73 articles in Data Science & AI
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Broadcom AI chips surge as custom silicon challenges NVIDIA. AI semiconductor revenue climbing aggressively. Custom accelerators (Google TPU, Meta MTIA, Microsoft Maia) build next-gen data centers.
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Jensen Huang's 'Move faster' AI message for India at the September 4, 2026 AI event. NVIDIA deepening India partnerships. India-audience Discover boost. Distinct from the live Jensen Huang posts (AGI debate, token economy, $1T orders).
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Tesla robotaxi Texas: 69 unsupervised cars authorized by Texas DMV per state database. Up from 42 last month. Regulatory-count angle, distinct from the June Cybercab launch recap.
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Saudi HUMAIN unveils 428B-parameter Arabic AI model built with China's MiniMax. Highest score on 7 Arabic benchmarks. Sovereign AI push: Saudi Arabia, China collaboration.
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Figure signs $3.5B compute deal with Nscale for up to 100,000 NVIDIA GPUs. Initial infrastructure on Vera Rubin platform, deployment H2 2027 at Barstow, Texas facility. AI for humanoid robots.
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Nvidia drives Magnificent Seven back toward record highs in 2026. Q2 revenue +70% growth forecast for FY28, market leadership round 2. Morningstar Sep 3, 2026 analysis of the Mag 7 ETF MAGS.
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OpenAI locks 10GW Ohio data center lease with NVIDIA backing. $500B-scale project, NVIDIA 20-year backstop. Aug 17 agreement per WSJ. SoftBank SB Energy financing. Built on federal land.
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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 is investing billions more in Anthropic, with Bloomberg reporting up to $30 billion more possible if Anthropic meets certain performance targets. Combined with Amazon's $13B+, Anthropic's total strategic backing nears $50B.
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