House votes on the Ratepayer Protection Act as data center power costs become a midterm issue and the EIA projects record US electricity demand.
Noam Shazeer leaves Google for OpenAI, handing Gemini's co-lead to a rival as Alphabet loses senior AI talent and races Gemini 4 to launch.
Meta asks Applied AI engineers to manage again: an AI manager reversal that adds a second bill on top of a $1.18B severance charge.
A 37-page Pentagon instruction makes AI-assisted software development department policy, directing components to automate coding and reuse software.
Goldman Sachs raised its humanoid robot forecast to 6.5 million units by 2035, a $138 billion market that pulls chipmakers and logistics into physical AI.
SpaceX AI compute deal: $1.11 billion a month and about $13.3 billion annualized, starting December 1 on Nvidia GB300 chips in Memphis.
Anthropic, OpenAI and xAI back a slower frontier-model pace, sending Intel down 7% and repricing the AI compute trade across global chip stocks.
Google, Anthropic and OpenAI shipped new cyber AI models in September 2026, all behind vetted access programmes rather than open APIs.
ASML, TSMC, Samsung and Intel agreed an AI chip roadmap through 2033, pairing staggered High-NA EUV dates with a shift to 12-inch photomasks.
Jeff Dean's Discovery Loop valuation target reaches $50 billion, weeks after $10 billion talks, as AI capital pools into a handful of startups.
Anthropic Nasdaq IPO: the Claude maker picks the exchange for an October listing while $2 trillion valuation talk outruns its sealed filing.
OpenAI's updated ChatGPT advertising policy blocks rival image and audio AI tools from buying ads, while video generation campaigns stay allowed.
The Cohere Series E round could raise US$2-3B at a US$20B valuation, with Canada's government among expected backers of the sovereign AI developer.
Roughly 90% of the Pentagon's classified AI workloads have left Anthropic, with the final migration due by October 2026 and litigation still running.
Hyundai says a Boston Dynamics IPO is unlikely in 2027 as Atlas stays unprofitable and undeployed at scale, with a listing seen nearer 2029 or 2030.
