The Daily Receipts

A Census Bureau working paper covering AI use at over 117,000 US firms found AI-related employment decreases occurred at only 2% of firms, with job cuts linked to firm-wide AI deployment rather than individual worker AI use Only 2% of 117,000+ US firms cut jobs after adopting AI, Census Bureau finds

Epoch AI and METR's new MirrorCode benchmark found the top AI model correctly rebuilt real software from behavior alone in 56% of cases, up from about 30% for leading models roughly eight months earlier Top AI model now solves 56% of Epoch AI's toughest long-horizon coding tests, up from about 30% eight months ago

NBER's 'Mind the Gap' working paper finds 43% of US workers used AI for their job in early 2026, versus 32% of workers surveyed across Germany, UK, France, Italy, Sweden and the Netherlands 43% of US workers used AI for work in 2026, versus 32% across Europe

TSMC's capital expenditure reached about US$15.7 billion in the second quarter of 2026, up 66.9% year-over-year, as the foundry ramps AI chip capacity TSMC spent about US$15.7 billion on capex in Q2 2026 alone, up 67% year-over-year

Fabrinet, the Thai contract manufacturer that assembles the optical transceivers linking Nvidia's and other hyperscalers' AI clusters, just posted a record quarter — revenue for the fiscal fourth quarter, ended 26 June 2026, hit $1.32 billion in quarterly revenue, up 45% year-over-year

Data-center landlords are racing to keep pace with AI and cloud demand. Digital Realty's second-quarter 2026 financial supplement to investors disclosed a global construction pipeline of Digital Realty's 1,402 megawatts of IT capacity under construction, 54% already pre-leased