The Daily Receipts

Digital Realty, the world's largest wholesale data-centre landlord, is guiding full-year 2026 capital expenditure, net of partner contributions, to between $4.25 billion and $4.75 billion

EIA's Annual Energy Outlook 2026 finds data-centre servers already take a rising share of America's commercial-building power draw, and projects that share will grow, across its scenarios, to somewhere between 22% and 33% of all US commercial-building electricity use by 2050

Epoch AI tracked the cost of hitting a fixed level of AI performance across five benchmarks in math, science and games of skill, and finds it has fallen every year since 2023 about 54 times faster than electricity's historical price decline -- a rate of roughly 47% per quarter, or 13x a year

A widely-cited NBER study linked Denmark's national AI-chatbot adoption surveys to its administrative labour records, and despite finding rapid uptake of AI chatbots and new AI-related tasks at most exposed employers, its difference-in-differences design rules out any effect on workers' earnings and recorded hours larger than 2%, two years after ChatGPT's launch

Super Micro Computer, the rack-scale integrator that fills AI data-centre halls with GPU servers, saw fiscal fourth-quarter 2026 (ended 30 June 2026) gross margin nearly double to 17.5% as revenue grew from $5.8 billion a year earlier to $11.1 billion

TrendForce keeps raising its AI server shipment forecast as hyperscaler capex resets higher. Citing surging demand for Nvidia's GB/VR rack-scale AI platforms, it lifted its 2026 shipment growth estimate on 3 August 2026 from 28% year-over-year to nearly 31% year-over-year