The Daily Receipts

Cloudflare's capital expenditure fell to 7% of revenue in the quarter to 30 June 2026, down from 12% a year earlier, even as revenue grew 36% year-over-year to $696 million 7% of revenue, down from 12% a year earlier

EIA's September 2026 Short-Term Energy Outlook forecasts commercial-sector electricity sales climbing 3.3% in 2026, accounting for 63% of that year's total US electricity-sales growth, with data-centre development cited as a key driver 63% of all US electricity-sales growth in 2026

Epoch AI finds the frontier of its Capabilities Index has advanced 14 points a year for reasoning models since September 2024, more than double the 6 points a year non-reasoning models achieved from GPT-4 to GPT-4.5 14 points a year, vs 6 for non-reasoning models

Epoch AI's new AI Chip Users explorer estimates Meta Superintelligence Labs held about 996,000 H100-equivalent GPUs of AI computing capacity as of December 2025, putting it behind Google DeepMind and Anthropic among the frontier labs it tracks Meta's ~996,000 H100-equivalent GPUs

A large-language-model analysis of 18,797 work tasks across 124 economies found automation-exposed task shares ranging from 3.3% in the least-exposed economy to 61.6% in the most, rising with income but varying widely within income groups 3.3% to 61.6% across 124 economies

Samsung Electro-Mechanics signed its largest single MLCC supply agreement in company history, a one-year contract worth KRW 1.07 trillion for AI server components running through 2027 KRW 1.07 trillion, its largest-ever single MLCC deal