The Daily Receipts

Vistra, the power generator that has signed long-term nuclear supply deals with Meta and Amazon for their AI data centres, said in its second-quarter 2026 earnings release that it has made an initial commitment of up to $1.0 billion to Helix Digital Infrastructure, a new AI-power venture with Nvidia and KKR

Video generation models can now produce visually convincing footage, but Stanford's 2026 AI Index finds they still struggle to get the physics and consistency right. On VBench-2.0, which scores videos for human-aligned faithfulness to reality rather than visual polish alone, no model evaluated in early 2026 topped a total score of Veo 3 leads the VBench-2.0 video-realism benchmark at 66.7% — no AI video model tested tops 67%

Every advanced AI chip needs 2.5D packaging before it ships, and TSMC's CoWoS lines have been the industry's tightest bottleneck. TrendForce expects the shortfall between what customers want and what TSMC can supply to ease as capacity ramps toward 200,000 wafers a month industry-wide, narrowing by the end of 2026 from TSMC's CoWoS supply-demand gap narrowing from about 20% to roughly 10% by the end of 2026

Ciena, the pure-play optical networking supplier wiring hyperscale AI data centers together, just posted a record fiscal third quarter — revenue for the quarter ended 1 August 2026 reached $1.67 billion in quarterly revenue, up 37% year-over-year

Dell's AI-optimized server business booked $60.9 billion in new orders and recognized $16.4 billion of revenue in the quarter to 31 July 2026, ending it with a $95 billion AI server backlog

Microsoft's most recently reported quarterly cash spending on property and equipment reached $35.80 billion