The Daily Receipts

AMD's Data Center segment, which sells Instinct GPUs and EPYC server processors, more than doubled revenue year-over-year in the quarter to 28 June 2026, reaching $6.7 billion, up 107% year-over-year

A Census Bureau working paper using the new 2026 AI supplement to the Business Trends and Outlook Survey found that just 18% of US firms used AI in a business function during the Nov 2025-Jan 2026 survey window — but weighting that same measure by how many workers each firm employs, since larger employers adopt AI far more, pushes the adoption rate up to 32% of US employment, nearly double the unweighted 18% firm-count rate

Epoch AI's Furniture Assembly Benchmark shows models photos taken mid-IKEA-build and asks them to catch assembly mistakes against the official manual. The top score jumped from 28%, set by Claude Opus 4.5 in November 2025, to 80%, set by OpenAI's GPT-6 Astra in September 2026

A January 2026 IMF staff discussion note tracking the spread of new job skills, increasingly AI-related, across US local labor markets found that a one-percentage-point rise in the share of job postings demanding those skills is associated with a 2.3% average wage gain and a 1.3% employment gain in that local labor market

IREN, the former bitcoin miner that converted its powered sites into GPU data centres for AI cloud customers including Microsoft, spent on property, plant, equipment and computer hardware combined in the fiscal year ended 30 June 2026 $1.98 billion, up 46% from $1.36 billion a year earlier

Lawrence Berkeley National Laboratory's data-centre energy researchers found that US data-centre electricity use nearly tripled between 2016 and 2023, and its United States Data Center Energy Usage Report projects that by 2028, data centres could account for as much as 12% of all US electricity consumption