164 articles in Data Science & AI · Free

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Nvidia drives the Magnificent Seven back toward record highs in September 2026. The MAGS ETF at $70.63 within 0.4 percent of the May 2025 ATH, NVIDIA's +45% YTD versus Tesla at -10% YTD, the Q2 FY2026 +56% revenue beat, and the AI trade's resilience — what US investors are watching next.

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OpenAI locks 10GW Ohio data center lease with NVIDIA 20-year backstop. 500B Stargate project on federal land with SoftBank SB Energy financing, first 1GW operational Q4 2027, full 10GW by 2030.

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NVIDIA RTX Spark AI PCs launch October 2026 — Lenovo and Acer Windows PCs with Blackwell graphics + Grace CPU. On-device AI to reduce cloud costs. Distinct from the $7,999 DGX Spark workstation.

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Anthropic researchers raise alarm over AI acceleration, warning of threat to humanity. NYT report Sep 9, 2026. Distinct from the Sep 3 training pause story — this is the researcher letter / internal dissent angle.

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Anthropic is in early talks to rent Azure servers with Microsoft's Maia 200 chips, per The Information. The deal would extend Anthropic's compute strategy beyond AWS Trainium and Google Cloud TPUs to Microsoft Azure.

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The Pentagon struck classified AI deals with OpenAI, Google, Microsoft, Amazon, Nvidia, xAI, and Reflection on May 1, 2026, but left out Anthropic, which the Defense Department declared a supply-chain risk over red-line disputes.

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Google Anthropic 2026 investment: 10 billion initial plus up to 30 billion conditional. Plus Amazon's 13 billion-plus committed and what it means for OpenAI and the enterprise AI market.

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Microsoft is replacing OpenAI and Anthropic models with its own MAI (Microsoft AI) models in Excel, Outlook, and other Office apps, per Bloomberg reporting. Tens of thousands of AI prompts per week now completed with MAI models.

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Anthropic filed confidentially for an IPO on June 1, 2026, just days after raising $65 billion in a Series H funding round that pushed its valuation to $965 billion. Here's what the filing signals for the AI industry's public-market debut cycle.

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Apple's revamped Siri with Google Gemini integration launched September 9, 2026 alongside iOS 27. Reference Image addresses AI provenance, Siri Recap is the first ambient AI feature. Here's what Apple's AI strategy actually delivers in 2026.

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Apple launched the Watch Series 12 and Ultra 4 with ceramic back, new AI Recap feature, and health-tracking upgrades. AirPods 5 with heart-rate tracking. All part of the Sept 9 Surprise and Shine event under CEO John Ternus.

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Apple's first foldable phone, the iPhone Duo, launches in October 2026 starting at $1,999 (up to $3,000 for 2TB). 5.5-inch outer display, 7.8-inch inner display, Apple Pencil support, dark blue and white color options.
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