The Daily Receipts

Stanford's 2026 AI Index reports that four out of five US high school and college students now use generative AI for schoolwork, even though only half of middle and high schools have any AI policy and just 6% of teachers describe those policies as clear four out of five US students use AI for schoolwork

Epoch AI's AI Data Centers tracker now covers an estimated 46% of the world's deployed AI computing capacity, up from 26% as of March 2026, spanning 87 sites with a combined 13.2 gigawatts of IT power and about 13.7 million H100-equivalent GPUs, as of 21 September 2026 46% of the world's deployed AI computing capacity

TrendForce forecasts worldwide shipments of 800G-and-higher optical transceivers will jump 2.6 times, from 24 million units in 2025 to nearly 63 million units in 2026, as AI data centers strain the supply of the EML and CW lasers these modules require shipments jumping to 2.6 times 2025's level, near 63 million units in 2026

TrendForce expects CoWoS-L to remain the mainstream advanced-packaging platform for AI chips through 2028, with Google adopting EMIB-T packaging and both AWS and Microsoft adopting CoWoS-L for their own AI chips in 2027, as Nvidia's high-end GPU shipments grow roughly 30% year-over-year in 2026 Nvidia's high-end GPU shipments growing about 30% year-over-year in 2026

TrendForce forecasts global data-center power demand capacity will reach 161 gigawatts in 2026, up about 31% year-over-year, with AI servers driving an estimated 33.4% of that total and their share potentially exceeding 40% in 2027 161 gigawatts of global data-center power demand in 2026

TSMC's revenue for August 2026 reached NT$514.81 billion, up 53.3% year-over-year and 10.1% from July, taking its January-through-August 2026 total to NT$3,386.87 billion, up 39.3% from the same period in 2025 NT$514.81 billion in August revenue, up 53.3% year-over-year