HardwarePrimary
Dell's AI server business booked a record $60.9 billion in orders and exited its second fiscal quarter of 2027 with a record $95 billion backlog, on revenue of $16.4 billion $95 billion backlog
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THE DAILY RECEIPTS
The Daily Receipts
Edition of 23 September 2026
This edition's sourced facts, the last close and the stock of the day — exactly as they were mailed.
Today's facts
EnergyPrimary
EIA's September 2026 Short-Term Energy Outlook, which attributes record US electricity demand to data-center development, forecasts the average residential electricity price rising from 17.30 cents per kilowatt-hour in 2025 to 18.20 cents in 2026 and 18.59 cents in 2027 18.20 cents per kilowatt-hour
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Epoch AI finds a $2,500 consumer gaming GPU (RTX 5090) can now run open models matching frontier AI performance from 6 to 12 months earlier, with the lag ranging from 6.3 months on the Artificial Analysis Intelligence Index to 12.4 months on LM Arena Elo 6 to 12 months
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US private AI investment reached $285.9 billion in 2025 — 23.1 times China's $12.4 billion and 48.5 times the UK's $5.9 billion — per Stanford's 2026 AI Index 23.1 times
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About 20% of Finland's workforce holds jobs with high AI exposure but low complementarity — including software developers, finance professionals and administrative staff — putting them at greater risk of job displacement, per IMF analysis of 2023 EU labor data 20%
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TrendForce projects the market for co-packaged and near-packaged optics — the technology replacing copper links inside AI data centers — will grow from about $100 million in 2025 to over $39 billion by 2030 $39 billion by 2030
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