The Daily Receipts

Stanford's 2026 AI Index cites a study that pitted Microsoft's AI Diagnostic Orchestrator, paired with OpenAI's o3 reasoning model, against 21 practicing physicians with five to twenty years of experience working unaided on diagnostically challenging New England Journal of Medicine cases. The AI system's accuracy reached 85.5%, versus about 20% for the unaided physicians

Stanford's 2026 AI Index mined the Web of Science database for AI-related publications across the natural sciences -- physics, chemistry, life sciences and earth science -- and found the count reached roughly 80,150 AI-related science publications in 2025, up 26% from 2024

Palantir's CEO called it a 'sovereign AI revolution' quarter: in the three months to 30 June 2026, the company's US commercial revenue, the corporate side of its AI platform business, grew 149% year-over-year and 28% quarter-over-quarter to $764 million in Palantir US commercial revenue

TrendForce's AI server industry research finds global data-centre power demand capacity on pace to hit 161 gigawatts in 2026, up about 31% year-over-year, with AI servers alone accounting for nearly 25% of that demand in 2025 -- a share TrendForce expects to climb past 40% of global data-centre power demand by 2027

DRAM supply will stay tight through 2027 and HBM4e validation timelines remain uncertain, TrendForce says -- pressure serious enough that Nvidia is now evaluating scaled-back HBM configurations for its Rubin Ultra chips. Even so, TrendForce projects HBM bit shipments will grow year-over-year in 2027 by 50-60% YoY HBM bit-shipment growth in 2027 -- still short of demand

About 20% of Finland's workforce holds jobs with high AI exposure but low complementarity — including software developers, finance professionals and administrative staff — putting them at greater risk of job displacement, per IMF analysis of 2023 EU labor data 20%