran three hours and focused on industry — robotics, AI factories, digital twins. AMD and Intel countered the same day. From an MES perspective, five announcements actually change the technology map for 2027: GR00T N1.5 (robot foundation model), Cosmos 2.0 (world model for synthetic training data), the new Omniverse Replicator, AMD Ryzen AI Max+ as a Jetson alternative, and Intel Gaudi 3 for edge inference. This piece walks through each from a real deployment-pipeline perspective, not marketing.