The Daily Receipts

The Bureau of Labor Statistics built a new four-tier AI exposure classification for every US occupation, combining AI-capability measures with real-world Claude and Copilot usage data mapped onto job tasks. Summing 2025 base-year employment across its 831 rated occupations, BLS's own data shows 53.2 million US workers, 31% of total employment, hold jobs rated 'Very high' AI exposure

Credo Technology, whose active electrical cables and optical DSPs connect AI accelerators inside hyperscaler racks, reported $479.0 million in quarterly revenue, up 114.7% year-over-year

Nebius Group, the AI-infrastructure and GPU-cloud operator building out data centres for AI training and inference, spent $5.7 billion on capital expenditure in the quarter to 30 June 2026, driven mainly by GPU purchases and data-centre expansion. Across the first half of 2026 it spent a total of $8.1 billion on AI infrastructure capital expenditure

Nebius Group, the AI-infrastructure and GPU-cloud operator, keeps raising its own build-out target for AI data-centre power. In its second-quarter 2026 shareholder letter, up from a forecast of more than 4 gigawatts the quarter before, the company said it now expects to end 2026 with 5 gigawatts of contracted AI data-centre power