The Daily Receipts

Stanford's 2026 AI Index compared generative AI's adoption curve after its mass-market debut to that of earlier transformative technologies, and found generative AI reached 53% population adoption within three years, faster than the PC or the internet

Amphenol's Communications Solutions segment, whose interconnects and cabling carry AI-related IT datacom traffic, reported net sales of $5.38 billion in the quarter ended 30 June 2026, up 85% year-over-year $5.38 billion

AI benchmarks typically score just one model on a single run, but a new study testing 21 LLMs across 16 benchmarks spanning coding, reasoning, medicine and agentic tasks found that correcting for both single-model and single-run bias reveals real achievable performance is 82% better than standard single-model benchmark scores

Epoch AI modeled the total cost of ownership of a typical 1-gigawatt AI data center built by a US hyperscaler around Nvidia's GB200 NVL72 systems, and found the up-front capital expenditure alone comes to $38 billion for one hyperscale AI data center

A January 2026 IMF staff discussion note tracking the spread of AI-related job skills across US local labor markets found that in occupations highly exposed to AI but with little scope to complement it, five years after AI-skill demand appeared, employment was 3.6% lower than in other regions

Oracle's remaining performance obligations — the cloud contracts it has signed but not yet delivered — jumped by $209 billion over the past year to close its fiscal 2027 first quarter, ended 31 August 2026, at a record $664 billion in Oracle's contracted cloud backlog