The Daily Receipts

Digital Realty ended Q2 2026 with a record $1.9 billion backlog of signed-but-not-commenced data center leases, driven by surging AI and hyperscale demand $1.9 billion data center lease backlog

Epoch AI's tracked data-center dataset captures only 26% of global AI computing capacity as of March 2026, covering 5.2 million H100-equivalent chips versus an estimated 20.2 million H100-equivalent chips sold through 2025 Epoch AI's data-center dataset covers just 26% of global AI computing capacity as of March 2026

NRG Energy agreed on principal commercial terms with a global cloud and AI hyperscaler to build a 1.2 GW combined-cycle natural gas power plant in Texas to supply a new data centre 1.2 GW gas power plant for a hyperscaler's Texas data centre

Oracle's capital expenditures totaled $28.5 billion in fiscal Q1 2027 (three months ended August 31, 2026), more than tripling from $8.5 billion in the year-ago quarter $28.5 billion in Oracle's fiscal Q1 2027 capital expenditures

Palantir Technologies grew to 1,049 customers in the twelve months ended June 30, 2026, up from 849 a year earlier — a 23.6% increase — as more organizations adopted its AI-centered software platforms, according to the company's own Q2 2026 Form 10-Q filed with the SEC Palantir's customer count grew to 1,049 in the year to June 2026

SLC NAND flash contract prices rose an estimated 130% to 150% cumulatively in the first half of 2026 as supply tightened, according to TrendForce SLC NAND prices up 130-150% in H1 2026