The Daily Receipts

Applied Materials' Semiconductor Systems segment — the deposition, etch and inspection tools chipmakers install before fabricating a single AI chip — reported fiscal third-quarter 2026 revenue up 26.5% year-over-year to $7.04 billion in Applied Materials' Semiconductor Systems segment revenue

Astera Labs, whose PCIe and CXL connectivity chips link AI accelerators inside hyperscaler racks, posted record second-quarter 2026 revenue of $392.4 million, up 104% year-over-year, at a GAAP gross margin of 73.3% GAAP gross margin for Astera Labs on record $392.4 million quarterly revenue

Constellation Energy's newly acquired Calpine subsidiary signed a new agreement in February 2026 to connect and power a CyrusOne data centre next to its Freestone Energy Center in Texas — plus an exclusive option on a second phase of equal size — for an initial 380 megawatts of power committed to a single AI-era data centre in Texas (Calpine-CyrusOne deal)

A Census Bureau working paper using Quarterly Workforce Indicators administrative payroll data found that early-career employment — ages 22 to 24 — in the most AI-exposed industries fell, over the ten quarters since ChatGPT's release, by a regression-adjusted 12% decline in early-career (22-24) US employment in the most AI-exposed industries since ChatGPT's launch

A National Bureau of Economic Research working paper, drawing on the Federal Reserve Banks of Atlanta and Richmond's CFO Survey of roughly 750 corporate executives, found that by the end of 2025 more than 40% of US companies still had not invested in AI at all, as of year-end 2025

Oracle's cloud infrastructure business, the unit selling AI training and inference capacity, more than doubled year-over-year in the three months to 31 August 2026, with revenue reaching $7.4 billion in Oracle's AI cloud infrastructure revenue, up 121% year-over-year